Първоначално изпратено от Kanu
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Първоначално изпратено от Kanu Разгледай мнение
вчера леко назад днес връщаме на 950
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Първоначално изпратено от Kanu Разгледай мнение
Само архитекта да не обърка работата
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Първоначално изпратено от dido_yord Разгледай мнение
Катери яко, Малко остана ;-)
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Първоначално изпратено от danetha Разгледай мнение
Колега,накъде сме днес?
Изоставихте темата,недейте така !
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Първоначално изпратено от Kanu Разгледай мнениенатиснете де
Изоставихте темата,недейте така !
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Първоначално изпратено от keizer Разгледай мнение08:56 AM | NVIDIA Corporation (NVDA) | By: Chris Ciaccia, SA News Editor
Nvidia making several big announcements at its annual GTC developer conference this week, including the launch of its new Blackwell GPU platform. UBS now believes the company is on the brink of an "entirely new wave of demand," aided by sovereign nations.
Countries like the United Arab Emirates, Saudi Arabia, Sweden, Japan, Korea and Malaysia were all specifically mentioned by Chief Executive Jensen Huang, which could result in Nvidia generating $150B in revenue in 2025, up 30% year-over-year, UBS analyst Timothy Arcuri said.
"New pre-packaged and pre-trained modular AI models announced with together with Blackwell should also accelerate the distribution flywheel for [Nvidia's] AI solutions to ride alongside enterprise software," Arcuri wrote in a note. "The entire framework creates a central distribution structure similar to an app store and given the vast array of companies to potentially license NVDA's AI Enterprise software ($4500/GPU/yr), monetization can add up quickly."
Arcuri, who boosted his price target on Nvidia to $1,100 from $800 following the event, said he still has some concerns about supply and the company's ability to beat Wall Street estimates, but any weakness in the near-term is an "attractive buying opportunity given what we think is still out in front of us."
Опредеделени кръгове ще направят големи ...... :-)))))
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08:56 AM | NVIDIA Corporation (NVDA) | By: Chris Ciaccia, SA News Editor
Nvidia making several big announcements at its annual GTC developer conference this week, including the launch of its new Blackwell GPU platform. UBS now believes the company is on the brink of an "entirely new wave of demand," aided by sovereign nations.
Countries like the United Arab Emirates, Saudi Arabia, Sweden, Japan, Korea and Malaysia were all specifically mentioned by Chief Executive Jensen Huang, which could result in Nvidia generating $150B in revenue in 2025, up 30% year-over-year, UBS analyst Timothy Arcuri said.
"New pre-packaged and pre-trained modular AI models announced with together with Blackwell should also accelerate the distribution flywheel for [Nvidia's] AI solutions to ride alongside enterprise software," Arcuri wrote in a note. "The entire framework creates a central distribution structure similar to an app store and given the vast array of companies to potentially license NVDA's AI Enterprise software ($4500/GPU/yr), monetization can add up quickly."
Arcuri, who boosted his price target on Nvidia to $1,100 from $800 following the event, said he still has some concerns about supply and the company's ability to beat Wall Street estimates, but any weakness in the near-term is an "attractive buying opportunity given what we think is still out in front of us."Мнението ми не представлява съвет за покупко-продажба на акции, облигации и други видове ценни книжа
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Първоначално изпратено от Kanu Разгледай мнение
натиснете де
Другата седмица ще стигнем 1000. Мисля след това пътя е постепенно да надмине първо Епъл и после Майкрософт по пазарна капитализация, което на този етап изглежда неминуемо. Моята прогноза е, Nvidia ще стъпи на 1вото място до края на тази година.
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