Nvidia

英伟达欧洲落子：德国百亿级合作传闻与瑞典超算、英国算力捐赠并行

angelina -

Nvidia’s Next Test: Can AI Demand Survive Pricier Capital and Microsoft’s Maia 300?

Brett Shapiro -

英伟达单日回撤2.4%：RTX Spark铺货与Adobe、沃尔沃合作，能否对冲融资隐忧

angelina -

英伟达单日回落2.7%背后：CUDA-X加速渗透半导体制造，微软自研芯片埋下变量

Nvidia’s AI push spans UK research, Cisco networking plans and fresh European bets

angelina -

英伟达的欧洲棋局：20亿美元新承诺与四笔法国股权，落地成色仍待验证

angelina -

Nvidia’s Next Test: Turning Technical Wins Into Revenue

Brett Shapiro -

英伟达的”技术叙事”与”生意叙事”：SEMICON West登场前，两条线索仍待接驳

英伟达与Reflection AI的“结构选择题”：8000万美元已投，收购并非唯一路径

kashif hafeez -

Nvidia Maps Three Tracks: Conference Stage, PC Shipments, and an Unsettled Reflection AI Courtship

Brett Shapiro -

Nvidia Bulls Lean on Taiwan Export Data as OpenAI Revenue Questions and Unconfirmed Deals Cloud the Picture

kashif hafeez -

英伟达的”双轨节奏”：桌面端RTX Spark定档十月，千亿科研承诺与回购弹药并行

Brett Shapiro -

英伟达的”量子长线”：五年十亿美元押注科研，回购弹药与硬件新品同频共振

英伟达的”政商交叉点”：特朗普披露持仓，华尔街目标价与IPO折戟同台

angelina -

英伟达的“信用杠杆”时刻：2350亿回购压舱，芯片租赁与400亿融资勾勒算力金融化

kashif hafeez -
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