NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVD Forum: Aktien Thema: Hauptdiskussion

Vielleicht sind ja die Zahlen tatsächlich gut. Aber was ist mit den Aussichten? Wenn es auch nur ein klitzekleines Haar in der Suppe gibt, ist unter der derzeitigen miesen Stimmung nur mit einem Kursverlust zu rechnen.

Nvidia's NVDA.O move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on Wednesday by Counterpoint Research. In the past two months, electronics supply chains around the world have been hit by a shortage of legacy memory chips as manufacturers turned their focus to high-end memory chips suited to semiconductors designed for AI applications. But Counterpoint, a technology-focused market research firm, said there is a new problem on the horizon. Nvidia recently decided to reduce AI server power costs by changing the kind of memory chip it uses to LPDDR, a type of low-power memory chip normally found in phones and tablets, from DDR5, which are typically used in servers. Nvidia is scheduled to release its earnings report later on Wednesday. Because each AI server needs more memory chips than a handset, the change is expected to create sudden demand that the industry is not equipped to handle, according to Counterpoint. Memory suppliers like Samsung Electronics 005930.KS, SK Hynix 000660.KS and Micron MU.O are already facing shortages of older dynamic random-access memory products after reducing production to focus on high-bandwidth memory, which is necessary to make the advanced accelerators that power the global AI boom. Counterpoint said tightness at the low end of the market is at risk of spreading upward as chipmakers weigh whether to divert more factory capacity to LPDDR to meet Nvidia's needs. “The bigger risk on the horizon is with advanced memory, as Nvidia’s recent pivot to LPDDR means they’re a customer on the scale of a major smartphone maker - a seismic shift for the supply chain which can’t easily absorb this scale of demand,” Counterpoint said. The firm said it expected prices for server-memory chips to double by the end of 2026. Higher server-memory prices would raise costs for cloud providers and AI developers, potentially adding pressure to data-centre budgets that are already stretched by record spending on graphics processing units and power upgrades.

Mal Lotto gespielt?

Bin hier richtig bullisch !💪🏼

Wenn da sehr gute zahlen tut sich nichts am Kurs alles schon eingepreist

Wurde dir beim ersten Mal wo du gefragt hast beantwortet.Bischen nach oben scrollen.

Überhaupt net

Wann kommen die Zahlen

Es kommt wie es kommt fehlt.

Haha stimmt

Also ich bin ein Bulle mit Riesen bulleneiern

Keine Sorge, hier sind weiterhin alle bullish!

Wollte niemand verunsichern . Hab nur laut gedacht

Sag ich doch :D

Jetzt Beweise mal das du Straußeneier hast ist ja nicht auszuhalten.😁

D.h. es geht in jedem Fall runter. Wenn die Zahlen 💩 und wenn sie 💣 sind. 😁👍🏻