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Nvidia de parel voor de komende jaren

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nine_inch_nerd 24 maart 2025 22:39

Zeer explosieve aandelen, zeg!

#NVDA #ASML
;)

Deze 2 AI-aandelen kunnen elk moment exploderen
tinyurl.com/ykpp4j4y

nine_inch_nerd 24 maart 2025 22:51

Malaysia to crack down on Nvidia chip flows under US pressure
www.ft.com/content/d0267fb8-36b2-41dc...

nine_inch_nerd 25 maart 2025 07:29

Intel's CEO Resets Roadmap With Fresh Play for Nvidia and Broadcom
UBS says Intel's near-term focus includes landing major chip clients and rolling out a lower-power 18A process
www.gurufocus.com/news/2749188/intels...

Japaho 25 maart 2025 09:04

quote:
nine_inch_nerd schreef op 24 maart 2025 22:39:
Zeer explosieve aandelen, zeg!

#NVDA #ASML
;)

Deze 2 AI-aandelen kunnen elk moment exploderen
tinyurl.com/ykpp4j4y

Als de fabriek maar niet explodeert......... :))

nine_inch_nerd 25 maart 2025 12:28

Apple Enters AI Data Center Race with $1 Billion Investment in Nvidia Systems
stockwhiz.ai/us/top/technology/apple-...

nine_inch_nerd 25 maart 2025 13:26

Op X: Tech firms, some countries call for Trump to rethink AI chip curb rule - Bloomberg

nine_inch_nerd 25 maart 2025 17:39

African billionaire set to build the continent's first AI factory powered by Nvidia
africa.businessinsider.com/local/mark...

nine_inch_nerd 25 maart 2025 20:48

Nvidia’s nieuwste aankoop moet AI-datahonger oplossen
- Nvidia koopt synthetisch data-startup Gretel, waarschijnlijk voor een bedrag van meer dan $320 miljoen, om zijn positie in AI-training te versterken.
- Tijdens GTC 2025 onthult Nvidia een agressieve roadmap met nieuwe chips die tot 900 keer krachtiger zijn dan huidige modellen.
- Ondanks een EV/EBITDA boven de 20x blijft Nvidia behoorlijk aantrekkelijk, door explosieve omzetgroei en leidende positie in de AI-markt.
tinyurl.com/3w4sh7zx

Hopper58 26 maart 2025 07:39

Alibaba’s chairman is the latest to warn of an AI bubble. Is that a problem for Nvidia?
Joe Tsai’s comments are another example of how AI is becoming a geopolitical battlefield
By
Therese Poletti

Last Updated: March 25, 2025 at 7:42?p.m. ET
First Published: March 25, 2025 at 12:44?p.m. ET

Alibaba Chairman Joe Tsai warned of a potential spending bubble in artificial-intelligence spending and data-center construction, adding to market jitters about the sustainability of AI demand.

When Tsai said at a Hong Kong investor conference Tuesday that he is “astounded” by the capital spending of U.S. tech giants, he offered the latest example of how the competition in AI is becoming a geopolitical battlefield — especially when it comes to relations between the U.S. and China.

Earlier this week, Alibaba-backed Ant Group said it used Chinese-developed chips to train AI models at a 20% lower cost and with similar results to what Nvidia Corp. chips for the China market could have yielded, according to a Bloomberg report. And last year, Baidu Chief Executive Robin Li also warned of an AI bubble, saying that probably only 1% of the companies participating in the AI craze will stand out and “create huge value,” while speaking at a Harvard Business Review conference.

The comments by Tsai at a Hong Kong technology conference, though, appeared to be having some impact on the market Tuesday, with some AI semiconductor stocks falling slightly. Nvidia Corp.
and Broadcom Inc. fell 1.6%, while Micron Technology Inc.’s stock sank about 3%. Shares of Alibaba slipped 1.3%.

That said, Nvidia and other chip stocks moved higher in Monday’s session even in the face of the Ant commentary.

Mizuho desk-based analyst Jordan Klein pointed out in a note to clients that investors should expect to see more and more ”cautious comments” about AI coming out of China, as the AI narrative “becomes more of a global strategic arms race.”

“Maybe Tsai and Alibaba [management] are not worried that Alibaba itself overspends or overbuilds in AI, just that their competitors will do so,” Klein said. He flagged that Tsai’s cautious remarks seemed at odds with Alibaba’s own spending activity. Last month, Alibaba executives told analysts on the company’s earnings call that they had plans to spend “more in cloud and AI over the next three years than we did in aggregate over the last 10 years.”

Klein also pointed out that the comments from China were coming just days after Nvidia’s big developer conference, GTC, during which the company made a slew of announcements and outlined an ambitious road map with plans to iterate a new line of chips roughly every 12 months.

“Less than a week after end of [Nvidia’s] big splashy annual GTC event, we get repeated headlines out of China [from] tech internet leaders that are definitely negative shots against both Nvidia and the entire AI investment narrative that generally centers 100% on U.S. suppliers and tech company leaders,” Klein said.

Still, it is worth noting that Nvidia’s stock has suffered in the last two months since the revelation from DeepSeek, the small Chinese lab that demonstrated much lower costs of computing when creating its own AI model. Nvidia shares are still about 19% off their closing high achieved on Jan. 6, before the DeepSeek developments became widely known on Wall Street.

Chip stocks have also been volatile in recent months as investors have debated the potential impact of Trump administration tariffs, which now may not be as bad as expected. But there are other elements of the U.S.-China skirmish to consider, namely the prospect of stricter export controls over AI chips. Investors are wondering whether Trump will support the Biden administration’s more stringent controls that are expected to kick in May 13 and could impact sales to more than just Greater China.

www.marketwatch.com/story/alibabas-ch...

Hopper58 26 maart 2025 12:01

U.S. Blacklists Over 50 Chinese Companies to Hit AI and Chip Capabilities
Neil Wilson

Mar 26, 2025, 11:06 AM

U.S. Blacklists Over 50 Chinese Companies to Hit AI and Chip Capabilities
The U.S. on Tuesday added dozens of Chinese companies to its export blacklist in an effort to further curtail Beijing’s advances in artificial intelligence and advanced computing, building on existing measures to restrict access to advanced AI chips from the likes of Nvidia NVDA -0.59% ? . The move comes after DeepSeek unleashed a wave of AI announcements from Chinese companies in recent, stoking fears about China’s ability to achieve self-sufficiency in AI and pressuring higher-cost U.S. models. And it comes against a wider backdrop of the struggle for technological dominance between the U.S. and China, which has started to look less one-sided than it once did.

The U.S. Department of Commerce’s Bureau of Industry and Security added 80 organizations to an “entity list,” with more than 50 from China.

It said the moves will restrict the Chinese Communist Party’s (CCP) ability to acquire and develop high-performance computing capabilities, including quantum computing, for use by its military. The move is also aimed at slowing China’s development of its hypersonic weapons program.

“The Commerce Department is taking decisive action to protect America. We will not allow adversaries to exploit American technology to bolster their own militaries and threaten American lives,” said U.S. Secretary of Commerce Howard Lutnick. “We are committed to using every tool at the Department’s disposal to ensure our most advanced technologies stay out of the hands of those who seek to harm Americans.”

Eleven Chinese firms were added to the blacklist for engaging in the development of advanced AI, supercomputers, and high-performance AI chips for China-based end-users with close ties to the country’s military, the Commerce Department said. Two Chinese entities are being added for selling products sanctioned companies including Huawei and its affiliated chipmaker HiSilicon.

Entities from a number of other countries were also added to the blacklist as the U.S. aims at intermediaries who enable Chinese companies to gain access to key U.S. technology via third parties despite restrictions. Washington in turn is stepping up efforts to restrict firms from circumventing rules aimed at stopping China having advanced chips made by Nvidia and Advanced Micro Devices.

www.tipranks.com/news/u-s-blacklists-...

Hopper58 26 maart 2025 17:36

Ik kan het artikel niet meer terugvinden maar de kern was dat in die lijst van 50 bijkomende Chinese firma's dochterondernemingen van de grootste Chinese serverproducent zitten. Een grote klant van NVIDIA, AMD en Broadcom (?). Je kunt wel spreken van een splinterbom op de Amerikaanse chipsbedrijven. Goed bezig Trump.

Ik voelde vanmorgen al heel vroeg iets aankomen en heb al heel vroeg met winst alle NVIDIA, Broadcom en Micron Technology verkocht.

nine_inch_nerd 26 maart 2025 18:43

NVDA NEARS DEAL TO BUY GPU RESELLER LEPTON AI - The Information

Hopper58 26 maart 2025 22:25

quote:
Hopper58 schreef op 26 maart 2025 17:36:
Ik kan het artikel niet meer terugvinden maar de kern was dat in die lijst van 50 bijkomende Chinese firma's dochterondernemingen van de grootste Chinese serverproducent zitten. Een grote klant van NVIDIA, AMD en Broadcom (?). Je kunt wel spreken van een splinterbom op de Amerikaanse chipsbedrijven. Goed bezig Trump.

Ik voelde vanmorgen al heel vroeg iets aankomen en heb al heel vroeg met winst alle NVIDIA, Broadcom en Micron Technology verkocht.

'On Tuesday, the Trump administration added 80 Chinese companies to a trade blacklist, citing national-security concerns. These included Inspur, Chinese’s largest server maker — and a buyer of Nvidia chips. Inspur also purchases chips from Intel Corp. and Advanced Micro Devices Inc.'

www.marketwatch.com/story/nvidia-and-...

Hopper58 26 maart 2025 22:26

'Nvidia, with its massive AI data-center business, is becoming increasingly caught in the middle of the trade war between China and the U.S., and it has the biggest business in China of the three companies. According to Bernstein Research analyst Stacy Rasgon, Nvidia’s fiscal 2025 total revenue in China was about $17 billion, including data centers, automotive and networking. He estimates China data centers alone contributed about $12 billion.

“China is an important market,” Rasgon told MarketWatch, but at its highest level, it’s only been about 13% of Nvidia’s revenue. China contributes about 5% of the company’s earnings per share, he added.

Still, China fears are hurting Nvidia’s narrative and stock multiple, according to Rasgon.'

Hopper58 26 maart 2025 23:13

Ben net toch weer redelijk bescheiden ingestapt aan 113.18 $. Heb nog wat geld over om bij te kopen moest het nog dalen.

nine_inch_nerd 26 maart 2025 23:32

Nvidia on How Supercomputing Is Helping Drive Quantum
Video-interview...
www.bloomberg.com/news/videos/2025-03...

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