"AI Showdown" between Microsoft and Google: Did Nvidia benefit as a mediator?
This article uses auto-translation in part.
The two dominant players in the AI field. $Microsoft (MSFT.US)$and $Alphabet-C (GOOG.US)$As companies focus on artificial intelligence (AI), they may become the "biggest winners" in the infrastructure transformation. $NVIDIA (NVDA.US)$This week, Google and Microsoft announced their earnings reports. Both companies have stated plans to invest heavily in artificial intelligence (AI) over the next year. As a result, analysts have financial estimates of Nvidia's future earnings.
Next year, both Google and Microsoft have announced plans to invest heavily in artificial intelligence (AI). As a result, analysts have financial estimates of Nvidia's future earnings.Showing a positive attitude..
Jeffries Securities analyst Mark Lipacis pointed out that our financial estimates for NVIDIA may be too conservative due to comments on capital expenditure and AI expenditure. According to Lipacis, the reasons for his optimistic view on NVIDIA's future earnings are as follows:Optimistic view onare as follows:
- Ruth Porat, the Chief Financial Officer (CFO) of Google, stated during the earnings call that the company will continue to invest in high-level cloud data centers for the remaining period of this year, expecting sustainable growth until 2024. She emphasized the need to increase investment to support the opportunities seen in AI.
- Satya Nadella, the Chief Executive Officer (CEO) of Microsoft, emphasized the importance of speed in monetizing AI during the earnings call held on the 25th, stating that they aim to lead AI platforms at every layer.
- According to Microsoft's latest report, Amy Hood, the Chief Financial Officer (CFO), plans to accelerate investments in the cloud to meet the demand for AI platforms. They anticipate that capital investments will increase on a quarterly basis throughout the fiscal year to respond to demand signals. The main targets for capital investment are data centers, CPU chips, GPU chips, and network equipment.
- The latest investment plans from Microsoft and Google are evidence of the tech giants leading the AI infrastructure transformation, which is considered a significant positive factor for Nvidia.
- According to BofA, Nvidia holds approximately 75% of the AI semiconductor market share. On the other hand, only 10% of the world's cloud servers are equipped with chips suitable for AI projects.- Nvidia's stock price hasincreased by approximately 75%.In contrast, only 10% of the world's cloud servers are equipped with chips suitable for AI projects.- Nvidia's stock price has increased by approximately 75%. However, only 10% of the world's cloud servers are equipped with chips suitable for AI projects.
increased since the beginning of this year.217%Increased by more than
This article uses auto-translation in part.
moomoo news - Zoe
moomoo news - Zoe
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
フォン グエン : nice