Vera is the leading decentralized protocol that enables NFT sharing, renting/leasing, and financing/mortgaging. Founded in 2021, Vera’s mission is simple: To build open, secure, and powerful NFT financial products that are equally available to everyone everywhere.
News
RT @seedy19tron: The Weekly 🌱 New: Increased: $tenx, $iva, $cccc Unchanged: $abvx , $vera , $nktr , $eras , $kod Decreased: Closed: O…
Agents love running on Vera CPUs. And the vertical integration of the sandbox runtime and CPU chip will give margin, throughput, and latency advantages when serving cloud agents at scale.
RT @NVIDIAAIInfra: 📣 @perplexity_ai launched SPACE, a secure sandbox platform built for agentic AI. Early tests on NVIDIA Vera CPU showed…
$NVDA CEO, Jensen Huang in Tokyo today said: "The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming" As a flat denial to the accusation that their AI servers would be delayed. Jensen appears to be using the Umbrella term for Rubin Ultra/Kyber, then p
Morgan Stanley increased its cost for 1 GW to ~$35bn for GB200, ~ $39bn for GB300, and ~$49bn for Vera Rubin. Meanwhile, at GTC Taipei 2026, Jensen Huang said a new 1 GW "AI factory" could approach $100bn (double current back of envelope).
Bank of America sees Nvidia’s next $20 billion business.Bank of America says Nvidia stock could benefit as Vera CPUs target a $20 billion sales opportunity driven by demand for agentic AI
cost per gigawatt is up ~40% from GB200 to vera rubin. climbing steeply across chip gens. and most of that is the powered shell stuff outside the rack, not the silicon. so part of the capex jump is actually the data center deployment inflation https://x.com/pequityresearch/status/207671949537306675
摩根士丹利：英伟达管理层亲自回应市场关切，Rubin路线图维持不变，ASIC竞争影响有限 摩根士丹利近日组织了一场英伟达非融资路演（Non-Deal Roadshow），由 CEO 黄仁勋、CFO Colette Kress 以及投资者关系负责人亲自出席，这种高规格配置本身就说明，公司希望直接回应近期市场最关注的几项问题：Rubin 产品路线图、ASIC（定制AI芯片）竞争、以及 AI 基础设施投资能否持续。根据会议纪要，管理层释放出几项重要信号 1. 公司季度营收已经迈入 1000亿美元级别，并预计未来几个季度仍将保持加速增长； 2. Vera Rubin 平台需求依然非常强劲，预计
RT @nvidia: NVIDIA Vera: The Max Single-Threaded CPU at Scale. Agentic AI systems run sequentially, each reasoning step, tool call, and c…
高盛：维持英伟达（ $NVIDIA ）285美元目标价，估值已反映ASIC抢份额风险，芯片回调可买，但不能再「一篮子买入」 市场宏观研判：高盛指出，PHLX 半导体指数今年显著跑赢标普 500 和纳斯达克指数。估值的高企意味着后续业绩不容有失，投资者接下来的配置策略应从“泛半导体指数”转向“细分行业精选”。 英伟达基本面：针对市场对竞争加剧及客户自研芯片分流的担忧，高盛直言英伟达目前的风险折价过大。即便面临竞争，其强劲的收入增长势头不减，下半年量产的 Vera Rubin 平台将是判断其维持技术领先地位的决定性指标。 细分板块与个股推荐：高盛目前看好需求能见度更高的 CPU、ASIC、内