What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...

① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.

cls.cn10:27

2nm, is the winner already determined?

Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.

Observations on the Semiconductors IndustryDec 15 15:31

Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.

From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.

Zhitong Finance34minutes ago

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cn14:52

Puyin International: The AI wave of 2025 will redefine the Global Technology future.

The growth momentum of the Technology Industry in 2024 is expected to continue into 2025.

Zhitong Finance13:33

The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.

Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.

wallstreetcn08:46