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Trump Administration Urged by Countries, Companies to Rethink AI Chip Curbs Rule - Report
Mobileye (MBLY.US) welcomes "immense wealth and fortune"! It will collaborate with Volkswagen to strengthen the MQB smart driving system.
Mobileye will collaborate with Volkswagen to develop driver assistance technologies, and the stock price surged in pre-market trading.
Mobileye Stock Rises on Driver Assistance Partnership With Volkswagen
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
UBS Group: Intel's (INTC.US) new CEO plans to focus on chip design and attract NVIDIA and Broadcom as customers for its foundry business.
UBS Group stated that Intel's new CEO Lip-Bu Tan's recent plans may include a renewed focus on chip design for the struggling chip manufacturer.
Intel Options Spot-On: On March 24th, 338.85K Contracts Were Traded, With 6.26 Million Open Interest
