Intel's Big Turnaround Plan Is Now Looking Very Expensive and Poorly Timed
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Intel is reportedly exploring various solutions to deal with the most difficult period in history
According to sources, Intel is working with investment bankers to help the company through the most difficult period in its 56-year history. The sources said that the company is discussing various options, including splitting its product design and manufacturing business, as well as potentially canceling certain factory projects. Due to the confidential nature of these discussions, the sources have requested to remain anonymous. The sources also mentioned that Morgan Stanley and Goldman Sachs are providing advice on various options to Intel, which may include potential mergers and acquisitions. Intel, headquartered in Santa Clara, California, recently released a weak financial report, causing its stock price to drop to the lowest level since 2013 and prompting these discussions to become more urgent.
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Silicon Valley VCs present their wishlist to Harris: hoping for a tech-friendly policy environment.
①Silicon Valley investors have fond memories of the Obama administration's White House, but since then, both the Trump and Biden administrations have taken a more critical stance towards them. ②97% of the respondents hope that the new president will have a thorough understanding of technologies such as artificial intelligence (AI) and cryptocurrencies, in order to formulate effective regulations; 91.5% of the people believe that the US government needs to recruit more technology talents.
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Nvidia announced more details about the Blackwell architecture: leading the new era of AI and supercomputing.
At today's Hot Chips 2024 conference, Nvidia unveiled more details about its next-generation GPU architecture Blackwell, as well as its future product roadmap. During the conference, Nvidia's Chief Architect, Ajay Tirumala, and Raymond Wong provided an initial introduction to the Blackwell platform, and explained how these technologies work together to improve energy efficiency and provide new standards for AI and accelerated computing performance. Blackwell is Nvidia's preparation for a universal computing full-stack matrix.
The market is calling for faith in AI, nvidia is about to "turn over" Wall Street, is it a carnival or a lament?
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Musk 'betrays' Silicon Valley! Supporting the California AI regulation bill that promotes 'collective punishment'.
① California will vote on the AI regulation bill SB-1047 at the end of August. Once passed, it will be signed into California law. ② Its strict regulations are a concern for AI companies in Silicon Valley, including OpenAI, Meta, Alphabet, as well as many scientists who have expressed opposition to the bill. ③ However, AI owner Musk has expressed support!
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Nvidia's second-quarter revenue is expected to double, with a slight mishap affecting the entire AI stock.
On Thursday Beijing time, Nvidia will release its financial report for the second quarter of the 2025 fiscal year (note: Nvidia's fiscal year is not synchronized with the calendar year, from the end of January 2024 to the end of January 2025 is the 2025 fiscal year), and revenue is expected to more than double. However, for investors who are already accustomed to impressive performance, they have higher expectations for Nvidia. At that time, whether Nvidia's performance exceeds or falls below Wall Street's expectations, it will have a corresponding impact on AI stocks. This year, Nvidia's stock price has surged more than 150%, increasing its market cap by 1.82 trillion US dollars, while also driving the S&P 500 index to reach new highs. When.