Analyst 2025 Annual Outlook: Where is the chip competition heading? What are the next opportunities for the giants?
"Will the highlights of Technology in 2024 continue?"
The competition among major players in AI has intensified: Microsoft takes the lead with an investment of 80 billion dollars.
On January 3, Microsoft President Brad Smith announced that Microsoft plans to invest 80 billion dollars in fiscal year 2025 for the construction of AI computing centers to support AI training and deployment, as well as cloud-based application services.
Mag 7? More Like 'Mag 1' as Nvidia Dominates the Megacap Club in 2024
Does GOOGL Stock Have Further Room to Run?
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Weekend Reading | After cold eyes and sarcasm, Google's AI large model turnaround.
In 2023-2024, the only event that could cause such ups and downs in Google's fate is the currently most watched new track - large models. Google has faced much disdain and ridicule in the arena of large models.