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Nvidia Decline Is a 'Buying Opportunity,' as Wells Fargo Says GTC 'Can't Come Fast Enough'
Citi Downgrades U.S. Stocks; Cites Reasons to Love China Tech
Report: Meta collaborates with Taiwan Semiconductor to produce training chips.
Currently, this chip has entered the small-scale deployment phase. If testing goes smoothly, Meta plans to expand production for widespread application. Company Executives at Meta have indicated that they plan to start using self-developed chips for training by 2026, initially applying them to recommendation systems, then expanding to generative AI products such as the Meta AI chatbot.
Meta Starts Testing Self-developed AI Training Chip - Report
Express News | Meta is working with TSMC to produce its first in-house AI training chip, Reuters reported.
After experiencing a significant drop, the "AI Infrastructure giants" welcome a favorable opportunity on the left side! DeepSeek is initiating an efficiency revolution, yet the demand for computing power remains "endless."
After the significant drop in the US stock market, it may be time to consider positioning for the long-term bull market led by the "AI Infrastructure giants" since 2023.
