reports
- Antoine Legault
- Matthew Bryson
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
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
NVIDIA and Oracle to Build US Department of Energy’s Largest AI Superc...
NVIDIA and Oracle to Build US Department of Energy’s Largest AI Supercomputer for Scientific Discovery Bold US Investment of 100,000 NVIDIA Blackwell GPUs Kickstarts Era of Agentic AI-Powered Science at Argonne National Laboratory for Public Researchers News Summary: NVIDIA founder and CEO Jensen Huang and U.S. Secretary of Energy Chris Wright announce a landmark collaboration with Oracle to build the U.S. Department of Energy (DOE)’s largest AI supercomputer to boost scientific discovery.Solstice system will feature a record-breaking 100,000 NVIDIA Blackwell GPUs to accelerate the DOE’...
NVIDIA and US Telecom Leaders Unveil the All-American AI-RAN Stack to ...
NVIDIA and US Telecom Leaders Unveil the All-American AI-RAN Stack to Accelerate the Path to 6G Booz Allen, Cisco, MITRE, ODC and T-Mobile Showcase Early 6G Applications, Including Multimodal Integrated Sensing and Communications on NVIDIA AI Aerial Platform News Summary: NVIDIA and partners create America’s first AI-native wireless stack for 6G, integrating advanced AI across hardware, software and architecture to prepare future networks for explosive growth in AI traffic.Built on the NVIDIA AI Aerial platform, the new stack enables breakthrough applications — including those with mult...
NVIDIA Makes the World Robotaxi-Ready With Uber Partnership to Support...
NVIDIA Makes the World Robotaxi-Ready With Uber Partnership to Support Global Expansion Stellantis, Lucid and Mercedes-Benz Join Level 4 Ecosystem Leaders Leveraging the NVIDIA DRIVE AV Platform and DRIVE AGX Hyperion 10 Architecture to Accelerate Autonomous Driving News Summary: NVIDIA DRIVE AGX Hyperion 10 is a reference compute and sensor architecture that makes any vehicle level 4-ready, enabling automakers and developers to build safe, scalable, AI-defined fleets.Uber will bring together human riders and robot drivers in a worldwide ride-hailing network powered by DRIVE AGX Hyperion...
NVIDIA and US Manufacturing and Robotics Leaders Drive America’s Reind...
NVIDIA and US Manufacturing and Robotics Leaders Drive America’s Reindustrialization With Physical AI News Summary: “Mega” NVIDIA Omniverse Blueprint expands to include libraries for building factory-scale digital twins, with Siemens’ Digital Twin software first to support the blueprint and FANUC and Foxconn Fii first to connect their robot models.Belden, Caterpillar, Foxconn, Lucid Motors, Toyota, TSMC and Wistron build Omniverse factory digital twins to accelerate AI-driven manufacturing.Agility Robotics, Amazon Robotics, Figure and Skild AI build America’s collaborative robot workforce ...
Palantir and NVIDIA Team Up to Operationalize AI — Turning Enterprise ...
Palantir and NVIDIA Team Up to Operationalize AI — Turning Enterprise Data Into Dynamic Decision Intelligence News Summary Palantir is integrating NVIDIA accelerated computing, NVIDIA CUDA-X libraries and open-source NVIDIA Nemotron models into its Ontology framework at the core of the Palantir AI Platform.Lowe’s is pioneering operational AI for its supply chain logistics with Palantir and NVIDIA. WASHINGTON, Oct. 28, 2025 (GLOBE NEWSWIRE) -- GTC Washington, D.C. -- NVIDIA today announced a collaboration with Palantir Technologies Inc. to build a first-of-its-kind integrated technology ...
NVIDIA and Partners Build America’s AI Infrastructure and Create Bluep...
NVIDIA and Partners Build America’s AI Infrastructure and Create Blueprint to Power the Next Industrial Revolution US Government Labs and Nation’s Leading Companies Investing in Advanced AI Infrastructure to Power AI Factories and Accelerate US AI Development News Summary Seven new systems across Argonne and Los Alamos National Laboratories to be released, accelerating the Department of Energy’s mission of driving technological leadership across U.S. security, science and energy applications.NVIDIA AI Factory Research Center in Virginia to host the first Vera Rubin infrastructure and l...
NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 1...
NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs News Summary: NVIDIA NVQLink high-speed interconnect lets quantum processors connect to world-leading supercomputing labs including Brookhaven National Laboratory, Fermi Laboratory, Lawrence Berkeley National Laboratory (Berkeley Lab), Los Alamos National Laboratory, MIT Lincoln Laboratory, Oak Ridge National Laboratory, Pacific Northwest National Laboratory and Sandia National Laboratories.NVQLink provides quantum researchers with a powerful system for the control algorithms ...
NVIDIA and Nokia to Pioneer the AI Platform for 6G — Powering America’...
NVIDIA and Nokia to Pioneer the AI Platform for 6G — Powering America’s Return to Telecommunications Leadership NVIDIA to Invest $1 Billion in Nokia to Accelerate AI-RAN Innovation and Lead Transition from 5G to 6G News Summary: NVIDIA and Nokia to establish a strategic partnership to enable accelerated development and deployment of next generation AI native mobile networks and AI networking infrastructure.NVIDIA introduces NVIDIA Arc Aerial RAN Computer, a 6G-ready telecommunications computing platform.Nokia to expand its global access portfolio with new AI-RAN product based on NVIDIA p...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Gary Brode
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Lux will use MI350 silicon, a result that should create a modest boost for AMD's server compute/GPU revenues in the early 2026 time frame. Discovery will be built around the MI430, a variant of AMD's MI400 processors tuned for HPC. The biggest surprise here (in our view) is Discovery's delivery isn
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
AMD Powers U.S. Sovereign AI Factory Supercomputers, Accelerating an O...
AMD Powers U.S. Sovereign AI Factory Supercomputers, Accelerating an Open American AI Stack News Highlights The Lux AI supercomputer, powered by AMD and housed at Oak Ridge National Labs, will be the first dedicated U.S. AI factory for science and will be deployed in early 2026.AMD will power the next-generation supercomputer at Oak Ridge National Labs, called Discovery – which will advance U.S. AI and scientific research at massive scale.Together, Lux and Discovery, directly support the U.S. AI Action Plan by accelerating AI-enabled science, strengthening national competitiveness, and ena...
- Pierre FerraguÊ
Gen AI Big Idea Series – Ayar Labs CEO, Mark Wade Co-packaged optics u...
We kicked off the 5th annual BCG × NSR Gen-AI Big Idea Series this month. We will host a slate of exceptional speakers through Feb-26 (full line-up on website). Our first session, a conversation with Mark Wade, CEO of Ayar Labs, went deep on optical I/O: progress in bringing optical I/O to market, the roadblocks to scaling co-packaged optics, and how optical interconnects could redefine the architecture and economics of datacentres. Please see the link below for our takes.
AMD Completes Divestiture of ZT Systems Data Center Infrastructure Man...
AMD Completes Divestiture of ZT Systems Data Center Infrastructure Manufacturing Business to Sanmina News Highlights AMD retains ZT Systems’ rack-scale AI solutions design and customer enablement expertise Strategic partnership with Sanmina to accelerate quality and time-to-deployment for cloud customers SANTA CLARA, Calif., Oct. 27, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: AMD) today announced the completion of the agreement to divest the ZT Systems U.S.-headquartered data center infrastructure manufacturing business to (NASDAQ: SANM). As part of the transaction, AMD retains ZT Systems’ wo...
- Antoine Legault
- Matthew Bryson
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
- Antoine Legault
- Matthew Bryson
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
- Wedbush Research
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
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PINS PINTEREST INC. CLASS A
SMCI SUPER MICRO COMPUTER
PLTR INC.
SNOW PALANTIR TECHNOLOGIES
RBLX SNOWFLAKE INC. CLASS A
STX ROBLOX
GLUE SEAGATE TECHNOLOGY HLDGS PLC
GFS MONTE ROSA THERAPEUTICS INC
GLOBALFOUNDRIES INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
NVIDIA Corp: 2 directors
Two Directors at NVIDIA Corp sold 272,640 shares at between 181.042USD and 181.416USD. The significance rating of the trade was 67/100. 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 the l...
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