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What did Nvidia reveal in the closed-door meeting? Goldman Sachs: Inference computing will boost long-term demand for AI chips.
nvidia stated in a closed-door meeting that with the release of the OpenAI o1 model, a new AI narrative is unfolding, and the increased demand for inference computing power has brought new growth opportunities for nvidia. Goldman Sachs predicts that nvidia's AI processor market share will continue to increase in 2024 and 2025, with a projected ongoing growth trend in shipments.
Is nvidia still undervalued? European asset management giant criticizes huge investment as "intervening halfway".
①Some analysts still believe that nvidia's valuation is undervalued; ②He said, "nvidia's energy-saving capability makes it more valuable."
Huang Renxun: The future of AI lies in "reasoning", and a significant reduction in chip costs is key!
①Huang Renxun's latest statement that the future of ai will be able to provide "reasoning" services, but to reach this stage, the computational cost needs to be reduced; ②He said that nvidia will improve chip performance by two to three times each year while keeping the same cost and energy consumption levels, laying the foundation for these advancements.
Tradepulse Power Inflow Alert: NVDL, Graniteshares 2X Long NVDA Daily ETF Rises 6% After Signal
Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun said in an interview with CNBC that the upcoming Blackwell AI "super chip" has a "crazy" demand. At the same time, nvidia invested 0.1 billion US dollars in the funding of OpenAI, and the market views this cooperation as a symbolic step, which may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
This year, usa actively managed funds are still unable to outperform the index, simply because of underweighting Nvidia.
In 2024, it is not certain industries or even large cap stocks that dragged down actively managed funds from outperforming the market, the main culprit is only one: nvidia. Despite nvidia being the most held semiconductor stock in actively managed funds, with a holding rate of around 70%, its relative weight is still relatively 'low'.