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NVIDIA
Company · mentioned 1222 times
American semiconductor company that designs GPUs and AI computing platforms, led by CEO Jensen Huang.
Company · mentioned 1222 times
American semiconductor company that designs GPUs and AI computing platforms, led by CEO Jensen Huang.
Run the Numbers· 9 Nov
Kevin Hettrich says QuantumScape consciously picked up the semiconductor business model, where NVIDIA does chip design, TSMC makes the chips and ASML supplies the equipment, because specialization and the size of the network benefit everyone.Alles auf Aktien – Die täglichen Finanzen-News· 9 Nov
Wer zu viel auf einzelne KI-Werte gesetzt hat, sollte die nächste Erholung nutzen, um den Klumpen zu verkleinern, und wer gezielt Chips kaufen will, sollte das in Tranchen tun statt mit einem großen Schlag vor den NVIDIA-Zahlen.Startup Insider· 9 Nov
Jan Thomas says Nvidia uses its chip power as a currency to go shopping for startups.Startup Insider· 8 Nov
Philipp Müller says NVIDIA is 24%, AMD 38% and Micron 46% below their 2026 highs."The Cognitive Revolution"· 7 Nov
Nathan Labenz compares the data center buildout to the fracking boom and says he would not be shocked if 20% of GPUs missed their regular NVIDIA six-month check-in, with some of those finding their way somewhere else.