Shares of Semiconductor and Chip Stocks Are Trading Higher Following Wednesday's Rate Cut, Which Has Lifted Growth Stocks and Rate-sensitive Sectors Such as Tech.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
CEO Gary Dickerson Says Applied Materials, Inc. (AMAT) Is Delivering Strong Results in 2024
AI Likely Key Driver of Equity Market Returns -- Market Talk
China International Capital Corporation: AI+ code is a practical and commercially leading AI application scenario.
China International Capital Corporation believes that the improvement of AI application capabilities relies on both the enhancement of model capacity and the deep understanding of application scenarios and accurate grasp of customer needs.
To Invest in AI Tech, 'Go Upstream' to Component Makers: Expert