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Fed Meeting Causes Market Plunge: Hawkish Tone Surprises Expectations
Jeff Bezos-Backed Perplexity Raises $500 Million, Tripling Its Valuation To $9 Billion As Competition With Google And OpenAI Heats Up
"The next NVIDIA" is emerging, A-shares tapping into ASIC must be booming, is there a new narrative for AI Chip?
① Broadcom's performance has surged, and Morgan Stanley estimates that the AI ASIC market size will increase from 12 billion dollars in 2024 to 30 billion dollars by 2027; ② Compared to general GPUs, ASICs have advantages in terms of energy consumption and cost; ③ Most AI ASIC-related stocks in the A-share market have different business directions from Broadcom, and the segments driven by AI ASIC, such as optical modules and Switches, are receiving considerable attention.
The Volume has soared, let's get to know the latest rising "four monster stocks" in the US market.
Yesterday, the total trading volume of Quantum Computing, Rigetti Computing, financial technology and defense company Nukkleus Inc., and voice recognition and AI company SoundHound AI was close to 10 billion USD, surpassing 476 constituent stocks in the S&P 500 Index.
Nvidia Partner TuSimple Rebrands As CreateAI Shifts Focus From Autonomous Driving To AI-Powered Gaming And Content
US-China Tensions Escalate Over Chips
JFL : Not a good thing, right?
Ultratech OP JFL : doesn't really matter they'll switch again