U.S. Market Outlook: NVIDIA and OpenAI to massively deploy AI infrastructure by 2030; Intuitive Machines gains momentum after securing a $600 million satellite contract; OmniaAb shares rise on new drug development deal with Lilly - Moomoo

The US technology sector is experiencing a new wave of growth, with artificial intelligence development serving as the core driver. NVIDIA, as the leading GPU manufacturer, is collaborating with key A... Read original →

The AI infrastructure initiative led by NVIDIA and OpenAI is reshaping the semiconductor ecosystem. As GPU technology advances, it drives upgrades across the entire supply chain, from chip fabrication to system-level platforms. Government incentives in the U.S. are increasing operational costs but also creating strategic advantages for domestic players. Companies like Intuitive Machines and OmniaAb gaining major contracts signal emerging investment trends in AI-driven sectors such as space tech and pharmaceuticals. In the next 12–24 months, as AI expands into edge computing and industry-specific applications, chip architectures will shift toward heterogeneous computing, intensifying competition. Leading firms may pursue acquisitions to solidify market positions, while smaller players risk marginalization.