Tradr 1.5X Short NVDA Daily ETF To Go Ex-Dividend On December 23rd, 2024 With 3.58588 USD Dividend Per Share
Huang Renxun: The future of AI lies in 'reasoning', and a significant reduction in chip costs is key!
①Huang Renxun's latest statement indicates that the future of ai will be a service capable of "reasoning", but to reach this stage, the cost of computation needs to be reduced first; ②He said that nvidia will increase chip performance by two to three times each year, while maintaining the same cost and energy consumption levels, to lay the foundation for these advancements.
Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun stated in an interview with CNBC that the upcoming Blackwell AI 'super chip' has a 'crazy' demand. At the same time, nvidia invested 0.1 billion US dollars in the financing of OpenAI, the market sees this cooperation as a symbolic step, and it may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
Huang Renxun claims that the demand for Blackwell chips is "crazy".
Comments say that Huang Renxun's speech eased concerns about the delay in Blackwell chip production. Three weeks ago, Huang Renxun exaggeratedly affirmed that the demand for Blackwell was too high in his speech, causing nvidia's intraday surge of 9%, leading to a V-shaped reversal in the US stock market large caps.
Is the AI boom "coming back"? s&p global: Nvidia stock prices can still rise for at least another year.
The S&P Global's Director of Technical Ratings, Andrew Zhang, stated in an interview that Nvidia's stock still has a large potential for further growth, and will continue to soar for at least another year. Andrew Zhang believes that Huang Renxun's comments and the financial reports of Nvidia's partners both support the prediction of Nvidia's continued rise.
Huang Renxun: Blackwell has been fully put into production, and its performance will be improved by 3-4 times compared to the previous generation chip.
After the artificial intelligence conference held at the White House, Huang Renxun stated that Blackwell is undergoing comprehensive mass production, and the new generation of products will 'reduce energy consumption, improve performance, and reduce costs.' He also stated that he will actively cooperate with government policies and at the same time called on the government to conduct 'careful consideration' of global trade policies.
Kuku bird on fire ❤ :
Nisdey : China's probe is just well timed posturing to try and get some leverage over Trump before he takes office.
Nobody still believes that TSMC aren't involved in some kind of back door shenanigans with the CCP.
This is just a distraction until Trump imposes tariffs and some kind of ChinVidia pops up with a breakthrough AI accelerator.
It's all well and good to design the things, but if you can't make them domestically, and your government taxes the sh*t out of the only place that can, it's all a bit pointless isn't it. And why isn't Intel doing anything at all to close the gap? Where are the industrial espionage agents learning how to replicate what is obviously a solved problem, using the very same machines they have access to. It just doesn't seem that hard to do, especially when all the odds are skewed in your favour. It's not as if the laws of physics are somehow different in Taiwan.