Analyst: By 2030, the position of Ingweida in the field of AI data centre chips remained elusive. Move!

According to information from IT House on June 6th, according to Bloomberg 5th, Gil Luria, head of the DA Davidson technical research project, stated that the alternatives available to super-large cloud service providers in the supply of AI data centre chips were still limited, so that the profit margin of Yveida was stronger until 2030.

It is called: “Super-large cloud service providers do not have much choice. Overall, they remain almost entirely dependent on the British chip. So, in Inweida, about 75 percent of the Maori rate is relatively strong."

Although super-massive cloud service providers are approaching chip manufacturers such as Chase and AMD to reduce their dependence on a single supplier, Inveida continues to dominate the supply of AI chips for large data centre clients. The latest quarterly sales of British Weida increased by 85 per cent over the same period, to $81.6 billion (IT House Note: The current exchange rate is approximately 554.289 billion yuan), leaving a Maori ratio of 75 per cent after deduction of production costs.

Luria gave a “buy-in” rating of US$ 300 (the current exchange rate is about RMB 2038), with about 37 per cent of the increase compared to Thursday's closing prices. In its view, competitors were “at a very early stage” and super-large cloud service providers did not necessarily have strong bargaining power.

At the same time, investors have become more cautious about the short-term prospects of large chip firms as a result of the massive investment in the expansion of AI capacity.

In the five years that ended on 31 December, the stock price of Ingweida rose by more than 130 per cent, but after the financial report exceeded market expectations on 20 May, the stock price fell. On Thursday, local time, the AI chip sales outlook given by Chase failed to meet investors ' expectations and the stock price fell by a maximum of 16 months.

In Luriya's view, in view of the growth in revenue, Chase surrendered a “very good” performance. “But investors are now being trained to expect more.”

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