Nvidia to partner with SoftBank to build Japan's largest AI Factory
$NVIDIA Corp(NVDA)$ just announced a major partnership with SoftBank to bring sovereign AI To JAPAN!! Building Japan's Largest AI Factory, more importantly, using Nvidias Live 5g AI-RAN. Also,
Nvidia is creating a marketplace for New AI Applications!!
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$NVIDIA Corp(NVDA)$ has reportedly picked SoftBank as its first customer to build an AI supercomputer with new Blackwell chips - Bloomberg
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$NVIDIA Corp(NVDA)$ Earnings Preview: Will Data Centers Continue to Fuel Growth?
NVIDIA’s Data Center segment has been the primary driver of its impressive financial performance, accounting for over 87% of its Q2 FY2025 revenue.
It’s undeniable—#NVIDIA has become synonymous with the #AIboom. With its H100 chips in high demand across cloud and enterprise sectors, the company is at the forefront of powering AI infrastructure globally.
However, broader macroeconomic factors, such as high interest rates and tighter IT budgets, could challenge the company’s ability to maintain this momentum. Investors are eager to see if data center revenue remains robust or shows signs of slowing.
Investors should focus on: Data Center revenue growth, which was $26.27 billion in Q2. Projections for Q3 range between $27.5 billion and $28 billion.
The potential impact of economic conditions on enterprise spending for cloud infrastructure and AI.
CEO Jensen Huang’s commentary on the demand outlook for AI and any updates on supply chain management.
NVIDIA’s reliance on the Data Center segment makes this earnings report pivotal. If growth slows, it could present a challenge to the company’s lofty valuation and investor confidence in its AI leadership.
Key Stats:
Expected Data Center Revenue: $27.5 billion to $28 billion (Q3 FY2025 projection).
Macroeconomic Factors: Impact of rising interest rates and corporate IT budget cuts.
CEO Commentary: AI demand outlook and supply chain updates.
$NVDA: Above 148, potential run to 154-158 by Nov 20 earnings. Best play: 150C if above 148.
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What’s your plan for $NVDA earnings? Are you gonna reduce some positions tomorrow before the earnings?
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