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NVIDIA's Capital Expenditure Revealed: Why Computing Clusters Are AI "Super Competitive Edge"?

With the rapid development of artificial intelligence technology, especially in the fields of deep learning and large-scale data processing, computing power has become one of the key factors driving the progress of AI.
Author
Tomas
2025-02-18 17:49:44
Article

Oracle only has a 3% market share in Cloud Service business. What is the potential for future growth?

In the tide of the technology industry, there are always some companies that can stand firm in the wind and rain, and even continuously evolve to become the backbone of the industry.
Author
Tomas
2025-02-08 12:01:18
Article

Meta up the ante AI and hardware investment, is the growth in the coming years worth looking forward to?

Recently, Meta is increasing its investment in AI and wearable devices, which means it will further promote technological innovation and optimize User Experience.
Author
William
2025-02-08 11:54:00
Article

Palantir's performance and stock price hit new highs, DeepSeek sparks a new wave of AI, and software giants are fully exploding?

Palantir released its Q4 2024 results after the close of trading on February 3rd Eastern Time.
Author
Tomas
2025-02-07 19:07:35
Article

Two major impacts in a week: DeepSeek's explosive popularity and Meta and Microsoft's huge investment. What is the fate of NVIDIA?

The past week can be called a week of "completely changing NVIDIA's fundamentals".
Author
Neve
2025-02-06 19:13:53
Article

AI chip new era: How Broadcom seizes the opportunity after DeepSeek's popularity?

Broadcom's recent performance has attracted many investors, especially those who value high-speed growth.
Author
Maggie
2025-02-06 18:53:43
Article

500 billion Stargate plan: Can Oracle achieve new breakthroughs with this project?

Recently, Trump announced a shocking news - the official launch of the Stargate AI infrastructure project.
Author
Tomas
2025-01-24 15:18:03
Article

From GPUs to physical AI, how can NVIDIA seize future growth opportunities?

NVIDIA is not only the leader in the graphics card field, but also occupies an important position in a bunch of future technology fields such as artificial intelligence, robotics, and Cloud Services.
Author
Max
2025-01-23 16:55:52
Article

Intel soars 9%, can Musk's acquisition rumors help break through the siege?

Recently, Intel has experienced a surge of over 9%.
Author
Max
2025-01-22 18:40:02
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