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The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
NVIDIA Corporation (NVDA): Pioneering AI With Cutting-Edge GPU Technology
Intel (INTC.US) is firmly pursuing the "chip outsourcing dream" but vows to be even more frugal.
intel remains committed to its performance forecast after Gelsinger's departure but vows to be more frugal.
Musk's AI supercomputer will expand tenfold! 1 million GPUs are worth nvidia opening a branch.
① Musk's xAI will expand its supercomputer Colossus in Memphis, increasing its computing power tenfold; ② nvidia, Dell, and super micro computer are said to also settle in Memphis to assist in the development of Colossus; ③ xAI was established only a little over a year ago, with a valuation of 45 billion USD, its expansion speed has shocked the industry and is seen as a strong competitive advantage.
China restricts the export of rare metals, what does this mean for US chip stocks?
According to the estimates of the United States Geological Survey, if China completely bans the export of gallium and germanium, it may cause a loss of 3.4 billion US dollars to the USA GDP, with the semiconductor infrastructure industry accounting for over 40% of the net loss.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...