Artificial intelligence (AI) is a technology that copies how people think and process information, making it useful for companies in many innovative fields. AI chips process large amounts of data in emerging AI technology. As an essential component, companies involved in the design and manufacturing of AI chips are likely to benefit from the growth of AI development. In 2023, the AI sector attracted a lot of media coverage and investors. The potential size of the AI market is still unknown because we keep finding new ways to use AI technology. AI chip companies in this list are likely to benefit from the growing interest in the AI market.
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Musk's number one "fan", Wood, reaffirms: Tesla's stock price will increase tenfold.
① Despite Tesla's stock price having dropped by over 30% this year, many of Musk's supporters do not seem to have lost faith in the electric Autos giant; ② On Monday, Cathie Wood, known as "Wood the Great", expressed her optimistic outlook for Tesla's future, predicting that the stock will reach $2,600 within five years, nearly ten times its current price.
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Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
The FBI has established a special task force to investigate the Tesla attack, which has sparked heated discussions among USA netizens: this is an abuse of public resources!
① The FBI and the Bureau of Alcohol, Tobacco, Firearms and Explosives have jointly established a special task force to investigate and combat dozens of attack incidents against Tesla. ② In the past few weeks, at least 80 cases of Autos vandalism or arson have occurred in the USA and Canada.