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

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines

TSMC: Exiting 6" manufacturing and consolidating 8" linesView: This statement from TSMC in our view both 1) highlights the difficult economics of mature manufacturing in areas where China is more effectively competing with Western supply while at the same time 2) potentially creates some opportunit

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.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
11h / 31m 11h / 31m 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines

Trump, Lip-Bu Tan: Calls Lip-Bu Tan rise to success "amazing story"; soap opera continuesView: President Trump said he met with Intel CEO Lip-Bu Tan on Monday, days after seeking his resignation, praising Tan and characterizing the meeting "a very interesting one". While an amicable resolution and

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.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
08/12/25 August 12, 2025 1 EN
 PRESS RELEASE
Free
NVDA NVIDIA Corporat...

NVIDIA Opens Portals to World of Robotics With New Omniverse Libraries...

NVIDIA Opens Portals to World of Robotics With New Omniverse Libraries, Cosmos Physical AI Models and AI Computing Infrastructure New NVIDIA Omniverse NuRec 3D Gaussian Splatting Libraries Enable Large-Scale World ReconstructionNew NVIDIA Cosmos Models Enable World Generation and Spatial ReasoningNew NVIDIA RTX PRO Blackwell Servers and NVIDIA DGX Cloud Let Developers Run the Most Demanding Simulations AnywherePhysical AI Leaders Amazon Devices & Services, Boston Dynamics, Figure AI and Hexagon Embrace Simulation and Synthetic Data Generation VANCOUVER, British Columbia, Aug. 11, 2025 (G...

August 11, 2025 1 EN
 PRESS RELEASE
Free
NVDA NVIDIA Corporat...

NVIDIA RTX PRO Servers With Blackwell Coming to World’s Most Popular E...

NVIDIA RTX PRO Servers With Blackwell Coming to World’s Most Popular Enterprise Systems Cisco, Dell Technologies, HPE, Lenovo and Supermicro Unveil High-Volume Servers Featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs to Accelerate Workloads From AI to IT VANCOUVER, British Columbia, Aug. 11, 2025 (GLOBE NEWSWIRE) -- SIGGRAPH -- NVIDIA today announced that the is coming to the world’s most popular enterprise servers, speeding the shift from traditional CPU systems to accelerated computing platforms. With these new 2U mainstream servers, enterprises worldwide can harness the ...

August 11, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
INFINEON INFINEON TECHNO...
ANET Arista Networks... ... (+9)

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ALIV SDB APPLE INC.
08/11/25 August 11, 2025 1 EN

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