おみき_0121
voted
$NVIDIA (NVDA.US)$
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...
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$NVIDIA (NVDA.US)$
Nvidia is about to drop soon.
The only good news is that the leather jacket Blackwell is abnormal, and there are quite a few people saying that October is not a season for stocks to rise.
I wonder what I have been looking at all this time.
Is the employment stable and the accumulated energy bursting? There must be an event, right?
That's why it's going up after passing 140.
Of course, I might be wrong, haha (Is it wishful thinking, I wonder?)
Nvidia is about to drop soon.
The only good news is that the leather jacket Blackwell is abnormal, and there are quite a few people saying that October is not a season for stocks to rise.
I wonder what I have been looking at all this time.
Is the employment stable and the accumulated energy bursting? There must be an event, right?
That's why it's going up after passing 140.
Of course, I might be wrong, haha (Is it wishful thinking, I wonder?)
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おみき_0121
liked
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おみき_0121
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$NVIDIA (NVDA.US)$
Although it's still negative in foreign exchange, I'm really glad it has come back this far.
Although it's still negative in foreign exchange, I'm really glad it has come back this far.
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