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Jensen Huang commented that the AI PC sales are below expectations, and a Lenovo VP responded that the key time for the AI PC replacement trend is this year.
The person in charge of Lenovo's AI PC stated that the wave of upgrading to AI PCs is approaching, with a key timeline of 2025. The penetration rate of AI PCs is expected to reach 40%-50% within the next two to three years, potentially even as high as 80%. In the next three to four years, every PC will become an AI PC.
Novo, Eli Lilly to Dominate Global Pharma Sales in 2025: Report
Costco Powers Past Wall Street Expectations, Boasts Double-Digit E-Commerce Gains
Retail Juggernaut: Costco Keeps Winning Market Share as Gen Y and Gen Z Join the Club
DoorDash Analyst Ratings
Elon Musk Predicts Tesla's FSD Will Surpass Human Driving Safety By Q2 2025
XAI Officially Launches Standalone Grok App on iOS
The "New energy Fund" subsidy has a strong impact! In December, China's sales of New energy Fund vehicles increased by 37.5% year-on-year, with a penetration rate exceeding 50% for five consecutive months in 2024.
The Passenger Vehicle Federation stated that in 2024, the wholesale, production, and export of the passenger vehicle market will all reach annual historical highs, and there is still huge potential for consumer promotion in 2025.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
After Apple Halts 'Hardware' Subscription Plans, Samsung Unveils Similar Strategy For AI-Powered Galaxy Smartphones
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Telsey Advisory Group Maintains Outperform on Costco Wholesale, Maintains $1100 Price Target