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Can AMD Shares Turn the Tables in 2025 After Lagging Behind AI Peers?
What to Invest in the AI Theme in 2025
Taiwan Semiconductor becomes the darling of the AI era, with its stock price reaching a historic high during trading.
① Taiwan Semiconductor's stock price reached a record high during Tuesday's trading, with a cumulative increase of over 82% this year; ② Analysts point out that due to the enhanced demand in the Global market for investments in Taiwan Semiconductor, its key role among Semiconductors and AI suppliers continues; ③ Taiwan Semiconductor expects a 36% growth in sales for the quarter ending in December, with a gross margin of 58.3%, the highest quarterly level since 2022.
Musk x AI becomes the darling of Silicon Valley, unveiling a luxurious lineup with $6 billion in financing, with "old friends" like NVIDIA and AMD joining the investment.
① It is claimed that xAI's valuation has exceeded 40 billion dollars, with a target valuation of 50 billion dollars, which is double its valuation from six months ago; ② Only investors who supported previous financing rounds of xAI are allowed to participate in the Series C financing; ③ This financing will be used to further accelerate their infrastructure and launch breakthrough products that will be used by billions of people.
Elon Musk's XAI Secures $6 Billion In Series C Funding To Expand Colossus Supercomputer, Attracts Investments From Nvidia And BlackRock
Rare! NVIDIA, AMD, and Intel are jointly investing, this company aims to "end Copper interconnections."
The optical interconnect startup Ayar Labs has completed a $0.155 billion Series D funding round, with a valuation exceeding $1 billion. The company is dedicated to developing optical interconnect technology aimed at replacing traditional electrical I/O, overcoming the limitations of Copper wires and pluggable optical Components. Currently, Ayar Labs has delivered approximately 15,000 sets of TeraPHY optical transmission and SuperNova laser source products.