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The new system developed by Google, 'AlphaQubit,' makes it possible to reduce the error rate in quantum computers by up to 30% compared to conventional methods. Significant improvement in error rates is necessary for the practical implementation of quantum computers, and AlphaQubit achieves high-precision error detection and correction by utilizing artificial intelligence.
This technology is applicable to systems ranging from 17 quantum bits to 241 quantum bits, demonstrating flexibility to scale up. This achievement holds the potential to propel future technological innovations through the co-evolution of AI and quantum computers.
Specific technological advancements brought by AlphaQubit to quantum computing.
AlphaQubit is an AI system that significantly improves the accuracy of error detection and correction in quantum computers. Quantum bits have traditionally faced instability due to external factors such as heat and electromagnetic waves, with error rates of 1 in 100 to 1 in 1,000 being common.
This new system utilizes simulation data to learn noise patterns and has mechanisms to address complex issues such as crosstalk and leakage.
This technology is applicable to systems ranging from 17 quantum bits to 241 quantum bits, demonstrating flexibility to scale up. This achievement holds the potential to propel future technological innovations through the co-evolution of AI and quantum computers.
Specific technological advancements brought by AlphaQubit to quantum computing.
AlphaQubit is an AI system that significantly improves the accuracy of error detection and correction in quantum computers. Quantum bits have traditionally faced instability due to external factors such as heat and electromagnetic waves, with error rates of 1 in 100 to 1 in 1,000 being common.
This new system utilizes simulation data to learn noise patterns and has mechanisms to address complex issues such as crosstalk and leakage.
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Attention is shifting from NVIDIA to Microstrategy in investment migration, focusing on the Bessent strategy led by bitcoin.
November 26, 2024 (excerpt).
The market's attention, previously led by NVIDIA, is now shifting to Microstrategy. Behind this is the significant market attention to Microstrategy's bitcoin-focused business model. The company invests the funds obtained through financing in bitcoin, creating a cycle where its rise boosts stock prices.
In contrast, NVIDIA continues to develop technology supporting innovation in the field of artificial intelligence (ai), but its performance in the market is relatively sluggish. Furthermore, the impact of Scott Bessent, who has been nominated as the next Chief Financial Officer, is also being watched, and traders are leaning towards increasing their purchases of stocks and bonds in the 'Bessent trade'.
This transition symbolizes a new trend in the market focused on financial stocks and the movement of the dollar, while suppressing the overheating of bitcoin.
November 26, 2024 (excerpt).
The market's attention, previously led by NVIDIA, is now shifting to Microstrategy. Behind this is the significant market attention to Microstrategy's bitcoin-focused business model. The company invests the funds obtained through financing in bitcoin, creating a cycle where its rise boosts stock prices.
In contrast, NVIDIA continues to develop technology supporting innovation in the field of artificial intelligence (ai), but its performance in the market is relatively sluggish. Furthermore, the impact of Scott Bessent, who has been nominated as the next Chief Financial Officer, is also being watched, and traders are leaning towards increasing their purchases of stocks and bonds in the 'Bessent trade'.
This transition symbolizes a new trend in the market focused on financial stocks and the movement of the dollar, while suppressing the overheating of bitcoin.
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While Nvidia's growth rate is showing signs of slowing down, the rapid expansion of the AI market is expected to support the company's long-term growth. Although the company recorded a 112% increase in datacenter sales in the third quarter of fiscal year 2025 compared to the previous year, forecasts of a nearly halved sales growth rate for the following year are impacting investor sentiment.
However, the growth of the AI infrastructure market is becoming an important tailwind for Nvidia. Investment plans by major cloud providers increased by 33.5% compared to the previous year, and it is expected that the AI accelerator market size will reach 500 billion dollars by 2028. Against this backdrop, Nvidia's overwhelming market share and technological innovation superiority are once again attracting attention.
Considering the progress in the development of next-generation products and the acceleration of AI demand, short-term stock price declines may be seen as new investment opportunities.
The leadership of Nvidia in the AI market and its impact on the entire industry.
Nvidia has established overwhelming influence in the AI market. The company's ai chip holds an 80% market share, with the H200 and the next-generation Blackwell platform symbolizing advanced technology that balances performance improvement and cost efficiency. 20...
However, the growth of the AI infrastructure market is becoming an important tailwind for Nvidia. Investment plans by major cloud providers increased by 33.5% compared to the previous year, and it is expected that the AI accelerator market size will reach 500 billion dollars by 2028. Against this backdrop, Nvidia's overwhelming market share and technological innovation superiority are once again attracting attention.
Considering the progress in the development of next-generation products and the acceleration of AI demand, short-term stock price declines may be seen as new investment opportunities.
The leadership of Nvidia in the AI market and its impact on the entire industry.
Nvidia has established overwhelming influence in the AI market. The company's ai chip holds an 80% market share, with the H200 and the next-generation Blackwell platform symbolizing advanced technology that balances performance improvement and cost efficiency. 20...
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Against the backdrop of rapid growth in the AI market, Nvidia's corporate value exceeded 3.6 trillion dollars in 2024, and established a position in the technology field. The latest financial results report recorded a 94% increase in sales compared to the same period last year, and growth led by the data center division stands out. However, stock prices have fallen by nearly 10% since financial results were announced, and fluctuations in investor sentiment are visible.
Meanwhile, demand for next-generation AI technology, starting with Blackwell chips, is increasing, and it seems that the company still has plenty of room for growth. While market reactions and expert opinions intersect, it is difficult to predict the future of Nvidia, expectations are placed on the company's potential, which is at the center of the AI revolution.
Nvidia's data center strategy to dominate the AI chip market
The rapid expansion of the data center division can be cited as one of the factors supporting Nvidia's growth. Sales in the same division reached 30.8 billion dollars, up 112% from the same period last year, and demand from the AI revolution directly contributed to business results. The company is at the center of the AI infrastructure market and is in a position to provide computing technology that is the foundation for next-generation AI models.
In particular, generative AI and deep la...
Meanwhile, demand for next-generation AI technology, starting with Blackwell chips, is increasing, and it seems that the company still has plenty of room for growth. While market reactions and expert opinions intersect, it is difficult to predict the future of Nvidia, expectations are placed on the company's potential, which is at the center of the AI revolution.
Nvidia's data center strategy to dominate the AI chip market
The rapid expansion of the data center division can be cited as one of the factors supporting Nvidia's growth. Sales in the same division reached 30.8 billion dollars, up 112% from the same period last year, and demand from the AI revolution directly contributed to business results. The company is at the center of the AI infrastructure market and is in a position to provide computing technology that is the foundation for next-generation AI models.
In particular, generative AI and deep la...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
N is a troublesome development nya~n
The movement is rebounding from 139.21 to 136
I don't feel like dropping below 135.94, will it break through the swing low and not decline?
If the resistance of Wave 4 forms a diagonal pattern of Wave C, there is also a possibility of a bounce after breaking down aiming for 132/128 in Wave 5.
If it breaks through 139.21, it could reach 144/149, or maybe it will bounce at 135.10.
It's undecided whether it will continue sideways in the 136-137 zone, which is troubling.
Even if it drops to 28, there is a risk of being bounced back at 34.49 even if it breaks through 30, or if it rises, there is a high chance of being bounced back at 38.87.
Both N and L may face a challenging development as we enter December.
N is a troublesome development nya~n
The movement is rebounding from 139.21 to 136
I don't feel like dropping below 135.94, will it break through the swing low and not decline?
If the resistance of Wave 4 forms a diagonal pattern of Wave C, there is also a possibility of a bounce after breaking down aiming for 132/128 in Wave 5.
If it breaks through 139.21, it could reach 144/149, or maybe it will bounce at 135.10.
It's undecided whether it will continue sideways in the 136-137 zone, which is troubling.
Even if it drops to 28, there is a risk of being bounced back at 34.49 even if it breaks through 30, or if it rises, there is a high chance of being bounced back at 38.87.
Both N and L may face a challenging development as we enter December.
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SF Federal Reserve President, 'The labor market is becoming balanced' - no desire for deterioration.
SF Federal Reserve President, 'The labor market is becoming balanced' - no desire for deterioration.
November 26, 2024 23:50 JST.
President Daly of the San Francisco Federal Reserve stated that while he does not wish for a deterioration in the labor market, he also indicated the need to lower the inflation rate from its current level.
Mr. Daley stated in a podcast released on the 25th that he does not desire weakness in the labor market. He mentioned that such weakness would be deemed unnecessary in order to reach the Federal Reserve's price stability goal.
"The labor market has become quite balanced," he said, "In order to actually achieve the price stability we have been aiming for, this kind of balance is necessary."
He also pointed out, "Inflation is still above the Fed's target of 2%. Therefore, efforts to lower this need to continue."
November 26, 2024 23:50 JST.
President Daly of the San Francisco Federal Reserve stated that while he does not wish for a deterioration in the labor market, he also indicated the need to lower the inflation rate from its current level.
Mr. Daley stated in a podcast released on the 25th that he does not desire weakness in the labor market. He mentioned that such weakness would be deemed unnecessary in order to reach the Federal Reserve's price stability goal.
"The labor market has become quite balanced," he said, "In order to actually achieve the price stability we have been aiming for, this kind of balance is necessary."
He also pointed out, "Inflation is still above the Fed's target of 2%. Therefore, efforts to lower this need to continue."
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$NVIDIA (NVDA.US)$
Mr. Jenson Huang, CEO of NVIDIA Corporation, made it clear that earnings will grow strongly over the medium to long term, and there is a possibility that current earnings will double or triple, strengthening NVIDIA's market leadership.
Nvidia's strategic partnerships in India and other countries highlight the company's expansion of AI infrastructure and continue to drive global demand for the company's chips.
TSM has promised to double its chip production capacity by 2025, and Foxconn is building a new plant in Mexico to ensure strong supply to meet Nvidia's high demand.
Continued innovation in Nvidia's algorithms will improve the performance of existing chips, maintain partial value, and drive ongoing software subscription revenue.
I first posted an article on Seeking Alpha a few months ago, and IAbout Nvidia's market, market share, profit margin, and ratioNvidia Corporat...
Mr. Jenson Huang, CEO of NVIDIA Corporation, made it clear that earnings will grow strongly over the medium to long term, and there is a possibility that current earnings will double or triple, strengthening NVIDIA's market leadership.
Nvidia's strategic partnerships in India and other countries highlight the company's expansion of AI infrastructure and continue to drive global demand for the company's chips.
TSM has promised to double its chip production capacity by 2025, and Foxconn is building a new plant in Mexico to ensure strong supply to meet Nvidia's high demand.
Continued innovation in Nvidia's algorithms will improve the performance of existing chips, maintain partial value, and drive ongoing software subscription revenue.
I first posted an article on Seeking Alpha a few months ago, and IAbout Nvidia's market, market share, profit margin, and ratioNvidia Corporat...
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National residence price index in the United States, growth slowed down with a 3.9% year-on-year increase in September
Updated on November 26, 2024 23:51 JST
National residence price index in the United States, up 3.9% year-on-year in September - up from 4.3% the previous month
Residences for sale increased by approximately 12% compared to the previous year - increasing options for buyers.
The S&P CoreLogic/Case-Shiller's September national home price index showed a slowdown from the previous month. In the housing market, the negotiating power of buyers is strengthening.
The national home price index rose by 3.9% compared to the same month last year.
Matching the financial estimates, there was a 4.3% increase in the previous month.
The housing price index in 20 cities in the United States increased by 4.6% year-on-year.
Expected to rise by 4.7%, compared to a 5.2% increase the previous month.
The index for September follows the trend of the past three months starting from July. During this period, interest rates dropped to the lowest level in two years. According to Realtor.com, the number of newly listed residences in September increased by approximately 12% compared to the same month last year, providing more options for buyers.
Hana Jones, Senior Economic Research Analyst at Realtor.com, analyzed that during that period, "the market continued to favor buyers." However, in recent weeks, borrowing costs...
Updated on November 26, 2024 23:51 JST
National residence price index in the United States, up 3.9% year-on-year in September - up from 4.3% the previous month
Residences for sale increased by approximately 12% compared to the previous year - increasing options for buyers.
The S&P CoreLogic/Case-Shiller's September national home price index showed a slowdown from the previous month. In the housing market, the negotiating power of buyers is strengthening.
The national home price index rose by 3.9% compared to the same month last year.
Matching the financial estimates, there was a 4.3% increase in the previous month.
The housing price index in 20 cities in the United States increased by 4.6% year-on-year.
Expected to rise by 4.7%, compared to a 5.2% increase the previous month.
The index for September follows the trend of the past three months starting from July. During this period, interest rates dropped to the lowest level in two years. According to Realtor.com, the number of newly listed residences in September increased by approximately 12% compared to the same month last year, providing more options for buyers.
Hana Jones, Senior Economic Research Analyst at Realtor.com, analyzed that during that period, "the market continued to favor buyers." However, in recent weeks, borrowing costs...
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$NVIDIA (NVDA.US)$
Despite skepticism about the ROI of AI equipment investment and competition with AMD's MI300X chip, NVIDIA's stock price skyrocketed, driven by strong AI demand.
Cloud providers such as AWS, Azure, and Google Cloud have shown an increase in profitability, reversing the claim that low AI ROI is affecting Nvidia's chip demand.
The transformative impact of AI extends beyond consumer applications, and fast computing is becoming essential for traditional data center tasks.
Nvidia's valuation reflects the company's leading position in the AI revolution, and sales are expected to increase significantly, justifying its premium price.
Investing Essay
Nvidia Corporation (NASDAQ: NVDAI wrote about) for the first timearticlesI remember it. A “buy” rating was given in that article. NVDA rose 240% year over year, and ticker maintained its sharp rise...
Despite skepticism about the ROI of AI equipment investment and competition with AMD's MI300X chip, NVIDIA's stock price skyrocketed, driven by strong AI demand.
Cloud providers such as AWS, Azure, and Google Cloud have shown an increase in profitability, reversing the claim that low AI ROI is affecting Nvidia's chip demand.
The transformative impact of AI extends beyond consumer applications, and fast computing is becoming essential for traditional data center tasks.
Nvidia's valuation reflects the company's leading position in the AI revolution, and sales are expected to increase significantly, justifying its premium price.
Investing Essay
Nvidia Corporation (NASDAQ: NVDAI wrote about) for the first timearticlesI remember it. A “buy” rating was given in that article. NVDA rose 240% year over year, and ticker maintained its sharp rise...
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$Ginkgo Bioworks (DNA.US)$
Entered Hello holders, I look forward to your support and plan to take a long-term view.
With a small amount of capital, I added it to the portfolio with expectations ┏○ペコッ
Entered Hello holders, I look forward to your support and plan to take a long-term view.
With a small amount of capital, I added it to the portfolio with expectations ┏○ペコッ
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