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NVIDIA suppliers: If the Datacenter Business slows down, AI phones will support the chip Industry.
① NVIDIA supplier Advantest, which controls more than half of the Global Semiconductors testing market, issued a warning; ② The company's CEO is paying attention to whether spending by large Technology companies in the USA on AI is slowing down, which may affect the chip supply chain. ③ However, Lefever believes that demand for AI Smart Phones could partially offset the impact of the Semiconductors Industry downturn, which will not last long.
'Stressed' Amazon Driver Dumps 80 Packages In Massachusetts Woods Amid Christmas Holiday Rush
2024 Major Events in AI: Ten Highlights Make This Year a Milestone Year.
In the human world, a year has passed, and the AI world has undergone tremendous changes! In 2024, the AI field can be described as having a "low start and high ascent," completely innovating various domains.
The "Technology Spring Festival Gala" CES 2025 is coming soon! AI remains the focus, and NVIDIA, AMD, and Intel may release new products.
From January 7 to 10, 2025, the 2025 CES Global Consumer Electronics Show will be held in Las Vegas, USA. This year's theme is: "Dive In."
'Godfather Of EVs' Warns Against Hybrid Focus As China Leads EV Race: 'Tariffs Just Make Indigenous Industry Lazy'
Google (GOOGL.US) Waymo's overseas autonomous driving first test is based in Tokyo, but experts recommend rural areas to be prioritized first.
Waymo's autonomous Autos testing should be conducted in areas outside of Tokyo.
NVDA Could Go Up To $170 In Q1 After Breaching $145 Level As Traders Turn Bullish On Jensen Huang's AI Giant
Tesla Exec Says 'We Will Be Ready' To Efficiently Produce Autonomous Vehicles As Shanghai Megafactory Nears Completion
Deutsche Bank predicts that fourth-quarter deliveries will fall short of expectations, but do the passionate Tesla fans still care?
Deutsche Bank Analysts Edison Yu and **** Dong stated that the fourth quarter "is Tesla's largest delivery quarter," but "so far, we believe the delivery volume is slightly below" the expected annual growth of 0.515 million vehicles - whether Tesla can reach this target in the fourth quarter and achieve annual growth is still in question.
Cui Dongshu: From January to November, China imported 640,000 Autos, a year-on-year decrease of 11%.
The import volume of autos in China has continued to decline at an average annual rate of about 8% from 1.24 million units in 2017, reaching only 0.8 million units by 2023. In the period from January to November 2024, auto imports were 0.64 million units, a year-on-year decrease of 11%.
NVIDIA has become the favorite among retail investors, with retail funds increasing by nearly 900% over the past three years.
Traders are flocking to the AI darling, with NVIDIA receiving nearly 30 billion dollars from retail investors this year.
Musk initiated a revolution in manufacturing, but no one noticed.
The CEO of Launch I/O stated that Tesla designs, tests, and perfects its factories just like it does with its Autos, setting specifications and performance Indicators. This focus on manufacturing efficiency will significantly reduce production costs, potentially approaching zero: "I believe many people are not paying enough attention to this. In the future, whether it's the Cybertruck or the Optimus Siasun Robot&Automation, this method will be used for production."
NVIDIA's year-end blockbuster! The brand new B300 is designed for the o1 inference large model, and the RTX 5090 has also been revealed.
According to the leak from SemiAnalysis, starting from the third quarter, many AI giants have shifted their Orders from B200 to B300 (only Microsoft continued to purchase some B200 in the fourth quarter).
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
What is the outlook for the Federal Reserve's interest rate cuts in 2025? Trump's policies still impose significant uncertainty.
Currently, the Federal Reserve may need to see the impact of the series of economic policies, including import tariffs, proposed by President-elect Donald Trump before it can raise its forecasts for inflation and interest rate changes in the first half of next year.
The market for Trump's "inaugural Fund" is booming: donations from the USA business community are expected to set a new historical record.
① Business leaders are donating to Trump's inauguration, and the total fundraising is expected to set a historical record; ② Trump boasts that everyone wants to be his friend, while his aides say the donations also provide an opportunity for past corporate executives to apologize for their lack of loyalty; ③ It is reported that those who donate 1 million dollars or raise 2 million dollars will receive six event tickets to participate in a series of events arranged by the Trump team.
Can U.S. stocks continue to rise? Research institutions say it depends on the performance of U.S. bonds and the dollar.
Tom Essaye, the founder of Sevens Report Research, pointed out in this week's report that based on recent trading levels, the dollar currently poses only a "slight" resistance to U.S. stocks, while the 10-year U.S. Treasury yield presents a "moderate" resistance; if the dollar and bond yields continue to rise from now on, it will cause greater trouble for U.S. stocks.
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
NVIDIA (NVDA.US) is being heavily favored by retail investors! In 2024, the net Buy exceeded 30 billion dollars.
According to Vanda Research, retail investors have invested nearly 30 billion dollars in NVIDIA Stocks this year. As of December 17, it has become the stock with the highest net Buy by retail investors in 2024.
Express News | U.S. stock night trading: WSB Concept stock GameStop rises over 7%; Tesla continues to rise over 1%, MSTR rises over 2%.