By Stephen Nellis SAN FRANCISCO (Reuters) -Nvidia's move to invest up to $100 billion into OpenAI at the same time it plans to supply millions of its market-leading artificial intelligence chips to the ChatGPT creator has little precedent in the tech industry. Under the deal, Nvidia will be taking a financial stake in one of its largest customers, but without receiving any voting power in return, according to a person close to OpenAI. The ChatGPT maker will receive some - but not nearly all - of the capi ...

Samsung Electronics Co. SSNLF has reportedly received the green light from Nvidia Corp. NVDA for its latest high-bandwidth memory (HBM3E) product, marking a significant breakthrough in the AI hardware chip supply race.Samsung Wins Nvidia Nod For HBM3E Memory ChipsSamsung’s fifth-generation 12-layer HBM3E product has passed Nvidia’s qualification tests, according to sources familiar with the matter, reported KED Global on Friday. This approval comes after a year and a half of development and several unsucces ...

Nvidia Corp NVDA isn't hoarding chips – it's flexing. The AI titan's inventory spiked 33% last quarter to $8.7 billion, a number that rattled some investors. But management says the surge isn't a red flag; it's a calculated bet.Track NVDA stock hereA bet on soaring demand for its Blackwell Ultra (BWU) chips, much of which has already shipped this quarter. Lead times remain measured in "quarters, not months," proof that the AI supercycle is far from cooling.Speaking at a JPMorgan investor meeting, Nvidia's V ...

市场竞争格局 - AMD在AI加速器业务规模上远落后于Nvidia，2024年AI加速器收入仅50亿美元，而Nvidia最近一个季度数据中心收入就超过390亿美元 [1] - AMD最新MI350X和MI355X GPU性能虽提升显著（AI计算性能提升4倍，推理性能提升35倍），但仍与Nvidia Blackwell架构GPU处于同一水平线 [2] - Nvidia凭借CUDA软件生态构建了关键竞争优势，AMD的ROCm生态仍在艰难追赶 [8] 技术产品对比 - AMD MI350X/MI355X采用288GB HBM3E内存和8TB/s内存带宽，规格与Nvidia GB300 Superchip持平 [2] - 计划2026年推出的MI400X将实现10倍性能跃升，配备432GB HBM4内存和19.6TB/s带宽，预计超越Nvidia当前产品 [4][6] - Nvidia计划2026年下半年推出Vera Rubin架构芯片，计算性能预计提升3倍以上，Rubin Ultra将在2027年进一步升级内存配置 [5] 未来产品路线 - AMD 2026年将推出集成72个MI400 GPU的Helios机架级解决方案，搭配256核Venice EPYC CPU和Vulcano AI网卡 [7] - 机架级方案Helios瞄准高密度集群需求，应对大型AI模型处理挑战 [7] - AMD预计2028年AI芯片市场规模将达5000亿美元，公司当前50亿美元年收入存在巨大增长空间 [9] 市场定位展望 - 尽管MI400系列和Helios将推动收入增长，AMD在AI加速器领域仍将长期落后于Nvidia [10] - 内存配置将成为AMD差异化优势，MI400X相比Rubin提供更大容量和带宽 [6] - 无需超越Nvidia，仅通过扩大市场份额即可实现业务规模显著增长 [9]

公司市值与市场表现 - 公司市值达到3 45万亿美元 超越微软的3 44万亿美元 成为全球市值最高的上市公司 [1][2] - 公司股价周二上涨3%至141 40美元 过去一个月累计涨幅达24% [2] - 自2024年6月以来 公司与苹果、微软在市值排名上持续轮换 最近一次登顶是在2025年1月24日 [2] 行业联动效应 - 公司股价上涨带动芯片行业普涨 博通上涨3% 美光科技上涨4% [3] - 追踪芯片股的VanEck半导体ETF单日涨幅达2% [3] 技术发展动态 - 公司宣布将为美国劳伦斯伯克利国家实验室的超级计算机提供新一代Vera Rubin芯片 [1]