http://rgsystems.gr/?fat=sites/bethkindig/ en-us https://specials-images.forbesimg.comhttps://www.forbes.com/imageserve/6123419f964f246391f9cac1/400x0.jpg?cropX1=0&cropX2=600&cropY1=0&cropY2=600 http://rgsystems.gr/?fat=sites/bethkindig/ Beth Kindig's stories. Copyright 2024 Forbes Media LLC http://rgsystems.gr/?fat=sites/bethkindig/2024/06/27/ai-pc-stocks-emerging-2024-and-2025-story/ AI-capable PCs are expected to more than triple by 2028, with AI PC stocks becoming a top trend to follow through 2025 and beyond. Read more in the analysis below. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_667dc10493a4535bd578d205 Thu, 27 Jun 2024 16:25:36 -0400 2024-06-28T03:39:36-04:00 AI-capable PCs are expected to more than triple by 2028, with AI PC stocks becoming a top trend to follow through 2025 and beyond. Read more in the analysis below. dpa/picture alliance via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/06/20/ai-power-consumption-rapidly-becoming-mission-critical/ Generative AI and rising GPU shipments is pushing data centers to scale to 100,000-plus accelerators, putting emphasis on power as a mission-critical problem to solve. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_667477a128fc29454d44a57e Thu, 20 Jun 2024 16:13:06 -0400 2024-06-21T04:40:03-04:00 Generative AI and rising GPU shipments is pushing data centers to scale to 100,000-plus accelerators, putting emphasis on power as a mission-critical problem to solve. AFP via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech AI /ai innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/06/07/prediction-nvidia-stock-will-reach-10-trillion-market-cap-by-2030/ Nvidia stock will reach a $10 trillion market cap by 2030 or sooner through a rapid product road map, impenetrable moat from CUDA, and due to being an AI systems company Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_666255d862ea233e60362457 Fri, 07 Jun 2024 09:15:00 -0400 2024-06-10T12:12:34-04:00 Nvidia stock will reach a $10 trillion market cap by 2030 or sooner through a rapid product road map, impenetrable moat from CUDA, and due to being an AI systems company Copyright 2024 The Associated Press. All rights reserved Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech Newsletters /newsletters-old Investing Newsletters /newsletters innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/05/30/taiwan-semiconductor-stock-april-sales-soar-from-advanced-nodes/ Taiwan Semiconductor TSM reported earnings, topping analyst estimates, helped by advanced nodes from Apple's 3nm chips and AI stocks Nvidia and AMD on 5nm/4nm. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_6657fedf0b64a42f916eb7e1 Thu, 30 May 2024 15:26:41 -0400 2024-06-19T09:35:38-04:00 Taiwan Semiconductor TSM reported earnings, topping analyst estimates, helped by advanced nodes from Apple's 3nm chips and AI stocks Nvidia and AMD on 5nm/4nm. SOPA Images/LightRocket via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech Money /money Investing /investing innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/05/22/nvidia-q1-earnings-preview-blackwell-and-the-200b-data-center/ Nvidia’s management will focus on the H200 in the upcoming Q1 earnings, yet it's the new Blackwell GPUs due in Q3/Q4 that will drive a $200B data center segment Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_664d4bb6e2146f62ab8ccd15 Wed, 22 May 2024 05:58:02 -0400 2024-06-04T01:29:56-04:00 Nvidia’s management will focus on the H200 in the upcoming Q1 earnings, yet it's the new Blackwell GPUs due in Q3/Q4 that will drive a $200B data center segment © 2024 Bloomberg Finance LP Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech Newsletters /newsletters-old Investing Newsletters /newsletters innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/05/17/amazon-stock-nearing-2-trillion-club-from-aws-growth--ads-catalyst/ Amazon stock touched fresh all-time highs following earnings, and the stock is on the cusp of surpassing the $2T milestone with AWS and advertising two main catalysts. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_6647587b1e4eb837204208a2 Fri, 17 May 2024 09:37:16 -0400 2024-06-04T01:15:02-04:00 Amazon stock touched fresh all-time highs following earnings, and the stock is on the cusp of surpassing the $2T milestone with AWS and advertising two main catalysts. SOPA Images/LightRocket via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech Cloud /cloud innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/05/09/big-tech-q1-earnings-ai-capex-increased-as-ai-related-gains-continue/ MSFT, AMZN, GOOG and META continue to dedicate tens of billions towards AI infrastructure, and overall were broadly optimistic on the opportunities that generative AI ... Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_663d113c05bfd17653785f6b Thu, 09 May 2024 14:23:38 -0400 2024-06-03T07:03:49-04:00 MSFT, AMZN, GOOG and META continue to dedicate tens of billions towards AI infrastructure, and overall were broadly optimistic on the opportunities that generative AI ... AFP via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech AI /ai innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/04/11/semiconductor-stocks-q4-overview-ai-gains-heat-up/ More than a dozen semiconductor stocks outperform the Nasdaq in 2024 with AI fueling optimism in the sector. We take a look at the top chip stocks in Q4 in this analysis. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_6616b27a96b26d1f7134c418 Thu, 11 Apr 2024 15:58:10 -0400 2024-04-15T03:21:16-04:00 More than a dozen semiconductor stocks outperform the Nasdaq in 2024 with AI fueling optimism in the sector. We take a look at the top chip stocks in Q4 in this analysis. NurPhoto via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech AI /ai innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/03/21/arm-stock-ai-chip-favorite-is-overpriced/ Arm's stock is positioned to capitalize on growing AI chip demand, but it is absurdly expensive, at more than double the market's AI favorite Nvidia on valuation metrics. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_65fc67c6c2e0d776965098d9 Thu, 21 Mar 2024 13:49:12 -0400 2024-05-09T12:32:49-04:00 Arm's stock is positioned to capitalize on growing AI chip demand, but it is absurdly expensive, at more than double the market's AI favorite Nvidia on valuation metrics. NurPhoto via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech AI /ai innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/02/23/nvidia-stock-gained-15-trillion-to-surpass-the-faangsapple-is-next/ We look at why Nvidia has been able to surpass every FAANG except Apple, and why it’s inevitable that it becomes the world's most valuable company in the next 2.5 years. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_65d900d26ddaec7fdf030197 Fri, 23 Feb 2024 16:41:59 -0500 2024-05-09T12:30:49-04:00 We look at why Nvidia has been able to surpass every FAANG except Apple, and why it’s inevitable that it becomes the world's most valuable company in the next 2.5 years. SOPA Images/LightRocket via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech AI /ai innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2024/02/15/palantir-stock-surges-from-artificial-intelligence-platform/ Palantir’s stock surged after Q4 earnings confirmed an acceleration in its US commercial business, driven by its AI platform. This is the major story for 2024 and 2025. Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_65ce482cc95fda3ba1ff0517 Thu, 15 Feb 2024 16:51:18 -0500 2024-05-09T12:24:59-04:00 Palantir’s stock surged after Q4 earnings confirmed an acceleration in its US commercial business, driven by its AI platform. This is the major story for 2024 and 2025. SOPA Images/LightRocket via Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech AI /ai innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2023/12/27/ad-spending-growth-to-accelerate-in-2024/ 2024 is widely expected to see an acceleration in ad spending. Retail media is expected to see 23% growth. CTV ads are expected to be the strongest ... READ MORE Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_6584c80f205a437321f4b98e Wed, 27 Dec 2023 07:15:00 -0500 2024-06-03T06:56:04-04:00 2024 is widely expected to see an acceleration in ad spending. Retail media is expected to see 23% growth. CTV ads are expected to be the strongest ... READ MORE Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech Money /money Investing /investing innovation consumertech standard http://rgsystems.gr/?fat=sites/bethkindig/2023/11/16/apples-services-growth-flywheel-continues-to-strengthen/ Apple’s Services segment was one of the brightest spots in a relatively in-line earnings report at the beginning of November, topping an $85 billion run rate as growth... Beth Kindig, Contributor Beth Kindig, Contributor http://rgsystems.gr/?fat=sites/bethkindig/ content_65558fce89e4dc133ee151a1 Thu, 16 Nov 2023 17:19:16 -0500 2024-05-09T12:33:18-04:00 Apple’s Services segment was one of the brightest spots in a relatively in-line earnings report at the beginning of November, topping an $85 billion run rate as growth... Getty Images Consumer Tech /consumer-tech Innovation /innovation Consumer Tech /consumer-tech Money /money Investing /investing innovation consumertech standard