NVDA
NVIDIA
-- 149.950 TSLA
Tesla
-- 416.640 AMD
Advanced Micro Devices
-- 129.540 MSTR
MicroStrategy
-- 353.830 PLTR
Palantir
-- 78.218 
Do you think NVDA will replace INTC in the Dow?
$Intel (INTC.US)$ It is a well-known fact that is struggling. The stock price has fallen more than 60% year-to-date and has the worst performance in the Dow Jones Industrial Average this year.
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to that, it became one of the two technology companies to join the famous Dow Jones Index in the late 1990s, along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has also expanded into other businesses such as cloud computing, while Intel may lose its dominant position in the PC market to more advanced Arm-based chips manufactured by competing companies.
Furthermore, Broadcom has had a significant impact on Intel's manufacturing outsourcing business launched in 2021. The conclusion was reached that it could not withstand mass production after testing Intel's latest manufacturing technology.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There are rumors that its position in is also diminishing. Its logical successor is now the world's largest chipmaker, $NVIDIA (NVDA.US)$ It will likely be , as it has seen a sharp increase in revenue and has become a symbol of the AI boom.
Demand for the company's graphics processing unit (GPU) is currently strong, as technology companies rush to build the data center infrastructure required for AI. On the other hand, the company's chips are the backbone of AI construction, and it is estimated that they have a market share of over 80% in the GPU field.
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てん ピノ : It's quite difficult to keep up when directors sell a large number of shares and the stock price drops.
ありがとう星 てん ピノ : That's right, isn't it?
ししぽん : I might be told, 'I don't need it because it seems like it will drag my legs down, which is the basis for the downward trend.'
ヘレンカトリーナ : It looks like it will go up today
It's a relaxing late night, lol
やっぱテスラは最高 : NVIDIA takes advantage of the weaknesses and sells GPUs at exorbitant prices, so customers will take different measures. In the field of semiconductors, the cutting-edge technology changes advantages and disadvantages in just about 2 years. Even for AI, NVIDIA is in demand for massive simultaneous processing of logical reasoning, but other LPUs are emerging for predictive power. What will happen when chips from this side are mass-produced? In just a year, the chip power structure will naturally be revised.