On August 27, a team led by Joseph Moore from Morgan Stanley stated in a report that the GPU rental market has a highly profitable ROI.The ROI (Return on Investment) in the GPU rental market is extremely high.Still,due to supply shortages, the rental price of the H100 has decreased. However, based on the absolute price level, the investment payback period is less than one year.NVIDIA is still the safest choice for data center investors, according to the report.
Even with conservative estimates,Investment in datacenters generates an internal rate of return (IRR) of 30-50%.However, GPU rentals are performed at lower prices outside of mainstream platforms, which may affect investor returns.
これらのスポット・インスタンス価格が、さまざまなGPUベンダーが現在クリアしている価格だとすれば、AWS H100のスポット時間レンタル価格が約4.50ドルであることは、新しい100MWデータセンターに投資することで、
データセンターへの投資は30％～50％の内部収益率（IRR）を生み出す

$Apple (AAPL.US)$isAugust 1stAfter the close of tradingThe financial results for the April-June quarter of 2024are scheduled to be announced. It is expected that the significant decline in sales of the main product, the iPhone, compared to the same period last year will be greatly improved, and as a result,there is a forecast for a return to increased revenue.It is.
一方で、アップルの株価は7月15日に史上最高値の234.4ドル（終値）を記録した後、ハイテク大手株全体に見られる弱さを受けて反落していました。今期の決算結果を受けて株価がどのように反応するか、注目されています。
決算発表後の翌取引日にアップル株の終値がどのようになるのかを予想して、投票してください。
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On March 25th, $NVIDIA (NVDA.US)$The closing price was $950.02, with a market capitalization of $2.375 trillion, ranking third in the world, rapidly closing the gap with second-placed Apple. The company's stock has risen for 11 consecutive weeks, setting a notable streak of continuous increases.
Nvidia announced new artificial intelligence (AI) products at the annual developer conference 'GTC2024' that opened on the 18th. In response to this, major financial institutions have taken a bullish view, raising Nvidia's target stock price even further, highlighting that the company's new products further differentiate from competitors.
Analysts believe that Nvidia's stock price increase,Current outperformance and upward revisions in financial estimatesNot only driven by, In the sovereign AI field, also highlighted by the company's significant potential, and indicating a bullish view on Nvidia's outlook. In addition, Nvidia's new chips have the potential to revolutionize AI modeling and inference, while also demonstrating Nvidia's superiority over rival chipmakers.
A major US financial institutionCiti has set a target for Nvidia...