What Nvidia's Results Signal About the AI Trade
Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?
Market To Navigate Nvidia Post-Earnings Analysis, Key Economic Events
All three major U.S. stock index futures rose collectively, with NVIDIA up nearly 3% in pre-market trading | Highlights for tonight.
① NVIDIA rose nearly 3% before the market opened, with the latest quarterly report exceeding expectations; ② Baidu is said to launch the Wenxin large model 4.5 series in mid-March; ③ Google is reportedly laying off employees in the Cloud Computing division, which may only affect a few teams.
Nvidia's Results and Guidance Show Its 'Remarkable Growth Phase' Isn't Over yet
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.