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"The ChatGPT moment for physical AI is here — when machines begin to understand, reason, and act in the real world." So said Nvidia (NVDA) CEO Jensen Huang at CES in Las Vegas, throwing down the the ...

过去八小时内，科技与可选消费板块主导了成交最活跃的板块，盘面像是一份AI与增长狂热的名人录。半导体成为焦点，Nvidia、Micron 与 Intel 吸收了大量流动性，而 Tesla 继续保持其“教派”地位。Tower Semiconductor 抛出了一颗日历炸弹，提醒大家财报季喜欢突袭自满的空头。

NVIDIA announced that Tencent Cloud will adopt NVIDIA® Tesla® GPU accelerators to help advance artificial intelligence for enterprise customers. Tencent Cloud will integrate NVIDIA’s GPU computing and ...

Tesla is pouring unprecedented sums into artificial intelligence, yet Elon Musk says the company would already be on track to spend roughly twice as much on Nvidia hardware if a key constraint were ...

As always, NVIDIA earnings conference calls are almost as exciting as their technology conferences. We look for certain surprises going in, and we always get more than we bargained for. My focus here ...

TL;DR: NVIDIA will ship its new B30 AI GPU in Q4 2024, offering 10-20% lower performance than the H20 but at 30-40% reduced cost. With eased US export restrictions, NVIDIA expects 400,000 H20 units ...