Group 1: NVIDIA Corporation - NVIDIA continues to dominate the GPU market, with a significant increase in revenue driven by demand for AI and gaming applications [1] - The company reported a revenue of $13.51 billion for the last quarter, representing a 101% year-over-year increase [1] - NVIDIA's data center revenue reached $10.32 billion, up 171% year-over-year, highlighting the growing importance of AI in its business model [1] Group 2: Nokia Corp ADR - Nokia has been focusing on expanding its 5G network solutions, which is expected to drive future growth [1] - The company reported a revenue increase of 7% year-over-year, reaching €6.5 billion, indicating a steady demand for its telecommunications equipment [1] - Nokia's operating profit margin improved to 12%, reflecting better cost management and operational efficiency [1] Group 3: CoreWeave Inc. - CoreWeave is positioning itself as a key player in the cloud computing space, particularly for AI workloads [1] - The company has seen a surge in demand for its services, leading to a revenue increase of 150% year-over-year [1] - CoreWeave's strategic partnerships with major tech firms are enhancing its market presence and service offerings [1]
Nvidia Deals: Round Tripping or Vendor Financing?