英伟达 · 2403

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

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)

7h 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.

10h ago

Review of this week's macro hot topics: the US debt crisis, AI infrastructure, and geopolitical conflicts are the main lines of the market this week

Comparing news, the global market this week focused on US debt pressure, AI capital expansion, and the US-Iran economic game. After the US Treasury expanded the scale of long-term treasury bond repurchases, US bond yields declined briefly, but the market feared that fiscal deficits and debt growth pressure would be difficult to ease through liquidity tools. The US federal government debt surpassed 40 trillion US dollars for the first time. The yield on 30-year US bonds once rose to a high level since 2007, and the global long-term bond market was under pressure simultaneously. The minutes of the Federal Reserve's July meeting show that internal hawkish forces are growing, and there are more than three voting members supporting interest rate hikes. Some officials are concerned that tariffs, energy prices, and AI infrastructure investments could drive up inflation. Meanwhile, Federal Reserve Chairman Walsh suggested that in the future, consideration could be given to reducing the number of annual meetings from 8 to 6. Driven by the weakening dollar and risk aversion, gold broke through the 4,600 US dollars/ounce mark this week and rose for the third week in a row; crude oil was higher, supported by the risk of the Strait of Hormuz and expectations of US sanctions against Iran. Geographically, the US-Iran relationship is shifting to putting pressure on the economy. The US plans to weaken Iran's economy by expanding sanctions and economic isolation, while Iran is studying countermeasures against energy transportation nodes, and the safety of the Strait of Hormuz has become the focus of market attention. In the field of technology, AI infrastructure competition continues to escalate. Nvidia guarantees up to $105 billion for the OpenAI data center project, and Broadcom is also planning an AI financing plan of up to $100 billion. Meanwhile, Anthropic's revenue surpassed OpenAI for the first time, and plans to advance IPOs, further intensifying AI companies' commercialization competition. On the capital market side, Yushu Technology skyrocketed on the first day it landed on the Science and Technology Innovation Board. At one point, its market capitalization exceeded 44 billion yuan, and founder Wang Xingxing's net worth increased dramatically. South Korean semiconductor giant SK Hynix announced a repurchase plan of approximately 40 trillion won, and Samsung is also planning to increase shareholder returns. Furthermore, trade negotiations between the US and Canada ushered in a critical window. The US suspended the imposition of up to 50% tariffs on Canadian goods for three days, and the two sides continued to seek trade agreements. The core logic of the market this week still revolves around three themes: whether US fiscal pressure worsens further, whether AI capital investment is forming a new round of asset bubbles, and whether global geopolitical risks are driving safe-haven assets to continue to rise.

14h ago

Nvidia Rubin begins mass production and delivery: Microsoft's first devices have arrived

Comparing news, AI News, Microsoft CEO Satya Nadella published a data center site map. Microsoft's first mass-produced version of NVIDIA Vera Rubin has arrived. Nvidia later confirmed that Vera Rubin is entering full mass production. Vera Rubin is a next-generation rack-scale AI computing platform after Blackwell. The NVL72 incorporates 72 Rubin GPUs and 36 Vera CPUs. Nvidia says that compared to the GB200 NVL72, it can reduce the inference cost per million tokens to about one-tenth, and the number of GPUs required to train the MoE model to one-quarter.

15h 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.

15h ago

The three major US stock indexes closed higher this morning. Cryptocurrency concept stocks continued to rise, and Tesla hit a new high during the month

Comparative news is that US stocks closed on Friday. The Dow initially closed up 0.98%, the S&P 500 index rose 0.43%, and the NASDAQ rose 0.43%. Tesla (TSLA.O) rose 5.14%, Oracle (ORCL.N) rose 3.11%, and SpaceX (SPCX.O) rose 2.22%. Intel (INTC.O) fell 2.24% and Nvidia (NVDA.O) fell 0.98%. In terms of cryptocurrency concept stocks, MSTR rose 6.10%, CRCL up 5.16%, COIN 8.20%, BMNR 5.84%, SBET 4.22%, and PURR 4.96%.

16h ago

When US stocks opened, AI concept stocks generally rose, and ultra-microcomputers rose more than 2.66%

Comparative news, according to MSX.COM data, when US stocks opened, the Dow rose 0.52%, the S&P 500 index rose 0.41%, the NASDAQ rose 0.47%, and the VIX Panic Index fell 3.25%. AI concept stocks rose 2.66%, Baidu 2.43%, Astera Labs 2.19%, TSMC 2.03%, and Ambarella 1.87%. According to reports, MSX is a leading RWA trading platform. It has launched hundreds of RWA tokens, covering popular US stocks and ETF tokens such as Nvidia, GOOGL, MSFT, AMZN, META, TSM, and AMD.

1d ago