Nvidia I just reported the finances This presents amazing growth in AI space despite the previous concerns that Deepseek's emergence represented a kind of existential threat to the company. This position of weakness has never been well founded since Deepseek was executed on older NVIDIA equipment due to American rules refusing the sale of more modern technologies to companies in China.
Historically, Nvidia was very good with descending compatibility, so it should have been given that Deepseek would work on Blackwell, the first Nvidia AI processor, but for any reason, this conclusion was not widely kept. It was regrettable for Nvidia and by mistake because Deepseek will now work on Blackwell. Again, the delay seems to have more to do with the shipping restrictions imposed on Blackwell, not at the technical gap.
Let's talk about interesting things in the report on Nvidia's results this week.
Kick with AI
Despite the above concerns, Nvidia experienced a solid quarter with growth of 16% in a quarter and quarter and growth of 93% from one year to the next to reach $ 115.2 billion in the data center, mainly focused on AI. Nvidia reaffirmed its involvement in the huge American Stargate project and that its sales ramp was in almost each of the cloud suppliers.
One of the most interesting areas of progression is in genomics with the new capacity to be able to Genomes card from zero. It is potentially a game changer for medical care. If you can quickly map the genome of a person, you should be better able to prescribe drugs and remedies that correspond only to the analyzed individual. Calculations over the duration of life, things to avoid and future or invisible problems that must be resolved become much more viable. This one thing could massively improve health care for many. In a small and enormous way, Nvidia's technology improves the world around us.
Robotics and autonomous cars
NVIDIA robotic and automotive efforts, which have pivoted just displays and interfaces of just pilot to AI's complete control, seem to increase up to 103% from one year to the next, and 27% in the last quarter ($ 1.7 billion in total). However, a large part of this segment is still in the “stadium of proof of the concept”, which it seems to pass, which means that this segment should approach vertically over the next two years, because approvals are obtained for the automobile and the manufacture of ramps for robots. $ 1.7 billion in a segment that is not near mature is an astonishing number, which suggests that the potential of this market can be much greater than PCs, smartphones and combined data centers.
A risk is that sanctions against China oblige this country to develop competing technology, and China seems to accelerate more quickly than the rest of the world. The main concern is that, as China advances on the rest of the world in terms of autonomous cars in particular, these sanction tactics could turn badly on Nvidia and American technological leadership, because they seem to force China to move more aggressively than what would have been the case.
Packaging
NVIDIA runs sharply in the face of head winds which come mainly from American sanctions, suggesting that these sanctions are strategically misized. Nvidia's latest performance issues and deep progress indicate that in -depth technological concerns were not well founded, at least with regard to Nvidia's technological leadership, and that the company remains at the top of the AI progress pile to date.
The speed of AI and robotic advancement is unprecedented, and Nvidia sets this wave as an expert. It must be said that the only reason why Nvidia succeeds here is that his CEO, Jensen Huang, bet the company on the AI in the early 2000s and still bet the company on Blackwell, the last superchip IA of Nvidia. Most of the CEOs these days are tactical and would not want to make bets that Huang has made and would probably not have the mandate to execute even if they did. This is a serious problem with the entire Western technology industry. If it is not fixed, it is doubtful that the West retains technological leadership with advanced AI technologies or emerging technologies such as quantum computing.
