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Morgan Stanley: The design of NVIDIA's GB300 has changed, and the AI supply chain will undergo transformation as a result.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Regarding AI, it is reported that Biden has some "new moves" before leaving office!
① The Biden administration plans to streamline the permitting for Geothermal Energy development as part of a broader executive order to enhance AI Datacenter infrastructure, expected to be announced next week. ② This executive order includes establishing competitive procedures for companies building Datacenters on federal land and steps to accelerate the development of Geothermal Energy and nuclear energy.
Significant policy for trading in old for new: up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and Air Conditioners, and up to 0.02 million yuan for Electric Vehicles.
The National Development and Reform Commission stated that by 2025, the total scale of ultra-long special treasury bonds used to support the "two new" will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress. Fu Jinling, Director of the Economic Construction Department of the Ministry of Finance, stated that recently, the central government has allocated 81 billion yuan for the 2025 consumer upgrade fund to support localities in smoothly implementing policy continuity.
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screen is supplied by Samsung Display, with data guidance of 15 million to -20 million units.
Rare! Apple stocks rating has been downgraded to "Sell", with a target price of only 188 dollars.
On Tuesday in Eastern Time, Apple's rating was downgraded by MoffettNathanson from "neutral" to "Sell," with a Target Price of $188, which is about a 22% decline from the current stock price; Analyst Craig Moffett believes the market is "undervaluing" the risks associated with Apple Stocks, and the company's success in the AI sector has already been fully priced in.
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Meta has also begun to embrace freedom of speech! Trump and X are both cheering for it.
①Meta updated the content review method for its social platform on Tuesday, eliminating professional fact-checking and allowing users to post controversial content; ②Zuckerberg claimed that the malicious content defined by the new method would be less, but it could reduce some compliant content and accounts being mistakenly deleted; ③Trump and X welcomed Meta's new policy, which is also seen as a gesture of goodwill from Meta towards Trump.
Is Musk in trouble again? The U.S. regulatory Institutions have launched an investigation into 2.6 million Tesla vehicles.
The USA National Highway Traffic Safety Administration (NHTSA) is investigating 2.6 million Tesla Autos due to several accidents that seem to be related to its "advanced Asia Vets summon" feature; The investigation covers the 2016-2025 Model S and X, the 2017-2025 Model 3, and the 2020-2025 Model Y equipped with full self-driving assistance system.
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
Toyota 'Exploring Rockets,' Kick Off Inventor City: Automaker Ready To Take On Elon Musk
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
Bet on India! Microsoft will reinvest 3 billion dollars to expand AI computing power and cultivate 10 million AI talents by 2030.
Microsoft stated that this expenditure is an additional investment outside the company's recently announced plan to invest $80 billion in building AI Datacenters for the 2025 fiscal year. It will be used to develop a scalable AI computing ecosystem to support AI startups and research Community in India, with a plan to train 10 million people in India to acquire AI skills by 2030.
The largest decline in four months! NVIDIA launched new products at CES and Huang Renxun delivered a stunning speech, why did the stock price still fall?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
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Watching Shares Of Quantum Computing Stocks; Traders Circulate Comments From Jensen Huang Saying He Loves Quantum Computing But Not To Expect A Quantum Computer For 15 Years At The Earliest, Looked At His CFO And Said "But Probably 30 Years Away"
Nvidia Stock Closed Tuesday Down 6% After Hitting All-Time Highs: What Happened?
SoundHound AI Shares Drop Amid Sector Weakness: What's Going On
Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors Evaluate CES...
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