No Data
From NVIDIA to Broadcom, a "paradigm shift" in the AI Industry.
As AI large models transition from the pre-training phase to the logical reasoning phase, dedicated chips represented by ASICs may gradually replace general-purpose chips represented by GPUs, becoming the "new favorite" of major AI companies. Analysis suggests that if Broadcom's CEO's predictions about the ASIC market are accurate, the AI Business related to Broadcom's ASICs is expected to achieve annual growth of doubling over the next three years.
Analyst Ming-Chi Kuo Says "Nvidia GB300/B300 DrMOS Testing Update: Severe Thermal Issues With AOS, MPS Order Trends May Be Better-Than-Feared" - Medium
Broadcom Shares Are Trading Higher on Continued Momentum From Last Week After Reporting Better-than-expected Q4 Adjusted EPS and Raising Its Quarterly Dividend. Multiple Analysts Raised Their Price Targets Following the Report.
Market Clubhouse Morning Memo - December 16th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META and TSLA)
Understanding Amazon.com's Position In Broadline Retail Industry Compared To Competitors
Evaluating Meta Platforms Against Peers In Interactive Media & Services Industry