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GOTHAM ENHANCED 500 ETF Newsroom
The "alternative" battle of NVIDIA: Is Marvell more suitable than Broadcom?
Currently, Broadcom holds approximately 70% of the custom AI Chip market. However, analysis suggests that Marvell, with its strong position among Cloud Computing clients, greater growth potential, and more attractive valuation, may gain an advantage in future competition.
Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025
Microsoft is making significant investments! This fiscal year, planning to spend 80 billion USD to build AI Datacenters, half of which will be invested in the USA.
① Microsoft plans to invest 80 billion USD in the 2025 fiscal year for Datacenter construction to train AI models and deploy AI and cloud-based applications. ② Microsoft expects that more than half of the investments will be located in the USA, emphasizing commitment and confidence in the USA economy.
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Microsoft will spend 80 billion USD on AI Datacenters this year, with half of the investment in the USA.
Microsoft's Vice Director and President Brad Smith also called on the incoming Trump administration not to implement "overregulation" on AI, and to protect the USA's leadership in the AI field through Education and promoting American AI technology abroad.
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