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Mark Zuckerberg Backs Nvidia CEO Jensen Huang's View On Quantum Computing: 'It's Still Quite A Ways Off'
Futu Daily Report | Jensen Huang announces NVIDIA's latest breakthroughs in physical AI, OpenAI officially enters the robotics field; December non-farm payrolls surge, US stocks "plummet back to pre-election levels overnight."
As the "Trump effect" fades, the market gains in US stocks after the election have been completely wiped out. After Friday's close, the S&P 500 Index has only increased by 0.8% since the election on November 5, which may mark the weakest performance from election day to inauguration since Obama took office in 2009.
Zuckerberg once again stated the "big truth": Apple lacks innovation and relies entirely on squeezing profits.
①Meta CEO Mark Zuckerberg accused Apple of lacking innovation in a podcast interview, stating that Apple has been stagnant for nearly 20 years since Steve Jobs invented the iPhone; ③ He also criticized Apple's profit model, such as the "Apple tax" and restrictions on third-party accessories.
Producing 4nm chips in the U.S.! Morgan Stanley expects Taiwan Semiconductor's revenue to continue to grow for the whole year.
Taiwan Semiconductor, a big news has emerged!
The walking video of the humanoid robot in Shenzhen has gone viral! Its humanoid gait has shocked NVIDIA scientists, with a cost of less than 0.1 million yuan.
① An end-to-end neural network approach has been used to elevate the robot's gait to human standards; ② The cost of this Siasun Robot&Automation is controlled within 0.1 million, and the final product price may be around 0.15 million, with small-scale commercial use expected in two months; ③ The company's core team members mostly come from the robotics team under Xpeng.
Major signal? Huang Renxun announces NVIDIA's latest breakthrough in the field of physical AI.
Jensen Huang's latest speech sends a significant signal.
Lower the Target Price for NVIDIA! HSBC: The GB200 supply chain issues will continue into the first half of the year, affecting performance.
The extremely popular NVIDIA has still had its Target Price lowered by HSBC. On January 10, Frank Lee, head of HSBC's Global Technology Hardware and Semiconductors Research team, released a report stating that NVIDIA's GB200 supply chain issues are expected to continue into the first half of the 2026 fiscal year (from February 2025 to July 2025), limiting NVIDIA's "upside" growth potential in the first half, while the second half (from August 2025 to January 2026) will face even greater pressure. However, due to the strong market demand for NVIDIA GPU Servers, combined with the possibility that NVIDIA will ...
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NVIDIA (NVDA.US) has shocked everyone with this chip.
At the CES event in 2025, Nvidia (NVDA.US) announced a collaboration with MediaTek to develop a new type of desktop computer priced at $3,000, which is equipped with a new streamlined version of the Arm-based Grace CPU and Blackwell GPU super chip.
New progress! The OpenAI robot project is recruiting, or developing its own Sensors.
① Kalinowski focused on introducing the three positions of the OpenAI Robot&Automation team and their specific responsibilities, including Electronic Perception Engineer, Robot Machinery Design Engineer, and Technical Project Manager; ② The OpenAI team will independently develop Sensors and computational components, powered by OpenAI's in-house AI models.
The biggest financial backer in AI! NVIDIA has invested in these companies over the past two years.
In 2024, NVIDIA participated in 49 rounds of financing for AI companies, among which the total investment exceeding one billion dollars includes OpenAI, xAI, the Hardware and applications Technology company Inflection, the autonomous driving startup Wayve, the new company founded by OpenAI's chief scientist Safe Superintelligence, and the AI company Scale AI providing high-quality training data.