News
AI Industry Logic Transformations: Key Changes After CPU Return
13+ hour, 45+ min ago (1701+ words) The evolution of the tech world always catches people off guard. Back in 2006, NVIDIA wrote the phrase "CPU is the host, GPU is the device" in the first chapter of its CUDA programming manual. At that time, few people took…...
Nvidia’s Favored Ally Stocks Plunge 5 Straight Sessions: Memory Price Volatility Sparks Wall Street Market Concerns
16+ hour, 46+ min ago (641+ words) CoreWeave has posted five consecutive losing trading sessions, with a cumulative decline of 14.3%, and its share price has tumbled 46% over the past year. Although CoreWeave operates under the wing of NVIDIA, Wall Street has long maintained a cautious stance toward…...
NVIDIA Completes the "Five-Layer Cake" Technology Ecosystem Closed Loop
2+ day, 3+ hour ago (321+ words) At GTC Taipei, Jensen Huang put forward an equation: "Compute equals revenue". The underlying message is that AI companies, cloud providers, and enterprise customers are not buying hardware, but intelligent production capacity that can continuously generate returns in the future....
Lisa Su's 2025 MIT Speech: The Most Valuable People in the Future Possess This Game-Changing Mindset | Exclusive Insights from AMD CEO
1+ week, 1+ day ago (1451+ words) In May 2026, Lisa Su, CEO of the $900 billion market cap chip giant AMD, returned to her alma mater the Massachusetts Institute of Technology and delivered a thought-provoking speech at the commencement ceremony. In her speech, Lisa Su mentioned a highly…...
Why Are Graphics Cards Getting More Expensive? NVIDIA Vice President Explains Moore's Law Is Long Dead
1+ week, 1+ day ago (1833+ words) That was a cold era for "intelligence", and very few people believed those bulky, heat-emitting graphics cards could have any connection to the human brain. Today, Bryan is back at NVIDIA, serving as Vice President of Applied Deep Learning Research....
Why This Century-Old Monosodium Glutamate Enterprise Has Become an Indispensable Key Material Supplier for AI Chips
1+ week, 2+ day ago (1653+ words) In recent years, AI chips have essentially become the barometer of the capital market. Every new chip launched on the market immediately draws widespread attention from all parties. Yet few people know that a critical material called ABF Film is…...
9 Huawei "Genius Youths" Secured Over 7.7 Billion Yuan in Total Financing
1+ week, 2+ day ago (929+ words) Huawei's "Genius Youths" and senior executives have emerged as a pivotal force in the embodied intelligence startup landscape. Just yesterday, Moqi Intelligence, an embodied intelligence company founded by former Huawei Genius Youth Huang Qingqiu and former senior Huawei executive Gao…...
Surge 147 Times: Nvidia's Strongest Rival Secures $6.8 Billion in Orders
2+ week, 7+ hour ago (1265+ words) Etched specializes in AI inference chips. It focuses solely on this, aiming to be faster, more energy - efficient, and cheaper than NVIDIA GPUs. In 2023, Etched's valuation was $34 million, and it has skyrocketed by about 147 times to date. Etched's story begins…...
NVIDIA Invents the "Computing Power Loan"
2+ week, 11+ hour ago (288+ words) In July 2026, NVIDIA announced a new business. It didn't come up with a fancy technical name, but its essence is clear: exchanging computing power for profit. AI startups no longer need to pay cash to buy GPUs. NVIDIA accepts their…...
SemiAnalysis: Unveiling the Dual Realities of Nvidia's Rubin Platform
2+ week, 2+ day ago (244+ words) The semiconductor research institution SemiAnalysis has successively released two judgments, outlining the "ice and fire" sides of opportunities and challenges in NVIDIA's future. However, in the morning of the same day, SemiAnalysis disclosed another piece of negative news: About three…...