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Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
Analog Devices, Inc. (ADI): Morgan Stanley Trims Price Target, Highlights End-Market Dependency Post-Earnings
Japan will allocate nearly 10 billion dollars again to support the semiconductor industry by increasing investments in chip production and AI.
Japan will allocate an additional 1.5 trillion yen (9.9 billion US dollars) to promote its semiconductor and ai business, including funding for the chip foundry Rapidus.
Analog Devices, Inc. (NASDAQ:ADI) Yearly Results: Here's What Analysts Are Forecasting For This Year
Analog Devices (ADI) Beats Earnings Estimates Despite Revenue Dip: AI Innovations in Focus