英伟达投资动态 - 英伟达作为AI热潮最大受益者之一 其股票因芯片需求激增而飙升 年初至今涨幅达32%[1][3] - 英伟达投资被视为市场信誉标志 能有效推动被投企业获得资金与市场动能[1] - 近期投资目标为英国AI数据中心企业Nscale 此前曾投资云提供商CoreWeave并使其股价自2025年3月上市后增长两倍[2] Nscale融资情况 - 完成11亿美元B轮融资 创欧洲史上最大B轮融资记录[3] - 挪威工业投资公司Aker领投2.85亿美元 获得9.3%股权 未来可能增持至12.2%[4] - 参与投资方包括英伟达 诺基亚和戴尔等科技企业[3] 资金用途与战略规划 - 新融资将用于在欧洲 北美和中东部署大规模AI基础设施[4] - 重点推进"AI工厂"数据中心建设 扩展垂直整合的AI云平台[4] - 计划在挪威项目投资10亿美元 目标到2027年安装10万块英伟达GPU[8] - 英国项目将于明年初首批部署8000块GPU 并可扩展至3.1万块[8] 企业合作与定位 - 与OpenAI在英国和挪威合作建设数据中心 作为ChatGPT制造商Stargate投资计划组成部分[8] - 定位为全球顶级AI基础设施平台 专注于满足激增需求并实现大规模技术突破[5] - 致力于为客户提供稀缺计算容量 快速建设安全合规且节能的AI基础设施[6] 公司背景信息 - 2023年从澳大利亚加密货币矿业公司Arkon Energy分拆成立[8] - 目前仍为私人控股企业 未在任何证券交易所公开上市[7] - 总部位于伦敦 专注于AI数据中心领域[8]

Key Points Nvidia plans to gradually invest up to $100 billion in OpenAI. The agreement will support a massive planned data center build-out by OpenAI that could include 4 million to 5 million GPUs. Nvidia's portfolio of investments includes both customers and suppliers. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is at it again. Just days after surprising the market with a $5 billion investment in Intel, it's forming a similar tie-up with OpenAI. However, the scale of this deal ...

Nvidia Corp NVDA just flipped the script on corporate strategy: it gives customers money to buy its chips and, in return, secures its own growth. The $100 billion planned investment in OpenAI isn't charity; it's a masterstroke in demand engineering. By funding AI data centers stacked with millions of Nvidia GPUs, the company ensures its chips remain the backbone of the AI boom, while Wall Street applauds the genius of CEO Jensen Huang's latest play.Track NVDA stock here.The plan? Build and deploy AI data ce ...

[Music] Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance's Ali Canal, who's here to keep things simple and understandable and lively. And today we're going to be talking about good old-fashioned stock picking, rulebreaking, and how we can level the investing playing field for the ...

(Reuters) -Chipmaker Nvidia is set to invest up to $100 billion in ChatGPT-parent OpenAI, signing a letter of intent for a strategic partnership to deploy at least 10 gigawatts of compute, the companies said on Monday. Nvidia has used its financial clout to keep its hardware central to the buildout of artificial intelligence systems. Keeping OpenAI, which is also exploring its own chip designs, as a key customer could help the company reinforce its dominance as the industry considers rival suppliers. Her ...

英伟达投资计划 - 英伟达CEO黄仁勋承诺投资20亿英镑（26亿美元）以推动英国AI初创企业生态系统发展[1] - 该投资计划将包括来自风险投资机构Accel、Air Street Capital、Balderton、Hoxton Ventures和Phoenix Court的资金[3] Wayve融资进展 - Wayve与英伟达签署意向书 拟在下一轮融资中获得5亿美元战略投资[2] - 该5亿美元暂定承诺属于英伟达AI初创企业投资计划的一部分[2] - 英伟达曾参与Wayve在2024年5月完成的10.5亿美元C轮融资[2] - Wayve尚未公布D轮融资预计完成时间 但表示正在快速推进[3] 技术合作与产品开发 - Wayve自2018年起与英伟达保持密切的开发合作关系[7] - 第二代自动驾驶平台集成于福特Mach E测试车辆 使用英伟达GPU[8] - 新发布的第三代平台采用英伟达Drive AGX Thor车载计算开发套件[8] - 第三代平台将支持"脱眼"高级驾驶辅助系统及L4级无人驾驶功能 适用于城市道路和高速公路[8] 技术创新特点 - Wayve采用端到端神经网络技术 无需高精地图且仅通过数据教导车辆驾驶[3] - 自学习型自动驾驶系统不依赖特定传感器或地图 可与现有摄像头和雷达协同工作[6] - 数据驱动学习方式同时适用于"视线内"辅助驾驶和"视线外"全自动驾驶系统[3] - 技术方案与特斯拉策略类似 对汽车制造商具有特殊吸引力[6] 商业发展前景 - 公司计划向汽车制造商和其他科技公司销售"具身AI"技术[4] - 黄仁勋公开表示Wayve可能成为"下一家万亿美元级企业"[9] - 演示视频显示黄仁勋在伦敦公共道路上首次体验Wayve装备车辆并向CEO交付Thor开发套件[9]

Thanks, Brian. Yeah, I did get rid of the hard hat because I'm outside now here with Brad Smith, president of Microsoft, here to talk about this new AI data center in Mount Pleasant. Your hometown, by the way.This is a homecoming for you, right. I >> spent 5 years growing up here as a kid. >> All right.So, this is great. So, we're sitting here, this facility right now. I just got to take a tour through it.It's really cool to see where all the spending is going. This is this facility in particular, $3.3% bil ...

An Nvidia Corp. logo at the refreshment area at the ai-Pulse conference at Station F technology campus in Paris, France, on Friday, Nov. 17, 2023. The race for AI dominance has intensified geopolitical rivalries as countries seek to harness the technology’s potential for economic growth and influence. Nscale, a little known British data center company that spun out of a crypto miner last year, has found itself at the forefront of a massive artificial intelligence-fueled data center boom. Nvidia Corp. is ...

AI is central to a new technology partnership between the U.K. and the U.S., but cooperation on crypto policy isn't a top priority. | Credit: SOPA Images / Getty Images. Key Takeaways Big Tech firms announced £31 billion of new investments in the U.K. this week. AI is central to a new technology partnership between the U.K. and the U.S. Cooperation on crypto policy isn’t a top priority, however. As U.S. President Donald Trump visits the U.K. American Big Tech firms have announced billions of dollar ...

Note: The following is an excerpt from this week’sEarnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>Here are the key points:For 2025 Q3, total S&P 500 index earnings are expected to be up +5.1% from the same period last year on +6.0% higher revenues. The positive revisions trend makes the overall setup for the Q3 earnings season favorable, but it raises the odds of actual results coming up ...