Big Tech spending on AI Data centers. $NVDA

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Big Tech spending on AI Data centers. $NVDASource: New Street
Research via JP Morgan
















上午9:45 · 2025年1月2日
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Beth Kindig
@Beth_Kindig
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6小时
Nvidia’s $NVDA Hopper shipments to its 12 largest customers more than tripled to over 2 million GPUs in 2024, per estimates from Omdia.
Ciril Hajdinjak
@cirhaj
$NVDA NVIDIA is ramping up AI servers on B200 and GB200 platforms and is set to unveil its next-gen GB300 AI server line at GTC 2025 in March.

According to the Economic Daily News, Taiwan’s Foxconn has secured the largest share of GB300 orders, with its products expected to launch in early 2025, ahead of global competitors.

For GB200, Foxconn supplies 80-90% of components, excluding GPU and CPU.

Quanta ranks second in GB300 order allocation, while Inventec has notably increased its share compared to GB200.
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翻译自 英语
$NVDA NVIDIA 正在 B200 和 GB200 平台上加强 AI 服务器，并计划于 3 月在 GTC 2025 上推出其下一代 GB300 AI 服务器系列。

据《经济日报》报道，台湾富士康已拿下GB300最大份额订单，预计产品将于2025年初上市，领先全球竞争对手。

对于 GB200，富士康供应了 80-90% 的零部件，不包括 GPU 和 CPU。

广达在GB300订单分配中排名第二，而英业达相对于GB200的份额明显增加。

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Nvidia’s plan to develop customized ASIC chips at a proposed Taiwan R&D center has local chip designers worried their top engineers may be lured into working for the AI giant, media report, noting MediaTek, Alchip Technologies, Global Unichip and other chip design houses are bracing for 2025. $NVDA #semiconductor #semiconductors https://chinatimes.com/newspapers/20250102000132-260202?chdtv
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翻译自 英语
据媒体报道，英伟达计划在台湾拟建的研发中心开发定制 ASIC 芯片，这让当地芯片设计师担心他们的顶尖工程师可能会被这家人工智能巨头吸引而来，并指出联发科、世芯科技、环球集成电路和其他芯片设计公司正在为 2025 年做准备$NVDA #semiconductor #semiconductors

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$NVDA looks primed for more upside in the weeks ahead.Last week’s close above the 141.36 channel top signals bullish momentum.
Targets:
- 152.89 within 1–2 weeks
- 168.82 channel top  potentially by late February

The 141.36 channel top remains buyable support all week.

由翻译自 英语

$NVDA看起来有望在未来几周内进一步上涨。
上周收盘价高于 141.36 通道顶部，表明看涨势头。
目标：- 1-2 周内 152.89
- 168.82 通道顶部可能在 2 月底前
141.36 通道顶部整周仍为可买入支撑。

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上午7:54 · 2025年1月6日
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"We are now confident we know how to build AGI as we have traditionally understood it. We believe that, in 2025, we may see the first AI agents “join the workforce” and materially change the output of companies."

Sam Altman just posted it 50 minutes ago. $NVDA
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翻译自 英语
“我们现在有信心，我们知道如何按照传统方式构建 AGI。我们相信，到 2025 年，我们可能会看到第一批人工智能代理“加入劳动力大军”，并从根本上改变公司的产出。”

Sam Altman 50 分钟前刚刚发布了这篇文章。 $NVDA

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https://blog.samaltman.com/reflections