Outbreak of AI topics, NVIDIA for 5 consecutive days at record highs

Investors.com reports that Goldman Sachs the inclusion of NVIDIA Corporation recognized buy list, and adjusted the target price from $92 to $129.

Goldman pointed out that NVIDIA is a unique semiconductor industry growth story, games, cars, virtual reality, and machine learning (ML) are quite strong growth performance. Mizuho Securities analyst Vijay Rakesh 20th reiterated NVIDIA investment rating to "buy" and adjusted target price from $80 to $115, AMD (AMD) investment rating from "neutral" raised to "buy", the target price is set at US $13, Intel (Intel), investment ratings are "buy" and on the target price of $42. Rakesh said that deep learning, artificial intelligence (AI) is the next major computing model, NVIDIA, AMD and Intel are expected to benefit.

He mentioned that Intel started slowly in this area, but as the data center began using Xeon Phi co processor, companies are expected to benefit from GPU-related sales. Fighter wing (Barrons.com) blog reports, Goldman Sachs analyst Toshiya Hari pointed out that people in the industry estimate market potential size of machine learning, AI up to 5.01 trillion dollars.

NVIDIA competitors in the field of machine learning is two unlisted companies Graphcore, and Cerebras. NVIDIA at 2017 3rd quarter of the fiscal year (as of October 30, 2016) announced that Tesla (Tesla) Model s, Model x and Model 3 's new AutoPilot autopilot system would be equipped with NVIDIA DRIVE PX 2. In addition, NVIDIA also announced that Baidu (Baidu) Association, jointly develop drive, artificial intelligence and funding system.

NVIDIA and published in the 3rd quarter of operation codenamed "Xavier" Next-Gen Tegra processor, will act as the car of the future artificial intelligence supercomputers.

According to NVIDIA on September 28, uploaded to YouTube videos, nicknamed "BB8" self-drive test car in the no barrier line road, rain or the night traffic move safely. Tesla announced on October 19, now manufactured all electric vehicles (including Model 3) are equipped with automatic drive hardware accessories. Tesla stated that are now equipped with computer processing efficiency is the previous generation of 40 times, is responsible for implementation of their own development vision, sonar and radar processing software of neural networks.

Vehicles owned by the end of 2017, Tesla will launch unmanned mode, from Los Angeles to New York's Times Square. United Kingdom Financial Times report on December 4, Apple (Apple Inc.) admitted publicly for the first time admitted that the ongoing car development plans. Apple's quality control department director Steve Kenner from November 22 to the United States National Highway Traffic Safety Administration (NHTSA) mentioned in the content of the letter, Apple through machine learning products and services become more clever, more intuitive, and more personal.

He pointed out that Apple a lot of money developing automation and machine learning, the company's potential for automation system in the field of transport excited.

The Philadelphia semiconductor stock index rose 3.48%, collecting $105.17 NVIDIA December 20, 5th consecutive day record closing high; so far this year, rose as high as 219.08%.

AMD rose 5.11% 20th, collecting $11.51, since November 19, 2007 closing high; so far this year, rose as high as 301.05%. Intel up 0.87% 20th, collecting $37.21, a record closing high since October 18; so far this year, up 8.01%.