TickerTain — Make Analysis Fun Again

▶ 3:40 · $NVDA · Satya Nadella confirms Microsoft validating Vera Rubin and Fairwater built for Grace Blackwell era

now playing · $NVDA

$NVDA···bullish· high· posjensen huang

Jensen Huang unveils RTX Spark with petaflop AI performance and 128GB memory for 200B parameter models

RTX Spark delivers a petaflop of AI performance with NVFP4 numerical format and 128GB unified memory, enabling state-of-the-art 200B parameter models to run locally on a PC, trans…

$MSFT···bullish· medium· possatya nadella

Windows coming to GB300 brings data center-class AI to the desktop

Microsoft is extending Windows to Nvidia's GB300 platform, effectively putting data center-scale AI compute on the desktop and expanding the developer surface area for agentic app…

$NVDA···bullish· mediumsatya nadella

Satya Nadella confirms Microsoft validating Vera Rubin and Fairwater built for Grace Blackwell era

Microsoft is already validating Vera Rubin systems and co-designed Fairwater data center architecture specifically for the Grace Blackwell generation, with deep engineering alignm…

$NVDA···bullish· high· posjensen huang

Microsoft deploys world's largest Grace Blackwell installation with 30x token generation improvement

Microsoft has deployed the largest and fastest Grace Blackwell installation globally; Fairwater's closed-loop liquid cooling uses almost no water and delivers 30x token generation…

$NVDA···bullish· high· posjensen huang

Vera Rubin architected for agentic AI with revolutionary low-latency CPU and rack-scale NVLink 72

Vera Rubin is purpose-built for agentic workloads: Vera CPU targets extremely low latency for impatient agents, NVLink 72 makes the entire rack one computer, and the disaggregated…

$MSFT···bullish· highjensen huang

GitHub commits surge 3x as agentic systems drive productive coding and token profitability

Agentic AI has crossed a utility threshold: GitHub commits have gone parabolic with a 3x increase in recent months, proving agents do productive work and making tokens profitable,…

$MSFT···bullish· highjensen huang

Azure accelerating entire data stack (Fabric, SQL, Spark, vector, graph) for GPU to serve impatient agents

Microsoft is GPU-accelerating all Azure data tools — Fabric, SQL, Spark, semantic, vector, and graph processing — because agents require low-latency responses to iterate faster an…

←

▶ 3:40 · $NVDA · Satya Nadella confirms Microsoft validating Vera Rubin and Fairwater built for Grace Blackwell era

now playing · $NVDA

$NVDA···bullish· high· posjensen huang

Jensen Huang unveils RTX Spark with petaflop AI performance and 128GB memory for 200B parameter models

RTX Spark delivers a petaflop of AI performance with NVFP4 numerical format and 128GB unified memory, enabling state-of-the-art 200B parameter models to run locally on a PC, trans…

$MSFT···bullish· medium· possatya nadella

Windows coming to GB300 brings data center-class AI to the desktop

Microsoft is extending Windows to Nvidia's GB300 platform, effectively putting data center-scale AI compute on the desktop and expanding the developer surface area for agentic app…

$NVDA···bullish· mediumsatya nadella

Satya Nadella confirms Microsoft validating Vera Rubin and Fairwater built for Grace Blackwell era

Microsoft is already validating Vera Rubin systems and co-designed Fairwater data center architecture specifically for the Grace Blackwell generation, with deep engineering alignm…

$NVDA···bullish· high· posjensen huang

Microsoft deploys world's largest Grace Blackwell installation with 30x token generation improvement

Microsoft has deployed the largest and fastest Grace Blackwell installation globally; Fairwater's closed-loop liquid cooling uses almost no water and delivers 30x token generation…

$NVDA···bullish· high· posjensen huang

Vera Rubin architected for agentic AI with revolutionary low-latency CPU and rack-scale NVLink 72

Vera Rubin is purpose-built for agentic workloads: Vera CPU targets extremely low latency for impatient agents, NVLink 72 makes the entire rack one computer, and the disaggregated…

$MSFT···bullish· highjensen huang

GitHub commits surge 3x as agentic systems drive productive coding and token profitability

Agentic AI has crossed a utility threshold: GitHub commits have gone parabolic with a 3x increase in recent months, proving agents do productive work and making tokens profitable,…

$MSFT···bullish· highjensen huang

Azure accelerating entire data stack (Fabric, SQL, Spark, vector, graph) for GPU to serve impatient agents

Microsoft is GPU-accelerating all Azure data tools — Fabric, SQL, Spark, semantic, vector, and graph processing — because agents require low-latency responses to iterate faster an…