US Stock Market News | Microsoft's GB200 chip orders surge 3-4 times, NVIDIA rises more than 2%
On Monday, NVIDIA rose more than 2%, hitting a record high again at $141.18 per share, with a total market value of $3.5 trillion. On the news front, Tianfeng International Securities analyst Ming-Chi Kuo's latest release of the industry chain order information for NVIDIA's Blackwell GB200 chip shows that Microsoft is currently the world's largest GB200 customer, with order volume in the fourth quarter of this year surging 3-4 times, exceeding the total of all other cloud service providers. In a new report, Ming-Chi Kuo stated that the capacity expansion of the Blackwell chip is expected to start in the early fourth quarter of 2024, with estimated shipments in the fourth quarter between 150,000 and 200,000 units, and shipments in the first quarter of 2025 expected to increase significantly by 200% to 250%, reaching 500,000 to 550,000 units
According to the Zhitong Finance and Economics APP, on Monday, NVIDIA (NVDA.US) rose by over 2%, once again hitting a record high at $141.18 per share, with a total market value of $3.5 trillion. On the news front, Tianfeng International Securities analyst Guo Mingchi's latest release of the industrial chain order information for NVIDIA's Blackwell GB200 chip shows that Microsoft is currently the world's largest GB200 customer, with order volume in the fourth quarter of this year increasing by 3-4 times, exceeding the total of all other cloud service providers.
In a new report, Guo Mingchi stated that the capacity expansion of the Blackwell chip is expected to start in the early fourth quarter of 2024, with estimated shipments between 150,000 and 200,000 units in the fourth quarter. Shipments in the first quarter of 2025 are expected to increase significantly by 200% to 250%, reaching 500,000 to 550,000 units