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Since there was a request for a post about CUDA last time, I will write about what I know about CUDA, peripheral knowledge and insights, considerations for investment based on that, and current positions.
Many companies choose NVDA's GPU for AI development even if the product price is high, and the background of using CUDA is the technical advantage and the completeness of the ecosystem of the company.Technical AdvantageandComprehensive EcosystemThere is. I will list the reasons and specific examples below.
$NVIDIA (NVDA.US)$
1. Technical superiority of NVDA and its applications
1-1. Optimized parallel computing with CUDA.
CUDA is NVDA's proprietary platform for efficiently harnessing GPU parallel computing. Many AI frameworks (e.g. TensorFlow, PyTorch) utilize CUDA for optimization, leading to significant performance differences.
Specific Examples
自然言語処理（NLP）: ChatGPTのような大規模モデルのトレーニングや推論は非常に計算負荷が高いが、CUDAに対応したNVDAのGPUを利用することで、高速な処理が可能になる。
生成AI（Stable Diffusion, DAL...
Many companies choose NVDA's GPU for AI development even if the product price is high, and the background of using CUDA is the technical advantage and the completeness of the ecosystem of the company.Technical AdvantageandComprehensive EcosystemThere is. I will list the reasons and specific examples below.
$NVIDIA (NVDA.US)$
1. Technical superiority of NVDA and its applications
1-1. Optimized parallel computing with CUDA.
CUDA is NVDA's proprietary platform for efficiently harnessing GPU parallel computing. Many AI frameworks (e.g. TensorFlow, PyTorch) utilize CUDA for optimization, leading to significant performance differences.
Specific Examples
自然言語処理（NLP）: ChatGPTのような大規模モデルのトレーニングや推論は非常に計算負荷が高いが、CUDAに対応したNVDAのGPUを利用することで、高速な処理が可能になる。
生成AI（Stable Diffusion, DAL...
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$Hims & Hers Health (HIMS.US)$
If it were Harris, health care would have been weak, but I think Trump will have a positive impact on the health care sector. Since it is still hidden now, if it becomes a star stock, buying will come in from the undervalued sense. If generic obesity drugs progress, the remote medical system in circulation will function even more. It is recommended to buy.
If it were Harris, health care would have been weak, but I think Trump will have a positive impact on the health care sector. Since it is still hidden now, if it becomes a star stock, buying will come in from the undervalued sense. If generic obesity drugs progress, the remote medical system in circulation will function even more. It is recommended to buy.
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Koniken
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$Microsoft (MSFT.US)$The earnings call for the fourth quarter of the fiscal year 2024 is scheduled to be held at 6:30 AM on Wednesday, July 31, 2024, Japan time. This briefing session willIn subtitle translation formatIf you wish to watch, please click the button."Reservations"button.
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本ライブの内容はお客様の利便性のために、字幕翻訳サービスによって提供されています。字幕はマイクロソフトアジュール（Microsoft Azure）およびアマゾン翻訳（Amazon Translate）を使用して生成されています。英語から日本語への機械翻訳の精度、信頼性または正確性に関して、明示的か黙示的かを問わず、いかなる種類の保証も行われません。翻訳内容により損害を被った場合、当社は当該損害に関して一切責任を負いません。ご視聴の際には予めご留意ください。
◆注意事項
本ライブの内容はお客様の利便性のために、字幕翻訳サービスによって提供されています。字幕はマイクロソフトアジュール（Microsoft Azure）およびアマゾン翻訳（Amazon Translate）を使用して生成されています。英語から日本語への機械翻訳の精度、信頼性または正確性に関して、明示的か黙示的かを問わず、いかなる種類の保証も行われません。翻訳内容により損害を被った場合、当社は当該損害に関して一切責任を負いません。ご視聴の際には予めご留意ください。
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Microsoft 2024 Q4 Financial Results Briefing (subtitle translation)
Jul 31 05:30
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This article uses auto-translation in some parts.
The US Department of Labor StatisticsAt 21:30 on Wednesday, September 13, 2023, Japan timetoUS Consumer Price Index (CPI) for Augustwill be announced.
The Federal Reserve Board (FRB) will be looking for signs of a slowing broad inflation trend even in August when energy prices surged. According to Bloomberg data, the CPI for August (year-on-year) is expected to rise from 3.2% in July to 3.6%. This increase is largely attributed to the global surge in energy prices. Gasoline prices rose by over 10% on a seasonally adjusted basis from July to August. It is highly likely that overall energy prices also saw a significant monthly increase not seen since mid-2022.
According to the PMI price index, stubborn inflation continues in August. US CPI, consistent with the trend indicated by the S&P Global USA PMI price index, is expected to remain around 3% for the next few months. However, if the upcoming Consumer Price Index (CPI) exceeds expectations, there is a possibility of asset reassessment.
● Food inflation
Rising food prices have significantly...
The US Department of Labor StatisticsAt 21:30 on Wednesday, September 13, 2023, Japan timetoUS Consumer Price Index (CPI) for Augustwill be announced.
The Federal Reserve Board (FRB) will be looking for signs of a slowing broad inflation trend even in August when energy prices surged. According to Bloomberg data, the CPI for August (year-on-year) is expected to rise from 3.2% in July to 3.6%. This increase is largely attributed to the global surge in energy prices. Gasoline prices rose by over 10% on a seasonally adjusted basis from July to August. It is highly likely that overall energy prices also saw a significant monthly increase not seen since mid-2022.
According to the PMI price index, stubborn inflation continues in August. US CPI, consistent with the trend indicated by the S&P Global USA PMI price index, is expected to remain around 3% for the next few months. However, if the upcoming Consumer Price Index (CPI) exceeds expectations, there is a possibility of asset reassessment.
● Food inflation
Rising food prices have significantly...
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