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Technology giants like NVIDIA and AMD gathered at CES, with AI taking center stage, and chips and Siasun Robot&Automation becoming the focus.
Chips, Siasun Robot&Automation, Smart Hardware, and other themes have become focal points of attention at the exhibition, while AI has taken the "center stage", becoming the selling point emphasized by major Technology companies.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
F Stars --- significantly continued to decline, related to quantum Computer being sold off due to comments from the NVIDIA CEO.
Significant decline continues. Recently surging as a quantum Computer-related stock, today it is experiencing a sharp drop alongside other related stocks such as NFHD, Japan Lad, Ubiquitous AI, and SEC. The CEO of USA NVIDIA has stated that the practical application of quantum Computers is still a long way off, leading to a decline in expectations for early contributions to earnings. In the previous day's USA market, there was also a sharp decline among some related stocks.
UBS Group survey: AI applications continue to expand, and NVIDIA and Microsoft maintain their leading positions.
NVIDIA, Microsoft, and OpenAI continue to lead in the field of AI.
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
SK Group discusses cooperation in the field of physical AI with NVIDIA (CEO.US) CEO.
The CEO of SK Group discussed physical AI with the CEO of NVIDIA at CES.
Market Update: The Hong Kong stock market's Semiconductors Sector is soaring, with Semiconductor Manufacturing International Corporation rising over 5%. Institutions indicate that Semiconductors are entering a new upward cycle.
As of the time of writing, the leading company Semiconductor Manufacturing International Corporation has risen over 5%, HUA HONG SEMI has increased nearly 4%, and HG SEMI has grown about 2%.
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
A statement from Jensen Huang caused quantum concept stocks to plummet. D-Wave CEO: His view is "completely wrong."
① The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, recently stated that NVIDIA CEO Jensen Huang is "very wrong" about quantum computing; ② Previously, Huang's remarks frightened Wall Street. He indicated that it may take 15 to 30 years to bring a "very useful quantum computer" to market.
Jim Cramer Warns On 'Quantum Stories' As Stocks Plunge: 'We Need You Out Before The Froth Goes Away'
Uber Technologies, Inc. (UBER): Among The Companies That Partnered With NVIDIA This Month
The CEO of D-Wave Quantum, a quantum computing company whose value soared over eight times last year, counters that Jensen Huang's views on quantum computing are "completely wrong."
The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, stated that Jensen Huang's views on quantum computing are "completely wrong." Previously, Jensen Huang's remarks about quantum computing alarmed Wall Street, resulting in a sharp decline in related Stocks, including D-Wave.
Futu Daily Report | Will the Federal Reserve pause interest rate cuts? Meeting minutes show officials are eager to slow down the pace of rate cuts; U.S. stocks are closed today in mourning for the death of former President Carter's.
The Trump team is reportedly considering declaring a national economic emergency to implement high and widespread tariffs; Bearish surprise! A single remark from NVIDIA CEO Jensen Huang triggered a collective drop in USA quantum computing stocks.
Express News | CEO of a USA quantum computing company: Jensen Huang's view on quantum computing is "completely wrong".
Express News | HTSC: The era of physical AI has begun, and generative data is crucial.
Express News | US Technology organizations are concerned about the regulation of AI Chip exports.
U.S. stock market closing | Jensen Huang caused a collapse in quantum computing stocks, QUBT fell over 43%; China Concept Stocks fell, Xiaopeng Autos dropped over 5%.
① The Nasdaq China Golden Dragon Index fell by 0.67%, with most China Concept Stocks declining; ② Wildfires ravaged California, and Electrical Utilities provider Edison International fell by 10%; ③ Jensen Huang stated that a "very useful" quantum computer may take several decades to arrive; ④ Intel: will continue to focus on the independent graphics card market.
Top 20 Transaction Amount | Quantum Computing concept stocks have significantly pulled back, with IONQ dropping 39%, RGTI falling over 45%, and Jensen Huang stating that commercialization will require at least another 15 years.
On Wednesday, the stock with the highest trading volume in the US market was NVIDIA, which closed down 0.02%, with a trading volume of 31.802 billion USD. The second was Tesla, which closed up 0.15%, with a trading volume of 28.804 billion USD. The third was Apple, which closed up 0.20%, with a trading volume of 9.105 billion USD.
Express News | The chairman of SK Group stated that SK Hynix's development speed of HBM has surpassed the supply speed required by NVIDIA.
D-Wave CEO counters Huang Renxun: the view on quantum computing is completely incorrect.
D-Wave CEO Alan Baratz refuted NVIDIA CEO Jensen Huang's views on quantum computing, stating that they are "completely wrong." Huang believes that the commercialization of quantum computing will take another 15 to 30 years, while Baratz emphasized that D-Wave has already achieved commercialization of quantum computing, with companies like MasterCard and NTT Docomo using its quantum computers.