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2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
"The AI God" delivered a powerful speech: the era of "pre-training" dominated by computational power will end, the next generation belongs to "inference"; if machines have consciousness, then let them awaken!
Ilya Sutskever, former co-founder of OpenAI and founder of SSI, stated during his speech that the pre-training phase of AI model development is coming to an end. The future development of AI will focus on Asia Vets, synthetic data, and reasoning time computation. He elaborated on the immense potential of these three directions, for instance, synthetic data can overcome the limitations of real data volume, while reasoning time computation can enhance the efficiency and controllability of AI.
Sell NVIDIA (NVDA.US), buy Broadcom (AVGO.US)! What is the market saying on Friday?
Analysts point out that Wall Street is paying attention to the demand for ASICs (Application-Specific Integrated Circuits) from large Technology companies, which may be one of the reasons for the decline in NVIDIA Stocks. In the coming years, customized chips will gradually take market share from expensive GPUs in the applications of generative AI.
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Daily short sale tracking: Broadcom's short volume increased by 11 million, with a short sale ratio of 12%
Broadcom(AVGO.US) ranked top of the list had the largest change in short volume (11.29 million shares), and the short volume ratio of Sumitomo Mitsui Financial(SMFG.US) reached 47.59%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
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Sell NVIDIA, buy Broadcom! What is the market saying on Friday?
Analysts pointed out that Wall Street is focusing on the demand for ASICs (Application-Specific Integrated Circuits) from major Technology companies, which may be one of the reasons for the drop in NVIDIA Stocks. In the coming years, custom chips will gradually take market share from expensive GPUs in the applications of generative AI.
Kai-Fu Lee: OpenAI continues to burn money in financing to "burn" its way to AGI, resulting in the success of NVIDIA.
On December 14, according to Rui Jian, Kai-Fu Lee, CEO of Zero One and Chairman of Innovation Works, mentioned at the China Business Leaders Annual Conference that from the perspective of the USA, the leading American company OpenAI continues to raise funds and buy chips because it aims to develop an AGI, which represents the American-style development embodied by OpenAI. "As a result, NVIDIA stocks are surging, realizing NVIDIA's direction and dream of becoming the world's largest and most valuable company."