1. Jensen Huang’s “sorrow”: The dual pressure of export restrictions and market expectations On November 20, Jensen Huang, founder and CEO of NVIDIA, appeared on Fox Business Channel. Despite presenting impressive third-quarter financial results, he still wore a worried expression. During the program, Huang candidly stated that the export restrictions imposed by the U.S. have … Read more
Waking up to the news, NVIDIA’s Thor chip has been delayed yet again! Originally scheduled for mass production in mid-2024, the Thor chip has now been significantly postponed to “expected to launch mid-next year, and only the entry-level version.” This has left many automakers, especially companies like Xiaopeng and Li Auto, who were counting on … Read more
For those whohave been tracking industry trends for a long time, especially friends deeply involved in the AI hardware sector:there is no need to overly concern yourself with the fluctuations of short-term market sentiment and the timing of realizations;there is no need to be overly fixated on the changes in the structure of holdings;and there … Read more
Remember to star the public account ⭐️ to receive notifications promptly. Source: Content from wccftech. NVIDIA’s CEO has once again commented on the competition with ASIC manufacturers like Google and Amazon, claiming that not many teams can achieve what the ‘green team’ has done. Since companies like Google released their latest solutions, the debate surrounding … Read more
Since tech giants like Google and Amazon launched custom ASIC chips, attempting to challenge NVIDIA’s dominance in AI inference scenarios, the competition between “NVIDIA vs ASIC” has intensified. Many opinions suggest that as the industry focus shifts from model training to inference deployment, NVIDIA’s technology stack is not irreplaceable. In the latest third-quarter earnings call, … Read more
Arm and NVIDIA Make Big Moves! A Paradigm Shift in CPU-GPU Interconnects “Five years ago, there was an acquisition attempt, and five years later, a partnership!” On November 17, the chip industry was shaken by a significant collaboration — Arm announced that its CPUs can seamlessly integrate with AI chips through NVIDIA’s NVLink Fusion technology. … Read more
PCB stands for Printed Circuit Board. As of November 2025, there are several core leading stocks in this concept, covering various subfields such as comprehensive, AI servers, and automotive electronics. Key leading stock information is as follows: 1. Pengding Holdings: A global leader in comprehensive PCBs, primarily engaged in communication boards, consumer electronics, and computer … Read more
On Monday, Arm announced that CPUs based on its technology will be able to integrate with AI chips using Nvidia’s NVLink Fusion technology. This move will enable customers who prefer custom infrastructure—especially large-scale cloud service providers (such as hyperscale data centers)—to combine Arm-based Neoverse CPUs with Nvidia-dominated GPUs, simplifying the process of technological integration. This … Read more
NVIDIA’s decision to adopt smartphone-style memory chips in AI servers may lead to a doubling of server memory prices by the end of 2026 and exacerbate the global memory shortage in the electronics supply chain. On November 19, market research firm Counterpoint Research released a report stating that NVIDIA has recently decided to switch the … Read more
1. Policy Background and Market Impact The Trump administration is set to launch the “Genesis Plan” to boost AI development while pressuring Congress to veto the GAIN AI Act, which restricts AI chip exports. NVIDIA, as a core beneficiary, is expected to expand its global market share. The combination of these two policies will stimulate … Read more