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Thu. 02/27 – Nvidia Earnings
Feb 27, 2025
Nvidia just reported first earnings after the DeepSeek incident, showcasing impressive AI-driven growth, although there was a slight miss on profit margins. Meanwhile, Sony slashed the PlayStation VR2 price, facing inventory issues. Bitcoin ETFs experienced a staggering $1 billion outflow. A troubling study raises concerns about insecure code making AI inadvertently harmful. Lastly, the iPhone 16e gets a mixed review, praised for its affordability but noted for its simplicity compared to higher-end models.
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Quick takeaways
- Nvidia's earnings showcased a remarkable 78% growth fueled by AI demand, despite slight declines in gross margins due to complex product introductions.
- Sony's strategic price cut of the PlayStation VR 2 to $400 aims to stimulate lagging sales and improve compatibility with PC and potentially Apple's Vision Pro.
Deep dives
NVIDIA's Strong Earnings and Future Expectations
NVIDIA reported robust earnings, showing a notable increase in revenue, particularly from their data center segment, which surged by 93%. The overall revenue for fiscal year 2025 reached $130 billion, up 114% year-over-year, although gross margins slightly missed analysts' expectations. The company attributes the margin decline to the introduction of more complex data center products. With strong demand for its next-generation AI chip, Blackwell, anticipated revenue for the first quarter is projected at about $43 billion, indicating continued growth driven by artificial intelligence technologies.
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