reports
- Pierre FerraguÊ
- Gary Brode
- Pierre FerraguÊ
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
- 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
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
NVIDIA Powers World’s Largest Quantum Research Supercomputer
NVIDIA Powers World’s Largest Quantum Research Supercomputer AIST’s ABCI-Q Supercomputer Equips Researchers to Realize the Potential of Quantum Computing TAIPEI, Taiwan, May 19, 2025 (GLOBE NEWSWIRE) -- COMPUTEX — NVIDIA today announced the opening of the Global Research and Development Center for Business by Quantum-AI Technology (G-QuAT), which hosts ABCI-Q — the world’s largest research supercomputer dedicated to quantum computing. Quantum processors promise to augment AI supercomputers in solving some of the world’s most complex challenges, spanning industries including healthcare,...
NVIDIA Announces DGX Cloud Lepton to Connect Developers to NVIDIA’s Gl...
NVIDIA Announces DGX Cloud Lepton to Connect Developers to NVIDIA’s Global Compute Ecosystem CoreWeave, Crusoe, Firmus, Foxconn, GMI Cloud, Lambda, Nebius Nscale, SoftBank Corp. and Yotta Data Services to Bring Tens of Thousands of GPUs to DGX Cloud Lepton MarketplaceNVIDIA Exemplar Clouds Raise the Performance Bar for NVIDIA Cloud Partners TAIPEI, Taiwan, May 19, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA today announced ™ — an AI platform with a compute marketplace that connects the world’s developers building agentic and physical AI applications with tens of thousands of GPUs, avail...
NVIDIA Powers Humanoid Robot Industry With Cloud-to-Robot Computing Pl...
NVIDIA Powers Humanoid Robot Industry With Cloud-to-Robot Computing Platforms for Physical AI New NVIDIA Isaac GR00T Humanoid Open Models Soon Available for Download on Hugging FaceGR00T-Dreams Blueprint Generates Data to Train Humanoid Robot Reasoning and BehaviorNVIDIA RTX PRO 6000 Blackwell Workstations and RTX PRO Servers Accelerate Robot Simulation and TrainingAgility Robotics, Boston Dynamics, Foxconn, Lightwheel, NEURA Robotics and XPENG Robotics Among Many Robot Makers Adopting NVIDIA Isaac TAIPEI, Taiwan, May 19, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA today announced , the ...
NVIDIA RTX PRO Servers Speed Trillion-Dollar Enterprise IT Industry Tr...
NVIDIA RTX PRO Servers Speed Trillion-Dollar Enterprise IT Industry Transition to AI Factories Global IT Providers Offer Products, Software and Services to Accelerate Full-Stack AI Platform Shift With NVIDIA Blackwell TAIPEI, Taiwan, May 19, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA today announced it is speeding the trillion-dollar IT infrastructure transition to enterprise with NVIDIA RTX PRO™ Servers and a new for building data centers that deliver universal acceleration for AI, design, engineering and business applications. Built with , RTX PRO Servers extend the leading perfor...
NVIDIA Launches AI-First DGX Personal Computing Systems With Global Co...
NVIDIA Launches AI-First DGX Personal Computing Systems With Global Computer Makers Acer, ASUS, Dell Technologies, GIGABYTE, HP, Lenovo and MSI Build NVIDIA DGX Spark, DGX Station Personal Systems for AI Developers, Researchers and Data Scientists TAIPEI, Taiwan, May 18, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA today announced that Taiwan’s leading system manufacturers are set to build and systems. Growing partnerships with Acer, GIGABYTE and MSI will extend the availability of DGX Spark and DGX Station personal AI supercomputers — empowering a global ecosystem of developers, data...
NVIDIA Unveils NVLink Fusion for Industry to Build Semi-Custom AI Infr...
NVIDIA Unveils NVLink Fusion for Industry to Build Semi-Custom AI Infrastructure With NVIDIA Partner Ecosystem MediaTek, Marvell, Alchip Technologies, Astera Labs, Synopsys and Cadence to Create Custom AI Silicon With NVIDIA NVLink EcosystemFujitsu and Qualcomm Each Plan to Build Custom CPUs Coupled With NVIDIA GPUs, NVLink Scale-Up and Spectrum-X Scale-Out Technologies TAIPEI, Taiwan, May 18, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA today unveiled NVIDIA NVLink Fusion™ — new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners buildin...
Foxconn Builds AI Factory in Partnership With Taiwan and NVIDIA
Foxconn Builds AI Factory in Partnership With Taiwan and NVIDIA Foxconn’s Subsidiary — Big Innovation Company — to Build NVIDIA Blackwell Supercomputer With 10,000 NVIDIA Blackwell GPUs to Deliver a Leap in AI Computing for TaiwanTSMC to Harness Big Innovation Company Cloud AI Infrastructure for Research and DevelopmentTaiwan National Science and Technology Council to Invest in Supercomputer to Accelerate AI Development and Adoption Across Industries TAIPEI, Taiwan, May 18, 2025 (GLOBE NEWSWIRE) -- COMPUTEX -- NVIDIA and Foxconn Hon Hai Technology Group today announced they are deepeni...
- 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
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
TVTX INC.
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
NUVB AIRBNB INC. CLASS A
XMTR NUVATION BIO INC (A)
XOS XOMETRY
STX INC.
TTD XOS INC.
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM THE METALS COMPANY INC
SLDB GLOBALFOUNDRIES INC
CART CLEAR SECURE INC
LAC. RUMBLE INC
MXL-US SOLID BIOSCIENCES INC
MAPLEBEAR INC.
LITHIUM AMERICAS CORP NEW
MAXLINEAR
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.
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
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
INC.
- Seth Basham
- Wedbush Research
Broadcom Announces Third-Generation Co-Packaged Optics (CPO) Technolog...
Broadcom Announces Third-Generation Co-Packaged Optics (CPO) Technology with 200G/lane Capability Key partner milestones with CPO switches demonstrate ecosystem readiness for next-generation AI scale-up and scale-out networks PALO ALTO, Calif., May 15, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced significant advancements in its co-packaged optics (CPO) technology with the launch of its third-generation 200G per lane (200G/lane) CPO product line. In addition to the 200G/lane breakthrough, Broadcom demonstrated the maturity of its second-generation 100G/lane CPO p...
- 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
TSLA TESLA INC
TOL TOLL BROTHERS INC.
SBRA SABRA HEALTH CARE REIT INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NHI NATIONAL HEALTH INVESTORS INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
GOOGL ALPHABET INC. CLASS A
CTRE CARETRUST REIT INC
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
BLDR BUILDERS FIRSTSOURCE INC.
ARGX ARGENX ADS
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
TSEM TOWER SEMICONDUCTOR LTD
HOV HOVNANIAN ENTERPRISES INC. CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
ZNTL ZENTALIS PHARMACEUTICALS
HR HEALTHCARE TRUST OF AMERICA INC.
STRW STRAWBERRY FIELDS REIT INC.
ANRO ALTO NEUROSCIENCE INC
ORKA ORUKA THERAPEUTICS INC
JBIO JADE BIOSCIENCES INC
- Seth Basham
- Wedbush Research
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