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06-13

NVIDIA’s announcements at the GTC conference highlight transformative strategies across artificial intelligence (AI) factories, quantum computing, and agentic AI, as detailed by CEO Jensen Huang. The company revealed plans to establish 20 AI factories in Europe, reimagining traditional data centres into production-oriented, intelligent AI infrastructure. These AI factories are set to play a critical role in accelerating AI-driven innovation and integration.


On the topic of quantum computing, Huang emphasised its pivotal moment in technological evolution, suggesting its increasing relevance in solving problems that challenge classical computing capabilities.


The concept of agentic AI was a key focus, marking a new frontier where AI moves beyond recognition and generation to encompass capabilities like reasoning, planning, and executing complex tasks autonomously. This evolution hints at future advancements in robotics, where AI could be embodied in physical systems capable of independent action.


These initiatives reflect NVIDIA’s commitment to shaping the future of technology and expanding the horizons of AI and computing.


Nvidia's Customers Too Concentrated? Could the Slide Hit $170?
Nvidia’s latest earnings shows that its revenue is highly concentrated among a few customers. Just two clients accounted for 39% of Nvidia’s total revenue in the July quarter. This disclosure has once again sparked market debate over whether Nvidia is overly reliant on a handful of major clients, particularly cloud computing giants such as Microsoft, Amazon, Google, and Oracle. In recent quarters, Nvidia’s stock has tended to fall after earnings, and rebound later. Buying opportunity may present at what price? Is post-earnings dip an overreaction or simply a healthy correction?
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