Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Express News | With only two months left before the transfer of power, Biden is accelerating the funding to the US semiconductor industry.
Intel's Comeback Conundrum: Will INTC Stock Soar or Stumble in 2024?
Daily short sale tracking: Rivian Automotive's short volume increased by 11 million, with a short sale ratio of 13%
Rivian Automotive(RIVN.US) ranked top of the list had the largest change in short volume (11.05 million shares), and the short volume ratio of Sun Life Financial(SLF.US) reached 64.54%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
asml holding: Expected sales to reach 44 billion to 60 billion euros by 2030.
Dutch lithography giant asml holding announced on Thursday that it expects its sales to grow to between 44 billion and 60 billion euros (approximately 46.4 billion to 63.3 billion dollars) by 2030, which means an average annual growth rate of 8% to 14% driven by strong demand for its most advanced tools. This guidance was issued ahead of asml holding's biannual investor day event at its headquarters in the Netherlands and is consistent with the company's previous long-term guidance released in 2022. The company also maintains its target of achieving a gross margin of 56% to 60% by 2030. The company's CEO.
TechInsights: AMD (AMD.US) has surpassed intel (INTC.US) in datacenter revenue for the first time.
AMD's success can be attributed to various factors, with the most important being that, apart from nvidia, customers lack other options, and intel's delay in accelerator products has provided AMD with market opportunities.