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Kissinger resigned with a multimillion-dollar salary, and intel began searching for a new CEO.
After intel CEO Pat Gelsinger resigned, the company began evaluating new CEO candidates, most likely to bring in external candidates; Current candidates include Marvell Technology's Matt Murphy and former Cadence CEO Liping Chen, the company has hired headhunting company Spencer Stuart to assist in finding a new CEO.
The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
Saxo Bank's "shocking predictions" for 2025 have arrived! Trump 2.0 destroys the dollar, nvidia's market cap skyrockets to twice that of apple, OPEC collapses...
This year, Shengbao Banks has once again made a number of 'unconventional' predictions: the US dollar will fall by 20% against major currencies, and by 30% against gold prices; nvidia's stock price will be well above $250; the first 3d printed heart will be introduced; oil prices will plummet, and OPEC will disintegrate...
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[Video] AWS CEO: Talks about new chips, NVIDIA, and ambitions in AI.
Matt Garman, the CEO of AWS (Amazon Web Services), shared his thoughts on Amazon's new ai chip array and a large-scale language model called "Nova". Garman mentioned partnerships with intel and nvidia during an appearance on "Bloomberg The Close." Amazon's new chip array, named "Project Rainier," is set to be equipped with hundreds of thousands of "Trainium2" semiconductors, aiming to enhance the current processing power of the ai startup Anthropic, in which Amazon is investing, by five times.
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AI demand is strong, and chip company Marvell's sales surged by 19% month-on-month, greatly exceeding expectations.
Strong AI demand, Marvell's performance in the third quarter and outlook for the fourth quarter both exceeded expectations. On December 3, Eastern Time, chip company Marvell Technology (MRVL) announced its third-quarter financial report showing that the company's third-quarter sales increased by 19% month-on-month, reaching 1.52 billion USD, exceeding Wall Street's forecast of 1.46 billion USD; eps was 43 cents, higher than the expected 41 cents. Marvell also predicts that fourth-quarter revenue will reach about 1.8 billion USD, exceeding the expected 1.65 billion USD, with an expected eps of 59 cents.