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NVDA earnings report next week on
NVDA earnings report next week on Wednesday, 24.05.22. Since it was an unquestionable leader, we will create a market color based on the results. NVDA has increased by 12m fwd EPS +437% over the past year. The market expects sales of 24.6 USD bil YoY +239% and operating profit of 16.3 USD bil YoY +658%…
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Semiconductor Equipment Market Dynamics: Highlights From Top 5 Companies’ Latest Financial Reports
Semiconductor Equipment Market Dynamics: Highlights From Top 5 Companies’ Latest Financial Reports The semiconductor manufacturing equipment industry’s financial report for the first quarter of 24 is in the spotlight as demand for AI and HBM continues to grow. TrendForce summarized the key points of the top five manufacturers. Despite some being impacted by periodic market…
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In yesterday’s post, I don’t know how big tech
1In yesterday’s post, I don’t know how big tech makes money from LLM, but while they’re sticking it to their products at random, there’s something that says only Nvidia is amazing.It’s true that big techs buy GPUs like crazy, apply them to various services, but I don’t know how to make money.. is not true…
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The great human spacecraft Voyagers 1 and 2 left the solar system for the first time into
the distance of the distant universe The great human spacecraft Voyagers 1 and 2 left the solar system for the first time into interstellar space around 2018, more than 40 years after it was launched in 1977. Humans celebrated the great feat with excitement. Voyagers, who had expected to die early, are still alive and…
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About a decade ago, there were two people who argued that renewable energy alone could provide all the power needed.
About a decade ago, there were two people who argued that renewable energy alone could provide all the power needed. One is Mark Jacobson, a professor at Stanford University, and the other is Tony Seba, who founded RethinkX. Both are active in the Silicon Valley, where Professor Jacobson advocated Wind-Water-Solar, or WWS, and Seba insisted…