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... 18:55
Charles Liang on the Future of AI at HumanX 2025

Supermicro

1+ months ago 2K views

Artificial intelligence advancements rely heavily on Supermicro's platform, which integrates GPUs from companies like Nvidia. By fostering rapid data center construction, exemplified by the Colossus Data Center built in just 122 days, Supermicro efficiently supports AI applications. Innovation in cooling technology and a commitment to 'Green Computing' result in significant energy savings. While demand for AI continues to escalate, it’s crucial to maintain quality amidst increasing competition, especially as new players emerge. The future of AI is limitless, with potential applications extending beyond current capabilities, fundamentally changing various industries.
04:54 - 05:07

Supermicro focuses on energy efficiency through Green Computing technologies.

Supermicro AI Trends
... 8:35
Should Artificial Intelligence (AI) Stock Investors Buy ASML Stock?

Parkev Tatevosian, CFA

1+ months ago 3K views

ASML sells high-end semiconductor manufacturing equipment, and its major customers include companies like Taiwan Semiconductor Manufacturing and Intel. ASML's stock price has fallen from over $1,000 to around $700 a share, prompting discussions on whether this represents a buying opportunity for long-term investors. The video evaluates ASML's revenue growth, operating profit margins, and return on invested capital, concluding that the stock appears undervalued despite geopolitical challenges. Ultimately, the recommendation is updated to suggest that ASML remains a strong buy for long-term investors.
04:51 - 05:54

ASML shows excellent returns on invested capital, positioning it favorably against competitors.

ASML Finance
... 11:34
TSMC DROPS MASSIVE News for AI Stock Investors

Jose Najarro Stocks

1+ months ago 5K views

TSMC's recent announcement of a $100 billion investment in manufacturing in the U.S. raises questions about the state of the AI market. This investment aims to establish advanced manufacturing capabilities and bolster the domestic semiconductor industry, particularly in AI-related sectors. TSMC's plans include constructing new fabrication plants and advanced packaging facilities. Despite the recent downturn in semiconductor stocks, this significant commitment suggests confidence in future demand, potentially driven by anticipated growth in AI technologies. However, uncertainties remain regarding capital expenditures and their implications for margins and partnerships in the semiconductor ecosystem.
04:28 - 04:40

Nvidia affirms its reliance on TSMC's manufacturing for enhanced supply resilience.

TSMC AI hardware Finance
... 10:1
AMD's New $200B AI Business

Antonio Linares

1+ months ago 7K views

AMD's FPGA technology, acquired through the Silinx purchase, is set to create a transformative $200 billion market in AI, particularly at the edge. The company's adaptability in reconfiguring circuits enables superior energy efficiency and low latency critical for AI operations. Over the next decade, AMD aims to capitalize on this emerging AI market, integrating more efficiently with existing CPU and GPU products. The partnership with SpaceX signifies AMD's growing role in AI inference solutions and the significant potential this technology holds for various industries, yet the market has yet to recognize its value fully.
01:40 - 01:50

AMD's chiplet platform enhances modularity, enabling tailored solutions for various AI workloads.

AMD AI hardware Tech & Hardware
... 4:21
Super Micro set to be a 'top player' in AI: Strategist

Yahoo Finance

1+ months ago 7K views

Super Micro shares surged after a positive long-term revenue outlook, which eased investor worries about meeting NASDAQ deadlines for audited financial results. Although their near-term forecasts and reported results fell short of expectations, projected revenues of $40 billion by 2026 reinvigorated investor confidence. Super Micro has strategic partnerships with AI leaders like Nvidia and AMD, giving them an edge in the rapidly growing AI market. Continued progress on financial reporting is crucial for sustaining investor interest and potential future growth in the AI sector.
03:19 - 04:00

Steady revenue growth and timely reporting crucial for maintaining partnerships in AI.

Super Micro Computer AI hardware Tech & Hardware
... 10:23
Missed The 2024 AI Boom?? Billionaire Says This Is Your LAST CHANCE—Buy These 3 AI Stocks NOW!

Learn From Most Influential Investors

1+ months ago 1K views

The AI market faces uncertainty as it enters 2025, with skepticism returning despite previous successes in AI-driven stocks. Investment firm VanEck asserts the semiconductor and AI revolution continues, highlighting opportunities in lesser-known stocks. They point to potential growth in companies like Super Micro Computer Inc., ASML Holdings, and Advanced Micro Devices Inc. as key players in shaping the AI landscape. With projected revenue growth rates and significant technological advancements, these companies demonstrate strong potential for remarkable returns amidst market chaos.
07:24 - 07:54

AMD is positioned for growth with its next-gen AI chips and data center expansion.

Machine Learning Finance
... 10:3
Wall Street Is Dead Wrong! Billionaires Are All-In - These 3 AI Stocks Will Make You Millionaire

Millionaires Investment Secrets

1+ months ago 6K views

Deep Seek's recent breakthroughs have disrupted AI, showcasing a 700 billion parameter model trained for under $6 million, which is significantly cheaper than U.S. spending on AI models. This shift could trigger increased spending from U.S. tech companies in response to competitive pressures. Key players such as ASML, TSMC, and AMD are poised to benefit from this AI arms race. Notably, ASML remains pivotal in producing advanced AI chips, while TSMC anticipates ongoing demand as AI infrastructure spending soars. Amidst these developments, Nvidia faces challenges but also potential for growth in response to the evolving market landscape.
02:58 - 03:08

ASML confirms critical role in the AI Revolution with record-breaking earnings.

Nvidia Machine Learning Finance
... 6:53
SMCI "Further Room to Grow" in A.I. Economy

Schwab Network

1+ months ago 8K views

Super Micro's forthcoming business update is highly anticipated, especially regarding their required filings and 2025 guidance amidst a competitive AI server market. There's concern over the impact of previous accounting allegations, though current sentiment appears optimistic. Despite the potential for positive news, risk remains due to past irregularities and recent price spikes, leading to cautious investor sentiment. The discussion emphasizes the need for confidence in competitive strategies, especially in the rapidly evolving AI sector, while noting that Super Micro's previous SEC settlement adds a layer of scrutiny. Market dynamics and strategic execution will be crucial for future growth.
03:09 - 03:37

The importance of competition and executing strategies in the AI sector.

Supermicro AI hardware Finance
... 6:53
SMCI "Further Room to Grow" in A.I. Economy

Schwab Network

1+ months ago 8K views

Super Micro's forthcoming business update is highly anticipated, especially regarding their required filings and 2025 guidance amidst a competitive AI server market. There's concern over the impact of previous accounting allegations, though current sentiment appears optimistic. Despite the potential for positive news, risk remains due to past irregularities and recent price spikes, leading to cautious investor sentiment. The discussion emphasizes the need for confidence in competitive strategies, especially in the rapidly evolving AI sector, while noting that Super Micro's previous SEC settlement adds a layer of scrutiny. Market dynamics and strategic execution will be crucial for future growth.
03:09 - 03:37

The importance of competition and executing strategies in the AI sector.

Supermicro AI hardware Finance