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Nvidia Stock Rises. Elon Musk's xAI Is About to Boost the AI Chip Market. -- Barrons.com
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Elon Musk's xAI Is About to Boost the AI Chip Market. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2438837340","media":"Dow Jones","summary":"Nvidia was rising early Tuesday, with the chip maker seen as one of the chief beneficiaries of the funding flowing into Elon Musk's artificial-intelligence start-up.Nvidia shares were up 2.6% at $1,092.50 in premarket trading. The stock closed up 2.6% on Friday, ahead of the Memorial Day weekend.Musk's xAI said it raised $6 billion in its latest venture round on Sunday. The funding brings the valuation of the year-old start-up to $24 billion.For Nvidia to continue its astonishing rate of growth, it needs the AI competition to keep going and xAI's funding is a positive sign for the sector. Importantly, xAI hasn't talked about developing in-house chips, unlike Amazon.com, Google-parent Alphabet, Meta Platforms and Microsoft, meaning plenty of that newly raised cash should be spent on Nvidia's hardware.Musk's xAI partners with cloud-computing company Oracle for access to data centers and computing chips. Oracle recently signed a new cloud-computing infrastructure deal with Nvidia and said","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Adam Clark \n</p>\n<p>\n Nvidia Stock was rising early Tuesday, with the chip maker seen as one of the chief beneficiaries of the funding flowing into Elon Musk's artificial-intelligence start-up. \n</p>\n<p>\n Nvidia shares were up 5.2% at $1,119.76 in early trading. The stock closed up 2.6% on Friday, ahead of the Memorial Day weekend. \n</p>\n<p>\n Musk's xAI said it raised $6 billion in its latest venture round on Sunday. The funding brings the valuation of the year-old start-up to $24 billion. \n</p>\n<p>\n For Nvidia to continue its astonishing rate of growth, it needs the AI competition to keep going and xAI's funding is a positive sign for the sector. Importantly, xAI hasn't talked about developing in-house chips, unlike Amazon.com, Google-parent Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Microsoft, meaning plenty of that newly raised cash should be spent on Nvidia's hardware. \n</p>\n<p>\n AI training budgets could increase tenfold every one-to-two years, according to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analyst Frederick Havemeyer. \n</p>\n<p>\n \"We think the AI investment cycle remains early...with a new inference infrastructure buildout similar to the scale of all datacenters globally once uptake is ubiquitous,\" Havemeyer wrote in a research note on Tuesday. \n</p>\n<p>\n Musk's xAI partners with cloud-computing company Oracle for access to data centers and computing chips. Oracle recently signed a new cloud-computing infrastructure deal with Nvidia and said it plans to boost capital spending in the next fiscal year. \n</p>\n<p>\n Musk has said xAI is planning to build a supercomputer to power the next version of its AI chatbot Grok, potentially partnering with Oracle to build a connected cluster of Nvidia chips at least four times bigger than the biggest equivalents today, technology-news focused outlet The Information reported over the weekend, citing a presentation made to investors. \n</p>\n<p>\n Oracle and xAI didn't immediately respond to requests for comment. \n</p>\n<p>\n Musk said he wants to get the proposed supercomputer running by the fall of 2025, as per the report, adding that xAI could partner with Oracle to develop the massive computer. \n</p>\n<p>\n Among other chip makers, Advanced Micro Devices was up 0.6% and Intel was gaining 0.1% in morning trading. \n</p>\n<p>\n Nvidia shares have risen 115% this year. That compares with a 11% increase in the S&P 500 index in 2024 and a 13% gain in the Nasdaq Composite Index. \n</p>\n<p>\n Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n May 28, 2024 10:02 ET (14:02 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises. 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Elon Musk's xAI Is About to Boost the AI Chip Market. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-28 17:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Adam Clark \n</p>\n<p>\n Nvidia Stock was rising early Tuesday, with the chip maker seen as one of the chief beneficiaries of the funding flowing into Elon Musk's artificial-intelligence start-up. \n</p>\n<p>\n Nvidia shares were up 5.2% at $1,119.76 in early trading. The stock closed up 2.6% on Friday, ahead of the Memorial Day weekend. \n</p>\n<p>\n Musk's xAI said it raised $6 billion in its latest venture round on Sunday. The funding brings the valuation of the year-old start-up to $24 billion. \n</p>\n<p>\n For Nvidia to continue its astonishing rate of growth, it needs the AI competition to keep going and xAI's funding is a positive sign for the sector. Importantly, xAI hasn't talked about developing in-house chips, unlike Amazon.com, Google-parent Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Microsoft, meaning plenty of that newly raised cash should be spent on Nvidia's hardware. \n</p>\n<p>\n AI training budgets could increase tenfold every one-to-two years, according to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analyst Frederick Havemeyer. \n</p>\n<p>\n \"We think the AI investment cycle remains early...with a new inference infrastructure buildout similar to the scale of all datacenters globally once uptake is ubiquitous,\" Havemeyer wrote in a research note on Tuesday. \n</p>\n<p>\n Musk's xAI partners with cloud-computing company Oracle for access to data centers and computing chips. Oracle recently signed a new cloud-computing infrastructure deal with Nvidia and said it plans to boost capital spending in the next fiscal year. \n</p>\n<p>\n Musk has said xAI is planning to build a supercomputer to power the next version of its AI chatbot Grok, potentially partnering with Oracle to build a connected cluster of Nvidia chips at least four times bigger than the biggest equivalents today, technology-news focused outlet The Information reported over the weekend, citing a presentation made to investors. \n</p>\n<p>\n Oracle and xAI didn't immediately respond to requests for comment. \n</p>\n<p>\n Musk said he wants to get the proposed supercomputer running by the fall of 2025, as per the report, adding that xAI could partner with Oracle to develop the massive computer. \n</p>\n<p>\n Among other chip makers, Advanced Micro Devices was up 0.6% and Intel was gaining 0.1% in morning trading. \n</p>\n<p>\n Nvidia shares have risen 115% this year. That compares with a 11% increase in the S&P 500 index in 2024 and a 13% gain in the Nasdaq Composite Index. \n</p>\n<p>\n Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n May 28, 2024 10:02 ET (14:02 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","LU0072462426.USD":"贝莱德全球配置 A2","ORCL":"甲骨文","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4581":"高盛持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","GOOG":"谷歌","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4567":"ESG概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","GOOGL":"谷歌A","AMD":"美国超微公司","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","INTC":"英特尔","LU0251142724.SGD":"Fidelity America A-SGD","NVDA":"英伟达","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4503":"景林资产持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438837340","content_text":"By Adam Clark \n\n\n Nvidia Stock was rising early Tuesday, with the chip maker seen as one of the chief beneficiaries of the funding flowing into Elon Musk's artificial-intelligence start-up. \n\n\n Nvidia shares were up 5.2% at $1,119.76 in early trading. The stock closed up 2.6% on Friday, ahead of the Memorial Day weekend. \n\n\n Musk's xAI said it raised $6 billion in its latest venture round on Sunday. The funding brings the valuation of the year-old start-up to $24 billion. \n\n\n For Nvidia to continue its astonishing rate of growth, it needs the AI competition to keep going and xAI's funding is a positive sign for the sector. Importantly, xAI hasn't talked about developing in-house chips, unlike Amazon.com, Google-parent Alphabet, Meta Platforms, and Microsoft, meaning plenty of that newly raised cash should be spent on Nvidia's hardware. \n\n\n AI training budgets could increase tenfold every one-to-two years, according to Macquarie analyst Frederick Havemeyer. \n\n\n \"We think the AI investment cycle remains early...with a new inference infrastructure buildout similar to the scale of all datacenters globally once uptake is ubiquitous,\" Havemeyer wrote in a research note on Tuesday. \n\n\n Musk's xAI partners with cloud-computing company Oracle for access to data centers and computing chips. Oracle recently signed a new cloud-computing infrastructure deal with Nvidia and said it plans to boost capital spending in the next fiscal year. \n\n\n Musk has said xAI is planning to build a supercomputer to power the next version of its AI chatbot Grok, potentially partnering with Oracle to build a connected cluster of Nvidia chips at least four times bigger than the biggest equivalents today, technology-news focused outlet The Information reported over the weekend, citing a presentation made to investors. \n\n\n Oracle and xAI didn't immediately respond to requests for comment. \n\n\n Musk said he wants to get the proposed supercomputer running by the fall of 2025, as per the report, adding that xAI could partner with Oracle to develop the massive computer. \n\n\n Among other chip makers, Advanced Micro Devices was up 0.6% and Intel was gaining 0.1% in morning trading. \n\n\n Nvidia shares have risen 115% this year. That compares with a 11% increase in the S&P 500 index in 2024 and a 13% gain in the Nasdaq Composite Index. \n\n\n Write to Adam Clark at adam.clark@barrons.com \n\n\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n May 28, 2024 10:02 ET (14:02 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/310738206580912"}
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