Barclays Weighs in on Nvidia Blackwell Ramp, Apple iPhone Cuts and Other Chip News
Japan's Bold Push for Semiconductors
Shares of Semiconductor and Chip Stocks Are Trading Lower in Sympathy With Applied Materials, Which Fell After Its Q1 Financial Results.
The Age of AI Is Still in the Early Innings. -2-
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.
Marvell Soars 30% in Three Months: Should You Hold or Fold the Stock?