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NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVD Forum: Aktien Thema: Hauptdiskussion
187,15
EUR
-0,93 % -1,75
16:50:55 Uhr,
Baader Bank
Kommentare 298.492
Gast-753143600,
12.12.2023 18:39 Uhr
0
So langweilig heute, dass ich mir aus langweile schon den JanuarPut gekauft habe
Hopper58,
12.12.2023 16:16 Uhr
0
'But the notable takeaway from Kress' statement above is the deployment of AI in PCs, which the CFO believes could be the next big growth driver for the PC market. According to Kress, "Generative AI is quickly emerging as the new pillar app for high-performance PCs." Third-party research from the likes of Counterpoint Research and Canalys also suggests that AI could turn out to be the next big growth driver for the PC market.
Canalys estimates that the PC market could clock 8% growth in 2024 following a double-digit drop in 2023, with AI expected to reignite this space. Canalys points out that 19% of all PCs shipped in 2024 are likely to have some degree of AI capability. Counterpoint Research, on the other hand, forecasts that shipments of AI PCs could grow at an annual pace of 50% through 2030.' https://www.fool.com/investing/2023/12/12/nvidia-reason-why-artificial-intelligence-ai-stock/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&mod=mw_quote_news
Hopper58,
12.12.2023 10:21 Uhr
0
Larry Ellison (Oracle): 'There is huge demand overseas for sovereign clouds where people -- you know, governments haven't been able to move their workloads. And a lot of those are government Oracle workloads.
They haven't been able to move their workloads to the cloud. I mean, there are literally, I don't know, five, six, seven large companies in Japan that will be building at least two data centers -- Oracle data centers each. So, again, the demand is extraordinary, we can build the data centers relatively fast, and I expect the OCI growth rate to be over 50% for a few years.'
Hopper58,
12.12.2023 10:16 Uhr
0
Safra Katz (Oracle): 'And as you can see in my capex guidance, we expect OCI to just grow astronomically, frankly. It is the ideal infrastructure for so much use. And of course, also, as more GPUs become available and we can put those in, we have just really unlimited amount of demand. '
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Aktien
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Thema | ||
|---|---|---|---|
| 1 | DPCM Capital Hauptdiskussion | +14,14 % | |
| 2 | NVIDIA Hauptdiskussion | -0,87 % | |
| 3 | Virgin Galactica | +15,51 % | |
| 4 | INTEL Hauptdiskussion | +3,28 % | |
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| 6 | RHEINMETALL Hauptdiskussion | +0,86 % | |
| 7 | Strategy B | -2,91 % | |
| 8 | TAKE TWO Hauptdiskussion | -13,75 % | |
| 9 | PLUG POWER Hauptdiskussion | +1,27 % | |
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