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Aug 7 · 05:36 ET · 17:36 UTC+8PremarketBenzinga · SPY

Bloomberg Reported US Reviews China's Offshore Nvidia Chip Access After AI Gains

aisemiconductorsnvidiachinaPrice at publishQQQ 718.42 / +0.53%SPY 770.06 / +0.20%

Market reaction

1m5m15m30m60mBefore QQQ—0.02%0.05%0.03%0.01%After QQQ—0.04%0.05%0.05%0.08%Before SPY———0.04%—After SPY———0.02%—

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Aug 6 · 12:24 ET · 00:24+1 UTC+8RegularFutu Global Flash · NVDA

Nvidia (NVDA) reportedly considers reducing Rubin Ultra GPU memory capacity

The Information reports that Nvidia (NVDA) is considering lower-than-planned memory configurations for its next-generation Rubin Ultra GPUs as it addresses a shortage of high-end high-bandwidth memory. People familiar with the matter said Nvidia has tested at least three Rubin Ultra variants in recent weeks, including…

aisemiconductorsnvidiaPrice at publishQQQ 713.94 / -0.47%SPY 768.03 / -0.23%

Market reaction

1m5m15m30m60mBefore QQQ0.01%0.12%0.20%0.30%0.43%After QQQ0.08%0.02%0.16%0.19%0.22%Before SPY0.01%0.03%0.04%0.07%0.14%After SPY0.03%0.03%0.10%0.06%0.00%

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Aug 6 · 06:17 ET · 18:17 UTC+8PremarketBenzinga · NVDA/MU/AMAT

Bigger Earnings, Bigger Drop: The Sandisk Selloff Explained

Sandisk tops Q4 revenue at $8.97B, but SNDK stock slumps 10% premarket as analysts question if record profit margins can last.

semiconductorsearningsrisknvidiaPrice at publishQQQ 714.93 / -0.33%SPY 771.34 / +0.20%

Market reaction

1m5m15m30m60mBefore QQQ—0.01%0.05%0.06%0.14%After QQQ—0.03%0.02%0.08%0.23%Before SPY—0.01%0.03%0.02%0.07%After SPY—0.02%0.01%0.06%0.07%

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Aug 5 · 09:17 ET · 21:17 UTC+8PremarketFutu Global Flash · NVDA/AMZN/GOOG

Anthropic confirms in-house chip team to develop custom chips for Claude

Business Insider reports that Anthropic is forming an internal chip team as demand for its AI models grows. A job posting and company statement show it is hiring engineers to design custom chips for Claude, the first public confirmation of the plan. A spokesperson said co-designing hardware and AI models should help C…

aisemiconductorsnvidiaalphabetPrice at publishQQQ 724.75 / +0.12%SPY 775.35 / +0.52%

Market reaction

1m5m15m30m60mBefore QQQ0.04%0.08%0.06%0.06%0.00%After QQQ0.02%0.02%0.23%0.38%0.24%Before SPY0.01%0.04%0.04%0.04%0.03%After SPY0.01%0.01%0.11%0.02%0.07%

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Aug 4 · 19:24 ET · 07:24+1 UTC+8After-hoursFutu Global Flash · NVDA/ARM

SpaceX to exclusively use Nvidia AI architecture and plans space-based data centers

On August 4, SpaceX CEO Elon Musk said during the company's first earnings call that its future AI services will run exclusively on Nvidia systems. Musk called Nvidia's Vera Rubin architecture the best AI computing architecture. SpaceX expects its computing capacity to exceed 2 GW by year-end and approach 10 GW by the…

ainvidiateslaearningsPrice at publishQQQ 722.72 / +3.24%SPY 772.85 / +2.00%

Market reaction

1m5m15m30m60mBefore QQQ0.00%0.02%0.02%0.12%—After QQQ0.03%0.04%0.09%0.02%—Before SPY0.00%0.02%0.02%0.04%—After SPY0.00%0.00%0.06%0.03%—

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