TSMC predicts that the company's profits will hit another new high in 2025.

Nvidia's earnings report will be released on Wednesday.

The Goldman Sachs strategy team recently listed Google and Apple as the "most promising targets."

Sources say that Nvidia's new GPU may be named 6000D or B40.

As of 12:30 noon New York time, retail investors 'net purchases of U.S. stocks in a single day reached US$4.1 billion.

The capital flow of the global technology industry has never been so highly concentrated on the same track-artificial intelligence.

Bank of America analyzed that semiconductors, as a core area that accounts for 50% of the total global chip demand, discussions on its terminal market structure will directly affect corporate strategies and capital flows.

This amount not only exceeds the group's total in this field in the past ten years (approximately 300 billion yuan), but also sets a record for the largest single investment in AI and cloud computing infrastructure by China private enterprises.

The investment boom in artificial intelligence by big technology companies will continue until the end of 2030.

Although the seven sisters as a whole are still regarded as an important force in the market, the performance differentiation among their internal members has become increasingly obvious.

For more news, Hawk Insight brings you one article.

Who said AI infrastructure is over?

This round of financing has significantly increased xAI's valuation, which is expected to reach US$50 billion.

Integration of the artificial intelligence market is welcome.

Last Friday, the market was surprised that "buy Broadcom, sell Nvidia".

Hawk Insight gives you an article to take stock of what breakthroughs will be made in artificial intelligence in 2024?

Wu Enda's views coincide with Goldman Sachs 'latest research report.

Google Chrome, facing a spin-off, still has time to take over.

The financial report that the whole world is waiting for has finally come out.

As one of the original partners in founding OpenAI, Musk had long "predicted" that OpenAI would eventually "deviate from its original intention" and turn to for-profit institutions.