The chip designer posted nearly twice as much net profit in the fourth quarter as it did a year earlier. ...

Rivian's developed its own artificial intelligence chip for its future cars. That gamble might pave the way to fully autonomous driving. A lot of the tech world imagines a future where we don't own cars at all.We're talking about fleets of robo taxis. They're summoned through an app, maybe no steering wheel or driver controls at all. But Rivian's in the camp that does see people owning their own cars in the future and being willing to pay top dollar for a software platform that allows the car to drive itsel ...

Chinese chip designer Moore Threads Technology jumps as much as 27% in Shanghai after the recent market debutant said it would release new AI chip products next week https://t.co/Y1pPihSoLD ...

Core Insights - Major tech companies like Google, Amazon, AMD, and Nvidia are facing increasing competition from their own customers, who are developing their own capabilities to challenge these industry giants [1] Company Analysis - Google, Amazon, AMD, and Nvidia have historically dominated the tech landscape, particularly in cloud computing and AI [1] - The rise of customer-led innovation poses a significant threat to the traditional business models of these companies [1] Industry Trends - The trend of customers building their own solutions indicates a shift in the tech industry, where reliance on major providers may decrease [1] - This shift could lead to a more fragmented market, with increased competition and innovation from smaller players [1]

中信证券认为，2025年以来中美科技股均取得亮眼成绩，算力板块涨幅领跑市场，模型和应用侧亦出现 局部爆发机会。展望2026年，国产算力方兴未艾，业绩弹性及投资确定性兼备，有望复刻美股2023年以 来的长牛行情。一方面，半导体设备、AI芯片等在海外管制下发展紧迫性增强，国产替代是大势所 趋；另一方面，国内芯片厂已初步探索出超节点等解决方案，以多卡数量优势补足单卡性能劣势，实现 算力突围。多卡集群的建设对零组件的数量和质量提出更高要求，并为产业链上下游带来更大的投资机 遇，液冷、存储、电源、光模块、PCB、量子计算等细分领域有望迎来更高的业绩弹性。 中泰证券认为，AI算力成为通信行业主要增长引擎，持续看好算力产业链投资机会，头部光模块厂商 交付能力将成为成长关键，重视光芯片、OCS、空芯光纤、液冷、电源等细分方向。国产算力重视芯片 进展，以及国产模型追赶变化，将影响AIDC景气节奏。 ...

I mean, look, Amazon, we know, is the largest cloud provider with almost 50% share. And when it comes to the GPUs, everyone so far, except for Google, it has relied on an area, you know, for training. And what Amazon is doing is really copying that Google playbook where they want to use their own chips.It's just that they haven't had that kind of success that Google has had web use and they're trying to speed things up because in the end, all these hyperscalers don't want to spend, you know, 20 to 25% of th ...

I mean, look, Amazon, we know, is the largest cloud provider with almost 50% share. And when it comes to the GPUs, everyone so far, except for Google, it has relied on an area, you know, for training. And what Amazon is doing is really copying that Google playbook where they want to use their own chips.It's just that they haven't had that kind of success that Google has had web use and they're trying to speed things up because in the end, all these hyperscalers don't want to spend, you know, 20 to 25% of th ...

Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google. Listen for more on Bloomberg Intelligence. https://t.co/dZJj5dTNUy ...

Core Insights - The Tradr 2X Short TSLA Daily ETF (TSLQ) experienced significant momentum in November, rising over 30% due to Tesla's declining stock driven by weak sales data from China and valuation concerns [1][3] - However, this momentum was abruptly reversed when Tesla's stock surged over 7% following CEO Elon Musk's announcement regarding the company's AI-chip strategy, leading TSLQ to drop nearly 15% in a single trading session [2][10] TSLQ's November Setup - TSLQ benefitted from a pullback in Tesla shares, which fell despite positive EV policy developments, such as the "Big, Beautiful Bill" allowing substantial tax deductions for U.S.-assembled EVs [3] - Tesla's stock faced pressure from a significant year-over-year decline in China deliveries, which fell 36% in October, coinciding with increased competition from local EV manufacturers like Xiaomi [5] - Valuation skepticism was highlighted by NYU professor Aswath Damodaran, who described Tesla as "irrationally valued" and questioned its long-term strategic direction [6] Analyst Sentiment - Analyst sentiment remains generally positive, with Stifel maintaining a Buy rating and a price target of $508, suggesting over 20% upside potential [8] - However, there is a notable divergence in analyst targets, with a consensus target around $378, indicating growing disagreement among analysts, which could benefit leveraged inverse ETFs like TSLQ [9] Impact of Musk's AI-Chip Announcement - Musk's announcement about Tesla's internal AI-chip development, which includes the deployment of "several million" chips, reignited market interest in Tesla's long-term AI strategy, despite acknowledging production delays [10][14] - The structure of TSLQ, which seeks to deliver -2× the daily performance of TSLA, means that any positive movement in Tesla's stock can lead to significant losses for TSLQ, as seen with the recent 7% increase in Tesla's shares [11][12]

CONCLUDED Nvidia Stock Surges on Earnings Beat, Boosting the Broader Market Too Last Updated: 3 hours ago Nvidia CEO Says AI Chip Sales Are 'Off the Charts' By Tae Kim Nvidia CEO Jensen Huang says the artificial intelligence chip business is robust. "Blackwell sales are off the charts, and cloud GPUs are sold out,†Huang said in his company's earnings release on Wednesday. AI "compute demand keeps accelerating and compounding across training and inference — each growing exponentially.†Inference is the proc ...