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.
Texas Instruments Incorporated (NASDAQ:TXN) Is Favoured by Institutional Owners Who Hold 89% of the Company
Japan will allocate nearly 10 billion dollars again to support the semiconductor industry by increasing investments in chip production and AI.
Japan will allocate an additional 1.5 trillion yen (9.9 billion US dollars) to promote its semiconductor and ai business, including funding for the chip foundry Rapidus.
The Trump economic team may have internal discord, and the key agenda still needs the "understanding king" to make the final decision!
Analysts state that the Trump team's characterization of the economic policy as 'the opponent team' is almost accurate, and the strong opposition between Besant and Lutnik has been publicly reported.
Express News | LeddarTech Announces Presence at Ces 2025, Las Vegas: Demonstrating Their Latest AI-Driven Automotive Software in Collaboration With Arm and Texas Instruments
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
Texas Instruments Unusual Options Activity
Analog Devices Climbs After Double-digit Q4 Growth; Semi End-markets Recovering?
The Trump Cabinet 2.0 "Dream Team" is unveiled! Understand the economic views of the officials in one image.
The major team of Trump's Cabinet 2.0 has gradually taken shape, characterized by: first, loyalty is prioritized, and overall policy inclination is largely consistent with Trump; second, many candidates come from the business and financial sectors; third, the attitude towards China is generally tough.
Analog Devices Stock Surges on Earnings Beat as Bookings Improve -- Barrons.com
Moody's: During Trump's presidency, increased market uncertainty has become a certainty.
Gelonghui November 26 | Moody's senior economist Katrina Ell said that Trump's announcement of tariffs on major trading partners on social media reminds people how much turbulence his presidency may cause to the market.
Intel Leads Chips Mostly Higher in Holiday Shortened Week
Citi Maintains Texas Instruments(TXN.US) With Buy Rating, Maintains Target Price $235
Texas Instruments Poised for Strong Growth: Buy Rating Reiterated With 18.7% Upside Potential
Huang Renxun discusses the current situation of AI: It will still take several years to achieve 'highly reliable.'
Jensen Huang believes that we are still "years away" from a highly trustworthy AI system. The entire industry is also rethinking how to train models more effectively with limited data and resources.
With 89% Ownership, Texas Instruments Incorporated (NASDAQ:TXN) Boasts of Strong Institutional Backing
Fed's Bowman Says Regulators Shouldn't Rush to Contain AI
A visual overview of the Trump 2.0 policy timeline! What investment opportunities are worth paying attention to?
Analysis indicates that Trump 2.0's policy may still be within the framework of 1.0, but the pace may accelerate, and domestic and foreign policies may become more assertive. Trump may be more firm in practicing the "America First" principle, implementing tougher immigration and trade policies.
Wells Fargo Initiates Texas Instruments(TXN.US) With Hold Rating, Announces Target Price $215
Wells Fargo Initiates Texas Instruments at Equalweight With $215 Price Target