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Insider
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Nvidia CEO says AI innovations like China's Deepseek show how 'software finds a way' amid US export controls
- Nvidia CEO Jensen Huang expressed uncertainty about the effectiveness of US export controls against China.
- Huang acknowledged that export controls have significantly impacted Nvidia's revenue from China.
- He mentioned strong competition from Chinese companies like Huawei and emphasized the role of software in finding workarounds.
- Despite export restrictions, Nvidia reported a strong quarter with a 78% year-over-year revenue increase.
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Pymnts
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Nvidia CEO: Q4 Revenue Up 80% YoY as Agentic AI Aims to Transform Businesses
- Nvidia's Q4 revenue increased by 80% YoY, driven by sales of its most advanced chip architecture.
- Nvidia CEO sees the AI era is just beginning, with AI advancing rapidly and expanding into various industries.
- The market for AI workloads and GPUs is expected to continue growing, despite competition from low-cost AI models.
- Nvidia reported strong earnings for Q4, with net income up 80% and revenue up 78% YoY.
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Insider
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Nvidia CEO says AI models like DeepSeek's R1 need 100 times more compute
- Nvidia CEO Jensen Huang says AI reasoning models require 100 times more compute resources than traditional models.
- Huang emphasizes that the demand for Nvidia's chips mainly comes from inference computing.
- DeepSeek's innovative reasoning AI model, R1, is widely adopted by AI developers to scale model performance.
- Competition in the inference market is increasing, and Nvidia's dominant position is being challenged by new players and custom AI chips from cloud companies.
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Siliconangle
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Nvidia’s sales leap 78% as it starts ramping up next-generation Blackwell GPUs
- Nvidia reported a strong fourth-quarter with earnings of 89 cents per share and revenue of $39.33 billion, up 78% from a year ago.
- The company forecasts growth of about 65% in the current quarter, with expected sales of $43 billion.
- Nvidia's profitability improved, with a net profit of $22.09 billion in the last quarter.
- Despite a decline in gross margin to 73%, Nvidia's stock rose over 1% in extended trading.
- The company's success is tied to its next-generation GPU Blackwell, which accounted for over $11 billion in sales last quarter.
- The data center business unit, including Blackwell and Hopper AI chips, made up 91% of Nvidia's total revenue, rising almost tenfold in two years.
- Nvidia sees increasing demand for Blackwell chips primarily for AI inference, with data center revenue reaching $35.6 billion, exceeding expectations.
- Investors voiced concerns about competition from rivals in AI accelerators, but Nvidia remains optimistic about its market leadership.
- While some segments like networking equipment and gaming experienced declines, Nvidia's automotive chip sales doubled year-over-year to $570 million.
- Despite a 2% year-to-date stock decrease, Nvidia's stock gained momentum after the positive earnings report.
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Siliconangle
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Nvidia’s sales leap 78% as it starts producing more next-generation Blackwell GPUs
- Nvidia reported a strong fourth-quarter earnings, beating estimates with earnings of 89 cents per share and revenue of $39.33 billion, marking a 78% increase from the previous year.
- The company's net profit rose to $22.09 billion in the quarter, up from $12.29 billion a year ago, and it forecasted a 65% growth in sales to $43 billion for the current quarter.
- Despite a decline in gross margin to 73%, Nvidia's data center business unit, largely driven by next-generation GPU Blackwell, saw significant growth, surpassing revenue forecasts.
- Nvidia's data center revenue hit $35.6 billion in the quarter, with Blackwell sales accounting for over $11 billion and large cloud service providers driving demand for the new chips.
- The company's relevance in the AI chip market faces potential threats from competitors like Amazon, Google, and Microsoft, but it believes in maintaining its lead due to advanced technology and market positioning.
- Nvidia's gaming business revenue dropped 11%, while its automotive chip sales more than doubled, but remain relatively small compared to its AI business.
- Investors are cautiously optimistic about Nvidia's future performance but are mindful of high expectations and potential downside risks, especially as the competition in the AI chip market intensifies.
- Despite the positive earnings report, Nvidia's stock is still down 2% year-to-date, reflecting both opportunities and challenges ahead for the company in the rapidly evolving tech landscape.
- Nvidia's CEO mentioned strong demand for Blackwell chips for AI inference tasks, emphasizing the shift towards more powerful AI models that require significantly more computing power.
- Analysts believe Nvidia will maintain growth momentum in the data center segment with increasing Blackwell adoption, although competition and market expectations pose challenges.
- Overall, Nvidia's performance in the fourth quarter showcases its continued success in the AI-driven market, with a focus on innovation, expansion, and strategic positioning for future growth.
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VentureBeat
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Nvidia revenues hit $39.3B, up 78% in FYQ4 — with no sign of slowdown (updated)
- Nvidia reported revenue of $39.3 billion for FYQ4, up 78% from last year, with a GAAP EPS of 89 cents.
- The stock price rose to $132.87, exceeding analysts' estimates, with a market value of $3.16 trillion.
- Investors became concerned about Nvidia's position after news of competitive AI models at lower costs emerged.
- Nvidia's CEO highlighted the demand for Blackwell AI supercomputers and future opportunities in AI.
- The company expects Q1 FY2025 revenue to be $43.0 billion, with strong gross margins and operating expenses.
- Nvidia secured partnerships for AI technologies with major cloud service providers like AWS and Microsoft.
- It announced collaborations with Verizon, Siemens Healthineers, and industry leaders to advance healthcare and AI applications.
- New offerings like the GeForce RTX 50 Series and DLSS 4 were introduced to enhance gaming experiences.
- Nvidia unveiled Project DIGITS, NVIDIA Media2, and Nvidia Cosmos to expand AI capabilities across various sectors.
- In the automotive sector, Nvidia saw revenue growth, partnerships with Toyota and Hyundai, and advancements in autonomous driving systems.
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The Robot Report
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LIPS and ADLINK deliver 275 TOPS at the edge for advanced AMR perception
- ADLINK Technology Inc. has announced that its edge computing platform for artificial intelligence is fully compatible with the perception development kit developed by LIPS Corp. and based on NVIDIA Isaac Perceptor.
- The ADLINK DLAP-411-Orin, integrated with LIPSedge AE Active Stereo 3D cameras, provides the necessary hardware stack for the onboard perception functions of an autonomous mobile robot (AMR).
- The edge computing platform offers AI computing performance, 3D vision, and is designed specifically for AMRs, while the LIPSAMR Perception DevKit supports NVIDIA Isaac ROS for building AMR applications.
- The collaboration between ADLINK and LIPS enhances AMRs with perception and navigation, enabling autonomous operations across industrial applications.
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Insider
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Markets are pricing in a 10% move in Nvidia stock after earnings
- The options market is suggesting a 10% move in Nvidia stock after the company reports earnings.
- Such a move would send Nvidia stock below $120 or above $140 per share.
- Implied volatility is calculated using at-the-money options straddle costs.
- Many analysts expect Nvidia stock to move higher, with an average price target of $175.
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Guardian
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Nvidia to report first earnings since shock debut of Chinese AI DeepSeek
- Nvidia will report its Q4 2024 earnings amid concerns about slowing demand for semiconductor chips.
- Investors are worried about the sustainability of mass investment into AI infrastructure as Microsoft cancels leases with data center operators.
- The introduction of China's DeepSeek AI model has raised challenges to Nvidia's market dominance by showing new models don't rely on Nvidia's expensive GPUs.
- Nvidia's performance and ability to address challenges will be crucial in maintaining their position as AI evolves.
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Digitaltrends
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Nvidia’s RTX 5060 Ti might give AMD an unexpected edge
- Nvidia is set to release the RTX 5060 Ti soon, with two models like the RTX 4060 Ti.
- The RTX 5060 Ti will expand Nvidia's Blackwell generation, launching in late March and April.
- The RTX 5060 Ti will feature two variants: 'SKU 10' with 16GB VRAM and 'SKU 15' with 8GB VRAM.
- Despite improvements like GDDR7 VRAM and increased bandwidth, the 128-bit memory bus may limit performance.
- The RTX 5060 Ti shares similarities with the RTX 4060 Ti, potentially repeating past issues with VRAM constraints.
- AMD could benefit from Nvidia's memory setup, offering GPUs like the RX 9060 XT with more VRAM and better value.
- Intel's focus on performance-per-dollar aligns with AMD's strategy, offering competitive options in the GPU market.
- The RTX 5060 Ti may face challenges with memory limitations, but the switch to GDDR7 could mitigate some issues.
- The upcoming weeks will shed light on the RTX 5060 Ti's position in the market amidst new AMD and Nvidia releases.
- Expectations are cautious for the RTX 5060 Ti, as its performance leap may not meet gamers' high hopes.
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Insider
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Nvidia earnings live updates: Wall Street watching chip demand and guidance around DeepSeek
- Nvidia will release its Q4 earnings today.
- Investors are interested in how Nvidia plans to handle China's DeepSeek model.
- Nvidia is expected to meet Q4 revenue expectations and raise its Q1 guidance due to strong demand for Blackwell GPUs.
- The consensus estimate for Nvidia's Q4 revenue is $38.25 billion.
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Moneyweb
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Stock pickers’ light tech holdings are blessing as megacaps fall
- Stock pickers are holding their smallest allocations of megacap names such as Apple and Nvidia since the global financial crisis, boosting their funds’ performance in a year that has kicked off with a slide in technology shares.
- The under-allocation of active fund managers to large tech companies has turned out to be a blessing as these stocks have faltered in 2025. Nearly 49% of actively managed mutual funds and exchange-traded funds comparing themselves to the S&P 500 are outperforming the index this year.
- High levels of market concentration hurt performance comparisons for stock pickers. Just 10 companies accounted for two-thirds of the S&P 500’s $10 trillion gain in market value last year.
- Stock pickers are benefiting from reduced correlation among stocks, allowing individual names to chart their own course. However, the resilience of big tech stocks in recent years poses a risk for active managers.
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Pcgamesn
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It could take up to 16 weeks to get your hands on an Nvidia GeForce RTX 5090 GPU
- Customers who have pre-ordered the Nvidia GeForce RTX 5090 GPU may have to wait up to 16 weeks to receive their cards.
- Nvidia has been facing stock shortages for its new gaming GPUs, causing prices to increase globally.
- Overclockers in the UK informed customers about the extended lead time, highlighting the delayed availability of the RTX 5090.
- While the transparency is appreciated, the long waiting period raises concerns for gamers eager to obtain their pre-ordered cards.
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Medium
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The Nvidia Boom: How It Became a Tech Giant
- Nvidia has experienced explosive growth, largely driven by its GPUs' importance in AI development.
- The company's stock has surged, making it one of the most valuable companies in the world.
- Data centers, not gaming, now generate more revenue for Nvidia, positioning it as a leader in AI infrastructure.
- Nvidia faces competition from other tech giants and potential risks due to supply chain constraints and geopolitical tensions.
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Hackaday
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Import GPU: Python Programming with CUDA
- The introduction of graphics processing units (GPUs) for general-purpose computing is an important recent development in the computing world.
- An introduction to CUDA and PyTorch, an open-source library, is provided for Python developers to utilize Nvidia GPUs for general-purpose computing.
- The guide covers topics such as thread creation, GPU memory management, creating CUDA kernels, and Python integration.
- Learning GPU programming is crucial to stay relevant in the field, especially with the rise of machine learning and other frontiers in computer science.
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