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$NVIDIA (NVDA.US)$
Taiwan's Economic Daily News reported on the 4th that NVIDIA $NVDA plans to advance the development schedule of the next-generation AI chip 'Rubin platform'. According to the newspaper, the originally scheduled product launch in 2026 is planned to be moved up to the second half of 2025.
1️⃣ The adoption of advanced technology for differentiation
According to the Economic Daily News report, the semiconductor analyst at Morgan Stanley, Gan Ltd, Mr. Chan Jiahong, has analyzed that the Rubin platform will be the next-generation AI chip adopting a 3-nanometer manufacturing process, with Common Photonic Interface (CPO) and HBM4 memory technology. The size of the chip is double that of the current Blackwell platform, featuring a design that integrates four computing chips.
2️⃣ Deployment of various supply chains
According to reports, TSMC $TSM plans to launch the advanced packaging technology CoWoS (Chip on Wafer on Substrate) by the fourth quarter of 2025...
Taiwan's Economic Daily News reported on the 4th that NVIDIA $NVDA plans to advance the development schedule of the next-generation AI chip 'Rubin platform'. According to the newspaper, the originally scheduled product launch in 2026 is planned to be moved up to the second half of 2025.
1️⃣ The adoption of advanced technology for differentiation
According to the Economic Daily News report, the semiconductor analyst at Morgan Stanley, Gan Ltd, Mr. Chan Jiahong, has analyzed that the Rubin platform will be the next-generation AI chip adopting a 3-nanometer manufacturing process, with Common Photonic Interface (CPO) and HBM4 memory technology. The size of the chip is double that of the current Blackwell platform, featuring a design that integrates four computing chips.
2️⃣ Deployment of various supply chains
According to reports, TSMC $TSM plans to launch the advanced packaging technology CoWoS (Chip on Wafer on Substrate) by the fourth quarter of 2025...
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$NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
On November 21st...
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
On November 21st...
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$NVIDIA (NVDA.US)$
I hope this quarter's earnings results for Alphabet and AMD will have a positive impact on nvidia.
🔸Capital expenditures for Alphabet are expected to increase in 2025 compared to the current period.
🔸In terms of AMD's earnings, it's not that great... especially compared to nvidia (which is unfortunate).
🔸Investments in facilities for datacenters, etc., and the demand for GPUs are expected to further increase in the future.
I hope this quarter's earnings results for Alphabet and AMD will have a positive impact on nvidia.
🔸Capital expenditures for Alphabet are expected to increase in 2025 compared to the current period.
🔸In terms of AMD's earnings, it's not that great... especially compared to nvidia (which is unfortunate).
🔸Investments in facilities for datacenters, etc., and the demand for GPUs are expected to further increase in the future.
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$NVIDIA (NVDA.US)$
Well, nvidia is expected to announce excellent financial results that exceed analyst estimates in its own financial results on November 20, and I feel like the stock price is likely to rise by nearly $20 after hours.
Well, nvidia is expected to announce excellent financial results that exceed analyst estimates in its own financial results on November 20, and I feel like the stock price is likely to rise by nearly $20 after hours.
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$NVIDIA (NVDA.US)$
SoftBank (OTCPK: SFTBY Chief Executive Officer Masayoshi Son (CEO) of) said Tuesday at NVIDIA (NASDAQ: NVDA ) stated that it was “underestimated,” and added that “hundreds of billions of dollars” would be needed to realize artificial intelligence.
NVIDIA's stock price fell slightly due to pre-market trading, but it has risen 191% year to date, and has risen more than 2,600% over the past 5 years.
Sun said at the Saudi FII summit that there is a possibility that 9 trillion dollars and 0.2 billion chips will be needed to realize artificial intelligence. SoftBank'sA 100-billion-dollar vision・67-year-old Sun, who is known for making extraordinary bets and predictions, such as funds, added that he anticipates that AI will be 0.01 million times smarter than the human brain by 2035.
He also said he's saving “tens of billions of dollars” to make the “next big move.” In February, the founder of SoftBank was looking for investors to support a 100 billion dollar plan to increase the global supply of processors specialized in artificial intelligenceIt was reported.
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SoftBank (OTCPK: SFTBY Chief Executive Officer Masayoshi Son (CEO) of) said Tuesday at NVIDIA (NASDAQ: NVDA ) stated that it was “underestimated,” and added that “hundreds of billions of dollars” would be needed to realize artificial intelligence.
NVIDIA's stock price fell slightly due to pre-market trading, but it has risen 191% year to date, and has risen more than 2,600% over the past 5 years.
Sun said at the Saudi FII summit that there is a possibility that 9 trillion dollars and 0.2 billion chips will be needed to realize artificial intelligence. SoftBank'sA 100-billion-dollar vision・67-year-old Sun, who is known for making extraordinary bets and predictions, such as funds, added that he anticipates that AI will be 0.01 million times smarter than the human brain by 2035.
He also said he's saving “tens of billions of dollars” to make the “next big move.” In February, the founder of SoftBank was looking for investors to support a 100 billion dollar plan to increase the global supply of processors specialized in artificial intelligenceIt was reported.
...
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$NVIDIA (NVDA.US)$ Takuro Morinaga mentioned that there will be some movement next week.
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