Jensen Huang urges DRAM manufacturers to expand production: 'We will buy as much as you can produce.'

NVIDIA CEO Jensen Huang has sent a strong signal to global memory chip manufacturers: NVIDIA will fully absorb any capacity expansion.

wallstreetcn15:25

UBS Maintains NVIDIA(NVDA.US) With Buy Rating, Maintains Target Price $245

Futu News17minutes ago · Ratings

Pure speculation: If tensions in the Middle East ease, which industry themes would benefit sequentially for bottom-fishing opportunities?

AI technology remains the main theme of growth.

Gelonghui Finance18:47

The surge in international oil prices is triggering a 'domino effect': Amazon, NVIDIA, and others will face a chain reaction of impacts.

① This Monday, international oil prices approached $120, causing Nasdaq index futures to plummet by 2.32%, while VIX panic index futures surged by 7.28%, indicating potential impacts on the U.S. stock market; ② Wall Street analysts warned that rising oil prices could drive up U.S. inflation, posing risks for tech companies such as Amazon, Meta, and NVIDIA.

cls.cn11:57

Nscale, the data center invested in by NVIDIA, has completed a US$2 billion financing round, reaching a valuation of US$14.6 billion.

Nscale, a UK-based artificial intelligence data center developer, has completed a significant financing round and brought in several prominent figures from the technology sector as directors to further solidify its position in the European AI infrastructure market. According to a statement released by the company on Monday, Nscale secured a $2 billion Series C funding round, bringing its post-money valuation to $14.6 billion. This round was led by Norwegian energy group Aker ASA and investment firm 8090 Industries, with participation from NVIDIA, Lenovo Group, and Nokia. In addition, the company significantly expanded its board of directors by appointing three highly influential individuals from the technology industry.

wallstreetcn18:01

Nvidia Stock Falls. How the Chip Supply Chain Is Threatened by Iran War

Barron's17:43