Is NVIDIA's rise far from over? Analysts expect two major events to help push the stock price to new highs.
Analysts believe that NVIDIA's upward trend is far from over, and expect that Jensen Huang's speech next month and the upcoming GPU Technology Conference will continue to boost the stock price.
The giants' "AI life-and-death battle": will the winner take all?
In the past, Technology companies often focused on their core Business, but now, these boundaries are gradually becoming blurred. Giants like OpenAI, NVIDIA, Google, and Amazon are increasing their investments in AI Chips, Cloud Computing, and large models, attempting to create a complete AI ecosystem.
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Express News | Attractiveness crushes the broad Index! In 2024, retail investors net purchased 29.8 billion USD in NVIDIA Stocks.
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Valuation breaks 40 billion USD! xAI has raised 12 billion in funding in one year, with NVIDIA and AMD already in the game.
Musk is performing exceptionally well.
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
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Why has Apple consistently refused to use NVIDIA? Retracing the historical grudges and business games.
In the 2000s, there was a brief "honeymoon period" between the two parties, but over time, the contradictions between business and technology have intensified. Apple has always aimed to create a complete ecosystem, and large-scale procurement of NVIDIA's GPUs will undoubtedly weaken Apple's dominance in the AI field.
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Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
NVIDIA and AMD participated! Elon Musk's xAI announced the completion of a 6 billion USD financing.
Gelonghui, December 25 | On December 23 local time, Tesla CEO Elon Musk's AI startup xAI announced on Social Media X that the company has completed a $6 billion Series C financing and disclosed the list of investors. The list shows that a16z, Blackrock, Fidelity, Sequoia Capital, Kingdom Holdings, and Morgan Stanley participated in the Series C financing. Among them, Fidelity, Sequoia Capital, and Kingdom Holdings also previously participated in xAI's Series B financing. In addition, xAI mentioned that semiconductor giants NVIDIA and AMD also participated.