Nvidia and Mitsubishi Heavy Industries plan to cooperate in AI data center technology
Nvidia and Mitsubishi Heavy Industries plan to cooperate in AI data center technology
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All storiesNewswire134Nvidia and Mitsubishi Heavy Industries plan to cooperate in AI data center technologyFilings1SEC filing watch: AAPL / Apple Inc.: 10-Q filed 2026-05-01, 8-K filed 2026-04-30, 8-K filed 2026-04-20.Longform25Inflation without reflation: Energy prices reversed in June, core CPI sluggish, fiscal fine-tuning rather than pivot (Morgan Stanley)
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View allNvidia and Mitsubishi Heavy Industries plan to cooperate in AI data center technology
Nvidia and Mitsubishi Heavy Industries plan to cooperate in AI data center technology
Mitsubishi Heavy Industries and Nvidia are considering cooperation in artificial intelligence (AI) data center technology
The two parties are studying the integration of Mitsubishi Heavy Industries' cooling systems and energy management technologies into Nvidia-related facilities. (Nikkei Shimbun)
On July 14, EHang Intelligent, the “first e VTOL stock”, responded to reporters saying that the company’s recent organizational performance optimization and talent struct…
On July 14, EHang Intelligent, the “first eVTOL stock”, responded to reporters saying that the company’s recent organizational performance optimization and talent structure renewal are normal management actions. This optimization is based on the background of…
Is the United States experiencing "negative CPI" on a month-on-month basis for the first time in six years? But that's not the point tonight
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SK Hynix sells U.S. dollars in Seoul foreign exchange market, driving strong rebound in South Korean won exchange rate
Affected by the large-scale selling of U.S. dollars by South Korean semiconductor giant SK Hynix in the foreign exchange market, the exchange rate of the Korean won against the U.S. dollar rebounded strongly on the 14th. As of the trading session on the 14th,…
July 14, 2020 - Google said that it will extend the Gemini AI function in the Chrome browser to British desktop users, and the i OS version will be launched next month
July 14, 2020 - Google said that it will extend the Gemini AI function in the Chrome browser to British desktop users, and the iOS version will be launched next month.
"Sister Wood" spent more than US$21 million to increase her position in Space X
Ark Invest, owned by Cathie Wood, conducted a number of transactions on Monday, and the operation that received the most market attention was adding a position in SpaceX. This aerospace company recently completed its listing, and the market has revived controv…
$AMD
"Nightmare of interest rate hike" lingering? Investment expert: Wash can only "cry eagle" and gold's long-term bull market remains unchanged!
In an environment where the Federal Reserve's "interest rate hike nightmare" lingers, Robert Minter, head of investment strategy at Aberdeen Group (Abrdn), questioned the market's increasingly hawkish interpretation of U.S. monetary policy. In the Federal Rese…
Analysis & data
View allInflation without reflation: Energy prices reversed in June, core CPI sluggish, fiscal fine-tuning rather than pivot (Morgan Stanley)
Morgan Stanley released a presentation report for Asia-Pacific investors, pointing out that the current economy has an anomaly of "inflation without reflation." Energy prices and transmission effects reversed in June. Core CPI excluding gold remained sluggish,…
Investment Bank Research Brief
Morgan Stanley released a report stating that China’s first nationally produced 100,000-card AI super cluster Sugon 8000 was officially completed. The six types of chips at the core of this cluster were independently developed by Haiguang Information (688041)…
Global Analog Chip Player's Handbook: 2Q26 cycle recovery is on the way, 800v architecture becomes the focus (Morgan Stanley)
Morgan Stanley issued quarterly research guidance for global analog chips, arguing that the industry is in the early stages of a more sustained earnings recovery. Tight channel inventory, gradual advancement of replenishment, and easing pricing pressure are th…
Three feasible investment ideas in Asia-Pacific: Keyence, Lenovo, and Zhibang Technology are all positive rating (Morgan Stanley)
Morgan Stanley released three actionable investment ideas in the Asia-Pacific region, all with an positive rating rating. The three recommendations are: Keyence (6861.T), citing the long-term growth theme from factory automation to physical AI; Lenovo (0992.HK…
North American Semiconductor Weekly: Nvidia roadshow feedback, preferred target, new cloud business model becomes focus (Morgan Stanley)
Morgan Stanley released its weekly report on North American semiconductors, naming Nvidia (NVDA) as its key name discussed in the sector. The core focus comes from investor feedback from recent roadshows, which discuss how Nvidia can expand its value investor…
x AI is chasing after Apple, and Open AI is caught in a trade secret theft scandal
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Masayoshi Son: Nuclear fusion is the key to the future of artificial intelligence and will replace natural gas in 15 years
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North American AI upgrade network market: The scale has doubled in one year, copper cable has been king for a long time, and CPO layout is timely (Morgan Stanley)
Morgan Stanley updated its research report on Scale-Up Networks. The market size is expected to reach approximately US$70 billion by 2030, an increase of more than 4 times from the estimate a year ago. The report believes that copper cable will be the first ch…
U.S. technology giant sues Open AI, revealing broken alliances and intensifying competition in the artificial intelligence industry
The company recently formally sued OpenAI, an artificial intelligence startup, accusing it of poaching Apple employees and stealing trade secrets. This move marks the complete breakdown of the previous strategic alliance between the two giants, and also expose…