Google CEO Asks Employees to Brace for Challenging 2025
OpenAI's For-Profit Transition, Trump's AI Advisor, And Google's Code Red: This Week In AI
Microsoft Stock Vs. Meta Platforms Stock: Billionaires Are Buying One and Selling the Other
Weekend Reading | 2025 Computing Mainstream: ASIC VS GPU
Morgan Stanley stated that the rise of ASIC does not mean the decline of GPUs. On the contrary, these two technologies will coexist for a long time, providing optimal solutions for different demand scenarios.
Year-end review of the US stock market: The seven giants continue to surge, and investors prepare for Trump 2.0.
In 2024, the US stock market is driven by the AI boom, the Federal Reserve's interest rate cuts, and strong economic growth, with the three major indices reaching new highs: the S&P 500 Index up 25% for the year, the Nasdaq Composite Index up 31% for the year, and the Dow Jones up 14% for the year; following Trump's return, a series of policies are expected to create huge waves, and the Federal Reserve's comments indicating a slowdown in interest rate cuts have already disturbed the market.
Weekend Read | In the new era of AI, will NVIDIA be challenged?
Excluding Google, 98% of the Global AI workloads are running on NVIDIA chips; Google and Amazon's chips currently face their own issues and pose no challenge in the short term; the shortage of data is a false proposition, as data can be synthesized for continued training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which could be a turning point for the Industry.