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The congestion in most directions of the AI Industry Chain has significantly eased, but in April, which focuses more on performance, the key is still to find directions with strong internal performance certainty and cost-effectiveness.
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
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Jensen Huang Says 'I Was Wrong' About Quantum Computing: Apology Fails To Lift RGTI, IONQ, QBTS, QUBT
EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution
Nchiwla : do u mind kindly elaborating? :)
102875548 OP Nchiwla : the ETF has a fair number of "non quantum" stocks. So when ionq, qubt, qbtc & rgti takes a dive down, the ETF does not drop much.It works the same on the uptrend.
Go check out the portfolio.