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Lower the Target Price for NVIDIA! HSBC: The GB200 supply chain issues will continue into the first half of the year, affecting performance.
The extremely popular NVIDIA has still had its Target Price lowered by HSBC. On January 10, Frank Lee, head of HSBC's Global Technology Hardware and Semiconductors Research team, released a report stating that NVIDIA's GB200 supply chain issues are expected to continue into the first half of the 2026 fiscal year (from February 2025 to July 2025), limiting NVIDIA's "upside" growth potential in the first half, while the second half (from August 2025 to January 2026) will face even greater pressure. However, due to the strong market demand for NVIDIA GPU Servers, combined with the possibility that NVIDIA will ...
The biggest financial backer in AI! NVIDIA has invested in these companies over the past two years.
In 2024, NVIDIA participated in 49 rounds of financing for AI companies, among which the total investment exceeding one billion dollars includes OpenAI, xAI, the Hardware and applications Technology company Inflection, the autonomous driving startup Wayve, the new company founded by OpenAI's chief scientist Safe Superintelligence, and the AI company Scale AI providing high-quality training data.
The walking video of humanoid robots in Shenzhen has gone viral, astonishing NVIDIA scientists with its human-like gait, with a cost of less than 0.1 million yuan.
① An end-to-end neural network approach has been used to elevate the robot's gait to human standards; ② The cost of this Siasun Robot&Automation is controlled within 0.1 million, and the final product price may be around 0.15 million, with small-scale commercial use expected in two months; ③ The company's core team members mostly come from the robotics team under Xpeng.
Stock Market's Big Battle This Week: Yields 1, AI 0
105336001 : More like selling power.