NVDA NVIDIA Corporation

NVIDIA Introduces New Family of BlueField DPUs to Bring Breakthrough Networking, Storage and Security Performance to Every Data Center

NVIDIA Introduces New Family of BlueField DPUs to Bring Breakthrough Networking, Storage and Security Performance to Every Data Center
EN
05/10/2020

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NVDANVIDIA Corporation

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Reports on NVIDIA Corporation

Pierre FerraguÊ
  • Pierre FerraguÊ
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The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and the underlying or prospective business model. As GTC approaches, we will try to address all these questions in a series of one-sliders. We follow-up today with the second analysis.

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ORCL ORACLE CORPORATION
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GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
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3h / 10m 3h / 10m 1 EN
 PRESS RELEASE
Free
NVDA NVIDIA Corporat...

NVIDIA CEO Jensen Huang and Global Technology Leaders to Showcase Age ...

NVIDIA CEO Jensen Huang and Global Technology Leaders to Showcase Age of AI at GTC 2026 Huang’s Keynote, 1,000+ Sessions and Breakthroughs Across the AI Stack Headline the World’s Leading AI Conference  SANTA CLARA, Calif., March 03, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced that GTC, the world’s premier conference on AI and accelerated computing, will take place March 16-19 this year in San Jose, California. More than 30,000 attendees — spanning developers, researchers, business leaders and AI-native companies — will gather from over 190 countries to explore how AI is becoming es...

4h / 11m 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
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WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
8h / 40m 8h / 40m 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
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CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
LRMR INC.
NUVB LARIMAR THERAPEUTICS INC
STX NUVATION BIO INC (A)
QUBT SEAGATE TECHNOLOGY HLDGS PLC
GFS QUANTUM COMPUTING INC
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
TYRA RIGETTI COMPUTING INC
APGE TYRA BIOSCIENCES INC
NATL APOGEE THERAPEUTICS INC
RBRK NCR ATLEOS CORPORATION
RUBRIK INC
11h / 1m 11h / 1m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
TSLA TESLA INC
ORCL Oracle Corporat... ... (+8)

Grasping the AI Infra buildout (I): Who builds what, for whom?

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and the underlying or prospective business model. As GTC approaches, we will try to address all these questions in a series of one-sliders. We kick things off with the baseline: Who builds what, for whom? Enjoy, and stay tuned for the rest of the series.

TSLA TESLA INC
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
03/02/26 March 2, 2026 1 EN

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