NVDA NVIDIA Corporation

NVIDIA Announces Omniverse Open Beta, Letting Designers Collaborate in Real Time — from Home or Around the World

NVIDIA Announces Omniverse Open Beta, Letting Designers Collaborate in Real Time — from Home or Around the World
EN
05/10/2020

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Reports on NVIDIA Corporation

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | HPQ, Foundry, AMD

And, the only downside to the deal in our view are the economics with GMs below corporate average and warrants being granted to Meta (similar to the OpenAI deal) though we'd also note that the warrant grants are predicated in part on AMD's stock performance (as well as Meta purchases).China, Foundry

Wedbush Research
  • Wedbush Research

AMD 6GW deployment for Meta – On a path to exceed 10% market share

AMD announced a multi-year, multi-generation definitive agreement to deploy 6 GW of Instinct GPUs across Meta's AI infrastructure this morning.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | AMD, META, IONQ

Axelera AI, Accelerator, Edge: $250M raiseView: Axelera AI has raised an additional $250M (we believe in a Series C round) with participating investors in the latest financing including Blackrock. Axelera's chips are designed for inference, particularly at the edge. The designs appear to built on 1

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