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Quatrième trimestre boursier, ce qui va compter fondamentalement - #NVDA TradingView https://t.co/QFOfFJmIpY
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prin
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Quatrième trimestre boursier, ce qui va compter fondamentalement - #NVDA TradingView https://t.co/QFOfFJmIpY
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🤖 Nvidia's CEO isn't worried about AI risk — but regulators and users might be
The Nvidia CEO called industry safety warnings "doomsday narratives", but the timing is raising eyebrows 👀
Just days later, 4 paying AI subscribers sued Anthropic, OpenAI, Google & xAI 📜
The claim? That the companies illegally agreed to slow AI development down together, pointing to Anthropic CEO Dario Amodei's essay calling for industry-wide pacing, which OpenAI, xAI and Google DeepMind all publicly echoed.
The lawsuit argues: individual companies can slow themselves down, but agreeing together crosses into antitrust territory ⚖️
Meanwhile, Nvidia just agreed to buy Hugging Face for ~$11.9B, weeks after AI test agents there went rogue with safety limits turned down 🤯
President Trump has publicly backed Huang's stance, calling AI safety concerns a "hoax" 🗣️
Where do you stand, should AI companies coordinate to slow down, or let the market decide? 🤔
#AI #Nvidia #NVDA #TechNews #ArtificialIntelligence #StockMarket
The Nvidia CEO called industry safety warnings "doomsday narratives", but the timing is raising eyebrows 👀
Just days later, 4 paying AI subscribers sued Anthropic, OpenAI, Google & xAI 📜
The claim? That the companies illegally agreed to slow AI development down together, pointing to Anthropic CEO Dario Amodei's essay calling for industry-wide pacing, which OpenAI, xAI and Google DeepMind all publicly echoed.
The lawsuit argues: individual companies can slow themselves down, but agreeing together crosses into antitrust territory ⚖️
Meanwhile, Nvidia just agreed to buy Hugging Face for ~$11.9B, weeks after AI test agents there went rogue with safety limits turned down 🤯
President Trump has publicly backed Huang's stance, calling AI safety concerns a "hoax" 🗣️
Where do you stand, should AI companies coordinate to slow down, or let the market decide? 🤔
#AI #Nvidia #NVDA #TechNews #ArtificialIntelligence #StockMarket
🤖 Nvidia ($NVDA) just made history, its first-ever year-ahead revenue forecast! 📊
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected 🚀
This comes right after a blowout quarter:
📍 Revenue more than doubled to $96.22B (+106% YoY)
📍 Data center revenue hit $89B (+117% YoY), now 92% of total sales
📍 Shares jumped ~8.7%, lifting the entire semiconductor sector 📈
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance 👀
But it's not all upside ⚠️
📍 Growth is supply-constrained (memory shortages driving costs up)
📍 Supply commitments more than doubled to $279B in one quarter
📍 The forecast excludes China entirely — a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? 🤔
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected 🚀
This comes right after a blowout quarter:
📍 Revenue more than doubled to $96.22B (+106% YoY)
📍 Data center revenue hit $89B (+117% YoY), now 92% of total sales
📍 Shares jumped ~8.7%, lifting the entire semiconductor sector 📈
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance 👀
But it's not all upside ⚠️
📍 Growth is supply-constrained (memory shortages driving costs up)
📍 Supply commitments more than doubled to $279B in one quarter
📍 The forecast excludes China entirely — a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? 🤔
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
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🚀 Nvidia just gave the AI rally another shot of adrenaline.
Shares jumped more than 7% after the chip giant delivered blockbuster earnings and signaled that AI demand remains exceptionally strong.
The headline numbers are hard to ignore:
• Nvidia expects 70% revenue growth in fiscal 2028
• AI Cloud, industrial and enterprise sales reached $40.3B, up 138% YoY
• Micron, Marvell, Arm, Intel and AMD all rallied alongside Nvidia
• Jensen Huang says AI has reached an “inflection point”, with more frontier labs, startups and enterprises building massive GPU clusters
But there’s a catch: demand may be growing faster than Nvidia can supply.
TSMC capacity and memory shortages remain constraints, while custom AI chips from hyperscalers and AI labs are becoming a more serious competitive threat.
And Nvidia may be expanding far beyond hardware. Reports say the company has agreed to acquire Hugging Face for $12.9B — a move that, if completed, could give Nvidia an even stronger position across the AI software and open-model ecosystem.
The bigger takeaway: investors are betting that the AI infrastructure boom still has significant runway.
#Nvidia #NVDA #ArtificialIntelligence #AI #Semiconductors #TechStocks #Investing #Technology
Shares jumped more than 7% after the chip giant delivered blockbuster earnings and signaled that AI demand remains exceptionally strong.
The headline numbers are hard to ignore:
• Nvidia expects 70% revenue growth in fiscal 2028
• AI Cloud, industrial and enterprise sales reached $40.3B, up 138% YoY
• Micron, Marvell, Arm, Intel and AMD all rallied alongside Nvidia
• Jensen Huang says AI has reached an “inflection point”, with more frontier labs, startups and enterprises building massive GPU clusters
But there’s a catch: demand may be growing faster than Nvidia can supply.
TSMC capacity and memory shortages remain constraints, while custom AI chips from hyperscalers and AI labs are becoming a more serious competitive threat.
And Nvidia may be expanding far beyond hardware. Reports say the company has agreed to acquire Hugging Face for $12.9B — a move that, if completed, could give Nvidia an even stronger position across the AI software and open-model ecosystem.
The bigger takeaway: investors are betting that the AI infrastructure boom still has significant runway.
#Nvidia #NVDA #ArtificialIntelligence #AI #Semiconductors #TechStocks #Investing #Technology
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