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Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
VanEck Semiconductor ETF Options Spot-On: On November 29th, 80,909 Contracts Were Traded, With 880.76K Open Interest
On November 29th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 80,909 options for the day, of which put options accounted for 61.42% of the total
The Weakening of the Tech Sector Could Mean Broadening for the Rest of the Market – Analyst
Big news has just emerged in the chip field! Germany is providing "huge" subsidies to the chip industry, while amazon is "challenging" nvidia.
To challenge nvidia's monopoly in the ai chip field, technology giant amazon is accelerating the development of a new ai chip Trainium2, which has four times the performance and three times the memory capacity compared to the previous generation, and has significant advantages in energy efficiency and cost.
A significant piece of news regarding semiconductors between China and the US has ignited the market! Japanese chip stocks have surged in response. What is going on?
Bloomberg reported that the usa government’s restrictions on selling chip equipment and ai memory semiconductors to china are lighter than expected. After the news broke, shares of chip manufacturing equipment maker tokyo electron ltd. unsponsored adr jumped 10%, marking the largest increase since August last year, while fellow semiconductor equipment manufacturer Kokusai Electric corp. surged 23%.
VanEck Semiconductor ETF Options Spot-On: On November 27th, 109.99K Contracts Were Traded, With 846.61K Open Interest
On November 27th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 109.99K options for the day, of which put options accounted for 69.52% of the total