# Murata
Latest news and articles about Murata
Total: 2 articles found
Nvidia Goes to Orbit as Beijing Announces Pro-growth Fiscal and Data Push — What It Means for AI, Chips and Markets
Nvidia unveiled the Vera Rubin orbital module to run LLMs in space, promising dramatic on‑orbit inference gains, while China’s finance ministry pledged more proactive fiscal policy in 2026 and Beijing moved to commercialize public data for AI training. Together these developments accelerate demand for compute, datasets and resilient hardware, reshaping supply chains and competitive dynamics in the global AI industry.
Nvidia’s GTC and a Cooling A‑share Rotation: Why China’s AI Hardware Rally Suddenly Stalled
Nvidia’s GTC set out an ambitious vision for AI infrastructure that validates long‑term demand for higher‑performance compute but also triggered profit taking and a sharp pullback among China’s recent market leaders. The sell‑off reflects a mixture of recalibrated expectations, quant‑driven trading and fresh supply‑side worries such as MLCC price hikes and extended memory tightness, leaving short‑term volatility high even as the structural AI opportunity remains intact.