Just now, the dive reached 1900 points! Japanese stock market plummets! NVIDIA CEO, urgent clarification!
Big news in the field of AI is coming intensively! Recently, Nvidia founder and CEO Jensen Huang denied the product delay theory, saying that VeraRubin will be delivered to customers as planned. Huang Renxun said that VeraRubin hardware is on track to achieve mass production as planned. There is also news that the American AI company Anthropic is advancing its IPO and the company plans to hold an IPO investor meeting before the listing is approaching. It is reported that Anthropic is considering an initial public offering as early as October.
Big news in the field of AI is coming intensively! Recently, Nvidia founder and CEO Jensen Huang denied the product delay theory and said that Vera Rubin will be delivered to customers as planned. Huang Renxun said that Vera Rubin hardware is on track to achieve mass production as planned. There is also news that the American AI company Anthropic is advancing its IPO and the company plans to hold an IPO investor meeting before the listing is approaching. It is reported that Anthropic is considering an initial public offering as early as October. At the same time, data center operator Switch has hired investment banks to prepare for an initial public offering (IPO), which may value the company as high as $80 billion. Overnight, U.S. memory chip concept stocks collectively fell sharply. Micron Technology, SanDisk, and Western Digital fell more than 8%, and SK Hynix ADR fell more than 9%. Industry insiders pointed out that the reason for the large-scale decline in memory chip stocks is that the market is worried that competition in the global memory chip industry will further intensify. Today (July 16) morning, the Japanese and Korean stock markets plunged sharply. As of press time, the Nikkei 225 index has fallen by more than 1,900 points, or 2.80%; South Korea's KOSPI index has fallen by 5.70%, SK Hynix has fallen by more than 10%, and Samsung Electronics has fallen by more than 8%. Nvidia CEO Jensen Huang denies product delays On July 15, Nvidia founder Jensen Huang emphasized that the company’s next-generation AI accelerator system has been put into production and is being delivered to customers as planned, in response to reports that manufacturing issues may cause delays in its release. According to Bloomberg, Huang Renxun’s visit to Tokyo, Japan, is intended to discuss how Nvidia can help Japan achieve its development goals of sovereign AI and entity AI. He said Vera Rubin Hardware is preparing for "high volume" production, but did not elaborate on a timeline. Previously, research organization SemiAnalysis reported this month that Nvidia's next-generation AI server rack system was delayed due to difficulties in manufacturing a special circuit board that connects electronic modules. Vera Rubin is not a single GPU, but a complete computing platform that integrates Vera CPU, Rubin GPU, BlueField-4 DPU, NVLink interconnection network, photonic Ethernet and HBM4 memory. The platform to be released in 2026 also integrates network technologies such as NVLink, Spectrum-X, and BlueField to create dedicated computing infrastructure for agent applications. "Those reports are not true," the Nvidia CEO told reporters on the sidelines of a developer event on Wednesday. "Vera Rubin is in production. A lot of product is coming." Some analysts said that the above-mentioned denial statement is of great significance. If there is a credible delay in the mass production process of Vera Rubin, it will further intensify the competitive pressure from AMD's MI350 and MI400 roadmaps. Huang's public clarification is particularly critical for investors in the context that Nvidia's valuation has fully reflected product cycle expectations. Huang Renxun clearly pointed out as early as at the GTC conference: It is difficult to solve the AI computing bottleneck by relying solely on GPU computing power stacking. The real limitations come from memory bandwidth, interconnection latency and computing and storage coordination efficiency. Vera Rubin is the ultimate product of this system-level thinking - a full-stack design from chip to rack, from interconnection to cooling, from power supply to software stack. A shrinking population is reportedly forcing Japanese manufacturers to look to robotics and artificial intelligence for help. Japan is home to the world's largest manufacturers of factory robots, such as Fanuc, Yaskawa Electric and Kawasaki Heavy Industries, as well as manufacturers such as Toyota Motor Corp that use the equipment. SoftBank Group also announced the acquisition of ABB's robotics division for US$5.4 billion. All of these companies are looking to leverage AI to increase robot productivity. AI giant Anthropic advances IPO Anthropic is seeking to meet with investors ahead of a potentially huge IPO as the company prepares to join the artificial intelligence-driven stock market listing boom, foreign media reported.
The investment bank leading the offering is arranging meetings between investors and the maker of the Claude chatbot in the coming weeks, people familiar with the matter said. Bloomberg previously reported that Anthropic was considering an initial public offering as early as October. Moving forward with the IPO would put Anthropic ahead of rival OpenAI, which had previously planned to go public in the fall of 2026 but is now considering a 2027 listing. Both companies have submitted their respective listing applications confidentially. The listing comes after Anthropic's AI models, including tools that help streamline the coding process, gained traction, driving strong revenue growth. However, the company still faces uncertainty in its relationship with the Trump administration, which briefly imposed foreign access restrictions on two of Anthropic's top models. Anthropic also previously sued the Department of Defense over its declaration that the company posed a risk to the U.S. supply chain. Anthropic is working with Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase & Co. to advance its IPO, according to people familiar with the matter. The company was valued at $965 billion after a funding round in May, making it one of the world's largest private companies and surpassing OpenAI's valuation for the first time. According to Reuters, two people familiar with the matter revealed that data center operator Switch has hired investment banks to prepare for an initial public offering. The IPO may be conducted as early as the fourth quarter, raising up to US$10 billion, and valuing the company, including debt, at nearly US$80 billion. Goldman Sachs and JPMorgan Chase & Co. have been hired as lead underwriters for the offering, sources said. The sources, who requested anonymity because discussions are confidential, said the size, timing and valuation of the offering are still being discussed and could still change. The IPO would be one of the largest U.S. stock market debuts in recent years, underscoring investor interest in companies benefiting from surging demand for artificial intelligence infrastructure. The U.S. IPO market has rebounded this year, led by a number of large technology and AI-related listings, including SpaceX, the largest IPO in history, and the potential listings of Anthropic and OpenAI. According to Dealogic data, total U.S. IPO funds raised so far this year has reached $155.5 billion, the strongest growth rate since 2021. Switch operates large data center campuses and provides the power, cooling and connectivity services needed to support AI computing, enabling cloud service providers and enterprises to deploy energy-intensive GPU clusters for training and running artificial intelligence models. (
The investment bank leading the offering is arranging meetings between investors and the maker of the Claude chatbot in the coming weeks, people familiar with the matter said. Bloomberg previously reported that Anthropic was considering an initial public offering as early as October. Moving forward with the IPO would put Anthropic ahead of rival OpenAI, which had previously planned to go public in the fall of 2026 but is now considering a 2027 listing. Both companies have submitted their respective listing applications confidentially. The listing comes after Anthropic's AI models, including tools that help streamline the coding process, gained traction, driving strong revenue growth. However, the company still faces uncertainty in its relationship with the Trump administration, which briefly imposed foreign access restrictions on two of Anthropic's top models. Anthropic also previously sued the Department of Defense over its declaration that the company posed a risk to the U.S. supply chain. Anthropic is working with Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase & Co. to advance its IPO, according to people familiar with the matter. The company was valued at $965 billion after a funding round in May, making it one of the world's largest private companies and surpassing OpenAI's valuation for the first time. According to Reuters, two people familiar with the matter revealed that data center operator Switch has hired investment banks to prepare for an initial public offering. The IPO may be conducted as early as the fourth quarter, raising up to US$10 billion, and valuing the company, including debt, at nearly US$80 billion. Goldman Sachs and JPMorgan Chase & Co. have been hired as lead underwriters for the offering, sources said. The sources, who requested anonymity because discussions are confidential, said the size, timing and valuation of the offering are still being discussed and could still change. The IPO would be one of the largest U.S. stock market debuts in recent years, underscoring investor interest in companies benefiting from surging demand for artificial intelligence infrastructure. The U.S. IPO market has rebounded this year, led by a number of large technology and AI-related listings, including SpaceX, the largest IPO in history, and the potential listings of Anthropic and OpenAI. According to Dealogic data, total U.S. IPO funds raised so far this year has reached $155.5 billion, the strongest growth rate since 2021. Switch operates large data center campuses and provides the power, cooling and connectivity services needed to support AI computing, enabling cloud service providers and enterprises to deploy energy-intensive GPU clusters for training and running artificial intelligence models. (