阿达的

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    • 阿达的阿达的
      ·08-31
      $英伟达(NVDA)$  ‌What are the market's biggest concerns? First, whether NVIDIA can maintain its strong technological edge. Before the earnings call, industry insiders already knew that Jensen Huang’s highly anticipated Blackwell chip was facing production "delays." Huang had confidently stated during the Q1 earnings call that Blackwell would significantly contribute to the company’s revenue this year. However, on the day of the Q2 earnings report, CFO Colette Kress acknowledged production issues with Blackwell, indicating that the company is working on design improvements to boost output, with shipments now postponed to the fourth fiscal quarter. This has raised significant concerns about NVIDIA’s future growth. Second, whether big tech companies
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    • 阿达的阿达的
      ·03-28

      NVDA Stock: Stay Strong With the Original AI Chip Winner

      Nvidia is no longer the only chip stock crowned an ‘AI winner’ by the market.Alongside Nvidia’s key competitor, other semiconductor stocks are starting to gain this status.NVDA stock remains a top choice for gen AI exposure.When the generative AI revolution first took shape in 2023, Nvidia emerged as “the” name among semiconductor stocks. Since then, of course, other names have joined NVDA stock in being crowned “AI winners” by the market. We’re not talking just about Advanced Micro Devices .After all, increased competition, if coupled with slowing growth, can mean bad news for a first-mover. What’s been playing out lately in the EV sector is a prime example of this. That said, what’s been playing out lately in the AI semiconductors differs greatly. This in turn is good news for Nvidia, and for NVDA stock.With the recent unveiling of its Blackwell GPU platform, Nvidia is poised to cement its lead in the provision of chips for training and running large-language AI models. This sugges
      NVDA Stock: Stay Strong With the Original AI Chip Winner
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