与「jensen」相关的搜索结果

Anthropic delivers Mythos with safety measures in place, while Jensen Huang takes South Korea by storm — here are the big stories from the AI revolution

Anthropic delivers Mythos with safety measures in place, while Jensen Huang takes South Korea by storm — here are the big stories from the AI revolution. READ:

🚨 ÚLTIMA HORA: EL MAYOR PONZI DE LA HISTORIA EL CEO DE NVIDIA, Jensen Huang, ACABA DE ADMIRAR PÚBLICAMENTE A Elon Musk EN CNBC: “LO ÚNICO QUE LAMENTO ES NO HABERLE DADO MÁS DINERO A ELON.” Y AÑADIÓ: “REALMENTE QUIERES SER PARTE DE ELLO.” EL HOMBRE QUE CONTROLA LA EMPRESA MÁS IMPORTANTE DE LA ERA IA ESTÁ BÁSICAMENTE DICIENDO QUE SpaceX PODRÍA SER EL ACTIVO MÁS GRANDE DE LA DÉCADA. MIENTRAS MUCHOS LO LLAMAN “PONZI”… SPACEX YA DOMINA: • INTERNET SATELITAL • COHETES REUTILIZABLES • IA EN EL ESPACIO • SATÉLITES PARA COMPUTACIÓN IA • Y AHORA BUSCA UNA IPO HISTÓRICA DE HASTA $1.75T

JENSEN HUANG, CEO OF NVIDIA, IS TELLING YOU WHERE THE AI MONEY IS FLOWING. NVIDIA HAS DEPLOYED OVER $45 BILLION INTO JUST 8 COMPANIES. HERE'S WHERE THE MOST IMPORTANT COMPANY IN AI IS PLACING ITS BETS: • OPENAI — $30 BILLION • CORNING (GLW) — $3.2 BILLION • IREN — $2.1 BILLION • MARVELL (MRVL) — $2 BILLION • LUMENTUM (LITE) — $2 BILLION • COHERENT (COHR) — $2 BILLION • COREWEAVE (CRWV) — $2 BILLION • NEBIUS (NBIS) — $2 BILLION FOLLOW THE CAPITAL.

The next generation of AI builders brought the energy. 🦞 Jensen stopped by @SeoulNatlUni for a Build-a-Claw pop-up, packed with students, developers, and AI researchers building intelligent agents from the ground up.

🚨 🇰🇷 Jensen Huang hints at deeper NVIDIA-LG collaboration in robotics and AI data centers NVIDIA CEO Jensen Huang visited LG Twin Towers on June 8 and emphasized the company’s growing partnership with LG after meeting with LG Chairman Koo Kwang-mo and other executives. Huang said LG is a world-class company across many important future technologies and noted that NVIDIA and LG are working together on many areas. He highlighted robotics as one of the most important fields, describing it as the fusion of electronics, mechanical systems, and artificial intelligence. He said NVIDIA is working with LG on motor technology and mechanical systems, which could support future humanoid robotics. Huang also pointed to next-generation data centers, saying future facilities will scale to gigawatt levels and require advanced cooling, power, and infrastructure technologies. He added that there will be “many more announcements” in the near future, suggesting NVIDIA and LG’s cooperation in AI, robotics, and data centers could become more concrete soon.

Jensen Huang just told you you’re the slowest part of your own computer. And that he fixed it. For forty years, the entire architecture of personal computing depended on a single biological bottleneck. You had to click. You had to type. You had to translate every thought into the rigid language of the machine just to make it do anything. The computer was a passive terminal. It did nothing without explicit human permission. And buried inside that dependency was a word we never questioned. Personal. Your files. Your commands. Your keystrokes. That word meant total, uncontested human authority over a machine. Every interaction was permission-based. Every output was authored by you. That was the contract. Huang: “40 years later, Microsoft and NVIDIA are going to reinvent the PC. It took this long to completely reinvent how the PC is going to work.” He and Satya Nadella spent three years quietly dismantling that contract from the silicon up. No leaks. No breadcrumbs. Three years of silence before retiring the most important human-machine agreement in computing history. They didn’t build a faster processor. They assassinated the interface. The old PC was application-driven. You opened programs. Navigated file systems. Clicked through menus. We spent decades learning how to input. The machine finally learned how to listen. The new PC is agentic. It reasons. It anticipates. It generates. You don’t operate it. You deploy intent. And the moment that gap collapses, the biological intermediary isn’t the operator anymore. It’s the bottleneck. When a machine understands human context natively, the concept of a “user” ceases to exist. The PC was the last workspace where a human had complete control over a machine. No algorithm curating your attention. No feed ranking your reality. Just a blinking cursor and total authority. That space is being surrendered. Willingly. Enthusiastically. And marketed as progress. Because “personal” is about to mean its opposite. We spent forty years defining ourselves by how well we could operate the machine. Only to realize the machine was just waiting to operate itself.

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!