Nvidia’s earnings aren’t just about Nvidia anymore. The $4 trillion chipmaker’s quarterly financials have become a litmus test for the AI boom—and, by extension, for the whole stock market. Constituting 8% of the market cap-weighted in S&P 500 Index and with an unrivaled grip on the chips that power generative AI, Wall Street now treats…
The sales resumption of Nvidia’s H20 processors and Advanced Micro Devices’ (AMD) MI308 chips in China is expected to ease the anxiety of local artificial intelligence companies, according to analysts. Speaking at the China International Supply Chain Expo in Beijing on Wednesday, Nvidia CEO Jensen Huang said he hoped to introduce more advanced chips to…
Meta 最近豪砸數千億美元成立「超級智慧部門」，開始對業界瘋狂挖角 AI 人才大概有幾個禮拜了，他們預計將投入數千億美元開發「超越人類能力」的 AI 系統。 挖角行動包括找來 Scale AI 前執行長 Alexandr Wang 擔任首席 AI 長來領導該部門，同時網羅 11 名來自 OpenAI、Google 等競爭對手的頂尖人才。 對此，Meta 執行長祖克柏（Mark Zuckerberg）最近在接受媒體訪問時透露，在招聘頂尖 AI 人才時，除了優渥薪酬外，還有兩項關鍵因素特別受到重視：那就是這些 AI 人才最看重最精簡的管理架構，以及是否有最豐富的 GPU 運算資源！ 「過去找人時，求職者關心的是職責範圍有多大，」祖克柏說「但這群頂尖 AI 研究人才的要求恰恰相反——他們希望管理負擔最輕，同時握有豐沛的 GPU 資源。」 你可把祖克柏這番言論視為 GPU（等於算力）成為科技業搶奪人才的最重要籌碼之一。另一方面，Nvidia 的 H100 晶片在 AI 熱潮中供不應求，更凸顯了運算資源的稀缺性。Perplexity 執行長 Aravind Srinivas 曾分享另一個反例，有次他試圖從 Meta 挖角一位 AI 人才時對方毫不客氣：「等你有 1 萬張 H100 GPU 時再來談。」 Meta 前兩天才宣布將投入數千億美元建設多座大型人工智慧（AI）資料中心，第一座…
CoreWeave listed on the Nasdaq Friday amid a shifting narrative and much anticipation. The company priced its IPO at $40 per share. The stock flailed, opening at $39 per share, then falling as much as 6% and ending the day back up at $41.59. The cloud firm, founded in 2017, is the first pure-play AI…
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. But, we are a hopeful people here at what was originally called The Platform, and from the get-go we knew that the market needed competition for high performance CPUs and GPUs…
We recently published a list of Jim Cramer’s Bold Predictions About These 10 Tech Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks about which Jim Cramer has made bold predictions. The DeepSeek selloff which occurred earlier this week gave Jim Cramer plenty to…
In a historic turn, Nvidia (NVDA, Financial) has once again taken the top spot, with a whopping 90% of the global GPU market share in Q3 2024. This dominance, says Jon Peddie Research (JPR) mascot, is a difficult environment for AMD and Intel competitors. Five years ago, AMD was a minor player in the space,…
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. Nvidia does not have to be in any hurry to deliver its “Blackwell” GPU platforms, which are rumored to be having…