In China there are dozens of companies that are dedicated to the design of GPU for applications of artificial intelligence (AI). Stepfun, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex or Moore Threads They are some of the most important. However, currently One shines more than … Read more
In Nvidia everything goes on wheels, but Not even enough for Wall Street. The latest quarterly results report has once again demonstrated Eun Eun Exceptional Power, but be careful. The most important company in the world –by stock marketat least – has an Achilles heel. A dangerous concentration of customers. He Official document With the … Read more
The journey in China of the Nvidia GPU for artificial intelligence (AI) H20 He has been full of ups and downs. Since this chip reached the Chinese market in mid -2024 its sales 50% quarter to quarter grewwhich positioned it as The most successful Nvidia product of recent years. However, this era of bonanza lasted … Read more
The future of Nvidia in China is every day that spends more gloomy. In early October 2024 Chinese administration arrived to the companies of artificial intelligence (AI) A recommendation in which I asked them to use chips produced in China as much as possible. Ten months later This recommendation has been transformed into a requirement. … Read more
Nvidia has presented her Results of the second fiscal quarter. Technically beat all forecasts: Adjusted benefits of $ 1.05 per share compared to the 1.01 expected. Revenues of 46,740 million dollars against the projected 46,230 million. The company has also projected income of 54,000 million for the current quarter, slightly above the consensus of 53.4 … Read more
Deepseek shook at the beginning of 2025 the foundations of the industry of the artificial intelligence (AI). This Chinese model developed by the specialized quantitative coverage fund trading High-Flyer algorithmic monopolized all the attention because He gave us free of charge an AI with a quality similar to the comparable solutions of Openai or Google. … Read more
Nvidia will present its results from the second fiscal quarter on Wednesday. The market Wait for income of 46,000 million dollars54% more than a year ago, with benefits per share of $ 1.01, 48% higher. Why is it important. Nvidia is no longer just one more technological company. With almost 8% of the weight of … Read more
Nvidia is preparing to open the door to the door to The photonic silicon. Just a few hours ago it has started in Palo Alto, California (USA), the Specialized Conference in Semiconductor Engineering and High Performance Computing ‘Hot Chips’. And the company led by Jensen Huang has not let out the opportunity to announce that … Read more
A little over a month ago, Nvidia got what seemed impossible: that the United States government would leave him Sell your H20 chip to China. The movement arrived after the prohibition of doing so in April, when a complicated scenario was drawn: that Nvidia entered this year 15,000 million dollars less, according to the company. … Read more
The cloud game was the future. But it seems that The future resists arrivingbecause the gamers continue to prefer to go to their consoles and their pcs. And yet GeForce Nowthat has just reinforced the big. For all. To start, the guts. The GeForce Now infrastructure has been reinforced, and now the servers in charge … Read more
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