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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.
Express News | Exclusive: Smic, Already on the Entity List, Will Face New Restrictions, Sources Say
Express News | Exclusive: Swaysure Technology, Qingdao Si’en, and Shenzhen Pensun Technology Co Are Among Chipmaking Factories Added to the Entity List, Sources Say
Daily short sale tracking: South Bow's short volume increased by 664K, with a short sale ratio of 35%
South Bow(SOBO.US) ranked top of the list had the largest change in short volume (664.43K shares), and its short volume ratio reached 35.17%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
Applied Materials Price Target Lowered to $210 From $220 at Bernstein
A tariff of up to 271% is being wielded like a 'big stick' against photovoltaics! The usa plans to take action on solar energy imports from Southeast Asia.
The US Department of Commerce preliminarily ruled on Friday, USA eastern time, that solar energy products imported from Southeast Asia are being unfairly sold in the USA at prices below production costs, and proposed tariffs of up to 271% to counteract this practice.