A Chinese startup called Zhonghao Xinying (known internationally as CL Tech) has come to the fore with a bold promise. The company claims to have developed an AI chip that not only circumvents Western intellectual property restrictions, but also outperforms NVIDIA’s A100 chip. Which is very good, but also a little bad. Chana arrives. The … Read more
NVIDIA promised them very happy being the best-positioned AI chip manufacturer. At least it was until Google has started making chips. This new scenario has excited investors, who have rushed to buy Alphabet shares, making your price goes up up to 6.3% from one day to the next, and accumulating an advance of more than … Read more
Microsoft, NVIDIA and Anthropic have announced recently a series of strategic alliances that redistribute the map of power in the generative AI race. Anthropic will deploy its Claude models in Azure, Microsoft’s cloud, while committing to purchase $30 billion in computing capacity and contract additional capacity of up to one gigawatt. For their part, NVIDIA … Read more
SoftBank has sold its 32.1 million NVIDIA shares for $5.83 billion, completely liquidating its position in the chipmaker, according to CNBC. It has also divested part of its stake in T-Mobile for another 9.17 billion. Why is it important. The sale speaks of a radical strategy: SoftBank is abandoning the physical infrastructure (chips) to bet … Read more
Too big to fail or, in English, “too big to fail.” It is a theory of economics and finance which argues that certain corporations, especially banks, are so large and so interconnected that their failure would have catastrophic consequences for the global economy and therefore must be rescued by governments. The speech gained traction in … Read more
Michael Burry, the well-known investor and fund manager who predicted the 2008 financial crisis, has recently shown his bearish positions against NVIDIA and Palantir just after launching on social networks a warning about excess optimism in the market. Warning which the Bloomberg media has qualified ‘cryptic’, for several reasons. The movements, made known in regulatory … Read more
Everywhere we look, there is artificial intelligence. Everyone talks about it, but what is its fuel? It’s not the data or the chips: it’s the electricity. While in the West technology companies are looking for how to power their data centers —increasingly energy hungry—, China has decided to take a different step. Beijing has designed … Read more
At NVIDIA they can’t stop rubbing their hands. They sell by piece and they don’t stop signing circular financing agreements that do nothing more than enlarge your position current. The company has made gold with the rise of artificial intelligence, and to talk about it we have dedicated this new Crossover 1×28 to recount the … Read more
NVIDIA has unveiled its platform Drive AGX Hyperion 10a computing and sensor system designed for any manufacturer to produce Level 4 autonomous vehicles. Uber has already signed an agreement to deploy 100,000 units across its global network starting in 2027, and Stellantis, Lucid and Mercedes-Benz have also joined the project. Why is it important. For … Read more
Nokia stopped being in the general public’s conversations years ago. For many people, Nokia is a memory of those rugged phones from decades past. That is why it has attracted so much attention that NVIDIA, the most powerful company right now in the world of artificial intelligence, announce that it is going to invest 1 … Read more
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