May 28,The “AI shovel seller” Nvidia's stock price surged nearly 7% to 1,139 US dollars, once again reaching a record high. The market capitalization also surpassed 2.8 trillion US dollars, which is only about 100 billion US dollars short of Apple's market value of 2.91 trillion US dollars. Following the announcement of Nvidia's latest earnings report, the stock price has reached record highs for three consecutive days, rising about 20% during the period.
Notably, it only took 9 months for Nvidia's market capitalization to go from $1 trillion to $2 trillion. The increase from $2 trillion to $2.8 trillion even took less than 3 months.Next, the market will keep a close eye on when Nvidia's market capitalization surpasses $3 trillion.
Last week, Nvidia, which was named “the most important stock on Earth” by Goldman Sachs, once again announced unparalleled results that shocked global investors, dispelling people's concerns about the slowdown in AI related corporate spending.Facing growing consumer demand for AI software, generative artificial intelligence products such as ChatGPT and Google Gemini are making every effort to reserve AI GPUs.
Musk's strong assist! xAI financing sends positive signals to the industry
According to reports,Musk's artificial intelligence startup xAI has successfully raised $6 billion from investors.The company said the funds will be used to bring xAI's first products to market, build advanced infrastructure, and accelerate research and development.
Notably, xAI has never been like Amazon, Google,...

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Dell Technologies has been partnering with major GPU manufacturers to launch AI-optimized servers, which could change their growth prospects.
Driven by AI training, inference, and data, the AI server market is expected to grow rapidly in the near future.
Dell's Client Solutions Group is a mature market, but its commercial business has grown well due to superior pricing and total revenue per device.
Dell Technologies (NYSE: DELL) provides storage, servers, networking, PCs and workstations to commercial and consumer customers. Recently, Dell has been collaborating with major GPU manufacturers including Nvidia (Nvidia, NVDA) and Advanced Micro Devices (AMD) to launch AI-optimized servers. Although AI-related businesses currently account for less than 5% of total revenue, it is anticipated that the AI-optimized server and storage product portfolio has the potential to change Dell's growth model, and Dell will raise its full-year performance forecast.
Growth due to AI-optimized servers and storage
Market.us predicts that the AI server market will grow at a compound annual growth rate of 30.3% between 2023 and 2033, mainly driven by AI training, inference, and data. The AI servers are equipped with third-party GPUs, including Nvidia's H100, H200, and AMD's MI300X.

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Alibaba Group Holdings announced good results for the previous fiscal year and announced a special dividend, enhancing its value proposition.
The company's sales growth is stronger, and it is increasing its share buyback efforts, making it more attractive to investors.
Alibaba's cloud computing business is performing well. The company is investing in artificial intelligence products and is expected to achieve long-term growth.
Alibaba Group Holdings Ltd. (NYSE: BABA) shares rose in April and May, thanks to the e-commerce giant reporting healthy results for the last fiscal year. Alibaba also announced a special dividend of $0.0825 per common share, further strengthening its value proposition.
The e-commerce company's sales growth is also stronger, and the company is ramping up share buybacks, which may make Alibaba more attractive to investors. I think Alibaba's current consolidation provides a buying opportunity for long-term investors interested in investing in growing e-commerce companies.
Investment arguments
I rate Alibaba's stock as a buy. What supports my investment thesis is that as a leading e-commerce platform, it is expected to benefit from an improved consumer environment. Additionally, as Alibaba announced a special dividend and increased share buybacks, the company became more attractive to investors seeking a higher return on capital.
Sales rebound, Alibaba Cloud, focus on stock buybacks
Alibaba benefited from sales growth in the last quarter...

Having just listened to Greatec AGM, the boss is very confident about the company's future prospects.
Management has also prepared a blueprint plan for the next 10 years.
The future can be expected.
As is well known, GreateC's company has a total of 4 major segments.
They are Solar, e-Mobility, Semiconductor, and Life Science, respectively.
Currently, Solar and e-Mobility each account for 85% of Greatec's order book value.
Management also said that currently the Solar business has no plans to find new customers.
The only customer was First Solar, and the company was too late to do it.
Currently, the e-mobility market is slowing down, mainly due to the slow growth of the global electric vehicle market.
However, management believes that the e-Mobility market will improve next year.
Currently Greatec's e-mobility business,
This includes making batteries (modules & packs) and drive units.
There are currently 3 customers, and another potential customer will start placing orders in the next few months.
After that, the capacity was full, and the management was not looking for e-mobility customers for the time being.
Regarding Life Science, Greatec is still cultivating...