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。
輝達（NVIDIA）睽違5年首次發行公司債，規模從200億美元上調至250億美元，並吸引了高達850億美元的資金追逐，超額認購3.4倍。此舉顯示市場對AI浪潮的熱情，並有助於輝達的戰略投資。
Nvidia plans to raise at least $20 billion in debt, its first bond sale since the AI boom began. The chipmaker's filing with the SEC disclosed the capital raise, with sources suggesting the amount could reach $25 billion. This move follows similar large debt and equity offerings from other tech giants like Alphabet and Amazon.
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 reportedly planning a $20 billion bond offering to fund AI investments and refinance debt. This move highlights strong investor appetite for AI infrastructure and benefits Bitcoin miners diversifying into AI hosting.
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 $20 billion due to strong demand, will feature maturities from two to 30 years.
Das bayerisch-kalifornische Startup Tensordyne hat Absichtserklärungen über 200 Mio. Dollar für seine neuen KI-Chips. Diese sollen deutlich energieeffizienter und schneller als Nvidias Produkte sein und die Branche revolutionieren.
股票研究公司Lynx Equity Strategies指出，SpaceX IPO將為AI晶片和半導體設備公司帶來利多，其中輝達（Nvidia）將是最大贏家，因其在SpaceX的地位穩固且依賴度高。
輝達執行長黃仁勳近期造訪台灣與南韓，卻未踏足日本，引發日媒擔憂日本在半導體產業競爭力下降，恐錯失AI革命浪潮。報導指出，日本缺乏與輝達直接關聯的企業，難以融入AI生態系統核心。
銅材廠建通積極布局AI高階材料供應鏈，針對輝達下一代GPU液冷散熱需求開發的微通道散熱銅材已取得進展，預計今年第四季至明年初開始出貨，看好AI產品放量帶動下，明年營運表現可望顯著成長。
Robôs estão aprendendo a interpretar o mundo visual através da inteligência artificial e visão computacional, com aplicações em carros autônomos, indústria e medicina.
COMPUTEX TAIPEI 2026, held in Taipei from June 2-5, concluded as the largest event ever with over 110,000 attendees. The main focus was NVIDIA's new 'RTX Spark' SoC, a 13-year return to Windows PCs, integrating Arm CPUs and Blackwell GPUs for on-device Agent AI, aiming to compete with high-end Macs.
AI伺服器功率飆升，散熱系統需求重要性增加。健策與雙鴻兩家散熱指標股在台北國際電腦展展出重點產品，均看好未來AI需求持續成長，特別是ASIC客製化晶片將成為下一個黃金戰場，預期將帶動系統級零組件升級與散熱價值擴散。
AMD、輝達、英特爾執行長齊聚2026台北國際電腦展，顯示台灣在全球AI生態系中的關鍵角色。展覽聚焦AI生態系整合，從新一代晶片到實體AI應用，預計全球AI資料中心產值至2032年將突破2兆美元，台灣供應鏈迎來系統級整合轉型契機。
SpaceX hat mit seinem Börsengang alle bisherigen Rekorde gebrochen und Elon Musk zum ersten Billionär der Welt gemacht. Die Aktie schoss nach oben, der Marktwert überstieg zwei Billionen Dollar. Der IPO wird mit früheren Tech-Giganten verglichen, birgt aber auch Risiken.
Sam Altman (OpenAI) e Dario Amodei (Anthropic) disputam a liderança em Wall Street com seus respectivos IAs, ChatGPT e Claude. A Anthropic, com foco corporativo e avaliada em US$ 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.
