NVDA
NVIDIA
-- 140.340 TSLA
Tesla
-- 394.630 PLTR
Palantir
-- 67.412 RGTI
Rigetti Computing
-- 9.5250 AMD
Advanced Micro Devices
-- 122.070 
Elon Musk made a major announcement! The next generation AI model Grok 3 from xAI company is about to be released.
On January 3rd, Eastern Time in the USA, $Tesla (TSLA.US)$ CEO Musk announced that the next generation AI model, Grok 3, from the xAI company is about to be released, with its pre-training already completed, and the computational power is 10 times higher than Grok 2. Prior to this, the topic of Grok 3's 'delay' has sparked discussions, according to the previous plan, Grok 3 should be launched by the end of 2024.
At the same time, there is also a major news from the global AI giant $NVIDIA (NVDA.US)$During the period from January 7th to January 10th, local time, the 2025 International Consumer Electronics Show (CES 2025) will kick off in Las Vegas, USA. Bank of America analyst Vivek Arya predicts that NVIDIA will officially announce its entry into the AI PC market at the exhibition.
CES has always been the prelude to the global technology field, known as the 'Tech Spring Festival.' Some analysts believe that AI application innovation may become the highlight of CES 2025. Among them, AI glasses will be one of the focuses of the exhibition, with many manufacturers showcasing their latest AI glasses products, sparking a 'battle of a hundred glasses.'
Musk announces
On January 3rd Eastern Time, the world's richest person and CEO of Tesla, Musk, announced that the next generation AI model, Grok 3, from xAI company is about to be launched, with its pre-training already completed, and the computational power is 10 times higher than Grok 2.
Following Musk's announcement of the upcoming release of Grok 3, it has attracted high attention in the global AI field. This achievement may become another important milestone in the global AI development process.
Grok 3 is seen as a competitor to OpenAI's latest flagship model o3. Musk had previously stated: 'Grok 3 should be the most powerful AI in the world.'
It is worth mentioning that, prior to this, the topic of the delayed release of Grok 3 sparked discussions. As early as the summer of 2024, Musk announced that the next generation AI model Grok 3 of xAI Company would be trained on 0.1 million H100 GPUs and would be launched by the end of 2024. The Grok 3 chatbot is said to be "very special".
The relatively small size of the xAI team may be one of the reasons for the delayed release of Grok 3.
Currently, the large model launched by xAI Company is Grok 2, which has advanced reasoning capabilities, with overall performance surpassing GPT-4o. On December 14, 2024, xAI announced the free release of the new version Grok-2 model to all platform users. As usual, Premium and Premium+ users will have higher usage limits and priority access to any future features.
On December 23 of last year, xAI announced that the company raised $6 billion in Series C financing (approximately RMB 43.8 billion), with investors including A16Z, Blackrock, and strategic investors NVIDIA and AMD, who continue to support xAI's rapid expansion of infrastructure. In this round of financing, xAI's valuation has exceeded $40 billion.
This financing will be used to further accelerate their infrastructure, launch groundbreaking products to be used by billions of people, speed up the research and development of future technologies, and achieve the company's mission of understanding the true nature of the universe.
NVIDIA News
CES 2025 will kick off in Las Vegas, USA from January 7th to 10th, 2025, in Eastern Time. Since 1967, CES has been the annual highlight in the technology field, known as the 'Tech Spring Festival'.
The four-day event is expected to attract over 0.13 million participants worldwide, with over 4800 companies exhibiting, including 323 Fortune 500 companies. The number of Chinese exhibitors has reached over 1300, setting a new record high, with companies like Lenovo, TCL, and Hisense all in attendance.
美国东部时间1月6日下午6点30分，英伟达CEO黄仁勋将在现场发表主题演讲。届时，英伟达或将正式发布新一代GeForce RTX50系列显卡，包括RTX5090、5080和5060等。据Tom's Hardware等媒体报道，RTX5080显卡预计将于1月21日正式上市。
英伟达将在展会上正式宣布进军AI PC市场。此前有消息表明，英伟达正在和联发科合作，开发面向客户端PC的Arm处理器。双方的首款产品将采用 $Taiwan Semiconductor (TSM.US)$（TSMC）的3nm工艺制造，并应用CoWoS封装，最终目标是进入高端笔记本电脑市场。
而在同一天的上午，英特尔和AMD也将相继举办新品发布会。从时间上看，英特尔比AMD和英伟达都早，外媒认为，英特尔意在抢占先机，并为合作伙伴预留充足时间展示新品。
英特尔有望发布多款新品，分别为：Core Ultra 200H/HX处理器（Arrow Lake移动版）、酷睿Ultra 200S（Arrow Lake 35W/65W台式机）以及中端和工作站800系列台式机处理器。英特尔高管米歇尔·约翰斯顿·霍尔瑟斯（Michelle Johnston Holthaus）透露，Arrow Lake是一款具备AI功能的PC处理器。这将是英特尔在PC领域未来发展的重要布局。
Another "C-position"
End-side AI application innovation may become another "C-position" at CES 2025, with AI glasses being one of the focuses of the exhibition. Several manufacturers will showcase their latest AI glasses products, setting off a "hundred glasses battle".
Recently, the AI glasses industry chain has been very active. Raven Innovation and Aliyun announced a deep strategic cooperation in the field of AI glasses, where the Tongyi series large models will provide exclusive customized technical support for Raven Innovation's AI glasses. This is the first in the country where a large model manufacturer has conducted in-depth customized cooperation for glasses-shaped products.
$Sony Group (6758.JP)$A preheating video for CES 2025 was released on the American video website YouTube, featuring a pair of smart glasses and an intelligent pen for spatial drawing, hinting that Sony may showcase related new products during CES.
In addition, Dapeng VR, $Vuzix (VUZI.US)$and many other technology companies will also showcase their latest AI glasses products at CES. Recent application download data shows that the Meta intelligent glasses MetaView compatible application has recently soared by over 200%, indicating a strong market anticipation for AI glasses.
With the rapid development of AI technology, AI glasses are expected to become the next important mobile terminal entry after smartphones. With broad market prospects, 2025 is expected to be the year of AI glasses, following smartphones.
Starting from 2025, AI smart glasses will rapidly penetrate traditional glasses under the background of steady growth in traditional glasses sales. IDC predicts that the global penetration rate of AI glasses will reach 20% by 2030.
The short-term shipment volume of AI glasses is still relatively low, estimating that the global shipment volume of AI glasses will be around 3 million pairs in 2024, and it may reach around 10 million pairs in 2025, therefore, the performance release of the supply chain may be as early as 2026. Therefore, the AI glasses sector is still in the thematic investment stage, if key products from important manufacturers become popular later, it is expected to drive thematic investment towards fundamental investment.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
成熟投资者：格局，概率，取舍。没有格局必然急功近利。不计概率会把运气当技术。不懂取舍，有所不为，最后必落入陷阱和圈套。
1403Followers
72Following
7965Visitors
Follow