AI Chips - Page 6

AI Chips

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The AI Revolution: Why Software Could Surpass Silicon in Value

Cathie Wood envisions a future where AI software, not hardware, drives significant economic value. Ark Investment focuses on AI software investments, with notable stakes in Tesla, Palantir, Amazon, and emerging AI titans like OpenAI and Anthropic. C3.ai stands at the forefront of

2 March 2025

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Intel’s AI Ambitions Crumble: Is This the End of the Road for Gaudi Chips?

Intel’s pursuit of the AI accelerator market has faced significant challenges since acquiring Habana Labs in 2019. The company missed its sales target of $500 million for AI chips in 2022, while competitors like Nvidia achieved substantial success. Despite implementing price reductions

2 February 2025

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Is Nvidia About to Skyrocket Again? Here’s What You Need to Know

The Magnificent Seven stocks have outperformed the S&P 500 in 2024, driven by strong tech sector performance. DeepSeek, a new AI chatbot from China, has raised concerns about competition for Nvidia, causing a significant stock drop. Despite the reaction to DeepSeek, Nvidia’s

2 February 2025

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Meta’s Bold AI Investment: What You Need to Know for 2025

Meta Platforms plans a major investment of $65 billion in AI infrastructure by 2025. This investment marks a 60% increase from previous projections, indicating a strong commitment to AI technology. The company will utilize 1.3 million GPUs to enhance its data centers,

1 February 2025

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Will Trump and Nvidia’s CEO Decide the Future of AI Chip Exports?

President Trump is meeting with Nvidia CEO Jensen Huang to discuss the future of AI and semiconductor technology. This meeting comes as the U.S. considers tightening export regulations on AI chips to China. Nvidia is at the forefront of the global competition

1 February 2025

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Trump and Nvidia’s CEO Meet to Shape the Future of AI: What You Need to Know

Trump and Nvidia’s CEO discussed AI’s economic potential during a significant White House meeting. The dialogue follows recent AI export restrictions imposed by the Biden administration, raising industry concerns. Trump aims to promote U.S. innovation and reassess export controls to compete with

31 January 2025

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Is Nvidia’s Skyrocketing Success Hiding a Major Risk? Find Out

The stock market in 2024 has seen remarkable growth, with indices like the Dow Jones and S&P 500 at all-time highs, largely driven by advancements in AI technology. Nvidia, a leader in AI, has evolved from gaming GPUs to a dominant player

31 January 2025

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Samsung’s AI Chips Are Here: Is This the Start of a Game-Changer for Nvidia?

Samsung Electronics has received approval to supply HBM chips to Nvidia, marking a significant milestone in the chip market. The focus is on Samsung’s 8-layer HBM3E chips for Nvidia’s less powerful AI processors aimed at China. Despite being less advanced than SK

31 January 2025

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Nvidia’s Meteoric Rise: Will the Tech Giant’s Q3 Earnings Fuel More Gains?

Nvidia’s stock has soared nearly 200% this year, with a 40% rise since early September. Upcoming Q3 results are highly anticipated, with analysts forecasting EPS to rise to $0.74 and revenue to hit $33.2 billion. The Data Center segment is expected to

30 January 2025

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Nvidia Stock Crashes, But Investors See This as Their Golden Arrow

Nvidia’s stock dropped 17%, causing a loss of nearly $600 billion in market value. Retail investors viewed the sell-off as a golden opportunity, investing a record $562 million in shares. Long-term investors remain confident in Nvidia’s technology and growth, emphasizing the importance

30 January 2025

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Can AMD Bounce Back? Here’s Why Investors Are Eyeing This Undervalued Chipmaker

AMD’s stock has fallen 35% this year, in contrast to the flourishing semiconductor sector driven by AI. Despite holding only 5% of the AI chip market, AMD is strategically positioning itself for recovery. The personal computer market is expected to grow by

30 January 2025