GPU and ASIC, by 2028, the total market size of AI accelerators will reach US$380 billion, of which AI GPUs will dominate with a 75% share, and ASICs will account for only 25%.
Nvidia’s new business set to grow its share price
The importance of this article is: the Nvidia’s new business discussed in this article will determine the boundaries of Nvidia’s future market value growth! What kind of new records its stock price can continue to set depends entirely on these new businesses, not the existing old business areas.
How does CUDA strengthen the moat of Nvidia’s monopoly?
Today, many artificial intelligence deep learning frameworks (including Caffe2, Chainer, Databricks, H2O.ai, Keras, MATLAB, MXNet, PyTorch, Theano, and Torch) rely on CUDA to provide support for GPUs.
Top vendors and uses of GPU
2006, Hinton and his student Simon Osindero published an important paper “A Fast Learning Algorithm for Deep Belief Nets” recommends using GPU to increase the speed of training neural networks.
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
Andy’s free tools developed for US stock investment
In this article, here is a list of investor’s must-have, Andy’s free tools developed for US stock investment.
“The Rules of Super Growth Stocks Investing”, my first US stock book, ship worldwide, free shipping to Taiwan
“The Rules of Super Growth Stocks Investing《超級成長股投資法則》” has been published in April 2021. The English title is “The Rules of Super Growth Stocks Investing”. Click here to immediately view the flip-book video of the new book “The Rules of Investing in Super Growth Stocks”. Where to place my order? Please click the link “The Rules … Continue reading ““The Rules of Super Growth Stocks Investing”, my first US stock book, ship worldwide, free shipping to Taiwan”
The reasons for Nvidia’s monopoly and the challenges it faces
Nvidia will continue to focus on the field of artificial intelligence chips
Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics
Nvidiacan be said to be the absolute leader in the hottest major technological fields of our time: artificial intelligence, data center, self-driving car, metaverse, cryptocurrency mining, and professional computer graphics.
Articles set for US stock dummies: resources, tools, books investors must have, ETF tracking broader market, how to trade US stocks?
US stock resources, tools, and books investors must have
My second US stock book released “The Rules of 10 Baggers”, ship worldwide, free shipping to Taiwan
The Rules of 10 Baggers
How does nVidia make money? nVidia is changing the gaming rules
nVidia is changing the gaming rules
The importance of cash, Apple’s experience in using cash
Apple, managed by Steve Jobs, adopted a conservative financial policy and reserved more cash for the company’s research and development and operations. This was not unreasonable at the time, but Cook’s financial management was more efficient.
How GPU farms CoreWeave make money?
CoreWeave’s main business is selling access to data centers and Nvidia’s high-performance GPU chips, which have become the most sought-after resources in the race to develop AI applications.
Risk vs Uncertainty
Risk vs uncertainty: risk is predictable, uncertainty is not. Risk refers to a known probability, which can be measured as long as there is a number. You can use it as a basis for assessing risk. Risk is predictable, uncertainty is not.
The world’s most well-known oligopoly companies
a monopoly is basically certain to make money because there is only one company that controls the entire market, but an oligopoly is not necessarily certain to make money because there are multiple companies sharing the market.
How many stock investors are there in each country around the world?
According to the results of the Gallup census in 2024, 62% of Americans are stock investors; there are 220 million individual investors who have opened accounts in the history of China’s A-shares; according to data from the Taiwan Stock Exchange, the cumulative number of accounts opened by the end of 2023 was 12.51 million.
Memory is an edge to investment success
The quality of memory is also a part of an investor’s circle of competence.
Top 10 Robotics Companies in the World
Top 10 Robotics Companies in the World at the forefront of this revolution, leading the way in manufacturing, automation, and machine learning applications
“Die Kunst des klaren Denkens”
The book “Die Kunst des klaren Denkens” topped the Der Spiegel bestseller list for a long time as soon as it was published in Germany.
How important is semiconductor industry to Taiwan?
Taiwan’s semiconductor industry accounts for 15% of Taiwan’s GDP. Taiwan produces more than 60% of the world’s semiconductors and more than 90% of the most advanced semiconductors. Semiconductors are the largest sub-category of the Taiwan stock market, accounting for 27.02%.
2025 Berkshire Shareholder Meeting transcript and video
Video and transcript of the 2025 Berkshire Shareholder Meeting