Cathie Wood's Ark Details Nvidia's Unique Strategy To Take On Amazon, Microsoft And Google In AI Arms Race

Benzinga2023-08-08

Chipmaker Nvidia Corp. has opted for an indirect approach to take on cloud titans Microsoft Corp, Alpahabet, Inc. and Amazon, Inc, all of which are developing in-house accelerators to compete with the...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1131407580?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2023-08-08 21:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1131407580","market":"us","top_or_hot":-1,"title":"Cathie Wood's Ark Details Nvidia's Unique Strategy To Take On Amazon, Microsoft And Google In AI Arms Race","media":"Benzinga","content":"<div>\n<p>Chipmaker Nvidia Corp. has opted for an indirect approach to take on cloud titans Microsoft Corp, Alpahabet, Inc. and Amazon, Inc, all of which are developing in-house accelerators to compete with the...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/23/08/33616791/cathie-woods-ark-details-nvidias-unique-strategy-to-take-on-amazon-microsoft-and-go\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Details Nvidia's Unique Strategy To Take On Amazon, Microsoft And Google In AI Arms Race</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Details Nvidia's Unique Strategy To Take On Amazon, Microsoft And Google In AI Arms Race\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-08 21:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/23/08/33616791/cathie-woods-ark-details-nvidias-unique-strategy-to-take-on-amazon-microsoft-and-go><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmaker Nvidia Corp. has opted for an indirect approach to take on cloud titans Microsoft Corp, Alpahabet, Inc. and Amazon, Inc, all of which are developing in-house accelerators to compete with the...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/23/08/33616791/cathie-woods-ark-details-nvidias-unique-strategy-to-take-on-amazon-microsoft-and-go\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GOOGL","symbol_name":"谷歌A","start_time":0,"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/23/08/33616791/cathie-woods-ark-details-nvidias-unique-strategy-to-take-on-amazon-microsoft-and-go","article_id":"1131407580","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1131407580","pubTimestamp":1691499875,"columns":[],"sourceInfo":{"source_id":"lsy1606299360108","name":"Benzinga"},"weMediaInfo":null,"summary":"Chipmaker Nvidia Corp. has opted for an indirect approach to take on cloud titans Microsoft Corp, Alpahabet, Inc. and Amazon, Inc, all of which are developing in-house accelerators to compete with the","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GOOGL":"谷歌A","NVDA":"英伟达","MSFT":"微软","GOOG":"谷歌","AMZN":"亚马逊"},"translate_title":"凯西·伍德的方舟详细描述了英伟达在人工智能军备竞赛中与亚马逊、微软和谷歌竞争的独特战略","themeId":"d5a154ad31824bafb78dd4878d009f3e","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1.1,"GOOG":1.1,"GOOGL":1.1,"MSFT":1.1,"NVDA":1.1},"content_text":"Chipmaker Nvidia Corp. has opted for an indirect approach to take on cloud titans Microsoft Corp, Alpahabet, Inc. and Amazon, Inc, all of which are developing in-house accelerators to compete with the chipmaker.Nvidia supplies AI accelerators to CoreWeave, a crypto mining company that has transitioned to a GPU-focused cloud service provider, said Frank Downing, research director of Cathie Wood-led Ark Investment Management‘s Next Generation Internet.The analyst noted that CoreWeave recently secured $2.3 billion in debt financing, led by Magnetar Capital, Blackstone and others, to expand its infrastructure, primarily AI accelerators from Nvidia. The AI accelerators will serve as collateral for debt, he noted.Nvidia is also an early strategic investor in CoreWeave.The cloud startup’s latest capital raise, which is more than five times higher than the previous $421 million Series B round funding “highlights the race to secure as much AI-compute as possible in anticipation of an explosion in demand for AI-powered products and services,” Downing said.The analyst also pointed to a report that said Nvidia was diverting its latest chip to CoreWeave, which is benefiting from access to the former's advanced technology.CoreWeave pivoted to building a cloud infrastructure that offers GPU acceleration at scale in 2019, just in time to take advantage of the skyrocketing demand for GPUs in the AI industry.Nvidia closed Monday’s session at $454.17, up 1.65%.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":16,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1131407580"}