AI boom boosts Nvidia despite ‘geopolitical issues’
Nvidia, a computer chip designer, has been increased by large technology companies that willing to expand its AI capabilities despite dealing with US and Chinese tensions.
On Wednesday, he reported $ 46.7 billion (£ 34.6 billion) for the second three months of the year, 56% of the same period in 2024.
However, Nvidia caught a cross -fire of a trade war between the US and China, “continued to work on geopolitical problems” and shares fell into trade after work.
The company had to navigate in rapidly changing policies aiming to ensure that the Trump administration progresses in the US development of AI.
Nvidia’s sophisticated chips have become an important part of AI explosion.
On Wednesday, his demand for his products, especially Instagram owner Meta and Chatgpt producer Openai, such as the major technology companies to compete to make artificial intelligence, he said.
Nvidia boss Jensen Huang, after the publication of the report in a call with analysts, the expenditures made by four major technology firms to $ 600 billion a year, he said.
Huang said, “Over time, artificial intelligence … You would think that GDP will accelerate the growth.” He said. “Our contribution to this is a large part of the AI infrastructure.”
Investment company Wealthify Chief Investment Officer Colleen Mchough said that BBC is today NVIDIA’s “heart of this AI explosion”.
“For AI chips, it is really undisputed in the market.”
He said that the company is “very dependent” for income for income, and that Nvidia’s Nvidia’s “returns and share price” would mean that the companies that continue to spend on their chips.
Even if the company’s income from data centers was slightly insufficient than the expectations of the analysts, it increased by 56% to $ 41.1 billion.
Eileen Burbridge, the investor and founding partner of Passion Capital, said that the share price is the result of “Wobble” Data Center section “as it hopes as strong as it hopes”.
However, the company said that he saw “incredible” growth.
“There was a lot of capital to go, perhaps I don’t think it’s unfair to say that there is a lot of enthusiasm or a little balloon.”
In July, Nvidia became the world’s first 4th company.
California -based Santa Clara, Artificial Intelligence (AI) Chips, the current quarter income will probably increase to $ 54 billion and Wall Street analysts will exceed the expectations, he said.
However, Nvidia is exposed to geopolitical tensions between the US and China.
The company announced in July that high -level artificial intelligence chips will continue to sell to China.
The Movement followed Huang’s Trump administration successfully lobbying to reversed the company’s H20 chips, especially for the Chinese market.
In addition to AI developers in the country, the administration imposed a ban on concerns that chips could benefit the Chinese army.
On Wednesday, managers said that in late July, the US government began to review licenses for the sale of H20 chips, especially for Chinese customers, especially for Chinese customers.
However, the company added that it has not sent H20S despite some Chinese -based customers who have received these licenses in recent weeks.
The US government is waiting to receive 15% of the income from licensed H20 sales.
Nvidia did not include the H20 at the current quarter point of view, and at the same time lobbying the sale of the US government to China, the largest market of Blackwell ships for chips.
In the meantime, analysts say China’s Nvidia is currently competing in the industry.
“US export restrictions are fueling the construction of domestic chipset in China,” Emarketer Analyst Jacob Bourne said. He said.
Now the problem said whether Nvidia will help Nvidia’s “Dive to Robots” to maintain the role of “AI economy”.
