Nvidia and the AI Capex Cycle
Nvidia is a technology company developing artificial intelligence hardware and software. The company has announced new graphics technology, discussed its engagement with startups, and is reportedly involved in major financing deals and acquisitions. Nvidia also forecasts strong revenue growth driven by AI chip demand.
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02 SEP
WED
Dell Technologies AI infrastructure
Dell Technologies' AI infrastructure and server orders are now the primary focus of online discussion, surpassing previous conversations. This shift indicates a growing interest in Dell's role in the AI buildout and its potential for future growth.
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TUE
Nvidia invests in MediaTek
Nvidia has announced a $3.5 billion investment in Taiwanese chipmaker MediaTek through convertible bonds. The move aims to deepen collaboration and integrate Nvidia's GPUs with MediaTek's SoCs, enhancing AI capabilities. This investment allows MediaTek access to capital for custom silicon projects.
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