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LAWsg

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2021-04-24

Spac!?

SoftBank SPAC in talks about $2bn merger with location start-up Mapbox

2021-04-21

It's time to cancel my citibank acc then...

Sorry, the original content has been removed

2021-04-26

Google still a great company to invest;)

Sorry, the original content has been removed

2021-04-20

So should hold on NVIDIA now?

Why Intel Investors Should Worry About NVIDIA's New Data Center Chips

Go to Tiger App to see more news

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Getty Images</span></p>\n<p>When Google parent Alphabet Inc. reports first-quarter earnings on Tuesday, the bottom-line should be stout with advertising sales.</p>\n<p>The same can't be said for its prospects on the regulatory front.</p>\n<p>Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) is expected to show revenue growth of roughly 25% from last year, when the COVID-19 pandemic caused some companies to immediately cut off their advertising budgets to preserve cash. The company's sales are largely dependent on sales of advertisements on its search engine, YouTube and other websites, which have made it dominant in the online-ads industry.</p>\n<p>That dominance has led to scrutiny, however. On Wednesday, Wilson White, senior director of public policy and government relations, became the latest Google executive to be roughed up by a congressional committee. Members of the Senate Judiciary's Subcommittee on Competition Policy, Antitrust, and Consumer Rights, as well as witnesses, roughed up Wilson and Apple's chief compliance officer over their company's respective app stores.</p>\n<p>Jared Sine, chief legal officer at Match Group Inc. <a href=\"https://laohu8.com/S/MTCH\">$(MTCH)$</a>, claimed Google called Match the night before his testimony became public to press why his testimony differed from Match's comments in its latest earnings call. Sen. Richard Blumenthal, D-Conn., quickly jumped on the call as \"potentially actionable.\"</p>\n<p>White deemed the call \"an honest question\" and didn't consider it a threat. \"We would never threaten our partners,\" he said, because they are the lifeblood of the Google Play app store.</p>\n<p>Still, the accusation by a developer and scolding from a politician manifested what has become a narrative over the past two years for Google: That it has engaged in anticompetitive business practices with its search business, leading to multiple lawsuits from the Justice Department and states , as well as investigations overseas.</p>\n<p>It hardly seems to matter, however, with advertising revenue on the rise for market leaders Google, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB), Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and others. Even Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> -- which is planning a change to its operating system seen as detrimental to ad-based revenue models .</p>\n<p><b>What to expect</b></p>\n<p>Earnings: Alphabet on average is expected to post earnings of $15.66 a share, up from $13.48 a share expected at the beginning of the quarter, based on 37 analysts surveyed by FactSet. Alphabet reported earnings of $9.87 a share in the same quarter a year ago. Estimize, a software platform that uses crowdsourcing from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of $15.59 a share.</p>\n<p>Revenue: Wall Street expects revenue of $51.4 billion from Facebook, according to 30 analysts polled by FactSet. That's up from the $48.1 billion forecast at the beginning of the quarter and $41.2 billion reported a year ago. Traffic-acquisition costs are estimated at $9.1 billion, which would give Alphabet revenue of $43.1 billion when extracted; by that standard, Alphabet reported sales of $33.7 billion a year ago . Estimize expects revenue of $42.1 billion after removing traffic-acquisition costs.</p>\n<p>Stock movement: Alphabet stock has declined following three of the past seven earnings reports. The shares are up 31% in 2021, and 80% over the past 12 months, through Wednesday's close of market. By comparison, the broader S&amp;P 500 index has gained 11% and 47%, respectively.</p>\n<p><b>What analysts are saying</b></p>\n<p>Google's good fortunes reflect a rebounding ad market and spikes in search spending, Cowen analyst John Blackledge concluded in an April 14 note that hiked the company's price target to $2,600 from $2,400, while maintaining an outperform rating.</p>\n<p>Blackledge predicts Google search revenue will jump 45%, year-over-year, up from a 28% increase in the previous quarter.</p>\n<p>J.P. Morgan analyst Doug Anmuth rates Google as his top pick, and the next likely tech company to top $2 trillion in market value. (As of Friday, Alphabet was worth $1.5 trillion.)</p>\n<p>\"We remain positive on improving top &amp; bottom line trajectory andpotential for bigger capital returns,\" Anmuth said in an April 19 note. \"Google Search remains a sizable driver of value at 58% of our [sum of the parts evaluation], or more than $1T in value, with Google's next growth drivers YouTube &amp; Cloud representing 22% &amp; 14%.\"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google’s earnings expected to be bright despite dark antitrust clouds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle’s earnings expected to be bright despite dark antitrust clouds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/googles-earnings-expected-to-be-bright-despite-dark-antitrust-clouds-11619196893?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet earnings preview: High expectations for ad revenue despite a spotlight from politicians, regulators\nGoogle parent Alphabet Inc. is scheduled to report first-quarter earnings on Tuesday ...</p>\n\n<a href=\"https://www.marketwatch.com/story/googles-earnings-expected-to-be-bright-despite-dark-antitrust-clouds-11619196893?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.marketwatch.com/story/googles-earnings-expected-to-be-bright-despite-dark-antitrust-clouds-11619196893?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129363525","content_text":"Alphabet earnings preview: High expectations for ad revenue despite a spotlight from politicians, regulators\nGoogle parent Alphabet Inc. is scheduled to report first-quarter earnings on Tuesday afternoon. Getty Images\nWhen Google parent Alphabet Inc. reports first-quarter earnings on Tuesday, the bottom-line should be stout with advertising sales.\nThe same can't be said for its prospects on the regulatory front.\nAlphabet $(GOOGL)$(GOOGL) is expected to show revenue growth of roughly 25% from last year, when the COVID-19 pandemic caused some companies to immediately cut off their advertising budgets to preserve cash. The company's sales are largely dependent on sales of advertisements on its search engine, YouTube and other websites, which have made it dominant in the online-ads industry.\nThat dominance has led to scrutiny, however. On Wednesday, Wilson White, senior director of public policy and government relations, became the latest Google executive to be roughed up by a congressional committee. Members of the Senate Judiciary's Subcommittee on Competition Policy, Antitrust, and Consumer Rights, as well as witnesses, roughed up Wilson and Apple's chief compliance officer over their company's respective app stores.\nJared Sine, chief legal officer at Match Group Inc. $(MTCH)$, claimed Google called Match the night before his testimony became public to press why his testimony differed from Match's comments in its latest earnings call. Sen. Richard Blumenthal, D-Conn., quickly jumped on the call as \"potentially actionable.\"\nWhite deemed the call \"an honest question\" and didn't consider it a threat. \"We would never threaten our partners,\" he said, because they are the lifeblood of the Google Play app store.\nStill, the accusation by a developer and scolding from a politician manifested what has become a narrative over the past two years for Google: That it has engaged in anticompetitive business practices with its search business, leading to multiple lawsuits from the Justice Department and states , as well as investigations overseas.\nIt hardly seems to matter, however, with advertising revenue on the rise for market leaders Google, Facebook Inc. (FB), Amazon.com Inc. $(AMZN)$ and others. Even Apple Inc. $(AAPL)$ -- which is planning a change to its operating system seen as detrimental to ad-based revenue models .\nWhat to expect\nEarnings: Alphabet on average is expected to post earnings of $15.66 a share, up from $13.48 a share expected at the beginning of the quarter, based on 37 analysts surveyed by FactSet. Alphabet reported earnings of $9.87 a share in the same quarter a year ago. Estimize, a software platform that uses crowdsourcing from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of $15.59 a share.\nRevenue: Wall Street expects revenue of $51.4 billion from Facebook, according to 30 analysts polled by FactSet. That's up from the $48.1 billion forecast at the beginning of the quarter and $41.2 billion reported a year ago. Traffic-acquisition costs are estimated at $9.1 billion, which would give Alphabet revenue of $43.1 billion when extracted; by that standard, Alphabet reported sales of $33.7 billion a year ago . Estimize expects revenue of $42.1 billion after removing traffic-acquisition costs.\nStock movement: Alphabet stock has declined following three of the past seven earnings reports. The shares are up 31% in 2021, and 80% over the past 12 months, through Wednesday's close of market. By comparison, the broader S&P 500 index has gained 11% and 47%, respectively.\nWhat analysts are saying\nGoogle's good fortunes reflect a rebounding ad market and spikes in search spending, Cowen analyst John Blackledge concluded in an April 14 note that hiked the company's price target to $2,600 from $2,400, while maintaining an outperform rating.\nBlackledge predicts Google search revenue will jump 45%, year-over-year, up from a 28% increase in the previous quarter.\nJ.P. Morgan analyst Doug Anmuth rates Google as his top pick, and the next likely tech company to top $2 trillion in market value. (As of Friday, Alphabet was worth $1.5 trillion.)\n\"We remain positive on improving top & bottom line trajectory andpotential for bigger capital returns,\" Anmuth said in an April 19 note. \"Google Search remains a sizable driver of value at 58% of our [sum of the parts evaluation], or more than $1T in value, with Google's next growth drivers YouTube & Cloud representing 22% & 14%.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372546559,"gmtCreate":1619229741371,"gmtModify":1704721564724,"author":{"id":"3581895000030185","authorId":"3581895000030185","name":"LAWsg","avatar":"https://static.tigerbbs.com/ce75cf6ce78ee54446f8acf5b6048680","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Spac!?","listText":"Spac!?","text":"Spac!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/372546559","repostId":"1129095305","repostType":4,"repost":{"id":"1129095305","pubTimestamp":1619191066,"share":"https://www.laohu8.com/m/news/1129095305?lang=&edition=full","pubTime":"2021-04-23 23:17","market":"us","language":"en","title":"SoftBank SPAC in talks about $2bn merger with location start-up Mapbox","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095305","media":"Sky News","summary":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based M","content":"<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667ca3f64b0a88847ecea6eeb2ee7eb1\" tg-width=\"2048\" tg-height=\"1152\"><span>SoftBank chief executive Masayoshi Son</span></p>\n<p>A ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.</p>\n<p>Sky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.</p>\n<p>A US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.</p>\n<p>Investment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.</p>\n<p>Although Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.</p>\n<p>Mapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.</p>\n<p>It was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.</p>","source":"lsy1619191032898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoftBank SPAC in talks about $2bn merger with location start-up Mapbox</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoftBank SPAC in talks about $2bn merger with location start-up Mapbox\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784><strong>Sky News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by ...</p>\n\n<a href=\"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团"},"source_url":"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129095305","content_text":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.\nSky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.\nA US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.\nInvestment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.\nAlthough Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.\nMapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.\nIt was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371450831,"gmtCreate":1618967191023,"gmtModify":1704717589420,"author":{"id":"3581895000030185","authorId":"3581895000030185","name":"LAWsg","avatar":"https://static.tigerbbs.com/ce75cf6ce78ee54446f8acf5b6048680","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"It's time to cancel my citibank acc then...","listText":"It's time to cancel my citibank acc then...","text":"It's time to cancel my citibank acc then...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371450831","repostId":"1179671475","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371957090,"gmtCreate":1618905673710,"gmtModify":1704716648902,"author":{"id":"3581895000030185","authorId":"3581895000030185","name":"LAWsg","avatar":"https://static.tigerbbs.com/ce75cf6ce78ee54446f8acf5b6048680","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"So should hold on NVIDIA now?&nbsp;","listText":"So should hold on NVIDIA now?&nbsp;","text":"So should hold on NVIDIA now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371957090","repostId":"2128892363","repostType":4,"repost":{"id":"2128892363","pubTimestamp":1618904588,"share":"https://www.laohu8.com/m/news/2128892363?lang=&edition=full","pubTime":"2021-04-20 15:43","market":"us","language":"en","title":"Why Intel Investors Should Worry About NVIDIA's New Data Center Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2128892363","media":"Motley Fool","summary":"If you had to buy one semiconductor company and forget the rest, NVIDIA is the one to go with.","content":"<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, <b>Intel </b>(NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.</p>\n<p>A sea change is starting in the industry, though. <b>NVIDIA</b> (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at <a href=\"https://laohu8.com/S/AONE\">one</a> of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28105692ab5a4e39e0b363c4f40e2ed\" tg-width=\"700\" tg-height=\"437\"><span>The NVIDIA Grace CPU for data centers. Image source: NVIDIA.</span></p>\n<h2>New processors for a new era of AI</h2>\n<p>NVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.</p>\n<p>As a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.</p>\n<p>To be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.</p>\n<p>But NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.</p>\n<p>Intel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.</p>\n<h2>A more modern operating model</h2>\n<p>Granted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of <b>Taiwan Semiconductor Manufacturing </b>(NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.</p>\n<p>Nevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.</p>\n<p>Again, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.</p>\n<p>NVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Intel Investors Should Worry About NVIDIA's New Data Center Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Intel Investors Should Worry About NVIDIA's New Data Center Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128892363","content_text":"Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.\nA sea change is starting in the industry, though. NVIDIA (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at one of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.\nThe NVIDIA Grace CPU for data centers. Image source: NVIDIA.\nNew processors for a new era of AI\nNVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.\nAs a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.\nTo be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for one-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.\nBut NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer ARM Holdings. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.\nIntel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.\nA more modern operating model\nGranted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of Taiwan Semiconductor Manufacturing (NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.\nNevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.\nAgain, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.\nNVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":372546559,"gmtCreate":1619229741371,"gmtModify":1704721564724,"author":{"id":"3581895000030185","authorId":"3581895000030185","name":"LAWsg","avatar":"https://static.tigerbbs.com/ce75cf6ce78ee54446f8acf5b6048680","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Spac!?","listText":"Spac!?","text":"Spac!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/372546559","repostId":"1129095305","repostType":4,"repost":{"id":"1129095305","pubTimestamp":1619191066,"share":"https://www.laohu8.com/m/news/1129095305?lang=&edition=full","pubTime":"2021-04-23 23:17","market":"us","language":"en","title":"SoftBank SPAC in talks about $2bn merger with location start-up Mapbox","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095305","media":"Sky News","summary":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based M","content":"<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667ca3f64b0a88847ecea6eeb2ee7eb1\" tg-width=\"2048\" tg-height=\"1152\"><span>SoftBank chief executive Masayoshi Son</span></p>\n<p>A ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.</p>\n<p>Sky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.</p>\n<p>A US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.</p>\n<p>Investment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.</p>\n<p>Although Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.</p>\n<p>Mapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.</p>\n<p>It was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.</p>","source":"lsy1619191032898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoftBank SPAC in talks about $2bn merger with location start-up Mapbox</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoftBank SPAC in talks about $2bn merger with location start-up Mapbox\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784><strong>Sky News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by ...</p>\n\n<a href=\"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团"},"source_url":"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129095305","content_text":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.\nSky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.\nA US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.\nInvestment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.\nAlthough Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.\nMapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.\nIt was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371450831,"gmtCreate":1618967191023,"gmtModify":1704717589420,"author":{"id":"3581895000030185","authorId":"3581895000030185","name":"LAWsg","avatar":"https://static.tigerbbs.com/ce75cf6ce78ee54446f8acf5b6048680","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"It's time to cancel my citibank acc then...","listText":"It's time to cancel my citibank acc then...","text":"It's time to cancel my citibank acc then...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371450831","repostId":"1179671475","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374971905,"gmtCreate":1619413458207,"gmtModify":1704723471909,"author":{"id":"3581895000030185","authorId":"3581895000030185","name":"LAWsg","avatar":"https://static.tigerbbs.com/ce75cf6ce78ee54446f8acf5b6048680","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Google still a great company to invest;)","listText":"Google still a great company to invest;)","text":"Google still a great company to invest;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374971905","repostId":"2129363525","repostType":4,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371957090,"gmtCreate":1618905673710,"gmtModify":1704716648902,"author":{"id":"3581895000030185","authorId":"3581895000030185","name":"LAWsg","avatar":"https://static.tigerbbs.com/ce75cf6ce78ee54446f8acf5b6048680","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"So should hold on NVIDIA now?&nbsp;","listText":"So should hold on NVIDIA now?&nbsp;","text":"So should hold on NVIDIA now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371957090","repostId":"2128892363","repostType":4,"repost":{"id":"2128892363","pubTimestamp":1618904588,"share":"https://www.laohu8.com/m/news/2128892363?lang=&edition=full","pubTime":"2021-04-20 15:43","market":"us","language":"en","title":"Why Intel Investors Should Worry About NVIDIA's New Data Center Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2128892363","media":"Motley Fool","summary":"If you had to buy one semiconductor company and forget the rest, NVIDIA is the one to go with.","content":"<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, <b>Intel </b>(NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.</p>\n<p>A sea change is starting in the industry, though. <b>NVIDIA</b> (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at <a href=\"https://laohu8.com/S/AONE\">one</a> of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28105692ab5a4e39e0b363c4f40e2ed\" tg-width=\"700\" tg-height=\"437\"><span>The NVIDIA Grace CPU for data centers. Image source: NVIDIA.</span></p>\n<h2>New processors for a new era of AI</h2>\n<p>NVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.</p>\n<p>As a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.</p>\n<p>To be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.</p>\n<p>But NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.</p>\n<p>Intel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.</p>\n<h2>A more modern operating model</h2>\n<p>Granted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of <b>Taiwan Semiconductor Manufacturing </b>(NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.</p>\n<p>Nevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.</p>\n<p>Again, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.</p>\n<p>NVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Intel Investors Should Worry About NVIDIA's New Data Center Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Intel Investors Should Worry About NVIDIA's New Data Center Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128892363","content_text":"Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.\nA sea change is starting in the industry, though. NVIDIA (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at one of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.\nThe NVIDIA Grace CPU for data centers. Image source: NVIDIA.\nNew processors for a new era of AI\nNVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.\nAs a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.\nTo be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for one-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.\nBut NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer ARM Holdings. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.\nIntel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.\nA more modern operating model\nGranted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of Taiwan Semiconductor Manufacturing (NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.\nNevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.\nAgain, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.\nNVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}