nvidia

Sources reveal that Goldman Sachs is in discussions with potential investors to participate in Nvidia's $500 billion artificial intelligence financing plan.

Market news says that LG will release the next generation humanoid robot based on the NVIDIA ISAAC GR00T platform.

According to DIGITIMES, NVIDIA's next-generation AI platform Feynman aims for mass production in the second half of 2028, utilizing TSMC's A16 process and incorporating SoIC 3D stacking and CPO technology. The Rubin generation focuses on integrating multiple small chips with HBM, while Feynman further develops towards 3D small chips, SoIC, and CPO. The report indicates that TSMC is accelerating the construction of related production capacity, with the original plan for SoIC monthly capacity to reach 20,000 pieces by the end of 2026, now updated to a target of 50,000 pieces by the end of 2027.The construction progress of TSMC's Chiayi AP7 and Tainan AP8 is also accelerating, with AP7 planned in 8 phases. P1 and P2 have entered installation, P3 and P4 have obtained construction permits, and P5 to P8 are still in planning. In addition to mass-producing Apple-specific WMCM, the factory will configure SoIC, CoPoS, and CPO production lines according to customer demand. NVIDIA has rapidly shifted its R&D and supply chain resources to the Feynman platform, and the spillover effect of TSMC's advanced packaging orders continues to expand, with Siliconware becoming the main testing and packaging factory for NVIDIA's CoWoS and CPO orders. The NVLink interconnect bandwidth of NVIDIA's Feynman platform is expected to exceed 1 PB/s, further improving from Rubin Ultra's 520 TB/s. TSMC's COUPE technology integrates EIC and PIC in 3D through SoIC to form a light engine, advancing optoelectronic conversion from traditional circuit boards to the internal packaging structure. Since 2026, NVIDIA has invested over $40 billion in building the AI ecosystem, covering areas such as models, wafer manufacturing, data centers, and optical communications.

According to Decrypt, the U.S. Securities and Exchange Commission (SEC) plans to launch two crypto-related initiatives in the coming days, while the Congressional CLARITY Act remains stalled until at least September. The SEC intends to propose "Regulation Crypto" at a public meeting on Friday, allowing projects to raise funds through token sales without completing a full securities registration.The SEC also plans to introduce an "innovation exemption" for tokenized stocks, with details potentially announced on Friday. This exemption will allow tokenized versions of stocks like Apple, Tesla, and Nvidia to be traded on the blockchain around the clock, supporting fragmented trading and near-instant settlement.Such tokens typically track stock economic exposure but do not carry voting rights or dividend rights. This initiative is part of SEC Chairman Paul Atkins' "Project Crypto" agenda, with Robinhood Chain, Solana, and Base already advancing related on-chain markets.

The CEO of Lenovo stated that Lenovo will collaborate with NVIDIA (NVDA.O) and plans to launch AI PCs equipped with RTX chips later this year.

CoreWeave warns investors that transitioning from NVIDIA chips to other chips will be difficult and may require a significant investment of time and money.

Market news indicates that Hon Hai will begin shipping NVIDIA's Vera Rubin platform in the fourth quarter.

Recently, there have been market rumors that Nvidia plans to invest $2 billion strategically in the leading optical module company, Zhongji Xuchuang. The funds will be used for the research and development of a new generation of optical modules, global capacity expansion, and the construction of a new factory in Thailand. At the same time, Nvidia intends to become a cornerstone investor in the IPO of New Yisheng on the Hong Kong Stock Exchange.A relevant person from Zhongji Xuchuang responded that the company is not aware of this rumor and that the official announcements should be taken as the standard; New Yisheng stated that it is inconvenient to comment and that investors should refer to the announcements.

NVIDIA announced a partnership with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform.The platform aims to mobilize over $500 billion in third-party capital in the long term to support AI infrastructure development.

According to Gate market data, U.S. stocks opened with the Dow Jones up 0.11%, the S&P 500 index up 0.14%, and the Nasdaq up 0.25%. Nvidia (NVDA.O) rose 1.8%, with reports stating that the company is launching the open-source AI model Nemotron 4.Storage concept stocks strengthened, with SK Hynix (SKHY.O) up 2.4% and SanDisk (SNDK.O) up 1.7%.

According to The Information, Nvidia is developing a new open-source AI model called Nemotron 4.Several Nvidia employees involved in the development of the NEMOTRON project stated that they expect the largest NEMOTRON 4 model to have at least 1 trillion parameters.

According to Bloomberg, the foreign exchange reserves of U.S. stocks held by the Swiss National Bank grew by more than 10% in the second quarter, reaching the highest level on record. As of June 30, the bank held shares in over 2,300 U.S. listed companies, with a total value of $191.4 billion.The top three holdings are Nvidia, Apple, and Microsoft. In addition, the Swiss National Bank also holds shares worth $716.6 million in defense software company Palantir, although activist investors have called for the sale of some holdings, the bank has refused.

According to the official announcement, River AI, founded by xAI co-founder Igor Babuschkin, has completed a $1.1 billion financing round, led by General Catalyst and AMP, with strategic investments from NVIDIA and AMD. Other investors include Y Combinator and Temasek.River AI stated that the current financing will be used to accelerate the development of its personal AI technology stack. The company also revealed that its training API has been launched and is now in practical use.

NVIDIA CEO Jensen Huang stated that artificial intelligence laboratories and AI startups need computing power.

NVIDIA and its partners will create dedicated funding pools for artificial intelligence infrastructure customers to meet market demand.

According to the Financial Times, several Wall Street giants are collaborating with Nvidia to jointly advance a $500 billion artificial intelligence financing plan.

Lambda, an AI cloud computing service provider supported by Nvidia, is financing $917 million through the leveraged loan market to procure AI chips. As the construction of artificial intelligence infrastructure accelerates, chip financing is becoming a new way for capital investment in the AI industry. Lambda belongs to the rapidly developing "new cloud vendor" camp in recent years, with its main business being to provide GPU computing power and AI infrastructure services to enterprises and developers.This financing plan will be completed through a loan based on GPU asset-related rights, aimed at supporting the company's expansion of AI computing resources. Reports indicate that AI infrastructure companies are actively exploring new financing methods to meet the enormous capital investment required for building large-scale computing clusters. Previously, AI cloud service provider CoreWeave completed the first transaction in the institutional leveraged loan market for chip financing, providing a new financing model for the industry. As the demand for generative AI continues to grow, Nvidia's GPU supply has become a core resource for AI companies' expansion. By using GPU assets as the basis for financing, AI cloud service providers can rapidly scale their computing power without fully relying on equity financing, while also allowing the traditional credit market to participate in the wave of AI infrastructure investment.

According to UBS's analysis of the Vera Rubin superchip Bill of Materials (BOM), the share of memory semiconductors in the total cost of the platform has risen to about 62%, a significant increase from the 53% of the previous generation Blackwell Ultra (GB300). The total cost of the Vera Rubin superchip (which includes 1 Vera CPU and 2 Rubin GPUs) is approximately $38,902, with memory-related costs reaching $24,297. The cost of HBM4 is about $4,943 (accounting for 12.7% of the total cost), while the cost of the SOCAMM2 connecting the CPU is about $19,355 (accounting for 49.8% of the total cost), making it the core driver of rising memory costs.SOCAMM2 is a server memory module based on low-power DRAM LPDDR5X, supporting a maximum capacity of 1.5TB per CPU. The Vera Rubin NVL72 cabinet (which includes 72 Rubin GPUs and 36 Vera CPUs) is equipped with a total of 74.7TB DRAM, of which HBM4 accounts for 20.7TB, and LPDDR5X for the CPUs reaches 54TB, with the LPDDR usage in a single cabinet equivalent to about 4,500 high-end smartphones. However, due to uncertainties in the supply of LPDDR5X and HBM4E, NVIDIA is considering reducing the HBM configuration for the next generation Rubin Ultra.