Amazon CEO Andy Jassy revealed plans for the company's in-house AI chips, Trainium, to compete with Nvidia. AWS is in talks to sell Trainium chips to other companies, with strong demand reported for current and future versions.
トランプ前米大統領はSNSで、AppleがIntelと協力し米国内でチップを設計・製造することで合意したと主張。NVIDIAもIntelでチップ製造に合意したとし、米国の半導体産業復活を訴えた。AppleとIntelは公式には認めていない。
AWS is considering selling its custom AI chips, Trainium, to other companies for data center use. This move could pose a significant challenge to Nvidia's current AI chip market dominance, with potential annual revenues estimated at $50 billion.
A Apple e a Intel concordaram em um acordo preliminar para a fabricação de chips, segundo o Wall Street Journal, diversificando a cadeia de produção da Apple e garantindo demanda para a Intel.
Trotz Rekordgewinnen und hoher Liquidität hat Nvidia Anleihen über 25 Milliarden Dollar ausgegeben. Analysten zufolge übersteigen geplante Ausgaben für Beteiligungen und Investitionen den freien Cashflow, und die Aufnahme von Fremdkapital ist derzeit günstiger. Die Nachfrage nach den Anleihen war riesig, was Nvidias starke Marktposition und das gute Bonitätsrating widerspiegelt.
Michael Burry, known for predicting the 2008 housing crash, has no stake in SpaceX, despite considering bearish options. He questioned the company's nearly $3 trillion valuation, deeming its put options too expensive and calling SpaceX a "small space company, a niche telecom, a bedeviled social media company, and a Coreweave-light."
南韓年輕上班族因股市劇烈波動，出現失眠、焦慮等「KOSPI憂鬱症」。他們因錯失投資機會（FOMO）而感到痛苦，擔心即使努力工作也難以擺脫貧困，勞工薪資收入佔國民總所得比率持續下降。
Nvidia CEO Jensen Huang stated he doesn't support the US government taking a stake in AI companies, arguing Americans already benefit through investments, jobs, and taxes. He also highlighted energy production as a critical challenge for US AI ambitions.
Nvidia's new ENPIRE framework allows AI coding agents to train robots on physical hardware, automating tasks like inserting graphics cards and cutting zip ties. The system achieved a 99% success rate on real-world tasks, outperforming human-in-the-loop methods and simulation-based approaches.
NVIDIA researchers developed ENPIRE, an AI harness enabling coding agents to autonomously train robots for tasks like cutting zip ties and inserting GPUs. The system achieved a 99% success rate, outperforming human-led methods in some scenarios, but also revealed limitations in resource utilization and token consumption.
Nvidia researchers, in collaboration with Carnegie Mellon and UC Berkeley, developed ENPIRE, a harness enabling AI agents to autonomously train robots. The system achieved a 99% success rate on tasks like cutting zip ties and inserting GPUs, outperforming human-led methods, but also revealed limitations in AI efficiency and resource utilization.
SCMP's science reporting highlights include a PLA plan to target US carrier groups from 3,000km, SpaceX's IPO, and images of Nvidia and Apple HQs released by a Chinese firm.
鴻海與法國AI業者Bull合作，在歐洲生產AI伺服器與相關基礎設施，採用輝達新一代Vera Rubin NVL72平台。關鍵零組件由鴻海捷克廠製造，在法國昂熱組裝，目標是歐洲AI工廠與雲端市場。
Donald Trump'ın yatırım hesaplarında 3.500'den fazla işlem yapıldığı belgelendi. Demokratlar, "içeriden öğrenenlerin ticareti" şüphesiyle inceleme istedi. Trump'ın ekibi ise suçlamaları reddetti.
輝達執行長黃仁勳接受美聯社專訪時表示，AI將改變工作型態，但不會導致失業，反而會創造新產業與職位。他呼籲民眾盡早學習使用AI工具，以保持職場競爭力。
Nvidia CEO Jensen Huang stated society must change with the advent of AI, advocating for widespread adoption. He highlighted AI's potential for economic growth and scientific breakthroughs, while also addressing concerns about job losses and existential threats.
Nvidia CEO Jensen Huang urged society to embrace AI, comparing its integration to the advent of automobiles. He emphasized the need for new social norms, government regulation, and safety standards, highlighting AI's potential for economic growth and scientific breakthroughs while acknowledging concerns about job losses.
SpaceX, halka arz sonrası hisselerindeki %54'lük artışla piyasa değerini yaklaşık 2,8 trilyon dolara çıkararak Amazon'u geride bıraktı. Elon Musk'ın şirketi, dünyanın en değerli şirketleri sıralamasında 5. sıraya yerleşirken, Nvidia'yı geçme hedefiyle dikkat çekiyor.
Nvidia is upgrading its AI infrastructure with a $2 billion partnership with Coherent to build a factory in Texas. CEO Jensen Huang believes AI buildout can revive U.S. manufacturing and create jobs, a vision tested by this new facility.
Das bayerisch-kalifornische Startup Tensordyne hat Absichtserklärungen über 200 Mio. Dollar für seine neuen KI-Chips gesammelt. Diese sollen deutlich energieeffizienter und schneller als Nvidias Produkte sein und die Branche revolutionieren.
Nvidia, the world's most valuable company, priced a $25 billion bond offering, its first since 2021. Strong investor demand allowed the chipmaker to enlarge the deal and secure favorable borrowing costs amid steady credit markets.
Um bombardeiro B-52 da Força Aérea dos EUA caiu na pista do Aeroporto Internacional de Edwards durante uma missão de teste de rotina. A tripulação mista, incluindo dois funcionários da Boeing, morreu no acidente. A causa ainda é desconhecida e será investigada.
Nvidia hat Unternehmensanleihen über 25 Milliarden Dollar ausgegeben, die auf hohe Nachfrage stießen. Das Geld soll unter anderem in die KI-Industrie fließen, in der Nvidia eine Schlüsselrolle spielt.
輝達（NVIDIA）計畫發行至少200億美元債券，儘管公司現金充裕。分析指出，此舉旨在利用其強大現金流與信用評等，降低資金成本，強化AI合作項目資金安排，並為AI基礎建設、供應鏈及生態系布局備妥長期資金，同時保留股東回報空間。
