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Nvidia's Sovereign AI Thrust Accelerates Sales Growth Amid Global Government AI Investments

06-07

$Amazon.com(AMZN)$

2023-12-13

$Tesla Motors(TSLA)$

2023-11-22

$Meta Platforms, Inc.(META)$

2023-10-24

$Meta Platforms, Inc.(META)$

2021-09-22

great and steady business...

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2021-07-24

wow

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This trend, advocating for sovereign AI investments, is expected to generate nearly $10 billion in revenue for Nvidia this year.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Governments worldwide are investing heavily in domestic AI infrastructure, The Wall Street Journal reported. This trend is proving to be a significant source of revenue for Nvidia and other tech companies.</p><p style=\"text-align: start;\">These investments are driven by a desire for strategic self-reliance amid escalating U.S.-China tech tensions. Countries are also aiming to protect their national culture and security in an AI-dominated world.</p><p style=\"text-align: start;\">Nvidia’s sovereign AI initiatives are expected to bring in nearly $10 billion this year, up from zero last year. This is a significant boost to the company’s $26 billion in quarterly revenue, with almost half coming from major cloud-computing firms renting access to its chips.</p><p style=\"text-align: start;\">“There is a tremendous amount of anxiety among some governments about how the generative AI revolution is going to impact their economies. They want to have a little bit more influence and control this time around,” said Pablo Chavez, from the Center for a New American Security.</p><p style=\"text-align: start;\">&#34;You own your own data. You therefore must take that data, refine that data and own your own national intelligence. You cannot allow that to be done by other people,&#34; Nvidia CEO Jensen Huang said in Dubai in February.</p><p style=\"text-align: start;\">&#34;Governments now want sovereign clouds for their AI infrastructure and sensitive data, and U.S.-based tech companies are eager to build those for them. It&#39;s an enormous growth opportunity for chip manufacturers and cloud providers, but they still have to navigate a minefield of export controls and political rivalries,&#34; said Nu Wexler, former policy communications staffer at Meta, Google, and Twitter, now known as X.</p><p><strong>Why It Matters</strong>: Nvidia’s pivotal role in the global drive for ‘Sovereign AI’ has been highlighted in the past. During the first quarter earnings call, Nvidia executives emphasized the company’s crucial role in powering national AI initiatives worldwide. Sovereign AI refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce, and business networks. This trend could significantly boost the company’s long-term growth.</p><p style=\"text-align: start;\">Despite the company’s recent achievements, there has been some debate about Nvidia’s true value. New York University Stern School of Business Professor <strong>Aswath </strong>Damodaran, known as Wall Street’s “Dean of Valuation,” believes Nvidia’s intrinsic value doesn’t justify its current price tag. However, he acknowledged the company’s achievements, stating, “If you are designing the perfect momentum company from scratch, Nvidia would be it.”</p><p style=\"text-align: start;\">Despite the debates, Nvidia’s stock has been performing well. The company recently reached a $3 trillion valuation by market capitalization. Nvidia’s shares rose more than 6% last week amid continued momentum on the back of booming demand for its AI chips.</p><p style=\"text-align: start;\">Analysts have also pointed out a key statistic that could signal a bright future for Nvidia. The company’s projected free cash flow over the next two years is expected to exceed that of Microsoft Corp.</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>Nvidia's Sovereign AI Thrust Accelerates Sales Growth Amid Global Government AI Investments</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's Sovereign AI Thrust Accelerates Sales Growth Amid Global Government AI Investments\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-06-10 13:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Governments in Asia, the Middle East, Europe, and the Americas are pouring billions into new domestic AI computing facilities, presenting a significant growth opportunity for tech companies like <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>. This trend, advocating for sovereign AI investments, is expected to generate nearly $10 billion in revenue for Nvidia this year.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Governments worldwide are investing heavily in domestic AI infrastructure, The Wall Street Journal reported. This trend is proving to be a significant source of revenue for Nvidia and other tech companies.</p><p style=\"text-align: start;\">These investments are driven by a desire for strategic self-reliance amid escalating U.S.-China tech tensions. Countries are also aiming to protect their national culture and security in an AI-dominated world.</p><p style=\"text-align: start;\">Nvidia’s sovereign AI initiatives are expected to bring in nearly $10 billion this year, up from zero last year. This is a significant boost to the company’s $26 billion in quarterly revenue, with almost half coming from major cloud-computing firms renting access to its chips.</p><p style=\"text-align: start;\">“There is a tremendous amount of anxiety among some governments about how the generative AI revolution is going to impact their economies. They want to have a little bit more influence and control this time around,” said Pablo Chavez, from the Center for a New American Security.</p><p style=\"text-align: start;\">&#34;You own your own data. You therefore must take that data, refine that data and own your own national intelligence. You cannot allow that to be done by other people,&#34; Nvidia CEO Jensen Huang said in Dubai in February.</p><p style=\"text-align: start;\">&#34;Governments now want sovereign clouds for their AI infrastructure and sensitive data, and U.S.-based tech companies are eager to build those for them. It&#39;s an enormous growth opportunity for chip manufacturers and cloud providers, but they still have to navigate a minefield of export controls and political rivalries,&#34; said Nu Wexler, former policy communications staffer at Meta, Google, and Twitter, now known as X.</p><p><strong>Why It Matters</strong>: Nvidia’s pivotal role in the global drive for ‘Sovereign AI’ has been highlighted in the past. During the first quarter earnings call, Nvidia executives emphasized the company’s crucial role in powering national AI initiatives worldwide. Sovereign AI refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce, and business networks. This trend could significantly boost the company’s long-term growth.</p><p style=\"text-align: start;\">Despite the company’s recent achievements, there has been some debate about Nvidia’s true value. New York University Stern School of Business Professor <strong>Aswath </strong>Damodaran, known as Wall Street’s “Dean of Valuation,” believes Nvidia’s intrinsic value doesn’t justify its current price tag. However, he acknowledged the company’s achievements, stating, “If you are designing the perfect momentum company from scratch, Nvidia would be it.”</p><p style=\"text-align: start;\">Despite the debates, Nvidia’s stock has been performing well. The company recently reached a $3 trillion valuation by market capitalization. Nvidia’s shares rose more than 6% last week amid continued momentum on the back of booming demand for its AI chips.</p><p style=\"text-align: start;\">Analysts have also pointed out a key statistic that could signal a bright future for Nvidia. The company’s projected free cash flow over the next two years is expected to exceed that of Microsoft Corp.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188350920","content_text":"Governments in Asia, the Middle East, Europe, and the Americas are pouring billions into new domestic AI computing facilities, presenting a significant growth opportunity for tech companies like NVIDIA Corp. This trend, advocating for sovereign AI investments, is expected to generate nearly $10 billion in revenue for Nvidia this year.What Happened: Governments worldwide are investing heavily in domestic AI infrastructure, The Wall Street Journal reported. This trend is proving to be a significant source of revenue for Nvidia and other tech companies.These investments are driven by a desire for strategic self-reliance amid escalating U.S.-China tech tensions. Countries are also aiming to protect their national culture and security in an AI-dominated world.Nvidia’s sovereign AI initiatives are expected to bring in nearly $10 billion this year, up from zero last year. This is a significant boost to the company’s $26 billion in quarterly revenue, with almost half coming from major cloud-computing firms renting access to its chips.“There is a tremendous amount of anxiety among some governments about how the generative AI revolution is going to impact their economies. They want to have a little bit more influence and control this time around,” said Pablo Chavez, from the Center for a New American Security.\"You own your own data. You therefore must take that data, refine that data and own your own national intelligence. You cannot allow that to be done by other people,\" Nvidia CEO Jensen Huang said in Dubai in February.\"Governments now want sovereign clouds for their AI infrastructure and sensitive data, and U.S.-based tech companies are eager to build those for them. It's an enormous growth opportunity for chip manufacturers and cloud providers, but they still have to navigate a minefield of export controls and political rivalries,\" said Nu Wexler, former policy communications staffer at Meta, Google, and Twitter, now known as X.Why It Matters: Nvidia’s pivotal role in the global drive for ‘Sovereign AI’ has been highlighted in the past. During the first quarter earnings call, Nvidia executives emphasized the company’s crucial role in powering national AI initiatives worldwide. Sovereign AI refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce, and business networks. This trend could significantly boost the company’s long-term growth.Despite the company’s recent achievements, there has been some debate about Nvidia’s true value. New York University Stern School of Business Professor Aswath Damodaran, known as Wall Street’s “Dean of Valuation,” believes Nvidia’s intrinsic value doesn’t justify its current price tag. However, he acknowledged the company’s achievements, stating, “If you are designing the perfect momentum company from scratch, Nvidia would be it.”Despite the debates, Nvidia’s stock has been performing well. The company recently reached a $3 trillion valuation by market capitalization. Nvidia’s shares rose more than 6% last week amid continued momentum on the back of booming demand for its AI chips.Analysts have also pointed out a key statistic that could signal a bright future for Nvidia. The company’s projected free cash flow over the next two years is expected to exceed that of Microsoft Corp.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314142694920208,"gmtCreate":1717715302173,"gmtModify":1717724614878,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v 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Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251339672260680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244212718436448,"gmtCreate":1700646350904,"gmtModify":1700646354386,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244212718436448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234067314442528,"gmtCreate":1698154178638,"gmtModify":1698154181154,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234067314442528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869737237,"gmtCreate":1632321298529,"gmtModify":1676530752547,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"great and steady&nbsp;business...","listText":"great and steady&nbsp;business...","text":"great and steady business...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869737237","repostId":"1143821004","repostType":4,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174498197,"gmtCreate":1627120776819,"gmtModify":1703484547943,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174498197","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","pubTimestamp":1627084309,"share":"https://www.laohu8.com/m/news/1191636755?lang=&edition=full","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","source":"lsy1601382232898","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>Tesla Earnings Are Coming. Here’s the One Number That Matters.</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\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":869737237,"gmtCreate":1632321298529,"gmtModify":1676530752547,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"great and steady&nbsp;business...","listText":"great and steady&nbsp;business...","text":"great and steady business...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869737237","repostId":"1143821004","repostType":4,"repost":{"id":"1143821004","pubTimestamp":1632320072,"share":"https://www.laohu8.com/m/news/1143821004?lang=&edition=full","pubTime":"2021-09-22 22:14","market":"us","language":"en","title":"Apple sees 5M iPhone 13 pre-orders in China--report","url":"https://stock-news.laohu8.com/highlight/detail?id=1143821004","media":"seekingalpha","summary":"Barely $one$ week after unveiling the iPhone 13, $Apple$ is already seeing strong initial demand for its flagship product coming out of China.TheSouth China Morning $Post$reported Wednesday that approximately 5 million pre-orders of the iPhone 13 have been made in the eight days since Apple  Chief Executive Tim Cook showed of the smartphone. ThePostsaid that online traffic was so heavy that Apple's China site slowed to a crawl, and that Chinese e-commerce company $JD.com$took more than 3 million","content":"<p>Barely <a href=\"https://laohu8.com/S/AONE.U\">one</a> week after unveiling the iPhone 13, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&nbsp;is already seeing strong initial demand for its flagship product coming out of China.</p>\n<p>The<i>South China Morning <a href=\"https://laohu8.com/S/POST\">Post</a></i>reported Wednesday that approximately 5 million pre-orders of the iPhone 13 have been made in the eight days since Apple (AAPL) Chief Executive Tim Cook showed of the smartphone. The<i>Post</i>said that online traffic was so heavy that Apple's China site slowed to a crawl, and that Chinese e-commerce company <a href=\"https://laohu8.com/S/JD\">JD.com</a>(NASDAQ:JD)took more than 3 million iPhone 13 pre-order</p>\n<p>The four new iPhones--iPhone 13, iPhone 13 Mini, iPhone 13 Pro and iPhone 13 Pro Max--officially go on sale on September 24.</p>\n<p>Earlier this week, <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> analyst Wamsi Mohan said in a research report that initial retail checks showediPhone 13 pre-orders outpacing those of the iPhone 12 a year ago.</p>\n<p>Apple gained over 1% in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/ac2063b03f2196c3d0a449ab604bd718\" tg-width=\"972\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","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>Apple sees 5M iPhone 13 pre-orders in China--report</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\">\nApple sees 5M iPhone 13 pre-orders in China--report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 22:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3742266-apple-sees-5m-iphone-pre-orders-in-china-report><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barely one week after unveiling the iPhone 13, Apple is already seeing strong initial demand for its flagship product coming out of China.\nTheSouth China Morning Postreported Wednesday that ...</p>\n\n<a href=\"https://seekingalpha.com/news/3742266-apple-sees-5m-iphone-pre-orders-in-china-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3742266-apple-sees-5m-iphone-pre-orders-in-china-report","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143821004","content_text":"Barely one week after unveiling the iPhone 13, Apple is already seeing strong initial demand for its flagship product coming out of China.\nTheSouth China Morning Postreported Wednesday that approximately 5 million pre-orders of the iPhone 13 have been made in the eight days since Apple (AAPL) Chief Executive Tim Cook showed of the smartphone. ThePostsaid that online traffic was so heavy that Apple's China site slowed to a crawl, and that Chinese e-commerce company JD.com(NASDAQ:JD)took more than 3 million iPhone 13 pre-order\nThe four new iPhones--iPhone 13, iPhone 13 Mini, iPhone 13 Pro and iPhone 13 Pro Max--officially go on sale on September 24.\nEarlier this week, Bank of America analyst Wamsi Mohan said in a research report that initial retail checks showediPhone 13 pre-orders outpacing those of the iPhone 12 a year ago.\nApple gained over 1% in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174498197,"gmtCreate":1627120776819,"gmtModify":1703484547943,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174498197","repostId":"1191636755","repostType":4,"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315304953442440,"gmtCreate":1718010200286,"gmtModify":1718010202364,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, 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/315304953442440","repostId":"1188350920","repostType":2,"repost":{"id":"1188350920","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1717998258,"share":"https://www.laohu8.com/m/news/1188350920?lang=&edition=full","pubTime":"2024-06-10 13:44","market":"us","language":"en","title":"Nvidia's Sovereign AI Thrust Accelerates Sales Growth Amid Global Government AI Investments","url":"https://stock-news.laohu8.com/highlight/detail?id=1188350920","media":"Benzinga","summary":"Governments in Asia, the Middle East, Europe, and the Americas are pouring billions into new domestic AI computing facilities, presenting a significant growth opportunity for tech companies like $NVID","content":"<html><head></head><body><p>Governments in Asia, the Middle East, Europe, and the Americas are pouring billions into new domestic AI computing facilities, presenting a significant growth opportunity for tech companies like <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>. This trend, advocating for sovereign AI investments, is expected to generate nearly $10 billion in revenue for Nvidia this year.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Governments worldwide are investing heavily in domestic AI infrastructure, The Wall Street Journal reported. This trend is proving to be a significant source of revenue for Nvidia and other tech companies.</p><p style=\"text-align: start;\">These investments are driven by a desire for strategic self-reliance amid escalating U.S.-China tech tensions. Countries are also aiming to protect their national culture and security in an AI-dominated world.</p><p style=\"text-align: start;\">Nvidia’s sovereign AI initiatives are expected to bring in nearly $10 billion this year, up from zero last year. This is a significant boost to the company’s $26 billion in quarterly revenue, with almost half coming from major cloud-computing firms renting access to its chips.</p><p style=\"text-align: start;\">“There is a tremendous amount of anxiety among some governments about how the generative AI revolution is going to impact their economies. They want to have a little bit more influence and control this time around,” said Pablo Chavez, from the Center for a New American Security.</p><p style=\"text-align: start;\">&#34;You own your own data. You therefore must take that data, refine that data and own your own national intelligence. You cannot allow that to be done by other people,&#34; Nvidia CEO Jensen Huang said in Dubai in February.</p><p style=\"text-align: start;\">&#34;Governments now want sovereign clouds for their AI infrastructure and sensitive data, and U.S.-based tech companies are eager to build those for them. It&#39;s an enormous growth opportunity for chip manufacturers and cloud providers, but they still have to navigate a minefield of export controls and political rivalries,&#34; said Nu Wexler, former policy communications staffer at Meta, Google, and Twitter, now known as X.</p><p><strong>Why It Matters</strong>: Nvidia’s pivotal role in the global drive for ‘Sovereign AI’ has been highlighted in the past. During the first quarter earnings call, Nvidia executives emphasized the company’s crucial role in powering national AI initiatives worldwide. Sovereign AI refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce, and business networks. This trend could significantly boost the company’s long-term growth.</p><p style=\"text-align: start;\">Despite the company’s recent achievements, there has been some debate about Nvidia’s true value. New York University Stern School of Business Professor <strong>Aswath </strong>Damodaran, known as Wall Street’s “Dean of Valuation,” believes Nvidia’s intrinsic value doesn’t justify its current price tag. However, he acknowledged the company’s achievements, stating, “If you are designing the perfect momentum company from scratch, Nvidia would be it.”</p><p style=\"text-align: start;\">Despite the debates, Nvidia’s stock has been performing well. The company recently reached a $3 trillion valuation by market capitalization. Nvidia’s shares rose more than 6% last week amid continued momentum on the back of booming demand for its AI chips.</p><p style=\"text-align: start;\">Analysts have also pointed out a key statistic that could signal a bright future for Nvidia. The company’s projected free cash flow over the next two years is expected to exceed that of Microsoft Corp.</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>Nvidia's Sovereign AI Thrust Accelerates Sales Growth Amid Global Government AI Investments</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's Sovereign AI Thrust Accelerates Sales Growth Amid Global Government AI Investments\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-06-10 13:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Governments in Asia, the Middle East, Europe, and the Americas are pouring billions into new domestic AI computing facilities, presenting a significant growth opportunity for tech companies like <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>. This trend, advocating for sovereign AI investments, is expected to generate nearly $10 billion in revenue for Nvidia this year.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Governments worldwide are investing heavily in domestic AI infrastructure, The Wall Street Journal reported. This trend is proving to be a significant source of revenue for Nvidia and other tech companies.</p><p style=\"text-align: start;\">These investments are driven by a desire for strategic self-reliance amid escalating U.S.-China tech tensions. Countries are also aiming to protect their national culture and security in an AI-dominated world.</p><p style=\"text-align: start;\">Nvidia’s sovereign AI initiatives are expected to bring in nearly $10 billion this year, up from zero last year. This is a significant boost to the company’s $26 billion in quarterly revenue, with almost half coming from major cloud-computing firms renting access to its chips.</p><p style=\"text-align: start;\">“There is a tremendous amount of anxiety among some governments about how the generative AI revolution is going to impact their economies. They want to have a little bit more influence and control this time around,” said Pablo Chavez, from the Center for a New American Security.</p><p style=\"text-align: start;\">&#34;You own your own data. You therefore must take that data, refine that data and own your own national intelligence. You cannot allow that to be done by other people,&#34; Nvidia CEO Jensen Huang said in Dubai in February.</p><p style=\"text-align: start;\">&#34;Governments now want sovereign clouds for their AI infrastructure and sensitive data, and U.S.-based tech companies are eager to build those for them. It&#39;s an enormous growth opportunity for chip manufacturers and cloud providers, but they still have to navigate a minefield of export controls and political rivalries,&#34; said Nu Wexler, former policy communications staffer at Meta, Google, and Twitter, now known as X.</p><p><strong>Why It Matters</strong>: Nvidia’s pivotal role in the global drive for ‘Sovereign AI’ has been highlighted in the past. During the first quarter earnings call, Nvidia executives emphasized the company’s crucial role in powering national AI initiatives worldwide. Sovereign AI refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce, and business networks. This trend could significantly boost the company’s long-term growth.</p><p style=\"text-align: start;\">Despite the company’s recent achievements, there has been some debate about Nvidia’s true value. New York University Stern School of Business Professor <strong>Aswath </strong>Damodaran, known as Wall Street’s “Dean of Valuation,” believes Nvidia’s intrinsic value doesn’t justify its current price tag. However, he acknowledged the company’s achievements, stating, “If you are designing the perfect momentum company from scratch, Nvidia would be it.”</p><p style=\"text-align: start;\">Despite the debates, Nvidia’s stock has been performing well. The company recently reached a $3 trillion valuation by market capitalization. Nvidia’s shares rose more than 6% last week amid continued momentum on the back of booming demand for its AI chips.</p><p style=\"text-align: start;\">Analysts have also pointed out a key statistic that could signal a bright future for Nvidia. The company’s projected free cash flow over the next two years is expected to exceed that of Microsoft Corp.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188350920","content_text":"Governments in Asia, the Middle East, Europe, and the Americas are pouring billions into new domestic AI computing facilities, presenting a significant growth opportunity for tech companies like NVIDIA Corp. This trend, advocating for sovereign AI investments, is expected to generate nearly $10 billion in revenue for Nvidia this year.What Happened: Governments worldwide are investing heavily in domestic AI infrastructure, The Wall Street Journal reported. This trend is proving to be a significant source of revenue for Nvidia and other tech companies.These investments are driven by a desire for strategic self-reliance amid escalating U.S.-China tech tensions. Countries are also aiming to protect their national culture and security in an AI-dominated world.Nvidia’s sovereign AI initiatives are expected to bring in nearly $10 billion this year, up from zero last year. This is a significant boost to the company’s $26 billion in quarterly revenue, with almost half coming from major cloud-computing firms renting access to its chips.“There is a tremendous amount of anxiety among some governments about how the generative AI revolution is going to impact their economies. They want to have a little bit more influence and control this time around,” said Pablo Chavez, from the Center for a New American Security.\"You own your own data. You therefore must take that data, refine that data and own your own national intelligence. You cannot allow that to be done by other people,\" Nvidia CEO Jensen Huang said in Dubai in February.\"Governments now want sovereign clouds for their AI infrastructure and sensitive data, and U.S.-based tech companies are eager to build those for them. It's an enormous growth opportunity for chip manufacturers and cloud providers, but they still have to navigate a minefield of export controls and political rivalries,\" said Nu Wexler, former policy communications staffer at Meta, Google, and Twitter, now known as X.Why It Matters: Nvidia’s pivotal role in the global drive for ‘Sovereign AI’ has been highlighted in the past. During the first quarter earnings call, Nvidia executives emphasized the company’s crucial role in powering national AI initiatives worldwide. Sovereign AI refers to a nation’s capabilities to produce artificial intelligence using its own infrastructure, data, workforce, and business networks. This trend could significantly boost the company’s long-term growth.Despite the company’s recent achievements, there has been some debate about Nvidia’s true value. New York University Stern School of Business Professor Aswath Damodaran, known as Wall Street’s “Dean of Valuation,” believes Nvidia’s intrinsic value doesn’t justify its current price tag. However, he acknowledged the company’s achievements, stating, “If you are designing the perfect momentum company from scratch, Nvidia would be it.”Despite the debates, Nvidia’s stock has been performing well. The company recently reached a $3 trillion valuation by market capitalization. Nvidia’s shares rose more than 6% last week amid continued momentum on the back of booming demand for its AI chips.Analysts have also pointed out a key statistic that could signal a bright future for Nvidia. The company’s projected free cash flow over the next two years is expected to exceed that of Microsoft Corp.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314142694920208,"gmtCreate":1717715302173,"gmtModify":1717724614878,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Amazon.com(AMZN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314142694920208","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251339672260680,"gmtCreate":1702399437113,"gmtModify":1702399439287,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251339672260680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244212718436448,"gmtCreate":1700646350904,"gmtModify":1700646354386,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244212718436448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234067314442528,"gmtCreate":1698154178638,"gmtModify":1698154181154,"author":{"id":"3558952131452325","authorId":"3558952131452325","name":"Jenny0923","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234067314442528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}