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
3 Reasons Lam Research Is a Must-Buy for Long-Term Investors
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.
Shares of Chip Stocks Are Trading Higher Following Reports Suggesting the US Is Set to Announce Softer Sanctions on Exporting Semiconductor Equipment and AI Memory Chips to China.