New regulations in the village! The five major news in the early hours of this morning officially fermented (130）！
First, the dominant position is difficult to shake, and the market share of Nvidia's AI chips reaches 90%.
Analysts estimate that NVIDIA's market share reaches 90%, and NVIDIA is considered a leader in the field of artificial intelligence, with powerful AI chips and a complete CUDA platform. Its products such as the H100AIGPU have been well received by the market, and Nvidia is expected to sell about 1.5 million to 2 million AIGPU this year, three times the sales volume in 2023.
Nvidia's dominance in the global AI chip market seems unshakable, and competitors will need to work harder to catch up with Nvidia's market share.
2. The village has issued two new regulations: one is to completely suspend the restrictive lending business, and the other is to adjust the bond refinancing to the next day to limit the efficiency of bond lending.
These two pieces of news fully reflect the village's concern for **. But in other words, it would be a huge benefit if the refinancing link could be closed directly and the monthly delivery period of the stock index** could be extended.
3. From the perspective of individual actions, Ningwang and Didi cooperated to establish a battery swap joint venture, and the strong alliance is beneficial to both companies.
Replacing batteries is a kind of reuse of resources, and the prospects are very broad and promising. Ningwang's recent trend has been very weak, dragging down the ChiNext index, and Ningwang's stabilization this week will also help the ChiNext index recover. The GEM is so sluggish, and the investors who hold it are really unhappy!
Fourth, it is rumored that the board of directors of OpenAI still faces several challenges in inviting competitors to join Ultraman.
OpenAI directors called Databricks CEO Alighodsi to ask if he would consider joining the board. OpenAI's competitor GHODSI advises customers to develop their own AI models.
Currently valued at $86 billion and with monthly revenues of more than $1.3 billion, OpenAI is addressing the tension between the expansion of the nonprofit and for-profit sectors. Google is OpenAI's number one talent channel**.
5. Star Semiconductor, Tongfu Microelectronics and other chip stocks. What happened?
Starsemiconductor is principally engaged in the design, manufacture and testing of power ICs. Its products are widely used in new energy, new energy vehicles, rail transit, smart grid, household appliances and other fields. The third quarter was a good result. Tongfu Microelectronics, which is mainly engaged in packaging and testing, posted a loss in the third quarter.
Interestingly, the former is doing well and has been **, falling below the previous low and making a new low last Friday, while the latter is likely to remain in a short-term upward structure. It seems that the semiconductor sector is going through another wave of bloodbath!