As we have noted in our previous post, there have been alot of misinformation spreading recently to intentionally lower Nvidia’s price before earnings so that they can buy at a discount.
Fake news:
Microsoft canceled datacenter leases
- Real news: The news was from unverified source. Microsoft has just released their latest statement of reaffirming their AI spending this year, but was just making adjustments to their approach. No cut in budget, no drop in chip orders. Speculators are just trying to create a story here.
Trump eyes more Nvidia curbs (Bloomberg)
- Real news: A quick google search would tell you that this was an old news been drummed up again. Most of the news outlets already reported on this last month. And it is just talks with US, Dutch and Japan officials, it has nothing to do with Nvidia but the article seeks to draw its own connections and conclusions. White House officials did not comment on this. This is another attempt to create fake news before earnings.
Real news updates
These are the real news that have been put into actions, not speculative. Unlike the fake news above, officials have confirmed these statements. And we expect more positive updates from this earning call.
Supply chain: Nvidia secures 70% of TSMC advanced packaging capacity for 2025
Chinese technology giants: Tencent, Alibaba, and ByteDance, have significantly increased orders for Nvidia's H20 AI chips.
Oracle: Partnered with Nvidia to launch the zettascale OCI Supercluster, utilizing over 100,000 Nvidia GPUs to train and deploy next-generation AI models
Amazon: Plans to invest over $100 billion in AI infrastructure in 2025, a significant increase from $77 billion in 2024.
Alphabet (Google): Set to allocate $75 billion for AI-related capital expenditures in 2025, up 42% from $53 billion in the previous year.
Microsoft: Committed to spending $80 billion on AI-related capital expenditures in 2025. CEO Satya Nadella reiterates the company's dedication to building out Azure to meet customer needs.
Meta: Meta CEO Mark Zuckerberg set his company's AI capex budget at $60 billion to $65 billion in January, calling 2025 a "defining year for AI."
Jetson Thor: Nvidia is preparing to launch its Jetson Thor computers in the first half of 2025, aiming to advance humanoid robotics and enhance autonomy and human interaction in AI systems
Launch of RTX 50-Series GPU
Nvidia Investments: Profited from stocks sales in Arm, Serve Robotics, and Soundhound AI.
Modify on 2025-02-25 06:20
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- antiti·02-25TOPreally?? although Microsoft reaffirmed its AI capital expenditure plans, cutting data centers should be real news, right?LikeReport
- AntonyGeorge·02-25droppingLikeReport
