NVDA
NVIDIA
-- 120.150 TSLA
Tesla
-- 281.950 SMCI
Super Micro Computer
-- 42.950 PLTR
Palantir
-- 84.770 AMD
Advanced Micro Devices
-- 99.510 
Perspective from the semiconductor industry.
It is often discussed in the context of 'Will NVIDIA's downfall be due to the entry of other companies?', but the AI generation market is expected to grow to 200 billion dollars, 20 times the current amount, by 2030. New solutions besides GPUs will emerge, and NVIDIA is expected to steadily expand its performance with Blackwell and Rubin.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
かしわもち : At a stage where the size of the market itself has expanded and demand cannot be met, what exactly... is it? That kind of article
182945997 : NB has been in this industry for close to 20 years
Even though it's ahead
Recently, there have been a lot of new entrants
If I had to say it
If an adult adult and a baby fight, the outcome is decided
I don't know which one to go, but for the time being there is no problem