Latest news with #NVIDIA-powered
Yahoo
2 days ago
- Business
- Yahoo
NVIDIA's AI Factory Buildouts Double: Can Rivals Still Compete Now?
NVIDIA Corporation's NVDA AI factory business is expanding rapidly and could help the company stay ahead of its rivals. In the first quarter of fiscal 2026, NVDA reported that nearly 100 NVIDIA-powered AI factories are currently in progress, twice the number from a year ago. Each factory is also using more graphics processing units (GPUs) than before, showing strong demand for large-scale AI compute infrastructure. These AI factories use more than just NVIDIA chips. They also rely on NVIDIA's networking tools (like NVLink and Spectrum-X), software platforms (such as CUDA and NeMo) and full-stack systems. This makes it harder for customers to switch to other providers. Hence, once customers choose NVIDIA, they often stay. Governments and large enterprises across the world, including Saudi Arabia, Taiwan, the United Arab Emirates and the European Union, are working with NVIDIA to build sovereign AI infrastructure. Hyperscalers like Microsoft and Google are also expanding their use of NVIDIA's full-stack systems. Competitors may offer lower-cost hardware, but replicating NVIDIA's end-to-end solution remains a challenge. With software optimization, ongoing performance improvements and strong developer support, NVIDIA continues to strengthen its grip on the AI infrastructure market. In simple terms, NVIDIA is not just selling chips but building the foundation for the AI world with its networking and software tools. If this trend continues, it may become even harder for competitors to catch up. Two competitors, Advanced Micro Devices, Inc. AMD and Intel Corporation INTC, are also trying to grow in the AI infrastructure space, but they are far behind NVIDIA when it comes to AI factory buildouts. Advanced Micro Devices is gaining attention with its Instinct MI300X chips, which are designed for large AI workloads. Some major cloud companies like Microsoft and Meta are testing AMD's GPUs. However, Advanced Micro Devices does not yet offer a full-stack solution like NVIDIA. It lacks networking hardware and software tools at the same level as CUDA or NeMo. Intel is promoting its Gaudi 3 AI chips as a low-cost option for training and inference. However, Intel's AI ecosystem is still developing, and its overall AI market share remains small. It also does not offer a complete package that ties chips, software and networking together. Both companies are making progress, but NVIDIA's complete system gives it a strong lead. Shares of NVIDIA have risen around 15.1% year to date against the Zacks Computer and Technology sector's gain of 4.4%. Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 32.25, higher than the sector's average of 26.91. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVIDIA's fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 42.1% and 31.8%, respectively. The estimates for fiscal 2026 and fiscal 2027 have been revised upward in the past 30 days and seven days, respectively. Image Source: Zacks Investment Research NVIDIA currently carries a Zacks Rank #3 (Hold). 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 Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
25-03-2025
- Business
- Yahoo
Report: U.S. Pressures Malaysia to Curb Illegal Re-Exports of NVIDIA Chips to China
The United States is requesting Malaysia tighten oversight of advanced artificial intelligence chip exports, particularly those from NVIDIA (NVDA, Financials), amid concerns about unauthorized re-exports to China, according to Bloomberg. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Bloomberg said Malaysia is creating a special government task force to track NVIDIA technology exports, especially servers with sophisticated artificial intelligence components. The action comes after more general U.S. attempts to stop the supply of limited semiconductors to China via third nations such Malaysia and stop China from getting high-end chips that would enhance its military and artificial intelligence capabilities, Washington has tightened export limits in recent years. Although direct exports to China are already limited, recent gaps are said to have allowed billions of dollars worth of chips to get to Chinese consumers via Southeast Asia, according to the Bloomberg at around $390 million, Singaporean officials just thwarted a transaction involving the illegal export of NVIDIA-powered artificial intelligence servers to China. That event drew more attention to supply networks in the area, notably in is no obvious proof, according to Malaysian Minister of Investment, Trade and Industry Zafrul Aziz, that Malaysia is participating in the illegal re-exports. He said to Bloomberg that the imported chips were most likely meant for local development of AI infrastructure rather than illegal build its homegrown AI ecosystem, including data centers and computing capacity, Malaysia has drawn more than $25 billion in technology-related investments. The government contends that local demand for NVIDIA chips is rising as a consequence, rather than acting as a smuggling conduit to means of rigorous export regulations, the United States has been increasing its attempts to prevent China from obtaining high-performance computer technology. Those regulations have made Malaysia's involvement in regional semiconductor supply chains more disturbance in this unofficial re-export pipeline might perhaps influence NVIDIA's data center income, particularly in light of Singapore's significance as a key AI server hub for re-export, Bloomberg said. This article first appeared on GuruFocus. Sign in to access your portfolio
TECHx
19-02-2025
- Business
- TECHx
TECHx Media MBUZZ and 6G AI to Launch NVIDIA-Powered AI Cloud in Sweden
MBUZZ and 6G AI to Launch NVIDIA-Powered AI Cloud in Sweden News Desk - Share MBUZZ and 6G AI Sweden AB have announced the launch of their cutting-edge AI Cloud, powered by NVIDIA accelerated computing, set for April 2025. The partnership, initially formalized on October 14th at the GITEX conference in Dubai, will introduce the 6G AI Cloud to Sweden, enabling local industries to lead in AI innovation. The collaboration leverages NVIDIA's accelerated computing technologies, providing Swedish companies with access to advanced AI and high-performance computing. This move follows Sweden's legacy as a pioneer in telecommunication and digital technologies. Nawaf Mohammed Al Shammari, Chairman of MBUZZ (NVIDIA Elite Partner), commented, 'MBUZZ's engagement with 6G AI exemplifies our firm commitment to shaping the future of AI cloud computing. The upcoming launch of 6G AI's NVIDIA-powered Sovereign AI Cloud in Sweden demonstrates our dedication to empowering AI cloud providers with world-class infrastructure. This milestone reinforces our vision of driving the expansion of global AI ecosystems at scale.' The 6G AI Cloud will unlock next-generation AI capabilities for Swedish businesses, giving them access to NVIDIA's ecosystem of over 70 pretrained Generative AI models and pre-developed use cases. This cloud-native platform, designed for developers, researchers, and enterprises, facilitates the faster deployment of superior AI solutions at lower costs. Uniquely, the 6G AI Sweden Cloud will be hosted in Sweden, ensuring all data stays within national borders and complying with Sweden's sovereignty requirements. This collaboration strengthens 6G AI's position in Sweden's AI ecosystem, delivering scalable and sovereign AI solutions to foster innovation across industries. M.A. Zaman, Chairman of 6G AI Sweden AB, added, 'We strongly believe that Sweden, with a tradition of being at the forefront of telecommunications and pioneering advanced technologies, is uniquely positioned to drive the next wave of AI innovation. The timing is ideal to establish a Sovereign AI Cloud platform to empower Swedish companies, research institutes, and government agencies to develop state-of-the-art AI solutions, ensuring that data scientists across industries have the tools and capabilities to push the boundaries of AI-driven advancements, without the risk of having their data and AI solutions exposed to foreign government interests.'
Yahoo
05-02-2025
- Business
- Yahoo
Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?
Super Micro Computer (NASDAQ:SMCI) just lit up the market, jumping over 10% as of 12.07pm on Wednesday after announcing full-scale production of its AI data center solutions powered by NVIDIA's (NASDAQ:NVDA) Blackwell platform. The company's latest liquid-cooled and air-cooled systems promise serious firepower for AI workloads, with CEO Charles Liang emphasizing that these innovations push data center capabilities to the next level. This follows an 8.6% surge on Tuesday after Supermicro confirmed it will provide a fiscal Q2 business update on February 11fueling investor speculation. Warning! GuruFocus has detected 5 Warning Signs with SMCI. But here's the twistdespite the rally, SMCI is still down nearly 45% over the past year, thanks to financial reporting delays that have Wall Street on edge. The Nasdaq has put the company on notice: file those annual accounts by February 25 or risk delisting. That uncertainty is keeping some investors on the sidelines, even as the AI wave builds. The stock's sharp moves suggest the market is betting big on Supermicro's AI momentum, but with a regulatory deadline looming, it's not without risk. What happens next? If Supermicro clears its financial hurdles, it could cement itself as a critical player in AI infrastructure, with its rack-scale SuperCluster solutions and NVIDIA-powered systems leading the charge. But miss the deadline, and the stock could take a serious hit. Right now, the company is walking a fine line between AI-fueled potential and regulatory uncertaintyinvestors just have to decide which side of the bet they're on. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
05-02-2025
- Business
- Yahoo
Supermicro Soars 10%, But a Major Deadline Looms--Will AI Hype Be Enough to Save It?
Super Micro Computer (NASDAQ:SMCI) just lit up the market, jumping over 10% as of 12.07pm on Wednesday after announcing full-scale production of its AI data center solutions powered by NVIDIA's (NASDAQ:NVDA) Blackwell platform. The company's latest liquid-cooled and air-cooled systems promise serious firepower for AI workloads, with CEO Charles Liang emphasizing that these innovations push data center capabilities to the next level. This follows an 8.6% surge on Tuesday after Supermicro confirmed it will provide a fiscal Q2 business update on February 11fueling investor speculation. Warning! GuruFocus has detected 5 Warning Signs with SMCI. But here's the twistdespite the rally, SMCI is still down nearly 45% over the past year, thanks to financial reporting delays that have Wall Street on edge. The Nasdaq has put the company on notice: file those annual accounts by February 25 or risk delisting. That uncertainty is keeping some investors on the sidelines, even as the AI wave builds. The stock's sharp moves suggest the market is betting big on Supermicro's AI momentum, but with a regulatory deadline looming, it's not without risk. What happens next? If Supermicro clears its financial hurdles, it could cement itself as a critical player in AI infrastructure, with its rack-scale SuperCluster solutions and NVIDIA-powered systems leading the charge. But miss the deadline, and the stock could take a serious hit. Right now, the company is walking a fine line between AI-fueled potential and regulatory uncertaintyinvestors just have to decide which side of the bet they're on. This article first appeared on GuruFocus. Sign in to access your portfolio
