$NVIDIA(NVDA)$ 's accelerated computing and simulation technologies, along with $ABB Ltd(ABB)$ 's robotics, have removed the last barriers to making industrial and physical AI a reality at a global scale by closing the sim-to-real gap.
I note that $Meta Platforms, Inc.(META)$ will deploy 6 gigawatts of $Advanced Micro Devices(AMD)$ -based data centre capacity, covering the MI450 accelerator and subsequent generations. The deal is valued at tens of billions of dollars, with reports indicating it could reach up to $60 billion in the medium term. As part of the agreement, $Advanced Micro Devices(AMD)$ is issuing $Meta Platforms, Inc.(META)$ performance-based warrants to acquire 160 million shares of common stock (roughly 10% of the company); these warrants vest in tranches, with final tranches tied to milestones including
The DOW is above 50k, which isn't bad considering stimulus is being removed via government spending cuts. I'm hoping $NVIDIA(NVDA)$ runs up ahead of earnings. Long term player.
Analysts assign a strong buy rating to NVDA. Market sentiment shows they view $NVIDIA(NVDA)$ as central to the AI boom, with growth prospects outweighing valuation concerns.
$Advanced Micro Devices(AMD)$ is growing faster than gold, with the snowball effect underway. It might hit 600$ sooner than expected. What do you think?
$Advanced Micro Devices(AMD)$ riding high on the AI wave, Daiwa analyst doubles down with Buy rating and $300 target. Surging demand for data center GPUs fuels market share gains, stock already up 70%+ YTD