The AI Chip battle has escalated! How many GPUs do major Technology companies actually have?

Omdia estimates that Microsoft purchased approximately 581,000 GPUs in 2024, which is the largest purchase volume among all Global cloud or hyperscale customers.

Observations on the Semiconductors Industry.Dec 24 16:43

AI Agent, the next stop for large model implementation.

AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.

CITIC Gold Insight08:28

U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.

European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.

wallstreetcn07:04

Smart Money Is Betting Big In ORCL Options

Benzinga02:15

Palantir Stock Vs. Oracle Stock: Wall Street Says Only 1 Will Head Higher in 2025

Yahoo FinanceDec 24 20:10

AI is definitely not just a passing trend! What key trends need to be monitored in 2025?

In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.

Golden10 DataDec 24 17:13