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Intellectual property law
fromIPWatchdog.com | Patents & Intellectual Property Law
4 days agoNinety-Eight Percent of Apple, Nvidia, Costco, Lilly and MasterCard Market Value are IP-Related Intangible Assets
Intangible assets have significantly increased in value, comprising up to 98% of some companies' market value, reshaping corporate finance and understanding.
from24/7 Wall St.
3 days agoShould Arm's AGI Chip Have NVIDIA Investors in a Panic?
Arm Holdings is poised to make a big splash in the chip game, perhaps a bigger one than initially expected, with $15 billion in annual revenue from the new chip currently being projected through 2031.
Artificial intelligence
#ai-infrastructure
Venture
fromSilicon Canals
4 days ago$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals
Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
Venture
from24/7 Wall St.
3 weeks agoNvidia Had Another Helping of Nebius Stock. Should You Follow Jensen Huang's Lead?
Nvidia continues rapid deal-making across the AI industry, investing in chip customers, inference companies, optical infrastructure providers, and emerging AI firms to maintain dominance through the next phase of AI development.
#ai-tokens
Artificial intelligence
fromwww.businessinsider.com
2 weeks agoJensen Huang says he will be 'deeply alarmed' if his $500,000 engineer did not consume at least $250,000 of tokens
Nvidia CEO Jensen Huang emphasizes the importance of AI token usage for top engineers, suggesting it reflects their productivity and value.
Artificial intelligence
fromComputerworld
2 weeks agoNvidia CEO Huang talks up 'tokenomics' - the new currency for AI
AI tokens are becoming a fundamental currency for the tech industry, influencing recruitment, budgeting, productivity, and company revenues as computing shifts from retrieval-based to generative models.
Artificial intelligence
fromFortune
2 weeks agoNvidia just forecast $1 trillion in AI demand. So why isn't Jensen Huang a target of AI backlash? | Fortune
Nvidia CEO Jensen Huang forecasts $1 trillion in AI chip orders through 2027 while avoiding public criticism that targets other AI leaders, despite Nvidia's chips powering all major AI infrastructure and applications.
Artificial intelligence
fromFortune
2 weeks agoNvidia's Jensen Huang thinks $1 trillion won't be enough to meet AI demand-and he's paying engineers in AI tokens worth half their salary to prove it | Fortune
Nvidia CEO Jensen Huang forecasts $1 trillion in computing demand through 2027, with the company doubling its demand forecast and offering engineers AI tokens as compensation to attract talent for massive infrastructure expansion.
Tech industry
fromTechCrunch
2 weeks agoNvidia is quietly building a multibillion-dollar behemoth to rival its chips business | TechCrunch
Nvidia's networking division, grown from a 2020 acquisition, has become the company's second-largest revenue driver with $31 billion annual revenue, surpassing Cisco's networking business despite receiving minimal market attention.
fromFortune
3 weeks agoJensen Huang runs the world's most valuable chip company. His bonus is $4 Million-if he's lucky | Fortune
Despite Nvidia's staggering $4.5 trillion valuation and CEO and founder Jensen Huang's $154 billion net worth, his cash bonus this year will only be $4 million if the company meets performance targets, according to a March 6 SEC filing. For some, a $4 million bonus would be life-changing. But for Huang, it's a drop in the bucket at just 0.26% of his net worth.
Tech industry
from24/7 Wall St.
4 weeks agoNvidia Just Made Another Pair of Brilliant AI Bets
Either way, I think the AI boom is alive and well, but with much of the short-term hype fading away, the big question is whether the long-term trajectory is still there and whether it makes sense for investors to hit the buy button now that the near-term is somewhat less hyped while the long-term is as exciting as ever.
Artificial intelligence
#nvidia-stock-valuation
Business
from24/7 Wall St.
1 month agoStrategas: Nvidia Should Trade to $212-$215, Not $180; Earnings Aren't Peaking
Nvidia's stock has 17% upside potential to $212-$215 based on continued earnings acceleration with no signs of peak profitability across five consecutive quarters of revenue and EPS growth.
Tech industry
from24/7 Wall St.
4 weeks agoDid NVIDIA Crash Memory Stocks Like Micron and SanDisk Yesterday?
NVIDIA's planned new chip architecture using on-chip SRAM instead of high-bandwidth memory may have triggered memory stock sell-offs, though American memory stocks show resilience despite Asian market crashes.
Artificial intelligence
fromFortune
1 month agoNvidia's Jensen Huang says tech's $700 billion AI capex is just the start of something far bigger | Fortune
Nvidia's massive AI chip revenue growth depends on hyperscalers' continued massive capital spending, raising questions about sustainability and whether this represents an unsustainable bubble peak.
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