NVIDIA (NasdaqGS:NVDA) Powers Intelligent AI Agents With ServiceNow & Ouster Collaboration
The recent collaboration between NVIDIA and ServiceNow to develop the Apriel Nemotron 15B AI model highlights NVIDIA's deepening alliances in AI and data processing. As NVIDIA shares climbed 20% last month, these strategic initiatives may have aligned well with growing investor confidence in AI-driven growth, despite mixed market signals. Concurrently, the launch of the GeForce RTX 5060 series and partnerships like those with Ouster's AI-powered traffic solutions could have further fueled NVIDIA's momentum. These developments likely supported investor sentiment amidst broader market uncertainties around interest rates and international trade discussions.
Be aware that NVIDIA is showing 2 possible red flags in our investment analysis and 1 of those can't be ignored.
NasdaqGS:NVDA Revenue & Expenses Breakdown as at May 2025
The end of cancer? These 23 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
The collaboration between NVIDIA and ServiceNow could strengthen NVIDIA's position in artificial intelligence, complementing its existing partnerships with Toyota and Uber. Such alliances might enhance NVIDIA's reach in automotive AI, contributing to diversified revenue growth. Over the past five years, NVIDIA's total shareholder return soared to a very large percentage, a testament to its strong performance, significantly outpacing the broader US market's and Semiconductor industry's one-year returns. This growth trajectory aligns with NVIDIA's strategic focus on expanding its data center and AI capabilities.
Despite facing regulatory challenges and manufacturing complexities, NVIDIA's emphasis on AI model scaling could influence revenue and earnings positively. Analysts forecast revenue to increase significantly, with anticipated earnings reaching $158.2 billion by 2028. The recent 20% increase in NVIDIA's share price, alongside the longer-term performance, underscores investor confidence in AI-driven initiatives. However, the share price remains 33.6% below the consensus analyst price target of US$164.29, indicating potential for further growth. As NVIDIA continues to innovate and expand, these developments could prove pivotal in shaping its future financial performance.
Upon reviewing our latest valuation report, NVIDIA's share price might be too pessimistic.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
TechCrunch
11 minutes ago
- TechCrunch
AMD takes aim at Nvidia's AI hardware dominance with Brium acquisition
AMD's latest acquisition could help reduce Nvidia's market dominance when it comes to AI hardware. Semiconductor giant AMD on Wednesday announced it acquired AI software optimization startup Brium. Terms of the deal were not disclosed. Brium is a startup that appears to be in stealth mode. The startup builds machine learning applications to enable AI inference, the process a trained AI model uses to draw conclusions from new data, across a variety of different hardware options, according to a blog post on Brium's bare-bones website. Cutting through that jargon a bit, Brium can help retrofit AI software to work with different AI hardware than it might have been designed for originally. In a press release, AMD said its acquisition of Brium will help its commitment to 'building a high-performance, open AI software ecosystem that empowers developers and drives innovation.' While AMD is saying that this acquisition helps create a more open AI ecosystem, which isn't wrong, it seems clear that it's also meant to help AMD overcome one of its biggest roadblocks: a large percentage of AI software is being designed for Nvidia hardware and chips. Brium's sole blog post, which came out in November 2024, talked about the industry's reliance on Nvidia and called out AMD specifically. Techcrunch event Save now through June 4 for TechCrunch Sessions: AI Save $300 on your ticket to TC Sessions: AI—and get 50% off a second. Hear from leaders at OpenAI, Anthropic, Khosla Ventures, and more during a full day of expert insights, hands-on workshops, and high-impact networking. These low-rate deals disappear when the doors open on June 5. Exhibit at TechCrunch Sessions: AI Secure your spot at TC Sessions: AI and show 1,200+ decision-makers what you've built — without the big spend. Available through May 9 or while tables last. Berkeley, CA | REGISTER NOW 'In recent years, the hardware industry has made strides towards providing viable alternatives to Nvidia hardware for server-side inference,' the blog post reads. 'Solutions such as AMD's Instinct GPUs offer strong performance characteristics, but it remains a challenge to harness that performance in practice as workloads are typically tuned extensively with Nvidia GPUs in mind. At Brium, we intend to enable efficient [model] inference across a range of hardware architectures.' This is AMD's fourth strategic acquisition in the past two years toward the company's goal of fostering an open-source AI ecosystem, according to the press release. The company previously acquired Silo AI (in July 2024), (October 2023), and Mipsology (August 2023). TechCrunch has reached out to AMD for more information.
Yahoo
12 minutes ago
- Yahoo
Telix Pharmaceuticals (ASX:TLX) Gains Portugal Approval for Illuccix in Prostate Cancer Detection
Telix Pharmaceuticals recently gained marketing authorization for its prostate cancer imaging agent, Illuccix®, in Portugal. This development enhances diagnostic options in a country where prostate cancer is prevalently diagnosed. Last week, the company's share price rose by 3%, a move that aligns with its recent regulatory success. Although the broader market remained steady over the same period, Telix's approval could provide additional support to its stock performance. The growth in Telix's share price complements the longer-term market trend, with broader market earnings expected to grow annually, positioning the company favorably. We've discovered 1 risk for Telix Pharmaceuticals that you should be aware of before investing here. We've found 20 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Over the past five years, Telix Pharmaceuticals has delivered a tremendous total shareholder return of 1863.90%. In the past year, Telix's performance surpassed the Australian Biotechs industry, which saw a 10.2% decline, highlighting the company's robust and resilient market position. The recent marketing authorization for Illuccix® in Portugal is expected to bolster revenue streams, complementing the company's efforts to expand its presence across international markets. These developments align with revenue forecasts expecting annual growth of 19.5%, outpacing the broader Australian market's expected growth of 5.6% annually. Telix's earnings forecasts also suggest promising growth, projected to rise significantly at 33.2% per year, compared to the market's 11.7%. This is supported by the company's strategic approvals and existing product portfolio, contributing to upward earnings revisions. The current share price movement, slightly below the consensus analysts' price target of A$32.05, suggests that there may be potential for further share price appreciation as the company continues to execute its growth strategy. The recent developments reinforce investor confidence in Telix's ability to sustain its growth trajectory in a competitive industry landscape. Gain insights into Telix Pharmaceuticals' past trends and performance with our report on the company's historical track record. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ASX:TLX. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Forbes
24 minutes ago
- Forbes
It's All Going On: Business And Society In The Next Few Years
To say that there's a lot going on in AI is something of an understatement. Many people less connected to the industry are ignoring its potential at their peril. The technology is due to upend almost everything we know about the supremacy of human capabilities. I'm still sort of pondering a lot of what came out of a recent long essay post on Less Wrong that I started covering last week. The author, who we will call by their handle, L Rudolph L, or simply, for the purposes of this, 'L', brings forth an amazing trove of insights into what life might look like from 2025 through, say, 2029, and as I've said before, these are not vague ambiguous predictions. So let's go through more of how this poster envisions the next part of the AI age playing out. There's a good bit in here about business outcomes. For example: as contenders go for the consumer market, what is OpenAI's moat? L answers this by saying that the company will be 'especially vulnerable, since they rely heavily on consumers, and are also increasingly a product company that competes with products built on their API.' The author's take on the company's likely strategy goes like this: 'Their strategy (internally and to investors, though not publicly) is to be the first to achieve something like a drop-in agentic AI worker and use that to convert their tech lead over open source into >10% of world GDP in revenues. They've raised tens of billions and make billions in revenue from their products anyway, so they can bankroll these efforts just fine.' Meanwhile, the author calls Anthropic a 'jewel of model quality' and a 'Mecca of technical talent', in some great alliteration, while suggesting that XAI and DeepSeek will be the open source leaders. As for winners and losers, here's the take: 'Investors want to see 'real AGI', not just post-scarcity in software. Google DeepMind's maths stuff and xAI's engineering stuff are cool; OpenAI and LLMs are not. Amazon's AWS & physical store is cool, Google Search and Facebook are not.' There's another side point where L talks about 'selling shovel,' or, presumably, the role of infrastructure, and points to Nvidia's success as ongoing in some way, shape or form. We've seen Nvidia stock slump over the last few weeks, but the jury is still out on what that company will look like a couple of years from now. Noting that the progress of AI professionalism might be slowed by human bureaucracy, L Rudolph L nevertheless predicts that AI will learn to perform the role of a physician, and an attorney. Eventually, the human in the loop that the author posits will be mainly relegated to tedious small tasks and data entry, as well as anything that's too sensitive for AI to handle upfront, for instance, certain kinds of verification and authorization tasks. Consider, if you will, the prophetic visions of call centers: 'A surprisingly retro success is call centers of humans who are ready to jump in and put an AI agent back on task, or where AI agents can offload work chunks that are heavy on trust/authentication (like confirming a transaction) or on button-clicking UI complexity (like lots of poor legacy software), to human crowdworkers who click the buttons for them, while the AI does the knowledge/intelligence-intensive parts of the job on its own.' On a sidenote, L also imagines the Nobel prize might be contested between a human and an AI. I liked this part (italics mine): 'Credit for the Nobel Prize is the subject of much discussion, but eventually (in 2030) ends up split between Demis Hassabis, one of the physicists who was most involved, and the most important AI system. Everyone has Opinions.' Theorizing that the Communist Chinese Party unveiled its 15th five year plan in 2026, L also talks about the rivalry between the two major empires – the middle kingdom in Asia, and America in the west. The author also notes that companies like Huawei may be close on Nvidia's heels. The American industry and government, L notes, will be likely focusing on strategies to contain China and prevent it from getting key technologies to dominate the global market and pursue espionage goals. 'There's increasing demand for really air-tight software from a US defense establishment that is obsessed with cyber advantage over especially China, but also Russia, Iran, and North Korea,' L writes. There's even a part where L suggests that human populations will decline because people will be choosing to spend time with their robotic companions instead of other flesh and blood humans, whereby the old manual system of procreation may take a backseat. Besides a trend toward human-AI romances, L also goes into some of how the rank and file may react to these changes. The author talks about 'ChatGPTese' as the noticeable product of the LLM to human audiences. Here's the take on what's likely to happen with AI fakers calling humans on the phone or whatever interface is predominant: 'AI scam calls with deepfaked audio and video start being a nuisance by mid 2025 but are mostly reined in by a series of security measures pushed by platforms (and by regulation in the EU), people creating new trust protocols with each other ('what's our secret passphrase?'), increased ID verification features, and growing social distrust towards any evidence that's only digital.' Basically, L predicts, we will learn to live with normalized AI and what that looks like, as a world with intense automation emerges. Most of us know this intuitively, are preparing for it now. But I would think that for most people, it's extremely hard to envision just how this will work. In any case, do yourself a favor, read the entire essay, and think about all of these predictions as a whole, to try to read the tea leaves on the rest of the 21st century.
