📉 The price of intelligence is collapsing while the cost of the infrastructure required to produce it remains extremely high - Bloomberg *It seems what companies are willing to pay to consume AI is falling quickly. ➡️ Compute remains expensive, some Nvidia servers shall rise by https://t.co/YbYKJfdwsZ #AI #Nvidia #TechTrends #Nocountrycodesarepresentinthetweet.
In the second quarter of 2026, Nvidia achieved sales of $96.2 billion, which represents a doubling compared to the previous year and exceeded analysts' expectations, while net profit rose to $59.7 billion, fueling the positive market sentiment for the entire technology sector, especially in Europe. (translated)
Yesterday Nvidia released its second quarter results. In just 25 days of this last quarter, it achieved the same profits that Stm accumulated over ten years of reports. Profits, not revenues. (translated)
Nvidia recorded a second quarter with revenues more than doubled to $96.2 billion and a net profit of nearly $60 billion, surpassing expectations for the fifteenth consecutive quarter, but its shares fell in after-hours trading due to investors' concerns over the sustainability of investments in artificial intelligence and rising infrastructure costs. (translated)
According to a media report, Nvidia is planning to acquire the AI platform Hugging Face for 12.9 billion US dollars to strengthen its market position in the field of artificial intelligence. (translated)
Kävin Kauppalehden Talousaamussa puhumassa Nvidian mielettömästä tuloksesta. Osake on superhalpa? Let me explain. Vuotta 2026 on jäljellä enää neljä kuukautta, joten tarkastellaan Nvidian arvostusta vuoden 2027 tulosennusteen kautta. Vuoteen 2026 tultaessa analyytikoiden konsensus odotti Nvidian tekevän vuonna 2027 vain 9,68 dollarin osakekohtaisen tuloksen. Eiliseen mennessä tuo ennuste oli noussut jo 13,03 dollariin. Tämän vuoden aikana tulosennuste oli siis noussut jo 35 %. Nvidia räjäytti eilen potin ennustamalla ensi vuoden liikevaihdon kasvuksi 70 %, kun analyytikoiden konsensus oli vain 44 %. Välikysymys: kuka edes ennustaa Q2-tuloksen yhteydessä seuraavaan vuoden kasvulukuja? Vastaus: Nvidia, koska tilauskirjat ovat jo täynnä. Tulospuhelussa Jensen ja CFO molemmat sanoivat, että kasvu olisi vieläkin kovempaa ilman pullonkauloja (mm. piikiekot ja pakkausprosessi TSMC:llä, HBM- ja DRAM-muistisirut Micronilta, SK Hynixiltä ja Samsungilta). Tekoälyajan pullonkaula siis tarkoittaa, että kasvaisimme muuten 100 %, mutta pullonkaulojen takia kasvu rajoittuu 70 prosenttiin. 70 % liikevaihto-ohjeistus 72-73 % bruttomarginaaleilla tarkoittaa sitä, että analyytikoiden konsensusennusteen pitäisi jo nyt nousta noin 15 dollariin. 15 dollarin osakekohtainen tulos eilisellä päätöskurssilla taas tarkoittaa P/E-kerrointa 14. Mutta koska Nvidia ohjeistaa aina hyvin konservatiivisesti, ensi vuoden kasvu on hyvin todennäköisesti yli 70 %. Todennäköisempää on siis se, että ensi vuonna raportoitu EPS on ennemminkin 16-17 dollaria. Jos taas lasketaan P/E-kerroin eilisellä päätöskurssilla ja 17 dollarilla, saadaan arvostuskertoimeksi 12. Oli ensi vuoden tuloksella laskettu arvostuskerroin sitten 12 tai 14, Nvidia on superhalpa. Uskon kaksinumeroisen tuloskasvun nimittäin jatkuvan 2030-luvulle asti. Toistan siksi viime kuussa tekemäni ennusteen, että Nvidian osake voi hyvin nousta 50 % seuraavan 12 kuukauden aikana. #Nvidia #osakkeet #talous
Nvidia plans to acquire the Hugging Face platform for $12.9 billion, aiming to strengthen its dominance in the field of artificial intelligence and gain control over a key location for AI model developers. (translated)
The company Nvidia announced that it more than doubled its quarterly profit and revenue, and forecasted revenue of around $108 billion for the third quarter, thereby confirming its leading position in the artificial intelligence chip market; however, the company's stock slightly weakened after the results were published due to concerns about the sustainability of its dominant position and high stock prices in the AI sector. (translated)
Nvidia agreed to acquire the startup Hugging Face for $12.9 billion, which reflects its continued interest in the development and support of artificial intelligence in the context of growing demand for this technology. (translated)
Nvidia is preparing for a significant acquisition of the Hugging Face platform for around $12.9 billion, which would further solidify its leading position in the artificial intelligence ecosystem as it would gain control over a key infrastructure component of open-source artificial intelligence. (translated)
Nvidia's revenue exceeded the forecasts for the second quarter of 2026, reaching $96.2 billion, and the company's profit grew 126% to $59.7 billion, while the firm predicts next quarter's revenue to be $108 billion, being the leader in artificial intelligence development and with the stock price having grown 850% over the past five years. (translated)
Skrót info ze świata w 1 min 🌍. 27 sierpnia - Pentagon: opcja wycofania 80 000 żołnierzy z 🇪🇺 -🇨🇳Chińscy hakerzy weszli do Fed, NASA, Senatu -OpenAI: AI osiągnie świadomość do końca roku -⚒️Indonezja.Kopalnie stop.Brak wody przez El Nino. Dziś węgiel koksowy +4% w Chinach. Braki surowca - 🇵🇱 7 dzień rząd ulega Meta. Oszustsa na Facebook - 🇳🇵Napal: trzęsienie ziemi. Lodowiec spadł w akwen. Giga 10m fala zalała miasto. Wiele ofiar -🇪🇺 UE z przepisami utylizacji torebek po herbacie -🏦 JPMorgan planuje własny stablecoin -💻 Nvidia: 3 klienci = 44% przychodów H1 -📱 Meta zapłaci 18 mld $ ugody z USA ws. social mediów. Świadomie uzależniała dzieci od portalu -🚢 lotniskowiec USS Abraham Lincoln >250 dni na morzu. Problemy psychiczne marynarzy - 🇱🇧 Izrael nadal burzy południowy Liban - 🇩🇪 Niemcy:2 ofiary malarii pracowników lotniska -🇵🇱🛫kolejne 5 sztuk F-35 zmierza do Polski -🤖 Nvidia: AI przekroczyło punk zwrotny. Nie da się go zawrócić. -🇩🇪Volkswagen: "daleko do końca zwolnień" -⛽️max ceny paliw : Pb95 6,57 , a ON 7,47 -🇮🇷 Sojusznicy USA: Ormuz nadal zaminowany -🇷🇺🇮🇷 Iran-Rosja: gaz przez Azerbejdżan - Apple: premiera nowego iPhone 9 września -Węgry. Problemy el.☢️Paks. Prąd po 3000zł/MWh -🇮🇷🇷🇺 Iran i Rosja: umowa $25 mld na 4 reaktory☢️ -🎮 GTA 6 zapowiedź dziś na Netflix -🇨🇳Chiny oficjalnie potępiają sankcje USA na Iran -Dziś Dzień Tira 🚛 (Czemu księża tak często zmieniają samochody? Chrzczone paliwo🙃) Poprzedni skrót : https://t.co/7II6VJNgFB #Wiadomości #Świat #Technologia
Nvidia reported record results in the second fiscal quarter, with revenue and net income more than doubling compared to the previous year, but the stock still showed a decline in after-hours trading and faces increasing competitive challenges and high costs. (translated)
The European left wants migration! It sees its chance here! (translated)
NVIDIA CFO just gave a rare longer-range view: “Our preliminary expectation is for fiscal year ’28 revenue to grow approximately 70% year-over-year.” She was clear: “This is a supply-constrained outlook” and “we expect supply to remain a bottleneck, at least through the end of #NVIDIA #Fiscal2028 #SupplyChain #Thetweetdoesnotmentionanyspecificcountries.Therefore #therearenocountrycodestoreturn.
Nvidia plans to acquire the Hugging Face platform, specializing in the development of open artificial intelligence models, for $12.9 billion, marking a significant step in its expansion into the AI sector following an increase in interest in open models due to recent security incidents. (translated)
🇺🇸 Stocks Rise With Nasdaq Futures on Nvidia Outlook: Markets Wrap – Bloomberg https://t.co/y8fxvTkpKq https://t.co/lz66q6V7WM #Stocks #Nasdaq #Nvidia #US
🇺🇸 Nvidia Predicts AI-Fueled Sales Surge Will Extend Into 2028 - Bloomberg https://t.co/uKmfyI71G7 https://t.co/kpJzIQvXK7 #Nvidia #AI #SalesSurge #US
