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The Fed Is About to Deliver the Last Rate Cut for a While | CNN Business
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Stock Market Today: World Stocks Are Mixed Ahead of the Federal Reserve's Decision on Rates
Salesforce Plans Hiring Spree To Sell AI That Cuts Hiring Time And Boosts Sales Productivity
Microsoft Buys Twice as Many Nvidia AI Chips as Its Biggest Rivals - Report
Microsof Scoops Up 485,000 Nvidia AI Chips, Twice As Many As Its Closest Rival Meta: Report
Who is the biggest buyer of NVIDIA's AI Chip? This technology giant outperforms its peers to top the list.
① Microsoft has become the largest buyer of NVIDIA's Hopper chips, with a purchase quantity of 485,000 units this year, far surpassing Meta's 224,000 units; ② Jensen Huang stated that the demand for Hopper chips is strong, with the company's revenue in the third fiscal quarter growing by 94% year-on-year and net income increasing by 109%.
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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.
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Jim Cramer Signals Potential Bottom For Nvidia At $127 After Predicting 'Vicious' Reversal Earlier
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.
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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