Nafidia Just mentioned the financial statements This shows the amazing growth in the area of artificial intelligence despite previous concerns that the appearance of Deepseek represents a kind of existential threat to the company. This position has never been established due to Deepseek on the oldest NVIDIA devices due to the US bases that prohibit the sale of more modern technologies to companies in China.
Historically, NVIDIA was very good with backward compatibility, so Deepseek should have been running on the main AI processor in NVIDIA, but for some reason, this conclusion was not widely. This was an unfortunate matter for NVIDIA and wrongly Deepseek will now work on Blackwell. Again, the delay appears to have a greater relationship with the loading restrictions placed on Blackweell, not any technical defect.
Let’s talk about interesting things in the NVIDIA profit report this week.
Kick up with artificial intelligence
Despite the above concerns, NVIDIA had a strong quarter with 16 % quarter -quarter growth and 93 % growth year on an annual basis to $ 115.2 billion in the data center that mostly focuses on artificial intelligence. NVIDIA reaffirmed its participation in the huge American Stargate project and that its sales slope was almost every cloud service provider.
One of the most interesting fields of progress is in genome science with the new ability Map of genetics from scratch. This is the game changed for medical care. If you can set a person’s genome quickly, they should be more able to prescribe medications and treatments that are uniquely identical to the individual who is analyzed. Accounts are along life, things that must be avoided, or future or invisible problems that must be addressed are more applicable. This only thing can greatly improve health care for many. In small and large ways, NVIDIA technology improves the world around us.
Independent robots and cars
It seems that NVIDIA’s automatic efforts and cars, which were centered on drivers’ offers only and their facades to fully controlling artificial intelligence, increases up to 103 % on an annual basis, and 27 % huge in the last quarter only (a total of $ 1.7 billion). However, much of this sector is still in the “proof of concept”, which seems to pass, which means that this sector must compete vertically at one time in the next two years as approvals are achieved for cars and manufacturing up to robots. $ 1.7 billion in a slice that is not anywhere near maturity is an amazing number, indicating that the possibility that this market is much greater than computers, smartphones and data pathological feet combined.
One of the risks is that the sanctions against China forces this country to develop competing technology, and China appears to be leaking faster than the rest of the world. The main concern is that with China’s progress before the rest of the world in terms of independent cars in particular, sanctions tactics can lead to a badly counterproductive results on the leadership of NVIDIA and the United States as it seems to force China to move more aggressively than it was.
conclusion
NVIDIA is severely carried out in the face of the main winds that often come from US sanctions, indicating that these sanctions are strategically recommended. The latest performance numbers in NVIDIA and Deepseek developments indicate that Deepseek technology has not been well established, at least in relation to the technological leadership of NVIDIA, and that the company is still at the top of the AI Advancement Conster to this lines.
The speed of artificial intelligence and automatic progress is unprecedented, and NVIDIA rides this wave like an expert. It must be said that the only reason that NVIDIA is very successful here is that its CEO, Jensen Huang, is betting on AI in the early first decade of the twentieth century and betting again the company in Blackweell, newer than Ai Superchip. Most CEOs these days are tactical and they will be unwilling to make Huang’s bets, and they will not have the time to implement them even if they do so. This is a serious problem with the entire Western technology industry. If it is not fixed, it is doubtful that the West keeps leading technology with advanced artificial intelligence techniques or emerging techniques such as quantum computing.
