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Lieutenant Price 7 januari 2025 17:06

0

Trump to announce $20 billion investment to build new data centers - CNBC

Oh, en nog gefeliciteerd natuurlijk @Ivy85, helemaal vergeten! :-)

Japaho 7 januari 2025 18:40

0

De magie van Nvidia is nog lang niet over... Aurora Innovation Corp. maakt bekend dat ze een "partnership" aangaan met Nvidia, en prompt schiet hun aandeel 35% omhoog.

Candelll 8 januari 2025 06:53

0

Voor mij moet deze nu nog 10$ dalen om terug in te stappen

De Kleine Belegger 8 januari 2025 07:21

0

Nvidia started using Apple math :')
Tbf. Het is nog wachten op de benchmarks

Bijlage:

Dividend Collector 8 januari 2025 08:25

0

quote:
Japaho schreef op 7 januari 2025 16:35:
[...]

Gefeliciteerd, maar het was van korte duur. Volatiliteit viert weer hoogtij op de Nasdaq. De winnaars van gisteren zijn verliezers van vandaag. hou het maar op winstnemingen, de markt is nog steeds bullish dus geen paniek.

Heeft vooral ook te maken met de stijging van de 10-jaars rente, nu op 4,7%. Houd die in de gaten want daar krijgen beurzen last van.

nine_inch_nerd 8 januari 2025 09:54

2

Reminder: US beurzen dicht morgen! Jimmy Carter.

Brouwer 8 januari 2025 13:24

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quote:
Candelll schreef op 8 januari 2025 06:53:
Voor mij moet deze nu nog 10$ dalen om terug in te stappen

Ik vermoed dat je kans snel kan komen met de sell off van vandaag.

Hopper58 8 januari 2025 16:26

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Nvidia sees Blackwell outperforming prior guidance, says Citi

TheFly
Jan 08, 2025, 02:26 PM

Citi says that during its 2025 CES special address, Nvidia (NVDA) further laid out its hybrid artificial intelligence platform, which will use the company’s graphics processing units in the cloud to run the largest language models. The firm maintains a Buy rating on the shares with a $175 price target after meeting with management at CES. Management expects Blackwell will likely outperform the prior guidance of a couple of billions of dollars, the analyst tells investors in a research note. Citi says Nvidia also confirmed Hopper and Blackwell combined will grow in the January quarter and believes the growth is sustainable. Management mentioned four major trends, including the company benefiting from what is likely the tail-end of the $2 trillion traditional compute market as it believes most workloads will eventually be accelerated, the firm notes. It points out Nvidia believes quantum computing is good at small data problems such as cryptography, and not necessarily large data problems AI is currently addressing. Management believes quantum computing will start to be truly helpful in 15-30 years, Citi adds.

www.tipranks.com/news/the-fly/nvidia-...

Lieutenant Price 8 januari 2025 23:32

5

Biden to Further Limit Nvidia AI Chip Exports in Final Push

"(Bloomberg) -- President Joe Biden’s administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. just days before leaving office, a final push in his effort to keep advanced technologies out of the hands of China and Russia.

The US wants to curb the sale of AI chips used in data centers on both a country and company basis, with the goal of concentrating AI development in friendly nations and getting businesses around the world to align with American standards, according to people familiar with the matter.

The result would be an expansion of semiconductor caps to most of the world — an attempt to control the spread of AI technology at a time of soaring demand. The regulations, which could be issued as soon as Friday, would create three tiers of chip trade restrictions, said the people, who asked not to be identified because the discussions are private.

At the top level, a small number of US allies would maintain essentially unmitigated access to American chips. A group of adversaries, meanwhile, would be effectively blocked from importing the semiconductors. And the vast majority of the world would face limits on the total computing power that can go to one country.

Countries in the last group would be able to bypass their national limits — and get their own, significantly higher caps — by agreeing to a set of US government security requirements and human rights standards, one of the people said. That type of designation — called a validated end user, or VEU — aims to create a set of trusted entities that develop and deploy AI in secure environments around the world.

Shares of Nvidia, the leading maker of AI chips, dipped more than 1% in late trading after Bloomberg reported on the plan. They had been up 4.3% this year through the close, following stratospheric gains in 2023 and 2024 that turned the company into the world’s most valuable chipmaker.

Nvidia objected to the proposal in a statement. “A last-minute rule restricting exports to most of the world would be a major shift in policy that would not reduce the risk of misuse but would threaten economic growth and US leadership,” Nvidia said.

Every data center and business is already incorporating AI through what the company calls accelerating computing, Nvidia said. “The worldwide interest in accelerated computing for everyday applications is a tremendous opportunity for the US to cultivate, promoting the economy and adding US jobs,” the chipmaker said

The measures build on years of curbs that already limited the ability of American chipmakers like Nvidia and Advanced Micro Devices Inc. to sell advanced processors in China and Russia. The US also has sought to prevent adversary nations from accessing cutting-edge US technology through intermediaries in places like the Middle East and Southeast Asia. Data centers are strategically crucial because companies use them to develop and run AI models, sometimes across national borders.

A representative of the White House’s National Security Council declined to comment. The Commerce Department’s Bureau of Industry and Security, which is in charge of chip export controls, didn’t immediately respond to a request for comment."

finance.yahoo.com/news/biden-further-...

NVIDIA Corporation (NVDA) 138.60 -1.51 (-1.08%) After hours: 5:31:59 PM EST

Hopper58 9 januari 2025 08:35

0

Nvidia Is Poised to Conquer Personal Computing Next. Chip Makers Should Be Nervous.
By
Tae Kim

Published: Jan. 8, 2025 at 6:55?p.m. ET

Nvidia Inside. Hi everyone. It was a volatile week for Nvidia shareholders.

Going into CES, the annual tech trade show, some analysts on Wall Street raised expectations that CEO Jensen Huang would unveil new details about Nvidia’s next-generation of AI data center processors during his Monday evening keynote address. The speculation sparked a rally in Nvidia shares heading into the event. When no new details emerged Monday night, the stock fell 6% on Tuesday.

I found the rumors silly to begin with. Nvidia traditionally reveals information on its data center products during its annual GTC developer conference in March. Somehow Wall Street also seemed to forget that CES originally stood for the CONSUMER Electronics Show.

To that effect, Huang did announce Nvidia’s new line of RTX 50 Series gaming graphics cards based on the company’s Blackwell chip architecture. They looked impressive, especially the latest version of Nvidia’s DLSS, or Deep Learning Super Sampling, an AI graphics rendering technology, which runs on the new cards and boosts frame rates for gamers. The executive also announced Project Digits, which is effectively a desktop computer that includes a new GB10 Grace Blackwell Superchip with an Nvidia-designed Arm-based CPU and GPU that can deliver up to one petaflop of AI performance.

Digits, the first desktop computer made by Nvidia in its history, will be available in May, starting at $3,000. “Placing an AI supercomputer on the desks of every data scientist, AI researcher, and student empowers them to engage and shape the age of AI,” Huang said.

At first blush, given the expensive price point, the computer seems like a niche-oriented product for high-end engineers that won’t sell in volume.

Nvidia, meanwhile, isn’t ready yet to embrace the desktop moniker. “Project Digits is an AI appliance that runs Linux and is intended for developers,” a spokesperson told me.

But this is a small computing appliance that sits on a desk. It’s fair to call it a desktop computer.

Ultimately, I think Digits will turn out to be the most consequential announcement at this year’s CES. The computer uses a scaled-down version of Nvidia’s Grace AI server CPU technology. It’s packaged in a Mac Mini-sized form factor with the help of Taiwan-based MediaTek, which Huang commended for its expertise in building low-power chips. MediaTek is Qualcomm’s biggest rival for making mobile processors for smartphones.

www.marketwatch.com/articles/nvidia-c...

Hopper58 9 januari 2025 09:42

0

Nvidia’s Strategic Advancements in AI and Automotive Sectors Drive Buy Rating
Carrie Williams

Jan 09, 2025, 08:35 AM

Analyst Yik Ban Chong from Phillip Securities maintained a Buy rating on Nvidia (NVDA – Research Report) and keeping the price target at $160.00.

Yik Ban Chong has given his Buy rating due to a combination of factors that highlight Nvidia’s strategic advancements and growth potential in the AI and automotive sectors. Nvidia’s recent unveiling of the NVIDIA DRIVE Thor at CES2025, which is a high-performance AI chip for autonomous vehicles, marks a significant technological advancement. This chip is expected to drive growth in Nvidia’s automotive segment, with revenue projected to increase nearly fivefold from FY24 to FY26, partly due to partnerships like the one announced with Toyota to incorporate Nvidia’s systems-on-a-chip technology into future vehicles.
Furthermore, Nvidia’s release of the GeForce RTX 50 series graphics cards, powered by the Blackwell architecture, showcases their continued innovation in the consumer electronics space. Despite expectations that these new products won’t have a material impact on the gaming segment immediately, the technological enhancements such as improved performance and battery life position Nvidia well for future growth. Additionally, the introduction of other AI products and platforms, like the Cosmos platform for developing physical AI systems, further cements Nvidia’s position as a leader in AI technologies. These developments contribute to a positive outlook for Nvidia, supporting the Buy recommendation.

In another report released yesterday, Bernstein also assigned a Buy rating to the stock with a $175.00 price target.

www.tipranks.com/news/blurbs/nvidias-...

nine_inch_nerd 9 januari 2025 12:18

2

Dutch government in talks with Nvidia for AI facility in the Netherlands
seekingalpha.com/news/4393677-dutch-g...

In het kader van Minister Beljaars bezoek in de US.

Minister Beljaarts van Economische Zaken brengt van 8 tot en met 9 januari een bezoek aan Silicon Valley in de Verenigde Staten.

Dus ook bij Nvidia

voda 9 januari 2025 18:27

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Nvidia-topman deelt klap uit aan explosief in waarde gestegen quantumcomputerbedrijven: ‘Lastig torenhoge waarderingen waar te maken’
Johan Wiering

Aangepast: 35 min geleden 42 min geleden in Financieel

Door de opmerking van Nvidia-ceo Jensen Huang dat het meer dan vijftien jaar gaat duren voordat quantumcomputers hun nut gaan bewijzen, gingen de producenten woensdag hard onderuit op Wall Street. Beursexperts zien dit na de koersexplosie in de afgelopen maanden niet als een mooie gelegenheid om alsnog in te stappen. Zij wijzen eveneens op het vooralsnog ontbreken van commerciële toepassingen. „Het wordt heel lastig de torenhoge waarderingen op eigen kracht waar te maken.”

Quantumcomputers kunnen extreem complexe berekeningen in een fractie van de tijd uitvoeren die gewone computers hiervoor nodig hebben. Zij gaan naar verwachting onder meer zorgen voor een snellere ontwikkeling van medicijnen en helpen bij wetenschappelijke doorbraken, zoals het simuleren van ingewikkelde natuurkundige processen.

Voor meer, zie link:

www.telegraaf.nl/financieel/158081744...

Vliehend gert 9 januari 2025 18:54

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Nvidia Executive Sold $5.5 Million of Stock. What to Know. -- Barrons.com

By Adam Clark

An Nvidia executive has sold $5.5 million worth of shares, in the first stock sale by an insider in 2025.

Ajay K. Puri, Nvidia´s executive vice president of worldwide field operations, sold shares on Monday and Tuesday in several transactions at average prices ranging from $150.41 to $152.50 each.

The sales were conducted under a so-called Rule 10b5-1 trading plan. Company insiders adopt such plans to remove the appearance of any bias they may have from the knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as volume, price, and timing are met.

Puri adopted on Sept. 30 a plan to sell as many as 204,890 shares through Dec. 30, 2025.

The shares sold had been held through a trust that Puri controls that now owns 3.90 million Nvidia shares, according to a form he filed with the Securities and Exchange Commission. Puri also owns 859,558 Nvidia shares in a personal account, and 46,360 shares through children´s trusts.

Nvidia shares closed at $140.11 on Wednesday. U.S. stock markets are closed on Thursday for a day of mourning for former President Jimmy Carter.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron´s, which is operated by Dow Jones & Co. Barron´s is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

January 09, 2025 09:54 ET (14:54 GMT)

Hopper58 10 januari 2025 07:54

0

quote:
Vliehend gert schreef op 9 januari 2025 18:54:
Nvidia Executive Sold $5.5 Million of Stock. What to Know. -- Barrons.com

By Adam Clark

An Nvidia executive has sold $5.5 million worth of shares, in the first stock sale by an insider in 2025.

Ajay K. Puri, Nvidia´s executive vice president of worldwide field operations, sold shares on Monday and Tuesday in several transactions at average prices ranging from $150.41 to $152.50 each.

The sales were conducted under a so-called Rule 10b5-1 trading plan. Company insiders adopt such plans to remove the appearance of any bias they may have from the knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as volume, price, and timing are met.

Puri adopted on Sept. 30 a plan to sell as many as 204,890 shares through Dec. 30, 2025.

The shares sold had been held through a trust that Puri controls that now owns 3.90 million Nvidia shares, according to a form he filed with the Securities and Exchange Commission. Puri also owns 859,558 Nvidia shares in a personal account, and 46,360 shares through children´s trusts.

Nvidia shares closed at $140.11 on Wednesday. U.S. stock markets are closed on Thursday for a day of mourning for former President Jimmy Carter.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron´s, which is operated by Dow Jones & Co. Barron´s is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

January 09, 2025 09:54 ET (14:54 GMT)

De arme man zijn huis is waarschijnlijk afgebrand.

Hopper58 10 januari 2025 08:10

0

UBS AG
NVIDIA Buy
09.01.25

ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat die Einstufung für Nvidia nach aktuellen Daten zu den Exporten Taiwans auf "Buy" mit einem Kursziel von 185 US-Dollar belassen. Im Dezember habe es nach einem schwachen November eine Erholung gegeben, schrieb Analyst Timothy Arcuri in einer am Donnerstag vorliegenden Studie. Allerdings habe sich die Dynamik Taiwans im Vergleich mit Nvidia zuletzt entkoppelt, schränkte er die Bedeutung der Zahlen für den US-Chipgiganten ein./tih/he

Veröffentlichung der Original-Studie: 09.01.2025 / 17:42 / GMT

Erstmalige Weitergabe der Original-Studie: 09.01.2025 / 17:42 / GMT

Hopper58 10 januari 2025 08:24

0

Morgan Stanley:

Nvidia

Any discussion of AI and the name Nvidia naturally pops up. The Jensen Huang-led semi firm has taken the AI opportunity by the horns and has become synonymous with the tech. So much so, that for a period last year it became the world’s most valuable company, a title that in recent years has only been shared between tech behemoths Apple and Microsoft.

Nvidia got its start focusing on the gaming industry, as the maker of GPUs tailored for the sector. That was the main breadwinner for many years before the company started branching out in other directions, in the process pivoting heavily toward the data center segment. Now it accounts for the majority of revenues, and its success is built on the simple fact Nvidia makes the best AI chips on the market. In fact, it dominates the segment to such an extent, that it commands more than an 80% share of the AI chip industry.

The growth has been evident in a series of estimate-trouncing quarterly results that at first shook Wall Street but have now become almost par for the course. In the most recent readout, for the October quarter (FQ3), the semi giant notched impressive year-over-year revenue growth of 93.6%, setting a new record at $35.08 billion, and beating analyst expectations by $1.95 billion. As has become customary, its data center segment led the charge with $30.8 billion in revenue, amounting to a 112% increase vs. the previous year. Meanwhile, adj. EPS came in at $0.81, topping the consensus estimate by $0.06. Looking ahead to the January quarter (FQ4), the company is forecasting revenue of $37.5 billion, with a 2% margin of error, outpacing Wall Street’s projection of $37.1 billion.

More recently, this week Nvidia presented its latest developments at the CES tech show, providing updates on its GPU lineup and other product introductions.

Morgan Stanley analyst Moore was there to get the lowdown and thinks some investor patience will be rewarded later in the year.

“What ultimately makes or breaks the investment thesis at this stage is still the trajectory of the datacenter business, where management is clearly still excited about the Blackwell ramp but nothing we have not heard coming into the event,” the 5-star analyst said. “It’s our sense that Hopper is a little slow but Blackwell supply is ahead of expectations overall, so while we have a couple of transitional quarters (similar to the last two, good but unspectacular), we would stay the course – we see a very strong 2h25 as Blackwell becomes the driving force for revenue growth and NVDA takes share from ASICS in CY25.”

These comments underpin Moore’s Overweight (i.e., Buy) rating on NVDA, while his $166 price target factors in a 12-month gain of 18.5%. (To watch Moore’s track record, click here)

There’s widespread agreement regarding NVDA on Wall Street. The stock claims a Strong Buy consensus rating, based on a mix of 37 Buy recommendations and just 3 Holds. The average target is more bullish than Moore will permit; at $178.16, the figure makes room for one-year returns of 27%.

www.tipranks.com/news/nvidia-or-micro...

Hopper58 10 januari 2025 08:28

0

Nvidia Slams Biden's Country-Specific Chip Rules: 'Legacy That Will Be Criticized'
by Pooja Rajkumari Benzinga Editor

Nvidia Corp. has expressed strong disapproval of the Biden administration’s anticipated chip export restrictions. The proposed regulations aim to limit the global sale of U.S. artificial intelligence chips.
What Happened: The new rules, expected to be announced as soon as Friday, are designed to curb chip exports to most nations, with a focus on preventing advanced technology from reaching China and Russia. Ned Finkle, Nvidia's vice president of government affairs, criticized the policy, arguing it would not bolster national security but instead push the world towards alternative technologies, Bloomberg reported on Wednesday.
Finkle contended that the policy, which includes a “country cap,” would affect mainstream computers globally. He highlighted that the technology in question is already common in gaming PCs and everyday data-center computers, questioning the logic behind the restrictions.
The proposed regulations would create three tiers of chip curbs, allowing some U.S. allies full access to American chips. However, most countries would face new limitations, including caps on computing power.
"This last-minute Biden administration policy would be a legacy that will be criticized by U.S. industry and the global community," Finkle said.

archive.is/y2kLt#selection-2051.0-255...

Hopper58 10 januari 2025 08:34

0

Hyundai Motor announces strategic partnership with Nvidia
TheFly

Jan 09, 2025, 06:20 PM

Hyundai Motor (HYMTF) announced a strategic partnership with Nvidia (NVDA) to accelerate the development of advanced AI technologies to drive the future of mobility. “As part of the agreement, Hyundai Motor Group will harness Nvidia accelerated computing and AI Enterprise software to help manage the massive amounts of data required to safely develop and train its AI models for various applications. The Group will also utilize the Nvidia Omniverse platform to develop physical AI and digital twin applications to simulate its factories, helping improve manufacturing efficiencies and quality, and streamline costs. In addition, the Group will use the Nvidia Isaac robot development platform to develop and safely deploy AI robots. Both parties will also work closely to create virtual simulation environments for safe and reliable autonomous driving technology and robotics systems… Starting with these initiatives, the partnership aims to drive the development of groundbreaking innovations going forward, with more to be announced at a later date,” the companies stated.

www.tipranks.com/news/the-fly/hyundai...

Hopper58 10 januari 2025 10:19

1

Goldman Sachs analyst Toshiya Hari downgraded AMD (NASDAQ: AMD) from Buy to Neutral with a price target of $129.00 (from $175.00).

Vertraagd	31 jan 2025 22:00
Koers	120,070
Verschil	-4,580 (-3,67%)
Hoog	127,850
Laag	119,190
Volume	390.372.899
Volume gemiddeld	235.695.156
Volume gisteren	234.657.635

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