Latest news with #NVIDIAHopper
Channel Post MEA
2 days ago
- Business
- Channel Post MEA
Ooredoo Launches Sovereign AI Cloud In Qatar
Ooredoo has announced the launch of advanced sovereign AI cloud services, built on the latest NVIDIA Hopper GPUs and hosted in its local data centres. This strategic deployment brings world-class accelerated computing capabilities to Qatar, significantly advancing the nation's digital transformation agenda. By enabling advanced artificial intelligence applications without relying on international providers, and by delivering high-performance computing infrastructure locally, Ooredoo is accelerating AI adoption across key sectors, including energy, finance, logistics, healthcare, and smart city development. For customers, this means faster access to computing power, the ability to handle massive datasets securely, and the convenience of deploying AI solutions under national data policies, all with the low latency and reliability of in-country infrastructure. Sheikh Ali Bin Jabor Al-Thani, Chief Executive Officer, Ooredoo Qatar, said: 'We are proud to bring this world-class AI infrastructure to Qatar, equipping our customers with the tools they need to turn ambition into real-world solutions. Our collaboration with NVIDIA paves the way for a new generation of innovation, empowering everyone from startups to government entities to benefit from the full potential of artificial intelligence, securely and efficiently. This, in turn, will fuel economic growth, upgrade citizen experiences, and cement Qatar's position as a digital leader in the region.' As an NVIDIA Cloud Partner (NCP), Ooredoo offers customers access to cutting-edge GPU technology and to NVIDIA's full software suite for AI development. This includes the NVIDIA AI Enterprise platform, which simplifies and speeds up the process of building, testing, and scaling AI models from idea to production. Whether a team is developing AI-powered chatbots, optimising supply chains, or analysing financial patterns in real time, they will be able to do so with global-grade tools, deployed securely in Ooredoo's data centres, hosted and operated by Syntys through mission-critical infrastructure facilities designed to meet the demands of high-performance computing workloads. This launch directly supports the ambitions of the Qatar Digital Agenda 2030 and the Qatar National AI Strategy, which call for robust digital infrastructure, local hosting of critical technology, and the responsible development of AI to benefit society and the economy. Through this deployment, Ooredoo continues to strengthen its role as a key digital enabler, delivering next-generation infrastructure that supports both the future of business and the future of the country.
Channel Post MEA
3 days ago
- Business
- Channel Post MEA
Ooredoo Launches Sovereign AI Cloud With NVIDIA In Qatar
Ooredoo has announced the launch of advanced sovereign AI cloud services, built on the latest NVIDIA Hopper GPUs and hosted in its local data centres. This strategic deployment brings world-class accelerated computing capabilities to Qatar, significantly advancing the nation's digital transformation agenda. By enabling advanced artificial intelligence applications without relying on international providers, and by delivering high-performance computing infrastructure locally, Ooredoo is accelerating AI adoption across key sectors, including energy, finance, logistics, healthcare, and smart city development. For customers, this means faster access to computing power, the ability to handle massive datasets securely, and the convenience of deploying AI solutions under national data policies, all with the low latency and reliability of in-country infrastructure. Sheikh Ali Bin Jabor Al-Thani, Chief Executive Officer, Ooredoo Qatar, said: 'We are proud to bring this world-class AI infrastructure to Qatar, equipping our customers with the tools they need to turn ambition into real-world solutions. Our collaboration with NVIDIA paves the way for a new generation of innovation, empowering everyone from startups to government entities to benefit from the full potential of artificial intelligence, securely and efficiently. This, in turn, will fuel economic growth, upgrade citizen experiences, and cement Qatar's position as a digital leader in the region.' As an NVIDIA Cloud Partner (NCP), Ooredoo offers customers access to cutting-edge GPU technology and to NVIDIA's full software suite for AI development. This includes the NVIDIA AI Enterprise platform, which simplifies and speeds up the process of building, testing, and scaling AI models from idea to production. Whether a team is developing AI-powered chatbots, optimising supply chains, or analysing financial patterns in real time, they will be able to do so with global-grade tools, deployed securely in Ooredoo's data centres, hosted and operated by Syntys through mission-critical infrastructure facilities designed to meet the demands of high-performance computing workloads. This launch directly supports the ambitions of the Qatar Digital Agenda 2030 and the Qatar National AI Strategy, which call for robust digital infrastructure, local hosting of critical technology, and the responsible development of AI to benefit society and the economy. Through this deployment, Ooredoo continues to strengthen its role as a key digital enabler, delivering next-generation infrastructure that supports both the future of business and the future of the country.
Yahoo
22-05-2025
- Business
- Yahoo
NVIDIA's Q1 Earnings Coming Up: Time to Buy, Sell or Hold the Stock?
NVIDIA Corporation NVDA is set to report first-quarter fiscal 2026 results on May 28. The company expects revenues of $43 billion (+/-2%) for the quarter. The Zacks Consensus Estimate is pegged at $42.71 billion, which indicates a whopping 64% increase from the year-ago reported figure. The Zacks Consensus Estimate for quarterly earnings has moved down a penny to 87 cents per share over the past 30 days. This suggests year-over-year growth of 42.6% from the year-ago quarter's earnings of 61 cents per share. Image Source: Zacks Investment Research Earnings of the pioneer in graphics processing unit (GPU)-accelerated computing surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 7.9%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) NVIDIA Corporation price-eps-surprise | NVIDIA Corporation Quote Our proven model does not conclusively predict an earnings beat for NVIDIA this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. You can see the complete list of today's Zacks #1 Rank stocks here. Though NVIDIA carries a Zacks Rank #3, it has an Earnings ESP of -5.24%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. NVIDIA's first-quarter top line is likely to have benefited from the continued strength in its Datacenter business. The increasing adoption of cloud-based solutions amid the growing hybrid working trend is anticipated to have boosted demand for its chips across the datacenter end market. An increase in hyperscale demand and growing adoption in the inference market are likely to have acted as tailwinds in the to-be-reported quarter. The Datacenter end-market business is likely to have benefited from the growing demand for generative AI and large language models using GPUs based on NVIDIA Hopper and Ampere architectures. The strong demand for its chips from large cloud service and consumer internet companies is anticipated to have aided the segment's top-line growth in the to-be-reported quarter. Our first-quarter revenue estimate for the Datacenter end market is pegged at $38.5 billion, which indicates robust year-over-year growth of 70.6%. Moreover, NVIDIA's first-quarter performance is likely to have benefited from the recovery across its Gaming and Professional Visualization end markets. The Gaming end market's results have improved year over year in six out of the last seven quarters, as inventory levels with channel partners have returned to normal. The company also registered strong demand across most regions for its gaming products. Our first-quarter revenue estimate for the Gaming end market is pegged at $3.29 billion, which implies a 24.4% increase from the year-ago quarter's level. NVIDIA's Professional Visualization segment performance also reflected recovery, with revenues increasing in six consecutive quarters. The trend is likely to have continued in the first quarter. Our first-quarter revenue estimate for the Professional Visualization end market is pegged at $567.6 million, which suggests a 32.9% increase from the year-ago quarter's figure. The company's Automotive segment demonstrated an improvement in trends over the preceding four quarters. The positive trend is likely to have continued in the fiscal first quarter due to increasing investments in self-driving and AI cockpit solutions. Our revenue estimate for the Automotive end market is pegged at $551.7 million, which indicates year-over-year growth of 67.7%. Shares of NVIDIA have remained highly volatile over the past year. NVDA stock has gained 27% over the past year, outperforming the Zacks Semiconductor – General industry's growth of 23.5%. The stock has also outperformed major semiconductor stocks, including Advanced Micro Devices AMD, Micron Technology MU and Marvell Technology MRVL. Shares of Advanced Micro Devices, Micron Technology and Marvell Technology have lost 30.1%, 24% and 19.8%, respectively. Image Source: Zacks Investment Research Now, let's look at the value NVIDIA offers investors at the current levels. NVIDIA is trading at a premium with a forward 12-month P/S of 15.48X compared with the industry's 13.26X, reflecting a stretched valuation. Image Source: Zacks Investment Research NVDA also trades at a premium compared with other semiconductor players, including Advanced Micro Devices, Micron Technology and Marvell Technology. Currently, Advanced Micro Devices, Micron Technology and Marvell Technology trade at a forward P/S multiples of 5.37X, 2.48X and 5.94X, respectively. Over the past year, NVIDIA's revenue growth has been driven by robust demand for chips required for the development of generative AI models. NVIDIA dominates the market for generative AI chips, which have already proven useful across multiple industries, including marketing, advertising, customer service, education, content creation, healthcare, automotive, energy & utilities and video game development. The growing demand to modernize the workflow across industries is expected to drive the demand for generative AI applications. The global generative AI market size is anticipated to reach $967.6 billion by 2032, according to a new report by Fortune Business Insights. The market is expected to witness a CAGR of 39.6% from 2024 to 2032. However, the complexity of generative AI, which requires vast knowledge and immense computational power, means that enterprises will need to significantly upgrade their network infrastructures. NVIDIA's AI chips, including the A100, H100 and B100, are the top choices for building and running these powerful AI applications, positioning the company as a leader in this space. As the generative AI revolution unfolds, we expect NVIDIA's advanced chips to drive substantial growth in both its revenues and market presence. As a leading player in the semiconductor industry, NVIDIA has benefited from its dominance in GPUs and strategic expansion into AI, data centers and autonomous vehicles. The company's strong product portfolio, leadership in AI and relentless innovation present a compelling investment opportunity. However, its high valuation makes it vulnerable to short-term volatility. For now, holding the stock is the smartest approach. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Micron Technology, Inc. (MU) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
22-05-2025
- Business
- Yahoo
NVIDIA's Q1 Earnings Coming Up: Time to Buy, Sell or Hold the Stock?
NVIDIA Corporation NVDA is set to report first-quarter fiscal 2026 results on May 28. The company expects revenues of $43 billion (+/-2%) for the quarter. The Zacks Consensus Estimate is pegged at $42.71 billion, which indicates a whopping 64% increase from the year-ago reported figure. The Zacks Consensus Estimate for quarterly earnings has moved down a penny to 87 cents per share over the past 30 days. This suggests year-over-year growth of 42.6% from the year-ago quarter's earnings of 61 cents per share. Image Source: Zacks Investment Research Earnings of the pioneer in graphics processing unit (GPU)-accelerated computing surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 7.9%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) NVIDIA Corporation price-eps-surprise | NVIDIA Corporation Quote Our proven model does not conclusively predict an earnings beat for NVIDIA this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. You can see the complete list of today's Zacks #1 Rank stocks here. Though NVIDIA carries a Zacks Rank #3, it has an Earnings ESP of -5.24%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. NVIDIA's first-quarter top line is likely to have benefited from the continued strength in its Datacenter business. The increasing adoption of cloud-based solutions amid the growing hybrid working trend is anticipated to have boosted demand for its chips across the datacenter end market. An increase in hyperscale demand and growing adoption in the inference market are likely to have acted as tailwinds in the to-be-reported quarter. The Datacenter end-market business is likely to have benefited from the growing demand for generative AI and large language models using GPUs based on NVIDIA Hopper and Ampere architectures. The strong demand for its chips from large cloud service and consumer internet companies is anticipated to have aided the segment's top-line growth in the to-be-reported quarter. Our first-quarter revenue estimate for the Datacenter end market is pegged at $38.5 billion, which indicates robust year-over-year growth of 70.6%. Moreover, NVIDIA's first-quarter performance is likely to have benefited from the recovery across its Gaming and Professional Visualization end markets. The Gaming end market's results have improved year over year in six out of the last seven quarters, as inventory levels with channel partners have returned to normal. The company also registered strong demand across most regions for its gaming products. Our first-quarter revenue estimate for the Gaming end market is pegged at $3.29 billion, which implies a 24.4% increase from the year-ago quarter's level. NVIDIA's Professional Visualization segment performance also reflected recovery, with revenues increasing in six consecutive quarters. The trend is likely to have continued in the first quarter. Our first-quarter revenue estimate for the Professional Visualization end market is pegged at $567.6 million, which suggests a 32.9% increase from the year-ago quarter's figure. The company's Automotive segment demonstrated an improvement in trends over the preceding four quarters. The positive trend is likely to have continued in the fiscal first quarter due to increasing investments in self-driving and AI cockpit solutions. Our revenue estimate for the Automotive end market is pegged at $551.7 million, which indicates year-over-year growth of 67.7%. Shares of NVIDIA have remained highly volatile over the past year. NVDA stock has gained 27% over the past year, outperforming the Zacks Semiconductor – General industry's growth of 23.5%. The stock has also outperformed major semiconductor stocks, including Advanced Micro Devices AMD, Micron Technology MU and Marvell Technology MRVL. Shares of Advanced Micro Devices, Micron Technology and Marvell Technology have lost 30.1%, 24% and 19.8%, respectively. Image Source: Zacks Investment Research Now, let's look at the value NVIDIA offers investors at the current levels. NVIDIA is trading at a premium with a forward 12-month P/S of 15.48X compared with the industry's 13.26X, reflecting a stretched valuation. Image Source: Zacks Investment Research NVDA also trades at a premium compared with other semiconductor players, including Advanced Micro Devices, Micron Technology and Marvell Technology. Currently, Advanced Micro Devices, Micron Technology and Marvell Technology trade at a forward P/S multiples of 5.37X, 2.48X and 5.94X, respectively. Over the past year, NVIDIA's revenue growth has been driven by robust demand for chips required for the development of generative AI models. NVIDIA dominates the market for generative AI chips, which have already proven useful across multiple industries, including marketing, advertising, customer service, education, content creation, healthcare, automotive, energy & utilities and video game development. The growing demand to modernize the workflow across industries is expected to drive the demand for generative AI applications. The global generative AI market size is anticipated to reach $967.6 billion by 2032, according to a new report by Fortune Business Insights. The market is expected to witness a CAGR of 39.6% from 2024 to 2032. However, the complexity of generative AI, which requires vast knowledge and immense computational power, means that enterprises will need to significantly upgrade their network infrastructures. NVIDIA's AI chips, including the A100, H100 and B100, are the top choices for building and running these powerful AI applications, positioning the company as a leader in this space. As the generative AI revolution unfolds, we expect NVIDIA's advanced chips to drive substantial growth in both its revenues and market presence. As a leading player in the semiconductor industry, NVIDIA has benefited from its dominance in GPUs and strategic expansion into AI, data centers and autonomous vehicles. The company's strong product portfolio, leadership in AI and relentless innovation present a compelling investment opportunity. However, its high valuation makes it vulnerable to short-term volatility. For now, holding the stock is the smartest approach. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Micron Technology, Inc. (MU) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
30-04-2025
- Business
- Yahoo
Supermicro's Q3 Miss Triggers Analyst Cuts, Fueling AI Selloff
Super Micro Computer (NASDAQ:SMCI) plunged 16% on early trading Wednesday after the company's preliminary Q3 fiscal 2025 results fell short of guidance, and analysts warn the miss could cast a shadow over broader AI-related names. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Wells Fargo's Aaron Rakers noted that Nvidia (NASDAQ:NVDA) drives at least 60% of Supermicro's purchases and that the negative preannouncement would not be taken as a read-through for AI-driven names, given hyperscalers' cautious capex stance on new Blackwell-platform cycles. J.P. Morgan's Samik Chatterjee, however, downplayed any industry-wide slowdown, attributing the shortfall to specific customer decisions on platforms which shifted in relation to timing rather than a drop in demand or supply constraints. Morgan Stanley retains a Neutral call on SMCI but trims its price target to $36 from $39, arguing that margin headwinds tied to NVIDIA Hopper products will prove short-lived and that inventory write-downs are a temporary drag. Mizuho's Vijay Rakesh echoes the caution, pointing out that near-term ramps with GB200, H20 and aggressive pricing from Dell (NYSE:DELL) are squeezing Supermicro's market share. He keeps a Neutral rating but cuts his target to $34 from $50. Investors should care because Supermicro's stumble highlights the risks for hardware suppliers in an AI capex cycle that may be peaking. A widening risk premium on SMCI could pressure other small-cap AI infrastructure players if hyperscalers pull back or favor incumbents like Dell. Moreover, With full Q3 results due in mid-May, markets will be looking for updated revenue and margin guidance, along with any commentary on customer inventory positions and the timing of Blackwell-platform shipments. A clearer picture on these fronts could either revive Supermicro's beaten-down shares or cement a more cautious stance on the AI hardware supply chain. Super Micro Computer has shed roughly 6.6% over the past six months, sliding back to $30.88 after a frenzied mid-February peak near $55. That 45% drop into early March wiped out most of the prior rally from sub-$20 in late November, highlighting just how quickly sentiment can reverse on elevated AI expectations. Since mid-March, shares have churned in a $32$36 range, but this week's dip under $31 tests a key support zone last seen in January. Supermicro's roller-coaster ride suggests investors may demand proof of sustainable revenue before bidding the stock back up. A decisive break below $30 could open the door to a retest of the $28 level, while a rebound past $36 would be needed to signal renewed momentum. This article first appeared on GuruFocus. Sign in to access your portfolio
