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NVIDIA

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NVIDIA는 국가와 기업을 위한 AI 인프라 레이어를 구축하여 국내 인프라, 현지 데이터 세트 및 자체 전문 지식을 사용하여 자체 주권 AI 모델을 설계, 교육 및 배포할 수 있도록 합니다. 주요 일본 은행 및 기업과 협력하여 AI 팩토리와 규제 산업 및 제조업을 위한 비전 AI 에이전트를 만듭니다.

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Nvidia says major customers are already testing its next-gen Vera Rubin AI systems ahead of deployment. $NVDA also said the new Vera CPU outperforms AMD’s Turin and that the platform remains on schedule for rollout in AI data centers.

@wallstengine

Maybe Nvidia doesn't want to sell all those GPUs to China. 😆

@ziwenxu_

vera rubin is a fresh catalyst for AI stocks. again its linked with NVIDIA. keep an eye on NVIDIA ecosystem stocks: $NBIS $CRWV $MVL $AVGO $COHR $LITE research about them. check their operating margin growth. check their backlog revenue. check what they provide in AGI stack. check their revenu

@hmalviya92026년 7월

RT @Chinazhidx: 🚨UPDATE: Qwen3.8-Max-Preview ranks #1 on NVIDIA's SOL-Exec Bench FlashInfer Collection leaderboard. With a SOL Score of 0.…

@scobleizer2026년 7월

Jim Cramer Picks Micron, Applied Materials And Intel Or AMD As Top Semiconductor Bets After AI Selloff, Says Supermicro Is 'Great For Nvidia' • Jim Cramer shared his top semiconductor picks, including Micron Technology Inc., Applied Materials Inc., and either Intel Corp. or Advanced Micro Devices

@jukan052026년 7월

Iluvatar CoreX (HKEX: 09903) just unveiled its new flagship GPU, the Tiangai 300, at WAIC 2026 — pitched to match and exceed Hopper-class performance, and already in deep adaptation with domestic cloud and server makers The backdrop is the real story: Nvidia's China share is seen sliding from ~40%

@stablestock2026년 7월

Tomorrow at #SIGGRAPH2026: Render Network founder @JulesUrbach takes the stage during @nvidia RTX Rendering Day to discuss the next frontier of rendering. https://t.co/JOXg0SNPn5 Learn how Frontier AI, new workflows, and IP provenance tools are shaping the future of creative pipelines. Where: LA

@rendernetwork2026년 7월

BREAKING NEWS: NVIDIA RUBIN (SM107) SUPPORT HAS BEEN ADDED TO PYTORCH AND WILL BE ADDED TO A BUNCH OF PUBLIC GITHUB REPOSITORIES OVER THE COMING DAYS 🔥

X2026년 7월

NVIDIA Vera Rubin NVL72 震撼登场,令牌吞吐量较 Blackwell 暴增 10 倍,在相同 150MW 功耗下实现 800,000 Tokens/s,对比 GB200 的 80,000 NVIDIA Vera Rubin 平台共包含六个托盘,搭载了迄今为止全球最先进的芯片: NVIDIA Vera Rubin NVL72 计算托盘(Rubin + Vera + Grace Bluefield + ConnectX-9) NVIDIA Vera Rubin NVL72 NVLink 交换托盘(NVLink6 交换机) NVIDIA Vera CPU

@dmjk0012026년 7월

NVIDIA EXPANDS AI HARDWARE STRATEGY BEYOND GPUS BY SHIPPING NEW VERA DATA CENTRE CPU, SETTING UP DIRECT COMPETITION WITH INTEL AND AMD IN AI SERVER MARKET; VERA CPUS DELIVERED IN JUNE TO CUSTOMERS INCLUDING OPENAI, ANTHROPIC AND SPACEX - SOURCES

X2026년 7월