No Data
Nvidia and Other Chip Stocks Slide as Investors See Big Risks to Sales to China
At a time when the demand for computing power is being questioned, NVIDIA intends to acquire a "GPU sub-landlord." What kind of business is computing power leasing exactly?
NVIDIA plans to acquire the GPU leasing company Lepton AI, which does not manage Datacenters or Servers itself, but rents from cloud providers and then subleases to its own clients. Analysis suggests that with the increased availability of systems with lower computing costs, the overall computing costs are decreasing, and the computing power leasing market has shifted to a clearly buyer's market, prompting NVIDIA to consider vertical integration to consolidate its dominant position.
The 'Misery Index' Is Creeping Higher. Does That Spell Doom for Stocks?
Qualcomm is reportedly suing Arm secretly in the United States, Europe, and South Korea, claiming unfair business practices.
① Qualcomm has filed a lawsuit against Arm with the regulators in the EU, USA, and South Korea, accusing Arm of unfair business practices; ② Arm has denied this accusation, stating that Qualcomm's actions are intended to divert public and governmental attention and exploit regulatory pressure for its own gain; ③ Previously, Qualcomm had a legal dispute with Arm in Delaware, USA, and pointed out that Arm is seeking personal profits by using monopolistic market tactics.
Nvidia, Gamestop, Ford, Rivian, Tesla: Why These 5 Stocks Are On Investors' Radars Today
Is Wall Street "agreeing to short together"? Barclays: The current AI computing power seems sufficient to meet the demand.
Barclays pointed out that by 2025, the AI Industry will have enough computing power to support between 1.5 billion and 22 billion AI Agents. The AI Industry needs to shift from 'meaningless benchmark tests' to the practical deployment of Agent products, with low inference costs being key to profitability, and open-source models will reduce costs. Although it seems that computing power is sufficient, there is still a gap in dedicated computing power for efficient and low-cost Agent products.
and it didn't work out.