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Weekend Reading | Jensen Huang's new story = RTX 5090 + "Three Major Computing Systems"?
NVIDIA transformed CES into "GTC." On January 7, Peking time, Jensen Huang delivered a keynote speech at the 2025 CES, discussing computing and AI, with a significant portion being revisions and supplements to last year's GTC, including NIM microservices, the Omniverse virtual world, among others, but the RTX 50 series graphics cards made their debut.
What will happen on the first day of Trump's presidency?
Over the weekend, multiple significant pieces of news about Trump were reported!
Has the Federal Reserve's rate-cutting cycle possibly ended.
In December, the non-farm payroll employment in the USA exceeded expectations, and the unemployment rate was also lower than expected. The "New Federal Reserve News Agency" commented that the employment report shuts the door on a rate cut in January.
Liquidity "stress test": When will the Federal Reserve end the reduction of its balance sheet?
SWHY believes that the "normalization" of the Federal Reserve's unconventional MMF policy has a certain order, but it cannot be mechanically referenced to historical experience, as the opening of the interest rate cut cycle does not necessarily mean that the end of balance sheet reduction is just around the corner. The guiding principle for the Federal Reserve's balance sheet reduction is to change the state of reserve supply from "excess" to "adequate," which means that it should end the reduction before reaching a "shortage."
After the non-farm payroll report hit hard, Wall Street is "dizzy": Is the Federal Reserve pausing interest rate cuts, or completely not lowering them at all?
① The unexpectedly high figures have prompted Wall Street Analysts to adjust their determinations on the USA Federal Reserve's interest rate cuts; ② A relatively unified opinion is that there is no possibility of an interest rate cut in this month's meeting, nor is it very likely in March, with significant differences in determinations afterward; ③ At this critical moment, USA Consumer inflation expectations have sharply risen, and Biden has again demonstrated the White House's ability to stir up the Energy market before leaving office.
The humanoid robot standing next to Jensen Huang is entering the ChatGPT moment.
This is an important breakthrough for embodied intelligence because it helps Siasun Robot&Automation tackle one of the biggest bottlenecks on the path to generalization: the problem of 'scarcity of high-quality data,' creating realistic environments and perceiving objects for humanoid robots.
Meta CEO Says White House Berated Staff to Remove Posts, Trump Will Be Good for Tech
Stock Market's Big Battle This Week: Yields 1, AI 0
Executive Reshuffles: META, LUV, CCI and WPM
Data Center Infrastructure Revenue to Reach $282B in 2024, Capacity to Triple by 2030
Trending Stocks Amid Jittery Week for Wall Street
C-3PO Dreams: Tesla Aims to Sell Humanoid Robots to Consumers in 2026
Nvidia at CES: Hit or Flop?
Notable Analyst Calls This Week: Tesla, Apple and Boeing Stocks Among Top Picks
Wall Street's Tough Week Pushes S&P 500 Into Negative Territory for the New Year
Here's the 'Secret Sauce' for S&P to Notch Another Double-digit Gain
President Biden Criticizes Meta's Plan to End Fact-checking
CES Focused on AI and Accelerated Compute. These Companies Are Likely to Benefit.
Elon Musk Expects 20-30 Patients to Receive Upgraded Neuralink Brain Implants This Year
Apple Intelligence Has Failed to Boost iPhone Sales: Ming-Chi Kuo