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.
Category: Cloud computing
Why China and Russia immune from global IT crash? Why does it happen? What is the impact?
A serious error in the CrowdStrike security software caused automatic updates to be pushed to computers and terminal devices using Microsoft Windows systems around the world, causing computers and terminal devices to crash. Global IT crash happen!
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.
Why software underperforming amid the AI craze?
Since 2024, the growth performance of semiconductor and hardware device stocks has exceeded that of software stocks by 30%. MongoDB, Workday, Adobe, Saifushi, Snowflake and other well-known software stocks have seen their stock prices crash repeatedly during this artificial intelligence trend.
AI PC is changing the PC supply chain and ecosystem
The artificial intelligence personal computer (AI PC) market will not explode immediately, because for artificial intelligence personal computers to be popularized, hardware, software and various application services must cooperate with each other for this to happen, otherwise it will be in vain.
Artificial intelligence (AI) benefits industries
This article will discuss the industries and manufacturers that have benefited significantly from the trend of generative artificial intelligence (AI) in the past year and a half in the short term.
How Vertiv, share price return 2.5 times of Nvidia, make money?
As of May 20, 2024, Vertiv’s stock price return in the past year exceeded 501%, surpassing the 204% of Nvidia, the king of artificial intelligence chips, and can be called the low-key growth champion of the US stock market.
How does database monopoly Oracle make money? What are the prospects?
Missing out on cloud computing has created a serious disconnect between the former second-largest software company and the mainstream software market, which has also affected Oracle’s stock price performance in the past two decades.
How perform well and high growing CrowdStrike makes money?
CrowdStrike’s main competitors Palo Alto Networks and Fortinet have solutions that focus on network security protection in the old era, while Zscaler focuses on Cybersecurity in the cloud.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.
