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2024-06-28

Don't take this it will be poison

Moderna’s RSV Vaccine Gets Positive Opinion from EU Advisory Panel

2024-02-15

Well done Dr. Lisa Su

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2024-02-05

&n

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2024-01-26

No have never lost sleep over my portfolio but the US Stock markets open at 3:30am New Zealand time and I often check my shares during this period.

2024-01-21

Great ariticle, would you like to share it?

Why Nio Stock Plunged 15% and Hit a 52-Week Low This Week

2023-12-10

Love you're reports very informative

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2023-12-05

Will this stock pull back after its rapid increase over the last year I wonder especially with the insider selling recently!!

Nvidia looks poised to lead AI - but there's one big question about its growth

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19:45","market":"us","language":"en","title":"Moderna’s RSV Vaccine Gets Positive Opinion from EU Advisory Panel","url":"https://stock-news.laohu8.com/highlight/detail?id=2446450819","media":"Dow Jones","summary":"Moderna Inc.’s stock rose 1.1% early Friday, after the biotech said an advisory panel to the European Union’s medical regulator had adopted a positive opinion on its respiratory syncytial virus  vaccine for adults aged 60 and older. 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About 60,000 to 160,000 people age 65 and older are hospitalized each year due to RSV, according to the Centers for Disease Control and Prevention. </p><p>The stock has gained 22% in the year to date, outperforming the S&amp;P 500, which has gained 15%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna’s RSV Vaccine Gets Positive Opinion from EU Advisory Panel</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna’s RSV Vaccine Gets Positive Opinion from EU Advisory Panel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-28 19:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Moderna Inc.’s stock rose 1.1% early Friday, after the biotech said an advisory panel to the European Union’s medical regulator had adopted a positive opinion on its respiratory syncytial virus (RSV) vaccine for adults aged 60 and older. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3beebd0423ab3a8cd18c9812cd1f33f1\" tg-width=\"865\" tg-height=\"626\"/></p><p>The vaccine called mResvia has already been approved by the U.S. Food and Drug Administration, becoming Moderna’s second approved product after its COVID-19 vaccine, Spikevax. </p><p>“mRESVIA safeguards older adults against severe RSV outcomes and is uniquely offered in a pre-filled syringe to enhance ease of administration, which can save healthcare professionals time and reduce administrative errors,” Moderna CEO Stéphane Bancel said in prepared remarks. </p><p>RSV often causes mild, cold-like symptoms, but can be severe, particularly for infants and older adults. About 60,000 to 160,000 people age 65 and older are hospitalized each year due to RSV, according to the Centers for Disease Control and Prevention. </p><p>The stock has gained 22% in the year to date, outperforming the S&amp;P 500, which has gained 15%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4156":"煤与消费用燃料","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","BK4501":"段永平概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4568":"美国抗疫概念","MRNA":"Moderna, Inc.","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446450819","content_text":"Moderna Inc.’s stock rose 1.1% early Friday, after the biotech said an advisory panel to the European Union’s medical regulator had adopted a positive opinion on its respiratory syncytial virus (RSV) vaccine for adults aged 60 and older. The vaccine called mResvia has already been approved by the U.S. Food and Drug Administration, becoming Moderna’s second approved product after its COVID-19 vaccine, Spikevax. “mRESVIA safeguards older adults against severe RSV outcomes and is uniquely offered in a pre-filled syringe to enhance ease of administration, which can save healthcare professionals time and reduce administrative errors,” Moderna CEO Stéphane Bancel said in prepared remarks. RSV often causes mild, cold-like symptoms, but can be severe, particularly for infants and older adults. About 60,000 to 160,000 people age 65 and older are hospitalized each year due to RSV, according to the Centers for Disease Control and Prevention. The stock has gained 22% in the year to date, outperforming the S&P 500, which has gained 15%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274213617447160,"gmtCreate":1707984478060,"gmtModify":1707984482183,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Well done Dr. Lisa Su","listText":"Well done Dr. Lisa Su","text":"Well done Dr. Lisa Su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274213617447160","repostId":"2411730416","repostType":4,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270584198762792,"gmtCreate":1707098546838,"gmtModify":1707098550833,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"&nbsp; 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Nio is all set to begin deliveries of its 2024 models in March, but that may not be enough to grow its clout in an industry where competition is getting increasingly intense by the day. Worse yet, the EV industry is also slowing down, as evident by the latest data from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/611498a7b95bf6cde0c699458e4d9cd0\" tg-width=\"801\" tg-height=\"547\"/></p><h2 id=\"id_1089519492\">EV sales in China are falling</h2><p>China is the world&#39;s largest EV market, and Nio is among the leading players. The Chinese EV industry, however, has shown visible signs of a slowdown in recent weeks. This week, data from the China Passenger Car Association revealed a 21% drop in retail new energy vehicles (NEV) sales in China between Jan. 1 and Jan. 14 compared to a similar period from December.</p><p>Meanwhile, Nio&#39;s peers are growing sales at a faster pace, with <strong>XPeng</strong> and <strong>Li Auto</strong> reporting 171% and 185% growth in fourth-quarter deliveries, respectively. Nio&#39;s Q4 deliveries barely rose 25% year over year.</p><p>To be fair, in recent months, Nio has transitioned all its models to an advanced second-generation platform, which hit production and began deliveries last quarter. However, there&#39;s no denying that competition is catching up with the Chinese EV maker. With EV leader <strong>Tesla</strong> slashing the prices of its cars in China in recent days, Nio must work even harder to boost sales.</p><h2 id=\"id_3288991419\">Is Nio stock a buy now?</h2><p>Nio doesn&#39;t plan to launch new models for the better part of 2024 because it has just upgraded all its models to a new platform and will start delivering them in March. Nio is also confident of launching its mass-market brand later this year, which should open up more demand segments for the company. Further, Nio&#39;s Q4 deliveries exceeded its guidance, and it delivered a record number of vehicles – a little over 160,000 units -- in 2023, up 31% year over year.</p><p>With Nio also cutting costs and investing aggressively in its battery-swap business, which is a big competitive advantage, long-term investors will find value in Nio stock now as it trades at only 1.5 times price-to-sales (P/S).</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nio Stock Plunged 15% and Hit a 52-Week Low This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nio Stock Plunged 15% and Hit a 52-Week Low This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-20 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/19/why-nio-stock-plunged-18-to-a-52-week-low-this-wee/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEV sales in China have slowed down in recent weeks.Nio's sales growth in the fourth quarter was significantly below peers.Nio stock tumbled over 15% this week and hit a 52-week low of $5.86 per share...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/19/why-nio-stock-plunged-18-to-a-52-week-low-this-wee/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://www.fool.com/investing/2024/01/19/why-nio-stock-plunged-18-to-a-52-week-low-this-wee/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2404680162","content_text":"NEV sales in China have slowed down in recent weeks.Nio's sales growth in the fourth quarter was significantly below peers.Nio stock tumbled over 15% this week and hit a 52-week low of $5.86 per share. Nio is all set to begin deliveries of its 2024 models in March, but that may not be enough to grow its clout in an industry where competition is getting increasingly intense by the day. Worse yet, the EV industry is also slowing down, as evident by the latest data from China.EV sales in China are fallingChina is the world's largest EV market, and Nio is among the leading players. The Chinese EV industry, however, has shown visible signs of a slowdown in recent weeks. This week, data from the China Passenger Car Association revealed a 21% drop in retail new energy vehicles (NEV) sales in China between Jan. 1 and Jan. 14 compared to a similar period from December.Meanwhile, Nio's peers are growing sales at a faster pace, with XPeng and Li Auto reporting 171% and 185% growth in fourth-quarter deliveries, respectively. Nio's Q4 deliveries barely rose 25% year over year.To be fair, in recent months, Nio has transitioned all its models to an advanced second-generation platform, which hit production and began deliveries last quarter. However, there's no denying that competition is catching up with the Chinese EV maker. With EV leader Tesla slashing the prices of its cars in China in recent days, Nio must work even harder to boost sales.Is Nio stock a buy now?Nio doesn't plan to launch new models for the better part of 2024 because it has just upgraded all its models to a new platform and will start delivering them in March. Nio is also confident of launching its mass-market brand later this year, which should open up more demand segments for the company. Further, Nio's Q4 deliveries exceeded its guidance, and it delivered a record number of vehicles – a little over 160,000 units -- in 2023, up 31% year over year.With Nio also cutting costs and investing aggressively in its battery-swap business, which is a big competitive advantage, long-term investors will find value in Nio stock now as it trades at only 1.5 times price-to-sales (P/S).","news_type":1},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250713474826296,"gmtCreate":1702228277382,"gmtModify":1702260510933,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Love you're reports very informative&nbsp;","listText":"Love you're reports very informative&nbsp;","text":"Love you're reports very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250713474826296","repostId":"2389079231","repostType":2,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248713137967168,"gmtCreate":1701758893081,"gmtModify":1701760639383,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Will this stock pull back after its rapid increase over the last year I wonder especially with the insider selling recently!!","listText":"Will this stock pull back after its rapid increase over the last year I wonder especially with the insider selling recently!!","text":"Will this stock pull back after its rapid increase over the last year I wonder especially with the insider selling recently!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248713137967168","repostId":"2388211211","repostType":2,"repost":{"id":"2388211211","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1701542100,"share":"https://ttm.financial/m/news/2388211211?lang=&edition=full_marsco","pubTime":"2023-12-03 02:35","market":"other","language":"en","title":"Nvidia looks poised to lead AI - but there's one big question about its growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2388211211","media":"Dow Jones","summary":"Company's AI-focused business is soaring, but rivals are lining up. Nvidia should keep its edge as AI spreads into daily life.Nvidia  has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers.This is the most important question that Nvidia investors and analysts must consider.Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI proce","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia looks poised to lead AI - but there's one big question about its growth\n</p>\n<p>\n  By Ryan Shrout \n</p>\n<p>\n     Company's AI-focused business is soaring, but rivals are lining up \n</p>\n<p>\n     Nvidia should keep its edge as AI spreads into daily life. \n</p>\n<p>\n     Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers. \n</p>\n<p>\n     The driver of this growth is its data center segment, responsible for the GPU (graphics processing units) and chips that have been powering high-performance computing and the AI boom. \n</p>\n<p>\n     As recently as a year ago, Nvidia had a year-on-year revenue decrease in this segment (Q3 to Q4 FY23). But since that reporting, revenue in this segment has jumped four times through four quarters and more than three times in just the past six months - reflecting $14.5 billion of that total $18 billion quarterly revenue. \n</p>\n<p>\n     For comparison, Nvidia's gaming division, which as recently as fiscal 2022 generated more revenue than the data center, a revenue increase of 55% year-on-year in the most recent quarter. But it represents just $2.8 billion of gross revenue. \n</p>\n<p>\n     The stunningly fast growth for Nvidia to a $1 trillion market valuation company is due to the AI boom and need for processing chips to handle it. But such rapid growth raises questions - chiefly, can the growth of the data center business continue? This is the most important question that Nvidia investors and analysts must consider. \n</p>\n<p>\n     The quick answer is yes. Data center revenue soared to $14.5 billion from $4.2 billion in just two quarters, On Nvidia's recent quarterly earnings call, CEO Jensen Huang was bullish, as expected, saying that he sees growth in this space through 2025 at least. \n</p>\n<p>\n     There seems to be a growing sense a saturation point in the computing power needed for AI is near, or that we might be approaching the end of the AI training (the computing-intensive process of building an AI model) cycle. Such thinking is incredibly shortsighted. For the foreseeable future, AI training will never be \"done\" and the need for more expansive, more accurate, and more customized AI models will continue to expand. ChatGPT and current generative AI applications are just the start of this revolution, and tools such as Microsoft Copilot <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> are beginning to unveil the potential for AI usages. \n</p>\n<p>\n     Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI processing continues to ramp, not one that stabilizes or decreases. \n</p>\n<p>\n     One piece of this puzzle comes from the recently enacted restrictions on shipping GPUs to China. Nvidia reported that its sales for the current quarter and into calendar year 2024 will be impacted, as China and the other restricted regions represented 20%-25% of its total sales. Offsetting that is growth in other parts of the world, Nvidia says, and it makes sense considering the company has been \"sold out\" of chips for some time. If a customer in China can't buy Nvidia's AI chips, I'm sure a suitor is out there in Europe or the U.S. \n</p>\n<p>\n     Nvidia is apparently working on custom designs of its GPUs for the China market that will uphold the performance restrictions from the U.S. government, but it will take a few months for those to start to filter out and represent notable revenue. \n</p>\n<p>\n     Positive trends \n</p>\n<p>\n     Does Nvidia lose its dominant position as the AI world moves from training to inference? No. AI training, or the use of high-performance supercomputers to build complex AI models like Llama and GPT, has been the primary driver of the market for AI computing. \n</p>\n<p>\n     AI inference is the application of those AI models. Once GPT has been trained, then a company like OpenAI can create a user-facing application like ChatGPT that uses the model to \"infer\" answers based on it and input from the user. The question has been asked if Nvidia's growth in AI could be impacted by the move from training-focus to inference-focused markets and as AI gets integrated into applications. \n</p>\n<p>\n     Perhaps the best examples of AI inference at the corporate or consumer level today are ChatGPT and Adobe's Firefly <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>. Both are generative AI solutions, creating new content based on inputs from the user; text and analysis from ChatGPT and text-to-image for Firefly. And both are utilizing massive numbers of GPUs for AI processing in the cloud. \n</p>\n<p>\n     I expect that GPU usage to continue going forward. Nvidia's AI chips are performant in inference workloads, not just training, and the company has a huge advantage since basically all AI developers are writing and testing code on Nvidia GPUs and its CUDA software development stack. Any competitor in this arena not only has to compete at the hardware level, but with a software layer that can offer efficient development and reliability - no easy task. \n</p>\n<p>\n     Competitors take aim \n</p>\n<p>\n     One potential area to watch is on-device AI processing. As users start demanding more AI applications on their laptops, PCs, and smartphones, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>and  AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> are ramping up performance of their own consumer chips for AI. Qualcomm recently showed off its Snapdragon X-series processors, AMD is touting its Ryzen AI technology, and Intel is set to launch its Core Ultra processors next month, all of which include some form of dedicated AI processing on-chip. If this model of AI processing can catch on, then it might diminish the need for Nvidia's AI chips in the data center. \n</p>\n<p>\n     Are there competitive AI chips to worry about? Maybe. If anything should worry Nvidia and its investors, it is competition in the AI chip space. \n</p>\n<p>\n     For its part, Nvidia says it plans to increase its product launch cadence, going from a 24-month release cycle to a 12-month one. That means the company will be bringing new chips to market faster, with more performance and more features with each launch. Clearly Nvidia understands it cannot sit idly and let competitors sneak up. \n</p>\n<p>\n     AMD represents the biggest competitive threat in the short term. Its GPUs have been the second choice for many years, both in the PC market and in the data center. They are based on similar designs and architecture, though they are not as closely aligned as Intel and AMD PC processors; there is still considerable work that has to be done on the software side to migrate from a CUDA development stack. AMD's recent MI300 family of AI chips looks to be ramping well, with a strong announcement of support from Microsoft for Azure cloud implementations. AMD CEO Lisa Su is confident that the company can add $1 billion in revenue quickly. \n</p>\n<p>\n     The custom AI accelerator market was recently made more interesting with the announcement of the Microsoft Maia 100 chip, but also includes chips built by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), Amazon AWS <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and startups like Groq. These options have the potential to offer compelling advantages over Nvidia chips, including higher energy efficiency and better performance thanks to the ability to customize the silicon for specific workloads and algorithms. It can also offer a cost advantage in the long run, \n</p>\n<p>\n     The challenge presented by Intel is an interesting one. While its GPU development work has struggled to gain market share in the years after it hired (and then lost) Raja Koduri, it is focused on its Gaudi branded family of chips that are dedicated for AI processing, acquired with the purchase of Habana Labs in 2019. These chips are proving to be competitive in several areas of the AI segment, but displacing Nvidia in the data center continues to be a struggle. \n</p>\n<p>\n     Intel could turn out to be a partner for Nvidia in the AI race if it can get its foundry services ramped up, providing an alternative to TSMC <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> for the manufacturing of these massive chips. This would offer pricing negotiation advantages and provide additional capacity that has limited Nvidia so far. \n</p>\n<p>\n     Ryan Shrout is the founder and lead analyst at Shrout Research. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout owns shares of Intel. Follow him on X @ryanshrout. \n</p>\n<p>\n     More: Here's why Nvidia is a compelling stock when compared with the rest of the 'Magnificent Seven' \n</p>\n<p>\n     Plus: Nvidia is pushing to stay ahead of Intel, AMD in a high-stakes, high-performance computing race \n</p>\n<p>\n     -Ryan Shrout \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 02, 2023 13:35 ET (18:35 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia looks poised to lead AI - but there's one big question about its growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia looks poised to lead AI - but there's one big question about its growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-12-03 02:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia looks poised to lead AI - but there's one big question about its growth\n</p>\n<p>\n  By Ryan Shrout \n</p>\n<p>\n     Company's AI-focused business is soaring, but rivals are lining up \n</p>\n<p>\n     Nvidia should keep its edge as AI spreads into daily life. \n</p>\n<p>\n     Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers. \n</p>\n<p>\n     The driver of this growth is its data center segment, responsible for the GPU (graphics processing units) and chips that have been powering high-performance computing and the AI boom. \n</p>\n<p>\n     As recently as a year ago, Nvidia had a year-on-year revenue decrease in this segment (Q3 to Q4 FY23). But since that reporting, revenue in this segment has jumped four times through four quarters and more than three times in just the past six months - reflecting $14.5 billion of that total $18 billion quarterly revenue. \n</p>\n<p>\n     For comparison, Nvidia's gaming division, which as recently as fiscal 2022 generated more revenue than the data center, a revenue increase of 55% year-on-year in the most recent quarter. But it represents just $2.8 billion of gross revenue. \n</p>\n<p>\n     The stunningly fast growth for Nvidia to a $1 trillion market valuation company is due to the AI boom and need for processing chips to handle it. But such rapid growth raises questions - chiefly, can the growth of the data center business continue? This is the most important question that Nvidia investors and analysts must consider. \n</p>\n<p>\n     The quick answer is yes. Data center revenue soared to $14.5 billion from $4.2 billion in just two quarters, On Nvidia's recent quarterly earnings call, CEO Jensen Huang was bullish, as expected, saying that he sees growth in this space through 2025 at least. \n</p>\n<p>\n     There seems to be a growing sense a saturation point in the computing power needed for AI is near, or that we might be approaching the end of the AI training (the computing-intensive process of building an AI model) cycle. Such thinking is incredibly shortsighted. For the foreseeable future, AI training will never be \"done\" and the need for more expansive, more accurate, and more customized AI models will continue to expand. ChatGPT and current generative AI applications are just the start of this revolution, and tools such as Microsoft Copilot <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> are beginning to unveil the potential for AI usages. \n</p>\n<p>\n     Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI processing continues to ramp, not one that stabilizes or decreases. \n</p>\n<p>\n     One piece of this puzzle comes from the recently enacted restrictions on shipping GPUs to China. Nvidia reported that its sales for the current quarter and into calendar year 2024 will be impacted, as China and the other restricted regions represented 20%-25% of its total sales. Offsetting that is growth in other parts of the world, Nvidia says, and it makes sense considering the company has been \"sold out\" of chips for some time. If a customer in China can't buy Nvidia's AI chips, I'm sure a suitor is out there in Europe or the U.S. \n</p>\n<p>\n     Nvidia is apparently working on custom designs of its GPUs for the China market that will uphold the performance restrictions from the U.S. government, but it will take a few months for those to start to filter out and represent notable revenue. \n</p>\n<p>\n     Positive trends \n</p>\n<p>\n     Does Nvidia lose its dominant position as the AI world moves from training to inference? No. AI training, or the use of high-performance supercomputers to build complex AI models like Llama and GPT, has been the primary driver of the market for AI computing. \n</p>\n<p>\n     AI inference is the application of those AI models. Once GPT has been trained, then a company like OpenAI can create a user-facing application like ChatGPT that uses the model to \"infer\" answers based on it and input from the user. The question has been asked if Nvidia's growth in AI could be impacted by the move from training-focus to inference-focused markets and as AI gets integrated into applications. \n</p>\n<p>\n     Perhaps the best examples of AI inference at the corporate or consumer level today are ChatGPT and Adobe's Firefly <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>. Both are generative AI solutions, creating new content based on inputs from the user; text and analysis from ChatGPT and text-to-image for Firefly. And both are utilizing massive numbers of GPUs for AI processing in the cloud. \n</p>\n<p>\n     I expect that GPU usage to continue going forward. Nvidia's AI chips are performant in inference workloads, not just training, and the company has a huge advantage since basically all AI developers are writing and testing code on Nvidia GPUs and its CUDA software development stack. Any competitor in this arena not only has to compete at the hardware level, but with a software layer that can offer efficient development and reliability - no easy task. \n</p>\n<p>\n     Competitors take aim \n</p>\n<p>\n     One potential area to watch is on-device AI processing. As users start demanding more AI applications on their laptops, PCs, and smartphones, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>and  AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> are ramping up performance of their own consumer chips for AI. Qualcomm recently showed off its Snapdragon X-series processors, AMD is touting its Ryzen AI technology, and Intel is set to launch its Core Ultra processors next month, all of which include some form of dedicated AI processing on-chip. If this model of AI processing can catch on, then it might diminish the need for Nvidia's AI chips in the data center. \n</p>\n<p>\n     Are there competitive AI chips to worry about? Maybe. If anything should worry Nvidia and its investors, it is competition in the AI chip space. \n</p>\n<p>\n     For its part, Nvidia says it plans to increase its product launch cadence, going from a 24-month release cycle to a 12-month one. That means the company will be bringing new chips to market faster, with more performance and more features with each launch. Clearly Nvidia understands it cannot sit idly and let competitors sneak up. \n</p>\n<p>\n     AMD represents the biggest competitive threat in the short term. Its GPUs have been the second choice for many years, both in the PC market and in the data center. They are based on similar designs and architecture, though they are not as closely aligned as Intel and AMD PC processors; there is still considerable work that has to be done on the software side to migrate from a CUDA development stack. AMD's recent MI300 family of AI chips looks to be ramping well, with a strong announcement of support from Microsoft for Azure cloud implementations. AMD CEO Lisa Su is confident that the company can add $1 billion in revenue quickly. \n</p>\n<p>\n     The custom AI accelerator market was recently made more interesting with the announcement of the Microsoft Maia 100 chip, but also includes chips built by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), Amazon AWS <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and startups like Groq. These options have the potential to offer compelling advantages over Nvidia chips, including higher energy efficiency and better performance thanks to the ability to customize the silicon for specific workloads and algorithms. It can also offer a cost advantage in the long run, \n</p>\n<p>\n     The challenge presented by Intel is an interesting one. While its GPU development work has struggled to gain market share in the years after it hired (and then lost) Raja Koduri, it is focused on its Gaudi branded family of chips that are dedicated for AI processing, acquired with the purchase of Habana Labs in 2019. These chips are proving to be competitive in several areas of the AI segment, but displacing Nvidia in the data center continues to be a struggle. \n</p>\n<p>\n     Intel could turn out to be a partner for Nvidia in the AI race if it can get its foundry services ramped up, providing an alternative to TSMC <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> for the manufacturing of these massive chips. This would offer pricing negotiation advantages and provide additional capacity that has limited Nvidia so far. \n</p>\n<p>\n     Ryan Shrout is the founder and lead analyst at Shrout Research. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout owns shares of Intel. Follow him on X @ryanshrout. \n</p>\n<p>\n     More: Here's why Nvidia is a compelling stock when compared with the rest of the 'Magnificent Seven' \n</p>\n<p>\n     Plus: Nvidia is pushing to stay ahead of Intel, AMD in a high-stakes, high-performance computing race \n</p>\n<p>\n     -Ryan Shrout \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 02, 2023 13:35 ET (18:35 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4543":"AI","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","QCOM":"高通","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","AMD":"美国超微公司","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","03145":"华夏亚洲高息股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","GFS":"GLOBALFOUNDRIES Inc.","BK4549":"软银资本持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","MSFT":"微软","AMZN":"亚马逊","AMD.AU":"Arrow Minerals Ltd","NVDA":"英伟达","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4532":"文艺复兴科技持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4554":"元宇宙及AR概念","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4533":"AQR资本管理(全球第二大对冲基金)","ADBE":"Adobe","INTC":"英特尔","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4220":"综合零售","TSM":"台积电","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4535":"淡马锡持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","META":"Meta Platforms, Inc.","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2388211211","content_text":"MW Nvidia looks poised to lead AI - but there's one big question about its growth\n\n\n  By Ryan Shrout \n\n\n     Company's AI-focused business is soaring, but rivals are lining up \n\n\n     Nvidia should keep its edge as AI spreads into daily life. \n\n\n     Nvidia $(NVDA)$ has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers. \n\n\n     The driver of this growth is its data center segment, responsible for the GPU (graphics processing units) and chips that have been powering high-performance computing and the AI boom. \n\n\n     As recently as a year ago, Nvidia had a year-on-year revenue decrease in this segment (Q3 to Q4 FY23). But since that reporting, revenue in this segment has jumped four times through four quarters and more than three times in just the past six months - reflecting $14.5 billion of that total $18 billion quarterly revenue. \n\n\n     For comparison, Nvidia's gaming division, which as recently as fiscal 2022 generated more revenue than the data center, a revenue increase of 55% year-on-year in the most recent quarter. But it represents just $2.8 billion of gross revenue. \n\n\n     The stunningly fast growth for Nvidia to a $1 trillion market valuation company is due to the AI boom and need for processing chips to handle it. But such rapid growth raises questions - chiefly, can the growth of the data center business continue? This is the most important question that Nvidia investors and analysts must consider. \n\n\n     The quick answer is yes. Data center revenue soared to $14.5 billion from $4.2 billion in just two quarters, On Nvidia's recent quarterly earnings call, CEO Jensen Huang was bullish, as expected, saying that he sees growth in this space through 2025 at least. \n\n\n     There seems to be a growing sense a saturation point in the computing power needed for AI is near, or that we might be approaching the end of the AI training (the computing-intensive process of building an AI model) cycle. Such thinking is incredibly shortsighted. For the foreseeable future, AI training will never be \"done\" and the need for more expansive, more accurate, and more customized AI models will continue to expand. ChatGPT and current generative AI applications are just the start of this revolution, and tools such as Microsoft Copilot $(MSFT)$ are beginning to unveil the potential for AI usages. \n\n\n     Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI processing continues to ramp, not one that stabilizes or decreases. \n\n\n     One piece of this puzzle comes from the recently enacted restrictions on shipping GPUs to China. Nvidia reported that its sales for the current quarter and into calendar year 2024 will be impacted, as China and the other restricted regions represented 20%-25% of its total sales. Offsetting that is growth in other parts of the world, Nvidia says, and it makes sense considering the company has been \"sold out\" of chips for some time. If a customer in China can't buy Nvidia's AI chips, I'm sure a suitor is out there in Europe or the U.S. \n\n\n     Nvidia is apparently working on custom designs of its GPUs for the China market that will uphold the performance restrictions from the U.S. government, but it will take a few months for those to start to filter out and represent notable revenue. \n\n\n     Positive trends \n\n\n     Does Nvidia lose its dominant position as the AI world moves from training to inference? No. AI training, or the use of high-performance supercomputers to build complex AI models like Llama and GPT, has been the primary driver of the market for AI computing. \n\n\n     AI inference is the application of those AI models. Once GPT has been trained, then a company like OpenAI can create a user-facing application like ChatGPT that uses the model to \"infer\" answers based on it and input from the user. The question has been asked if Nvidia's growth in AI could be impacted by the move from training-focus to inference-focused markets and as AI gets integrated into applications. \n\n\n     Perhaps the best examples of AI inference at the corporate or consumer level today are ChatGPT and Adobe's Firefly $(ADBE)$. Both are generative AI solutions, creating new content based on inputs from the user; text and analysis from ChatGPT and text-to-image for Firefly. And both are utilizing massive numbers of GPUs for AI processing in the cloud. \n\n\n     I expect that GPU usage to continue going forward. Nvidia's AI chips are performant in inference workloads, not just training, and the company has a huge advantage since basically all AI developers are writing and testing code on Nvidia GPUs and its CUDA software development stack. Any competitor in this arena not only has to compete at the hardware level, but with a software layer that can offer efficient development and reliability - no easy task. \n\n\n     Competitors take aim \n\n\n     One potential area to watch is on-device AI processing. As users start demanding more AI applications on their laptops, PCs, and smartphones, Intel $(INTC)$, Qualcomm $(QCOM)$and  AMD $(AMD)$ are ramping up performance of their own consumer chips for AI. Qualcomm recently showed off its Snapdragon X-series processors, AMD is touting its Ryzen AI technology, and Intel is set to launch its Core Ultra processors next month, all of which include some form of dedicated AI processing on-chip. If this model of AI processing can catch on, then it might diminish the need for Nvidia's AI chips in the data center. \n\n\n     Are there competitive AI chips to worry about? Maybe. If anything should worry Nvidia and its investors, it is competition in the AI chip space. \n\n\n     For its part, Nvidia says it plans to increase its product launch cadence, going from a 24-month release cycle to a 12-month one. That means the company will be bringing new chips to market faster, with more performance and more features with each launch. Clearly Nvidia understands it cannot sit idly and let competitors sneak up. \n\n\n     AMD represents the biggest competitive threat in the short term. Its GPUs have been the second choice for many years, both in the PC market and in the data center. They are based on similar designs and architecture, though they are not as closely aligned as Intel and AMD PC processors; there is still considerable work that has to be done on the software side to migrate from a CUDA development stack. AMD's recent MI300 family of AI chips looks to be ramping well, with a strong announcement of support from Microsoft for Azure cloud implementations. AMD CEO Lisa Su is confident that the company can add $1 billion in revenue quickly. \n\n\n     The custom AI accelerator market was recently made more interesting with the announcement of the Microsoft Maia 100 chip, but also includes chips built by Meta Platforms (META), Amazon AWS $(AMZN)$, and startups like Groq. These options have the potential to offer compelling advantages over Nvidia chips, including higher energy efficiency and better performance thanks to the ability to customize the silicon for specific workloads and algorithms. It can also offer a cost advantage in the long run, \n\n\n     The challenge presented by Intel is an interesting one. While its GPU development work has struggled to gain market share in the years after it hired (and then lost) Raja Koduri, it is focused on its Gaudi branded family of chips that are dedicated for AI processing, acquired with the purchase of Habana Labs in 2019. These chips are proving to be competitive in several areas of the AI segment, but displacing Nvidia in the data center continues to be a struggle. \n\n\n     Intel could turn out to be a partner for Nvidia in the AI race if it can get its foundry services ramped up, providing an alternative to TSMC $(TSM)$ for the manufacturing of these massive chips. This would offer pricing negotiation advantages and provide additional capacity that has limited Nvidia so far. \n\n\n     Ryan Shrout is the founder and lead analyst at Shrout Research. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout owns shares of Intel. Follow him on X @ryanshrout. \n\n\n     More: Here's why Nvidia is a compelling stock when compared with the rest of the 'Magnificent Seven' \n\n\n     Plus: Nvidia is pushing to stay ahead of Intel, AMD in a high-stakes, high-performance computing race \n\n\n     -Ryan Shrout \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 02, 2023 13:35 ET (18:35 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":321823637770416,"gmtCreate":1719600707173,"gmtModify":1719600712139,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Don't take this it will be poison","listText":"Don't take this it will be poison","text":"Don't take this it will be poison","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321823637770416","repostId":"2446450819","repostType":4,"repost":{"id":"2446450819","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1719575100,"share":"https://ttm.financial/m/news/2446450819?lang=&edition=full_marsco","pubTime":"2024-06-28 19:45","market":"us","language":"en","title":"Moderna’s RSV Vaccine Gets Positive Opinion from EU Advisory Panel","url":"https://stock-news.laohu8.com/highlight/detail?id=2446450819","media":"Dow Jones","summary":"Moderna Inc.’s stock rose 1.1% early Friday, after the biotech said an advisory panel to the European Union’s medical regulator had adopted a positive opinion on its respiratory syncytial virus  vaccine for adults aged 60 and older. The vaccine called mResvia has already been approved by the U.S. Food and Drug Administration, becoming Moderna’s second approved product after its COVID-19 vaccine, Spikevax. “mRESVIA safeguards older adults against severe RSV outcomes and is uniquely offered in a p","content":"<html><head></head><body><p>Moderna Inc.’s stock rose 1.1% early Friday, after the biotech said an advisory panel to the European Union’s medical regulator had adopted a positive opinion on its respiratory syncytial virus (RSV) vaccine for adults aged 60 and older. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3beebd0423ab3a8cd18c9812cd1f33f1\" tg-width=\"865\" tg-height=\"626\"/></p><p>The vaccine called mResvia has already been approved by the U.S. Food and Drug Administration, becoming Moderna’s second approved product after its COVID-19 vaccine, Spikevax. </p><p>“mRESVIA safeguards older adults against severe RSV outcomes and is uniquely offered in a pre-filled syringe to enhance ease of administration, which can save healthcare professionals time and reduce administrative errors,” Moderna CEO Stéphane Bancel said in prepared remarks. </p><p>RSV often causes mild, cold-like symptoms, but can be severe, particularly for infants and older adults. About 60,000 to 160,000 people age 65 and older are hospitalized each year due to RSV, according to the Centers for Disease Control and Prevention. </p><p>The stock has gained 22% in the year to date, outperforming the S&amp;P 500, which has gained 15%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna’s RSV Vaccine Gets Positive Opinion from EU Advisory Panel</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna’s RSV Vaccine Gets Positive Opinion from EU Advisory Panel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-28 19:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Moderna Inc.’s stock rose 1.1% early Friday, after the biotech said an advisory panel to the European Union’s medical regulator had adopted a positive opinion on its respiratory syncytial virus (RSV) vaccine for adults aged 60 and older. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3beebd0423ab3a8cd18c9812cd1f33f1\" tg-width=\"865\" tg-height=\"626\"/></p><p>The vaccine called mResvia has already been approved by the U.S. Food and Drug Administration, becoming Moderna’s second approved product after its COVID-19 vaccine, Spikevax. </p><p>“mRESVIA safeguards older adults against severe RSV outcomes and is uniquely offered in a pre-filled syringe to enhance ease of administration, which can save healthcare professionals time and reduce administrative errors,” Moderna CEO Stéphane Bancel said in prepared remarks. </p><p>RSV often causes mild, cold-like symptoms, but can be severe, particularly for infants and older adults. About 60,000 to 160,000 people age 65 and older are hospitalized each year due to RSV, according to the Centers for Disease Control and Prevention. </p><p>The stock has gained 22% in the year to date, outperforming the S&amp;P 500, which has gained 15%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4156":"煤与消费用燃料","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","BK4501":"段永平概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4568":"美国抗疫概念","MRNA":"Moderna, Inc.","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446450819","content_text":"Moderna Inc.’s stock rose 1.1% early Friday, after the biotech said an advisory panel to the European Union’s medical regulator had adopted a positive opinion on its respiratory syncytial virus (RSV) vaccine for adults aged 60 and older. The vaccine called mResvia has already been approved by the U.S. Food and Drug Administration, becoming Moderna’s second approved product after its COVID-19 vaccine, Spikevax. “mRESVIA safeguards older adults against severe RSV outcomes and is uniquely offered in a pre-filled syringe to enhance ease of administration, which can save healthcare professionals time and reduce administrative errors,” Moderna CEO Stéphane Bancel said in prepared remarks. RSV often causes mild, cold-like symptoms, but can be severe, particularly for infants and older adults. About 60,000 to 160,000 people age 65 and older are hospitalized each year due to RSV, according to the Centers for Disease Control and Prevention. The stock has gained 22% in the year to date, outperforming the S&P 500, which has gained 15%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274213617447160,"gmtCreate":1707984478060,"gmtModify":1707984482183,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Well done Dr. Lisa Su","listText":"Well done Dr. Lisa Su","text":"Well done Dr. Lisa Su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274213617447160","repostId":"2411730416","repostType":4,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270584198762792,"gmtCreate":1707098546838,"gmtModify":1707098550833,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &amp;n","listText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &amp;n","text":"&n","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270584198762792","repostId":"2408554695","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267286378045544,"gmtCreate":1706286531326,"gmtModify":1706287478917,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"No have never lost sleep over my portfolio&nbsp;but the US Stock markets open at 3:30am New Zealand time and I often check my shares during this period.","listText":"No have never lost sleep over my portfolio&nbsp;but the US Stock markets open at 3:30am New Zealand time and I often check my shares during this period.","text":"No have never lost sleep over my portfolio but the US Stock markets open at 3:30am New Zealand time and I often check my shares during this period.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267286378045544","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265347607822392,"gmtCreate":1705806311770,"gmtModify":1705813119752,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265347607822392","repostId":"2404680162","repostType":2,"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250713474826296,"gmtCreate":1702228277382,"gmtModify":1702260510933,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Love you're reports very informative&nbsp;","listText":"Love you're reports very informative&nbsp;","text":"Love you're reports very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250713474826296","repostId":"2389079231","repostType":2,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248713137967168,"gmtCreate":1701758893081,"gmtModify":1701760639383,"author":{"id":"4161990869312902","authorId":"4161990869312902","name":"Large Caps","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161990869312902","authorIdStr":"4161990869312902"},"themes":[],"htmlText":"Will this stock pull back after its rapid increase over the last year I wonder especially with the insider selling recently!!","listText":"Will this stock pull back after its rapid increase over the last year I wonder especially with the insider selling recently!!","text":"Will this stock pull back after its rapid increase over the last year I wonder especially with the insider selling recently!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248713137967168","repostId":"2388211211","repostType":2,"repost":{"id":"2388211211","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1701542100,"share":"https://ttm.financial/m/news/2388211211?lang=&edition=full_marsco","pubTime":"2023-12-03 02:35","market":"other","language":"en","title":"Nvidia looks poised to lead AI - but there's one big question about its growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2388211211","media":"Dow Jones","summary":"Company's AI-focused business is soaring, but rivals are lining up. Nvidia should keep its edge as AI spreads into daily life.Nvidia  has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers.This is the most important question that Nvidia investors and analysts must consider.Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI proce","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia looks poised to lead AI - but there's one big question about its growth\n</p>\n<p>\n  By Ryan Shrout \n</p>\n<p>\n     Company's AI-focused business is soaring, but rivals are lining up \n</p>\n<p>\n     Nvidia should keep its edge as AI spreads into daily life. \n</p>\n<p>\n     Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers. \n</p>\n<p>\n     The driver of this growth is its data center segment, responsible for the GPU (graphics processing units) and chips that have been powering high-performance computing and the AI boom. \n</p>\n<p>\n     As recently as a year ago, Nvidia had a year-on-year revenue decrease in this segment (Q3 to Q4 FY23). But since that reporting, revenue in this segment has jumped four times through four quarters and more than three times in just the past six months - reflecting $14.5 billion of that total $18 billion quarterly revenue. \n</p>\n<p>\n     For comparison, Nvidia's gaming division, which as recently as fiscal 2022 generated more revenue than the data center, a revenue increase of 55% year-on-year in the most recent quarter. But it represents just $2.8 billion of gross revenue. \n</p>\n<p>\n     The stunningly fast growth for Nvidia to a $1 trillion market valuation company is due to the AI boom and need for processing chips to handle it. But such rapid growth raises questions - chiefly, can the growth of the data center business continue? This is the most important question that Nvidia investors and analysts must consider. \n</p>\n<p>\n     The quick answer is yes. Data center revenue soared to $14.5 billion from $4.2 billion in just two quarters, On Nvidia's recent quarterly earnings call, CEO Jensen Huang was bullish, as expected, saying that he sees growth in this space through 2025 at least. \n</p>\n<p>\n     There seems to be a growing sense a saturation point in the computing power needed for AI is near, or that we might be approaching the end of the AI training (the computing-intensive process of building an AI model) cycle. Such thinking is incredibly shortsighted. For the foreseeable future, AI training will never be \"done\" and the need for more expansive, more accurate, and more customized AI models will continue to expand. ChatGPT and current generative AI applications are just the start of this revolution, and tools such as Microsoft Copilot <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> are beginning to unveil the potential for AI usages. \n</p>\n<p>\n     Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI processing continues to ramp, not one that stabilizes or decreases. \n</p>\n<p>\n     One piece of this puzzle comes from the recently enacted restrictions on shipping GPUs to China. Nvidia reported that its sales for the current quarter and into calendar year 2024 will be impacted, as China and the other restricted regions represented 20%-25% of its total sales. Offsetting that is growth in other parts of the world, Nvidia says, and it makes sense considering the company has been \"sold out\" of chips for some time. If a customer in China can't buy Nvidia's AI chips, I'm sure a suitor is out there in Europe or the U.S. \n</p>\n<p>\n     Nvidia is apparently working on custom designs of its GPUs for the China market that will uphold the performance restrictions from the U.S. government, but it will take a few months for those to start to filter out and represent notable revenue. \n</p>\n<p>\n     Positive trends \n</p>\n<p>\n     Does Nvidia lose its dominant position as the AI world moves from training to inference? No. AI training, or the use of high-performance supercomputers to build complex AI models like Llama and GPT, has been the primary driver of the market for AI computing. \n</p>\n<p>\n     AI inference is the application of those AI models. Once GPT has been trained, then a company like OpenAI can create a user-facing application like ChatGPT that uses the model to \"infer\" answers based on it and input from the user. The question has been asked if Nvidia's growth in AI could be impacted by the move from training-focus to inference-focused markets and as AI gets integrated into applications. \n</p>\n<p>\n     Perhaps the best examples of AI inference at the corporate or consumer level today are ChatGPT and Adobe's Firefly <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>. Both are generative AI solutions, creating new content based on inputs from the user; text and analysis from ChatGPT and text-to-image for Firefly. And both are utilizing massive numbers of GPUs for AI processing in the cloud. \n</p>\n<p>\n     I expect that GPU usage to continue going forward. Nvidia's AI chips are performant in inference workloads, not just training, and the company has a huge advantage since basically all AI developers are writing and testing code on Nvidia GPUs and its CUDA software development stack. Any competitor in this arena not only has to compete at the hardware level, but with a software layer that can offer efficient development and reliability - no easy task. \n</p>\n<p>\n     Competitors take aim \n</p>\n<p>\n     One potential area to watch is on-device AI processing. As users start demanding more AI applications on their laptops, PCs, and smartphones, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>and  AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> are ramping up performance of their own consumer chips for AI. Qualcomm recently showed off its Snapdragon X-series processors, AMD is touting its Ryzen AI technology, and Intel is set to launch its Core Ultra processors next month, all of which include some form of dedicated AI processing on-chip. If this model of AI processing can catch on, then it might diminish the need for Nvidia's AI chips in the data center. \n</p>\n<p>\n     Are there competitive AI chips to worry about? Maybe. If anything should worry Nvidia and its investors, it is competition in the AI chip space. \n</p>\n<p>\n     For its part, Nvidia says it plans to increase its product launch cadence, going from a 24-month release cycle to a 12-month one. That means the company will be bringing new chips to market faster, with more performance and more features with each launch. Clearly Nvidia understands it cannot sit idly and let competitors sneak up. \n</p>\n<p>\n     AMD represents the biggest competitive threat in the short term. Its GPUs have been the second choice for many years, both in the PC market and in the data center. They are based on similar designs and architecture, though they are not as closely aligned as Intel and AMD PC processors; there is still considerable work that has to be done on the software side to migrate from a CUDA development stack. AMD's recent MI300 family of AI chips looks to be ramping well, with a strong announcement of support from Microsoft for Azure cloud implementations. AMD CEO Lisa Su is confident that the company can add $1 billion in revenue quickly. \n</p>\n<p>\n     The custom AI accelerator market was recently made more interesting with the announcement of the Microsoft Maia 100 chip, but also includes chips built by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), Amazon AWS <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and startups like Groq. These options have the potential to offer compelling advantages over Nvidia chips, including higher energy efficiency and better performance thanks to the ability to customize the silicon for specific workloads and algorithms. It can also offer a cost advantage in the long run, \n</p>\n<p>\n     The challenge presented by Intel is an interesting one. While its GPU development work has struggled to gain market share in the years after it hired (and then lost) Raja Koduri, it is focused on its Gaudi branded family of chips that are dedicated for AI processing, acquired with the purchase of Habana Labs in 2019. These chips are proving to be competitive in several areas of the AI segment, but displacing Nvidia in the data center continues to be a struggle. \n</p>\n<p>\n     Intel could turn out to be a partner for Nvidia in the AI race if it can get its foundry services ramped up, providing an alternative to TSMC <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> for the manufacturing of these massive chips. This would offer pricing negotiation advantages and provide additional capacity that has limited Nvidia so far. \n</p>\n<p>\n     Ryan Shrout is the founder and lead analyst at Shrout Research. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout owns shares of Intel. Follow him on X @ryanshrout. \n</p>\n<p>\n     More: Here's why Nvidia is a compelling stock when compared with the rest of the 'Magnificent Seven' \n</p>\n<p>\n     Plus: Nvidia is pushing to stay ahead of Intel, AMD in a high-stakes, high-performance computing race \n</p>\n<p>\n     -Ryan Shrout \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 02, 2023 13:35 ET (18:35 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia looks poised to lead AI - but there's one big question about its growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia looks poised to lead AI - but there's one big question about its growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-12-03 02:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia looks poised to lead AI - but there's one big question about its growth\n</p>\n<p>\n  By Ryan Shrout \n</p>\n<p>\n     Company's AI-focused business is soaring, but rivals are lining up \n</p>\n<p>\n     Nvidia should keep its edge as AI spreads into daily life. \n</p>\n<p>\n     Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers. \n</p>\n<p>\n     The driver of this growth is its data center segment, responsible for the GPU (graphics processing units) and chips that have been powering high-performance computing and the AI boom. \n</p>\n<p>\n     As recently as a year ago, Nvidia had a year-on-year revenue decrease in this segment (Q3 to Q4 FY23). But since that reporting, revenue in this segment has jumped four times through four quarters and more than three times in just the past six months - reflecting $14.5 billion of that total $18 billion quarterly revenue. \n</p>\n<p>\n     For comparison, Nvidia's gaming division, which as recently as fiscal 2022 generated more revenue than the data center, a revenue increase of 55% year-on-year in the most recent quarter. But it represents just $2.8 billion of gross revenue. \n</p>\n<p>\n     The stunningly fast growth for Nvidia to a $1 trillion market valuation company is due to the AI boom and need for processing chips to handle it. But such rapid growth raises questions - chiefly, can the growth of the data center business continue? This is the most important question that Nvidia investors and analysts must consider. \n</p>\n<p>\n     The quick answer is yes. Data center revenue soared to $14.5 billion from $4.2 billion in just two quarters, On Nvidia's recent quarterly earnings call, CEO Jensen Huang was bullish, as expected, saying that he sees growth in this space through 2025 at least. \n</p>\n<p>\n     There seems to be a growing sense a saturation point in the computing power needed for AI is near, or that we might be approaching the end of the AI training (the computing-intensive process of building an AI model) cycle. Such thinking is incredibly shortsighted. For the foreseeable future, AI training will never be \"done\" and the need for more expansive, more accurate, and more customized AI models will continue to expand. ChatGPT and current generative AI applications are just the start of this revolution, and tools such as Microsoft Copilot <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> are beginning to unveil the potential for AI usages. \n</p>\n<p>\n     Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI processing continues to ramp, not one that stabilizes or decreases. \n</p>\n<p>\n     One piece of this puzzle comes from the recently enacted restrictions on shipping GPUs to China. Nvidia reported that its sales for the current quarter and into calendar year 2024 will be impacted, as China and the other restricted regions represented 20%-25% of its total sales. Offsetting that is growth in other parts of the world, Nvidia says, and it makes sense considering the company has been \"sold out\" of chips for some time. If a customer in China can't buy Nvidia's AI chips, I'm sure a suitor is out there in Europe or the U.S. \n</p>\n<p>\n     Nvidia is apparently working on custom designs of its GPUs for the China market that will uphold the performance restrictions from the U.S. government, but it will take a few months for those to start to filter out and represent notable revenue. \n</p>\n<p>\n     Positive trends \n</p>\n<p>\n     Does Nvidia lose its dominant position as the AI world moves from training to inference? No. AI training, or the use of high-performance supercomputers to build complex AI models like Llama and GPT, has been the primary driver of the market for AI computing. \n</p>\n<p>\n     AI inference is the application of those AI models. Once GPT has been trained, then a company like OpenAI can create a user-facing application like ChatGPT that uses the model to \"infer\" answers based on it and input from the user. The question has been asked if Nvidia's growth in AI could be impacted by the move from training-focus to inference-focused markets and as AI gets integrated into applications. \n</p>\n<p>\n     Perhaps the best examples of AI inference at the corporate or consumer level today are ChatGPT and Adobe's Firefly <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>. Both are generative AI solutions, creating new content based on inputs from the user; text and analysis from ChatGPT and text-to-image for Firefly. And both are utilizing massive numbers of GPUs for AI processing in the cloud. \n</p>\n<p>\n     I expect that GPU usage to continue going forward. Nvidia's AI chips are performant in inference workloads, not just training, and the company has a huge advantage since basically all AI developers are writing and testing code on Nvidia GPUs and its CUDA software development stack. Any competitor in this arena not only has to compete at the hardware level, but with a software layer that can offer efficient development and reliability - no easy task. \n</p>\n<p>\n     Competitors take aim \n</p>\n<p>\n     One potential area to watch is on-device AI processing. As users start demanding more AI applications on their laptops, PCs, and smartphones, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>and  AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> are ramping up performance of their own consumer chips for AI. Qualcomm recently showed off its Snapdragon X-series processors, AMD is touting its Ryzen AI technology, and Intel is set to launch its Core Ultra processors next month, all of which include some form of dedicated AI processing on-chip. If this model of AI processing can catch on, then it might diminish the need for Nvidia's AI chips in the data center. \n</p>\n<p>\n     Are there competitive AI chips to worry about? Maybe. If anything should worry Nvidia and its investors, it is competition in the AI chip space. \n</p>\n<p>\n     For its part, Nvidia says it plans to increase its product launch cadence, going from a 24-month release cycle to a 12-month one. That means the company will be bringing new chips to market faster, with more performance and more features with each launch. Clearly Nvidia understands it cannot sit idly and let competitors sneak up. \n</p>\n<p>\n     AMD represents the biggest competitive threat in the short term. Its GPUs have been the second choice for many years, both in the PC market and in the data center. They are based on similar designs and architecture, though they are not as closely aligned as Intel and AMD PC processors; there is still considerable work that has to be done on the software side to migrate from a CUDA development stack. AMD's recent MI300 family of AI chips looks to be ramping well, with a strong announcement of support from Microsoft for Azure cloud implementations. AMD CEO Lisa Su is confident that the company can add $1 billion in revenue quickly. \n</p>\n<p>\n     The custom AI accelerator market was recently made more interesting with the announcement of the Microsoft Maia 100 chip, but also includes chips built by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), Amazon AWS <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and startups like Groq. These options have the potential to offer compelling advantages over Nvidia chips, including higher energy efficiency and better performance thanks to the ability to customize the silicon for specific workloads and algorithms. It can also offer a cost advantage in the long run, \n</p>\n<p>\n     The challenge presented by Intel is an interesting one. While its GPU development work has struggled to gain market share in the years after it hired (and then lost) Raja Koduri, it is focused on its Gaudi branded family of chips that are dedicated for AI processing, acquired with the purchase of Habana Labs in 2019. These chips are proving to be competitive in several areas of the AI segment, but displacing Nvidia in the data center continues to be a struggle. \n</p>\n<p>\n     Intel could turn out to be a partner for Nvidia in the AI race if it can get its foundry services ramped up, providing an alternative to TSMC <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> for the manufacturing of these massive chips. This would offer pricing negotiation advantages and provide additional capacity that has limited Nvidia so far. \n</p>\n<p>\n     Ryan Shrout is the founder and lead analyst at Shrout Research. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout owns shares of Intel. Follow him on X @ryanshrout. \n</p>\n<p>\n     More: Here's why Nvidia is a compelling stock when compared with the rest of the 'Magnificent Seven' \n</p>\n<p>\n     Plus: Nvidia is pushing to stay ahead of Intel, AMD in a high-stakes, high-performance computing race \n</p>\n<p>\n     -Ryan Shrout \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 02, 2023 13:35 ET (18:35 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4543":"AI","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","QCOM":"高通","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","AMD":"美国超微公司","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","03145":"华夏亚洲高息股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","GFS":"GLOBALFOUNDRIES Inc.","BK4549":"软银资本持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","MSFT":"微软","AMZN":"亚马逊","AMD.AU":"Arrow Minerals Ltd","NVDA":"英伟达","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4532":"文艺复兴科技持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4554":"元宇宙及AR概念","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4533":"AQR资本管理(全球第二大对冲基金)","ADBE":"Adobe","INTC":"英特尔","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4220":"综合零售","TSM":"台积电","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4535":"淡马锡持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","META":"Meta Platforms, Inc.","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2388211211","content_text":"MW Nvidia looks poised to lead AI - but there's one big question about its growth\n\n\n  By Ryan Shrout \n\n\n     Company's AI-focused business is soaring, but rivals are lining up \n\n\n     Nvidia should keep its edge as AI spreads into daily life. \n\n\n     Nvidia $(NVDA)$ has been raising eyebrows with investors and analysts for some time, and its most recent earnings results are no exception. The company made a lot of money in the third quarter - $18.1 billion in revenue, an increase of 206% compared to a year ago. Earnings per share were up six times or 12 times, depending on if you view the GAAP or non-GAAP numbers. \n\n\n     The driver of this growth is its data center segment, responsible for the GPU (graphics processing units) and chips that have been powering high-performance computing and the AI boom. \n\n\n     As recently as a year ago, Nvidia had a year-on-year revenue decrease in this segment (Q3 to Q4 FY23). But since that reporting, revenue in this segment has jumped four times through four quarters and more than three times in just the past six months - reflecting $14.5 billion of that total $18 billion quarterly revenue. \n\n\n     For comparison, Nvidia's gaming division, which as recently as fiscal 2022 generated more revenue than the data center, a revenue increase of 55% year-on-year in the most recent quarter. But it represents just $2.8 billion of gross revenue. \n\n\n     The stunningly fast growth for Nvidia to a $1 trillion market valuation company is due to the AI boom and need for processing chips to handle it. But such rapid growth raises questions - chiefly, can the growth of the data center business continue? This is the most important question that Nvidia investors and analysts must consider. \n\n\n     The quick answer is yes. Data center revenue soared to $14.5 billion from $4.2 billion in just two quarters, On Nvidia's recent quarterly earnings call, CEO Jensen Huang was bullish, as expected, saying that he sees growth in this space through 2025 at least. \n\n\n     There seems to be a growing sense a saturation point in the computing power needed for AI is near, or that we might be approaching the end of the AI training (the computing-intensive process of building an AI model) cycle. Such thinking is incredibly shortsighted. For the foreseeable future, AI training will never be \"done\" and the need for more expansive, more accurate, and more customized AI models will continue to expand. ChatGPT and current generative AI applications are just the start of this revolution, and tools such as Microsoft Copilot $(MSFT)$ are beginning to unveil the potential for AI usages. \n\n\n     Huang described what he calls the creation of \"AI factories\" that enable enterprises, governments and infrastructure developers to develop their own AIs, tailored to and specific to different needs. These will provide some of the safety and security needed for inclusion of proprietary and personal data. This vision paints a future where the need for additional AI processing continues to ramp, not one that stabilizes or decreases. \n\n\n     One piece of this puzzle comes from the recently enacted restrictions on shipping GPUs to China. Nvidia reported that its sales for the current quarter and into calendar year 2024 will be impacted, as China and the other restricted regions represented 20%-25% of its total sales. Offsetting that is growth in other parts of the world, Nvidia says, and it makes sense considering the company has been \"sold out\" of chips for some time. If a customer in China can't buy Nvidia's AI chips, I'm sure a suitor is out there in Europe or the U.S. \n\n\n     Nvidia is apparently working on custom designs of its GPUs for the China market that will uphold the performance restrictions from the U.S. government, but it will take a few months for those to start to filter out and represent notable revenue. \n\n\n     Positive trends \n\n\n     Does Nvidia lose its dominant position as the AI world moves from training to inference? No. AI training, or the use of high-performance supercomputers to build complex AI models like Llama and GPT, has been the primary driver of the market for AI computing. \n\n\n     AI inference is the application of those AI models. Once GPT has been trained, then a company like OpenAI can create a user-facing application like ChatGPT that uses the model to \"infer\" answers based on it and input from the user. The question has been asked if Nvidia's growth in AI could be impacted by the move from training-focus to inference-focused markets and as AI gets integrated into applications. \n\n\n     Perhaps the best examples of AI inference at the corporate or consumer level today are ChatGPT and Adobe's Firefly $(ADBE)$. Both are generative AI solutions, creating new content based on inputs from the user; text and analysis from ChatGPT and text-to-image for Firefly. And both are utilizing massive numbers of GPUs for AI processing in the cloud. \n\n\n     I expect that GPU usage to continue going forward. Nvidia's AI chips are performant in inference workloads, not just training, and the company has a huge advantage since basically all AI developers are writing and testing code on Nvidia GPUs and its CUDA software development stack. Any competitor in this arena not only has to compete at the hardware level, but with a software layer that can offer efficient development and reliability - no easy task. \n\n\n     Competitors take aim \n\n\n     One potential area to watch is on-device AI processing. As users start demanding more AI applications on their laptops, PCs, and smartphones, Intel $(INTC)$, Qualcomm $(QCOM)$and  AMD $(AMD)$ are ramping up performance of their own consumer chips for AI. Qualcomm recently showed off its Snapdragon X-series processors, AMD is touting its Ryzen AI technology, and Intel is set to launch its Core Ultra processors next month, all of which include some form of dedicated AI processing on-chip. If this model of AI processing can catch on, then it might diminish the need for Nvidia's AI chips in the data center. \n\n\n     Are there competitive AI chips to worry about? Maybe. If anything should worry Nvidia and its investors, it is competition in the AI chip space. \n\n\n     For its part, Nvidia says it plans to increase its product launch cadence, going from a 24-month release cycle to a 12-month one. That means the company will be bringing new chips to market faster, with more performance and more features with each launch. Clearly Nvidia understands it cannot sit idly and let competitors sneak up. \n\n\n     AMD represents the biggest competitive threat in the short term. Its GPUs have been the second choice for many years, both in the PC market and in the data center. They are based on similar designs and architecture, though they are not as closely aligned as Intel and AMD PC processors; there is still considerable work that has to be done on the software side to migrate from a CUDA development stack. AMD's recent MI300 family of AI chips looks to be ramping well, with a strong announcement of support from Microsoft for Azure cloud implementations. AMD CEO Lisa Su is confident that the company can add $1 billion in revenue quickly. \n\n\n     The custom AI accelerator market was recently made more interesting with the announcement of the Microsoft Maia 100 chip, but also includes chips built by Meta Platforms (META), Amazon AWS $(AMZN)$, and startups like Groq. These options have the potential to offer compelling advantages over Nvidia chips, including higher energy efficiency and better performance thanks to the ability to customize the silicon for specific workloads and algorithms. It can also offer a cost advantage in the long run, \n\n\n     The challenge presented by Intel is an interesting one. While its GPU development work has struggled to gain market share in the years after it hired (and then lost) Raja Koduri, it is focused on its Gaudi branded family of chips that are dedicated for AI processing, acquired with the purchase of Habana Labs in 2019. These chips are proving to be competitive in several areas of the AI segment, but displacing Nvidia in the data center continues to be a struggle. \n\n\n     Intel could turn out to be a partner for Nvidia in the AI race if it can get its foundry services ramped up, providing an alternative to TSMC $(TSM)$ for the manufacturing of these massive chips. This would offer pricing negotiation advantages and provide additional capacity that has limited Nvidia so far. \n\n\n     Ryan Shrout is the founder and lead analyst at Shrout Research. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout owns shares of Intel. Follow him on X @ryanshrout. \n\n\n     More: Here's why Nvidia is a compelling stock when compared with the rest of the 'Magnificent Seven' \n\n\n     Plus: Nvidia is pushing to stay ahead of Intel, AMD in a high-stakes, high-performance computing race \n\n\n     -Ryan Shrout \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 02, 2023 13:35 ET (18:35 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}