NVIDIA

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Nvidia leads net income growth among major tech firms at 2,900%

今天市场因为“NVIDIA在Rubin架构的内存配置上主动降配”这条消息，引发了内存股的大跌。 那我们理性地来看一下新闻说了什么？又会产生什么样的需求？内存股是到顶了么？ 拖到这会才写，是因为我在内存问题上的主观自信太强，所以本来都不准备在这个问题上过多解释，已经有点“狼来了”的味道。但转念一想，如果英伟达的价格调整背后还有更多深意和机会是我没有意识到的呢？ 所以不偷懒，让我们仔细来捋一捋。 1️⃣这次NVDIA调整了什么？ “NVIDIA 正将 Rubin NVL72（采用 SOCAMM 架构）的单机架 DRAM 容量，从约 55TB 下调至约 28TB。大多数 Rubin 系统预计将

The biggest returns don't come from being right, they come from being right before everyone else: Amazon Bitcoin Ethereum Nvidia Before consensus comes conviction, the crowd sees risk and only a few people see opportunity LONGSHOT is built for people willing to take the shot when the outcome stil

Premarket movers Mag 7 stocks are mostly lower (Nvidia -1.3%, Microsoft +0.4%, Tesla +0.1%, Apple -0.1%, Alphabet -0.4%, Amazon -0.2%, Meta -0.2%, Nvidia -1.3%) Argan (AGX) rises 11% after the power

NVIDIA's Cosmos 3 isn't a robot brain. It's the missing substrate for embodied AI: an open, omnimodal model that fuses world modeling, generation, reasoning, and action into a single architecture. Jensen frames physical AI as four interlocking capabilities. Video generation predicts physical intera