nvidia hitting a new high at the close is a sign! Since the Fed's rate cut in September, the logic of the US stock market has changed again.
Is this rebound the beginning of technology stocks regaining dominance in the US stock market, or is it a short-term rebound in the ongoing rotation of US stocks? The market is closely watching the current US earnings season.
Attention, these countries! The USA is reportedly considering restricting the export of ai chips from companies such as nvidia.
①Officials of the Biden administration are reportedly discussing: restricting Nvidia and other US companies from selling advanced AI chips to 'certain countries'; ②Insiders said officials will focus on Gulf countries.
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.
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.