nvidia

According to Jinshi, Musk stated that SpaceX has decided to build solely based on Nvidia.

According to Jinshi reports, SpaceX is collaborating with NVIDIA to design the Starmind AI1 satellite computing payload.Each Starmind satellite will be equipped with NVIDIA Rubin GPUs and Vera CPUs to provide data center-level computing capabilities in space.

Jensen Huang announced on the X platform the launch of Alpamayo 2 Super, a cutting-edge open-source inference model developed by NVIDIA for the autonomous driving field. Jensen Huang stated that Alpamayo 2 Super can not only "see" the environment but also understand and reason about the complex world, thinking before acting, and can serve as the core model for robot taxis, autonomous trucks, shuttles, delivery vehicles, agricultural machinery, and future large-scale mobile robot systems.The model will be based on OpenMDW-1.1 and made available for commercial use, allowing developers and enterprises to inspect, fine-tune, and deploy the model. Jensen Huang mentioned that open models help promote the safety and reliability of autonomous driving systems. He stated that the next wave of artificial intelligence will belong to robotics, and autonomous vehicles will be an important starting point for this trend.

According to Jinshi reports, DDN has partnered with NVIDIA (NVDA.O) to advance GPU-driven data access technology.

According to Jinshi reports, Nvidia has released a cybersecurity guideline for the artificial intelligence industry, aimed at enhancing security standards and protective measures within the industry.

According to Bloomberg, AI cloud infrastructure company Volta Infra Holdings announced the completion of $300 million in venture financing, with a valuation of $2.4 billion, led jointly by Andreessen Horowitz and Altimeter Capital, with participation from Nvidia and Dell Technologies founder Michael Dell.In addition, Volta has also secured a $5 billion customer financing pool to help small and medium-sized AI companies lower the threshold for purchasing Nvidia's high-end chips.The company simultaneously disclosed that it has signed a $10 billion, six-year cloud computing services contract with an unnamed leading AI developer, which will collaborate with Bitdeer to deliver services based on its 133-megawatt data center located in Norway.Volta was co-founded earlier this year by former Brookfield Asset Management infrastructure executive Ricard Boada and Sofia Gumuzio, and has currently secured 1 gigawatt of data center power resources, with plans to develop new sites in Texas and Wyoming, aiming to deploy multi-gigawatt computing capacity before 2030.

Bitget launches a stock spot event with a total prize pool equivalent to 200,000 USDT in Nvidia (rNVDA). The participation period is from August 4th, 19:00 to August 21st, 23:59 (UTC+8). During the event, users who complete specified US stock spot (rToken) holding tasks or invite friends to participate can randomly receive Nvidia stocks worth between 5 to 500 USDT. Rewards will be distributed in the form of rNVDA cash vouchers, on a first-come, first-served basis.

According to the latest research by TrendForce, the tight supply of DRAM is expected to continue until 2027, and the uncertainty of the HBM4e verification schedule is prompting AI chip manufacturers to consider reducing the HBM configuration of their next-generation products. Starting from Q3 2026, NVIDIA has begun evaluating the HBM solution for Rubin Ultra, expanding from the original 12-Hi HBM4e to alternative options such as 8-Hi HBM4e, 12-Hi HBM4, and 8-Hi HBM4, with the final specifications yet to be determined. Previously, due to the expected supply bottleneck of LPDDR5X lasting until 2027, NVIDIA decided to halve the SOCAMM capacity of the next-generation Vera Rubin Superchip module.TrendForce pointed out that the main reasons for the downgrade of Rubin Ultra from 12-Hi HBM4e include: the overall DRAM shortage in 2027 will limit the allocation of wafer capacity to HBM, and there is still uncertainty regarding the mass production schedule and yield ramp-up of 12-Hi HBM4e. It is expected that the HBM bit shipment volume in 2027 will increase by approximately 50-60% year-on-year, which will still be insufficient to meet the growth in demand. HBM suppliers will maintain pricing power throughout 2027, and HBM prices are expected to rise significantly. The final configuration will depend on the wafer allocation decisions of memory suppliers.

According to Jinshi reports, based on the latest AI server industry research by TrendForce, under the backdrop of rising demand for AI infrastructure, the total capital expenditure of the world's nine major cloud service providers (CSP) is expected to grow by approximately 90% year-on-year by 2026.Recently, ultra-large CSPs and Tier-2 data center operators have shown a significant increase in their willingness to purchase NVIDIA's integrated AI server solutions, and it is expected that the annual growth rate of AI server shipments in 2026 will be adjusted from the original 28% to nearly 31%.

Gilad Shainer, Senior Vice President of NVIDIA, announced at a recent technology forum that CPO has entered the mass production stage. The switches co-developed with the supply chain have begun delivery to closely collaborating customers and are being deployed in-house. It is expected that starting this year, switches equipped with CPO technology will be widely adopted in AI factories around the world.Shainer pointed out that the biggest opportunity in the future optical communication market lies in vertical scaling, which will require bandwidth efficiency more than ten times that of horizontal scaling. Previously, Shainer was responsible for R&D at Mellanox, and after the company was acquired by NVIDIA, he led the AI platform network transmission department and co-developed the COUPE silicon photonics packaging platform with TSMC. This announcement helps to dispel market concerns about the upgrade of optical communication specifications and boosts the operational outlook for related manufacturers.It is reported that NVIDIA has already implemented CPO on Spectrum-X, aiming to align with the upcoming large-scale deployment of the Vera Rubin AI platform (which has a computing speed at least three times faster than GB300). Trendforce estimates that the CPO/NPO market size will exceed $39 billion by 2030, with significant acceleration in growth momentum from 2028 to 2029 as optical interconnects are introduced with Scale-up.

Dongfang Harbor Chairman Dan Bin expressed his views this morning, stating that in July, the chip sector experienced a sharp decline and massive leveraged liquidations, but in the grand AI cycle, such a level of correction is both a necessary path and a sign of market health.The market has yet to fully understand the infinite demand potential of AI as an "intelligent" product. Concerns about capital expenditures from giants have echoed the early story of Amazon AWS, but the opportunities in AI are far greater. Funds are flowing back from low-quality tech stocks to high-quality targets, confirming the judgment of a "return of the king" by the end of 2026. Storage chips still face cyclical risks and high volatility, so it is advisable to wait for technical repairs, with a more optimistic view on fundamentally solid companies like Nvidia, Broadcom, and TSMC, as funds will flow more towards quality application layers.On the other hand, the business of hyperscale cloud providers is accelerating growth, with a large backlog of orders and an increasing growth rate, indicating that the previous punishment of capital expenditures was a misjudgment, and these investments will translate into certain future revenues. Looking ahead to August, the Nasdaq's rebound is expected to continue until Nvidia's earnings report, and the tech sector's rolling adjustment is nearing its end, with funds accelerating back into high-quality tech stocks.In terms of specific sector operations, it is currently not advisable to blindly chase high prices in the chip and storage (memory) sectors. However, investors can adopt a short-term band trading strategy of buying on dips until the storage sector completely emerges from its bottoming pattern on a technical level.

According to Jinshi, U.S. President Trump praised Nvidia (NVDA.O), calling it a leader in technological innovation and emphasizing the company's important contributions to advancing artificial intelligence and graphics processing technology.

Investor Mark Cuban and "Big Short" Michael Burry recently issued warnings about the valuation risks of Nvidia (NVDA) and AI stocks. Cuban stated on the X platform that the current AI capital cycle bears similarities to the internet bubble of the 1990s, believing that Nvidia is playing the role of the IPO market back then, driving continuous capital inflow by supporting customers in purchasing AI chips.Burry, on the other hand, is concerned about the rising prices of Nvidia's credit default swaps (CDS) and claims that the scale of "circular financing" driven by Nvidia is expanding. He believes that some AI demand relies on financing support, and future revenues may be built on complex funding cycles. Previously, Nvidia's stock price fell about 5% in a single day, with a market value shrinkage of approximately $250 billion. The IMF and the Bank for International Settlements have also warned about the systemic risks that AI circular financing may bring. However, Nvidia CEO Jensen Huang responded that the related criticisms are "absurd."

According to Jinshi reports, the CEO of MediaTek stated that AI personal computers powered by chips co-developed with NVIDIA will be launched for sale this holiday season.

According to monitoring by Catcher Predict, in the "Largest Company by the End of July" event on the prediction market Polymarket, the probability of the "Yes" option for the sub-market "NVIDIA" has experienced significant fluctuations, soaring from 11.9% an hour ago to the current 38.45% (a fluctuation of 26.55%). Please note the impact of related breaking news.

According to Jinshi, U.S. President Trump praised NVIDIA CEO Jensen Huang and NVIDIA's chip technology.