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On Thursday night, the U.S. stock market’s two-year AI神话? Wait, need translate fully. Let's produce final only.
The Information: Nvidia interim CEO Colette Kress is an internal veteran finance chief, not an outsider. As CFO, she acted as a brake on Jensen Huang's high-risk deals, pushed to diversify risk beyond a few customers, and cut an OpenAI guarantee from $250B to $100B.....
On November 9, Musk reposted on X a post about Nvidia CEO Jensen Huang, adding only "I agree." Earlier the same day, ITHome reported that Jensen Huang had sent an apology letter to Nvidia employees, admitting to an affair and expressing hope to regain the trust of his family and colleagues. As the head of an AI chip giant is mired in a personal conduct controversy, Musk publicly backed him, a strong signal that has drawn attention.
Anthropic places a multi-billion-dollar computing order with startup Volta, breaking Amazon, Microsoft, and Google's dominance. Once cloud giants relied on land, power, and capital; now funding is ample, electricity is the true bottleneck. Power supply for new data centers from the big three is no faster than newcomers, so the deal goes to Volta.....
Microsoft's CEO announced the early launch of the Fairwater AI data center in Wisconsin, USA. With an investment of approximately 22.5 billion yuan, it spans 127.6 hectares, houses hundreds of thousands of NVIDIA GB200 superchips, and offers performance ten times that of the world's fastest supercomputer for cutting-edge AI model training.....
Siemens and NVIDIA achieve a breakthrough in AI chip verification, exponentially boosting efficiency through deep hardware-software integration, enabling trillions of verification cycles and accelerating next-gen AI computing clusters.....
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