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The first "Stargate" facility will have 400,000 units of NVIDIA's advanced Semiconductors installed.
$NVIDIA (NVDA.US)$
The American Artificial Intelligence (AI) startup.Open AI was founded by former employees in 2021. It has attracted attention with investments from Amazon.com totaling 8 billion dollars (approximately 1.26 trillion yen). It is.SOFTBANK GROUP CO、オラクルThe infrastructure investment project "Stargate" valued at 100 billion dollars (approximately 15 trillion yen) will commence with the first Datacenter complex.NVIDIASpace will be secured to install 400,000 of the latest AI chips. If realized, it will be one of the largest clusters of AI computing power in history.
The first "Stargate" facility will have 400,000 units of NVIDIA's advanced Semiconductors installed.
The American Artificial Intelligence (AI) startup.Open AI was founded by former employees in 2021. It has attracted attention with investments from Amazon.com totaling 8 billion dollars (approximately 1.26 trillion yen). It is.SOFTBANK GROUP CO、オラクルThe infrastructure investment project "Stargate" valued at 100 billion dollars (approximately 15 trillion yen) will commence with the first Datacenter complex.NVIDIASpace will be secured to install 400,000 of the latest AI chips. If realized, it will be one of the largest clusters of AI computing power in history.
The first "Stargate" facility will have 400,000 units of NVIDIA's advanced Semiconductors installed.
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Leading semiconductor company Broadcom (NASDAQ: AVGO) is expanding new business opportunities against the backdrop of growth in the AI market. According to Bank of America Analysts, the total addressable market for custom accelerator chips and networks for AI is expected to reach 60 billion to 90 billion dollars, and Broadcom is strengthening its advantage in this field.
The company predicts that sales of AI Semiconductors will reach 4.4 billion dollars, a 42% increase year-on-year, in its latest quarterly earnings, and investments from cloud companies and the government are expected to support growth. Additionally, a strategy is in progress to compete against Nvidia's monopolistic market by advancing contracts for the development of 3nm AI ASIC chips with Alphabet and Meta.
Furthermore, Broadcom aims to strengthen its enterprise Software business through the acquisition of VMware, building a high Revenue Model that utilizes synergies. Market participants are noting the further development in the AI field alongside Broadcom's potential for growth.
Broadcom's AI Semiconductors Strategy: The Role of Custom ASICs in the Market.
Broadcom (NASDAQ:...
The company predicts that sales of AI Semiconductors will reach 4.4 billion dollars, a 42% increase year-on-year, in its latest quarterly earnings, and investments from cloud companies and the government are expected to support growth. Additionally, a strategy is in progress to compete against Nvidia's monopolistic market by advancing contracts for the development of 3nm AI ASIC chips with Alphabet and Meta.
Furthermore, Broadcom aims to strengthen its enterprise Software business through the acquisition of VMware, building a high Revenue Model that utilizes synergies. Market participants are noting the further development in the AI field alongside Broadcom's potential for growth.
Broadcom's AI Semiconductors Strategy: The Role of Custom ASICs in the Market.
Broadcom (NASDAQ:...
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$NVIDIA (NVDA.US)$ Despite being sold off so much, it seems that before we knew it, it had risen back to second in the world❤
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$NVIDIA (NVDA.US)$
Let's continue like this until "GTC2025", and then all at once💣.
Let's continue like this until "GTC2025", and then all at once💣.
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$NVIDIA (NVDA.US)$ Hello, the rise yesterday was mostly driven by S individual investors, followed by M who were actively buying, as seen from the selling price data. I think this reflects a short-term technical active selling price, which can also be observed with Tesla and Palantir. Institutions have not come to buy; it is clear that the current situation shows the entire market is thinly traded. The same can be said for the SOX Index. I think the last escape might be in about the last month. Economic Indicators have been consistently slowing down, and it is expected to decline further due to worsening inflation indexes from next month.
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2025/03/13 1:38
The stock price of data analytics company Palantir (PLTR) rose 7% on Wednesday, March 12, following a mysterious Post the company made on X. Investors perceive this as a signal that a major announcement regarding Artificial Intelligence (AI) is approaching.
Palantir is scheduled to hold its sixth "AIPCon" on March 13, and it can be said that now is the right time to expect a significant announcement focused on AI from the company based in Denver.
AIPCon is the annual conference that showcases the advances of the company's Artificial Intelligence (AI) platform (AIP). Despite today's increase, PLTR's stock price remains down more than 30% from its year-to-date high.
What to expect from Palantir's AIPCon 6, which will be held on Thursday.
Palantir has secured customer contracts with well-known companies such as Walgreens (WBA) and Heineken (HEINY) by 2025.
At the annual conference, many clients including Delta Air Lines (DAL) and Red Cat (RCAT) will share their respective achievements...
The stock price of data analytics company Palantir (PLTR) rose 7% on Wednesday, March 12, following a mysterious Post the company made on X. Investors perceive this as a signal that a major announcement regarding Artificial Intelligence (AI) is approaching.
Palantir is scheduled to hold its sixth "AIPCon" on March 13, and it can be said that now is the right time to expect a significant announcement focused on AI from the company based in Denver.
AIPCon is the annual conference that showcases the advances of the company's Artificial Intelligence (AI) platform (AIP). Despite today's increase, PLTR's stock price remains down more than 30% from its year-to-date high.
What to expect from Palantir's AIPCon 6, which will be held on Thursday.
Palantir has secured customer contracts with well-known companies such as Walgreens (WBA) and Heineken (HEINY) by 2025.
At the annual conference, many clients including Delta Air Lines (DAL) and Red Cat (RCAT) will share their respective achievements...
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$Sumitomo Rubber Industries (5110.JP)$ Super large stocks 🤔
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