#amd市值首破1万亿美元
👉 万亿门槛跨过去了
AMD's market value has just crossed the 1 trillion dollar threshold for the first time.
The stock price has been rising for five straight days.
What’s lifting it are AI and data center orders.
In this round of gains for chip stocks, it has been pushed to a record high by capital.
During the same period, Nvidia hasn’t followed.
Bloomberg assigns the valuation to this product line.
Old rival Intel has fallen behind, and the gap between the two companies has widened.
As for the 1 trillion dollar threshold, previously only a handful of chip companies had crossed it.
Behind the valuation are expectations for orders and capacity.
Chip price increases will filter through to cloud providers, and then into the pricing of AI services.
Compute costs will feel the pressure first.
Translated into market value, this company crosses the 1 trillion dollar threshold in one go.
On the demand side for chips, AI training and inference are pulling together.
The money spent on buying cards will ultimately be included in the model’s usage cost.
The stock’s upside comes from order expectations, not current-period profits.
For crypto, pricing power in the compute supply chain is shifting from miners to chip manufacturers.
How far do you think this chip rally can still go? Let’s chat in the comments.
👉 万亿门槛跨过去了
AMD's market value has just crossed the 1 trillion dollar threshold for the first time.
The stock price has been rising for five straight days.
What’s lifting it are AI and data center orders.
In this round of gains for chip stocks, it has been pushed to a record high by capital.
During the same period, Nvidia hasn’t followed.
Bloomberg assigns the valuation to this product line.
Old rival Intel has fallen behind, and the gap between the two companies has widened.
As for the 1 trillion dollar threshold, previously only a handful of chip companies had crossed it.
Behind the valuation are expectations for orders and capacity.
Chip price increases will filter through to cloud providers, and then into the pricing of AI services.
Compute costs will feel the pressure first.
Translated into market value, this company crosses the 1 trillion dollar threshold in one go.
On the demand side for chips, AI training and inference are pulling together.
The money spent on buying cards will ultimately be included in the model’s usage cost.
The stock’s upside comes from order expectations, not current-period profits.
For crypto, pricing power in the compute supply chain is shifting from miners to chip manufacturers.
How far do you think this chip rally can still go? Let’s chat in the comments.
