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With the arrival of the Trump 2.0 era, what big changes will the technology industry in the USA face?
①Without a doubt, Musk will be the biggest beneficiary; ②With the heads of the SEC and FTC being 'fired', the cryptos industry, technology giants such as Apple, are expected to see a bullish trend; ③Google will be an exception.
Will the chip industry face more challenges with Trump's election?
Since the elected president Donald Trump took office, the USA has been using trade restrictions and sanctions to contain china's technological progress. Now that Trump has returned to the White House, the semiconductor war between USA and china may escalate further.
Express News | Huang Renxun will attend the NVIDIA AI Summit Japan to discuss AI and accelerated computing with Masayoshi Son.
Goldman Sachs reiterates a "buy" rating on Nvidia (NVDA.US) in view of AI infrastructure supply still lagging behind demand.
Goldman Sachs released a report stating that before nvidia (NVDA.US) disclosed its third quarter performance, the bank reiterated its "buy" rating and included it in the americas' "conviction buy" list. Although the bank expects that the first quarter performance to be disclosed by the company in April next year will be the truly "breakthrough" quarter, as it anticipates significant positive adjustments to earnings per share due to progress in Blackwell and improvements in the supply side conditions at that time. The bank believes that despite the ongoing controversy surrounding nvidia's customer return on investment (ROI) and its impact on future AI infrastructure capital expenditures, the positive earnings per share revisions by the company are expected to boost the stock.
Nvidia Stock Prices to Watch as AI Darling Becomes World's Most Valuable Company
One of the big winners of the AI boom, Arm (ARM.US), saw a sharp 23% increase in royalties, but performance expectations did not bring any surprises.
Overall chip demand may be dampened by smart phone, Arm predicts lukewarm, with the middle of the sales outlook range lower than expected; after announcing performance, the company's stock price fell in after-hours trading.