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Direxion Daily NVDA Bull 2X Shares Newsroom
NVIDIA or Palantir: The Best AI Investment for 2025
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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Bluestar Capital reduces its holdings in technology giants due to concerns over the costs of AI.
According to the Financial Times in the United Kingdom, due to concerns over the costs of AI, Blue Whale Capital LLP has reduced its holdings in major technology companies in the USA. The report cites fund manager Stephen Yiu, who stated that the Blue Whale Growth Fund, supported by billionaire Peter Hargreaves, has lowered its stake in Microsoft from 8% in January of this year to about 2%. The report mentioned that withdrawing investment from Microsoft led to the stock.
NVIDIA GeForce RTX 5070 Ti Gets 16 GB GDDR7 Memory, GB203-300 GPU, 350W TBP
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