This article uses automatic translation for some of its parts
$NVIDIA (NVDA.US)$The “GB200” superchip has attracted a great deal of attention in the market since it was announced. The company's stock price also temporarily rose close to 10% after this week's financial results report, breaking through the 1000 dollar mark.
What kind of magic does the “magic AI chip” “GB200,” which is expected from the market, have? The comparison between the specs and the company's conventional products is as follows.
NVIDIA GB200 Superchips are each High performance Grace CPU for 1 server with 2 Blackwell GPUs Combine the 5th generation NVLink It was connected via and achieved 1.8 terabytes per second (Tb/s) of bandwidth between GPUsNext-generation AI systemsIt is.
$JPMorgan (JPM.US)$According to the AI supply chain industry research report announced recently, based on CoWoS's advanced packaging production capacity, this year...

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Market Overview
Today's Nikkei Stock Average began at 37745.04 yen, 216.76 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 9.72 points at 2653.43.
Top news
Japan, the US, and South Korea at the first finance ministers' meeting to “recognize concerns about the depreciation of the yen and the depreciation of the won” - Nihon Keizai Shimbun
Japan, the United States, and South Korea held their first finance ministers' meeting on the 17th in Washington, USA. We have compiled a joint statement incorporating “Japan and South Korea's serious concerns about the recent rapid depreciation of the yen and won, and will continue to closely discuss trends in the foreign exchange market.”
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Japanese stocks, even if they are attractive investment targets year-to-date stock prices = market participants
Despite the fact that Japanese stocks have risen drastically since the beginning of the year, there is a widespread view in the market that they have not lost their attractiveness as investment targets. Also, they have attractive valuations etc...

This article uses automatic translation for some of its parts
While the possibility that artificial intelligence (AI) will drastically increase electricity demand is being hotly discussed in the market, US electric power stocks have experienced a strong rise.
Within the United States, we develop the electric power business through our subsidiaries, perform power generation, wholesale electricity, fuel transportation/management, fuel asset optimization, risk management, etc., and provide integrated power solutions including retail sales of electricity and related products to general households, and power generation project businesses $Vistra Energy (VST.US)$ What is the stock price ofIt has risen drastically by 96% or more since the beginning of the year, $NVIDIA (NVDA.US)$ Exceeded the rate of increase. Furthermore, $Constellation Energy (CEG.US)$ with $NRG Energy (NRG.US)$ The stocks of the two energy companies also showed excellent performance, and year-to-dateThe rate of increase has reached 65.51% and 41.83%, respectively。
This rise in stock prices is due to the optimistic expectations that the market has for the development of AI technology...