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.cn14:52

What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...

① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.

cls.cn10:27

Spotlight on Lam Research: Analyzing the Surge in Options Activity

BenzingaDec 13 04:09

WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies

Seeking AlphaDec 13 00:04

Barclays Maintains Lam Research(LRCX.US) With Hold Rating, Maintains Target Price $90

Futu NewsDec 12 17:31 · Ratings

Lam Research (LRCX) Receives a Hold From Barclays

TipRanksDec 12 17:16 · Ratings