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In the short term, investors (NVDA) may have forgotten something in their race to empty stocks after profits this week: long -term profit for sovereign artificial intelligence.
A16Z partner, a member of Mistral AI, ANGENE MEDIA Midha at “A16z Generator” A16Z, and a member of Mistral Ai AI, a member of the A16Z Board of Directors and a member of AI Mistral Ai, said in PodCast at the opening presentation of Yahoo Finance (see the video above or listen below). “Sometimes these are late indicators. It may be reported-it takes some time until people realize that the priorities of the nation-state are turning into institutional budgets.”
The construction of the artificial intelligence infrastructure by the major countries began to take a form in large numbers.
Earlier this month, the European Union allocated 200 billion euros to invest in artificial intelligence, including a new European fund of 20 billion euros for GigaFactors AI. Openai, Oracle (ORCL) and SoftBank (SFTBY) said in late January that they are investing up to $ 500 billion in the coming years in an Amnesty International's infrastructure project called Stargate.
Experts say at the heart of these buildings will be high -strength chips by Nafidia's artificial intelligence leader.
Read more: How do you earn Nvidia money?
NVIDIA said that Canada, Denmark and Indonesia have announced initiatives to develop the infrastructure of the sovereign spontaneity organization with artificial intelligence chips.
“We believe that the models of artificial intelligence are a decisive national infrastructure,” Mida added. “We believe that these artificial intelligence factories that convert distinctive symbols into critical national infrastructure. I see this part accelerating.”
While sovereign artificial intelligence represents a long -term profit opportunity for NVIDIA, in the short term, the arrow can take a braid from mixed expectations in the first common quarter this week.
In the release of its profits on Wednesday evening, NVIDIA said it expects the total total profit margins from 70.6 % to 71 % in the first quarter because it contradicts the intensification of production from the new BlackWell chip.
Koi Asiri, the administrative director of Benchmark and the great research analyst at Yahoo Finance, said the 71 % margin expectations are “slightly related.” “I think this indicates more pricing pressure, more competition from AMD (AMD), and more price sensitivity to its customers because they invest their own dollars to create their ASICS (integrated application circles).”
After switching between gains and losses on Thursday, NVIDIA's share was 8.48 %. The stock rose slightly in the pre -market trade on Friday.