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Yahoo
5 days ago
- Business
- Yahoo
Nvidia Aims To Bypass Big Tech Dependency By Going Straight To International Governments, As It Did Recently With Saudi Arabia
Nvidia (NASDAQ:NVDA) is looking beyond Big Tech as it strategizes global expansion by doing deals with foreign governments, the Financial Times reports. As the innovative chip company behind artificial intelligence, demand for Nvidia's technology crosses all boundaries — from neighboring Big Tech companies in Silicon Valley to foreign governments. Following Nvidia's recently announced multibillion-dollar chip agreement with as a part of a deal with the U.S. government to build a large AI infrastructure, the FT reports that such 'sovereign AI' deals are a part of Nvidia's strategy to be less reliant on 'hyperscalers' — large cloud computing companies accounting for over half its data center revenue. Don't Miss: Hasbro, MGM, and Skechers trust this AI marketing firm — Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — To do this, Nvidia is allowing access to its technology from up-and-coming rivals to enable them to foster relationships with cloud service providers like Amazon (NASDAQ:AMZN) and Google, FT reports. The outlet adds that business relationships with Cisco (NASDAQ:CSCO), Dell (NYSE:DELL), and Hewlett-Packard Enterprise Company (NASDAQ:HPE) will help them enable enterprise customers to create their own IT infrastructure instead of outsourcing to the cloud. 'I'm more certain [about the business opportunity beyond the big cloud providers] today than I was a year ago,' Nvidia CEO Jensen Huang told the FT in March. Trending: 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. As part of its expansion, Nvidia sees robots as pivotal to introducing AI to practical real-world uses in robotics, drug development and autonomous navigation. The company presented employee-authored literature at a Singapore conference covering these sectors, highlighting the partnerships with Google, GE HealthCare (NASDAQ:GEHC), and General Motors (NYSE:GM), FT said. Experts question whether the scope of the deals Nvidia just made in Saudi Arabia is feasible on an ongoing basis. 'Is every country going to announce a $10 billion or $50 billion data center like the Saudis? Of course not,' Seaport Research analyst Jay Goldberg told Reuters. 'They're sort of running out of obvious deals.' Huang, however, remains bullish: 'AI infrastructure is being built out (everywhere) – that's one of the reasons I'm traveling around the world... AI infrastructure is going to be a part of society,' he told explained at the recent Computex conference in Taipei that new technology, rather than mega infrastructure deals with sovereign governments, was the key to the company's expansion, Reuters reported. Specifically, Huang spoke about NVLink Fusion, which allows companies to access Nvidia's AI infrastructure using custom chips, creating a scalable architecture. Nvidia's NVLink Fusion platform will encourage companies to build compliant hardware and thus drive demand for Nvidia AI network and data centre parts, Reuters says. It means that Nvidia can be a crucial part of a country or company's growth without having to carry all the weight of expansion. Read Next:Inspired by Uber and Airbnb – Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets – Image: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Nvidia Aims To Bypass Big Tech Dependency By Going Straight To International Governments, As It Did Recently With Saudi Arabia originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
Yahoo
7 days ago
- Business
- Yahoo
What's Fueling Wall Street's 90-Day Optimism on Amphenol (APH)?
We recently published a list of . In this article, we are going to take a look at where Amphenol (NYSE:APH) stands against other AI stocks that are on analyst's radar today. On May 27, Citi raised the firm's price target on Amphenol (APH) to $100 from $85 and kept a 'Buy' rating on the shares. Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. The firm also introduced a '90-day short-term positive outlook' on the stock, citing growing demand for connectors on NVLink Fusion. A team of technicians assembling a complex electrical connector in a factory environment. The analyst told investors in a research note that an improving artificial intelligence outlook and expansion of Nvidia's proprietary interconnect technology, NVLink, to other manufacturers is likely to improve the demand for current high-speed, low-latency connectors that are used in the existing Nvidia-based GB200 AI systems. This is good news for connector companies such as Amphenol, which has a leading share in the high-speed low low-latency interconnect market. Overall, APH ranks 8th on our list of AI stocks that are on analyst's radar today. While we acknowledge the potential of APH as an investment, 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 APH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
7 days ago
- Business
- Yahoo
What's Fueling Wall Street's 90-Day Optimism on Amphenol (APH)?
We recently published a list of . In this article, we are going to take a look at where Amphenol (NYSE:APH) stands against other AI stocks that are on analyst's radar today. On May 27, Citi raised the firm's price target on Amphenol (APH) to $100 from $85 and kept a 'Buy' rating on the shares. Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. The firm also introduced a '90-day short-term positive outlook' on the stock, citing growing demand for connectors on NVLink Fusion. A team of technicians assembling a complex electrical connector in a factory environment. The analyst told investors in a research note that an improving artificial intelligence outlook and expansion of Nvidia's proprietary interconnect technology, NVLink, to other manufacturers is likely to improve the demand for current high-speed, low-latency connectors that are used in the existing Nvidia-based GB200 AI systems. This is good news for connector companies such as Amphenol, which has a leading share in the high-speed low low-latency interconnect market. Overall, APH ranks 8th on our list of AI stocks that are on analyst's radar today. While we acknowledge the potential of APH as an investment, 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 APH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
26-05-2025
- Business
- Yahoo
BofA Maintains Neutral Rating on Amphenol (APH), Lifts PT
On Thursday, BofA analyst Wamsi Mohan raised the price target on Amphenol Corp. (NYSE:APH) to $90 from $85, while keeping a Neutral rating on the shares. T his adjustment followed NVIDIA Corp.'s (NASDAQ:NVDA) announcement of NVLink Fusion at Computex 2025 earlier this week. NVLink Fusion is designed to provide NVLink to cloud service providers/CSPs, which enables them to connect Nvidia GPUs with ARM-based CPUs from QUALCOMM Inc. (NASDAQ:QCOM) and Fujitsu. A team of technicians assembling a complex electrical connector in a factory environment. Mohan believes this development could be a positive catalyst for Amphenol's estimates, although the analyst also suggested that CSPs may continue to favor traditional NVIDIA Grace Blackwell 200 and 300 series products. Amphenol reported strong financial results for Q1 2025, where the company reported record adjusted diluted EPS of $0.63, which was up 58% from $0.40 year-over-year. The acquisition of Andrew Corporation from Commscope Holding Company Inc. (NASDAQ:COMM) is also expected to add ~$0.09 to earnings for the full year 2025. Amphenol anticipates elevated capital spending in Q2 2025 to support growth in the IT datacom market and acknowledged potential impacts from tariffs, which may require strategic management to mitigate costs. Amphenol Corp. (NYSE:APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the US, China, and internationally. While we acknowledge the potential of APH 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 APH and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. Sign in to access your portfolio
Yahoo
26-05-2025
- Business
- Yahoo
Nvidia earnings: What will matter the most for the chipmaker
Semiconductor manufacturer Nvidia (NVDA) is scheduled to report first quarter earnings this week on Wednesday, May 28. Ahead of its quarterly release, Nvidia CEO Jensen Huang unveiled several of the chipmaker's new projects at the 2025 Computex conference in Taiwan, including humanoid robotics and the company's NVLink Fusion program to develop semi-customizable semiconductors for customers' AI infrastructure. Bernstein Managing Director and Senior Analyst Stacy Rasgon shares his thoughts about what could weigh on Nvidia's quarterly performance and forward guidance, especially around the United States' curbs on AI chip exports to China and the company's latest deals in the Middle East. Also catch Rasgon weigh in on Nvidia's chip partnerships through its NVLink Fusion program. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Nvidia earnings on tap next week, the 28th. Stacey, what are some of the the questions top of mind for you on that print? Yeah, you there's some near term worries just because of the China bans. You know they were banned from selling this H200 part in China which is meaningful. And it's it's I think I I saw an article just today that said Jensen had kind of sized it, you know, potentially $15 billion and you know that that's kind of in line with what what we had thought and, you know, I think they're supposedly trying to work around some of the new constraints and so it's very possible that some of that revenue comes back. But I mean does it impact in Q2? It it very clearly might. I I don't think that that'd be a shock at this point. I think that's anticipated. But I think some of the noise around China and near term is certainly a concern um and and a question. Um I think there's also some of the supply chain stuff that just this Blackwell transition has been challenging. It does look like they're in production. Jensen made some comments on that last night. So, but the ramp of Blackwell like into the end of the year and into next year I think will will be a a question. And then clearly is this stuff from the Middle East and maybe from other places starts to ramp over the next several years like how can that contribute? You know investors have been worried that 2025 could be a local peak for CAPEX. And I would say the only ones that have really been worried about that are investors. Like the companies that are actually spending the money don't seem to be worried. CAPEX budgets have actually been going up, not down. But to the extent that investors can get confident, there's still more growth to be had as we go forward. Um I think that's sort of like for the long-term thesis I think that's what's most important.
