Nvidia has agreed to invest up to $100 billion in OpenAI, which is planning an initial public offering as soon as this year. ...

128,714,079-$48.139.99%$433.50[ServiceNow][NOW]• Vol: 55,124,570-$12.899.94%$116.73 GPU company with some links to crypto mining.However, that scenario is unlikely. AI demand is not going to disappear overnight. However, what can happen is that AI development could slow down. As a result, Nvidia would slow down too. It needs continuous orders from hyperscalers and AI startups to maintain its momentum and strong margins. If AI slows down and companies are no longer willing to run massive AI models at a loss, ...

Group 1 - The article highlights that Amazon is being recognized as a hidden winner in the AI space, with a majority of Wall Street analysts recommending it as a "buy" or "strong buy" for 2026, predicting a 21% increase in stock price over the next 12 months [2][3] - Amazon has established itself as a major player in e-commerce and cloud services through Amazon Web Services (AWS), generating significant revenue and earnings over the years [3][4] - The company is leveraging AI to enhance its operations, including streamlining processes in fulfillment centers and developing AI tools such as Trainium chips for AWS customers, which contributes to its growth strategy [6][7] Group 2 - AWS has achieved an annual revenue run rate of $132 billion in the latest quarter, indicating strong growth potential as AI demand continues to rise [7] - Amazon's e-commerce and non-AI-related AWS services are expected to maintain growth due to the company's leadership in these sectors, providing a balance of security and growth for investors [8]

据韩媒The Elec 1月27日报道，现代汽车自主研发的端到端自动驾驶系统Atria AI在近期内部评估中表现不佳，评分仅25分（满分100分），远低于行业竞争 对手。 报道称，现代汽车新任自动驾驶负责人Minwoo Park使用Waymo Open Dataset等标准数据集进行横向测试。结果显示，特斯拉系统得分约90分，Mobileye和 Momenta约50分，而现代Atria AI仅得25分，成熟度被认定为"相当不足"。 此次评估结果凸显了传统汽车制造商在自动驾驶核心技术上面临的挑战。若现代最终转向英伟达方案，将标志着其自动驾驶战略的重大调整，并可能进一步 强化英伟达在汽车AI计算领域的主导地位。 现代汽车正考虑放弃继续推进该自研技术，转而采用英伟达的Alpamayo自动驾驶方案。业内分析认为，Minwoo Park可能保留Atria AI作为部分算法基础，同 时推动产品线全面采用英伟达的技术与基础设施，以平衡研发预算与技术风险。 ...

Wedbush Securities analyst Dan Ives is doubling down on his bullish thesis for the “fourth industrial revolution,” identifying Tesla Inc. (NASDAQ:TSLA) and Nvidia Corp. (NASDAQ:NVDA) as the two indispensable pillars of the burgeoning physical AI market.The Two Titans Of Physical AIWhile the tech world remains captivated by Large Language Models (LLMs) and chatbots, Ives argues that the most significant value is shifting toward machines that interact with the physical world.For Ives, two companies stand alon ...

Industry Overview - Hyperscalers are projected to spend $500 billion on AI-related capital expenditures in 2026, indicating a strong commitment to AI infrastructure development [1] - AI developers are expected to invest $500 billion in infrastructure this year, highlighting the ongoing growth in the sector [1] Company Analysis: Broadcom - Broadcom is a key player in the AI infrastructure value chain, providing essential networking gear, switches, and interconnects for AI data centers [5][6] - The company is involved in designing custom silicon solutions for major developers like Alphabet, Apple, ByteDance, and Meta, enhancing its role in the AI ecosystem [6] - Broadcom has a market cap of $1.6 trillion, with a gross margin of 64.71% and a dividend yield of 0.73%, making it an attractive investment opportunity as analysts rate it a buy [4][8] Company Analysis: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the largest chip manufacturer globally, holding an estimated 70% market share, and serves as a critical supplier for companies like Nvidia, AMD, and Broadcom [9] - The company has experienced a renaissance, becoming less vulnerable to cyclical trends in the semiconductor industry, with consistent demand driven by AI [11][13] - TSMC's revenue and profitability are accelerating, with management guiding for further growth as the AI infrastructure movement continues [13][14] - The company has a market cap of $1.8 trillion, a gross margin of 59.02%, and a dividend yield of 0.91%, positioning it as a potentially undervalued stock in the AI sector [10][11]

Core Insights - China has approved its leading AI startup DeepSeek to purchase Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized [1] Company Summary - DeepSeek, identified as a top AI startup in China, is set to acquire Nvidia's H200 chips, indicating a significant move in the AI sector [1] Industry Summary - The approval for DeepSeek to buy Nvidia's AI chips reflects China's ongoing investment and interest in advancing its artificial intelligence capabilities [1]

【热点事件】 订单超预期+业绩创历史！SK海力士尽享AI存储红利 据业内消息，在存储芯片行业景气度持续回升、AI算力需求高速增长的背景下，SK海力士斩获重磅订单，凭借领先的产品 良品率以及长期积累的客户信任度，成功拿下英伟达Vera Rubin平台约70%的HBM4订单，这一订单份额显著超出市场此前 预期。 此前1月28日，SK海力士发布了截至2025年12月31日的2025财年及第四季财务报告，得益于自2025年下半年以来AI需求爆 发推动的存储芯片供应紧缺和价格大涨，SK海力士多项业绩指标均创下了历史新高。其中，2025财年第四季营收为32.8267 万亿韩元，同比增长66%，环比增长34%；营业利润为19.1696万亿韩元，同比暴涨137%，环比增长68%。 【机构观点】 截至2026年1月30日 13:38，科创芯片设计ETF天弘(589070)盘中换手16.91%，成交9810.98万元，市场交投活跃。跟踪的上 证科创板芯片设计主题指数(950162)一度强势涨超3%，现涨2.80%，成分股澜起科技上涨12.54%，普冉股份上涨11.64%， 中微半导上涨9.75%，聚辰股份，芯原股份等个股跟涨。 ...

Core Insights - Spending on AI infrastructure is projected to reach between $3 trillion and $4 trillion by the end of the decade, indicating significant investment in this sector [2] - The S&P 500 achieved a total return of 18% in 2025, marking its third consecutive year of double-digit gains, largely driven by the AI boom [1] Investment Sentiment - There are concerns about a potential AI bubble in 2026, fueled by the substantial capital being allocated to AI infrastructure without corresponding returns on invested capital [2][3] - Only 3% of users currently pay for AI services, suggesting that the market may not yet be fully monetized [3] - High valuations, such as Palantir Technologies trading at a price-to-sales ratio of 110, reflect the hype surrounding AI [4] Long-term Investment Strategy - Despite fears of an AI bubble, it is recommended that investors consider long-term investments, particularly in the Vanguard S&P 500 ETF, which has a low expense ratio of 0.03% [5] - Historical data indicates that the S&P 500 generally produces positive annualized returns over long periods, making it less concerning to buy at all-time highs [7] - Investors are advised to avoid market timing and continue investing consistently, as the Vanguard S&P 500 ETF remains a strong option [8]

Core Insights - Anthropic's revenue is projected to grow at a faster rate than previously expected [1] Company Updates - Recent updates have implications for Nvidia and other AI stocks [1]