Nvidia, Microsoft and IREN
Digest more
Nvidia partners with South Korea’s government and tech giants to supply 260,000+ GPUs, fueling the nation’s $10B push to become an AI superpower.
Jensen Huang leads Nvidia's historic move to produce advanced AI chips in Arizona, bringing critical semiconductor manufacturing back to America.
Every market cycle has its own myths, and Nvidia is the main actor in this one. Investors trust the business to make the AI dream a reality. Its $5 trillion value isn't simply a number; it's a sign of where the world's money thinks the future lies.
The chipmaker on Wednesday became the first publicly listed company to top $5 trillion in market value, boosted by demand for its AI chips.
Now CrowdStrike and NVIDIA are flipping the script. Armed with autonomous agents powered by Charlotte AI and NVIDIA Nemotron models, security teams aren't just reacting; they're striking back at attackers before their next move.
NVIDIA has teamed up with with South Korea's biggest companies and the country itself, as they build out their AI infrastructure.
Silicon Valley chipmaker Nvidia plans to supply its graphics processing units for projects with the South Korean businesses and government to advance the country’s artificial intelligence infrastructure and technologies.
The artificial intelligence giant Nvidia on Wednesday notched yet another historic milestone, becoming the first company to be worth $5 trillion. The value of Nvidia alone is now worth more than the GDP of every country on earth, except for the United States and China, according to World Bank data.
"Big Short" investor Michael Burry bet big against Nvidia and Palantir. AI mania sent both stocks soaring, and now Burry is calling the top. His hedge fund's latest trades hint that the famed contrarian thinks another bubble is forming. "Big Short" investor Michael Burry backed his market bubble warning with big money.
Loeb continues to see opportunities for SK Hynix, which has seen its stock surge more than 250% so far this year. The company competes against Micron Technology and Samsung Electronics in the oligopolistic memory market that’s “in the early innings of de-commoditization.”