December 1, 2025 10:37 PM GMT Asia-Pacific Technology | Asia Pacific M Idea AI Supply Chain: TSMC CoWoS Expansion; ASIC Dynamics; Asia Field Trip Our new CoWoS forecast implies a very strong AI semi growth in 2026 for both AI GPU and AI ASICs. NVIDIA's AI demand remains very strong: NVDIA's CoWoS-L capacity upward revision to 700k wafers echoes to MS analyst Joe Moore's new forecast for NVIDIA (link) to deliver on its US$500bn AI GPU revenue guidance through end-2026. Although not that meaningful to NVIDIA' ...

Alphabet's stock has surged in recent weeks.Both Microsoft (MSFT 1.13%) and Alphabet (GOOG 1.56%) (GOOGL 1.77%) have a market cap of at least $3 trillion. But thanks to a recent surge, Alphabet is nearly a $4 trillion company. Still, these two are fairly close in size and may have investors wondering which stock is the better buy right now.I think both have their merits, but one stands out as the better pick. Alphabet and Microsoft have two different base business modelsAlphabet is the parent company of Goo ...

Core Viewpoint - The expansion of Google's TPU ecosystem is reshaping the HBM market, consolidating competition primarily between Samsung and SK Hynix, while Micron has effectively exited the ASIC market due to capacity constraints [1][2][4]. Group 1: Market Dynamics - Google's TPU ecosystem is reducing the global HBM supply chain competition to Samsung and SK Hynix, as Micron's capacity limitations hinder its participation [1][2]. - Micron's monthly wafer-level HBM production capacity is approximately 55,000 wafers, significantly lower than Samsung's 150,000 and SK Hynix's 160,000, making it unable to meet the demands of major clients like Google and NVIDIA [2][6]. - The competition in the HBM market is intensifying as Google's TPU challenges NVIDIA's dominance, which has historically controlled 90% of the AI accelerator market [4][5]. Group 2: Future Projections - Analysts predict that the situation will change with the mass production of Google's TPU starting next year, with Samsung expected to double its supply to Google compared to this year [3][6]. - The demand for HBM is anticipated to surge due to the increasing competition between GPU and ASIC industries, with projections indicating a supply shortage by 2027 [6]. - Micron plans to build a new factory in Hiroshima, Japan, to produce next-generation HBM, aiming to catch up with SK Hynix technologically [7].

新华财经上海12月2日电 中信建投证券研报就人形机器人产业近况分析认为，近期，首批科创创业机器 人ETF集体上报，预计未来市场将有更多资金流入机器人板块，助推板块行情。谷歌DeepMind CEO曾 表示想将Gemini打造成机器人世界的软件基底，目前已挖角波士顿动力前CTO担任硬件工程副总裁，意 味着谷歌进一步加码具身机器人赛道。机器人作为AI应用的重要方向，具有广阔的落地前景，前期板 块回调较为充分，后续Gen3定点、新品发布、宇树IPO进展等事件催化值得重点关注，底部建议聚焦优 质环节，把握确定性和灵巧手等核心变化。 编辑：林郑宏 ...

前有Gemini3震撼全球，后有神仙Nano炸场!谷歌AI生态链彻底火了 随着美国科技巨擘谷歌在11月下旬重磅推出Gemini3 AI应用生态之后，这一最前沿AI应用软件随即风靡 全球，推动谷歌AI算力需求瞬间激增。Gemini3 系列产品一经发布即带来无比庞大的AI token处理量， 迫使谷歌大幅调低Gemini 3 Pro与Nano Banana Pro的免费访问量，对Pro订阅用户也实施暂时限制，进一 步验证了华尔街所高呼的"AI热潮仍然处于算力基础设施供不应求的早期建设阶段"。 美国科技巨头谷歌(GOOGL.US)在周一表示，它正在采取行动将其最新的AI聊天机器人生态Gemini 3引 入Google搜索引擎中近期热度极高的"AI模式"(AI Mode)，这也意味着不久之后谷歌将在接近120个国家 和地区以英文提供基于AI大模型的"AI+搜索引擎"免费AI搜索服务，届时Gemini 3生态的付费订阅用户 们有望在风靡全球的Gemini 3 AI应用产品所驱动的Google搜索引擎"AI模式"强劲带动之下加速增长。 如今，Gemini月活跃用户已超6.5亿，每月处理Token总量一年内更是增长超过20 ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potentia ...

As We Give Thanks, AI and Mag 7 Take Cash to the Bank December 1, 2025 at 5:52 pm Market volatility resurfaced last month as speculation intensified over whether an AI bubble may be forming—and potentially bursting. Yet despite the jitters, equity markets remain solidly positive for the year (S&P 500 +16.5%, NASDAQ +21.0%, Dow +12.2%) – see S&P 500 chart below. A significant portion of the gains have been powered in large part by ongoing strength in the Magnificent 7. Standouts such as NVIDIA (+31.8%) and ...

One of Google’s biggest AI advantages is what it already knows about you https://t.co/Ij6h4bed9i ...

智通财经APP获悉，在近期全球股票市场牛市阵营所聚焦的"谷歌AI生态链"的核心参与者之一——即在谷歌云平台上 (Google Cloud)提供数据库平台服务的数据库软件开发商MongoDB(MDB.US)，于北京时间周二晨间公布截至10月31日 的2026财年第三财季每股收益和营收，以及核心业务营收均超华尔街普遍预期并给出无比强劲的下财季与全年业绩展 望指引后，MongoDB股价在美股盘后交易中迅速走高，涨幅一度超过20%。 MongoDB既开发数据库软件本身，也提供围绕该数据库的一整套云计算服务与商业化支持，依托云数据库PaaS平台服 务MongoDB Atlas在谷歌云平台上的长期深度集成带来的无比强劲业绩数据，可谓凸显出"谷歌AI生态链"正在全面受 益于谷歌Gemini系列产品组合AI算力需求激增带来的收益全面激增，MongoDB则堪称是受益于谷歌云端AI推理算力激 增的"谷歌AI生态链"最大赢家之一。 MongoDB的业绩增长逻辑，可以说已经从"通用文档型数据库"，转成明显绑定谷歌云平台+绑定Gemini系列AI应用软件 从开发到部署完整生态的云数据库技术路线，与谷歌长期且深度合作可谓是其强劲业绩报告 ...

After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC's Jim Cramer said."The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets," he said. "Just keep in mind that things change very fast in the AI space, so what was true last month might not necessarily stay true this month or ...