Broadcom is迎来了 its "NVIDIA moment".

Before joining the "trillion dollar club", Broadcom's Market Cap had already reached around 800 billion USD. The rise of such a large AI Chip stock has made Wall Street think of NVIDIA.

Barron ChineseDec 17 21:15

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cnDec 16 14:52

Express News | The FTSE Singapore Straits Index increased by 0.03%, and Top Glove rose by more than 7%.

BreakingsDec 13 17:21

Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.

In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.

Zhitong FinanceDec 12 09:16

The Past Three Years for AEM Holdings (SGX:AWX) Investors Has Not Been Profitable

Yahoo FinanceDec 10 07:50

The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?

The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...

wallstreetcnDec 5 11:42