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Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?
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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402532414529864","repostId":"2509786314","repostType":4,"repost":{"id":"2509786314","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738748595,"share":"https://ttm.financial/m/news/2509786314?lang=en_US&edition=fundamental","pubTime":"2025-02-05 17:43","market":"sh","language":"en","title":"Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?","url":"https://stock-news.laohu8.com/highlight/detail?id=2509786314","media":"Dow Jones","summary":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when 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Customers such as Microsoft and Nvidia are making chips with more than 100 "cores" using Arm's designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</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>Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?</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\">\nArm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-05 17:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.</p><p>Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.</p><p>Results for Arm's fiscal third quarter are due after the close.</p><p>The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts' consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.</p><p>On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won't be a disappointment.</p><p>"We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server," he wrote.</p><p>Arm's latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 "cores" using Arm's designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509786314","content_text":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.Results for Arm's fiscal third quarter are due after the close.The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts' consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won't be a disappointment.\"We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,\" he wrote.Arm's latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 \"cores\" using Arm's designs.Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.","news_type":1,"symbols_score_info":{"ARM":1.1}},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350406793773400,"gmtCreate":1726576534717,"gmtModify":1726576568449,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$ </a><v-v data-views=\"0\"></v-v> ","text":"$SPDR S&P 500 ETF Trust(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350406793773400","isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350373991719280,"gmtCreate":1726568529688,"gmtModify":1726568752497,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a><v-v data-views=\"0\"></v-v> ","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350373991719280","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350341930377536,"gmtCreate":1726568496852,"gmtModify":1726568750122,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> ","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350341930377536","isVote":1,"tweetType":1,"viewCount":1992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":430786521506056,"gmtCreate":1746195527155,"gmtModify":1746195530737,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430786521506056","repostId":"2532846739","repostType":2,"repost":{"id":"2532846739","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1746191108,"share":"https://ttm.financial/m/news/2532846739?lang=en_US&edition=fundamental","pubTime":"2025-05-02 21:05","market":"nz","language":"en","title":"Nvidia Is Working On China-Tailored Chips Again After US Export Ban","url":"https://stock-news.laohu8.com/highlight/detail?id=2532846739","media":"Reuters","summary":"Nvidia Is Again Working On China-Tailored Chips After U.S. Export BanNvidia shares jumped 2.4%.","content":"<html><head></head><body><p>Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.</p><p>The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.</p><p>Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang's Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.</p><p>The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.</p><p>Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.</p><p>Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters' requests for comment.</p><p>The sale of Nvidia's advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.</p><p>Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.</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 Is Working On China-Tailored Chips Again After US Export Ban</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 Is Working On China-Tailored Chips Again After US Export Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-02 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.</p><p>The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.</p><p>Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang's Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.</p><p>The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.</p><p>Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.</p><p>Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters' requests for comment.</p><p>The sale of Nvidia's advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.</p><p>Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","NVDA":"英伟达","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4548":"巴美列捷福持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250502:nFWN3RA022:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2532846739","content_text":"Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang's Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters' requests for comment.The sale of Nvidia's advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402532414529864,"gmtCreate":1739302215351,"gmtModify":1739310054992,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"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/402532414529864","repostId":"2509786314","repostType":4,"repost":{"id":"2509786314","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738748595,"share":"https://ttm.financial/m/news/2509786314?lang=en_US&edition=fundamental","pubTime":"2025-02-05 17:43","market":"sh","language":"en","title":"Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?","url":"https://stock-news.laohu8.com/highlight/detail?id=2509786314","media":"Dow Jones","summary":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.Arm makes money by licensing its chip ","content":"<html><head></head><body><p>Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.</p><p>Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.</p><p>Results for Arm's fiscal third quarter are due after the close.</p><p>The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts' consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.</p><p>On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won't be a disappointment.</p><p>"We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server," he wrote.</p><p>Arm's latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 "cores" using Arm's designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</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>Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?</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\">\nArm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-05 17:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.</p><p>Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.</p><p>Results for Arm's fiscal third quarter are due after the close.</p><p>The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts' consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.</p><p>On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won't be a disappointment.</p><p>"We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server," he wrote.</p><p>Arm's latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 "cores" using Arm's designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509786314","content_text":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.Results for Arm's fiscal third quarter are due after the close.The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts' consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won't be a disappointment.\"We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,\" he wrote.Arm's latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 \"cores\" using Arm's designs.Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.","news_type":1,"symbols_score_info":{"ARM":1.1}},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350406793773400,"gmtCreate":1726576534717,"gmtModify":1726576568449,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&P 500 ETF Trust(SPY)$ </a><v-v data-views=\"0\"></v-v> ","text":"$SPDR S&P 500 ETF Trust(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350406793773400","isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350373991719280,"gmtCreate":1726568529688,"gmtModify":1726568752497,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a><v-v data-views=\"0\"></v-v> ","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350373991719280","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350341930377536,"gmtCreate":1726568496852,"gmtModify":1726568750122,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> ","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350341930377536","isVote":1,"tweetType":1,"viewCount":1992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
