Nvidia Stock Stumble Continues. What's Holding Back the AI Chip Maker. -- Barrons.com
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Exclusive interview with Li Xunlei Part 2: The USA is significantly printing money, yet the dollar continues to appreciate? An analysis of why the borrowing bubble can persist.
Related reading: Exclusive interview with Li Xunlei: Global inflation has long-term nature; a 10% allocation of Gold Assets in family assets is relatively reasonable. Decoding the current counter-cyclical adjustment policy, the key lies in increasing residents' income. Exclusive interview | Li Xunlei: It is recommended to decisively reduce mortgage rates and provide precise direct subsidies to young people to promote Consumer. On December 10th, the 2024 China (Shenzhen) International Gold Market Annual Conference was successfully held in Shenzhen, co-hosted by the China Gold Association, the World Gold Council, and the People's Government of Luohu District, Shenzhen. At the conference, Sina Finance held an exclusive dialogue with Li Xunlei, Vice Chairman of the China Chief Economists Forum and Chief Economist of Zhongtai International.
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Are cracks appearing in NVIDIA's empire? Broadcom joins the trillion-dollar club as ASIC is set for the next high-growth track.
① Broadcom recently surged by 24%, reaching a record closing high and becoming the third Global Semiconductor company with a Market Cap exceeding one trillion dollars; ② Compared to traditional chips like CPU and GPU, ASICs have a more targeted computational capability; ③ Brokerages believe that large-scale customers are actively investing in ASICs, which will further expand the market size.
Broadcom (AVGO.US) is on fire! Driving global funds to flow towards AI ASICs single-handedly.
Broadcom, the absolute leader in the field of AI ASIC and Ethernet Switch chip, attracts Global funds to flow into the investment Sector related to AI ASIC, thanks to its strong performance and outlook.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
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