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How much revenue can Nvidia's H20 chip generate? Industry analysis institutions estimate almost 90 billion.
① SemiAnalysis expects chip shipments to exceed 1 million in H2 this year; ② Whether this optimistic expectation can be realized depends on Nvidia's specific performance in the following quarters. The company is expected to release its Q2 financial report at the end of August; ③ Morgan Stanley also gave a positive evaluation of the H20 shipment situation in its research report this week.
Express News | Nvidia CEO Huang Renxun sold nearly $167 million worth of Nvidia stocks in June, setting a new record for monthly sales.
Express News | It is reported that SoftBank is discussing loan matters with banks to finance the $10 billion AI battle.
Is the market becoming impatient? More and more people are discussing the fact that AI burns so much money but earns so little.
So far, AI technology has produced almost no economic benefits. Faced with the huge gap between burning and earning money with AI, the market's patience for technology stocks is gradually disappearing.
Sweden's Aixia Bags SEK5 Million Order From Global Telecommunications Company
Aixia (AIXIA-B.ST) said Thursday it landed an order valued at 5.1 million kronor for its advanced networking platform from a global telecommunications company. The Swedish technology consultancy added
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