NVDA
NVIDIA
-- 140.110 RGTI
Rigetti Computing
-- 10.0400 TSLA
Tesla
-- 394.940 IONQ
IonQ Inc
-- 30.250 AMD
Advanced Micro Devices
-- 121.840 
$NVIDIA (NVDA.US)$ [Share Link: com.tw/news/202...] Is it be...
Is it because of this that the price will drop?
There may also be Elon's explosive order, so overall it feels like a positive factor...
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Kimihiko : The switch to GB300 by Microsoft may involve components, but there is a possibility of being interrupted by Elon Mask.
Quote below:
However, there have been reports in the market recently that the yield of downstream components is poor, leading to the mass production of GB200 being delayed again to March 2025. At the same time, Microsoft has also started reducing orders, and some products have been delayed to 2025. Plans to switch to GB300 by the second half of this year. In response, the supply chain stated that Microsoft is simply adjusting the proportion of orders.