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• BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks · Bloomberg · Bloomberg Ryan Vlastelica Tue , according to Bank of America. blog.naver.com · 2026.08.18
• 2026년 7월 20일 [News] NVIDIA announced it is working with Noetra Corp. to launch an NVIDIA Vera Rubin AI factory with for physical AI, strengthening the country’s AI ecosystem across manufacturing, logistics, healthcare blog.naver.com · 2026.07.20
• S&P의 Oracle 신용등급 하향조정, 모두의 문제 Junk Bond. * Oracle Corp.’s rapidly expanding AI infrastructure business is increasing its overall credit risk, reflecting our more cautious view of the AI infrastruc....... blog.naver.com · 2026.07.10
• Marvell 주가 10% 급등: 2분기 실적 발표 앞두고 차세대 AI 스토리지 공개 (NASDAQ:MRVL) 주가는 화요일, FMS(The Future of Memory and Storage) 행사에서 차세대 AI 메모리 및 스토리지 인프라 제품을 공개하고 2026년 Marvell의 경쟁사인 Broadcom Inc(NASDAQ:AVGO) 와 Intel Corp(....... blog.naver.com · 2026.08.04
• 커서 인수 Space Exploration Technologies Corp. of SpaceX’s Class A common stock. blog.naver.com · 2026.06.16
• Nvidia CEO는, “저는 모든 사람이 이런 유형의 AI를 사용하기를 권장합니다. 그 AI는 무료이고 당신에게 ‘당신이 좋아하는 것은 무엇이든 가르쳐줄 수 있습니다’”고 말한다 AI at Work Nvidia CEO: ‘I would encourage everybody’ to use this type of AI—it’s free and can teach you Jensen Huang, co-founder and chief executive officer of Nvidia Corp., during a news conference in Taipei blog.naver.com · 2025.03.11
• 샘 알트만의 빅픽쳐들.. 그리고 물밑 움직임들 Altman is working to secure US government approval for a massive venture to boost global manufacturing of /www.bloomberg.com/news/articles/2024-02-16/openai-s-altman-seeks-us-blessing-to-raise-billions-for-ai-chips blog.naver.com · 2024.02.17