Consumer electronics opens up a new chapter in AI: Arm and Micron Technology are expected to benefit.

With the launch of Qualcomm's first AI PC, edge AI has once again reached a new high.

wallstreetcn07:32

Musk revealed two major partners for xAI supercomputing: Dell and Super Micro Computer.

On social media, Dell's CEO stated that they are currently collaborating with Nvidia to support Musk's xAI factory. Musk responded by saying that Dell is assembling half of the server racks for xAI supercomputers. When asked who is making the other half of the racks, Musk replied that it is Super Micro Computer.

wallstreetcn07:02

10 Information Technology Stocks With Whale Alerts In Today's Session

This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scan

Benzinga01:35

8 Large Cap Stocks That Outperformed Nvidia Over The Past Year

Nvidia Corp. (NASDAQ:NVDA) has undeniably been one of the most remarkable success stories in the stock market. The company's staggering 591,078% return since its 1999 initial public offering, driven b

Benzinga01:02

In 2024, Nvidia plans to spend 45 billion yuan to buy chips.

Source: Tencent Technology Author: Morris.Zhang, PMO Director of Backend Products at a factory. Recently, well-known hardware website Tomshardware cited insiders as saying that Nvidia (NVDA.US), in order to ensure the supply of GH200 and H200 this year, has set a budget of 1.3 billion U.S. dollars and has reserved some HBM3e memory production capacity from Micron and SK Hynix. However, due to the lack of reasonable calculations for this data, the credibility of the 1.3 billion budget remains to be confirmed, but it is certain that this budget cannot monopolize the global H market in 2024.

騰訊科技Jun 19 21:56

Report: Nvidia is exploring new business opportunities and competing with Dell and other AI server manufacturers.

Nvidia designs the GB200 server rack itself, which may make it harder for customers to switch to alternative products.

wallstreetcnJun 19 21:28