Investing.com reported that Bank of America analysts will report that NVIDIA will report on a decline in gross profit margins in the first quarter of 2025 due to China’s restrictions and the transition to Blackwell products.
According to the report, NVIDIA is hoped to reassure investors about the execution of the Blackwell GPU from 2025 to 2026. This may indicate the low emotions of investors. Data center sales forecasts may exceed 60 % year -on -year.
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What Bank of America said
BOFA analyst emphasized that NVIDIA’s powerful performance is being promoted by derivative model training, upgrading infrastructure, artificial information (AGI), and an increase in AI infusion requirements. According to their memo, the mix between drivers can change over time, but the overall performance of the company is positive. The memo has an example of the sales of the NVIDIA processor and the data center from CY18-24, and one sector growth did not hinder the progress of one sector.
Deepseek’s concern has been alleviated
This memo can calm investors after DeepSeek’s open source AI models are connected to turbulence in the market.
On January 27, NVIDIA recorded the largest market value in the US stock market, losing $ 600 billion, according to CNBC. After Deepseek’s latest AI model debuted, Semiconductor Company shares have fallen.
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Quantum Computing NVIDIA CEO
In January, NVIDIA CEO Jensen Huang predicted that practical quantum computing was 15-30 years ahead. This was satisfied with the skepticism of the methead mark sackerberg. Microsoft’s founder Bill Gates states that a logical quantum computing cubits may be developed in 3-5 years, but the process may be longer, and his own views on this problem. Is added.
FAQ:
When will NVIDIA clarify the fourth quarter revenue?
Technology giants will clarify the data around 1:20 pm on February 26.
Does tension with China affect the growth of NVIDIA?
The United States Bank hopes that the negative effects from China will contribute to strong demand from the Western market.
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