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.
The AI super cycle has just begun! AMD's Su Zifeng: will accelerate the release of AI chips.
①AMD Chairman and CEO Lisa Su stated that the super cycle of artificial intelligence has just begun, and AMD will target nvidia's market-leading position to accelerate the launch of high-performance ai chips. ②Lisa Su said, "Artificial intelligence is a bigger cycle than I expected five years ago, and we are now making a big bet for the next five years."
Market cap evaporated $400 billion in one week! Goldman Sachs exclaimed: Nvidia is being "overly" sold off.
Although nvidia stocks have been sold off, goldman sachs' chief analyst, Toshiya Hari, still maintains a buy rating on this chip giant. Goldman sachs analysts believe that nvidia is the preferred choice in the commercial chip sector.
Goldman Sachs: Nvidia's sell-off "has gone too far," and "calculating short-term cost returns is futile" during a major technological transformation period.
Goldman Sachs believes that the key is long-term game, and it is expected that by the second half of 2025, generative artificial intelligence will begin to make substantial contributions to the industry's growth.
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