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Key Nvidia Supplier Warns AI Spending Slowdown May Trigger 'Vicious' Downturn For Chipmakers
The "quantum frenzy" in the U.S. stock market continues, and "quantum NVIDIA" RGTI rises another 36%!
NVIDIA's Rigetti Computing in the quantum computing field has increased nearly 1600% this year, and analysts indicate that this exciting surge highlights the market's confidence in quantum computing becoming a transformative force across industries. Experts predict that its potential for efficiently solving complex problems and computational capabilities will further expand in the future.
The biggest winners in the US stock market technology sector this year are led by AppLovin, with MSTR, Palantir, and Robinhood all surpassing NVIDIA.
AppLovin successfully transformed into an AI advertising engine, ranking first among technology stocks with an astonishing increase of 758%. Additionally, MicroStrategy's bets on Bitcoin, Palantir's AI-enhanced data analysis, and Robinhood's booming cryptocurrency trading business achieved increases of 467%, 380%, and 210%, respectively, surpassing NVIDIA.
What to do about the slowdown in chip demand for Datacenters? NVIDIA suppliers: AI smartphones will take over.
Against the backdrop of a potential slowdown in global Datacenter investment, the Semiconductors Industry faces new challenges. However, on Thursday, the CEO of Advantest, a leading global chip testing equipment supplier, pointed out that the demand for AI Smart Phones is seen as a new growth point for the industry, which is expected to help the industry avoid falling into recession. Currently, the demand for AI phones is not large, and some Analysts predict that existing AI features may not be sufficient to stimulate a large-scale upgrade among Consumers.
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NVIDIA's new product countdown: the new "nuclear bomb" RTX 5090 is about to arrive, and the B300 will debut later.
① NVIDIA will release the RTX 50 series graphics cards based on the BlackWell architecture in two weeks, with the PCB design of the 5090 graphics card surfacing this week; ② The new generation GB300 AI Server is expected to be unveiled at the GTC conference in March next year, with leaks showing significant improvements in several parameters.
NVIDIA launched the GB200 NLV4, and may launch the GB300 in March next year.
For medium-sized organizations or those focused on Energy efficiency, the GB200 NVL4 is a very suitable choice. Compared to the NVL72, which is designed for large-scale deployment and features edge connectors to support spine configurations, the NVL4 offers a more compact and Energy-efficient alternative.
NVIDIA suppliers: If the Datacenter Business slows down, AI phones will support the chip Industry.
① NVIDIA supplier Advantest, which controls more than half of the Global Semiconductors testing market, issued a warning; ② The company's CEO is paying attention to whether spending by large Technology companies in the USA on AI is slowing down, which may affect the chip supply chain. ③ However, Lefever believes that demand for AI Smart Phones could partially offset the impact of the Semiconductors Industry downturn, which will not last long.
NVDA Could Go Up To $170 In Q1 After Breaching $145 Level As Traders Turn Bullish On Jensen Huang's AI Giant
The market for Trump's "inaugural Fund" is booming: donations from the USA business community are expected to set a new historical record.
① Business leaders are donating to Trump's inauguration, and the total fundraising is expected to set a historical record; ② Trump boasts that everyone wants to be his friend, while his aides say the donations also provide an opportunity for past corporate executives to apologize for their lack of loyalty; ③ It is reported that those who donate 1 million dollars or raise 2 million dollars will receive six event tickets to participate in a series of events arranged by the Trump team.
Amid Donald Trump's Concerns About Taiwan's Rising Chip Business, Jensen Huang Praises TSMC For Its Unquestionable Innovation — Vows Nvidia's Support For The Incoming US Administration
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.