芯片 · 2799

It is reported that Nvidia has notified customers that the price of AI-related products will increase by more than 15%

Comparing the news, according to people familiar with the matter, some major Nvidia customers have been notified that the price of servers equipped with its artificial intelligence chips will increase by more than 15% in most cases. The price increase will take effect early next year, and affected systems include models equipped with Vera Rubin and Grace Blackwell flagship chips.

1m ago

Korean retail investors are frantically betting on the recovery of the memory chip sector: 118.5 billion won in a single week to buy US memory ETFs

According to data from the Korea Securities Depository and Settlement Agency, Korean retail investors made net purchases of the “Roundhill Memory ETF” between August 14 and 20 this week, making it the second-largest net purchase of the country's overseas individual stocks and ETF investments (after Alphabet, Google's parent company). This ETF is an actively managed product, mainly investing in major memory chip companies such as Samsung Electronics, SK Hynix, and Micron. Recently, memory chip stocks have clearly picked up. The stock prices of SK Hynix and Samsung Electronics rose 21.6% and 21.8% respectively from August 10 to 21, both exceeding the 10.4% increase of the Korea Composite Index (KOSPI) during the same period. In the US market, Micron rose about 11% over the same period, and SanDisk increased by about 32%. South Korea's domestic ETF market also saw capital inflows. The data shows that the net inflow of the “TIGER US S&P500 ETF” tracking the S&P 500 index from August 14 to 20 was 1709 billion won, and the net inflow of the “KODEX US NASDAQ 100 ETF” tracking the NASDAQ 100 index was 132.3 billion won. Market participants believe that as expectations for the recovery of the semiconductor cycle heat up, investors are increasing their allocation to the AI chip and memory chip industry chain. (Daum) This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

43m agoburnking

Starcloud closes a new round of funding with $250 million led by Manhattan West Ventures

Comparatively, according to TechCrunch, the space computing power startup Starcloud announced the completion of a new round of financing of 250 million US dollars, led by Manhattan West Ventures, with Nvidia, Cisco, Benchmark, EQT and other institutions participating. Of these, Nvidia invested about 25 million US dollars in this round of financing. The new funding will be used to expand satellite manufacturing facilities and advance research and development of the next-generation orbital data center satellite Starcloud-3. Starcloud revealed that the company is already running the Nvidia H100 data center GPU in orbit and has completed model training based on that GPU. Currently, most space computing projects use edge computing chips, and Starcloud is collaborating with Nvidia to provide test data for future Vera Rubin Space-1 GPUs designed specifically for space environments. Starcloud CEO Philip Johnston also previously indicated plans to mine Bitcoin in space. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

2h agoburnking#financing

Next week's macro outlook: US and Iran sanctions, Jackson Hole, PCE, and Nvidia's earnings report are coming in four major variables. The gold sword points to $4,700

Comparing news, the global market will face multiple risk events next week. The escalation of US and Iran sanctions, Federal Reserve Chairman Walsh's debut at the Jackson Hole World Central Bank Annual Meeting, the release of PCE inflation data in the US for July, and the disclosure of Nvidia's earnings report may become core variables affecting risk asset trends. This week, the sharp rise in US long-term bond yields raised market concerns. After the Treasury expanded the scale of long-term US bond repurchases, the pressure on the bond market eased somewhat, but investors are still concerned about the US fiscal deficit, inflation, and developments in the Middle East. Driven by US debt sustainability concerns, the weakening dollar, and the Treasury Department's expansion of the US bond repurchase program, spot gold surpassed 4,600 US dollars/ounce this week, rising for the third consecutive week, and hit a high of around $4,632 on Friday. Analysts believe that if gold effectively breaks through $4,600, the next target may be at $4680 or even $4,700. Next week, the US-Iran relationship will be the primary focus of the market. US Treasury Secretary Bessent said that the Trump administration will announce new sanctions against Iran on Monday. Trump previously warned that any country providing support to Iran could face economic consequences. Meanwhile, transportation activities in the Strait of Hormuz continue to be blocked, and energy supply risks are driving crude oil to rise continuously. On the Federal Reserve side, the Jackson Hole Global Central Bank Annual Meeting will be held from August 27th to 29th, and Federal Reserve Chairman Walsh will deliver his first speech on August 28. The market is concerned about whether it will release future interest rate path signals and whether it can ease recent pressure on the US bond market. Currently, the market expects that the probability that the Federal Reserve will cut interest rates in September has declined, and traders will focus on Walsh's statement on the 2% inflation target, long-term interest rate, and monetary policy framework. In terms of economic data, the US core PCE price index for July will be released next week. This is the inflation indicator that the Federal Reserve is focusing on. The market expects core PCE to rise 0.2% month-on-month. If the data is higher than expected, it may weaken expectations of interest rate cuts and put pressure on gold; if it falls short, it may further drive the rise of precious metals. In addition, revised US second-quarter GDP values, durable goods orders, consumer confidence index, and revised non-farm payroll benchmark data will also be released one after another next week. On the corporate side, Nvidia's (NVDA) earnings report will be the focus of the US stock market. Technology stocks have recently been under pressure. The Nasdaq index fell about 2% this week, and the semiconductor sector fell by more than 4%. The market will focus on Nvidia's continued investment in AI infrastructure, the progress of Rubin chips, and the state of business in China. Analysts believe that if Nvidia's performance continues to strengthen AI growth expectations, it may become an important catalyst for the S&P 500 index to hit 8,000 points; if performance or guidance falls short of expectations, it may increase the pressure on technology stocks to adjust.

5h ago

Tencent's chip leader Gao Jianlin left his job and started a business to target the RISC-V high-performance AI CPU circuit

According to MaxForAI, according to MaxForAI, the core head of Tencent's chip research and development, has recently left Tencent and started a business. He plans to develop high-performance CPUs based on the RISC-V architecture around high-performance AI servers and agentic AI (intelligent AI). Gao Jianlin is regarded as one of the early core promoters of Tencent's self-developed chip system. According to data, he formed an FPGA hardware team within Tencent in 2013, began setting up AI chip research and development in 2018, established the Penglai Laboratory in 2020, and promoted Tencent's development of various AI chips and data center deployment. This startup focuses on CPUs rather than the currently competitive AI GPU market. According to the report, Gao Jianlin believes that with the rapid development of Agentic AI, the AI inference process will involve model call, tool execution, search, database interaction, and large-scale task scheduling, and the CPU will assume a more important scheduling and control role in the AI system. According to reports, Gao Jianlin was involved in RISC-V related research and development during his time at Tencent, and participated in various technical directions such as chip architecture, verification, and back-end. Its new company plans to build high-performance server CPUs based on the open instruction set RISC-V to enter the AI infrastructure market. Currently, the name of Gao Jianlin's new company, financing conditions, and specific product launch dates have not been disclosed. The market is concerned about whether it will become another emerging force in the field of AI chips in China targeting server CPUs and smart body infrastructure.

5h ago

Anthropic hires Google chip business executives to speed up the deployment of self-developed chips

According to news, Anthropic has hired Amir Salek (Amir Salek), one of the founders of Google's custom chip project under Alphabet (GOOG.O). As this artificial intelligence lab paves the way to enter the field of self-developed semiconductors, Salek joined as part of its hardware layout. Anthropic said on Friday that Salek will join the AI company's computing team. Salek was previously responsible for Google's Tensor Processor (TPU) business until he left office in 2022, and led the delivery of the first seven generations of TPU chips. Anthropic currently purchases chips from multiple vendors, including Nvidia (NVDA.O), Google, and Amazon (AMZN.O). However, the company has recently released signals that it wants to establish its own internal chip business. San Francisco-based Anthropic has begun recruiting people for this project and posting relevant positions.

10h ago

US stocks opened higher, crypto concept stocks generally rose, HYPE Treasury rose more than 9%

Comparative news, when US stocks opened, the Dow rose 0.5%, the S&P 500 index rose 0.4%, and the NASDAQ rose 0.4%. According to BIT (bit.com) market data, in terms of technology stocks, Micron Technology rose 1%, and the company's CEO said that currently customer demand exceeds the company's supply by about 50%. Broadcom rose 1.6%, and the company sought more than $60 billion in debt financing to provide chip infrastructure for AI companies. Crypto concept stocks are generally rising. Among them, HYPE treasury company PURR led the way, opening up more than 9%. MSTR is up 4.08% and BMNR is up 2.13%. COIN rose 5.52% and CRCL rose 6.35%. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

23h agoburnking

Nvidia expands AI infrastructure layout and invests in power developers

Comparatively, according to the Wall Street Journal, the potential deal will expand Nvidia's layout in the field of artificial intelligence infrastructure and help the company secure future data center production capacity for its chips. Nvidia has recently invested heavily in other power developers, including Lancium and SoftBank's SB Energy.

1d ago

Nvidia plans large-scale investment in data center power

Comparatively, Nvidia is in advanced negotiations and plans to invest hundreds of millions of dollars in data center power developer Cloverleaf Infrastructure. Cloverleaf provides reliable electricity and power delivery land for large-scale data center projects, with over 10 gigawatts of capacity in the project pipeline. This potential deal will expand Nvidia's advance in the field of artificial intelligence infrastructure and help secure future data center capacity for its chips. Nvidia has also recently invested heavily in other power developers, including Lancium and SoftBank's SB Energy.

1d ago

SK Hynix says no decision has been made on whether to build semiconductor production facilities in Japan

Comparing news, SK Hynix (SKHY.O) stated in the document that it has not yet decided whether to build semiconductor production facilities in Japan. The company responded to media reports that it might go to Japan to build a factory. SK Hynix said, “In order to enhance the competitiveness of the memory chip business, the company is evaluating various solutions, including the establishment of additional production sites, but no matters have been decided so far.” The company said it will further disclose relevant information when specific details are confirmed, or within one month after the publication of this report.

1d ago