Waymo is leading the market in the USA! Can Tesla and Amazon catch up?
① In 2024, Waymo will become the most dazzling Self-Driving Cars taxi company in the USA, operating the only commercial Self-Driving Cars taxi service, Waymo One, which has completed 4 million paid services within the year; ② Companies like Tesla and Amazon are heavily investing in Self-Driving Cars technology, with Tesla expected to fulfill its Self-Driving Cars technology promises as early as next year.
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NVIDIA's new product countdown: the new "nuclear bomb" RTX 5090 is about to arrive, and the B300 will debut later.
① NVIDIA will release the RTX 50 series graphics cards based on the BlackWell architecture in two weeks, with the PCB design of the 5090 graphics card surfacing this week; ② The new generation GB300 AI Server is expected to be unveiled at the GTC conference in March next year, with leaks showing significant improvements in several parameters.
NVIDIA launched the GB200 NLV4, and may launch the GB300 in March next year.
For medium-sized organizations or those focused on Energy efficiency, the GB200 NVL4 is a very suitable choice. Compared to the NVL72, which is designed for large-scale deployment and features edge connectors to support spine configurations, the NVL4 offers a more compact and Energy-efficient alternative.
NVIDIA suppliers: If the Datacenter Business slows down, AI phones will support the chip Industry.
① NVIDIA supplier Advantest, which controls more than half of the Global Semiconductors testing market, issued a warning; ② The company's CEO is paying attention to whether spending by large Technology companies in the USA on AI is slowing down, which may affect the chip supply chain. ③ However, Lefever believes that demand for AI Smart Phones could partially offset the impact of the Semiconductors Industry downturn, which will not last long.
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Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.