FOLLOW A THREAD Connect scattered updates into a story you can understand.
Market News 09/24, 11:00
On-chain lending protocol USD.AI announced a USD 128.9 million GPU financing facility to support an undisclosed borrower in deploying 32 NVIDIA GB200 NVL72 systems in Canada.
Market News 09/23, 22:34 Translation pending
Serenity称Lumentum在ECOC 2026期间表示，英伟达Spectrum-6 CPO对UHP激光器需求增加且供不应求；Win Semi计划扩产CW激光器。
Market Unverified 09/23, 15:58 Translation pending
市场消息称，英伟达支持的Firmus正寻求融资100亿美元，用于开发人工智能芯片。
Market News 09/23, 07:48 Translation pending
报道称，DeepSeek将适配华为等国产训练芯片列为重要战略，预计最早第四季度获得新一批华为芯片，目前仍使用英伟达芯片训练。
Market News 09/23, 03:27 Translation pending
据BIT行情数据，英伟达未来12个月预估市盈率已跌破17倍，较2025年约减半，并低于今年5月的25倍以上。
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