No Data
Top Gap Ups and Downs on Thursday: TM, NVS, UBS and More
Logitech at Risk From European Tariffs, STMicro, Nokia, Ericsson Also Impacted: BofA
Rivals Stay Clear of GTA 6 Launch to Save Spotlight of Their Own Games
UBS Maintains Logitech International(LOGI.US) With Hold Rating, Announces Target Price $99.65
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).
The discussion on AI has reached record levels, sweeping across the Earnings Reports conference calls of the entire Industry in Europe.
In Europe, the discussions surrounding AI during Earnings Reports conference calls are reaching new heights, with even companies outside the Technology Industry adopting AI technology to improve efficiency and competitiveness.
