mark2012
04-17

Nvidia is fantasticat the moment,  but the world economic outlook looks poor. Interest rates and inflation  will       climb. Contracting economies will.  focus on energy and food.  That trillion dollars worth of  chip orders will dimish in priority also allowing time for competitors  to bring other chips to the table .

NVIDIA & TSM Surging: Where Is the Ceiling for Chip Demand?
NVIDIA and TSMC both jumped approximately 6% as analyst reports flagged hyperscalers entering an AI compute "hyperdrive" procurement cycle. TotalEnergies' deployment of the Pangea 5 supercomputer underscores the breadth of industrial AI demand, while orders for NVIDIA's B-series GPUs and AMD's MI400 continue to push advanced-node utilization rates higher. Google is narrowing the market cap gap with NVIDIA. With hyperscalers in "hyperdrive" mode, where is NVIDIA's demand ceiling — and can TSMC's $56B expansion cement its AI foundry dominance?
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Comments

  • mark2012
    04-17
    mark2012
    if anyone wants to know the true oil price type into Google ai, dated brent. its not the futures price sub $100 futures price but the actual cost refineries are paying for oil $123 p barrel. disturbing
  • mark2012
    04-17
    mark2012
    ground operations are coming,. Trump is playing the cease fire card to buy time to get all his chess pieces in place. Then Checkmate
  • pinkuru
    04-17
    pinkuru
    wise words
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