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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Can Trane Technologies plc (TT) and Eaton Corporation, PLC (ETN) Become Major Winners from the AI Data Center Boom?
Insider Monkey37d agoneutral
Can Trane Technologies plc (TT) and Eaton Corporation, PLC (ETN) Become Major Winners from the AI Data Center Boom?

Trane Technologies plc (NYSE:TT) and Eaton Corporation, PLC (NYSE:ETN) announced a strategic collaboration on August 17, combining advanced thermal management and electrical system architectures to accelerate AI-factory deployment. By introducing a first-of-its-kind reference design for next-generation data centers, the partnership integrates power and cooling into a unified platform built in alignment with NVIDIA DSX platforms. […]

Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up?
Insider Monkey37d agoneutral
Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up?

On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive cluster of NVIDIA HGX B300 systems on IBM Cloud. The deal centers on scaling open-source AI model inference via NVIDIA Corporation (NASDAQ:NVDA)’s Spectrum-X Ethernet networking. Days later, on August 13, IBM doubled down by […]

Tencent Holdings (SEHK:700) Can Access Advanced AI Chips In China
Simply Wall St.37d agoneutral
Tencent Holdings (SEHK:700) Can Access Advanced AI Chips In China

Tencent Holdings (SEHK:700) is receiving shipments of Nvidia H200 AI chips under a new Chinese policy that permits limited deliveries to domestic tech giants. The H200 processors are expected to support Tencent's domestic AI projects within its cloud, advertising and consumer platforms. Chinese authorities are using controlled access to advanced Nvidia chips to back local AI development while keeping export rules in view. The move may influence how Tencent allocates capital to data centres...