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Before the conference, some comments suggested that Nvidia may not announce any breakthrough achievements, but Huang Renxun and other Nvidia executives may take this opportunity to emphasize the achievements of Nvidia in the AI boom and demonstrate the company's long-term growth prospects. Some comments also believe that any relevant comments by Huang Renxun may become a driving force for the stock price. Huang Renxun's comments on AI chips during his recent trip to Asia have caused the stock price to rebound, and his related comments may boost market sentiment and make investors feel that Nvidia has not yet reached its revenue peak.

In February of this year, OpenAI CEO Sam Altman's news of raising $7 trillion to build a chip empire shocked the world. Recent news shows that OpenAI is moving forward toward Sam Altman's ambitious dream.

On Thursday, July 18th Eastern Standard Time, media reported that Sam Altman decided to launch a new company last year to develop and produce new artificial intelligence (AI) chips, and help build factories to produce these chips and data centers that use them. Since then, his plan has gone through countless ups and downs. There are signs that his efforts to create new chips are taking shape, but they are primarily internal efforts from OpenAI rather than a new enterprise's efforts.

According to insiders cited by the media, OpenAI has been recruiting former Google employees who were involved in the production of Google's AI chip Tensor Processing Unit (TPU), and is seeking to develop an AI server chip. OpenAI has also been in talks with chip design companies, including [company names not provided], about developing new AI chips. The OpenAI team discussed how the final chip could help with the new AI project envisioned by Ultraman, which aims to increase the computing power of AI developers like OpenAI. $Broadcom (AVGO.US)$A netizen commented on social media X that OpenAI is striving to compete with [company name not provided], and some comments are bullish on Broadcom's share price. Developing new chips is only part of Ultraman's plan. As mentioned in the media, Ultraman's senior managers have been in talks with executives from Taiwan Semiconductor since last year and continuing into this year. They discussed whether Taiwan Semiconductor could increase its production capacity to produce more NVIDIA chips or the new type of AI chips proposed by Ultraman. Taiwan Semiconductor executives told Ultraman that if he or OpenAI could commit to a large number of new chip orders, Taiwan Semiconductor would be willing to expand its chip production.

Please use your Futubull account to access the feature.$NVIDIA (NVDA.US)$Some commenters are bullish on Broadcom's stock price.

The media believes that the possibility of OpenAI developing server chips comparable to Nvidia is very small. This would take years to achieve results and could potentially lead to the risk of angering OpenAI's most important chip supplier Nvidia. However, it could also provide OpenAI with chips and be a bargaining chip for future pricing negotiations with Nvidia.

Developing new chips is only part of Ultraman's plan. As mentioned in the media, Ultraman's senior managers have been in talks with executives from Taiwan Semiconductor since last year and continuing into this year. They discussed whether Taiwan Semiconductor could increase its production capacity to produce more NVIDIA chips or the new type of AI chips proposed by Ultraman. Taiwan Semiconductor executives told Ultraman that if he or OpenAI could commit to a large number of new chip orders, Taiwan Semiconductor would be willing to expand its chip production. $Taiwan Semiconductor (TSM.US)$As mentioned in the media, Ultraman's senior managers have been in talks with executives from Taiwan Semiconductor since last year and continuing into this year. They discussed whether Taiwan Semiconductor could increase its production capacity to produce more NVIDIA chips or the new type of AI chips proposed by Ultraman. Taiwan Semiconductor executives told Ultraman that if he or OpenAI could commit to a large number of new chip orders, Taiwan Semiconductor would be willing to expand its chip production.

Another key to Sam Altman's plan is to build new data centers to house the chips. He told an industry executive that he plans to establish one or more companies with external investors, paying for property, electrical utilities, data centers, and servers with dedicated AI chips.

Prior reports suggested that Ultraman's ambitious $7 trillion chip empire dream could be considered crazy. $7 trillion is equivalent to 10% of global GDP and nearly 14 times the total revenue of the entire semiconductor market last year. Based on the market cap calculation at the time of $2 in February, this amount of money could basically buy all of the semiconductor ecosystem, including NVIDIA, [company names not provided], Taiwan Semiconductor, Broadcom, [company names not provided], and still have $300 billion leftover. $Advanced Micro Devices (AMD.US)$Broadcom$ASML Holding (ASML.US)$Broadcom$Intel (INTC.US)$,$Qualcomm (QCOM.US)$,$Arm Holdings (ARM.US)$Taiwan Semiconductor$Meta Platforms (META.US)$and still have $300 billion leftover.

The media pointed out that many chip industry executives believe that Sam Altman's factory expansion ambitions are unlikely to become a reality because it requires a large amount of funding and specialized labor. For example, TSMC CEO Wei Zhejia, at a press conference last month, said he was skeptical of the prospects of the new factory and that Sam Altman was "too radical."

Editor / jayden