DynamicBeta @dynamicbeta
DynamicBeta Joined May 2009-
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Entering a 4-Year Memory Supercycle (JPM) 1. Global Memory Cycle • With surging datacenter and AI compute demand, a four-year upcycle is expected from 2024–2027. • Global memory TAM revised up by 6–24% versus prior estimates. • Introduction of HBM4E in Rubin Ultra…
From fast payments to tokenization, digital innovation is transforming finance. The challenge: harnessing benefits while managing risks, Aldasoro, Frost, and Shreeti write in F&D magazine. imf.org/en/Publication…
This is the biggest financial problem our society faces. Why is no one talking about it?
說了十年，AI 眼鏡這次真的要落地了！ 👓 AI/AR 眼鏡概念股整理： •CIS 影像感測器：豪威科技（603501 CH）、索尼（6758 JP） •鏡頭 & 模組：舜宇光學（2382 HK）、丘鈦科技（1478 HK）、歐菲光（002456 CH）、大立光（3406 TT）、立訊精密（002036 CH）、瑞聲科技（2018 HK）…
$BN predicts that the total AI data center capacity will grow by 11x in the next 10 years. We will add +75GW of capacity. $NBIS is one of the leaders in AI-cloud but its on its way to achieve only 1GW capacity by the end of next year. Even if we assume it can just achieve 4GW…
Global current account imbalances are widening again, reversing a post-crisis trend and signaling possible structural shifts, according to the IMF’s 2025 External Sector Report. imf.org/en/Publication…
高盛25年三季度AI采用报告要点：1、投资与硬件趋势 1）人工智能相关投资依然强劲，尤其集中在半导体板块。 2）预计到2026年底，半导体行业收入较当前水平增长38%。 3）预测上调：到2025年底，半导体收入较此前预期增加2030亿美元，AI硬件收入增加1230亿美元。…
高盛25年三季度AI采用报告要点：1、投资与硬件趋势 1）人工智能相关投资依然强劲，尤其集中在半导体板块。 2）预计到2026年底，半导体行业收入较当前水平增长38%。 3）预测上调：到2025年底，半导体收入较此前预期增加2030亿美元，AI硬件收入增加1230亿美元。… https://t.co/s53s1AslC2
ようやくHBMのプロセスのパワポお絵かきが終わった。 これでも相当色々省略されてるはずなので、HBMって作るの大変だなあって思いました。
标普500指数内约30只人工智能（AI）相关股票的合计市值占比已攀升至43%，显著高于2022年底的26%。自2022年11月ChatGPT发布以来，这些公司几乎贡献了该指数的全部市场回报和大部分盈利增长。 来源：摩根大通
China now dominates global car production. Second place isn't even close. In 1998, China accounted for 1.4% of global car production. In 2023, China accounted for 38.4% of global car production.
Hong Kong GF Securities’ annual AI accelerator shipment model: ** Notably, GF Securities projects that NVIDIA’s total GPU shipments will peak in 2026 and then start to decline. ** AMD’s growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly.
Hong Kong GF Securities’ annual AI accelerator shipment model: ** Notably, GF Securities projects that NVIDIA’s total GPU shipments will peak in 2026 and then start to decline. ** AMD’s growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly. https://t.co/a0I75NufKU
Latest AI read-through per request: usage continues to inflect. Frame of reference, AlphaSense token consumption is ~1% of MSFT+Azure - which an investor pointed out, puts this towards the tip of the spear of the end-user AI debate in the mkt. AS Deep Research already offers…
Fascinating
Micron is likely to shift its HBM4 capacity to general-purpose DDR5 due to HBM4 speed issues Micron is projected to face delays in its CS schedule compared to Samsung Electronics and SK Hynix due to HBM4 speed issues for NVIDIA. Industry sources estimate that providing samples…
$ORCL backlog was CRAZY+359% to $455B. HOW CAN YOU SAY THE AI BUBBLE IS NOW WHEN YOU SEE NUMBERS LIKE THIS! "We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359%…
@neilksethi Capital is shifting from buybacks to growth.
NEW: In the Sunday @nytopinion, Kurt Campbell and I argue America alone can’t match China’s scale. With "allied scale," it’s no contest. But if Trump keeps alienating US partners, we'll never get there—and the next century will be China's to lose.
I’ve been seeing a lot of chatter on X about “peak cycle” and how the economy looks late-cycle. So I wanted to tackle this head on and share a few thoughts of my own... This is from the August 21st MIT publication: A classic late-cycle economy typically has all the following…
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