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Data Center Business

All articles tagged with #data center business

financestock-market2 years ago•2 min saved

"AMD's Earnings Impact on Stock and Market Share in AI Chips"

Advanced Micro Devices Inc. stock dipped in after-hours trading as the company's first-quarter revenue outlook fell short of analyst expectations, with a forecast of $5.4 billion compared to the projected $5.7 billion. Despite a strong fourth-quarter performance, including growth in data-center and client revenue, AMD's stock took a hit following Intel's disappointing outlook the previous week. Analysts are closely watching for commentary on AMD's MI300 accelerator for artificial-intelligence applications during the earnings call.

via MarketWatch|

#amd #data-center-business #earnings-report

business2 years ago•3 min saved

"Nvidia's AI Chipmaker's Monster Beat Fails to Prevent Stock Drop"

Despite Nvidia's strong third-quarter performance and optimistic guidance, the company's stock fell due to concerns over missed "whisper numbers" and the potential impact of U.S. trade restrictions on its business in China. While Nvidia's data center sales soared and analysts remain positive about the sustainability of its growth, the stock was priced for perfection, leading to a slight decline in share price.

via Investor's Business Daily|

#artificial-intelligence #business #data-center-business

technology3 years ago•1 min saved

"Nvidia's Warning: Imminent Chip Curbs Threaten U.S. Chipmakers' China Competitiveness"

Nvidia has warned that further US export curbs on its chips to China could result in a "permanent loss" for American semiconductor companies in one of the world's largest markets. The company believes that additional export restrictions on its data center GPUs would not have an immediate material impact on its financial results but would hinder the ability of the US industry to compete and lead in China in the long term. China accounts for a significant portion of Nvidia's revenue, particularly in its data center business. Despite geopolitical tensions, Nvidia's stock has surged this year, and the company expects strong revenue growth in the coming quarter.

via CNBC|

#data-center-business #export-restrictions #nvidia