Investing in the next phase of AI race after Nvidia earnings

  • 📰 YahooFinanceCA
  • ⏱ Reading Time:
  • 60 sec. here
  • 10 min. at publisher
  • 📊 Quality Score:
  • News: 55%
  • Publisher: 63%

Nvidia Noticias

Jensen Huang,Harvest Portfolio Management,Artificial Intelligence

The AI trade is still alive and well! Chip powerhouse Nvidia (NVDA) beat its fiscal first-quarter earnings, reported on Wednesday, and CEO Jensen Huang...

reported on Wednesday, and CEO Jensen Huang believes artificial intelligence will continue to be a"giant market opportunity" for the company.

Here's what he said, we have a great position in inference because inference is just a really complicated problem, you know, and the software stack is complicated.It's just gonna be a giant market market opportunity for us. He can do that to make us feel that they've got their bases covered and they're not going to peak just as Ben said, necessarily with large language model building.

It's something that we hear regularly as people are exploring where to put those workloads um in the cloud.But, but again, as we said, right, there's a huge set of competition out there. So Dell is my way to play it because Super Micro has already been uh too good of an investment for me.Not necessarily the infrastructure as much, although I guess you could call the hyper scalars infrastructure.Oh yeah, I own uh the uh hyper scalars.

But exactly how hard is it, I guess, II I think the best way to think about this and this sort of ties to a little bit of the segment that you had before about what's going on with A IP CS. And they have a whole host of customer success stories, economic stories, money saving stories, performance per watt stories.

Hemos resumido esta noticia para que puedas leerla rápidamente. Si estás interesado en la noticia, puedes leer el texto completo aquí. Leer más:

 /  🏆 47. in CO
 

Gracias por tu comentario. Tu comentario será publicado después de ser revisado.

Colombia Últimas Noticias, Colombia Titulares

Similar News:También puedes leer noticias similares a ésta que hemos recopilado de otras fuentes de noticias.

Chip stocks: Wolfe Research bullish on AMD, NvidiaChip stocks are in the spotlight at Wolfe Research, with the firm reiterating its Outperform rating on Nvidia (NVDA) and Advanced Micro Devices (AMD). The...
Fuente: YahooFinanceCA - 🏆 47. / 63 Leer más »

How Nvidia earnings are impacting the chip marketNvidia (NVDA) has issued its highly anticipated earnings report, surpassing expectations for both revenue and profitability. Yahoo Finance's Jared Blikre...
Fuente: YahooFinanceCA - 🏆 47. / 63 Leer más »

Nasdaq, S&P 500 futures pop as Nvidia results light up chip stocksThe Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.
Fuente: KitcoNewsNOW - 🏆 13. / 78 Leer más »