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$NVIDIA (NVDA.US)$
Weak demand prevents Amazon from deploying AMD's Instinct AI accelerators in the cloud — the company plans to strengthen its portfolio with Nvidia Blackwell GPUs
Weak demand prevents Amazon from deploying AMD's Instinct AI accelerators in the cloud — the company plans to strengthen its portfolio with Nvidia Blackwell GPUs
Weak demand prevents Amazon from deploying AMD's Instinct AI accelerators in the cloud — the company plans to strengthen its portfolio with Nvidia Blackwell GPUs
Weak demand prevents Amazon from deploying AMD's Instinct AI accelerators in the cloud — the company plans to strengthen its portfolio with Nvidia Blackwell GPUs
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Amazon’s cloud computing arm AWS Tuesday announced plans for an “Ultracluster,” a massive AI supercomputer made up of hundreds of thousands of its homegrown Trainium chips, as well as a new server, the latest efforts by its AI chip design lab based in Austin, Texas.
Source: wsj
Source: wsj
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As a Moomoo user one should know that on the mobile app, it provides tons of features allowing new beginner to season veterans to make full use of the features and functions provided. You could literally do almost everything on the app.
In this post, I will be share some of the features I used most often in the Moomoo mobile app for me to keep track of my portfolio whenever I go after using the app for 3 years.
1) –Cus...
In this post, I will be share some of the features I used most often in the Moomoo mobile app for me to keep track of my portfolio whenever I go after using the app for 3 years.
1) –Cus...
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Malaysia’s technology sector is a dynamic and rapidly evolving landscape, currently boasting a market capitalization of RM97.16 billion. This sector comprises 127 listed companies, reflecting a diverse range of sub-industries, including software development, hardware manufacturing, telecommunications, and digital services.
The government has actively promoted technology through initiatives like the Malaysia Digital Economy Corporation (MDEC), aiming ...
The government has actively promoted technology through initiatives like the Malaysia Digital Economy Corporation (MDEC), aiming ...
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Columns Will GEV be the next Nvidia?
From the Renaissance to the Age of Discovery, the discovery of plants and mineral resources in the Americas, integrating resources from each continent. The first and second industrial revolutions brought about mechanization and electrification, leading humanity out of the Malthusian Trap.Malthusian TrapThe third industrial revolution, the internet era, has connected a portion of the human elite class, maximizing efficiency. The era of mobile internet has basically integrated everyone on Earth together, but also encountered bottlenecks, reaching limits.
However, at the end of 2022, ChatGPT emerged, bringing hope to humanity. Through unlimited computing power, it can greatly improve individual efficiency and the overall ceiling of humanity at the same time, in order to become what is known as a Type I civilization (Kardashev Scale). Therefore, the future is the era of computing power and energy (electrical utilities).
Nvidia $NVIDIA (NVDA.US)$As a leader in computing power, to reach a market cap of five trillion, one needs to see the realization of Artificial General Intelligence (AGI). To achieve a market cap of ten trillion, one needs the realization of Artificial Super Intelligence (ASI). This is why the major internet giants, even though they currently don't see enough profits, are crazily constructing AI datacenters. They prefer to be ahead of the curve rather than fall behind, as this is an era of winner-takes-all.
General Electric (GEV) $GE Vernova (GEV.US)$Helped generate approximately globally30% of the electricity, ai data center needs stability...
However, at the end of 2022, ChatGPT emerged, bringing hope to humanity. Through unlimited computing power, it can greatly improve individual efficiency and the overall ceiling of humanity at the same time, in order to become what is known as a Type I civilization (Kardashev Scale). Therefore, the future is the era of computing power and energy (electrical utilities).
Nvidia $NVIDIA (NVDA.US)$As a leader in computing power, to reach a market cap of five trillion, one needs to see the realization of Artificial General Intelligence (AGI). To achieve a market cap of ten trillion, one needs the realization of Artificial Super Intelligence (ASI). This is why the major internet giants, even though they currently don't see enough profits, are crazily constructing AI datacenters. They prefer to be ahead of the curve rather than fall behind, as this is an era of winner-takes-all.
General Electric (GEV) $GE Vernova (GEV.US)$Helped generate approximately globally30% of the electricity, ai data center needs stability...
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Goldman Sachs' "Four-Stage AI Investment Framework" outlines a comprehensive path for AI development, from hardware-driven growth to a productivity revolution. We are in the second stage - AI infrastructure development - a critical phase that determines the ecosystem's sustainability.
In the first stage, hardware manufacturers like $NVIDIA (NVDA.US)$ were the clear winners. Generative AI-fueled NVIDIA's meteoric rise drives ...
In the first stage, hardware manufacturers like $NVIDIA (NVDA.US)$ were the clear winners. Generative AI-fueled NVIDIA's meteoric rise drives ...
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$UWC (5292.MY)$ $PENTA (7160.MY)$ $VITROX (0097.MY)$ dont wait until Green Green to add… many Mid cap still cheap. superbulllll Otw !
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$Tesla (TSLA.US)$
Cancellation of subsidies: will only be bullish for Tesla, simply because there are only two electric vehicle companies in the world that are truly profitable, one is BYD, and the other is Tesla, with BYD relying mostly on profits from hybrid cars. The cancellation of subsidies in the USA will only cause the already loss-making American electric car companies to incur even greater losses, leading to the inability to sustain their businesses and eventual closure. In a more limited selection of electric cars, who do you think people would choose? If the subsidy cancellation coincides with the launch of Tesla's affordable model next year, it will only bring more good news for Tesla.
Products: Tesla is not just an electric car company, and many people are not aware of this. It includes new energy businesses, autonomous driving software FSD licensing, self-driving taxis (not yet operational), supercharging station licensing, Cybertruck, humanoid robots (not yet operational), and supercomputer Dojo's computing power cluster leasing, among others. What more diversified product offerings are needed?
Tesla scores highest in safety evaluations for all its vehicles, oozes technology, and its greatest potential is yet to be unleashed, namely Musk's ecosystem. Therefore, it can only be said that those who cannot see the bigger picture, have short-sightedness, should sell off all their Tesla stocks and invest in other stocks.
Cancellation of subsidies: will only be bullish for Tesla, simply because there are only two electric vehicle companies in the world that are truly profitable, one is BYD, and the other is Tesla, with BYD relying mostly on profits from hybrid cars. The cancellation of subsidies in the USA will only cause the already loss-making American electric car companies to incur even greater losses, leading to the inability to sustain their businesses and eventual closure. In a more limited selection of electric cars, who do you think people would choose? If the subsidy cancellation coincides with the launch of Tesla's affordable model next year, it will only bring more good news for Tesla.
Products: Tesla is not just an electric car company, and many people are not aware of this. It includes new energy businesses, autonomous driving software FSD licensing, self-driving taxis (not yet operational), supercharging station licensing, Cybertruck, humanoid robots (not yet operational), and supercomputer Dojo's computing power cluster leasing, among others. What more diversified product offerings are needed?
Tesla scores highest in safety evaluations for all its vehicles, oozes technology, and its greatest potential is yet to be unleashed, namely Musk's ecosystem. Therefore, it can only be said that those who cannot see the bigger picture, have short-sightedness, should sell off all their Tesla stocks and invest in other stocks.
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$SLVEST (0215.MY)$
Solarvest Holdings Bhd has lost some ground after hitting a 52-week high of RM1.83 in mid-july. It managed to rebound to close at RM1.66 on Nov 14 and signs point to further share price appreciation.
Investors appear to be positive on the clean energy specialist’s 30%-owned unit Selarong Pertama Energy Sdn Bhd (SPE), which has recently obtained green light to operate as a merchant generator. The unit obtained th...
Solarvest Holdings Bhd has lost some ground after hitting a 52-week high of RM1.83 in mid-july. It managed to rebound to close at RM1.66 on Nov 14 and signs point to further share price appreciation.
Investors appear to be positive on the clean energy specialist’s 30%-owned unit Selarong Pertama Energy Sdn Bhd (SPE), which has recently obtained green light to operate as a merchant generator. The unit obtained th...
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$PHLX Semiconductor Index (.SOX.US)$ it does not take a rocket scientist to see exactly what is going on here. ever since the Japanese trade unwinding that created these massive margin calls and liquidations in all of the tech stocks from July 5th to August 11th they have been in a narrow band with a gradually increasing lower point but a cap on the upper range. so the trend is higher but very slowly and it has failed at every attempt at a breakout.
there's multiple reasons for this there's sanc...
there's multiple reasons for this there's sanc...
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103730757 NOIR(のあ) : Fully agreed with Noir that this topic is very important for us to determine the less demand for AMD's AI GPUs compared to the huge excessive demand for Nvidia's AI GPUs. Basically it boils down to Nvidia's popular and widely-used CUDA software stack and tools in Nvidia's ecosystem.
103730757 : Thanks Kimihiko for sharing this important article in our community.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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103730757 : The key question is how long can Nvidia maintain its AI leadership. Another 1 year or 2 years perhaps? All the other tech giants are developing their own AI chips to move away from over-dependence on Nvidia.
103730757 : Several tech giants are actively developing their own AI chips to power their AI systems and reduce reliance on third-party providers. Some of the notable companies include:
* Google: Google has developed its own Tensor Processing Units (TPUs) specifically designed for machine learning tasks. TPUs are used in Google's data centers to train and run large-scale AI models.
* Amazon: Amazon has developed its own Inferentia chips designed for high-performance inference tasks, which involve running trained AI models on new data. Inferentia chips are used in Amazon's cloud services to power AI applications.
* Apple: Apple is rumored to be developing its own AI chips for use in its devices and data centers. While details are limited, it's expected that these chips will be optimized for machine learning tasks.
These are just a few examples of tech giants developing their own AI chips. Other companies, such as Baidu, Alibaba, and Huawei, are also investing heavily in AI chip development. The trend of developing custom AI chips is driven by the increasing demand for AI processing power and the desire for greater control over hardware and software.