“It is difficult to present predictions, especially around the future,” said Yuji Beira, the great wise wise of modern baseball. His observation is correct in all aspects of life, especially in the world of high technology.
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In November 2022, Openai Chatgpt was released, and showed us how to generate Amnesty International Our concepts can be broken about what machine learning can do. Last month, Chinese emerging company released the latest AI, R1, and shook the world of vibrators.
R1 is said to have outperformed the best artificial intelligence models on the American scene – but what makes this development really important is how. The R1 Open Source Model, Deepseek has claimed that the cost of artificial intelligence training – the common cost of background technology and devices that make it possible – is only $ 6 million. This is a small portion of the costs associated with some artificial intelligence systems attached to the U.S. title, such as ChatGPT, Gemini or Grok.
But is this a sign of a seismic transformation in the development of artificial intelligence, or just anomalies? Bird Teristan’s analyst Jera tends to the latter, indicating that this may be an exception than the beginning of the trend.
“Dibsic is high in the demands of the grandmother, but the time will determine whether it creates a disruption in the current artificial intelligence models and Amnesty International – we strongly doubt that it does not do so. The cost of the demands looks unrealistic, based on current artificial intelligence research and GPU processes, and therefore no It can be compared to a dimension with the amount of artificial intelligence costs already published without the presence of Deepseek. OPINED.
With this in mind, GERRA is multiplied on NVIDIA (NASDAQ: NVDA) and Micron (Nasdaq: MU) as the highest Amnesty International. Both companies are the leaders of industry, both of which have “strong purchase of analysts”, both of which benefit from the growth of artificial intelligence. Let’s take a closer look.
Nafidia
First in our list, NVIDIA, not only the largest world Semiconductor The company – it is one of the largest companies that are traded in Wall Street. The chip maker’s share lost a historic amount of $ 590 billion in the aftermath of Depsik’s headlines, the largest decrease in one day ever.
However, the Nevidia’s rise in the Turks has been well documented and even represented the last loss of Deepseek, and the stock has gained 441 % over the past three years. The gains have become combined with very strong sales, as GPU chips in NVIDIA have proven to be the most popular with data center operators and artificial intelligence developers.
R1’s launch was a direct challenge to this hegemony. According to Deepseek, their latest AI’s latest versions of high processor chips are not used or dependent on high -speed computing. As a result, it makes a small part of the requirements of the authority we see in the applicable AIS. If the R1 rises to this noise, it will become the first new model of artificial intelligence, and NVIDIA, which depends on its success, will be forced to control the market for expensive processors, and with the ability to artificial intelligence, to adapt quickly. This is clear that investors were terrified.
Nafidia, for its part, appears to take this development in a step. The company issued a statement praised by Deepseek due to its impressive progress in artificial intelligence technology, especially in showing the scaling capabilities at the time of testing. The company also noticed that the R1 Deepseek still depends on previous artificial intelligence models – and those that use more traditional training methods than artificial intelligence.
Assuming that NVIDIA is correct, the high-end chips market that can correspond to artificial intelligence does not disappear-and NVIDIA occupies the main position in this market, although delay in the new BlackWell series. Last summer, NVIDIA revealed the successor of the Blackwell series, Rubin, a new structure of GPU, which is scheduled to be released in 2026.
In the last group of financial results, which covers the second quarter of 2015, NVIDIA recorded $ 35.08 billion of revenues, an increase of 93 % on an annual basis and overcame expectations by $ 1.95 billion. In summary, NVIDIA Non-GAP EPS of 81 cents per share was better than expected. The company ended the third financial quarter with $ 38.5 billion in cash and other liquid assets, providing the company with deep pockets to overcome the storm.
For Tristan Gira, the key here is that NVIDIA is still a strong player with a strong production line. “We are slightly reduced by our 2H’s 2H signs of NVIDIA, given our expectations of a mix less than GB200 against the B200/B300 this year based on problems at the system level. Reducing our grace unit estimate this year by the amount of 1 million to 1.5 million units to calculate the implementation challenges; this mixture can reduce the bullish direction to the revenue of the artificial intelligence for this year. The Rubin platform should stimulate the growth/revenue.
As the best idea, ”NVIDIA shares get a rating that surpasses performance (i.e. purchase) from GERRA, which targets $ 195 per share of 49 % over the current levels during the next year (to watch the GERRA record, Click here))
In general, NVIDIA shares bear a strong purchase rating from the consensus of the street analyst, based on 39 recent reviews that include 37 for purchase and 3 to keep them. The shares are currently trading at $ 131.14 and has a average target price of $ 178.86, indicating up to a year 50 % up to a year. (He sees NVDA shares forecast))
Micron technology
Next in our list is Micron, a semiconductor chips company based in Boise, Idaho. The company is particularly famous for its memory chips, and the basic components of artificial intelligence mutation. Micron high -scale micron chips are especially suitable for artificial intelligence uses.
In February last year, Micron announced that it cooperates with NVIDIA, as HBM3E chips provide the largest company for use in semiconductors that can be able to artificial intelligence. Recently, Micron HBM4 has been chosen for use on the upcoming Rubin platform in NVIDIA. Micron is proud that its HBM chips can match or exceed the performance of their competitors with 30 % less energy consumption, giving them a competitive advantage in a difficult field.
Like NVIDIA above, Micron made a strong blow with the launch of the R1 Deepseek. Micron, like most of its peers, has benefited greatly from the high artificial intelligence over the past few years. However, by intensifying and providing the strong memory chips required by the artificial intelligence centers and high -speed computing, the company is vulnerable to the Deepseek version of the less expensive artificial intelligence competitor. Chips consume less power but maintain their performance: the main characteristics that will be necessary to compete with the Depsic model.
Like NVIDIA above, Micron comes to this battle with a record of successes. The company’s profits and revenues were heading up in the last quarters. In the recently reported period, Micron’s revenues of $ 8.71 billion increased by 84 % on an annual basis, and street expectations died, while the unimportant arrow profitability of $ 1.79 overcame expectations by 2 cents. Micro 6.7 billion dollars had cash and cash rewards at the end of the first financial quarter.
Upon check -in again with the Baird Gerra analyst, we find it optimistic about Micron – noting that the company is exposed to Robidia as a basic point. “We are upward on the Robin slope, which will be very positive for HBM content. The size of the greater death and the number of I/O of Robin means a 30 % increase in the HBM capacity required to support the flat size. This dynamic supports the continuation of the narrow HBM supplies. In 2026, you will benefit from pricing/margin, in our opinion.
Looking at the future, the analyst gives the MU rating a rating that exceeds performance (i.e. purchase), with a $ 130 target indicating 42 % in the upper direction in the next 12 months.
The category of strong consensus on the consensus depends on Micron on 23 recent reviews divided into 21 purchases and contracts. The stock price is 91.68 dollars, and the average price of $ 136.1 is slightly more difficult than the View, indicating one year increase by 48 %. (He sees MU stock expectations))
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Responsibility: The views expressed in this article are only the opinions of distinguished analysts. The content aims to use it for media purposes only. It is very important to make your own analysis before doing any investment.
