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TRUMP PLANS SUMMIT WITH GULF LEADERS DURING SAUDI TRIP - AXIOS ...
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$NVDA Seaport 글로벌 증권: PT $100
https://finance.yahoo.com/news/nvidia-just-got-first-sell-221500344.html
https://finance.yahoo.com/news/nvidia-just-got-first-sell-221500344.html
Yahoo Finance
Nvidia Just Got Its First Sell Rating From Wall Street -- Should Investors Be Worried?
Seaport Global Securities analyst Jay Goldberg just issued a sell rating on the stock and a new price target that is the lowest on Wall Street. The artificial intelligence chip king, Nvidia (NASDAQ: NVDA), has been on a long, dominant run for several years…
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$GOOGL 전기기사 교육 자금 지원
https://www.reuters.com/sustainability/boards-policy-regulation/google-funding-electrician-training-ai-power-crunch-intensifies-2025-04-30/
https://www.reuters.com/sustainability/boards-policy-regulation/google-funding-electrician-training-ai-power-crunch-intensifies-2025-04-30/
Reuters
Google funding electrician training as AI power crunch intensifies
Google will fund the training of tens of thousands of new U.S. electricians, the company told Reuters on Wednesday, as Big Tech wades deeper into the country's power industry on its hunt for the massive amounts of electricity needed for its AI expansion.
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$GOOGL 전기기사 교육 자금 지원 https://www.reuters.com/sustainability/boards-policy-regulation/google-funding-electrician-training-ai-power-crunch-intensifies-2025-04-30/
이게 기존 데이터센터는 주로 근무 시간대에 전기를 썼다면 지금 AI 데이터센터는 훈련도 추론용도 다 하루에 여러 번, 틈틈히 피크전력 도달한다고 알고 있음 자주 돌아가니까
그래서 AI가 SW, HW에서 발전하면서 연산량 당 필요한 전력량은 줄어들겠지만 연산량도 더 높아질거고 데이터센터도 많아질 것이니 전기와 관련된 내러티브가 기존이랑은 생각보다는 다를 수도 있긴 함
그래서 AI가 SW, HW에서 발전하면서 연산량 당 필요한 전력량은 줄어들겠지만 연산량도 더 높아질거고 데이터센터도 많아질 것이니 전기와 관련된 내러티브가 기존이랑은 생각보다는 다를 수도 있긴 함
Forwarded from Market News Feed
SAUDIS WARN OPEC+ VIOLATORS OF ADDITIONAL SUPPLY UNLESS THEY IMPROVE ...
Forwarded from Market News Feed
BARCLAYS CUT BRENT CRUDE PRICE OUTLOOK, CITING FASTER-THAN-EXPECTED OUTPUT HIKES BY OPEC+ ...
Forwarded from Walter Bloomberg
TRUMP ASKED IF ANY TRADE DEALS ARE COMING THIS WEEK: COULD VERY WELL BE
(@WalterBloomberg)
(@WalterBloomberg)
Forwarded from aa
The U.S. is expected to announce new chip tariffs on May 7, with rates likely between 25% and 100%, according to Taiwan media. But only 10 companies have submitted comments to the Commerce Dept so far—sparking concern that the low response could be seen as a green light for the Trump administration to move ahead.
Source: Reuters, Economic Daily, BIS
Source: Reuters, Economic Daily, BIS
Forwarded from Pluto Research
미국산 등 LNG 해상 물동량 확대 + LNG선 수요 증가
https://www.bloomberg.com/news/articles/2025-05-05/eu-set-to-propose-banning-russian-gas-imports-by-end-of-2027
https://www.bloomberg.com/news/articles/2025-05-05/eu-set-to-propose-banning-russian-gas-imports-by-end-of-2027
Bloomberg.com
EU Set to Propose Banning Russian Gas Imports by End of 2027
The European Union is set to propose measures to ban Russian gas imports by the end of 2027, as the bloc pushes to sever ties with the country that was once its biggest energy supplier.
Forwarded from Walter Bloomberg
JAPAN CHIP TRADER RESTAR GIRDS FOR TRUMP TARIFFS WITH OVERSEAS EXPANSION - NIKKEI
(@WalterBloomberg)
(@WalterBloomberg)
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$NVDA Seaport 글로벌 증권: PT $100 https://finance.yahoo.com/news/nvidia-just-got-first-sell-221500344.html
$NVDA 파이퍼샌들러 Capex 민감도분석
지금 Pre-market에서 조금 빠지는건 그냥 저번주에 올랐으니 내리는거 아닌가 싶긴 한데
어쨌든 고객사 Capex가 천년만년 오르는 건 아니니 참고는 해둘법한듯
https://www.edaily.co.kr/news/read?newsId=01754806642165968
지금 Pre-market에서 조금 빠지는건 그냥 저번주에 올랐으니 내리는거 아닌가 싶긴 한데
어쨌든 고객사 Capex가 천년만년 오르는 건 아니니 참고는 해둘법한듯
https://www.edaily.co.kr/news/read?newsId=01754806642165968
이데일리
[美특징주]엔비디아, 데이터센터부문 매출 감소 분석에 개장전 ↓
엔비디아(NVDA)의 데이터센터 부문의 매출이 최악의 경우 연간 98억 달러까지 감소할 수 있다는 분석이 나왔다. 5일(현지시간) 파이퍼샌들러는 보고서를 통해 데이터센터 부문에 대한 민감도 분석을 진행한 결과 고객사들의 자본지출이 둔화될 경우 이같은 부정적 영향이 발...