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Nvidia(NVDA) - 2025 FY - Earnings Call Transcript
2025-06-25 17:00
Financial Data and Key Metrics Changes - Revenue more than doubled to $130 billion, with operating income and EPS growing by 147% [39][53] - Blackwell's rollout debuted with $11 billion in sales in the fourth quarter and more than doubled in the first quarter of the following year [38][39] Business Line Data and Key Metrics Changes - Nearly 100 NVIDIA AI-powered factories are currently being built, which is double the number from the previous year, with the average number of GPUs per factory also doubling [38] - The transition from Hopper to Blackwell represents a significant advancement in AI infrastructure, with Blackwell designed for real-time inference applications [37][39] Market Data and Key Metrics Changes - Demand for AI compute is surging due to innovative applications like ChatGPT and the proliferation of generative AI applications [58] - AI factories require tens of gigawatts of infrastructure to be built in the coming years, positioning NVIDIA uniquely to capture this opportunity [59] Company Strategy and Development Direction - NVIDIA is transitioning from a chip company to an AI infrastructure and computing platform company, focusing on building a full-stack data center scale platform [35][36] - The company is investing heavily in AI and robotics, with a multi-trillion dollar growth opportunity identified in these sectors [58][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining leadership positions despite competition, citing a large and growing footprint of data center infrastructure and a strong ecosystem of partners [55][56] - The company views AI as the future of computing, with every industry expected to be affected, including gaming [61] Other Important Information - NVIDIA has returned capital to shareholders through share repurchases and dividends, utilizing $33.7 billion for share repurchases and paying $834 million in dividends in fiscal 2025 [67] - The company completed a 10-for-1 stock split in fiscal 2025 and regularly reviews its capital return program [67] Q&A Session Summary Question: How can NVIDIA improve sales given competition? - Management highlighted a multi-trillion dollar growth opportunity with AI and robotics, emphasizing their leadership in the market and continuous innovation [55][56] Question: Where do you see growth and profit opportunities for NVIDIA? - Growth opportunities are identified in AI compute and robotics, with significant demand for AI infrastructure and autonomous vehicles [58][60] Question: What is NVIDIA's plan if there's a sudden loss of interest in artificial intelligence? - Management reiterated that AI is the future of computing and investments in AI will enhance features across products, including gaming [61][62] Question: What is NVIDIA's strategy for parallel quantum computing? - The company is advancing quantum computing through its CUDA Q platform, which integrates GPUs and quantum processing units [64][66] Question: Will NVIDIA increase its dividend or consider another stock split? - NVIDIA has returned capital through share repurchases and dividends, and the board regularly reviews the capital return program [67]
Rio Tinto Jointly Invests $1.6B in Hope Downs 2 Project in Pilbara
ZACKS· 2025-06-25 16:56
Core Insights - Rio Tinto Group (RIO) plans to invest $1.6 billion in the Hope Downs 2 iron ore project in Western Australia's Pilbara region, with RIO's share being $800 million, highlighting its commitment to Australian iron ore and the sustainability of Pilbara's production [1][7] Project Details - The Hope Downs 2 project will develop two iron ore pits, expected to produce 31 million tons per year, significantly enhancing the joint venture's long-term production output [2][7] - The project has received all necessary state and federal government approvals, marking a significant milestone for RIO as it invests in next-generation iron ore mines in Pilbara [2] - Infrastructure development will include railway crossings, haul roads, and realigning 6km of the Great Northern Highway, with ore transported to Hope Downs 1 for processing, and production anticipated to start in 2027 [3] Employment Impact - The project is expected to create over 950 jobs during construction and support around 1,000 full-time roles once operational [4][7] Broader Investment Strategy - RIO plans to invest more than $13 billion in new mines, plants, and equipment from 2025 to 2027, including a $1.2 billion investment to modernize its Isle-Maligne hydroelectric power plant in Quebec, Canada [5] Stock Performance - Over the past year, RIO's shares have declined by 8.7%, contrasting with a 0.2% decline in the industry [6]
Besra Gold Announces Significant Strides in Jugan Project BFS H1 2025 Jugan Project Update
Newsfile· 2025-06-25 16:55
Besra Gold Announces Significant Strides in Jugan Project BFS H1 2025 Jugan Project UpdateJune 25, 2025 12:55 PM EDT | Source: Besra Gold Inc.HighlightsH1 2025 has seen significant strides in derisking key Bankable Feasibility Study (BFS) workstreams for the Jugan Project during H1 2025 including:Metallurgical test work.Trialling alternative processing techniques.Geotechnical assessment and tailings management studies.Hydrogeological groundwater studies.Mineral Resource Estimate update for Jug ...
@高考生 让你秒变未来影像 “魔法师”的新专业了解一下
Yang Shi Wang· 2025-06-25 16:54
央视网消息:用AI创作电影、设计自己的虚拟世界、制作一部VR沉浸式作品,如果你想做一名开启未来影像新世界的"魔法师",那你可以考虑中国传媒大 学今年新开设的智能影像艺术专业。 中国传媒大学戏剧影视学院副院长 孙斌:智能影像艺术专业是以人工智能技术和影像艺术深度融合为核心,它整合了戏剧影视学、设计学、计算机科学与 技术等多学科的专业知识,聚焦在智能影像、沉浸式媒介、多模态交互等前沿的领域,希望能培养出兼具艺术创意、智能技术应用及跨媒介叙事能力的这种 复合型的创新人才。 在这个专业学习,你可以走进"虚拟片场",通过动作捕捉参与虚拟场景里的人物表演,用虚拟作品,为影视创作注入新活力。你可以重塑戏剧的表现形式, 通过AR眼镜可以欣赏数字戏剧。未来,你也可以通过天马行空的想象,来创造属于你的数字戏剧新时空。你还能从单纯的影像创造者变身虚拟世界的建构 师,如今爆火的沉浸式VR大空间已经成为传媒大学的教学场景,同学们可以从体验者深度参与到这场视听革命中。 这里既有跨学院的协作,也有跟头部企业合作的实践项目,让同学们在最前沿锤炼专业技能。 专业集群带你看 "艺术+数字" 推动文娱产业加速转型 当前,拥抱智能化、数字化浪潮,传 ...
LME期铜收涨44美元,报9712美元/吨。LME期铝收跌16美元,报2564美元/吨。LME期锌收涨23美元,报2704美元/吨。LME期铅收涨13美元,报2032美元/吨。LME期镍收涨154美元,报15074美元/吨。LME期锡收涨874美元,报33193美元/吨。LME期钴收平,报33335美元/吨。
news flash· 2025-06-25 16:54
LME期铝收跌16美元,报2564美元/吨。 LME期锌收涨23美元,报2704美元/吨。 LME期铅收涨13美元,报2032美元/吨。 LME期镍收涨154美元,报15074美元/吨。 LME期锡收涨874美元,报33193美元/吨。 LME期钴收平,报33335美元/吨。 LME期铜收涨44美元,报9712美元/吨。 ...
股市必读:市北高新6月25日涨停收盘,收盘价5.32元
Sou Hu Cai Jing· 2025-06-25 16:53
交易信息汇总 截至2025年6月25日收盘,市北高新(600604)报收于5.32元,上涨9.92%,涨停,换手率3.73%,成交量 52.53万手,成交额2.7亿元。 当日关注点 市北高新发布2024年年度权益分派实施公告,主要内容如下:- A股每股现金红利0.01元,B股每股现金 红利0.001391美元。- 相关日期: - A股股权登记日:2025年6月30日 - 除权(息)日:2025年7月1日 - 现金红利发放日:2025年7月1日(A股),2025年7月17日(B股) - B股股权登记日:2025年7月3日 - 最后交易日:2025年6月30日- 分红送转:本次利润分配以方案实施前的公司总股本1,873,304,804股为基 数,每股派发现金红利0.01元(含税),共计派发现金红利18,733,048.04元。- 红利发放方式:无限售 条件流通股的红利委托中国结算上海分公司派发,上海市北高新(集团)有限公司为自行发放对象。- 税务处理: - 自然人股东和证券投资基金暂不扣缴个人所得税,实际派发每股现金红利人民币0.01元 (含税)。 - 合格境外机构投资者(QFII)股东按10%的企业所得税率代扣 ...
“碳”路向未来——我国加快推进经济社会绿色低碳转型
Xin Hua She· 2025-06-25 16:52
新华财经北京6月25日电(记者高敬、吴书光、王凯)"碳路先锋、绿动未来"——6月25日,2025年"全 国低碳日"主场活动在浙江杭州举行,充分展现我国应对气候变化的显著成效和生动实践。 习近平总书记指出,绿色转型是应对气候变化的必由之路,也是经济社会发展的新引擎。 今年是《巴黎协定》达成10周年,也是我国宣布碳达峰碳中和目标5周年。从绿色低碳出行到生活垃圾 减量,从"绿"电点亮生活到开发节能建筑……中国着力推动经济社会发展全面绿色转型,以实践书写绿 色低碳发展的新答卷。 充满"绿意"的数据,印证应对气候变化工作新成效 湖州的一支翠竹借助"竹林碳汇"项目"点绿成金"、台州的海洋塑料垃圾"变身"高端商品、每天数十万人 搭乘杭州地铁2号线这条"零碳线路"……在浙江,这样的绿色低碳故事每天都在上演,成为我国应对气 候变化工作的一个缩影。 "我国高度重视应对气候变化工作,把绿色低碳发展作为国民经济和社会发展规划的重要组成部分。"在 主场活动上,生态环境部副部长李高表示。 我国实施积极应对气候变化国家战略,构建完成碳达峰碳中和"1+N"政策体系,推动产业和能源结构调 整,采取一系列措施,应对气候变化取得积极进展。 一组充 ...
Upbound Group (UPBD) is a Top Dividend Stock Right Now: Should You Buy?
ZACKS· 2025-06-25 16:51
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a m ...
Why Central Pacific Financial (CPF) is a Top Dividend Stock for Your Portfolio
ZACKS· 2025-06-25 16:51
Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its di ...
欧林生物: 成都欧林生物科技股份有限公司前次募集资金使用情况专项报告
Zheng Quan Zhi Xing· 2025-06-25 16:47
证券代码:688319 证券简称:欧林生物 公告编号:2025-025 成都欧林生物科技股份有限公司 前次募集资金使用情况专项报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 根据中国证券监督管理委员会《监管规则适用指引—发行类第 7 号》的相关 规定,成都欧林生物科技股份有限公司(以下简称"本公司"或"公司")将截 至 2025 年 3 月 31 日止前次募集资金使用情况报告如下: 一、前次募集资金基本情况 (一)实际募集资金金额、资金到位情况 经中国证券监督管理委员会《关于同意成都欧林生物科技股份有限公司首次 公开发行股票注册的批复》(证监许可【2021】1397 号)文件核准,公司向社 会公开发行人民币普通股 40,530,000.00 股,实际发行人民币普通股 40,530,000.00 股,发行价为每股人民币 9.88 元。本次募集资金总额为人民币 400,436,400.00 元,扣减含税承销费、保荐费等发行费用人民币 41,599,126.62 元(含税),募 集资金净额为人民币 358,837,273. ...