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Advanced Micro Devices Inc: 1 director
Two Directors at Advanced Micro Devices Inc bought/sold 85,032 shares at between 0.000USD and 198.767USD. 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 d...
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World News Summary: Physical AI leaders across robot brain developers, industrial, and surgical robot giants and humanoid pioneers including ABB Robotics, AGIBOT, Agility, CMR Surgical, FANUC, Figure, Hexagon Robotics, KUKA, Medtronic, Skild AI, Universal Robots, World Labs and YASKAWA are building on NVIDIA technology to develop and deploy physical AI at scale.NVIDIA unveils new NVIDIA Cosmos world models, NVIDIA Isaac simulation frameworks and NVIDIA Isaac GR00T N models to accelerate the transition to intelligent robotics.S...
NVIDIA and Global Industrial Software Giants Bring Design, Engineering...
NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era News Summary: Cadence, Dassault Systèmes, Siemens and Synopsys are building NVIDIA-powered AI agents to plan, optimize and verify complex chip and system workflows.FANUC, HD Hyundai, Honda, JLR, KION, Mercedes-Benz, MediaTek, PepsiCo, Samsung, SK hynix and TSMC are using NVIDIA CUDA-X and GPU-accelerated industrial software and tools to accelerate industrial design, engineering and manufacturing.Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure (OC...
Hyundai Motor, Kia and NVIDIA Expand Strategic Partnership for Next-Ge...
Hyundai Motor, Kia and NVIDIA Expand Strategic Partnership for Next-Generation Autonomous Driving Technology News Summary: Hyundai Motor Group builds on the NVIDIA DRIVE Hyperion platform to accelerate development of data-driven autonomous driving systems.Collaboration combines Hyundai Motor Group’s software-defined vehicle capabilities and large-scale fleet data with NVIDIA AI and accelerated computing.Expanded partnership includes level 2+ deployment across select vehicles and level 4 robotaxi innovation through Motional. SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC—NVIDIA...
NVIDIA Announces Open Physical AI Data Factory Blueprint to Accelerate...
NVIDIA Announces Open Physical AI Data Factory Blueprint to Accelerate Robotics, Vision AI Agents and Autonomous Vehicle Development News Summary: Blueprint enables massive-scale data processing and curation, synthetic data generation, reinforcement learning and evaluation of physical AI models for vision AI agents, robotics and autonomous vehicles.Cloud service providers including Microsoft Azure and Nebius provide the blueprint to transform world-scale compute into agent-driven turnkey data production engines.Leading physical AI developers FieldAI, Hexagon Robotics, Linker Vision, Miles...
NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Op...
NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Operating System for AI Factories News Summary: NVIDIA Dynamo 1.0 provides a production-grade, open source foundation for inference at scale.Dynamo and NVIDIA TensorRT-LLM optimizations integrate natively into open source frameworks such as LangChain, llm-d, LMCache, SGLang and vLLM to boost inference performance.Dynamo boosts inference performance of NVIDIA Blackwell GPUs by up to 7x, lowering token cost and increasing revenue opportunity for millions of GPUs with free, open source software.NVIDIA inference platform integ...
BYD, Geely, Isuzu and Nissan Adopt NVIDIA DRIVE Hyperion for Level 4 V...
BYD, Geely, Isuzu and Nissan Adopt NVIDIA DRIVE Hyperion for Level 4 Vehicles Leading Automakers and Mobility Providers Build on NVIDIA’s End-to-End Autonomous Vehicle Platform as NVIDIA Advances Level 4 Hardware News Summary: BYD, Geely, Isuzu and Nissan are building level 4-ready vehicles on the NVIDIA DRIVE Hyperion platform.NVIDIA full-stack robotaxis to launch with Uber across 28 markets by 2028, beginning with Los Angeles and San Francisco in the first half of 2027.Bolt, Grab, Lyft and TIER IV are scaling global robotaxi development using NVIDIA DRIVE Hyperion.NVIDIA Halos OS int...
NVIDIA Ignites the Next Industrial Revolution in Knowledge Work With O...
NVIDIA Ignites the Next Industrial Revolution in Knowledge Work With Open Agent Development Platform NVIDIA Agent Toolkit Equips Enterprises to Build and Run AI Agents News Summary: NVIDIA Agent Toolkit includes NVIDIA OpenShell open source runtime for building self-evolving agents and claws with more safety and security.Built with LangChain, the open source NVIDIA AI-Q Blueprint for agentic search tops DeepResearch Bench accuracy leaderboards — using a hybrid approach with both frontier and open models that can cut query costs in half.Leading software platforms including Adobe, Atlassia...
NVIDIA Launches Nemotron Coalition of Leading Global AI Labs to Advanc...
NVIDIA Launches Nemotron Coalition of Leading Global AI Labs to Advance Open Frontier Models News Summary: The NVIDIA Nemotron Coalition is a first-of-its-kind global collaboration of model builders and AI labs working to advance open, frontier-level foundation models through shared expertise, data and compute.Leading innovators Black Forest Labs, Cursor, LangChain, Mistral AI, Perplexity, Reflection AI, Sarvam and Thinking Machines Lab are inaugural members, helping shape the next generation of AI systems.Members will collaborate on the development of an open model trained on NVIDIA DGX™ ...
NVIDIA Expands Open Model Families to Power the Next Wave of Agentic, ...
NVIDIA Expands Open Model Families to Power the Next Wave of Agentic, Physical and Healthcare AI News Summary: NVIDIA Nemotron 3 omni-understanding models power AI agents delivering natural conversations, complex reasoning and advanced visual capabilities.NVIDIA Isaac GR00T N1.7, NVIDIA Alpamayo 1.5 and NVIDIA Cosmos 3 models push the boundaries of physical AI reasoning and action across robots and autonomous vehicles.Part of the NVIDIA BioNeMo platform, the Proteina-Complexa model accelerates protein drug discovery — alongside a new open dataset comprising millions of new, AI-predicted pr...
NVIDIA Announces NemoClaw for the OpenClaw Community
NVIDIA Announces NemoClaw for the OpenClaw Community NemoClaw Installs in a Single Command, Adding Security and Privacy to Run Secure, Always-On AI Assistants, From the Cloud and on Premises to NVIDIA RTX PCs, DGX Station and DGX Spark SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC—NVIDIA today announced the ™ stack for the OpenClaw agent platform — which lets users install ™ models and the newly announced ™ runtime in a single command — adding privacy and security controls to make self-evolving, autonomous AI agents, or claws, more trustworthy, scalable and accessible to the ...
NVIDIA Launches Space Computing, Rocketing AI Into Orbit
NVIDIA Launches Space Computing, Rocketing AI Into Orbit NVIDIA Accelerated Computing Platforms Boost AI Applications From Earth to Space News Summary: Engineered for size-, weight- and power-constrained environments, NVIDIA Space-1 Vera Rubin Module, IGX Thor and Jetson Orin platforms deliver data-center-class performance and edge AI inferencing for orbital data centers, geospatial intelligence and autonomous space operations.Aetherflux, Axiom Space, Kepler Communications, Planet Labs PBC, Sophia Space and Starcloud are using NVIDIA accelerated computing platforms to power next-generati...
NVIDIA Releases Vera Rubin DSX AI Factory Reference Design and Omniver...
NVIDIA Releases Vera Rubin DSX AI Factory Reference Design and Omniverse DSX Digital Twin Blueprint With Broad Industry Support News Summary: The new NVIDIA Vera Rubin DSX AI Factory reference design provides a guide for building codesigned AI infrastructure that delivers maximum token per watt and accelerated time to first production.The NVIDIA Omniverse DSX Blueprint, now generally available with the NVIDIA Vera Rubin AI Factory reference design, powers digital twins for large-scale AI factory design and simulation.Industry leaders Cadence, Dassault Systèmes, Eaton, Jacobs, NScale, Phai...
NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI NVIDIA Vera CPU Delivers the Highest Performance and Energy Efficiency for Data Processing, AI Training and Agentic Inference at Scale News Summary: The NVIDIA Vera CPU delivers results with twice the efficiency and 50% faster than traditional CPUs.Customers collaborating with NVIDIA to deploy Vera CPU include Alibaba, ByteDance, Meta and Oracle Cloud Infrastructure, along with CoreWeave, Lambda, Nebius and Nscale.Manufacturing partners already adopting the Vera CPU include Dell Technologies, HPE, Lenovo and Supermicro, along with AS...
NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Indust...
NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption News Summary: New NVIDIA STX reference architecture provides up to 5x token throughput and up to 4x energy efficiency with 2x faster data ingestion.Early adopters of STX for context memory storage include CoreWeave, Crusoe, IREN, Lambda, Mistral AI, Nebius, Oracle Cloud Infrastructure (OCI) and Vultr.Storage providers and manufacturing partners are building infrastructure using NVIDIA modular reference designs to advance agentic AI, including AIC, Cloudian, DDN, Dell Technologies, Everpure, Hitachi Vantara, H...
NVIDIA Vera Rubin Opens Agentic AI Frontier
NVIDIA Vera Rubin Opens Agentic AI Frontier Seven New Chips in Full Production to Scale the World’s Largest AI Factories With Configurable AI Infrastructure Optimized for Every Phase of AI, From Pretraining, Post-Training and Test-Time Scaling to Agentic Inference News Summary:The NVIDIA Vera Rubin platform is opening the next AI frontier with: Vera Rubin NVL72 GPU racksVera CPU racksNVIDIA Groq 3 LPX inference accelerator racksNVIDIA BlueField-4 STX storage racksNVIDIA Spectrum-6 SPX Ethernet racks SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- GTC—NVIDIA today announced the NV...
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for ...
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games DLSS 5 Infuses Pixels With Photoreal Lighting and Materials to Bridge the Gap Between Rendering and Reality News Summary: NVIDIA DLSS 5, arriving this fall, introduces a real-time neural rendering model that infuses pixels with photoreal lighting and materials.DLSS 5 is the company’s most significant breakthrough in computer graphics since the debut of real-time ray tracing in 2018.DLSS 5 will be supported by the industry’s biggest publishers and game developers, including Bethesda, CAPCOM, Hotta Studio, NetEase,...
- Pierre FerraguÊ
Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 ye...
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 on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look at how rising AI infrastructure capex translates into sustained cloud revenues growth, and who will consume how much cloud services by the end of the decade.
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | MU
Again, we see higher pricing/utilization as clear positive for all mature foundry participants (though of the companies in our coverage universe, UMC likely sees more immediate benefit given it isn't as focused on specialty materials). At the same time, we also remain somewhat nervous around the su
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
- Michael Piccolo
Daily Recap: STAA, NSA/PSA, CZR, WT, MU, ACN, NBIS/META, SLAB/TXN, BZF...
National Storage Affiliates (NSA - $30.94) and Public Storage, Inc. (PSA - $297.72)Announces $10.5 Billion All-Stock Acquisition; Offer Value $41.68/share (Exchange Ratio 0.14 Shares); Expected Close 3Q'26. PSA announced an all-stock agreement to acquire NSA at an enterprise value of ~$10.5 billion
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