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Are NVIDIA GPUs tens of times faster? Ask experts who the “AI-only chips” that are coming out one after another are the mechanisms for speeding up
Published on 2024/07/31 at 09:00 (some excerpts)
“Sohu,” which was announced by the startup company Etched, is causing new ripples in the AI industry. This is because they claim that this AI-only chip, which specializes in the Transformer model, operates 20 times faster and at a lower cost compared to NVIDIA's H100 GPU in the US.
What kind of changes will the introduction of AI-specific chips like Sohu bring to the AI industry? How will the shift from highly versatile GPUs to specialized chips change the approach to AI development? And what impact does the spread of dedicated hardware have on the direction of software development?
Published on 2024/07/31 at 09:00 (some excerpts)
“Sohu,” which was announced by the startup company Etched, is causing new ripples in the AI industry. This is because they claim that this AI-only chip, which specializes in the Transformer model, operates 20 times faster and at a lower cost compared to NVIDIA's H100 GPU in the US.
What kind of changes will the introduction of AI-specific chips like Sohu bring to the AI industry? How will the shift from highly versatile GPUs to specialized chips change the approach to AI development? And what impact does the spread of dedicated hardware have on the direction of software development?
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$USD/JPY(USDJPY.FX$
they're going to raise interest rates, but they're also going to intervene...
Positions denominated in dollars have been reduced, so there isn't much damage, but this isn't it 😓
they're going to raise interest rates, but they're also going to intervene...
Positions denominated in dollars have been reduced, so there isn't much damage, but this isn't it 😓
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$USD/JPY(USDJPY.FX$
Yes, it's 150 yen over there!
It's a cooperative play between the Bank of Japan and the Ministry of Finance![]()
Today, if you were able to see the charts working from home, it would have been a short and explosive profit...![]()
In the medium term, it is expected to drop to around 147![]()
Heck, the Bank of Japan's interest rate hike should have already been factored in as of yesterday. Nevertheless, today it went even further and drastically lowered. Considering the difference in interest rates between Japan and the US, a drop that is too unnatural... The Ministry of Finance has done it again.
US stock holders with dollar assets, everyone in the NISA Group, let's faint for a while for about 10 years![]()
The lives of ordinary people who have not invested are more important to the government than those who invest. Well, that's right.
Yes, it's 150 yen over there!
It's a cooperative play between the Bank of Japan and the Ministry of Finance
Today, if you were able to see the charts working from home, it would have been a short and explosive profit...
In the medium term, it is expected to drop to around 147
Heck, the Bank of Japan's interest rate hike should have already been factored in as of yesterday. Nevertheless, today it went even further and drastically lowered. Considering the difference in interest rates between Japan and the US, a drop that is too unnatural... The Ministry of Finance has done it again.
US stock holders with dollar assets, everyone in the NISA Group, let's faint for a while for about 10 years
The lives of ordinary people who have not invested are more important to the government than those who invest. Well, that's right.
Translated
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$Screen Holdings(7735.JP$
the stock of such a wonderful company has fallen too much!
it's a treasure stock!
the stock of such a wonderful company has fallen too much!
it's a treasure stock!
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$OSE Nikkei 225 Futures(SEP4)(NK225main.JP$
If the yen appreciates, most stocks will be sold. Domestic demand stocks that enjoyed inbound benefits are also rising
If the yen appreciates, most stocks will be sold. Domestic demand stocks that enjoyed inbound benefits are also rising
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$NVIDIA(NVDA.US$ $Direxion Daily NVDA Bull 2X Shares(NVDU.US$ $Tesla(TSLA.US$
A souvenir from Kanda 🤫
A souvenir from Kanda 🤫
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$Nasdaq Composite Index(.IXIC.US$
The semiconductor market is still rough, but there are many places where other sectors are doing well, so it seems that the rotation is still continuing 🌊
Well, I'm not an investment analyst, so please watch the difficult stories from famous teachers and investment YouTube. So I'd like to be able to talk about ways of thinking, attitudes, mentality, etc. for long-term investments here ♪
First, as a major premise, the basic idea is that the US stock market will grow steadily from a long-term perspective. The rough waves in January are small waves when viewed in a year, and even noisy when viewed from ten years on.
From my experience, it's actually like that 😅
Since this is the NASDAQ venue, I'm going to talk about tech brands, especially AI, which is a recent trend. While AI stocks have been declining recently, the AI bubble is ~! or AI is overshadowed! It is said, etc., but does everyone who is investing really think so?
If you think that the coming era will go against the Stone Age ‼️, please run away from tech brands right now 💨 I won't stop you 💦
When it's down, the media and analysts...
The semiconductor market is still rough, but there are many places where other sectors are doing well, so it seems that the rotation is still continuing 🌊
Well, I'm not an investment analyst, so please watch the difficult stories from famous teachers and investment YouTube. So I'd like to be able to talk about ways of thinking, attitudes, mentality, etc. for long-term investments here ♪
First, as a major premise, the basic idea is that the US stock market will grow steadily from a long-term perspective. The rough waves in January are small waves when viewed in a year, and even noisy when viewed from ten years on.
From my experience, it's actually like that 😅
Since this is the NASDAQ venue, I'm going to talk about tech brands, especially AI, which is a recent trend. While AI stocks have been declining recently, the AI bubble is ~! or AI is overshadowed! It is said, etc., but does everyone who is investing really think so?
If you think that the coming era will go against the Stone Age ‼️, please run away from tech brands right now 💨 I won't stop you 💦
When it's down, the media and analysts...
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The Bank of Japan decided to raise additional interest rates
●Contents
① Raise the next day interest rate (short-term interest rate) for unsecured calls from “0 to 0.1%” to “about 0.25%” (the first interest rate increase since the negative interest rate policy was lifted in March this year)
② A plan to reduce the purchase amount of long-term government bonds from around 6 trillion yen per month to a scale of 3 trillion yen over 2 years has also been decided
●Background of interest rate hikes
Wage increases have spread domestically, and the goal is to correct the historical depreciation level of the yen.
Interest rate hikes are expected to have the effect of narrowing the interest rate difference with America and increasing the appreciation of the yen.
●Effects of interest rate hikes
Impact on households: While bank deposit interest rates are expected to rise, there are concerns that interest rates on variable mortgages will rise.
● Impact on businesses: Interest rates on capital loans for capital investment etc. will rise, and there is a possibility that consumption and investment will be affected.
The current interest rate hike is an important step towards achieving the goals of rising prices and rising wages.
●Contents
① Raise the next day interest rate (short-term interest rate) for unsecured calls from “0 to 0.1%” to “about 0.25%” (the first interest rate increase since the negative interest rate policy was lifted in March this year)
② A plan to reduce the purchase amount of long-term government bonds from around 6 trillion yen per month to a scale of 3 trillion yen over 2 years has also been decided
●Background of interest rate hikes
Wage increases have spread domestically, and the goal is to correct the historical depreciation level of the yen.
Interest rate hikes are expected to have the effect of narrowing the interest rate difference with America and increasing the appreciation of the yen.
●Effects of interest rate hikes
Impact on households: While bank deposit interest rates are expected to rise, there are concerns that interest rates on variable mortgages will rise.
● Impact on businesses: Interest rates on capital loans for capital investment etc. will rise, and there is a possibility that consumption and investment will be affected.
The current interest rate hike is an important step towards achieving the goals of rising prices and rising wages.
Translated
![Bank of Japan meeting raises interest rates by 0.25%](https://sgsnsimg.moomoo.com/sns_client_feed/182406353/20240731/11559595778b0cc53a7126c48589e19b.jpg/thumb?area=105&is_public=true)
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Introducing “Harry Trade” versus “Trump Trade” - Barclays
2024/7/31 13:26 JST (some excerpts)
If the Republican Party wins, there is a possibility that bond volatility will rise by 30 bps
The potential for lower volatility is currently underestimated in the market
Barclays interest rate strategists introduced the possibility of a “Harry trade” against so-called “Trump trades.”
According to reports from both Amruth Nasiker and Maria Chiara Russo announced on the 30th, when a candidate from a political party different from the incumbent wins in the US presidential election, it is common for interest rate volatility to rise 3 months after the election. However, if the White House remains in the hands of incumbent political parties, volatility declines. If Vice President Harris of the Democratic Party wins, it will be the latter.
2024/7/31 13:26 JST (some excerpts)
If the Republican Party wins, there is a possibility that bond volatility will rise by 30 bps
The potential for lower volatility is currently underestimated in the market
Barclays interest rate strategists introduced the possibility of a “Harry trade” against so-called “Trump trades.”
According to reports from both Amruth Nasiker and Maria Chiara Russo announced on the 30th, when a candidate from a political party different from the incumbent wins in the US presidential election, it is common for interest rate volatility to rise 3 months after the election. However, if the White House remains in the hands of incumbent political parties, volatility declines. If Vice President Harris of the Democratic Party wins, it will be the latter.
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