Latest news with #DGXSpark
Yahoo
20-05-2025
- Business
- Yahoo
NVIDIA (NasdaqGS:NVDA) Unveils Cutting-Edge AI Solutions And Expands Global Partnerships In 2025
NVIDIA recently announced the launch of several cutting-edge AI products and strategic partnerships aimed at advancing its leadership in AI technology, including the DGX Spark systems, NVLink Fusion, and collaborations with companies like Acer and Foxconn. Over the last month, NVIDIA's stock price increased by 34%, reflecting its aggressive push into AI solutions amid a broader tech rally. This price movement aligns with a general upswing in the tech sector, despite the slight market pullback seen in recent days. NVIDIA's substantial focus on AI innovation may have positively contributed to its share performance. Be aware that NVIDIA is showing 2 warning signs in our investment analysis and 1 of those shouldn't be ignored. These 16 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. NVIDIA's recent expansion in AI technology through new products and partnerships with companies like Acer and Foxconn could significantly enhance its market position in the AI sector. This aligns well with NVIDIA's broader strategic focus on AI model scaling and data center growth, potentially leading to increased revenue streams from these partnerships. The expansion into sectors like autonomous vehicles with Toyota and Uber is likely to boost future revenues, given the automotive sector's rapid adoption of AI. Coupled with NVIDIA's launch of innovative GPU products, these moves support forecasts of continued revenue and earnings growth. Over the past five years, NVIDIA's total shareholder returns have been exceptionally high, reporting a growth of very high percentage, reflecting long-term shareholder value creation. In the past year alone, NVIDIA's performance exceeded the US semiconductor industry, which returned 19.7%, underscoring its strong relative industry positioning. NVIDIA's current share price of US$113.54 reflects a 34% increase recently, yet it remains approximately 30.4% below the consensus analyst price target of US$163.12. This indicates analysts anticipate further upside, contingent on the company's ability to meet substantial earnings and revenue expectations. Analysts foresee NVIDIA's earnings reaching US$158.20 billion by 2028, with potential expansion in profit margins dependent on the efficacy of scaling operations and overcoming regulatory hurdles. The focus on enhancing Blackwell architecture and AI capabilities suggests robust future growth prospects, contributing to these optimistic forecasts. Take a closer look at NVIDIA's potential here in our financial health report. 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 NasdaqGS:NVDA. 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@ Sign in to access your portfolio
Yahoo
20-05-2025
- Business
- Yahoo
Bernstein Maintains Buy Rating on Nvidia as ‘Jensanity' Hits Taiwan
On Monday, NVIDIA Corporation's (NASDAQ:NVDA) CEO Jensen Huang announced a significant shift in the company's data center strategy at the 2025 Computex Technology Exhibition. Huang was met with widespread enthusiasm in Taiwan surrounding his visit, a sight often described as "Jensanity." Bernstein analyst Stacy Rasgon maintained a positive view on the announcements made by Huang, reiterating his Buy rating and $185 price target for NVIDIA (NASDAQ:NVDA) stock. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. Stacy Rasgon highlighted the company's NVLink Fusion announcement as particularly beneficial. However, the absence of major players like Intel, AMD, and Broadcom suggests that NVIDIA Corporation (NASDAQ:NVDA) might be looking to boost second-tier ASIC players. Rasgon also said that although NVIDIA is letting others use its tech, it might be a move to capture some business from hyperscalers who would develop their own ASICs regardless. He pointed out that initial partners like Marvell and MediaTek are second-tier players seeking to gain market share, and enabling them could benefit NVIDIA. The analyst also addressed the removal of diffusion rules and considered it a near-term positive, as it eliminates a potential headwind for NVIDIA's earnings report on May 28. While there are discussion about replacing these rules with individually negotiated bilateral agreements, particularly following announcements in the Middle East last week, the immediate removal alleviates concerns about constraints on NVIDIA's sales to most of the world. Rasgon also anticipates continued innovation and expansion into new markets beyond its core offerings, which include a push into networking and potentially PCs, referencing the DGX Spark workstation. While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Hindustan Times
20-05-2025
- Business
- Hindustan Times
MediaTek unveils AI-driven roadmap at Computex 2025: 2nm chips, Nvidia deal
At Computex 2025, MediaTek CEO Rick Tsai outlined the company's ambitious plans to advance artificial intelligence (AI) technologies across various sectors. The announcements included the development of a 2-nanometer (2nm) chip, enhancements in AI model integration, and a strategic partnership with NVIDIA to deliver cutting-edge AI computing solutions. MediaTek announced plans to tape out its first 2nm chip at Taiwan Semiconductor Manufacturing Company (TSMC) in September 2025. This development signifies a leap in chip design, aiming to enhance performance and energy efficiency for next-generation devices. The 2nm process is expected to support applications ranging from smartphones to emerging 6G networks. Mobile Finder: Samsung Galaxy S25 Edge launched in India The company is intensifying its focus on AI by integrating over 540 AI models into edge devices, with more than 240 optimized for mobile platforms. These models are designed to enhance functionalities such as real-time language processing and advanced image recognition. MediaTek's GenAI technology is also being utilized to enrich user experiences in areas like smartphone photography . A highlight of the keynote was MediaTek's collaboration with NVIDIA on the DGX Spark, a personal AI supercomputer. This system is powered by the NVIDIA GB10 Grace Blackwell Superchip, co-developed by MediaTek and NVIDIA. The DGX Spark is designed to provide developers and researchers with high-performance AI computing capabilities in a desktop form factor, facilitating tasks such as prototyping and fine-tuning AI models .
Yahoo
19-05-2025
- Business
- Yahoo
4 big takeaways from Jensen Huang's homecoming speech in Taiwan
One of tech's biggest celebrities, Jensen Huang, spoke on Monday at a major industry show in Taiwan. Huang said Nvidia is building a new office in northern Taipei. He also introduced a new desktop system and talked about China's DeepSeek R1 model. Taiwan's biggest tech celebrity — clad in his signature black leather jacket — ran onstage in Taipei on Monday morning with a lot to talk about. Jensen Huang's 100-minute keynote at the tech show Computex featured Nvidia's usual assortment of high-tech videos, complete with a cute robot, and praise for semiconductor hub Taiwan. The tech titan also outlined new products and a significant regional expansion. Business Insider was in the audience while Huang spoke — here are the top four takeaways from his speech. Speculation about Nvidia's new office in Taiwan has been brewing since Huang said in January that the company's current building was too small and that it was "looking for real estate." On Monday, Taipei's mayor, Chiang Wan-an, generated buzz when he showed up at Huang's keynote. Huang went on to announce that Nvidia is eying the Beitou Shilin area — home to a science park — in northern Taipei for the tech giant's new Taiwan office, named "Nvidia Constellation." The announcement was met with applause and cheers from the audience. Chiang said in a media interview following Huang's keynote that the city government welcomes Nvidia's move and will provide any necessary assistance. Huang introduced Nvidia's DGX systems, which are designed for users who want heavy-duty AI without dedicating significant storage space to a weighty server system. The physical workstation can be used as a single computer or as a central node for multiple users. "This computer is the most performance you can possibly get out of a wall socket. You could put this in your kitchen. But just barely, if you put this in your kitchen and then somebody runs the microwave, I think that's the limit," he joked. Huang said the cloud-based system — DGX Spark — will be ready in a few weeks. Nvidia is working with companies including Dell and HP on the systems. "I'll let all of our partners price it for themselves, but one thing's for sure: Everybody can have one for Christmas," Huang said. Huang talked software, too. He praised the DeepSeek R1 model, saying that it's "genuinely a gift to the world's AI industry." "The amount of computer science breakthroughs is really quite significant and has really opened up a lot of great research for researchers in the United States and around the world," Huang said. He said DeepSeek R1 — owned by the Chinese hedge fund High-Flyer — has made a "real impact" in how people think about AI and that it has made a "great contribution to the industry and the world." Shares of Nvidia and many of its peers were clobbered in January, as Wall Street grappled with how to price in the new, seemingly cheaper technology. Huang said in February that investors got it wrong because the industry will still need computing power for post-training. Huang announced an Nvidia collaboration with Taiwan Semiconductor Manufacturing Company, Foxconn — the world's largest electronics contract manufacturer — and the Taiwanese government to build an AI supercomputer for the island. Nvidia's joint effort with the Taiwanese government and Taiwan's top tech giants highlights the Santa Clara-based company's close ties to the hub of global chipmaking. Born in Tainan in southern Taiwan before he moved to the US as a child, Huang's meteoric rise to the top of tech royalty has captivated Taiwan and catapulted him to folk hero status. In Taiwan, Huang is surrounded by local media and fans who ask for selfies and autographs. The celebrity factor has also rubbed off on Nvidia, the company he cofounded, at home and abroad. The chipmaker's stock is up nearly 43% in the last year. Read the original article on Business Insider Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Nvidia, Foxconn Unveil Taiwan's 10,000-GPU 'AI Factory' Supercomputer
Nvidia (NASDAQ:NVDA) is teaming up with Foxconn (FXCOF) and Taiwan's government on a new AI supercomputer project, according to a Monday report. The initiative, dubbed an AI factory, will deploy 10,000 of Nvidia's latest Blackwell GPUs to accelerate machine-learning research and chip development at TSMC (TSM), which plans to use the system to fast-track its own designs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Taiwan's National Science and Technology Council will offer access to universities and enterprises, aiming to boost local AI capabilities and support startups. Beyond the data-centre scale build, Nvidia and Foxconn will launch high-performance desktop systems, DGX Spark and DGX Station models, allowing developers to train and test AI models without relying on cloud services. This move follows Nvidia's multi-billion-dollar sovereign AI deal in Saudi Arabia and underscores its strategy to partner directly with governments and hardware vendors. Analysts say the alliance could reshape the supercomputer market by decentralizing AI infrastructure and fostering regional technology hubs. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $163.81 with a high estimate of $235.92 and a low estimate of $100.00. The average target implies a upside of +22.14% from the current price of $134.12. Based on GuruFocus estimates, the estimated GF Value for NVIDIA Corp in one year is $265.41, suggesting a upside of +97.90% from the current price of $134.12. This article first appeared on GuruFocus.
