Metaverse is a virtual world or universe that is created and sustained by the internet, where users can meet and create with one another in real-time through a personalized character or avatar. Metaverse uses open architecture, so anyone can create and build their own virtual spaces within the larger virtual environment, effectively building the metaverse itself. Metaverse has its origins in science fiction, but has gained popularity as advancements in technology have made it possible to create immersive virtual environments that replicate real-world experiences. These environments are often created using VR (virtual reality) or AR (augmented reality) technologies, which allow users to feel, move and interact as if they are truly present within the virtual space. Technology giants such as Nvidia, Meta, and Google are investing in the Metaverse, driving its popularity and creating new market opportunities.
SA Asks: Which Magnificent 7 Stocks Could React Positively to Earnings?
Microsoft Q1 Earnings Might Be Mixed Due to New Metrics: Piper Sandler
Guo Mingchi: Microsoft's Q4 GB200 orders surged 3-4 times, exceeding the total of all other cloud computing service providers.
microsoft order volume has surged from the previous 300-500 cabinets (mainly NVL36) to around 1400-1500 cabinets, with approximately 70% being NVL72. Subsequent orders will mainly focus on NVL72.
Is nvidia expensive? Both Bank of America and Goldman Sachs sing praises together: the current valuation is still attractive, and continue to be bullish on its prospects.
Bank of America Merrill Lynch stated that Nvidia's PEG ratio is lower than its peers, its valuation remains attractive, and it is expected that its PE ratio will decrease to 24 times by 2027; Goldman Sachs believes that Nvidia's valuation is close to the median PE ratio of the past three years, and compared to its peers, its historical valuation is relatively low.
OpenAI is transforming into a for-profit enterprise, how will microsoft's nearly $14 billion investment convert to shares? Negotiations have begun.
Both microsoft and OpenAI have hired investment banks to provide advice for this negotiation, highlighting its importance. Analysts believe that one of the biggest challenges the company faces in transitioning to a for-profit enterprise is how to allocate equity. As OpenAI's largest investor to date, microsoft may receive a significant amount of the company's equity.
Intel's new move to "save itself": selling its "future core" Altera stake for $17 billion.
The media reported that intel is looking for interested PE and strategic investors this week, may sell the majority of Altera shares. Intel acquired the programmable chip business Altera for $16.7 billion in 2015 and made it a subsidiary in February this year, seeking an IPO in 2026. Intel's CEO also said last month that Altera is a core part of the company's future.
ahhh_shicha__yabicha : Thank you. Relevant useful information is always appreciated on message boards.