Comparison of the real gap in AI GPU chips: Nvidia’s Blackwell platform has a profit margin of up to 77.6%, while AMD performs poorly. Morgan Stanley
Analyst: Nvidia H20 prices may increase by 18%, and costs will be passed on to Chinese customers.
Foxconn is working with Nvidia to develop robot brains, and these humanoid products will be able to think, judge and solve problems.
Data center energy consumption will account for 12% of total US electricity in 2028, and electricity prices will continue to rise.
Global smart glasses shipments surged 110% in H1 2025, with Meta accounting for more than 70% of the market share. Counterpoint
Six US Democratic senators published an open letter calling on Trump to reconsider his decision to sell AI chips to China.
OpenAI plans to sell $6 billion worth of stock, valuing it at as much as $500 billion.
GaN patent activity heated up in Q2 2025, with China Xidian University leading the innovation boom.
DDR4 prices are expected to rise by double digits in Q4 2025.
