Intel Takes Aim at Nvidia's AI Dominance With Launch of Gaudi 3 Chip
$Intel(INTC)$ just unveiled its new AI accelerator processor called Gaudi 3 Intel says the accelerator delivers "50% on average better inference and 40% on average better power efficiency than Nvidia H100 – at a fraction of the cost".ImageAt the Intel Vision 2024 conference in Arizona, USA, chip giant Intel released the most powerful new generation Gaudi3 AI acceleration chip, as well as the new next generation Intel Xeon 6 processor and other products.Among them, the Intel Gaudi 3 AI chip uses TSMC’s 5nm process and supports 128GB HBMe2 memory. Compared with the previous generation product, Intel Gaudi 3 brings 4 times (400%) improvement in BF16 AI computing power, 1.5 times memory bandwidth and 2 times improvement in network bandwidth.Intel says
$NVDA Another New High Print. Still Strong Momentum holding trend support.
$NVIDIA Corp(NVDA)$ another new high print. Still strong momentum holding trend support.ImageAnalysts are forecasting $NVIDIA Corp(NVDA)$ 's annual revenue will jump to $131 billion by 2026, more than double the $61 billion recorded in the fiscal year that just ended. Impressive growth for $NVIDIA Corp(NVDA)$ indeed! It's interesting to see how AI advancements are driving this sector.This strategy enters long on a close above the 15M opening range high with an exit of +1.5% or -0.5% $NVIDIA Corp(NVDA)$ yields the highest return, $Apple(AAPL)$ has the most wins, and
Watchlist and Trade Plan 3/25/24: $NVDA $970c thru $950
The call flow for $NVIDIA Corp(NVDA)$ short term is foreshadowing a MASSIVE move to the upside…tens of millions of dollars worth of bets saying NVDA pops before end of weekIf that’s the case expect the crypto AI narrative to go for its next leg up too.If $NVIDIA Corp(NVDA)$ holds 935 it can run to 971, 1000. I'd avoid calls under 900. Calls can work above 935 this week ImageI see that wallstreetbets is talking about $NVIDIA Corp(NVDA)$ , Nvidia $800 calls for expiring this Thursday. Let's take a look, these are ITM calls. It seems WSB should start using UW to track this stuff better: You can see the $1.57 million in calls was lots of volume, but it was actually n
$AMD has hit an all time high of $188.5 today. Here´s how I think the stock can 20X from here over the next decade: The AI landscape is often narrowly viewed through the lens of GPU sales, yet $Advanced Micro Devices(AMD)$ 's diverse business segments serve as effective distribution channels for its core AI technology. This distribution advantage is poised to yield superior unit economics for $AMD in the future. The trajectory of AI extends far beyond GPUs; it's set to permeate all computing platforms in the next decade, from smartphones to household appliances. $Advanced Micro Devices(AMD)$ 's expertise in chiplets uniquely positions it to integrate disparate compute engines, paving the way to imbue its p
Cheers! INTC, TSM, MU, TXN & GFS Potential Third Beneficiaries of US Chip Subsidies
The Biden administration is expected to announce the third round of subsidies under the US Chips Act to help chip companies build new chip manufacturing factories in the United States. These high-end semiconductors will be used in smartphones, artificial intelligence (AI), and weapons. $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ may become the beneficiaries of these subsidies.In addition, chip companies such as $Micron Technology(MU)$ , $Texas Instruments(TXN)$, and $GLOBALFOUNDRIES Inc.(GFS)$ are also serious contenders.Moreover, executives in the chip industry predi
VC Billionaire Jim Breyer, Buying NVDA & AMD Heavily
Jim Breyer, a well-known Silicon Valley investor, revealed in an interview with the media in Davos that he is "vigorously buying" $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ shares "heavily" and predicts that AMD will be the next company to join the "Big Seven". "I have not underestimated Nvidia. It's the leader, but having a second source (for AI French fries) will help solve the difficulties in the ecosystem."I would add AMD to the 'Magnificent Seven' stocks, says VC investor Jim BreyerBut AMD also faces the risk of overvaluation. Data shows that Nvidia's prospective price-to-earnings ratio is around 28 times, higher than the average semiconductor stock price of 23 times, while AMD's prospectiv
Semiconductor Leaders Race: Sales, Memory Market, and Share Potential
Chips are a high-investment, long-term, and high-barrier industry.Because chip R&D and manufacturing are so expensive, it is difficult for ordinary small businesses to invest enough funds. Without money investment, it is difficult to innovate and be truly competitive. Especially on core technologies and advanced technologies.As chip technology progresses, there's a noticeable trend of the strong getting stronger in chip companies.1. Leaders in chip companies are strongerRecently, well-known organizations released a list of the world's top 25 semiconductor companies, showing that market share is increasingly concentrated among leading companies.ICinsightsThe top 25 companies generate over 50% of industry sales. Smaller businesses, numbering in tens or hundreds of thousands, can't match
$NVIDIA Corp(NVDA)$ has completed five stock splits since 2000, the most recent one being a 1-for-4 split in July 2021. Stock splits don't create value, but they expand the pool of investors by reducing the price per share, making them more accessible to small-capital retail investors. Therefore, stock splits tend to boost the stock price, which is a positive development.In 2023, NVIDIA's stock price surged 239% to $531, and is inching closer to the $748 price of the last stock split (the price after the split is $187). In 2024, Nvidia's stock will most likely only get more expensive.Will Nvidia make a comeback in 2024?There is a surge in demand for NVIDIA's graphics processing units (GPUs). The company's third quarter revenue increased by over 20