● Nvidia, Trump – Ban!
Nvidia Chip Changes in the Recent AI Revolution and Their Impact on the Global Economy
1. H100 Product and Market Status
H100 is the most sold standard product.
There is high interest in the Chinese market, but it is currently restricted by U.S. policy.
This situation needs to be noted as it also affects the global economy.
2. President Biden’s AI Revolution and Policy Changes
President Biden has decided to limit China’s computing power in light of the AI revolution.
Accordingly, measures have been taken to prevent Nvidia chips from being easily sold to China.
This policy is also a strategy to protect America’s technological advantage and security.
3. Nvidia’s Response Strategy: Launch of H800 Product
Nvidia has prepared a response strategy considering the large demand in the Chinese market.
Since the H100 product cannot be sold as is, the company has launched the H800 chip with reduced performance.
The H800 chip provides about 75% of the performance of the H100, but is sold at almost the same price.
This strategy is interpreted as a decision to balance U.S. sanctions policies and the demands of the Chinese market.
4. China’s Response and New Challenges: H20 Product
China’s AI development is progressing faster than expected.
China is not satisfied with just low-performance products and is attempting independent development.
As a result, the H20 chip, which delivers only 20-25% of the performance of the H100, has emerged.
The emergence of this product can be seen as a counterattack by China against the U.S. strategy and is expected to act as an important variable in the future competition and economic flow.
Summary
The H100 product is the most sold standard product.
President Biden intends to limit China’s computing power through the AI revolution, restricting sales of Nvidia chips.
In response, Nvidia launched the lower-performance H800 chip (75% performance), setting the price almost the same.
However, thanks to China’s rapid AI technology development, the H20 chip, which delivers about 20-25% of the performance of the H100, has been introduced.
All these changes are expected to have a major impact on the future market competition landscape along with key SEO keywords such as the global economy, AI revolution, Nvidia, the Chinese market, and computing power.
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*YouTube Source: [이효석아카데미]
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● Alibaba’s US Delisting Risk Soars, Buffett’s Succession, New York Market
Crude Oil Price Plunge Background, Summary of OPEC+ Production Increase and Impact on the Global Economy
1. OPEC+ Production Increase Announcement and Crude Oil Price Plunge
Crude oil prices plunged again over the weekend.
The main reason is that the OPEC+ meeting decided to significantly increase production in the coming months.
A plan to increase production by 411,000 barrels per day starting in June, which is about three times larger than the originally expected increase, was announced.
In particular, the decision by key oil-producing countries such as Saudi Arabia and Russia to directly increase production has heightened market anxiety.
As crude oil prices are approaching a four-year low, concerns about oversupply are amplified.
2. Market Reaction and Downward Revision of Major Institutions’ Outlooks
Following the announcement of the production increase, the stock prices of energy-related companies fell, while airline companies (Lufthansa, Air France, etc.) showed positive results.
Goldman Sachs lowered its oil price forecasts.
Brent crude was lowered from $63 to $60 per barrel, and WTI was lowered from $59 to $56 per barrel by $3 each by the end of this year.
Next year’s outlook was also revised downward, and it was warned that if demand slowdown and economic recession continue, Brent crude could fall to $40 and WTI could fall to the late $30s.
3. Impact of President Trump’s Tariff Policy and International Situation
The media reported that President Trump’s trade tariff policy influenced the decision to increase production.
It is interpreted that the increase in tariffs on major educational countries led to a drop in oil prices.
At the same time, stock prices in other energy-consuming sectors, such as aviation, reacted differently.
In addition, the tariff and trade war structure between China and the United States is further amplifying international economic uncertainty.
4. Future Oil Price Outlook and Global Economic Uncertainty
Based on the Goldman Sachs report, in addition to the median forecast, the decline in oil prices will be even greater if there is a possibility of demand slowdown and economic recession.
In addition, global supply chains, trade negotiations between the United States and China, and the Trump administration’s additional tariff policies are expected to have a significant impact on future oil prices and the global economy.
Investors should pay close attention to these variables and seek appropriate risk management and long-term investment strategies.
The background to the plunge in oil prices is the announcement of a large-scale production increase by OPEC+.
The decision to increase production by 411,000 barrels per day starting in June was made by major oil-producing countries such as Saudi Arabia and Russia, raising concerns about oversupply.
Accordingly, Goldman Sachs lowered its oil price forecasts for this year and next year, and in the worst-case scenario of economic recession and demand slowdown, Brent crude could fall to $40 and WTI to the late $30s.
President Trump’s tariff policy and international trade issues are also affecting oil price volatility, requiring careful responses from investors around the world in the face of economic uncertainty.
Key SEO Keywords: Oil price, production increase, US economy, investment, global economy
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*YouTube Source: [Maeil Business Newspaper]
– [美개장포인트] 알리바바 美 상폐 확률 70%ㅣ버핏 은퇴선언 후 주가는?ㅣ오찬종의 매일뉴욕
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