Nvidia Gives "Underwhelming" Report After Two Years of Blowouts

Bloomberg02-27

Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...

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Comments

InvestToRetire
02-27
InvestToRetire
Looks like Nvidia is going to have tough time selling chips as before. Will buy more when price comes down a bit more to hedge risk.
neo26000
02-27
neo26000
The expectations for NVIDIA's results were sky-high, so it’s interesting to see such a subdued reaction. It seems like some investors might be holding off to sell after the results, while others are in it for the long haul. What will happen in Thursday's trading is anyone’s guess. Personally, I’m leaning bearish in the short term. As for the medium to long term, it’s tough to say, especially with the uncertainty around any potential executive orders Trump could sign in the coming months.
xnovan
02-27
xnovan
Good, keep it up Nvidia
Ping23
02-27
Ping23
NVIDIA earnings per share was 84 cents, which is not very promising. NVIDIA stock price could slide below $120 soon. Remember just a few weeks ago NVIDIA shares were selling above $142 each. I had some NVIDIA shares I bought at that price but we're able to narrow down my average buying price at $127. Thanks God I sold all my NVIDIA shares only few days ago just above $132per. Now I will be waiting to buy back NVDA shares below $120 again soon.
- SmlTrader:
  I thinn you are trading and not investing.
- SmlTrader:
  I think you are trading and not investing.
- xnovan:
  0.89 per shares, your info is falsely
Margaritas
02-27
Margaritas
Thanks so much I'm watching a live streaming of the call / analysis - but this is good to know as I'm watching the price go up & down post mkt 👩🙏

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Analysts had estimated $42.3 billion on average, with some projections ranging as high as $48 billion.The company also warned that gross profit margins would be tighter than anticipated as it rushes to roll out a new chip design called Blackwell. And there’s the risk of US tariffs weighing on results. After fluctuating between gains and losses, Nvidia shares were down 2% in overnight trading.The mixed outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also has sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.Though Nvidia executives addressed most of those issues, it’s become harder for the company to produce blockbuster earnings reports.“Guidance was slightly underwhelming,” Edward Jones analyst Logan Purk said in a report. But early sales of the Blackwell chip should help ease investor concerns after earlier reports of production delays, he said.The company got $11 billion of revenue from Blackwell in the fourth quarter, something Nvidia described as the “fastest product ramp” in its history. “Demand for Blackwell is amazing,” Chief Executive Officer Jensen Huang said in the statement.Though the company’s fiscal fourth-quarter sales topped analysts’ estimates, they did so by the smallest margin since February 2023. Earnings, meanwhile, had the narrowest amount of upside since November 2022, according to data compiled by Bloomberg.The stock had been down 2.2% this year, following stratospheric gains in 2023 and 2024 that turned Nvidia into the world’s most valuable chipmaker.Nvidia has been the biggest beneficiary of a massive surge in AI spending, doubling the size of its revenue the past two years. Many of the largest technology companies are pouring tens of billions of dollars into data center hardware, and Nvidia is the dominant seller of processors that create and run AI software.Along the way, Nvidia and its CEO have become synonymous with the AI revolution — and the biggest bellwether for how it’s progressing. Huang has spent much of the past two years crisscrossing the world as an evangelist for AI technology and believes it’s still in the early stages of spreading throughout the economy.Sales in the fourth quarter, which ended Jan. 26, rose to $39.3 billion. That matched estimates, though some projections ranged as high as $42 billion. Underlining just how quickly the company has grown: Its latest quarterly sales were bigger than Nvidia’s annual revenue two years ago, when it totaled $27 billion.Profit was 89 cents a share, minus certain items. Wall Street was looking for 84 cents.“We will grow strongly in 2025,” Huang said during a conference call with analysts.The data center unit, by far Nvidia’s biggest source of revenue, generated sales of $35.6 billion. That beat the average estimate of $34.1 billion. Gaming-related sales — once Nvidia’s core business — amounted to $2.5 billion. Analysts projected $3.02 billion on average. Automotive was $570 million.The data center division alone now has more revenue than rivals Intel Corp. and Advanced Micro Devices Inc. generate in total, combined.Nvidia made its name by selling graphics processors, but discovered that the technology also has applications for AI. Its chips help software models during the training process, when they learn to recognize and respond to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as ChatGPT.Heading into the earnings report, analysts had expressed concern about near-term growth in Nvidia’s biggest business, which serves data center customers. The big question was whether supply constraints and a shift to Blackwell would slow growth. The new technology is more sophisticated, bringing manufacturing challenges.DeepSeek added to the worries after releasing a powerful AI model that it said required far fewer resources to create. The announcement in late January led to a widespread selloff in AI-related shares. Nvidia shed a staggering $589 billion of capital in one day of trading, a record for the markets.But key Nvidia customers, such as Microsoft Corp., have maintained their capital expenditure plans, suggesting that the AI spending surge will remain strong.During the conference call, Huang argued that DeepSeek will stoke interest in a new approach to AI, expanding demand for Nvidia products. The DeepSeek model relies on fine-tuning, so it will require more computing sessions than the “one shot” training of other software, he said. In fact, the approach might require millions of times more computing power than today, he said.“Future reasoning models can consume much more compute,” Huang said, calling DeepSeek’s model “an excellent innovation.”Though Blackwell will help handle those computing tasks, the rollout has come at a cost. The expense of getting the product to market has weighed on profit margins, Nvidia said. The savings will come later when the company is able to refine its supply chain, according to Chief Financial Officer Colette Kress. Gross margin, or the percent of revenue remaining after deducting the cost of production, will return to a “mid-70s” percentage by the end of the year.In the current quarter, that measure will be about 71%, Nvidia said, about a point below the average of analysts’ estimates.Nvidia has only missed analysts’ estimates on quarterly revenue once in the past five years. And it has exceeded expectations by more than 10% in recent periods, creating a high bar for its performance.“We think it will be challenging for management to continue to significantly beat expectations for future growth,” Edwards Jones’ Purk said.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":408077545955744,"gmtCreate":1740624563446,"gmtModify":1740624568196,"author":{"id":"4172323236375242","authorId":"4172323236375242","name":"InvestToRetire","avatar":"https://community-static.tradeup.com/news/8d70dd9ca2f57b29c925c8b6753b8061","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"4172323236375242","authorIdStr":"4172323236375242"},"htmlText":"Looks like Nvidia is going to have tough time selling chips as before. Will buy more when price comes down a bit more to hedge risk.","listText":"Looks like Nvidia is going to have tough time selling chips as before. Will buy more when price comes down a bit more to hedge risk.","text":"Looks like Nvidia is going to have tough time selling chips as before. Will buy more when price comes down a bit more to hedge risk.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/408077545955744","repostId":2514898614,"repostType":2,"repost":{"id":"2514898614","kind":"highlight","pubTimestamp":1740607465,"share":"https://ttm.financial/m/news/2514898614?lang=en_US&edition=fundamental","pubTime":"2025-02-27 06:04","market":"nz","language":"en","title":"Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2514898614","media":"Bloomberg","summary":" $NVIDIA(NVDA)$ forecast first-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its market-leading artificial intelligence chips and said demand for its new Blackw","content":"<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gives \"Underwhelming\" Report After Two Years of Blowouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 06:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514898614","content_text":"Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers on Wednesday, drawing a muted response from investors accustomed to blowout results.Sales will be about $43 billion in the fiscal first quarter, which runs through April, Nvidia said in a statement. Analysts had estimated $42.3 billion on average, with some projections ranging as high as $48 billion.The company also warned that gross profit margins would be tighter than anticipated as it rushes to roll out a new chip design called Blackwell. And there’s the risk of US tariffs weighing on results. After fluctuating between gains and losses, Nvidia shares were down 2% in overnight trading.The mixed outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also has sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.Though Nvidia executives addressed most of those issues, it’s become harder for the company to produce blockbuster earnings reports.“Guidance was slightly underwhelming,” Edward Jones analyst Logan Purk said in a report. But early sales of the Blackwell chip should help ease investor concerns after earlier reports of production delays, he said.The company got $11 billion of revenue from Blackwell in the fourth quarter, something Nvidia described as the “fastest product ramp” in its history. “Demand for Blackwell is amazing,” Chief Executive Officer Jensen Huang said in the statement.Though the company’s fiscal fourth-quarter sales topped analysts’ estimates, they did so by the smallest margin since February 2023. Earnings, meanwhile, had the narrowest amount of upside since November 2022, according to data compiled by Bloomberg.The stock had been down 2.2% this year, following stratospheric gains in 2023 and 2024 that turned Nvidia into the world’s most valuable chipmaker.Nvidia has been the biggest beneficiary of a massive surge in AI spending, doubling the size of its revenue the past two years. Many of the largest technology companies are pouring tens of billions of dollars into data center hardware, and Nvidia is the dominant seller of processors that create and run AI software.Along the way, Nvidia and its CEO have become synonymous with the AI revolution — and the biggest bellwether for how it’s progressing. Huang has spent much of the past two years crisscrossing the world as an evangelist for AI technology and believes it’s still in the early stages of spreading throughout the economy.Sales in the fourth quarter, which ended Jan. 26, rose to $39.3 billion. That matched estimates, though some projections ranged as high as $42 billion. Underlining just how quickly the company has grown: Its latest quarterly sales were bigger than Nvidia’s annual revenue two years ago, when it totaled $27 billion.Profit was 89 cents a share, minus certain items. Wall Street was looking for 84 cents.“We will grow strongly in 2025,” Huang said during a conference call with analysts.The data center unit, by far Nvidia’s biggest source of revenue, generated sales of $35.6 billion. That beat the average estimate of $34.1 billion. Gaming-related sales — once Nvidia’s core business — amounted to $2.5 billion. Analysts projected $3.02 billion on average. Automotive was $570 million.The data center division alone now has more revenue than rivals Intel Corp. and Advanced Micro Devices Inc. generate in total, combined.Nvidia made its name by selling graphics processors, but discovered that the technology also has applications for AI. Its chips help software models during the training process, when they learn to recognize and respond to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as ChatGPT.Heading into the earnings report, analysts had expressed concern about near-term growth in Nvidia’s biggest business, which serves data center customers. The big question was whether supply constraints and a shift to Blackwell would slow growth. The new technology is more sophisticated, bringing manufacturing challenges.DeepSeek added to the worries after releasing a powerful AI model that it said required far fewer resources to create. The announcement in late January led to a widespread selloff in AI-related shares. Nvidia shed a staggering $589 billion of capital in one day of trading, a record for the markets.But key Nvidia customers, such as Microsoft Corp., have maintained their capital expenditure plans, suggesting that the AI spending surge will remain strong.During the conference call, Huang argued that DeepSeek will stoke interest in a new approach to AI, expanding demand for Nvidia products. The DeepSeek model relies on fine-tuning, so it will require more computing sessions than the “one shot” training of other software, he said. In fact, the approach might require millions of times more computing power than today, he said.“Future reasoning models can consume much more compute,” Huang said, calling DeepSeek’s model “an excellent innovation.”Though Blackwell will help handle those computing tasks, the rollout has come at a cost. The expense of getting the product to market has weighed on profit margins, Nvidia said. The savings will come later when the company is able to refine its supply chain, according to Chief Financial Officer Colette Kress. Gross margin, or the percent of revenue remaining after deducting the cost of production, will return to a “mid-70s” percentage by the end of the year.In the current quarter, that measure will be about 71%, Nvidia said, about a point below the average of analysts’ estimates.Nvidia has only missed analysts’ estimates on quarterly revenue once in the past five years. And it has exceeded expectations by more than 10% in recent periods, creating a high bar for its performance.“We think it will be challenging for management to continue to significantly beat expectations for future growth,” Edwards Jones’ Purk said.","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":407919177191744,"gmtCreate":1740612869001,"gmtModify":1740618731194,"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/11d50ec0d6202770a8629aa7f06a5d4f","vip":1,"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":12,"crmLevelSwitch":1,"idStr":"4131703342800552","authorIdStr":"4131703342800552"},"htmlText":"The expectations for NVIDIA's results were sky-high, so it’s interesting to see such a subdued reaction. It seems like some investors might be holding off to sell after the results, while others are in it for the long haul. What will happen in Thursday's trading is anyone’s guess. Personally, I’m leaning bearish in the short term. As for the medium to long term, it’s tough to say, especially with the uncertainty around any potential executive orders Trump could sign in the coming months.","listText":"The expectations for NVIDIA's results were sky-high, so it’s interesting to see such a subdued reaction. It seems like some investors might be holding off to sell after the results, while others are in it for the long haul. What will happen in Thursday's trading is anyone’s guess. Personally, I’m leaning bearish in the short term. As for the medium to long term, it’s tough to say, especially with the uncertainty around any potential executive orders Trump could sign in the coming months.","text":"The expectations for NVIDIA's results were sky-high, so it’s interesting to see such a subdued reaction. It seems like some investors might be holding off to sell after the results, while others are in it for the long haul. What will happen in Thursday's trading is anyone’s guess. Personally, I’m leaning bearish in the short term. As for the medium to long term, it’s tough to say, especially with the uncertainty around any potential executive orders Trump could sign in the coming months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407919177191744","repostId":2514898614,"repostType":2,"repost":{"id":"2514898614","kind":"highlight","pubTimestamp":1740607465,"share":"https://ttm.financial/m/news/2514898614?lang=en_US&edition=fundamental","pubTime":"2025-02-27 06:04","market":"nz","language":"en","title":"Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2514898614","media":"Bloomberg","summary":" $NVIDIA(NVDA)$ forecast first-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its market-leading artificial intelligence chips and said demand for its new Blackw","content":"<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gives \"Underwhelming\" Report After Two Years of Blowouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 06:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514898614","content_text":"Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers on Wednesday, drawing a muted response from investors accustomed to blowout results.Sales will be about $43 billion in the fiscal first quarter, which runs through April, Nvidia said in a statement. Analysts had estimated $42.3 billion on average, with some projections ranging as high as $48 billion.The company also warned that gross profit margins would be tighter than anticipated as it rushes to roll out a new chip design called Blackwell. And there’s the risk of US tariffs weighing on results. After fluctuating between gains and losses, Nvidia shares were down 2% in overnight trading.The mixed outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also has sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.Though Nvidia executives addressed most of those issues, it’s become harder for the company to produce blockbuster earnings reports.“Guidance was slightly underwhelming,” Edward Jones analyst Logan Purk said in a report. But early sales of the Blackwell chip should help ease investor concerns after earlier reports of production delays, he said.The company got $11 billion of revenue from Blackwell in the fourth quarter, something Nvidia described as the “fastest product ramp” in its history. “Demand for Blackwell is amazing,” Chief Executive Officer Jensen Huang said in the statement.Though the company’s fiscal fourth-quarter sales topped analysts’ estimates, they did so by the smallest margin since February 2023. Earnings, meanwhile, had the narrowest amount of upside since November 2022, according to data compiled by Bloomberg.The stock had been down 2.2% this year, following stratospheric gains in 2023 and 2024 that turned Nvidia into the world’s most valuable chipmaker.Nvidia has been the biggest beneficiary of a massive surge in AI spending, doubling the size of its revenue the past two years. Many of the largest technology companies are pouring tens of billions of dollars into data center hardware, and Nvidia is the dominant seller of processors that create and run AI software.Along the way, Nvidia and its CEO have become synonymous with the AI revolution — and the biggest bellwether for how it’s progressing. Huang has spent much of the past two years crisscrossing the world as an evangelist for AI technology and believes it’s still in the early stages of spreading throughout the economy.Sales in the fourth quarter, which ended Jan. 26, rose to $39.3 billion. That matched estimates, though some projections ranged as high as $42 billion. Underlining just how quickly the company has grown: Its latest quarterly sales were bigger than Nvidia’s annual revenue two years ago, when it totaled $27 billion.Profit was 89 cents a share, minus certain items. Wall Street was looking for 84 cents.“We will grow strongly in 2025,” Huang said during a conference call with analysts.The data center unit, by far Nvidia’s biggest source of revenue, generated sales of $35.6 billion. That beat the average estimate of $34.1 billion. Gaming-related sales — once Nvidia’s core business — amounted to $2.5 billion. Analysts projected $3.02 billion on average. Automotive was $570 million.The data center division alone now has more revenue than rivals Intel Corp. and Advanced Micro Devices Inc. generate in total, combined.Nvidia made its name by selling graphics processors, but discovered that the technology also has applications for AI. Its chips help software models during the training process, when they learn to recognize and respond to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as ChatGPT.Heading into the earnings report, analysts had expressed concern about near-term growth in Nvidia’s biggest business, which serves data center customers. The big question was whether supply constraints and a shift to Blackwell would slow growth. The new technology is more sophisticated, bringing manufacturing challenges.DeepSeek added to the worries after releasing a powerful AI model that it said required far fewer resources to create. The announcement in late January led to a widespread selloff in AI-related shares. Nvidia shed a staggering $589 billion of capital in one day of trading, a record for the markets.But key Nvidia customers, such as Microsoft Corp., have maintained their capital expenditure plans, suggesting that the AI spending surge will remain strong.During the conference call, Huang argued that DeepSeek will stoke interest in a new approach to AI, expanding demand for Nvidia products. The DeepSeek model relies on fine-tuning, so it will require more computing sessions than the “one shot” training of other software, he said. In fact, the approach might require millions of times more computing power than today, he said.“Future reasoning models can consume much more compute,” Huang said, calling DeepSeek’s model “an excellent innovation.”Though Blackwell will help handle those computing tasks, the rollout has come at a cost. The expense of getting the product to market has weighed on profit margins, Nvidia said. The savings will come later when the company is able to refine its supply chain, according to Chief Financial Officer Colette Kress. Gross margin, or the percent of revenue remaining after deducting the cost of production, will return to a “mid-70s” percentage by the end of the year.In the current quarter, that measure will be about 71%, Nvidia said, about a point below the average of analysts’ estimates.Nvidia has only missed analysts’ estimates on quarterly revenue once in the past five years. And it has exceeded expectations by more than 10% in recent periods, creating a high bar for its performance.“We think it will be challenging for management to continue to significantly beat expectations for future growth,” Edwards Jones’ Purk said.","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":407915684295352,"gmtCreate":1740612099983,"gmtModify":1740612104064,"author":{"id":"3575879226662889","authorId":"3575879226662889","name":"xnovan","avatar":"https://static.tigerbbs.com/cf93c5f23d593f29319cfc644cf91fcd","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":12,"crmLevelSwitch":1,"idStr":"3575879226662889","authorIdStr":"3575879226662889"},"htmlText":"Good, keep it up Nvidia&nbsp;","listText":"Good, keep it up Nvidia&nbsp;","text":"Good, keep it up Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407915684295352","repostId":2514898614,"repostType":2,"repost":{"id":"2514898614","kind":"highlight","pubTimestamp":1740607465,"share":"https://ttm.financial/m/news/2514898614?lang=en_US&edition=fundamental","pubTime":"2025-02-27 06:04","market":"nz","language":"en","title":"Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2514898614","media":"Bloomberg","summary":" $NVIDIA(NVDA)$ forecast first-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its market-leading artificial intelligence chips and said demand for its new Blackw","content":"<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gives \"Underwhelming\" Report After Two Years of Blowouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 06:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514898614","content_text":"Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers on Wednesday, drawing a muted response from investors accustomed to blowout results.Sales will be about $43 billion in the fiscal first quarter, which runs through April, Nvidia said in a statement. Analysts had estimated $42.3 billion on average, with some projections ranging as high as $48 billion.The company also warned that gross profit margins would be tighter than anticipated as it rushes to roll out a new chip design called Blackwell. And there’s the risk of US tariffs weighing on results. After fluctuating between gains and losses, Nvidia shares were down 2% in overnight trading.The mixed outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also has sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.Though Nvidia executives addressed most of those issues, it’s become harder for the company to produce blockbuster earnings reports.“Guidance was slightly underwhelming,” Edward Jones analyst Logan Purk said in a report. But early sales of the Blackwell chip should help ease investor concerns after earlier reports of production delays, he said.The company got $11 billion of revenue from Blackwell in the fourth quarter, something Nvidia described as the “fastest product ramp” in its history. “Demand for Blackwell is amazing,” Chief Executive Officer Jensen Huang said in the statement.Though the company’s fiscal fourth-quarter sales topped analysts’ estimates, they did so by the smallest margin since February 2023. Earnings, meanwhile, had the narrowest amount of upside since November 2022, according to data compiled by Bloomberg.The stock had been down 2.2% this year, following stratospheric gains in 2023 and 2024 that turned Nvidia into the world’s most valuable chipmaker.Nvidia has been the biggest beneficiary of a massive surge in AI spending, doubling the size of its revenue the past two years. Many of the largest technology companies are pouring tens of billions of dollars into data center hardware, and Nvidia is the dominant seller of processors that create and run AI software.Along the way, Nvidia and its CEO have become synonymous with the AI revolution — and the biggest bellwether for how it’s progressing. Huang has spent much of the past two years crisscrossing the world as an evangelist for AI technology and believes it’s still in the early stages of spreading throughout the economy.Sales in the fourth quarter, which ended Jan. 26, rose to $39.3 billion. That matched estimates, though some projections ranged as high as $42 billion. Underlining just how quickly the company has grown: Its latest quarterly sales were bigger than Nvidia’s annual revenue two years ago, when it totaled $27 billion.Profit was 89 cents a share, minus certain items. Wall Street was looking for 84 cents.“We will grow strongly in 2025,” Huang said during a conference call with analysts.The data center unit, by far Nvidia’s biggest source of revenue, generated sales of $35.6 billion. That beat the average estimate of $34.1 billion. Gaming-related sales — once Nvidia’s core business — amounted to $2.5 billion. Analysts projected $3.02 billion on average. Automotive was $570 million.The data center division alone now has more revenue than rivals Intel Corp. and Advanced Micro Devices Inc. generate in total, combined.Nvidia made its name by selling graphics processors, but discovered that the technology also has applications for AI. Its chips help software models during the training process, when they learn to recognize and respond to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as ChatGPT.Heading into the earnings report, analysts had expressed concern about near-term growth in Nvidia’s biggest business, which serves data center customers. The big question was whether supply constraints and a shift to Blackwell would slow growth. The new technology is more sophisticated, bringing manufacturing challenges.DeepSeek added to the worries after releasing a powerful AI model that it said required far fewer resources to create. The announcement in late January led to a widespread selloff in AI-related shares. Nvidia shed a staggering $589 billion of capital in one day of trading, a record for the markets.But key Nvidia customers, such as Microsoft Corp., have maintained their capital expenditure plans, suggesting that the AI spending surge will remain strong.During the conference call, Huang argued that DeepSeek will stoke interest in a new approach to AI, expanding demand for Nvidia products. The DeepSeek model relies on fine-tuning, so it will require more computing sessions than the “one shot” training of other software, he said. In fact, the approach might require millions of times more computing power than today, he said.“Future reasoning models can consume much more compute,” Huang said, calling DeepSeek’s model “an excellent innovation.”Though Blackwell will help handle those computing tasks, the rollout has come at a cost. The expense of getting the product to market has weighed on profit margins, Nvidia said. The savings will come later when the company is able to refine its supply chain, according to Chief Financial Officer Colette Kress. Gross margin, or the percent of revenue remaining after deducting the cost of production, will return to a “mid-70s” percentage by the end of the year.In the current quarter, that measure will be about 71%, Nvidia said, about a point below the average of analysts’ estimates.Nvidia has only missed analysts’ estimates on quarterly revenue once in the past five years. And it has exceeded expectations by more than 10% in recent periods, creating a high bar for its performance.“We think it will be challenging for management to continue to significantly beat expectations for future growth,” Edwards Jones’ Purk said.","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":407905578278984,"gmtCreate":1740609488458,"gmtModify":1740609493953,"author":{"id":"4116313443999102","authorId":"4116313443999102","name":"Ping23","avatar":"https://community-static.tradeup.com/news/4d5a00e931aa97bbaff85c2f8c58ba4f","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"4116313443999102","authorIdStr":"4116313443999102"},"htmlText":"NVIDIA earnings per share was 84 cents, which is not very promising. NVIDIA stock price could slide below $120 soon. Remember just a few weeks ago NVIDIA shares were selling above $142 each.&nbsp; I had some NVIDIA shares I bought at that price but we're able to narrow down my average buying price at $127.&nbsp; Thanks God I sold all my NVIDIA shares only few days ago&nbsp;just above $132per. Now I will be waiting to buy back NVDA&nbsp; shares below $120 again soon.","listText":"NVIDIA earnings per share was 84 cents, which is not very promising. NVIDIA stock price could slide below $120 soon. Remember just a few weeks ago NVIDIA shares were selling above $142 each.&nbsp; I had some NVIDIA shares I bought at that price but we're able to narrow down my average buying price at $127.&nbsp; Thanks God I sold all my NVIDIA shares only few days ago&nbsp;just above $132per. Now I will be waiting to buy back NVDA&nbsp; shares below $120 again soon.","text":"NVIDIA earnings per share was 84 cents, which is not very promising. NVIDIA stock price could slide below $120 soon. Remember just a few weeks ago NVIDIA shares were selling above $142 each. I had some NVIDIA shares I bought at that price but we're able to narrow down my average buying price at $127. Thanks God I sold all my NVIDIA shares only few days ago just above $132per. Now I will be waiting to buy back NVDA shares below $120 again soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/407905578278984","repostId":2514898614,"repostType":2,"repost":{"id":"2514898614","kind":"highlight","pubTimestamp":1740607465,"share":"https://ttm.financial/m/news/2514898614?lang=en_US&edition=fundamental","pubTime":"2025-02-27 06:04","market":"nz","language":"en","title":"Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2514898614","media":"Bloomberg","summary":" $NVIDIA(NVDA)$ forecast first-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its market-leading artificial intelligence chips and said demand for its new Blackw","content":"<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gives \"Underwhelming\" Report After Two Years of Blowouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 06:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514898614","content_text":"Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers on Wednesday, drawing a muted response from investors accustomed to blowout results.Sales will be about $43 billion in the fiscal first quarter, which runs through April, Nvidia said in a statement. Analysts had estimated $42.3 billion on average, with some projections ranging as high as $48 billion.The company also warned that gross profit margins would be tighter than anticipated as it rushes to roll out a new chip design called Blackwell. And there’s the risk of US tariffs weighing on results. After fluctuating between gains and losses, Nvidia shares were down 2% in overnight trading.The mixed outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also has sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.Though Nvidia executives addressed most of those issues, it’s become harder for the company to produce blockbuster earnings reports.“Guidance was slightly underwhelming,” Edward Jones analyst Logan Purk said in a report. But early sales of the Blackwell chip should help ease investor concerns after earlier reports of production delays, he said.The company got $11 billion of revenue from Blackwell in the fourth quarter, something Nvidia described as the “fastest product ramp” in its history. “Demand for Blackwell is amazing,” Chief Executive Officer Jensen Huang said in the statement.Though the company’s fiscal fourth-quarter sales topped analysts’ estimates, they did so by the smallest margin since February 2023. Earnings, meanwhile, had the narrowest amount of upside since November 2022, according to data compiled by Bloomberg.The stock had been down 2.2% this year, following stratospheric gains in 2023 and 2024 that turned Nvidia into the world’s most valuable chipmaker.Nvidia has been the biggest beneficiary of a massive surge in AI spending, doubling the size of its revenue the past two years. Many of the largest technology companies are pouring tens of billions of dollars into data center hardware, and Nvidia is the dominant seller of processors that create and run AI software.Along the way, Nvidia and its CEO have become synonymous with the AI revolution — and the biggest bellwether for how it’s progressing. Huang has spent much of the past two years crisscrossing the world as an evangelist for AI technology and believes it’s still in the early stages of spreading throughout the economy.Sales in the fourth quarter, which ended Jan. 26, rose to $39.3 billion. That matched estimates, though some projections ranged as high as $42 billion. Underlining just how quickly the company has grown: Its latest quarterly sales were bigger than Nvidia’s annual revenue two years ago, when it totaled $27 billion.Profit was 89 cents a share, minus certain items. Wall Street was looking for 84 cents.“We will grow strongly in 2025,” Huang said during a conference call with analysts.The data center unit, by far Nvidia’s biggest source of revenue, generated sales of $35.6 billion. That beat the average estimate of $34.1 billion. Gaming-related sales — once Nvidia’s core business — amounted to $2.5 billion. Analysts projected $3.02 billion on average. Automotive was $570 million.The data center division alone now has more revenue than rivals Intel Corp. and Advanced Micro Devices Inc. generate in total, combined.Nvidia made its name by selling graphics processors, but discovered that the technology also has applications for AI. Its chips help software models during the training process, when they learn to recognize and respond to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as ChatGPT.Heading into the earnings report, analysts had expressed concern about near-term growth in Nvidia’s biggest business, which serves data center customers. The big question was whether supply constraints and a shift to Blackwell would slow growth. The new technology is more sophisticated, bringing manufacturing challenges.DeepSeek added to the worries after releasing a powerful AI model that it said required far fewer resources to create. The announcement in late January led to a widespread selloff in AI-related shares. Nvidia shed a staggering $589 billion of capital in one day of trading, a record for the markets.But key Nvidia customers, such as Microsoft Corp., have maintained their capital expenditure plans, suggesting that the AI spending surge will remain strong.During the conference call, Huang argued that DeepSeek will stoke interest in a new approach to AI, expanding demand for Nvidia products. The DeepSeek model relies on fine-tuning, so it will require more computing sessions than the “one shot” training of other software, he said. In fact, the approach might require millions of times more computing power than today, he said.“Future reasoning models can consume much more compute,” Huang said, calling DeepSeek’s model “an excellent innovation.”Though Blackwell will help handle those computing tasks, the rollout has come at a cost. The expense of getting the product to market has weighed on profit margins, Nvidia said. The savings will come later when the company is able to refine its supply chain, according to Chief Financial Officer Colette Kress. Gross margin, or the percent of revenue remaining after deducting the cost of production, will return to a “mid-70s” percentage by the end of the year.In the current quarter, that measure will be about 71%, Nvidia said, about a point below the average of analysts’ estimates.Nvidia has only missed analysts’ estimates on quarterly revenue once in the past five years. And it has exceeded expectations by more than 10% in recent periods, creating a high bar for its performance.“We think it will be challenging for management to continue to significantly beat expectations for future growth,” Edwards Jones’ Purk said.","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":408085955899736,"gmtCreate":1740619412617,"gmtModify":1740619858129,"authorId":3580098564732667,"author":{"id":3580098564732667,"idStr":"3580098564732667","authorId":3580098564732667,"name":"SmlTrader","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407905578278984,"type":1,"supId":0,"prevId":0,"content":"I thinn you are trading and not investing. ","text":"I thinn you are trading and not investing. ","html":"I thinn you are trading and not investing. "},{"id":407947152511288,"gmtCreate":1740619385474,"gmtModify":1740619858031,"authorId":3580098564732667,"author":{"id":3580098564732667,"idStr":"3580098564732667","authorId":3580098564732667,"name":"SmlTrader","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407905578278984,"type":1,"supId":0,"prevId":0,"content":"I think you are trading and not investing. ","text":"I think you are trading and not investing. ","html":"I think you are trading and not investing. "},{"id":407924065190176,"gmtCreate":1740613921431,"gmtModify":1740618881287,"authorId":3575879226662889,"author":{"id":3575879226662889,"idStr":"3575879226662889","authorId":3575879226662889,"name":"xnovan","avatar":"https://static.tigerbbs.com/cf93c5f23d593f29319cfc644cf91fcd","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.28","exceedPercentage":"93.04%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407905578278984,"type":1,"supId":0,"prevId":0,"content":"0.89 per shares, your info is falsely","text":"0.89 per shares, your info is falsely","html":"0.89 per shares, your info is falsely"}],"langContent":"EN"},{"id":407898355839184,"gmtCreate":1740607682834,"gmtModify":1740607686905,"author":{"id":"4182296289874312","authorId":"4182296289874312","name":"Margaritas","avatar":"https://community-static.tradeup.com/news/c7750cc570ef09534f13428d615af58f","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"4182296289874312","authorIdStr":"4182296289874312"},"htmlText":"Thanks so much&nbsp; I'm watching a live streaming of the call / analysis - but this is good to know as I'm watching the price go up &amp; down post mkt 👩🙏","listText":"Thanks so much&nbsp; I'm watching a live streaming of the call / analysis - but this is good to know as I'm watching the price go up &amp; down post mkt 👩🙏","text":"Thanks so much I'm watching a live streaming of the call / analysis - but this is good to know as I'm watching the price go up & down post mkt 👩🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407898355839184","repostId":2514898614,"repostType":2,"repost":{"id":"2514898614","kind":"highlight","pubTimestamp":1740607465,"share":"https://ttm.financial/m/news/2514898614?lang=en_US&edition=fundamental","pubTime":"2025-02-27 06:04","market":"nz","language":"en","title":"Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2514898614","media":"Bloomberg","summary":" $NVIDIA(NVDA)$ forecast first-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its market-leading artificial intelligence chips and said demand for its new Blackw","content":"<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gives \"Underwhelming\" Report After Two Years of Blowouts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gives \"Underwhelming\" Report After Two Years of Blowouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 06:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2025-02-26/nvidia-gives-upbeat-forecast-in-sign-that-ai-build-out-is-strong?srnd=phx-technology","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514898614","content_text":"Tighter margins and tariff concerns overshadow resultsCEO gives upbeat view of latest chip, citing ‘amazing’ demandNVIDIA, the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers on Wednesday, drawing a muted response from investors accustomed to blowout results.Sales will be about $43 billion in the fiscal first quarter, which runs through April, Nvidia said in a statement. Analysts had estimated $42.3 billion on average, with some projections ranging as high as $48 billion.The company also warned that gross profit margins would be tighter than anticipated as it rushes to roll out a new chip design called Blackwell. And there’s the risk of US tariffs weighing on results. After fluctuating between gains and losses, Nvidia shares were down 2% in overnight trading.The mixed outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also has sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.Though Nvidia executives addressed most of those issues, it’s become harder for the company to produce blockbuster earnings reports.“Guidance was slightly underwhelming,” Edward Jones analyst Logan Purk said in a report. But early sales of the Blackwell chip should help ease investor concerns after earlier reports of production delays, he said.The company got $11 billion of revenue from Blackwell in the fourth quarter, something Nvidia described as the “fastest product ramp” in its history. “Demand for Blackwell is amazing,” Chief Executive Officer Jensen Huang said in the statement.Though the company’s fiscal fourth-quarter sales topped analysts’ estimates, they did so by the smallest margin since February 2023. Earnings, meanwhile, had the narrowest amount of upside since November 2022, according to data compiled by Bloomberg.The stock had been down 2.2% this year, following stratospheric gains in 2023 and 2024 that turned Nvidia into the world’s most valuable chipmaker.Nvidia has been the biggest beneficiary of a massive surge in AI spending, doubling the size of its revenue the past two years. Many of the largest technology companies are pouring tens of billions of dollars into data center hardware, and Nvidia is the dominant seller of processors that create and run AI software.Along the way, Nvidia and its CEO have become synonymous with the AI revolution — and the biggest bellwether for how it’s progressing. Huang has spent much of the past two years crisscrossing the world as an evangelist for AI technology and believes it’s still in the early stages of spreading throughout the economy.Sales in the fourth quarter, which ended Jan. 26, rose to $39.3 billion. That matched estimates, though some projections ranged as high as $42 billion. Underlining just how quickly the company has grown: Its latest quarterly sales were bigger than Nvidia’s annual revenue two years ago, when it totaled $27 billion.Profit was 89 cents a share, minus certain items. Wall Street was looking for 84 cents.“We will grow strongly in 2025,” Huang said during a conference call with analysts.The data center unit, by far Nvidia’s biggest source of revenue, generated sales of $35.6 billion. That beat the average estimate of $34.1 billion. Gaming-related sales — once Nvidia’s core business — amounted to $2.5 billion. Analysts projected $3.02 billion on average. Automotive was $570 million.The data center division alone now has more revenue than rivals Intel Corp. and Advanced Micro Devices Inc. generate in total, combined.Nvidia made its name by selling graphics processors, but discovered that the technology also has applications for AI. Its chips help software models during the training process, when they learn to recognize and respond to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as ChatGPT.Heading into the earnings report, analysts had expressed concern about near-term growth in Nvidia’s biggest business, which serves data center customers. The big question was whether supply constraints and a shift to Blackwell would slow growth. The new technology is more sophisticated, bringing manufacturing challenges.DeepSeek added to the worries after releasing a powerful AI model that it said required far fewer resources to create. The announcement in late January led to a widespread selloff in AI-related shares. Nvidia shed a staggering $589 billion of capital in one day of trading, a record for the markets.But key Nvidia customers, such as Microsoft Corp., have maintained their capital expenditure plans, suggesting that the AI spending surge will remain strong.During the conference call, Huang argued that DeepSeek will stoke interest in a new approach to AI, expanding demand for Nvidia products. The DeepSeek model relies on fine-tuning, so it will require more computing sessions than the “one shot” training of other software, he said. In fact, the approach might require millions of times more computing power than today, he said.“Future reasoning models can consume much more compute,” Huang said, calling DeepSeek’s model “an excellent innovation.”Though Blackwell will help handle those computing tasks, the rollout has come at a cost. The expense of getting the product to market has weighed on profit margins, Nvidia said. The savings will come later when the company is able to refine its supply chain, according to Chief Financial Officer Colette Kress. Gross margin, or the percent of revenue remaining after deducting the cost of production, will return to a “mid-70s” percentage by the end of the year.In the current quarter, that measure will be about 71%, Nvidia said, about a point below the average of analysts’ estimates.Nvidia has only missed analysts’ estimates on quarterly revenue once in the past five years. And it has exceeded expectations by more than 10% in recent periods, creating a high bar for its performance.“We think it will be challenging for management to continue to significantly beat expectations for future growth,” Edwards Jones’ Purk said.","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":22,"commentSize":5,"repostSize":5,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2514898614","isCrawlerRequest":true}