The market has strong demand for artificial intelligence chips, and AMD’s newly released artificial intelligence chip MI 300 series products are regarded as another option to break Nvidia’s monopoly in this area, and have won immediate purchase order from several of the largest customers in the market.
Tag: AMD
How does the ubiquitous Arm make money?
Without Apple, there would be no Arm
The reasons for Nvidia’s monopoly and the challenges it faces
Nvidia will continue to focus on the field of artificial intelligence chips
The artificial intelligence bubble in the capital market is forming
How did the AI bubble form? Inexplicably soared In the past six months or so, countless listed companies have nothing to do with AI at all, but only issued a press release stating that they have established commercial cooperation with the popular Nvidia, Microsoft, or OpenAI, and the investors are not clear. In this case, … Continue reading “The artificial intelligence bubble in the capital market is forming”
Investing in turnaround stocks is hard
There are very few turnaround stocks with poor prospects that can be successfully transformed or revived, and the very few cases that have been successfully revived have been turned into movies
Traitorous Eight, the origin of the semiconductor and venture capital industries
The birth of Silicon Valley, and the technology industry as we know it now, actually started with these Traitorous Eight who deviated from the norm.
Major artificial intelligence companies in US stocks market
Generative artificial intelligence, Barriers to Entry Are Too High
Data center, a rapidly growing semiconductor field
A data center is not a chip, it is a suit of solution.
TSMC gets emerging and serious challenges
TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
Commercial-oriented firms perform better in recessions
U.S. stocks have rebounded a lot from the bottom of the bear market in June. Many investors believe that the worst time has passed; but the reality is not so optimistic. But there is another important point in this article — commercial-oriented companies are more resilient to recessions.