国盛证券主要观点如下： 海外技术突破与国内资本开支形成“东西共振”，算力产业链将迎来新机会。本周英伟达召开GTC大会，以Blackwell Ultra芯片、Rubin架构、Quantum-X Photonics和Spectrum-X Photonic交换机等新产品掀起算力密度跃升浪潮;同时国内部分运营商以及腾讯 ...

The restaurant wouldn’t have a liquor license, Styne said, which made the economics challenging, and besides, “we’re not drive-in diner kind of people.” Styne hasn’t changed her mind about that, but ...

Nvidia’s (NASDAQ:NVDA) 2025 GPU Technology Conference ended in San Jose, California, on Friday without the usual fanfare as the Trump administration’s tariff threats and disruption caused by ...

In his GTC keynote this week, Nvidia Corp. Chief Executive Jensen Huang spoke broadly about artificial intelligence in the context of three vectors: What these three pillars have in common is data ...

Nvidia's annual GTC conference wrapped up on Friday after a week of panels and exclusive events. The weeklong tech showcase highlighted advancements in AI, robotics, and quantum computing.

Could it become the next revolution in technological change? In his introductory remarks at the GTC Quantum Day gathering, Huang offered his own “mea culpa” of sorts for the stir his remarks ...

NVIDIA NVDA continues to dominate headlines thanks to GTC 2025, the company’s annual event in which it unveils new services, hardware, tech demos, and, most importantly, what’s next for AI.

Nvidia hosted its first quantum computing day at GTC 2025. At the event, major players in the quantum space made big announcements about recent developments. The event came months after Jensen ...

San Jose — “The only way to hold more people at GTC is to grow San Jose!” exclaimed Jensen Huang, CEO of Nvidia, as he took the stage to address over 25,000 in-person (and roughly 300,000 ...

During a session at Nvidia’s GTC conference Thursday morning ... “Can we learn from the Nairobi’s and the Dakar’s of the world, and replicate that model in the U.S.,” said vice president ...

Now, the more you buy, the more you make.” More than anything, Nvidia at this year’s GTC sought to assure attendees — and the rest of the world watching — that demand for its chips won’t ...

CEO of NVIDIA Corp, Jensen Huang, delivered an electrifying keynote address at the company’s highly anticipated GTC 2025. The CEO donning his iconic leather jacket, characteristic humour and technical ...