Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.
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nvidia increases its presence in Southeast Asia: AI research center in Vietnam launched, state-owned enterprise Viettel receives technical support.
Nvidia is accelerating its布局 in Southeast Asia. On Thursday, Nvidia CEO Jensen Huang announced the establishment of an AI R&D center in Vietnam to promote the development of the AI industry in Vietnam by building AI infrastructure, training AI experts, and supporting AI startups. Additionally, Nvidia will acquire the AI division of Vietnam's Vingroup. During regular trading hours on Thursday, Nvidia's stock price increased by nearly 1% at most.
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Tesla's Path To $400: Bank Of America Highlights EV, AI Growth
Tesla rose more than 4% intraday, hitting a new high since April 2022! Bank of America raised its target price to $400.
Renowned analyst John Murphy from Bank of America visited Elon Musk's Tesla Gigafactory in Austin, Texas, USA, and expressed confidence in the growth prospects for 2025 and beyond.
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