Latest news with #Wallenberg
Globe and Mail
5 days ago
- Business
- Globe and Mail
AI Analyst Flags Key Risks and Upside for Nvidia Ahead of Earnings
Nvidia (NVDA) is heading into its Q1 2026 earnings scheduled later today with major momentum, a wave of new projects, and a few global challenges. But is the stock still a buy after such a massive run? According to 'Spark,' TipRanks' AI analyst, the answer is yes, though with a bit of caution. Confident Investing Starts Here: 'Spark' Weighs In on Nvidia 'Spark', our AI analyst, gives Nvidia a stock score of 80 and an 'Outperform' rating, pointing to strong fundamentals and future growth drivers. The company's financials remain exceptional. Revenue in fiscal 2025 surged 114% to $130.5 billion, while earnings per share grew 146%. Free cash flow more than doubled, and return on equity stands at an impressive 91.8%. The key engine remains Nvidia's data center business, which generated $115.2 billion in revenue last year—nearly triple the previous year—thanks largely to the Blackwell GPU architecture. The short-term outlook is also strong. Nvidia expects $43 billion in revenue for the current quarter. But 'Spark' warns that valuation is a concern. With a P/E ratio of 44.7 and rising expectations baked into the price, any earnings miss or guidance downgrade could hit the stock hard. NVDA Expands Its Reach Beyond the numbers, Nvidia continues to build the world's AI infrastructure. In Europe, it's working with AstraZeneca (AZN), Ericsson (ERIC), Saab (SAABF), and SEB to launch Sweden's largest enterprise AI supercomputer. This project, backed by the powerful Wallenberg family, includes Nvidia's first AI technology center in the country. It's a strategic move to embed Nvidia into Europe's industrial base and reduce its dependence on China. Speaking of China, Nvidia is adjusting to U.S. export restrictions that ban the sale of its H20 chips. This resulted in a $5.5 billion inventory write-down. Still, Nvidia is now offering a new lower-spec chip—the RTX Pro 6000D—aimed at staying relevant in China's $50 billion data center market. However, its market share in China has dropped from 95% to 50%, and local rival Huawei is gaining ground. Looking further ahead, Nvidia is quietly laying the groundwork in quantum computing. It's backing PsiQuantum, a photonics startup, and promoting CUDA-Q, its hybrid quantum-classical software platform. The goal is not to build quantum machines, but to ensure Nvidia powers whatever platform emerges. For investors, the takeaway is straightforward: Nvidia continues to dominate in AI while laying the groundwork for quantum. The risks are real, but according to 'Spark,' so is the upside. Is NVDA stock a Good Buy? According to The Street's analysts, Nvidia has a Strong Buy rating and an average NVDA stock price target of $164.21. This implies a 21.19% upside. See more NVDA analyst ratings Disclaimer & Disclosure Report an Issue
Yahoo
26-05-2025
- Business
- Yahoo
Nvidia (NVDA) to Help Build Sweden's First AI Infrastructure
Bloomberg reported on May 23 that Nvidia Corp. (NASDAQ:NVDA) is partnering with a group of Swedish companies, including AstraZeneca Plc, Ericsson AB, Saab AB, and SEB AB, to create the country's first artificial intelligence infrastructure. Wallenberg Investments AB, the investment vehicle of Sweden's influential Wallenberg family, will also be a significant shareholder in the venture. The project's first phase will establish Sweden's largest enterprise AI supercomputer by deploying two Nvidia DGX SuperPODs featuring NVIDIA's latest-generation Grace Blackwell GB300 systems. Nvidia will also open its first AI Technology Center in Sweden and lead AI research with partners. The venture is expected to be operated by a joint company. A scientist at a computer station, surrounded by a neural network of artificial intelligence code. While welcoming the initiative, Marcus Wallenberg, Chair of Wallenberg Investments AB, emphasized that it will accelerate the development and adoption of AI across Swedish industries, provide opportunities for upskilling, and strengthen the country's AI ecosystem. Jensen Huang, founder and CEO of NVIDIA, described the venture as a catalyst for breakthroughs. He noted: 'As electricity powered the industrial age and the Internet fueled the digital age, AI is the engine of the next industrial revolution. Through the visionary initiative of Wallenberg Investments and Sweden's industry leaders, the country is building its first AI infrastructure—laying the foundation for breakthroughs across science, industry, and society, and securing Sweden's place at the forefront of the AI era.' With the support of high computing power, the four partner companies, Ericsson, AstraZeneca, Saab, and SEB, will collaborate with Nvidia to apply AI in their respective domains: enhancing telecom services, accelerating drug discovery, advancing defense technologies, and driving innovation and productivity in banking. Nvidia Corp. (NASDAQ:NVDA) designs and manufactures graphics processing units (GPUs), system on a chip units (SoCs), and AI hardware and software. Over the years, the company has expanded its offerings from gaming GPUs to include data center solutions, AI computing, and deep learning technologies. The company's GPUs are widely used in data centers for high-performance computing, AI training, and inference, making it a critical player in the data center ecosystem. While we acknowledge the potential of NVDA 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 NVDA and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. 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
Business Insider
25-05-2025
- Business
- Business Insider
Nvidia's AI Bet on Europe Grows as China Revenue Falters
Nvidia (NVDA) isn't taking its foot off the gas lately, playing both offense and defense in the global AI race. On one front, the chip giant is teaming up with Swedish industrial powerhouses — including AstraZeneca (AZN), Ericsson (ERIC), Saab (SAABF), and SEB, a leading Nordic financial services group, to build the largest enterprise AI supercomputer in Sweden. Backed by the influential Wallenberg family, this project will also see Nvidia set up its first AI technology center in the country. Confident Investing Starts Here: CEO Jensen Huang says this is about building 'the country's first AI infrastructure,' setting the stage for scientific and industrial breakthroughs. Saab plans to use the tech to boost defense capabilities, while other partners will tap AI for everything from drug discovery to 5G networks. What Is Nvidia's Strategy? This is a long-term bet. By embedding itself into Europe's industrial base, Nvidia secures deep roots in stable, high-value markets. It's also a clear move to diversify away from regions like China, where the rules are shifting fast. And that brings us to Nvidia's second major play: launching a new, lower-spec AI chip for China. After U.S. export controls effectively banned Nvidia's high-performance H20 chip, the company had to scrap $5.5 billion in inventory and walk away from $15 billion in potential sales. Now, Nvidia is rolling out a toned-down chip based on its latest Blackwell architecture. It's expected to be called the RTX Pro 6000D or B40, priced between $6,500 and $8,000 — much cheaper than the H20's $10K+ price tag. It'll use standard memory and avoid the advanced packaging tech that triggered U.S. restrictions. The goal is clear: Stay in China's $50 billion data center market without crossing red lines. But it's not all good news. Nvidia's China market share has dropped from 95% to 50%, and Huawei's homegrown AI chips are gaining steam quickly. However, the bottom line is that Nvidia is adapting quickly. In Europe, it's building lasting AI infrastructure. In China, it's squeezing value from what's left. For investors, this shows Nvidia's global reach and agility, even under intense political and regulatory pressure. Is NVDA stock a Good Buy? According to The Street's analysts, Nvidia has a Strong Buy rating and an average NVDA stock price target of $164.51. This implies a 25.30% upside.
Bloomberg
24-05-2025
- Business
- Bloomberg
Nvidia and Wallenberg Businesses Starting AI Venture in Sweden
Nvidia Corp. and a cluster of businesses backed by Sweden's influential Wallenberg family are starting a venture to build out artificial intelligence infrastructure in the Nordic nation. The group of companies — including AstraZeneca Plc, Ericsson AB, Saab AB, SEB AB and the Wallenberg's investment vehicle — will develop what it calls the largest enterprise AI supercomputer in Sweden, according to a statement on Saturday. Nvidia will also establish its first AI technology center in the country to advance research with industrial partners, it said.
Yahoo
05-05-2025
- General
- Yahoo
Eden Prairie teacher wins 2025 Minnesota Teacher of the Year
The Brief Eden Prairie High School English teacher, Linda Wallenberg, won the 2025 Minnesota Teacher of the Year. Wallenberg is in her 49th year of teaching, and was the first certified Swedish teacher in Minnesota. Wallenberg is the 61st recipient and the first from the Eden Prairie district to be named Minnesota Teacher of the Year. ST. PAUL, Minn. (FOX 9) - An Eden Prairie High School teacher won the 2025 Minnesota Teacher of the Year award. What we know Eden Prairie High School English teacher, Linda Wallenberg or "Wally", took home the 2025 Minnesota Teacher of the Year Sunday. Wallenberg is currently in her 49th year of teaching, and she is the 61st recipient of the award. She is also the first educator from the Eden Prairie district to win the award. A selection committee with education, business and government leaders chooses the Teacher of the Year from educators who are nominated and then chooses to become a candidate. What they're saying "Teaching is about the journey – the opportunity every fall and every single day to begin anew, to guide students along their own journeys, to build people, not just scholars," Wallenberg said. "I believe teaching is a calling of love, an awakening of sorts – creating a sacred space where students can feel seen, believe in themselves, and trust their own authentic voices to take them out to the world." "Before meeting 'Wally,' I did not understand what true, unbridled devotion looked like," said Sophia Yoerks, an Eden Prairie High School 2024 graduate, in a recommendation letter for Wallenberg. "Not only does she teach impactful and informative material, but she also finds countless ways to connect both herself and her students with it. Even though I have known her for almost five years, she still continues to amaze me." Dig deeper Wallenberg started teaching after she graduated from Gustavus Adolphus College in 1975. She also studied at Uppsala University in Sweden. She earned a degree in English and Scandinavian studies, and was the first certified Swedish teacher in Minnesota. Before teaching at Eden Prairie High School, she was an 8th grade English teacher at Faribault Junior High. Wallenberg started teaching at Eden Prairie High School in 1977, where she taught English and Swedish and is the head gymnastics coach. She has a Master's degree in English education from the University of Minnesota, and has been the director and Swedish teacher at Concordia College's Swedish Language Village for the past 42 years. Wallenberg has also been named the Eden Prairie Teacher of the Year three times, was named the National Gymnastics Coach of the Year twice and was awarded the Royal Order of the Polar Star by King Carl XVI Gustaf, King of Sweden. She has also authored two books on gymnastics. The Source This article was written from a press release from Education Minnesota.
