Weekend Reading | Initiating "AI Physics", NVIDIA quietly lays out its robot technology.

As competition intensifies in the core AI chip business among the highest Market Cap semiconductor companies globally, NVIDIA is betting on robotics technology as a key driver for its next phase of growth.

Alpha Factory Research Institute41minutes ago

The competition among major players in AI has intensified: Microsoft takes the lead with an investment of 80 billion dollars.

On January 3, Microsoft President Brad Smith announced that Microsoft plans to invest 80 billion dollars in fiscal year 2025 for the construction of AI computing centers to support AI training and deployment, as well as cloud-based application services.

Wind13:20

CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.

① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.

cls.cn10:00

Mag 7? More Like 'Mag 1' as Nvidia Dominates the Megacap Club in 2024

Seeking Alpha03:20

Trending Stocks as Wall Street Steps Into First Days of 2025 With Cautiousness

Seeking Alpha01:09

Does GOOGL Stock Have Further Room to Run?

Seeking AlphaJan 4 21:35