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ASML 2025

4.988 Posts
Pagina: «« 1 ... 245 246 247 248 249 250 | Laatste | Omlaag ↓
  1. forum rang 8 Hopper58 13 februari 2025 16:16
    New Data Show Strong Chip Demand. Nvidia Stock Rises.
    By
    Adam Clark

    Last Updated: Feb. 13, 2025 at 10:03?a.m. ET
    First Published: Feb. 13, 2025 at 5:15?a.m. ET

    Nvidia stock was edging up Thursday. The chip maker looks to be in a lull after its volatile start to the year, but signs of big demand for artificial-intelligence infrastructure should support the stock.

    Nvidia shares were up 1.2% at $132.76 in early trading. The stock fell 1.3% on Wednesday.

    Still, there’s good news out there. Global shipments of AI servers in 2025 are projected to grow by nearly 28% year over year, according to research firm TrendForce. That would be a slowdown from a 46% increase in 2024 but Nvidia’s pricey GB200 NV liquid-cooled rack systems are expected to be in high demand as the most advanced AI infrastructure.

    Analysts currently expect Nvidia to report $192.44 billion in revenue for 2025 overall, up from $123.52 billion in 2024.

    TrendForce’s estimates factor in a more than 30% increase in spending on cloud and AI infrastructure from Amazon.com, Google-parent Alphabet, Microsoft, and Facebook-owner Meta Platforms collectively this year, despite Chinese firm DeepSeek’s apparent demonstration of low-cost AI development. However, big U.S. technology companies are likely to expand their use of in-house chips.

    “TrendForce highlights that DeepSeek’s influence will drive CSPs [cloud service providers] toward lower-cost proprietary ASIC [application-specific integrated circuit] solutions, shifting focus from AI training to AI inference. This shift is expected to gradually increase the share of AI inference servers to nearly 50%,” the firm wrote in a research note.

    Nvidia has pushed back against suggestions that a shift to inference—the process of generating answers from AI models—from training makes it vulnerable to losing market share. It has previously said inference makes up around 40% of its data-center revenue and is growing fast. It says that its NVL72 server system delivers a fourfold improvement in AI model training but up to a 30 times improvement in inference compared with previous systems.

    Among other chip makers, Advanced Micro Devices
    AMD was rising 0.9% and Broadcom was falling 2.1% in early trading.

    www.marketwatch.com/articles/nvidia-s...
  2. forum rang 9 Calimero 13 februari 2025 16:16
    quote:

    Mike O. schreef op 13 februari 2025 16:04:

    [...]
    Het is toch niet te geloven dat zo iemand toch nog iedere keer durft te verkondigen dat hij het weer feilloos voorspelde.
    Ik bevroed dat we nog bezig zijn met de komende dagen ... ??

    en dat tot ongeveer 18 feb ... :)
  3. SamTech 13 februari 2025 16:21
    Mooie stijging. Hopelijk kunnen we morgen de mooie stijging doorzetten. Jullie nog plannen op Valentijnsdag?
  4. forum rang 9 nine_inch_nerd 13 februari 2025 16:21
    quote:

    Hopper58 schreef op 13 februari 2025 15:56:

    Trump Teases His Next Tariff Announcement. ‘Today Is the Big One.’
    .....
    X

    *TRUMP TARIFFS WILL NOT GO INTO EFFECT TODAY
    *TRUMP TARIFFS WILL HAVE DELAY, MAY START APRIL 1: CNBC
  5. forum rang 4 Winnetoe 13 februari 2025 16:28
    quote:

    SamTech schreef op 13 februari 2025 16:21:

    Mooie stijging. Hopelijk kunnen we morgen de mooie stijging doorzetten. Jullie nog plannen op Valentijnsdag?
    Zeker. De hele dag op dit forum van jullie houden.
4.988 Posts
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