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.
The record rise of the US stock market lays the foundation for an increase in December, with Wall Street filled with optimism.
Due to recent outstanding performances and historical trends boosting market sentiment, this year may have even greater upward potential.
Futu Morning Post | S&P hits historic new highs again! It is challenging the strongest annual increase after the millennium; American drone small cap stocks ride on the 'Donald Trump concept', soaring more than 9 times in November.
To add fuel to the December actions, the Governor of the Bank of Japan mentioned that the wage trend is key to raising interest rates; The hottest asset after the US election: the US bitcoin ETF single-month net capital inflow hits a record; It is said that Meta is planning to build a global underwater communication network, with a total investment amount possibly exceeding $10 billion.
US stock market morning session | S&P 500 index hits another all-time high! Semiconductor sector surges! ASML Holding, Applied Materials both rise more than 3%; appointing Trump's eldest son as advisor, drone concept stock UMAC soars 40%
Growth tech stocks are strong, with Tesla up nearly 2%, nvidia up 1.4%, AMD up 0.76%; uranium mining stocks collectively rise, UUUU up over 8%.
US stock market preview | Technology giant microsoft, google facing 'trouble'? US FTC takes action against antitrust! Cryptocurrency concept stocks rise before the market! MSTR up more than 4%
There is hope that the USA will relax chip control, leading to pre-market gains for chip equipment stocks such as asml holding; UMAC, a small cap drone stock in the USA, rose 32% before the market, appointing Trump's son as an advisor.
This month's US stock hot stocks | Is the third wave of AI investment frenzy coming? Applovin soared 93.97% in the month, palantir surged 58.93%; AI electrical utilities demand surged + excellent performance, VST rose 23.66% this month
As of the close of the U.S. stock market on Wednesday, November 27, the three major U.S. indices continued to reach historical highs this month, with the dow jones industrial average rising 7.08%, marking the largest monthly increase of the year.