Nscale secures $900M for data-center expansion backed by Nvidia

The post Morgan Stanley Initiates SpaceX Coverage With Wall Street-High $300 Price Target appeared on BitcoinEthereumNews.com. Key highlights: Morgan Stanley initiated coverage of SpaceX (SPCX) with an Overweight rating and a $300 price target The target is among the highest on Wall Street and implies roughly 87%-90% upside from recent trading levels Analysts believe AI infrastructure, Starlink, and orbital computing could become major long-term revenue drivers Morgan Stanley has become one of the most bullish firms on Wall Street regarding SpaceX, launching coverage of the recently public company with an Overweight rating and a $300 price target. The target stands well above the stock’s recent trading price near $160 and is among the highest published forecasts for the aerospace and artificial intelligence company.  Morgan Stanley analyst Adam Jonas argues that investors are still underestimating the scale of SpaceX’s long-term opportunities beyond rockets and satellite internet.  AI

The post DeepSeek plans its own inference chip, a threat to Nvidia and Huawei alike appeared on BitcoinEthereumNews.com. Chinese AI startup DeepSeek is designing an in-house chip to run its models, according to sources close to the matter. The disclosure, if true, would reduce its dependence on both Nvidia and Huawei.  For a company that already forced a rethink across the industry once, the plan especially puts pressure on the American chipmaker, losing ground in China, and on the domestic suppliers racing to replace it. The race to be the leader of inference The Hangzhou firm is aiming the chip at inference, the stage where a trained model answers user queries. Inference is where AI systems earn their keep at scale, and it is the part of the market Huawei has just started to win with its Ascend line.  A DeepSeek chip built for the same job would put the startup in competition with the very homegrown supplier that Chinese tech companies have been scrambling to buy from. Since DeepSeek

AC Limited's strategic investments and partnerships could enhance UAE's influence in global tech and finance, reshaping market dynamics. The post AC Limited invests billions in Nvidia and McLaren, strengthens Wall Street ties appeared first on Crypto Briefing.

The post DeepSeek Develops Custom AI Chip as Nvidia (NVDA) Stock Falls 2% appeared on BitcoinEthereumNews.com. Key Takeaways DeepSeek is creating a proprietary AI semiconductor tailored for inference operations rather than training This strategic shift aims to decrease dependence on Nvidia and Huawei processors Nvidia stock declined approximately 2% during premarket hours following the announcement The semiconductor project remains in preliminary phases, with DeepSeek discreetly recruiting chip design specialists The company is simultaneously pursuing $7 billion in its inaugural external investment round According to three informed sources, Chinese artificial intelligence company DeepSeek has initiated development of a proprietary semiconductor. This processor is specifically engineered for inference tasks—the computational process that enables AI systems to generate outputs—as opposed to the resource-intensive training of new models. DeepSeek is reportedly developing its own AI chip,

US scrutiny of Chinese lidar tech could reshape autonomous driving, impacting Nvidia's partnerships and boosting Western lidar firms. The post Chinese lidar maker with Nvidia ties faces cyber risk accusations that could reshape US autonomous driving appeared first on Crypto Briefing.

AI-driven drug discovery could significantly reduce R&D costs and timelines, impacting global pharmaceutical economics and GPU demand. The post Certara accelerates drug discovery with Nvidia BioNeMo toolkit as AI reshapes pharma R&D appeared first on Crypto Briefing.

AI infrastructure's decade-long growth cycle could reshape tech investment strategies, emphasizing long-term gains over short-term market volatility. The post Franklin Templeton’s Dudley remains bullish on AI infrastructure spending, calls it a ‘decade-long cycle’ appeared first on Crypto Briefing.

Jensen Huang has a test for whether an engineer is worth keeping, and it comes with a token budget attached. On the All-In Podcast at the close of GTC 2026, the Nvidia chief executive said that if a US$500,000 engineer’s annual AI token consumption came in under US$250,000, half their salary, “I am going to be deeply alarmed.” Nvidia, […] The post Companies traded people for tokens. The returns haven’t shown up appeared first on AI News.