The Semiconductor selection includes companies and ETFs in the Philadelphia Semiconductor Index (SOX Index) which is a key indicator for measuring global trends and performance in the semiconductor industry. Changes in the stocks that make up the SOX index reflect the overall trends and opportunities of the semiconductor industry. The SOX index is also used for research and investment in semiconductor ETFs. Refer to the Philadelphia Semiconductor Index (SOX index) for more details.
How big is the impact on nvidia due to the delayed release of the new ai chip?
According to analysts' predictions, after the delay in the release of the B200 chip, the price may be set between $0.03 million and $0.04 million. The quarterly shipments as of January 2025 are expected to reach about 32,500 units, contributing $3 billion in revenue, accounting for 9% of the total expected revenue for the quarter.
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Wall Street questions Silicon Valley's expenditure on AI and accuses them of creating a huge bubble; Silicon Valley responds by saying: you don't understand, AI is the future. The more technology giants invest in expanding their capital expenditures in AI, the more bullish it is for Nvidia.