NVidia - Page 23

How Nvidia is Taking Over the Future of AI Chips

Nvidia secures over 70% of TSMC’s future Chip on Wafer on Substrate (CoWoS) capacity, crucial for AI-driven chip integration. This move propels Nvidia ahead in the competitive landscape of high-performance AI chip manufacturing. TSMC’s pivotal role is reinforced, with Taiwan-listed shares reflecting

24 February 2025

AI·Market·News·NVidia·Stocks

Can NVIDIA Stay Ahead in the AI Race Against Wall Street’s Picks?

NVIDIA Corporation (NASDAQ:NVDA) experienced a notable 4.50% increase despite the disruption from Deepseek’s R1 AI model launch. The broader S&P 500 had a comparatively modest gain of under 4% in January 2025, amid inflation concerns with a 3% rise in the consumer-price

13 February 2025

AI·Market·News·NVidia·Trends

Nvidia’s Bold Moves: The Tech Titan’s Potential 2025 Boom

Nvidia remains a leader in high-performance chips, defying market challenges with bold innovations. The new Blackwell GPUs, successors to the GeForce RTX 50 Series, are set to revolutionize graphics with up to 92 billion transistors. Nvidia is strengthening its position in autonomous

13 February 2025

AI·Market·News·NVidia·Trends

Nvidia’s Revival: Why “Smart Money” is Betting Big While Retail Pulls Back

Nvidia’s recent rally in the stock market is being driven primarily by institutional investors, dubbed “smart money,” rather than retail investors. Retail investors have stepped back significantly, with their purchases of Nvidia stock dropping to $34 million, signaling a cautious approach. Institutional

13 February 2025

AI·Market·News·NVidia·Stocks·Trends

NVIDIA and HPE Ignite AI Revolution with Groundbreaking Supercomputer

NVIDIA stocks surged by 3% following the introduction of Hewlett Packard Enterprise’s innovative GB200 NVL72 AI system. The system features NVIDIA’s advanced Blackwell architecture, representing a significant advancement in AI infrastructure. The GB200 NVL72 is designed for high-efficiency AI clusters, capable of

13 February 2025

AI·Market·News·NVidia·Stocks·Trends

Is NVIDIA the Secret Weapon in Lee Munder Capital’s Portfolio?

NVIDIA Corporation is a leading tech company based in Santa Clara, California, known for its innovations in AI and GPU technology. The company has experienced a massive revenue increase of nearly 94% year-over-year, reaching $35.1 billion as of November 2024. Earnings per

13 February 2025

AI·Market·News·NVidia·Trends

Could DeepSeek’s AI Breakthrough Be Nvidia’s Next Big Opportunity?

DeepSeek, a Chinese tech firm, claims its new AI model, DeepSeek-R1, rivals top models like ChatGPT-4 from only $6 million investment and 2,000 older Nvidia GPUs. Contrasting rumors suggest significantly higher actual costs—from $1.6 billion and the use of 50,000 Nvidia GPUs.

13 February 2025

AI·Market·News·NVidia·Trends

The Great GPU Conundrum: DeepSeek’s Bold Claims and Nvidia’s Resilience

DeepSeek, a Chinese company, is challenging tech giants Google and Meta with its AI model, DeepSeek-R1. Claimed development of DeepSeek-R1 was done with a $6 million budget and 2,000 Nvidia GPUs, but insider reports suggest costs might be around $1.6 billion with

13 February 2025

AI·Market·News·NVidia·Stocks

The AI Bet: Why Investors Should Rethink Palantir Before It’s Too Late

Palantir Technologies has seen a dramatic rise in stock price, soaring 1,105% since its IPO, but faces valuation concerns with its stock trading at 200 times forward earnings. Palantir’s Gotham system is a key asset, offering advanced data analytics to government clients

13 February 2025

AI·Market·News·NVidia·Trends

Amphenol’s AI Revolution: Soaring Growth Amidst Valuation Concerns

Amphenol Corporation is significantly advancing in the AI-driven data center market, evolving from a traditional connector company to a leader in cutting-edge technology. The company has become a key supplier for Nvidia’s next-gen server systems, reflecting its crucial role in the AI

13 February 2025

AI·Computing·Market·News·NVidia·Trends

AMD’s Tumbling Stock: Opportunity or Omen in the AI Race?

AMD’s stock recently dropped to a 52-week low of $106.50, contrasting with a high of $227.30 last spring. The Q4 earnings report showed strong data center revenue growth, up 69% to $3.9 billion, but fell short of Wall Street’s $4.2 billion expectations.

13 February 2025