TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of this expanded capacity, while AMD and ASIC… Article Source https://www.digitimes.com/news/a20241122PD200/nvidia-tsmc-capacity-cowos-2025.html
Factories have been the bedrock of many industries from manufacturing to automotive. But just as factories have fueled the industrial revolution, a new structure will be powering a new transformation in the age of AI: AI factories. With the… Article Source https://www.cio.com/article/3610094/dell-shares-its-vision-of-the-ai-factory-powered-by-nvidia.html
Key Takeaways Nvidia’s upcoming RTX 5090 could cost gamers roughly $1,900. Rumors suggest the RTX 5090 could have a clock speed of 2.9 GHz, which would make it 30% faster than the 4090 and the fastest GPU ever to hit the market. The RTX… Article Source https://gamerant.com/nvidia-rtx-5090-price/
Graphic: Images: Kyodo, Justin Sullivan, David Zalubowski, David Zalubowski Nvidia reported fiscal third-quarter revenues this week that went beyond Wall Street’s expectations. Guidance for the next quarter, however, left some investors… Article Source https://qz.com/nvidia-blackwell-chip-huawei-us-sanctions-ai-agents-1851705368
Nvidia continues its inevitable march to a $4 trillion stock-market valuation MarketWatch Article Source https://www.marketwatch.com/story/nvidia-continues-its-inevitable-march-to-a-4-trillion-stock-market-valuation-f506db11
https://www.tipranks.com/news/the-fly/nvidia-commentary-suggests-demand-trajectory-still-intact-says-loop-capital Loop Capital analyst Ananda Baruah keeps a Buy rating and $175 price target on Nvidia (NVDA) after its Q3 results. The… Article Source https://finance.yahoo.com/news/nvidia-commentary-suggests-demand-trajectory-124623193.html
Hedge funds typically have a reputation for being tight-lipped about their investing moves, rarely offering much insight to retail investors. However, once every quarter, institutional money managers are required to file a form 13F with the… Article Source https://finance.yahoo.com/news/billionaire-ken-griffin-increased-stake-140000085.html
Amazon announced another $4 billion investment in AI startup Anthropic on Friday. The deal includes an agreement for Anthropic to use Amazon’s AI chips more. The cloud giant is trying to challenge Nvidia and get… Article Source https://www.businessinsider.com/amazon-tries-again-anthropic-ai-chips-trainium-nvidia-2024-11
Nvidia (NVDA -3.17%) is reporting tremendous demand for its graphics processing units (GPUs). It supplies these chips for gaming, data centers, automotive, and artificial intelligence (AI)… Article Source https://www.fool.com/investing/2024/11/22/nvidia-71-million-invested-smaller-ai-stocks/
How Nvidia booting Intel from the Dow could bust this stock-trading strategy MarketWatch Article Source https://www.marketwatch.com/story/how-nvidia-booting-intel-from-the-dow-could-break-a-proven-stock-trading-strategy-ac84c8fa