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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.
Dow Records Longest Losing Streak Since 1978, Nvidia Declines: Fear & Greed Index In 'Neutral' Zone
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.
Palantir's Alex Karp Embraces 'Cult' Status, Complains About The Missing Perks As Stock Soars 350%
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Musk is causing controversy again! A U.S. senator is concerned about his "abuse of power" and suggests that Trump establish a code of ethics.
Senator Elizabeth Warren from the USA expressed concerns about the conflict of interest regarding Elon Musk's role as a senior advisor in the Trump administration, demanding an explanation from Trump about the ethical standards Musk should adhere to. As a co-chair of the newly established advisory institution 'Department of Government Efficiency', Musk faces significant conflicts of interest, and Warren believes he should comply with ethical standards similar to those of federal government employees.
Nukkleus, Micron, Teva Pharmaceutical, Quantum Computing, Tesla: Why These 5 Stocks Are On Investors' Radars Today
Allianz Investment: The USA economy is expected to achieve a soft landing, and US stocks still have attractiveness.
Allianz Investment released its 2025 market outlook report, stating that as the USA election yields a decisive result, the outlook for risk Assets appears positive. The economies of the USA and globally are expected to achieve a soft landing, but future volatility may be lurking.
Honda, Nissan, Mitsubishi merging? Japanese car companies need to band together for warmth.
Nissan is currently mired in financial difficulties, with only 12 to 14 months of Cash / Money Market reserves left, facing pressure from aggressive Shareholders and a huge debt burden, and its stock price has dropped about 39% so far this year; Honda has once again lowered its performance and delivery guidance.
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.
Express News | OpenAI Brings Its Most Powerful Model, o1, to Third-Party Developers
Nvidia Unveils Latest Jetson Supercomputer Aimed At Unlocking AI For Small Companies: What You Need To Know