Blockchain is a decentralized digital ledger that records transactions instantly and simultaneously across the internet, ensuring transparency and security. It was originally developed for Bitcoin but now has applications ranging from financial services to supply chain management, and verification services. Blockchain Technology companies promise to increase transparency, reduce costs, eliminate intermediaries, and provide more secure record-keeping systems. As industries begin to adopt blockchain technology and cryptocurrencies, companies at the forefront of blockchain innovation are likely to gain and attract more investment.
may the GPU be with u
lao huang is hyping s more gpus wil be in demand , but if china can use lower gpu with better software to sell same quality and cheaper ai products , you think trump wlll not outright ban ai chips to china ? and huawei and smic are not trying ti fill that chip gap even without cuda concurrentky ?
china has shown they can fill thst gap with softeware engineering . lao huang knows it and he shit scared.
he know sooner or later ai chips will be banned to china screwiibg nv sal...
For NVIDIA, inference AI is additive, not a replacement.
Post-training may require more computing power, and "long-term thinking" suggests inference processes will also utilize massive GPU resources.
Foreign Sell-side Sentiment from BABA
Last Friday, Jefferies first raised $Alibaba (BABA.US)$'s price target to 160; at that time, it could already confidently say that this is the current STREET HIGH;
On Monday, Morgan Stanley mentioned Alibaba's target price to 180; bull case to see 300 (in the bull case, the cloud alone accounts for 100);
Today, even Bernstein, which...
Earnings Beat Expectations; Gross Margins Under Pressure
NVIDIA's Q4 revenue hit $39.3B, up 78% YoY and 12% QoQ, beating estimates by 2.8%. Gross margin at 73% (GAAP), below 73.4% ...
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