Latest news with #B200
Time Out
6 days ago
- Entertainment
- Time Out
What the Doc! is coming to shake up Bangkok
By all accounts, Bangkok wasn't meant to become the epicentre of experimental documentary. And yet here we are, while most of the city hides indoors from the rain or queues up for iced coffee, a quiet cultural rebellion is about to begin. What the Doc! (WTD!) – Thailand's first-ever international documentary film festival – isn't here to play by the rules. In fact, it wants to rip them up entirely. Running from August 22-31, this inaugural edition promises something thrillingly unpolished: real stories told by filmmakers who aren't interested in being polite. 18 documentaries – six Thai, 12 international – will go head-to-head for top honours, and not a single one is here for background noise. These are bold, opinionated, often unpredictable works, picked from a staggering 1,599 submissions. They're not just 'in' competition – they 'are' the competition. No streaming, no replays, no safety nets. You show up or you miss out. There's serious money on the line, too. Feature and short-length winners will walk away with B200,000 in their back pockets, with a jury prize of B180,000 close behind. There's also B100,000 waiting for the best female director, and another for the film that goes greenest – because yes, apparently saving the planet is also a genre now. The brains behind this ambitious move? Documentary Club with support from THACCA, the Department of Cultural Promotion, the Ministry of Culture of Thailand, Chamnong Rangsikun Foundation, Koh-Kae and White Light Studio. Together, they're less interested in prestige and more in possibility – hoping to map out the sprawling, strange, deeply human landscape of documentary filmmaking in its most varied forms. Is it the next Sundance? We don't know. But What the Doc! is about to make Thailand's documentary scene less National Geographic, more 'hold my beer'. And honestly, thank God.
CNBC
10-07-2025
- Business
- CNBC
This chipmaker is catching up to Nvidia and can soar 45%, HSBC says
Advanced Micro Devices' latest chip release has thrust the company back into the AI game with a potential to rival Nvidia, according to HSBC. Analyst Frank Lee upgraded the chipmaker to buy from hold with a revised price target of $200, which suggests a whopping 44.5% potential upside for the stock. Lee's previous price target on shares was $100. According to Lee, AMD's recently launched MI350 series has a significant pricing premium and performance upgrades that can compete with Nvidia Blackwell line — specifically its latest-gen HGX B200 AI graphics processing unit. He wrote that he is now "turning bullish as we think AI GPU pipeline will surprise with higher-than-expected MI350 pricing premium." The impact of this MI350 pricing surprise could materialize as soon as the second half of this year, the analyst said. "With performance comparable to Nvidia's B200, we now believe the ASP for MI355 can be USD25k (vs previous assumption of USD15k)," he said. "We now expect that upside to FY26e AI revenue will lead to higher re-rating to AMD that is not fully priced in by the market despite the 14% share price rally post its AI day event." AMD during its June 12 Advancing AI event launched the AMD Instinct MI350 Series GPUs , which includes the Instinct MI350X and Instinct MI355X. The company is also planning to release its full-server Helios AI rack in 2026, which would be built on its next-gen Instinct MI400 Series GPUs. These chips would compete with Nvidia's Blackwell line of processors, AMD CEO Lisa Su said last month. Lee expects AMD has significant upside to its fiscal year 2026 AI revenue given the pricing premium of its MI350 line compared to Nvidia's offerings. The MI350 chips are also attractive as they can be deployed using existing data center infrastructure, he added. Shares popped 2% after the upgrade. Year to date, AMD has gained 14.6%.
Yahoo
08-07-2025
- Business
- Yahoo
Veteran analyst drops new clue on Nvidia's next big move
Veteran analyst drops new clue on Nvidia's next big move originally appeared on TheStreet. Nvidia () has been the ultimate bellwether in GPUs, carving out a league of its own over time. Whether it's AI, gaming, or data centers, Nvidia's been the top dog to which everyone's been playing catch-up. 💵💰💰💵 Nvidia's stock has been on fire, rocketing to the top spot as the most valuable company in town, defying the broader market's wobble. That said, how far can this rocket ship potentially soar? Some say Nvidia stock has done all the running it possibly can, while others feel it still has a sizeable upside ahead. A fresh take from an old-hand analyst tells us about a key piece of information that could show where Nvidia stock is headed next. Since Nvidia CEO Jensen Huang showed off the company's shiny new Blackwell chips last year, everyone from tech heavyweights to server makers has been lining up to grab them. The show-stopper is undoubtedly the GB200 Grace Blackwell Superchip. It's essentially two of Nvidia's powerful B200 GPUs layered with a custom CPU and tied together by a super-fast connection. Tech giants like Dell, Cisco, Lenovo, HPE, and Supermicro jumped in on the action early to sidestep any supply snags. Here's the catch, though: the standalone B200 chip, targeted for server suppliers, has become hard to find. Nvidia has been putting most of its production muscle into the bigger GB200 version, making the B200 a lot demand for these chips has gone through the roof. Microsoft alone brought close to half a million GPUs last year, double its nearest competitor. That massive buying spree helped propel Nvidia's data center business to an eye-popping $26.3 billion in revenues in just the first quarter of 2025. That's roughly 90% of Nvidia's total sales and more than double last year's numbers. On the supply side, Nvidia controls the game. Its partnership with TSMC lets it get the best production slots for its advanced chips. However, even with such help, Nvidia needs to contend with bottlenecks in chip packaging and memory parts, which pushes prices up. More Tech Stock News: Google's quiet AI win spells trouble for Amazon JPMorgan delivers blunt warning on S&P 500 Veteran Tesla analyst drops 4-word call Nevertheless, given Nvidia's powerful positioning, it commands robust pricing power and an iron grip on the AI chip market. Nvidia's supply problem could potentially be its biggest analysts recently wrapped up a two-week check across Asia and said that the demand for B200 chips is still way ahead of what Nvidia can make. According to Wedbush, Nvidia is still focusing on premium GB200 unit shipments, the more power-packed combo chips that power the latest AI servers. That effectively means the standard B200, running on PCIe slots that work in more generic servers, is scarce. For Nvidia, that's great news. More GB200 sales mean bigger, more complex servers, including larger orders for related Nvidia products like high-speed networking gear. Companies such as Dell are already riding this wave. Wedbush highlights Dell's solid second-quarter guidance, including healthier sales from Gigabyte and Wistron, suggesting these high-end AI servers are moving quickly. Wedbush also notes that old-school, non-AI server demand is also picking up. It's unclear, though, if that bump will last through the rest of the year, and it may not matter much with AI demand stealing the spotlight. On the sidelines, AMD could chip away at more CPU market share this year. However, Wedbush says it's still waiting to see real momentum for AMD's new MI350 chips before declaring it a winner. Similarly, there's another supply squeeze brewing in the storage industry. Hard drive makers like Western Digital and Seagate are seeing tighter supplies for drive heads, which could drive prices higher and result in higher profit margins. Western Digital has a big edge with its PMR drives, but Seagate could pull ahead in 2026 as it ramps up its latest HAMR tech. Bottom line? Nvidia's supply crunch keeps prices elevated and Wall Street analyst drops new clue on Nvidia's next big move first appeared on TheStreet on Jul 8, 2025 This story was originally reported by TheStreet on Jul 8, 2025, where it first appeared. 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
08-07-2025
- Business
- Yahoo
Can Google Cloud's Growing Clientele Push the GOOGL Stock Higher?
Alphabet GOOGL has been benefiting from a growing Google Cloud business that accounted for 13.6% of total revenues in the first quarter of 2025. Google Cloud revenues jumped 28.1% year over year to $12.26 billion, driven by strong GCP growth and a solid demand for AI infrastructure as well as generative AI solutions. Google Cloud is now expanding its footprint based on the latest deals with Ecobank in Africa and to Synergy Research Group data, Google Cloud, along with Microsoft MSFT, is gaining market share, while Amazon's AMZN cloud arm, Amazon Web Services, continues to lead with a 29% market share in the first quarter of 2025. Alphabet and Microsoft had 22% and 12% market share, respectively. Google Cloud is benefiting from an expanding clientele and rich partner base. Google Cloud is benefiting from its partnership with NVIDIA NVDA. Google Cloud was the first cloud provider to offer NVIDIA's B200 and GB200 Blackwell GPUs and will be offering its next-generation Vera Rubin GPUs. Google Cloud is becoming a preferred choice for enterprises planning to deploy AI agents thanks to the Agent Development Kit and a low-code tool offering Agent Designer. The addition of Wiz to Google Cloud will boost competitive prowess against the likes of Amazon and Microsoft in the cloud computing space. Google Cloud's expanding clientele is expected to boost Alphabet's top line. BBVA's deal with Google Cloud will enable it to deploy Google Workspace with Gemini across the global operations of the bank. Meanwhile, the Ecobank collaboration aims at transforming financial services with advanced analytics and AI and driving digital empowerment across Africa. This offers a significant growth opportunity for Google Cloud in one of the most underpenetrated regions of the globe. Alphabet shares have dropped 6.8% year to date, underperforming the broader Zacks Computer & Technology sector's appreciation of 7%. GOOGL shares have underperformed Microsoft and Amazon, two of its closest competitors in the cloud computing domain. Image Source: Zacks Investment Research Alphabet's focus on leveraging AI to drive growth is a key catalyst. AI is infused heavily across its offerings, including Search, Google Cloud and Pixel. Alphabet has been taking up initiatives to improve its market share in Search through AI innovations. The addition of AI mode expands AI Overview's advanced reasoning, thinking and multimodal capabilities. AI Overviews is driving a more than 10% increase in the usage of Google for queries that support AI Overviews in Google's biggest markets, like India and the United States. AI Overview is currently used by more than 1.5 billion people monthly. AI mode is now available in the United States. Circle to Search has been another key catalyst driving user engagement. At the end of the first quarter of 2025, Circle to Search was available on 250 million devices, with usage increasing roughly 40% during the quarter. The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $2.12 per share, unchanged over the past 30 days, indicating 12.17% year-over-year growth. Alphabet Inc. price-consensus-chart | Alphabet Inc. Quote The consensus mark for 2025 earnings is pegged at $9.53 per share, unchanged over the past 30 days, suggesting 18.53% year-over-year growth. Regulatory headwinds like the lawsuit between the Department of Justice (DOJ) and GOOGL over Google Search are a concern. The DOJ argues that Google has inked anticompetitive deals with Apple and other companies for prime placement of its search engine and plans to break up Google to separate products like Chrome, Search and Android. DOJ's proposal doesn't bode well for Alphabet, given growing competition from AI-powered products like ChatGPT, Grok, DeepSeek, Perplexity and Meta is suffering from a lack of capacity, and until new capacity comes online this year, cloud revenues are expected to witness increased variability. The company expects to invest roughly $75 billion in capital expenditures in 2025, which is aimed at building up technical infrastructure, primarily for servers, followed by data centers and networking. Alphabet expects advertising revenue growth to be lower due to a challenging year-over-year comparison. The company enjoyed solid growth in the financial services vertical in 2024. The Value Score of C suggests a stretched valuation for Alphabet at this stock is trading at a premium, with a forward 12-month Price/Sales of 6.22X compared with the Zacks Internet Services industry's 5.33X. Image Source: Zacks Investment Research Alphabet's growing AI capabilities and significant investments in cloud computing bode well for long-term investors. So, investors who have already invested in GOOGL stock should stay stiff competition in the cloud space, as well as the search engine market and increasing regulatory headwinds make the GOOGL stock risky in the near currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point to start accumulating the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 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 Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
CNBC
07-07-2025
- Business
- CNBC
Citi raises price target on Nvidia, citing expanding AI opportunity
Citi see an expanding market for Nvidia's AI business as the company leads global sovereign AI build-outs and continues to scale Blackwell. Analyst Atif Malik raised his price target on Nvidia to $190 from $180, which suggests shares can jump 19.2% from their latest close. Malik's bullish thesis is partly driven by the uptick in sovereign AI demand , which refers to nations' efforts to produce and control their own AI infrastructure and data. "We believe sovereign demand is already contributing up to billions of dollars in 2025 and expect the mix of sovereign AI sales to step up in 2026," Malik wrote in a Monday note to clients. "Nvidia has line of sight to 10s of GW over the next couple of years for enterprise and sovereign AI factory buildouts and the company is involved in essentially every sovereign deal (1GW ~ $50B of Nvidia sales)." He modeled his 2028 total addressable market for Nvidia's data center, semis and AI businesses to reach $563 billion, 13% higher than his prior estimate. He also lifted his expectations on Nvidia's networking segment to $119 billion from $90 billion, citing larger AI training clusters and emerging scale-up intra-networking opportunities. Nvidia's Blackwell ramp is another bright spot for the stock story, according to Malik. "Regarding the pace of rack buildouts of GB200, we believe the concerns of potential bottlenecks in terms of supply are no longer justified as deployments are happening at a rapid pace," he said. "On GB300, we expect smooth transition as Nvidia likely learned from Hopper to B200 transition." CoreWeave last week became the first cloud provider to deploy systems that include Nvidia's next-generation GB300 NVL72 AI systems, also known as its Blackwell Ultra chips. Nvidia has said that Blackwell Ultra can produce 50 times more AI content compared to its predecessor, Blackwell.
