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Hedge funds highlight NVIDIA as a “high-conviction” pick, as Reuters points to new South Korea deals
The Apex Times

THE APEX TIMES

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Nvidia chips in the spotlight as HIVE reports Paraguay GPU cluster matches H100 performance for AI pretraining
The Apex Times

THE APEX TIMES

Business / The Apex Times

Nvidia chips in the spotlight as HIVE reports Paraguay GPU cluster matches H100 performance for AI pretraining

A report highlighted HIVE’s use of Nvidia A40 GPUs in Paraguay, saying researchers saw results comparable to those observed on newer Nvidia H100 systems for large-language-model pretraining. The development underscores how demand for Nvidia’s data-center hardware continues to spread across different geographies and compute configurations.

Jun 24, 8:03 AM EDT
Masayoshi Son backs Arm Holdings valuation surge thesis, reiterates Intel investment case
The Apex Times

THE APEX TIMES

Business / The Apex Times

Masayoshi Son backs Arm Holdings valuation surge thesis, reiterates Intel investment case

The Arm valuation framework cited by SoftBank founder Masayoshi Son suggests a path where Arm becomes a dominant CPU supplier, even as he argues the U.S. has to keep strengthening Intel. The comments, relayed by The Wall Street Journal through Yahoo Finance, add to ongoing debates about how major chip assets should be valued and secured.

Jun 24, 7:31 AM EDT