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Boston Dynamics' Atlas, Tesla's AI Edge, Amazon's Q AI Assistant, And More: This Week In Artificial Intelligence
Just tomorrow! NVIDIA will unveil the details of the Blackwell architecture.
Nvidia will also demonstrate how to run large models on Blackwell. Citibank expects Nvidia to introduce alternative solutions to the Blackwell series chips during the Hot Chips conference.
What to Expect in the Week Ahead (NVDA and CRM Earnings; GDP and PCE inflation)
Next week's heavyweight schedule: Nvidia faces the "big test" of financial report! China's August PMI, continued MLF by the central bank, and the US Federal Reserve's favorite inflation indicators.
Also pay attention to the financial reports of PDD Holdings, Meituan, and BYD Company Limited, the US core PCE price index for July, revised GDP for the second quarter, Eurozone and Tokyo CPI data for August, and India's second quarter GDP. Nvidia will showcase the latest progress of Blackwell at Hot Chips conference. Israel claims to be prepared for an "important week".
After Powell's 'explosive' speech, the market entered 'nvidia time'.
Next week, NVIDIA, the giant of AI chips, will release its financial report for the second quarter. This is not only about NVIDIA itself, but also about the global technology and even the financial industry chain. S&P Global Market Intelligence predicts that the company's revenue growth is expected to slow to 113%, and revenue is expected to increase to $28.7 billion.
Global focus next week: The Federal Reserve's preferred inflation indicators will be released, nvidia's financial report will test AI trading.
①Nvidia's performance will open a new chapter, and the rising trend of the US stock market will face an important test; ②The most noteworthy next week will be the Personal Consumption Expenditure (PCE) Price Index in the USA, which is the inflation index most favored by the Federal Reserve.
Benzinga Bulls And Bears: Nvidia, Tesla, Snowflake, Broadcom — And Raoul Pal Advocates Bitcoin Before AI
Just next week! Nvidia will release the "most important technology financial report in recent years." Can it debunk the "AI bubble theory"?
① Analysts have generally given an optimistic outlook on Nvidia's financial report, expecting its revenue to double and its datacenter business to reach new highs. ② Nvidia's financial report could be a "real test" for the overall market, especially the technology sector. ③ It is estimated that Huang Renxun has already cashed out at least 0.578 billion US dollars from June to August. There are also reports mocking that the fate of the technology bull market may be in Huang Renxun's hands.
Discussion from the 'global hottest incubator': Is AI a bubble?
The CEO and several partners of Y Combinator stated in their latest blog that there is indeed hype around AI, but the technical foundation of AI is more solid. In the long run, AI technology will bring sustainable growth and value to businesses, but it will still take some time to see its true impact.
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