NVIDIA Corp

TradingKey - Singapore-based AI cloud service provider Aolani announced a strategic computing partnership with Nvidia (NVDA), expecting to deploy 22,000 Blackwell Ultra GPUs across two AI factories in Malaysia and the Philippines by early 2027.

TradingKey - On the day following the Federal Reserve's rate hike, U.S. tech and semiconductor sectors rebounded significantly. A pullback in oil prices and U.S. Treasury yields eased the pressure of energy inflation and high interest rates on tech stock valuations.

TradingKey - According to Bloomberg, SoftBank Group launched a new round of large-scale bond financing on Monday, planning to issue senior unsecured bonds totaling over $11 billion to raise funds for its continued investment in OpenAI. According to the financing terms, the offering includes $10 billion in U.S. dollar-denominated bonds and €1 billion in euro-denominated bonds, with the majority of the proceeds to be used to fund the third $10 billion tranche of SoftBank's follow-on investment in OpenAI, a transaction expected to close on October 1.

TradingKey - According to CNBC, Nvidia (NVDA) CEO Jensen Huang is becoming a key supporter of Trump's opposition to a unified slowdown in the AI industry.

TradingKey - As of September 17 Eastern Time, driven by Jensen Huang's latest positive remarks on AI chip demand, Nvidia (NVDA) opened higher and traded higher throughout the day, gaining 2.54% to close at $219.34, ending its pullback since September 8.

TradingKey - On September 17, Eastern Time, Nvidia (NVDA) opened up more than 2%, with market attention focused on Jensen Huang's latest forecast for 2027 chip sales.

TradingKey - During the Asian session on September 16, South Korean Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon stated that South Korea will not slow down its pace of artificial intelligence research and development. He advocated replacing simple speed control with "responsible speed," strengthening safety management alongside the advancement of R&D and industrial applications.

TradingKey - On September 12, Eastern Time, Anthropic CEO Dario Amodei called for controlling the rate of capability advancement in frontier AI models, intensifying market concerns over data center investment and chip demand. Nvidia (NVDA) CEO Jensen Huang subsequently publicly opposed slowing down AI development, while Broadcom (AVGO) CEO Hock Tan stated that demand for compute infrastructure from frontier model development and inference operations remains strong.

TradingKey - On September 12 ET, Anthropic CEO Dario Amodei published "We Must Pace the Frontier," calling for a slowdown in the pace of capability advancements for frontier AI models. Meanwhile, the company continues to expand its long-term investments in computing infrastructure.

TradingKey - On September 15, Salesforce (CRM) announced multiple artificial intelligence partnerships, expanding its technology integration with Amazon Web Services (AWS), Google Cloud, and Nvidia (NVDA), respectively.