Nvidia - TechWire

Nvidia

        2025.06.17
    
16:49

                            Meta to launch next-generation ASIC chips as early as Q4
                        
                            Meta Platforms is rumored to launch the next-generation AI ASIC chip MTIA T-V1 designed by Broadcom in the fourth quarter of 2025, and its specifications are expected to exceed Nvidia's Rubin AI GPU.
                        
15:44

                            Market news: Siemens AG and NVIDIA (NVDA.O) expand their partnership to accelerate the implementation of artificial intelligence applications in the industrial field.
                        
10:27

                            NVIDIA will exhibit at the Chain Expo for the first time
                        
                            The third Chain Expo will be held in Beijing from July 16 to July 20, with the theme of "Connecting the World, Creating the Future". This morning, the State Council Information Office held a press conference to introduce the preparations for the third Chain Expo. Yu Jianlong, Vice President of the China Council for the Promotion of International Trade, introduced that there are many new faces in the third Chain Expo, with more than 230 new Chinese and foreign partners participating for the first time. NVIDIA, a global leader in artificial intelligence, will exhibit at the Chain Expo for the first time. There are many new products, and it is expected that there will be more than 100 first launches, first exhibitions and first shows during the exhibition period, an increase of 10% over the previous session. There are more new highlights, and the innovation chain exhibition area will be set up for the first time, the global supply chain index matrix will be launched for the first time, and the "Chain Expo New Products Collection" new product launch event will be held for the first time, and the visual industry maps of each chain and exhibition area will be released.
                        
10:26

                            China Council for the Promotion of International Trade: Yushu Technology, Qiangnao Technology and others will form the Zhejiang artificial intelligence industry chain to participate in this Chain Expo
                        
                            Yu Jianlong, Vice President of the China Council for the Promotion of International Trade, said at a press conference held by the State Council Information Office that there are many new faces in this (third) Chain Expo. Among the exhibitors, there are many old friends who have participated in the exhibition for three consecutive sessions, as well as more than 230 new Chinese and foreign partners who are participating for the first time. Some enterprises in important domestic industrial clusters actively form groups to participate in the exhibition. For example, cutting-edge enterprises such as Yushu Technology and Qiangnao Technology will form the Zhejiang artificial intelligence industry chain to participate in the exhibition. Hubei will have 18 furniture-based intelligent enterprises to appear. NVIDIA, a global artificial intelligence leader in the United States, will also appear and exhibit at the Chain Expo for the first time. There are many new products. It is expected that there will be more than 100 first-time debuts and first exhibitions during the exhibition period, an increase of 10% over the previous session. There are more new highlights. For the first time, we will set up an innovation chain zone, launch the global supply chain index matrix, hold the "Chain Expo First Station" new product launch event for the first time, and release the visual industry maps of each chain and exhibition area for the first time.
                        
        2025.06.14
    
04:11

                            The three major U.S. stock indexes all closed down more than 1%, and the energy sector rose against the trend
                        
                            U.S. stocks opened lower and fell, with all three major indexes falling by more than 1%. The Dow fell 1.79%, a cumulative decline of 1.32% this week; the Nasdaq fell 1.3%, a cumulative decline of 0.63% this week; the S&P 500 fell 1.13%, a cumulative decline of 0.39% this week. Most large technology stocks fell, Intel fell more than 3%, Nvidia fell more than 2%, Apple and Meta fell more than 1%, Microsoft, Netflix, Google, and Amazon fell slightly; Tesla rose by about 2%. The energy sector rose against the trend, with Houston Energy rising more than 119%, U.S. Energy rising more than 55%, Indonesia Energy rising about 45%, and Mesa Royalty Trust rising about 29%. Drone manufacturer Airo closed up 140% on its first day of US IPO. Oracle rose more than 7%, with a cumulative increase of nearly 24% this week, the best single-week performance since 2001.
                        
        2025.06.13
    
21:14

                            Nvidia CEO Huang Renxun responds to Ren Zhengfei's latest speech
                        
                            Nvidia CEO Huang Renxun recently expressed his views on Ren Zhengfei's speech. He said, "(Although) our technology is one generation ahead of theirs, it is important to remember that artificial intelligence at the technical level is a parallel problem. If the performance of each computer is not strong enough, then use more computers. What he said is that China has sufficient energy and they will use more chips. So in many ways, he is saying that China's technology is good enough for China. If the United States does not want to participate in China (the market), Huawei can cover the needs of the Chinese market and all other regions." On June 10, Huawei founder Ren Zhengfei said that there is no need to worry about the chip problem. Using methods such as superposition and clustering, the calculation results are comparable to the most advanced level.
                        
20:54

                            AMD releases two generations of flagship AI chips to challenge Nvidia Morgan Stanley: MI400 may become a key turning point
                        
                            AMD unveiled its strongest AI product lineup ever at the AMD Advancing AI Conference - flagship data center AI chips, AI software stacks, AI rack-level infrastructure, AI network cards and DPUs, fully revealing its ambition to compete with Nvidia. Morgan Stanley said that AMD released MI350 as expected, but the focus is still on the rack-level MI400/450 products to be launched next year. If the product can be delivered on schedule, it may have a greater impact.
                        
17:29

                            German government discusses building AI infrastructure with Nvidia CEO Jensen Huang
                        
                            The German government discussed with Nvidia CEO Jensen Huang the establishment of an independent AI infrastructure and the promotion of Germany's AI ecosystem; Nvidia will participate in the joint investment with German industrial partners to build an AI infrastructure tailored to German industrial needs.
                        
17:27

                            German Government: Will invest together with German industrial partners to build an artificial intelligence infrastructure tailored to German industrial needs, and NVIDIA will participate.
                        
17:26

                            German Government: Discussed with Nvidia CEO Jensen Huang about building an autonomous AI infrastructure and promoting Germany's AI ecosystem.
                        
17:25

                            German Government: German Chancellor Merz meets with Nvidia CEO Jensen Huang.
                        
17:07

                            Deutsche Telekom: Cooperate with Nvidia (NVDA.O) to build the first industrial artificial intelligence cloud for European manufacturers; realize the deployment of artificial intelligence cloud by 2026 at the latest.
                        
17:07

                            Nvidia (NVDA.O) is teaming up with Deutsche Telekom to build the first industrial artificial intelligence cloud for European manufacturers.
                        
04:12

                            The three major U.S. stock indexes all closed slightly higher, with the S&P 500 and Dow Jones hitting new closing highs in at least three months.
                        
                            U.S. stocks opened low and ended high, with all three major indexes closing slightly higher. The S&P 500 rose 0.38%, the Dow Jones Industrial Average rose 0.24%, and the Nasdaq rose 0.24%. Among them, the S&P 500 hit a new closing high since the end of February, and the Dow Jones Industrial Average hit a new closing high since early March. Large technology stocks rose and fell, with Microsoft and Nvidia rising more than 1%, Intel, Apple, and Amazon rising slightly; Tesla fell more than 2%, Netflix, Google, and Meta fell slightly. Oracle rose more than 13%, setting a record closing high, and the company's fourth-quarter results exceeded expectations. Chime (CHYM.US), a U.S. financial technology company, rose more than 37% on its first day of listing. The IPO was priced at $27 per share. Boeing fell nearly 5% after an Air India Boeing 787 crashed.
                        
02:29

                            Nvidia (NVDA.O) CEO: Under US chip export controls, Nvidia will adjust its forecast range.

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