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BOCOM INTL: The application of AI is accelerating and penetrating across the board.
The key summary of CES 2025 is as follows: AI remains the absolute theme, with more Consumer Electronics manufacturers attempting to integrate AI features into their products; major chip manufacturers have chosen PCs as the primary carrier for edge AI; there is an increased focus on Siasun Robot&Automation and new Consumer Electronics such as AR/VR/XR.
Jensen Huang Said Quantum Computing Is 20 Years Away, But Nvidia Bets Big On Strategic Hiring
Tech Stocks Are Expensive. Micron and 2 Others That Look Cheap -- and Have Momentum. -- Barrons.com
Because Minna is collaborating with NVIDIA to decode biology and promote the development of precision health.
The collaboration between the two parties will combine Genomics sequencing technology and Illumina Connected Software solutions with NVIDIA tools to jointly develop biological foundational models. San Diego, California, January 14, 2025 /PR Newswire/ -- The global leader in Gene Sequencing and chip technology, Illumina (Nasdaq: ILMN), announced a partnership with NVIDIA to advance the development of multi-omics data analysis and interpretation technology platforms, accelerating the progress of clinical research, genomics AI development, and drug discovery. In order to optimize the massive amounts of data involved in multi-omics research.
Omdia: Google's (GOOGL.US) TPU chip demand is accelerating, posing a challenge to NVIDIA's (NVDA.US) dominance.
Omdia's latest research highlights the rapid growth in demand for Google's TPU AI chips, a trend that may be sufficient to begin undermining NVIDIA's dominance in the GPU market.
Tianfeng's Ming-Chi Kuo: The mass production capacity of the GB200 NVL72 is low, beware of NVIDIA's short-term risks.
Ming-Chi Kuo stated that the shipment volume of the GB200 NVL72 may be significantly lower than expected, currently about 25,000 to 35,000 units. More seriously, repeated delays have resulted in insufficient market confidence; even though the stock price reacted positively in advance, the lack of market confidence can easily amplify or overly interpret related market rumors.
Breaking Down The Myths Of AI
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Quantum Concept stocks have crashed again! Following Jensen Huang, Mark Zuckerberg is also coming to "pour cold water".
① Following Jensen Huang, Meta CEO Mark Zuckerberg has become the latest technology company leader to pour cold water on Quantum Computing; ② On Monday, Zuckerberg warned that the application of Quantum Computing will still take several years; ③ Following Zuckerberg's comments, related concept stocks in the US fell sharply again.
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Ming-Chi Kuo: Currently, the expected shipment for the GB200 NVL72 in 2025 is approximately 25,000 to 35,000 units.
Well-known Analyst Ming-Chi Kuo recently stated that the expectation for the GB200 NVL72 assembly to ship in large quantities in Q2 2025 may still be relatively optimistic.
Express News | S&P 500 Eminis Rise 0.4%, Nasdaq Futures up 0.6%
Nvidia's First Blackwell Shipments Delayed on Tech Issues, The Information Says