Nvidia is reportedly planning a $20 billion bond sale to fund AI investments and refinance debt. This move highlights strong investor appetite for AI infrastructure and benefits Bitcoin miners diversifying into AI hosting.
Nvidia plans to raise at least $20 billion in debt, potentially up to $25 billion, in its first bond sale since the AI boom began, to fund general corporate purposes, debt refinancing, and an aggressive capital return program.
Chipmaker Nvidia is set to sell $25 billion in investment-grade debt, its first bond sale in five years, to test investor appetite for the AI sector. The offering, upsized from $20 billion due to strong demand, will feature maturities from two to 30 years.
Das bayerisch-kalifornische Startup Tensordyne hat Absichtserklärungen über 200 Mio. Dollar für seine neuen KI-Chips. Diese sollen deutlich energieeffizienter und schneller als Nvidias Produkte sein und die Branche revolutionieren.
股票研究公司Lynx Equity Strategies指出，SpaceX IPO將為AI晶片和半導體設備公司帶來利多，其中輝達（Nvidia）將是最大贏家，因其在SpaceX的地位穩固且依賴度高。
輝達執行長黃仁勳近期造訪台灣與南韓，卻未踏足日本，引發日媒擔憂日本在半導體產業競爭力下降，恐錯失AI革命浪潮。報導指出，日本缺乏與輝達直接關聯的企業，難以融入AI生態系統核心。
銅材廠建通積極布局AI高階材料供應鏈，針對輝達下一代GPU液冷散熱需求開發的微通道散熱銅材已取得進展，預計今年第四季至明年初開始出貨，看好AI產品放量帶動下，明年營運表現可望顯著成長。
Robôs estão aprendendo a interpretar o mundo visual através da inteligência artificial e visão computacional, com aplicações em carros autônomos, indústria e medicina.
COMPUTEX TAIPEI 2026, held in Taipei from June 2-5, concluded as the largest event ever with over 110,000 attendees. The main focus was NVIDIA's new 'RTX Spark' SoC, a 13-year return to Windows PCs, integrating Arm CPUs and Blackwell GPUs for on-device Agent AI, aiming to compete with high-end Macs.
AMD、輝達、英特爾執行長齊聚2026台北國際電腦展，顯示台灣在全球AI生態系中的關鍵角色。展覽聚焦AI生態系整合，從新一代晶片到實體AI應用，預計全球AI資料中心產值至2032年將突破2兆美元，台灣供應鏈迎來系統級整合轉型契機。
AI伺服器功率飆升，散熱系統需求重要性增加。健策與雙鴻兩家散熱指標股在台北國際電腦展展出重點產品，均看好未來AI需求持續成長，特別是ASIC客製化晶片將成為下一個黃金戰場，預期將帶動系統級零組件升級與散熱價值擴散。
SpaceX hat mit seinem Börsengang alle bisherigen Rekorde gebrochen und Elon Musk zum ersten Billionär der Welt gemacht. Die Aktie schoss nach oben, der Marktwert überstieg zwei Billionen Dollar. Der IPO wird mit früheren Tech-Giganten verglichen, birgt aber auch Risiken.
Sam Altman (OpenAI) e Dario Amodei (Anthropic) disputam a liderança em Wall Street com seus respectivos IAs, ChatGPT e Claude. A Anthropic, com foco corporativo e avaliada em US$ 965 bi, parece ter vantagem sobre a OpenAI (US$ 852 bi), apesar desta última dominar o mercado consumidor.
Microsoft, yerel yapay zeka özelliklerini Copilot+ bilgisayarlarla sınırlı tutma politikasını gevşeterek, Nvidia RTX 30 serisi ve üzeri GPU'lara sahip Windows 11 cihazlara da genişletiyor. Bu güncelleme, geliştiricilerin dil modeli API'lerini NPU'suz sistemlerde de kullanabilmesini sağlıyor, ancak Recall ve Click to Do gibi bazı özellikler NPU'ya özel kalmaya devam ediyor.
NVIDIA CEO Jensen Huang's dinner with SK Group chairman Choi Tae-won, LG Group chairman Koo Kwang-mo, and NAVER chairman Lee Hae-jin in Seoul became a viral sensation. Koo Kwang-mo trimming the fat from pork belly sparked outrage among South Koreans, who consider the fat essential to the dish.
NVIDIA CEO Jensen Huang's "do or don't do" philosophy guides strategic investments in AI startups and cloud providers, avoiding direct competition while fostering an ecosystem. This approach, despite criticism of "circular financing," is seen as a rational strategy to address unmet needs in the burgeoning AI market.
フアン氏は、AIを5つの技術レイヤーで分析し、中国がエネルギーと研究者で優位に立つため、米国の輸出規制はAI開発を封じ込められないと主張。規制強化はAIエコシステムの米中分断を招き、グローバルサウスが中国製オープンソースに傾くことで、米国のエコシステムが不利になると警鐘を鳴らす。
Nvidia'nın RTX 3060 ve 3050 ekran kartları Manli tarafından yeniden üretilmeye başlandı. SK Hynix ise 2034'e kadar bellek üretim kapasitesini üçe katlamayı planlıyor. Bu hamleler, ekran kartı piyasasındaki arz sorunlarına ve artan fiyatlara karşı geliştirilen stratejiler olarak öne çıkıyor.
Nvidia, Çin'de eriyen gelirlerini toparlamak için yeni 'Vera' CPU'sıyla piyasaya giriyor. Yapay zeka sistemleri için tasarlanan Vera, Ağustos'tan itibaren hazır olacak.
輝達（Nvidia）告知中國客戶，專為AI資料中心設計的新款Vera CPU最快8月上市，客戶現可下單。此舉旨在扭轉在中國業績下滑的趨勢，並加劇與英特爾、超微的競爭。Vera晶片已進入量產，專為代理型AI打造，速度最高可達競品1.8倍。
SK Telecom and Nvidia partner to build a gigawatt-scale AI cloud and AI factory in South Korea by 2027, leveraging Nvidia's DSX platform for end-to-end AI operations.
TSMC, 2028'in ikinci yarısında CoPoS paketleme teknolojisini seri üretime alarak NVIDIA'nın Feynman çiplerinde devrim yapmayı hedefliyor. Bu teknoloji, mevcut CoWoS'un fiziksel sınırlarını aşarak yapay zeka pazarının artan işlem gücü ihtiyacını karşılayacak.
Das deutsche Startup Neura Robotics hat eine Finanzierungsrunde über 1,4 Milliarden Dollar abgeschlossen, angeführt von Investoren wie Nvidia und Amazon. Das Unternehmen entwickelt "Physical AI", eine Fusion aus Robotik und künstlicher Intelligenz, um den wachsenden Bedarf an physischer Arbeit zu decken.
Nvidia CEO Jensen Huang appeared on the South Korean TV show "You Quiz on the Block," sharing his love story with his wife Lori. The episode achieved a 5.7% viewership rating, making it the highest of the year for the show.
