View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
 PRESS RELEASE

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...

 PRESS RELEASE

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 ...

Pierre FerraguÊ
  • Pierre FerraguÊ

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.

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

Daily Views on Tech Headlines

Finally, we would note, conceptually, we view this decision by the US government to levy a charge for certain foreign companies to procure US technology as worrisome, given it opens the door for the US to selectively tax a variety of companies/products that enjoy technology leadership positions. Bl

NVIDIA Corp: 1 director

Two Directors at NVIDIA Corp bought/sold 239,497 shares at between 0.000USD and 180.700USD. The significance rating of the trade was 83/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...

Pierre FerraguÊ
  • Pierre FerraguÊ

Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who...

Bloomberg reported overnight that Tesla is shutting down its Dojo supercomputer. See below for key facts and our take.

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

Daily Views on Tech Headlines

While the latest update from the Trump administration now points to 50% total tariffs (up from 25% initially), we still expect negotiations between the two countries will continue to unfold over the coming days and weeks, and we would not exclude the possibility a trade deal (containing lower tarif

Pierre FerraguÊ
  • Pierre FerraguÊ

Hyperscale capex expectations increased 25%. Our take.

All four major hyperscalers have now reported, and all are guiding to higher capex. Please see our take, summarised on a single slide.

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch