4retire
3時間前
TAKE
Nvidia Stock Has Almost Recovered From DeepSeek Rout. There’s More Good News.
Investors who bought the dip can afford a smug smile as they look toward the company’s earnings next week.
Follow Barron's in Apple News
N?vidia stock rose early Tuesday as it moved within touching distance of recouping all its losses from the DeepSeek market rout.
The shares rose 0.8% to $139.97 ahead of the open, closing in on the $142 level at which it was trading before the Chinese start-up’s apparently low-cost artificial-intelligence model roiled tech stocks last month.
Nvidia stock tumbled 17% on Jan. 27 as the AI chip maker’s market capitalization fell by close to $600 billion, the biggest one-day loss ever by a U.S. company.
But just three weeks later it’s almost fully recovered, and investors who bought the dip can afford a smile as they look toward the company’s earnings next week.
There’s more good news. The South Korean government announced plans to acquire 10,000 graphics-processing units (GPUs) as it looks to build a national AI computing center. That includes Nvidia’s H100 and H200 GPUs, South Korea’s Yonhap News Agency reported Monday.
Hargreaves Lansdown analyst Matt Britzman said it’s another sign that “Nvidia’s demand extends well beyond the giant U.S. tech companies.”
He added: “We’ve now seen several countries express an appetite for building their own computing clusters, with the massive U.S. Stargate project grabbing the most headlines. This is supportive to the Nvidia investment case, and presents a relatively new and scalable demand avenue for its market leading chips.”
One concern for Nvidia has been whether prices for its existing chips will hold up as companies and governments compete to buy its newest Blackwell hardware. The latest data from UBS suggest pricing is stable for Nvidia’s H100 chips and even its older A100 processors.
“Pricing for most GPU instances has remained steady (and in most cases is tending, if anything, higher)—a bullish read-through that supply remains the growth limiter for Nvidia, rather than demand,” wrote UBS analyst Timothy Arcuri in a research note.
Arcuri has a Buy rating on Nvidia stock with a $185 target price.
eastunder
4時間前
DeepSeek Did Nvidia a Favor
https://www.msn.com/en-us/money/topstocks/deepseek-did-nvidia-a-favor/ar-AA1zcm4B?ocid=BingNewsSerp
DeepSeek hasn’t sunk Nvidia’s prospects for a big year. But more-grounded hopes should still prove advantageous to the artificial-intelligence giant as it navigates a tricky road ahead.
The panic sparked by the Chinese AI startup’s revelations last month cost Nvidia nearly $750 billion in market cap in a little over a week’s time. The stock has recovered some since, but is still down about 6% as of Friday’s close compared with the Nasdaq’s flat performance over the same period.
DeepSeek’s claims to have produced an advanced AI model at a relatively low computing cost raised the prospect that demand could wither for Nvidia’s expensive systems that have been considered must-haves for any company looking to build up generative AI capabilities.
The recent spate of earnings reports from Nvidia’s largest customers strongly suggest otherwise. Amazon, Meta Platforms and Google-parent Alphabet all projected sharp increases in capital spending for this year—on top of a surge last year. All three also touted their relationships with Nvidia in their earnings calls.
Amazon Chief Executive Andy Jassy said the “deep partnership” between the two will last “for as long as we can see into the future.” Amazon expects capital spending to top $100 billion in 2025, with most of it going to AI infrastructure.
That bodes well for Nvidia’s own quarterly report on Feb. 26. The data-center segment that includes most of the company’s AI chips and services is expected to show revenue more than doubling to $113 billion for the fiscal year ended January.
But there is also growing worry that a transition to Nvidia’s new Blackwell chip family could cause a short-term hiccup in growth. Data-center revenue in the fiscal fourth quarter is expected to have risen by only $2.6 billion from the period ended October, according to estimates from FactSet.
That would be a sharp deceleration from the $4.5 billion in data-center sales added in the previous quarter—and the lowest sequential gain for that segment since AI demand started booming in early 2023.
Nvidia CEO Jensen Huang said on the company’s last earnings call in November that Blackwell production “is in full steam.” But many analysts don’t expect those Blackwell shipments to hit high volume until the second half of the new fiscal year, which could mean a disappointing forecast from Nvidia for its April-ending quarter. Mark Lipacis of Evercore ISI said an “air pocket” in shipments is the biggest risk to his positive outlook on Nvidia’s stock heading into the report.
Nvidia’s clipped valuation could thus be a blessing in disguise, if it helps ground expectations a bit ahead of what could be a mixed report. The stock is now trading a little under 32 times projected earnings for this year, compared with a forward earnings multiple of nearly 40 times six months ago.
Nvidia is also now cheaper by that measure than most of its megacap tech peers despite superior growth projections, with revenue projected to rise 53% this year compared with 12.2% average growth expected for Apple, Microsoft and the other tech giants fetching market caps of more than $1 trillion each, according to FactSet data.
And most of those companies are still planning to shovel many billions more Nvidia’s way. DeepSeek won’t be making Nvidia come up short just yet.
rolvram
4時間前
Grok 3 is officially the Best AI chatbot in the world!
This is HUGE News.
But here's where it gets interesting.
@xai was able to do this by betting that "scaling laws" would hold.
What does that mean?
It means that if you have a bigger unified AI supercomputer to train with, you can create a smarter base AI system.
This fact is TERRIFYING for every other company and nation in the world working on frontier AI models because @xai already has the world's biggest unified training cluster, and it's growing much faster than anyone can keep up with.
It only took 4 months for xAI to build a working, unified training cluster of over 100k @nvidia H100s.
The previous largest was ~30k H100s, so they more than tripled the world's best.
But xAI didn't stop there.
Within 3 months after completion of the first 100k cluster, they were able double it to 200k (or an equivalent amount of higher performance GPUs).
This lead in training cluster size looks unassailable.
@elonmusk's unparalleled execution makes him one of Jensen Huang's favorite customers, which means xAI will get first priority when NVIDIA starts shipping their next generation of bigger, better, and faster GPUs.
And that's not all.
xAI is also MUCH FASTER at getting new GPUs added to their cluster once they've been received than any other company.
Between their existing lead, their ability to acquire next generation GPUs before competitors, and their lightning fast speed in putting those new GPUs to work in training, how is anyone supposed to compete with xAI?
doc2016
1日前
the idea of a virtual pbx keeping track and a registry of quantum entangled and their states would seem to yield information about how best to maintain quantum coherence and uptime/qos? all of that could be put toward the yield of logical qubits from physical qubits being optimized? including the settings/programming of such and their photonic management? for instance what is the optimal sampling of the qubits, timing, energy wavelengths, magnetic fields, temperature, qubit types, silicon dioxide insulation use, etc.
intel previously announce a photonics research place in ? texas. now broadcom and others are said to be interested in the intel photonics r and d division.
such a communications capabilities would make cuda-q better going forward?
4retire
2日前
Broadcom, TSMC eye possible Intel deals to split storied chipmaker, WSJ reports
PUBLISHED SUN, FEB 16 20257:03 AM EST
Reuters
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The logo of Intel is seen during Computex 2024 in Taipei on June 4, 2024. (Photo by I-Hwa CHENG / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)
The logo of Intel is seen during Computex 2024 in Taipei, Taiwan, June 4, 2024.
I-hwa Cheng | Afp | Getty Images
Intel’s
rivals Taiwan Semiconductor Manufacturing Co.
and Broadcom
are each eyeing potential deals that would break the U.S. chipmaking icon in two, the Wall Street Journal reported on Saturday, citing people familiar with the matter.
Broadcom has been closely examining Intel’s chip design and marketing business, the Journal reported, adding that the company had discussed a potential bid with its advisers but would likely only proceed if it found a partner for Intel’s manufacturing business.
TSMC, the world’s biggest contract chipmaker, has separately studied controlling some or all of Intel’s chip plants, potentially as part of an investor consortium or other structure, the report said.
Broadcom and TSMC are not working together, and all of the talks so far are preliminary and largely informal, the Journal added.
Intel’s interim executive chairman, Frank Yeary, has been leading the discussions with possible suitors and Trump administration officials, who are concerned about the fate of a company seen as critical to national security, the report said.
Yeary has been telling individuals close to him that he is most focused on maximizing value for Intel shareholders, the report added.
Intel, Broadcom, TSMC and the White House did not immediately respond to Reuters’ requests for comment.
A White House official told Reuters on Friday that President Donald Trump’s administration might not support Intel’s U.S. chip factories being operated by a foreign entity after Bloomberg reported that TSMC was considering taking a controlling stake in Intel’s factories at Trump’s request.
The White House official said the Trump administration supported foreign companies investing and building in the U.S. but was “unlikely” to support a foreign firm operating Intel’s factories.
Bloomberg reported that Trump’s team raised the idea of a deal between the two firms in recent meetings with officials from TSMC, who were receptive, citing a person familiar with the matter.
Intel was among the largest beneficiaries of the U.S. push to onshore critical chip manufacturing led by former President Joe Biden’s administration.
In November, the U.S. Commerce Department said it was finalizing a $7.86 billion government subsidy for Intel.
The company is one of a few chipmakers that design and manufacture semiconductors.
TSMC boasts a market valuation about eight times larger than that of Intel. The Taiwanese company’s customers include AI chip leader Nvidia
and AMD
, which is Intel’s fierce rival in PC and server markets.
Former Intel CEO Pat Gelsinger, who was ousted last year, set sky-high expectations for Intel’s manufacturing and AI capabilities among major clients but fell short, leading to the chipmaker losing or canceling contracts, Reuters reported previously.
Intel’s shares lost about 60% of their value last year as the company’s capital-intensive bid to bolster manufacturing — a strategy championed by Gelsinger — strained its cash flow and ultimately led to it cutting about 15% of its workforce.
doc2016
2日前
geminia 2.0 says, "While specific details about the internal architecture of the NVIDIA mini supercomputer, Project DIGITS, haven't been fully disclosed, it's highly probable that it utilizes stacked die technology. Here's why:
High Performance in a Small Form Factor: Project DIGITS is designed to be a compact, personal AI supercomputer delivering petaflop-level performance. Achieving this level of computing power in such a small device necessitates the use of advanced packaging technologies like stacked dies to maximize chip density and minimize power consumption.
GB10 Grace Blackwell Superchip: The supercomputer is powered by the GB10 Grace Blackwell Superchip, which integrates a Blackwell GPU and a Grace CPU. Both of these components are likely built using stacked die technology to enhance their individual performance and enable efficient communication between them.
Industry Trend: The semiconductor industry is increasingly relying on stacked die technology to create more powerful and efficient chips. This trend is driven by the need to continue Moore's Law and deliver ever-increasing performance. NVIDIA is at the forefront of this trend, and it's logical to assume they would employ this technology in their latest supercomputer.
Memory and Interconnect: High-bandwidth memory (HBM) is often used in conjunction with stacked die technology to provide the necessary memory bandwidth for high-performance computing. Additionally, advanced interconnect technologies are required to enable efficient communication between the stacked dies and other components on the chip.
While we don't have explicit confirmation, the combination of high performance, small form factor, and the use of the GB10 Grace Blackwell Superchip strongly suggests that Project DIGITS leverages stacked die technology."
north40000
3日前
NVDA's attempt to acquire ARM was nixed by DOJ/FTC. A day or two ago, CNBC-TV reported that NVDA dumped its investment in SOUN, and bought shares of other of its partners HIMS and NBLS. I added to positions of both in our portfolio with cash received from mergers involving our ~ 52k shares of CDMO (and fewer shares of RVNC) that completed in the past couple of weeks. CDMO had been #4 in market value in our portfolio, behind JNJ, NVDA, and VCEL.
JJ8
5日前
Trend Analysis
NVDA appears to be consolidating within a longer term uptrend. Shares are presently above the 200-day moving average, which is rising along with the 10-day moving average. However, the Average Directional Index, or ADX, is below 20, indicating that shares have exhibited sideways movement recently. Comparative Relative Strength analysis shows that this issue is lagging the S&P 500.
Momentum for NVDA is strongly bullish. The 14-period Slow Stochastic Oscillator is rising, as investors pay higher prices for shares.
Today's volume is in-line with the norm for this point in the day, with 112,355,487 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders. As of 12:37 PM ET Thursday, 02/13/2025
doc2016
5日前
china manipulation of news in order to buy cheaper usa tech stocks to replenish chinese pension funds. they've done it before, and no one did boo to them.
now they do it again with the plausible excuse of it being done within their great firewall and the data they trained it on? but if we believe openai and others, deepseek used their hedgefund owners as cover for the big investment in learning,etc. and then did their distillation on it claiming that's all folks.
now they bully apple into using alibaba ai for their population. any western users want to use alibaba ai from within the great wall? might as well get your own world view from the little red book. these same officials put dunce caps on scientists and put them to work in fields? educational diaspora ensued. now they try to entice them back? vance goes to paris and tells macron to create their own ai ip. no freebies and definitely better respect usa patents/copyrights/ and not try to steal ip. they got money from biden for green energy /global warming, but not going to happen with the new guy. cooperation is one thing, they think the marshall plan forgiveness is something forever? their gratitude lasts less than a generation or two and then it's back to messing around with other's stuff. no , this time they have to pay for it.
4retire
6日前
calls DeepSeek a 'disinformation machine'
Security researchers warned that DeepSeek's website had computer code that could send some user login information to a Chinese state-owned telecom company that has been barred from operating in the U.S.
In addition, independent researcher SemiAnalysis disputed claims that DeepSeek V3 incurs a training cost of roughly $6 million. It pegged the total server capital expenditure at $1.3 billion.
And NewsGuard branded the chatbot phenom a “disinformation machine” that failed to provide accurate information 83% of the time and frequently inserted Chinese government messaging into unrelated responses.
"NewsGuard’s analysis of how DeepSeek responds to prompts related to disinformation from China, Russia and Iran found that the chatbot repeated false claims even in response to neutral, straightforward queries," the group said.
Louis Navellier, chairman and founder of Navellier & Associates, said during a recent podcast that DeepSeek was announced during the NFC-AFC football playoffs “and that news took a bunch of stocks down premarket.”
“I guarantee your average trader is watching those football games,” he said. “It looks like it was done to just hit the market because the app's not working, to be honest with you. It's crashing the cloud constantly, so whatever narratives the short sellers are using are now over.”
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