Nvidia Corporation ( NVDA ) is a semiconductor and technology leader that designs, develops, and manufactures specialized chips and graphics processing units (GPUs), which are the core of today's computing tasks, and a key technology driving the AI breakthrough.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers b ...

Nvidia Corporation ( NVDA ) is a semiconductor and technology leader that designs, develops, and manufactures specialized chips and graphics processing units (GPUs), which are the core of today's computing tasks, and a key technology driving the AI breakthrough.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers b ...

To prosper, economies need catalysts. Catalysts aren’t just entrepreneurs with bright ideas. They’re people who stick their necks out when the odds are long and paybacks are uncertain.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additiona ...

Duquesne Family Office's billionaire boss bid adieu to Wall Street's hottest AI stocks in favor of another trillion-dollar company and a long-awaited turnaround story in the healthcare sector.For a lot of investors, earnings season is the highlight of every quarter. It's the roughly six-week period where most S&P 500 components report their operating results and give investors an inside look at how "healthy" corporate America really is.But earnings season is far from the only important event each quarter fo ...

Test Leader Taps the Power of NVIDIA’s Machine Learning TechnologySAN JOSE, Calif., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Advantest America, a leader in semiconductor test solutions, today announced it is reinventing semiconductor testing with the power of real-time artificial intelligence (AI). Advantest is combining advanced machine learning (ML) from NVIDIA (NASDAQ: NVDA) with the Advantest Cloud Solutions Real-Time Data Infrastructure (ACS RTDI™) to drive a shift from traditional test workflows to adaptive ...

SAN JOSE, Calif., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Advantest America, a leader in semiconductor test solutions, today announced it is reinventing semiconductor testing with the power of real-time artificial intelligence (AI). Advantest is combining advanced machine learning (ML) from NVIDIA (NASDAQ: NVDA) with the Advantest Cloud Solutions Real-Time Data Infrastructure (ACS RTDI™) to drive a shift from traditional test workflows to adaptive AI-driven systems. NVIDIA has selected ACS RTDI for high-volume pr ...

IPO计划变更 - 撤回在美国的首次公开募股计划，该申请立即生效 [1] - 原计划在纳斯达克上市，股票代码为"CBRS" [1] - 美国国家安全审查推迟了上市计划，原因与阿布扎比公司G42的3.35亿美元投资有关 [1] 近期融资与估值 - 2025年9月30日完成超额认购的11亿美元G轮融资，由Fidelity和Atreides Management领投 [2] - G轮融资后公司投后估值达到81亿美元 [2] - 2019年E轮融资估值为24亿美元，2021年F轮融资后总融资额达7.5亿美元，估值超过40亿美元 [2] 财务状况 - 2023年总营收为7874万美元，2022年为2462万美元 [15] - 2023年净亏损为1.27亿美元，2022年净亏损为1.78亿美元 [15] - 2024年上半年营收为1.36亿美元，上年同期为866万美元；净亏损为6661万美元，上年同期为7782万美元 [16] 技术与产品 - 核心产品为WSE芯片，WSE-3芯片基于5nm工艺，拥有4万亿个晶体管 [4][6] - WSE-3芯片面积为46,225mm²，是英伟达H100芯片面积的57倍 [11] - 芯片集成900,000个AI优化计算核心，提供125 petaflops的峰值AI性能 [6][11] 性能优势对比 - 公司声称其芯片性能通常比英伟达GPU快20倍以上 [14] - 在内存带宽（21 PB/秒）和结构带宽（214 Pb/秒）上远超竞争对手 [11] - CS-3 AI超级计算机拥有1.2 PB内存系统，旨在训练比GPT-4和Gemini大10倍的模型 [8] 资金用途与战略 - G轮融资将用于扩展人工智能处理器设计、封装、系统设计和AI超级计算机领域的创新 [2] - 资金将用于扩大在美国的制造能力和数据中心容量，以满足市场需求 [2]

截 至 2025 年 第 二 季 度 ， 英 伟 达 （ Nvidia ） 对 AI GPU 市 场 拥 有 绝 对 的 控 制 权 ， 市 场 份 额 达 到 94%，比上一季度增加了 2%。预计仅今年一年，该公司就将创造 490 亿美元的 AI 相关收入，比去 年高出近 40%，无论以何种标准衡量，这都是一个惊人的增长。 如果这还不够令人印象深刻，英伟达最近的市场估值达到了 4.6 万亿美元，使其成为有史以来第一家 市值突破 4 万亿美元的公司。微软（Microsoft）紧随其后，于 2025 年 7 月成为第二家达到相同里 程碑的公司。 尽管英伟达的 GPU 为当今绝大多数 AI 工作提供了动力，但其主导地位也以更微妙的方式体现出 来。据报道，谷歌（Google）和亚马逊（Amazon）都曾礼节性地致电首席执行官黄仁勋（Jensen Huang），向他简要介绍自己的芯片计划后再对外公布，这表明英伟达在整个行业中仍然拥有巨大的 影响力。 亚马逊和谷歌为何仍需"礼让"英伟达 提 前 告 知 最 终 可 能 成 为 你 竞 争 对 手 的 公 司 你 的 计 划 ， 这 是 一 种 不 寻 常 的 做 法 ， ...

来源 ： 内容编译自politico 。 公众号记得加星标⭐️，第一时间看推送不会错过。 一项价值 74 亿美元的技术倡议曾被设计为美国半导体复兴的关键支柱，但在商务部突然撤回其资金 后，目前陷入了僵局。此举不仅引发了大规模裁员，也将这个被拜登政府选定来领导该工作的团体推 向了关闭的边缘。 Natcast 这个汇集了顶级芯片公司和研究型大学的非营利组织，曾签署了一份数十亿美元的合同，旨 在确保美国在半导体进步中保持中心地位。唐纳德·特朗普总统和两党议员仍然认为这项指令在全球 与中国的技术竞争中至关重要。 注： 给予是德科技（ Keysight Technologies ）、普林斯顿大学（ Princeton University ）和德克萨斯大学奥 斯汀分校（ University of Texas at Austin ） 的资金是一个估计值，基于这三个项目总计接近 3000 万美元 的资金，平均每个项目估计为 750 万至 1000 万美元。一个位于加利福尼亚州桑尼维尔的旗舰设施项目已 被宣布，但初期拨款中未报告联邦资金。 来 源 ： 美 国 国 家 标 准 与 技 术 研 究 院 (National In ...

NEW YORK (AP) — Wall Street keeps setting more records, and excitement about the artificial-intelligence industry keeps leading the way. The S&P 500 climbed 0.4% to set an all-time high following mixed trading on Monday. The Dow Jones Industrial Average dipped 63 points, or 0.1%, while the Nasdaq composite rose 0.7% to its own record. Advanced Micro Devices helped lead the way and soared 23.7% after announcing a deal where OpenAI will use its chips to power AI infrastructure. As part of the deal, OpenAI ...