$NVIDIA (NVDA.US)$
Chip-level cost performance ratio (the higher the value, the better).

$NVIDIA (NVDA.US)$
Quoted below
According to the supply chain, Foxconn's factories in Taiwan and Vietnam operated during the Spring Festival period, with a total of over 5,000 people working at full capacity, achieving the delivery target for the GB200 set by NVIDIA by the end of January in the fiscal year.

$NVIDIA (NVDA.US)$
# Overview
According to a survey by Morgan Stanley, it is suggested that Nvidia continues to maintain an overwhelming market Share. It is emphasized that ASICs (Application-Specific Integrated Circuits) are not necessarily superior when compared to commercial GPUs, highlighting Nvidia's advantages in various cost and performance aspects. In particular, Nvidia's investment strategy and the maturity of its ecosystem are seen as factors that maintain its competitiveness, and although there will be growth in ASICs in the future, it is currently likely that Nvidia will dominate the market.
# Main Points
1. Nvidia continues to maintain an overwhelming market Share.
2. ASIC is not on par with commercial GPUs and only achieves the same results through different means.
3. Nvidia's Market Cap is supported by an estimated $32 billion in AI revenue.
4. ASIC development has significant cost hurdles and is likely to be inferior to Nvidia.
5. Whether ASIC performance exceeds that of commercial products depends on the application, but the Nvidia ecosystem...

$NVIDIA (NVDA.US)$
ASICs (Application-Specific Integrated Circuits) are neither superior nor inferior to commercial GPUs; they are simply another means to achieve the same goal.
It's extremely long but 😓.
Morgan Stanley: Despite the ASIC, Nvidia will continue to maintain an overwhelming market share.
The ASIC category is neither superior nor inferior to commercial GPUs; it is simply a different means to achieve the same result.
Over the past six months, momentum in the AI field has clearly shifted towards custom silicon. Nvidia has remained stagnant, while AMD's performance has significantly decreased. Nvidia's market cap of 3 trillion dollars is supported by quarterly AI revenue of over 32 billion dollars, while AVGO's market cap of 1.1 trillion dollars is based on quarterly revenue of 3.2 billion dollars. Clearly, the market judges the growth potential of ASICs to be several times that of commercial GPUs.
AS...

$NVIDIA (NVDA.US)$
New Positions:
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• $NVDA -- $28M
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• $RDDT -- $10M
• $XYZ -- $9M
• $SOFI -- $8M
• $RBLX -- $6M
Big bets on semis, AI & fintech

$NVIDIA (NVDA.US)$
It's at NVIDIA from 10 PM tomorrow.

$Adobe (ADBE.US)$
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