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In-depth conversation with the founder of SemiAnalysis: In the new era of AI, will NVIDIA be challenged?
Excluding Google, 98% of the Global AI workloads are running on NVIDIA chips; Google and Amazon's chips currently face their own issues and pose no challenge in the short term; the shortage of data is a false proposition, as data can be synthesized for continued training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which could be a turning point for the Industry.
Wearable devices are experiencing a huge explosion! Meta may integrate a display screen into smart glasses next year.
①Meta plans to integrate a display screen into Meta Ray-Ban smart glasses by 2025, in collaboration with EssilorLuxottica; ②This move aligns with Meta's Global Strategy to incorporate advanced technology into everyday wearable devices; ③Currently, Meta is continually making strides in wearable devices to maintain its leading position in the field of AR and wearable computing.
Track Hyper | NVIDIA withstands the performance impact from the new AI player Broadcom.
What is Broadcom doing? How did it impact NVIDIA's stock price, and how did the latter fend off the impact?
Reported Earlier, Olympian Motors Partners With NVIDIA To Launch AI-Powered EV Platform
Musk x AI becomes the darling of Silicon Valley, unveiling a luxurious lineup with $6 billion in financing, with "old friends" like NVIDIA and AMD joining the investment.
① It is claimed that xAI's valuation has exceeded 40 billion dollars, with a target valuation of 50 billion dollars, which is double its valuation from six months ago; ② Only investors who supported previous financing rounds of xAI are allowed to participate in the Series C financing; ③ This financing will be used to further accelerate their infrastructure and launch breakthrough products that will be used by billions of people.