Weekend Reading | Initiating "AI Physics", NVIDIA quietly lays out its robot technology.
As competition intensifies in the core AI chip business among the highest Market Cap semiconductor companies globally, NVIDIA is betting on robotics technology as a key driver for its next phase of growth.
The competition among major players in AI has intensified: Microsoft takes the lead with an investment of 80 billion dollars.
On January 3, Microsoft President Brad Smith announced that Microsoft plans to invest 80 billion dollars in fiscal year 2025 for the construction of AI computing centers to support AI training and deployment, as well as cloud-based application services.
CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
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Currently, Broadcom holds about 70% of the custom AI Chip market. However, analysts believe that Mywell, with its advantageous position among Cloud Computing customers, greater growth potential, and more attractive valuation, may have the edge in future competition.
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On January 3rd ET, $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$ had active options trading, with a total trading volume of 209.92K options for the day, of which put options accounted
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