Acquisition and Regulatory Approval - Nvidia completed its $700 million acquisition of Israeli AI firm Run:ai after a series of regulatory roadblocks [5][9] - The European Commission granted unconditional approval to the deal in December, concluding it would not raise competition concerns [2][4] - The EU antitrust watchdog initially warned the deal threatened competition in the markets where the companies operate [10] Market Dominance and Antitrust Scrutiny - Nvidia dominates the AI graphics processor market with an 80% share [11] - The European Commission's probe focused on practices that could strengthen Nvidia's control over the GPU market [3] - The U S Department of Justice is investigating the acquisition on antitrust grounds [1] Run:ai's Software and Ecosystem - Run:ai plans to make its software open-source, enabling it to extend availability to the entire AI ecosystem [6][8] - Currently, Run:ai supports only Nvidia GPUs [6] Regulatory Environment - Regulators on both sides of the Atlantic have increased scrutiny of tech giants' acquisitions of startups due to concerns about potential rivals being shut down [7]

Investment Recommendation - Nvidia Corporation (NASDAQ: NVDA) is recommended as a buy due to the market's understanding of its risks and the reality being priced in [1] Analyst's Position - The analyst has no stock, option, or derivative position in any mentioned companies and no plans to initiate such positions within the next 72 hours [3] Subscription Offer - Tech Contrarians offers a subscription with a 20% discount, providing exclusive insights, curated watchlists, portfolio consultations, and live tracking of earnings updates for over 50 companies [2]

Nvidia Outlook for 2025 - The video discusses Nvidia (NVDA) and raises questions for investors considering holding the stock throughout 2025 [1] - Stock prices referenced are after-market prices from December 26, 2024 [2] - The video was published on December 26, 2024 [2]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Astera Labs - Core offerings include connectivity solutions based on PCI Express (PCIe), Compute Express Link (CXL), and Ethernet technologies, optimizing data flow and processing speeds in cloud-scale and AI-driven systems [4] - Recent product development includes Scorpio Smart Fabric Switches, designed to meet modern data center demands with enhanced connectivity and data management capabilities [4] - Quarterly revenue of $113.1 million, a 47% increase quarter-over-quarter and a 206% surge year-over-year [5] - GAAP net loss of $7.6 million, but non-GAAP net income of $40.3 million [5] - Q4 2024 revenue projected between $126 million and $130 million, with GAAP and non-GAAP gross margins around 75% [5] - Consensus Buy rating with an average price target of $98.67, some estimates as high as $142.00 [5] - Stock trading around $142 as of December 27, 2024, with a market capitalization of about $22 billion [11] - 52-week range of $36.22 to $147.36, year-to-date increase of 127.3% [11] - Specializes in connectivity solutions for cloud and AI infrastructure, enhancing data center performance [17] HashiCorp - Offers products like Terraform, Vault, Consul, and Nomad, streamlining infrastructure and security lifecycle management across multiple cloud platforms [19] - HashiCorp Cloud Platform (HCP) provides a fully managed cloud service, accelerating enterprise cloud migration and enhancing operational efficiency [19] - Pending acquisition by IBM for $35.00 per share, announced on April 24, 2024 [24] - Merger initially planned for Q4 2024, delayed to Q1 2025 due to regulatory issues [23] - Stock trading around $34 as of December 26, 2024, with a market capitalization of about $6.99 billion [28] - 52-week range of $20.89 to $34.33, year-to-date increase of 44.6% [28] - Q3 2025 revenue of $173.4 million, a 19% increase year-over-year [28] - GAAP net loss of $13.0 million, but non-GAAP net income of $26.9 million [28] - GAAP gross profit of $143.6 million, non-GAAP gross profit of $148.4 million [28] - Consensus Hold rating with an average price target of $32.08, some projections up to $38.00 [28] Industry Trends - 5G stocks present profitable opportunities, with specific stocks showing promise [3][7] - Large-cap tech companies like NVIDIA dominate headlines, but lesser-known software companies are delivering impressive returns and positioning for future growth [22] - AI and cloud sectors are burgeoning, driving demand for innovative solutions like those offered by Astera Labs and HashiCorp [6][21]

该公司用于AI基板订单满载。 不过，川岛表示，这可能仍不足以满足需求，该公司目前正在讨论何时启用剩余的50%产能。 揖斐电正在日本岐阜县建设一座新的基板工厂，预计2025年最后一季度先启用25%产能，并在2026年3 月前达到50%的产能。 财联社12月30日电，日本IC基板大厂揖斐电（Ibiden）社长河岛浩二表示，身为英伟达先进半导体所需 芯片封装基板的主要供应商，公司有必要加快产能扩增的脚步，以因应不断增长的需求。 河岛表示，这样的需求至少可望持续到明年全年。 (台湾经济日报) ...

Facing rising competition in the AI chip space, Nvidia is reportedly turning to robotics.The $3.3 trillion company, whose tech has helped drive the rise of artificial intelligence (AI), will launch the next version  of compact computers for humanoid robots — dubbed Jetson Thor — in the first half of next year, the Financial Times (FT) reported Sunday (Dec. 29).According to the report, Nvidia is jockeying to become the top platform in what it argues is a coming robotics boom. “The ChatGPT moment for physical ...

There are plenty of catalysts on the horizon that could propel the chipmaker to new heights.There's no denying that 2024 has been a banner year for Nvidia (NVDA -2.09%). The company cemented its position as the gold standard for graphics processing units (GPUs) that underpin artificial intelligence (AI), and the future continues to look bright. Since the AI revolution kicked off in early 2023, the stock has gained more than 850%, with 182% gains this year alone.But this doesn't tell the entire story. Over t ...

The share price of semiconductor giant Nvidia (NASDAQ: NVDA) has formed a promising pattern likely to anchor news highs as the stock seeks to reclaim the $140 mark.At the close of the last trading session, NVDA stock was valued at $137.01, reflecting daily losses of over 2%. However, on the weekly chart, the chipmaker has maintained a series of green sessions, up over 5%. On the other hand, the company’s venture into artificial intelligence (AI) has helped Nvidia’s share rally to 184% year-to-date. NVDA YTD ...