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Top related persons:
Mizuho's Rakesh Vijay Rakesh - 2 Mizuho - 1 Vijay Rakesh - 1 Chipmaker - 1 Rakesh - 1 Dow Jones - 1 Jensen - 1 Huang - 1
Top related locs:
United States Mizuho Santa Clara
Top related orgs:
Materials - 1 AMD - 1 Mizuho - 1 Morning - 1 Nvidia - 1 Bloomberg - 1

Search resuls for: "Mizuho's Rakesh"


3 mentions found


☆ Applied Materials dominate their space and nothing has structurally changed, says Mizuho's Rakesh
  + stars: | 2024-11-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApplied Materials dominate their space and nothing has structurally changed, says Mizuho's RakeshVijay Rakesh, Mizuho managing director, joins 'The Exchange' to discuss why Applied Materials moved lower in Friday's session, if there's reason to be concerned about the performance of semiconductors, and the fate of electric vehicles in the United States.
Persons: Mizuho's Rakesh Vijay Rakesh, Mizuho Organizations: Materials Locations: United States
☆ AMD is starting to execute well in the artificial intelligence market, says Mizuho's Rakesh
  + stars: | 2023-11-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD is starting to execute well in the artificial intelligence market, says Mizuho's RakeshVijay Rakesh, managing director and senior semiconductor analyst at Mizuho, joins 'Squawk on the Street' to discuss AMD's ability to compete in the market for AI chips, the tech giant's sales pitch to its end customers for artificial intelligence, and more.
Persons: Mizuho's Rakesh Vijay Rakesh Organizations: AMD, Mizuho
☆ Nvidia could mint $300 billion in AI revenues by 2027, 10 times the expected takings this year, analyst says
  + stars: | 2023-07-25 | by ( Huileng Tan | ) www.businessinsider.com   time to read: +2 min
Mizuho analyst Vijay Rakesh said Nvidia's share price has another 20% upside to run on the AI boom. Chipmaker Nvidia's having a great year with its stock price doubling amid the artificial intelligence, or AI hype — and it could get even better. The company could generate around $300 billion in AI-specific revenue by 2027 with a 75% market share of AI server units, Rakesh added. That's 10 times his projection of $25 billion to $30 billion in AI revenues this year, he told Dow Jones on Monday. In June, Morgan Stanley called Nvidia its "top pick" on the back of demand for its AI chips.
Persons: Vijay Rakesh, Chipmaker, Rakesh, Dow Jones, Jensen, Huang, Mizuho's Rakesh, bullish, Morgan Stanley Organizations: Morning, Nvidia, Bloomberg Locations: Mizuho, Santa Clara
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