WASHINGTON, DC - APRIL 30: President and CEO of Nvidia Jensen Huang speaks on AI at the return of ... More American manufacturing at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, DC. The Hill and Valley Forum brings together lawmakers, tech CEOs, and venture capitalists to discuss technology and national security. (Photo by Kevin Dietsch/Getty Images)Getty ImagesNvidia co-founder Jensen Huang should be praised for traveling to China this week in pursuit of expansion in what ...

Over the past couple of years, Nvidia (NVDA 0.53%) and Palantir Technologies (PLTR -0.33%) have both shown their strengths in artificial intelligence (AI) -- and as a result, their earnings and stock performance have soared. Last year, Nvidia was the best-performing component in the Dow Jones Industrial Average (though it only was added to the venerable blue chip index in November), and Palantir posted the biggest gain in the S&P 500.Both of these players have continued to advance, and considering that we'r ...

Nvidia (NVDA -0.74%) has been one of the biggest winners since ChatGPT started the artificial intelligence (AI) boom in late 2022. The company's trailing-12-month earnings per share have increased 1,690% since the fiscal year that ended in January 2023, and its share price has increased 715%.Yet several prominent hedge fund managers sold Nvidia during the first quarter and added shares of Palantir Technologies (PLTR 3.54%), a stock that has returned 2,000% since January 2023.Billionaire Ken Griffin of Citad ...

文章核心观点 国际货币基金组织下调今明两年世界增长预测，特朗普关税引发全球贸易战担忧，不过微软和Meta财报利好使云基础设施供应商CoreWeave股价上涨，尽管此前微软有项目放缓情况但目前表现相对稳定 [1][2][4] 行业情况 - 国际货币基金组织大幅下调今明两年世界增长预测，警告因特朗普关税引发全球贸易战前景可能进一步恶化 [1] CoreWeave公司情况 - CoreWeave 3月上市，周四股价因微软云销售超预期及Meta提高资本支出预测而飙升达17%，现股价约45美元，较IPO价高5美元 [2][6] - CoreWeave 2017年以不同名称用英伟达芯片开展加密货币挖矿业务，2019年更名并拓展业务，现与顶级云服务提供商及小型运营商竞争 [8] - CoreWeave将在5月14日发布作为上市公司的首份财报 [9] - 2023年微软因ChatGPT崛起向CoreWeave采购英伟达GPU，2024年微软占CoreWeave营收62%，3月CoreWeave与OpenAI达成五年119亿美元协议，未来微软占承诺合同营收将低于一半 [7] 微软公司情况 - 微软Azure等云服务本季度营收同比增长33%超预期，财务总监预计2026财年资本支出仍会增长但增速低于当前财年 [5] - 微软曾放缓或暂停早期数据中心项目，4月停止部分地区开发讨论，但目前表现相对稳定 [4] - 截至3月31日微软有948亿美元未完成的融资租赁，较两季度前近109亿美元有所下降，通过融资租赁使用CoreWeave基础设施补充自身数据中心的英伟达GPU [9] 其他公司情况 - 在线贷款机构Klarna和票务市场StubHub因特朗普关税宣布推迟上市 [6] - Meta提高2025年资本支出预测 [2]

合作项目启动 - Meta与Booz Allen Hamilton联合推出开源AI模型"Space Llama"，旨在支持国际空间站国家实验室低轨道宇航员的科研工作 [1] - 该项目基于Booz Allen Hamilton 8月在空间站部署的首个大型语言模型基础，此次升级整合了Meta优化后的Llama 3.2版本 [3] 技术架构 - 系统采用HPE太空级计算机Spaceborne Computer-2与Nvidia GPU提供算力支持 [3] - Llama 3.2模型经过专门调优以适应太空环境下的科研需求 [3] 战略愿景 - Meta高管提出开源AI模型将推动太空探索创新，帮助宇航员解决复杂科学问题并开辟全新研究路径 [2] - 该合作标志着AI技术在太空应用场景的快速迭代，从首次部署到技术栈升级间隔不足一年 [3]