Micron Technology Achieves Revenue Growth for Six Consecutive Quarters, Driven by Demand for AI Chips

Translated Data: Micron Technology announced a continuous revenue growth for six consecutive quarters, primarily driven by the surging demand for AI chips. The company's CEO stated that the HBM3E memory chip modules have been sold out and are expected to generate several hundred million dollars in revenue for the company in 2024. The company plans to increase its capital expenditure for the fiscal year 2024 to meet the production demands of new memory modules.

DeepSeek Gains Global Attention: How a Quantitative Trading Fund's Tech Star Is Challenging U.S. AI Supremacy

The chatbot application developed by Chinese AI lab DeepSeek has topped the download charts on Apple and Google app stores this week, sparking questions from Wall Street and the tech industry about the sustainability of the U.S. AI leadership and chip demand. The company is supported by quantitative fund Huanfang Quantitative and uses efficient computing technology to train AI models. Its founder, Liang Wenfeng, established the fund in 2015 and used AI to assist in trading decisions.

OpenAI's Self-Developed AI Chips Pose No Threat to Nvidia's Stock Price

With the rapid development of artificial intelligence technology, tech giants are increasingly investing in new AI chips. Recently, news about OpenAI's self-developed AI chips has attracted widespread attention in the market, but industry experts believe this will not pose a substantial threat to Nvidia's stock price. Source of the image: The image is AI-generated, and the image licensing service provider Midjourney in a recent video report analyzed Nvidia's recent market dynamics and...

Former Intel Engineer Founded AI Chip Company Blaize Set to Go Public

With the rapid development of artificial intelligence, the investment boom in AI chip manufacturers has gradually intensified. Among them, Blaize has attracted wide attention in the market. Founded by a former Intel engineer, the company announced its plan to go public on NASDAQ through a SPAC (Special Purpose Acquisition Company) on January 14, 2025. Blaize was established in 2011 and is headquartered in El Dorado Hills, California. To date, it has raised $335 million in investments, primarily from Samsung and Mercedes.

NVIDIA CEO: Our AI Chip Improvement Speed Exceeds Moore's Law

At the recent CES conference, NVIDIA CEO Jensen Huang stated that the performance improvement speed of the company's AI chips has surpassed the historical standards set by Moore's Law. Moore's Law, proposed by Intel co-founder Gordon Moore in 1965, predicted that the number of transistors on a computer chip would approximately double every year, consequently doubling chip performance as well. However, in recent years, the pace of progress of Moore's Law has significantly slowed. Image source note: The image was generated by AI, image licensed by Midjourney.

NVIDIA's 2024 Acquisitions Surpass Total of the Previous Four Years

In 2024, NVIDIA significantly increased its efforts in venture capital, investing as much as $1 billion across 50 different funding rounds and several corporate acquisitions. This figure marks a substantial rise from $872 million and 39 funding rounds in 2023. After profiting $9 billion from AI chip sales, NVIDIA is concentrating resources on 'core AI' companies that require substantial computing power, many of which are also NVIDIA's clients. The investment list for 2024 includes some well-known companies.