Magnificent7
commented on
$NVIDIA(NVDA.US$
Even for humanoid robots, Nvidia is developing a SoC called Jetson Thor, which is flawless. Tesla became a hot topic for a while because it switched NVIDIA GPUs to X and used them. I'm looking forward to innovation in “humanoid robots” brought about by two geniuses, Elon and Jenson.
Even for humanoid robots, Nvidia is developing a SoC called Jetson Thor, which is flawless. Tesla became a hot topic for a while because it switched NVIDIA GPUs to X and used them. I'm looking forward to innovation in “humanoid robots” brought about by two geniuses, Elon and Jenson.
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Magnificent7
commented on
$NVIDIA(NVDA.US$
The big wave is edge AI. I also recently switched to a Dell XPS13 (PC with AI), and the Copilot is insanely convenient. This market is still empty, so of course Microsoft, which has Open AI, will come to take it in large part. Smartphones are the same. And no matter which part of the tech industry takes the market, NVIDIA GPUs are used in hardware
The big wave is edge AI. I also recently switched to a Dell XPS13 (PC with AI), and the Copilot is insanely convenient. This market is still empty, so of course Microsoft, which has Open AI, will come to take it in large part. Smartphones are the same. And no matter which part of the tech industry takes the market, NVIDIA GPUs are used in hardware
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Magnificent7
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You can easily experience explosive speed generation AI, and SoftBank Vision Fund 2 investors 🇺🇸 sambaNova (sambaNova), are now offering a Fast API that can be used for free!
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Magnificent7
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$Taiwan Semiconductor(TSM.US$
Chinese chip makers are accelerating the pace of orders in order to respond to uncertainty due to the US presidential election and the impact on US-China relations, and it seems that they are paying additional fees to TSMC. It supports TSMC's sales and gross profit margin, and there is a possibility that results for the third quarter and full year will exceed expectations.
Demand for 3nm technology has flooded in at TSMC, and major customers such as Apple and NVIDIA have reserved production capacity, and it is said that orders will be filled until 2026. (Trend Force)
Chinese chip makers are accelerating the pace of orders in order to respond to uncertainty due to the US presidential election and the impact on US-China relations, and it seems that they are paying additional fees to TSMC. It supports TSMC's sales and gross profit margin, and there is a possibility that results for the third quarter and full year will exceed expectations.
Demand for 3nm technology has flooded in at TSMC, and major customers such as Apple and NVIDIA have reserved production capacity, and it is said that orders will be filled until 2026. (Trend Force)
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$Nidec(6594.JP$ Improved visibility, buoy shape growth! Smiling for the first time in a long time ☺️ I wonder if sales are 10 times 10 times the total market value will double, and I'm going to buy more!
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Magnificent7
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$Arm Holdings(ARM.US$ I believed
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Magnificent7
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Jul 23 16:30
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$Kura Sushi USA(KRUS.US$ Customers are leaving due to inflation, and costs are high due to minimum wage increases, so far this is unavoidable. Half of California has a bad balance with 17 new stores. I feel like I did it with the momentum of spring... I wonder if there's a Japanese food boom, but it seems tough
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Magnificent7 : I also agree with this