Nvidia - TechWire

Nvidia

2025.10.22

09:07

Shenzhen-based Orbbec ranks first in South Korea market share and leads the field of mobile robot 3D vision.

Recently, Interact Analysis, an internationally recognized industry research organization, released the "South Korean Commercial and Industrial Mobile Robot 3D Vision Market Analysis" report, which shows that Orbbec ranks first in the South Korean commercial and industrial mobile robot 3D vision market, with a market share of approximately 72%. The report notes that Chinese manufacturers account for 65% of shipments in South Korea's commercial mobile robot market. Orbbec has become the 3D camera supplier for the majority of Chinese commercial robot products launched in South Korea. In the remaining market, which is comprised of non-Chinese manufacturers, Orbbec has become the exclusive 3D camera supplier for the top three commercial robot manufacturers. It is reported that Orbbec is one of the few companies globally to have a comprehensive portfolio of six 3D vision perception technology lines, serving over 3,000 global customers and building an ecosystem that includes leading domestic and international companies such as Microsoft, NVIDIA, Alipay, and Horizon Robotics.

04:59

The three major U.S. stock indexes closed mixed, with the Dow Jones Industrial Average hitting a new high.

The three major US stock indices closed mixed, with the Dow Jones Industrial Average rising 0.47% to a new high, the S&P 500 closing flat, and the Nasdaq Composite falling 0.16%. Large technology stocks saw mixed gains and losses, with Amazon rising over 2%, Intel, Apple, Microsoft, and Meta seeing slight gains; Google fell over 2%, Tesla fell over 1%, and Nvidia fell slightly. Chinese concept stocks fell across the board, with the Nasdaq China Golden Dragon Index closing down 0.97%. Alibaba fell nearly 4%, JD.com and Miniso fell nearly 3%, and Baidu fell over 2%. Bilibili bucked the trend, rising nearly 6%.

2025.10.21

16:53

According to The Information: Nvidia (NVDA.O) discussed providing loan guarantees for OpenAI.

04:13

All three major US stock indexes closed up more than 1%, with Apple hitting a record high and concept stocks generally rising.

All three major US stock indices closed up over 1%. The Nasdaq rose 1.37%, the Dow Jones Industrial Average rose 1.12%, and the S&P 500 rose 1.07%. Large technology stocks rose across the board. Strong demand for the iPhone 17 pushed Apple's stock up about 4% to a new high. Netflix rose over 3%, Intel and Meta rose over 2%, Tesla, Google, and Amazon rose over 1%, Microsoft rose slightly, and Nvidia fell slightly. Most popular Chinese concept stocks rose. The Nasdaq China Golden Dragon Index closed up 2.39%. iQiyi rose over 8%, NIO rose nearly 5%, Kingsoft Cloud rose over 4%, Alibaba rose nearly 4%, and Bilibili and Baidu rose nearly 2%.

00:04

NVIDIA (NVDA.O) and Google Cloud announced an effort to accelerate enterprise-grade artificial intelligence and industrial digitization. Google Cloud G4 virtual machines powered by NVIDIA RTX Pro 6000 Blackwell GPUs are now generally available.

2025.10.20

22:28

Nvidia (NVDA.O) shares recovered from losses and rose 0.9% to a session high.

16:02

US tech stocks "Seven Sisters" generally rose before the market opened

The "Seven Sisters" of U.S. technology stocks generally rose before the market opened, with Tesla up 1%, Amazon and Nvidia up 0.7%, Meta and Apple up 0.5%, Google A up 0.3%, and Microsoft up 0.2%.

2025.10.17

16:01

US tech stocks "Seven Sisters" fell before the market opened, with Tesla down 2%

US tech stocks, known as the "Seven Sisters," fell across the board before the market opened, with Microsoft down 0.9%, Meta, Amazon, Apple, and Google A down 1%, and Tesla and Nvidia down 2%. Chinese concept stocks also fell across the board before the market opened, with Ctrip, Li Auto, and Tencent Music down 2%, Bilibili, Pinduoduo, Baidu, and Alibaba down 3%, and NIO down 5%.

13:20

Jensen Huang says Nvidia's share in China has dropped from 95% to 0

Nvidia founder and CEO Jensen Huang recently attended an event organized by Citadel Securities in New York. During the conversation, Huang mentioned the Chinese market. He explained that due to US export controls, Nvidia has completely withdrawn from the Chinese market, with its market share in China dropping from 95% to 0%. "The policies we (the US) have implemented have resulted in the US losing one of the world's largest markets."

04:08

The three major U.S. stock indexes closed lower, with most popular technology stocks falling.

The three major US stock indices closed lower, with the Dow Jones Industrial Average down 0.65%, the Nasdaq down 0.47%, and the S&P 500 down 0.63%. Most popular technology stocks fell, with Tesla and AMD down over 1%, while Nvidia rose over 1%. Cryptocurrency and rare earth stocks saw the largest declines, with HUT8 down over 9% and Circle down over 4%. Storage, precious metals, and mining stocks saw the largest gains, with Jintian Gold up over 6%, A-Shares up over 5%, and Pan American Silver up over 2%.

01:06

According to The Information: XAI is planning a $20 billion Nvidia (NVDA.O) chip lease and purchase deal.

2025.09.29

07:38

The global AI competition is entering a new phase, shifting from "model competition" to "computing power competition."

After AI stocks saw their prices soar alongside their performance, market concerns about a potential bubble have surfaced, including potential risks such as overvaluation, technological bottlenecks, and capital manipulation. Nvidia and OpenAI, meanwhile, announced a groundbreaking investment plan: a $100 billion joint venture to build a 10,000-megawatt AI super data center, deploying millions of GPUs to support the training of next-generation large language models. This significant move has further fueled market expectations for the future of AI computing power. Recently, several mutual fund managers told Securities Times reporters that the global AI race is entering a new phase, with the competition for AI infrastructure characterized by ultra-large scale, ultra-high energy consumption, and ultra-high investment officially underway. From chips to liquid cooling technology, from computing clusters to energy support, a global AI computing power industry chain is being fully activated. At the same time, the focus of international competition is quietly shifting from "model competition" to the more fundamental and core "computing power competition."

2025.09.26

10:01

Japanese motor manufacturer Hitachi announced the launch of the NVIDIA AI Factory to accelerate innovation in physical AI.

07:35

The LiDAR industry is in a fierce battle for position as multiple tracks are rapidly upgrading.

Recently, several lidar manufacturers have announced large orders and partnerships in the robotaxi sector, accelerating their efforts to seize the industry's "next big boom." Simultaneously, applications such as assisted driving, robotic lawn mowers, and self-driving trucks are also rapidly expanding into the market. From Hesai Technology securing $40 million in overseas orders, to RoboSense integrating into NVIDIA's ecosystem, to Tudatong expanding into the commercial vehicle market, lidar is entering a multi-scenarios, multi-track race. Industry insiders believe the lidar industry is shifting from technological breakthroughs to a race for application scenarios. While the market landscape remains uncertain, those who can pioneer successful application paths and accumulate practical experience will be well-positioned for the next phase of the industry's explosion.

2025.09.25

16:07

The US tech "Seven Sisters" saw mixed gains and losses before the market opened.

The "Seven Sisters" of U.S. technology stocks rose and fell before the market opened, with Amazon up 0.4%, Tesla up 0.2%, Nvidia up 0.1%, Microsoft flat, Meta down 0.1%, Apple and Google A down 0.2%.

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