Who is the biggest buyer of NVIDIA's AI Chip? This technology giant outperforms its peers to top the list.
① Microsoft has become the largest buyer of NVIDIA's Hopper chips, with a purchase quantity of 485,000 units this year, far surpassing Meta's 224,000 units; ② Jensen Huang stated that the demand for Hopper chips is strong, with the company's revenue in the third fiscal quarter growing by 94% year-on-year and net income increasing by 109%.
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"The big spender in buying cards" Microsoft: This year purchased nearly 0.5 million GPUs! More than twice that of Meta.
According to the analysis, the company estimates that Microsoft purchased 0.485 million NVIDIA Hopper chips this year, significantly outpacing Meta (0.224 million), ByteDance (0.23 million), Tencent (0.23 million), Amazon (0.196 million), Google (0.169 million), and other companies.
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Citigroup supports NVIDIA: it is expected that GPUs will continue to maintain strong momentum, with ASICs accounting for 25% by 2028.
Citigroup believes that NVIDIA's GPUs can be reprogrammed through CUDA to adapt to different workloads, which is NVIDIA's greatest advantage. Citigroup maintains a "Buy" rating on NVIDIA and sets its "Target Price" at $175, indicating that NVIDIA still has about a 34% potential upside.
NVIDIA's "conspiracy": AI cloud giants, doing it themselves.
In recent years, NVIDIA has quietly engaged in competition in the Cloud Computing field, with its biggest customers such as Amazon and Microsoft as its opponents. Analysis suggests that although NVIDIA is still behind existing giants in the Cloud Computing competition, it is expected to gain more market share in the future thanks to its deep understanding of GPUs and cost-effective products.
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Allianz Investment: The USA economy is expected to achieve a soft landing, and US stocks still have attractiveness.
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Honda, Nissan, Mitsubishi merging? Japanese car companies need to band together for warmth.
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515 dollars! Tesla celebrates Wall Street's highest target price as the stock price hits a new high for the fifth consecutive day.
Analysts from investment banks Wedbush and Mizuho have both raised the target price for the stock to $515, which is over 7% higher than the current level and is the highest target price given by Wall Street analysts; On Tuesday, Tesla's stock price hit a historic high for the fifth consecutive day, closing up 3.64% at $479.86.
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