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Jason81512

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- Jason81512Jason81512
  ·02-03 23:27
  Deepseek bypassing cuda is just a practice run. They are learning from nvidia how cuda is written. They also show that they are able to write a much better cuda layer. When Chinese EUV machine comes online, they will be able to write their own cuda api layers to interact with China own AI chip. To me this is the implication. How China AI chip will disrupt nvidia at that time is the real problems. Country like Singapore or Saudi will buy from China if China AI chip is superior, IF it is superior. people Say China EUV might come online 2027. But China speed should not be underestimated
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- Jason81512Jason81512
  ·2024-12-17
  I agree
  Could This Artificial Intelligence (AI) Newcomer Be the Next Nvidia?
  Nvidia has emerged as the king of the AI realm, but is there room for more than one player at the top?
  Could This Artificial Intelligence (AI) Newcomer Be the Next Nvidia?
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- Jason81512Jason81512
  ·2024-04-24
  They better step up their game in China. Chinese EV is going to take them out.
  Sorry, this post has been deleted
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- Jason81512Jason81512
  ·2024-04-13
  Let's gooo China. Bring them all down
  Intel, AMD lead chips lower on China worries; investors await earnings
  Semiconductor stocks were deep in the red on Friday to end the week as investors awaited the start of earnings season. Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) were among the biggest losers in the sec
  Intel, AMD lead chips lower on China worries; investors await earnings
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They are learning from nvidia how cuda is written. They also show that they are able to write a much better cuda layer. When Chinese EUV machine comes online, they will be able to write their own cuda api layers to interact with China own AI chip. To me this is the implication. How China AI chip will disrupt nvidia at that time is the real problems. Country like Singapore or Saudi will buy from China if China AI chip is superior, IF it is superior. people Say China EUV might come online 2027. But China speed should not be underestimated&nbsp;","listText":"Deepseek bypassing cuda is just a practice run. They are learning from nvidia how cuda is written. They also show that they are able to write a much better cuda layer. When Chinese EUV machine comes online, they will be able to write their own cuda api layers to interact with China own AI chip. To me this is the implication. How China AI chip will disrupt nvidia at that time is the real problems. Country like Singapore or Saudi will buy from China if China AI chip is superior, IF it is superior. people Say China EUV might come online 2027. But China speed should not be underestimated&nbsp;","text":"Deepseek bypassing cuda is just a practice run. They are learning from nvidia how cuda is written. They also show that they are able to write a much better cuda layer. When Chinese EUV machine comes online, they will be able to write their own cuda api layers to interact with China own AI chip. To me this is the implication. How China AI chip will disrupt nvidia at that time is the real problems. Country like Singapore or Saudi will buy from China if China AI chip is superior, IF it is superior. people Say China EUV might come online 2027. But China speed should not be underestimated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399652600238752","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382582925955120,"gmtCreate":1734412162738,"gmtModify":1734414486330,"author":{"id":"4148121796611492","authorId":"4148121796611492","name":"Jason81512","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148121796611492","authorIdStr":"4148121796611492"},"themes":[],"htmlText":"I agree&nbsp;","listText":"I agree&nbsp;","text":"I agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382582925955120","repostId":"2492676246","repostType":2,"repost":{"id":"2492676246","kind":"highlight","pubTimestamp":1734394020,"share":"https://ttm.financial/m/news/2492676246?lang=&edition=fundamental","pubTime":"2024-12-17 08:07","market":"us","language":"en","title":"Could This Artificial Intelligence (AI) Newcomer Be the Next Nvidia?","url":"https://stock-news.laohu8.com/highlight/detail?id=2492676246","media":"Motley Fool","summary":"Nvidia has emerged as the king of the AI realm, but is there room for more than one player at the top?","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia dominates the data center and GPU market with an astounding 90% market share.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Palantir has emerged as an AI data analytics specialist over the last two years.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Palantir's current trajectory suggests the company is well-positioned for significant growth ahead, but there's more to uncover before declaring the company the next Nvidia.</div>\n</li>\n</ul><div><p>For much of the last two years, big tech has dominated the storyline revolving around artificial intelligence (AI). \"Magnificent Seven\" members <strong>Microsoft</strong>, <strong>Amazon</strong>, and <strong>Alphabet</strong> have invested billions into the likes of ChatGPT creator OpenAI and perhaps its biggest rival, Anthropic.</p><p>Meanwhile there is <strong>Tesla</strong>, Elon Musk's brainchild that's looking to bring self-driving cars and humanoid robots to the masses. And of course, virtually none of the generative AI applications being developed by these megacap tech enterprises would even be possible without the help of <strong>Nvidia</strong>'s graphics processing units (GPUs) and proprietary software.</p><p>If you've read any of my prior pieces, you'll know that I tend to use Nov. 30, 2022 as my starting point for the AI revolution. To add some context, that is the day ChatGPT was released to the public. Since then, Nvidia has outperformed each of its Magnificent Seven peers by a long shot -- gaining over 700% as of market close on Dec. 12, 2024.</p><p>To put it bluntly, this is Nvidia's world and everyone else is just living in it. Smart investors realize, however, that the performances of even the greatest behemoths can be matched. Outside of big tech, one company that has maintained star status in the AI realm is <strong>Palantir Technologies</strong> <span>(PLTR<span> -0.42%</span>)</span>.</p><p>Palantir has proven that it's capable of competing with larger incumbents in the world of enterprise software, and some investors such as billionaire entrepreneur Chamath Palihapitiya argue that the company hasn't even begun to scale yet.</p><div><div><div></div></div></div><p>With so much potential on the horizon, is it possible that Palantir is the next Nvidia hiding in plain sight? Let's dig in and find out.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"343121\" :show_benchmark_compare=\"false\" amount_change=\"-0.32\" average_volume=\"74,574,337\" company_name=\"Palantir Technologies\" current_price=\"75.75\" daily_high=\"77.82\" daily_low=\"71.16\" default_period=\"YTD\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"80.91\" fifty_two_week_low=\"15.66\" gross_margin=\"81.10\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PLTR.png\" market_cap=\"$173B\" pe_ratio=\"383.54\" percent_change=\"-0.42\" symbol=\"PLTR\" volume=\"126,018,941\"></app></div><h2>How Palantir made a splash in AI</h2><p>During Palantir's third-quarter earnings call, CEO Alex Karp made an interesting statement regarding how data integration is the most important variable when developing AI-powered services.</p><div></div><p>Karp proclaimed, \"the experts that write about these things seem to believe the commodity, i.e., the LLM, is the valuable aspect of this and that the actual asset, meaning how you manage the commodity, is the actual value.\"</p><p>What Karp is trying to say here is that large language models (LLMs) are more of a commodity than a proprietary technology. While Alphabet's Gemini, Amazon's Claude, <strong>Meta</strong>'s Llama, and ChatGPT all offer unique features, the average user can't really tell the difference between these platforms. From Karp's purview, the real value proposition is how data is fed into LLMs through supporting software integrations. And that's where he believes Palantir has an edge.</p><div><div><div></div></div></div><p>In April 2023, Palantir released its fourth major product called the Artificial Intelligence Platform (AIP). In the table below, I've included a number of key performance indicators that illustrate the impact that AIP is having on Palantir.</p><div><table border=\"1\"><tbody><tr><th scope=\"col\">Metric</th><th scope=\"col\">Q3 2023</th><th scope=\"col\">Q4 2023</th><th scope=\"col\">Q1 2024</th><th scope=\"col\">Q2 2024</th><th scope=\"col\">Q3 2024</th></tr><tr><td>Revenue growth (% year over year)</td><td>17%</td><td>20%</td><td>21%</td><td>27%</td><td>30%</td></tr><tr><td>Customer count</td><td>453</td><td>497</td><td>554</td><td>593</td><td>629</td></tr><tr><td>Adjusted gross margin</td><td>82%</td><td>84%</td><td>83%</td><td>83%</td><td>82%</td></tr><tr><td>Adjusted free cash flow</td><td>$140.8 million</td><td>$304.7 million</td><td>$148.6 million</td><td>$148.7 million</td><td>$434.5 million</td></tr></tbody></table></div><p>Data source: Palantir investor relations. </p><p>The advent of AIP has been transformative for Palantir. Growth in the company's customer roster is leading to accelerated revenue every quarter while profit margins have maintained a healthy level. The combination of revenue growth and strong margins provides Palantir with robust financial flexibility in the form of consistent free cash flow.</p><p>By all accounts, Palantir looks unstoppable. Yet despite this impressive performance, there is further analysis to discuss before labeling the company as one with Nvidia-esque potential.</p><div><div><div></div></div></div><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F800948%2Fgettyimages-1311089761-1.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/800948/gettyimages-1311089761-1.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/800948/gettyimages-1311089761-1.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/800948/gettyimages-1311089761-1.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images. </p></div><h2>Will Palantir be the next Nvidia?</h2><p>When comparing a company to Nvidia, there's more to the equation than just valuation and share price.</p><p>Nvidia's emergence as the biggest player in AI is not just due to its GPUs and compute networking business. It's actually <em>how</em> that business really works. Nvidia's hardware (i.e., GPUs) is tightly integrated with its Compute Unified Device Architecture (CUDA) software platform.</p><p>The combination of Nvidia's GPUs layering on top of CUDA has basically created a \"lock-in\" effect with its customers -- essentially owning the AI stack within its customers' ecosystems. It's this dynamic that has helped Nvidia acquire an estimated 90% market share -- absolutely owning AI inferencing and training protocols.</p><p>Furthermore, with more than $1 trillion of AI infrastructure spend projected over the next three years, Nvidia's tight grasp on the market puts it in position to continue acquiring incremental market share, making its upside even more lucrative.</p><div><div><div></div></div></div><p>When it comes to enterprise software, I just can't say that Palantir has commensurate potential to that of Nvidia. In my eyes, GPUs and data centers are \"must-have\" items for generative AI development. By contrast, software and data analytics are more in the \"nice-to-have\" bucket.</p><p>Despite its importance in data processing and making LLMs more useful, I question whether enterprise software is truly indispensable. Moreover, with intense competition from the likes of <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></strong>, Databricks, and many more, I think Palantir may struggle to create a similar \"lock-in\" dynamic like Nvidia has managed to do.</p><p>As much as I admire Palantir's management and am proud to hold the stock myself, I cannot say that the company will become the next Nvidia.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could This Artificial Intelligence (AI) Newcomer Be the Next Nvidia?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould This Artificial Intelligence (AI) Newcomer Be the Next Nvidia?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/12/16/could-this-artificial-intelligence-ai-newcomer-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia dominates the data center and GPU market with an astounding 90% market share.\n\n\n\n\n\n\n\nPalantir has emerged as an AI data analytics specialist over the last two years.\n\n\n\n\n\n\n\nPalantir's current ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/12/16/could-this-artificial-intelligence-ai-newcomer-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F800948%2Fgettyimages-1311089761-1.jpg&op=resize&w=165&h=104","relate_stocks":{"NVIW.SI":"NVDA 3xLongSG261006","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","2NVD.UK":"2X NVIDIA ETP","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","GOOGL":"谷歌A","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDS":"Tradr 1.5X Short NVDA Daily ETF","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","GOOG":"谷歌","NVDU":"Direxion Daily NVDA Bull 2X Shares","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","USJW.SI":"ALPHAB 3xLongSG261006","PLTR":"Palantir Technologies Inc.","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4567":"ESG概念","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVD2.UK":"2X NVIDIA ETP","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","NVD3.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","SNVD.UK":"LS -1X NVIDIA","AIP":"Arteris, Inc.","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","3NVD.UK":"LS 3X NVIDIA","NVDA":"英伟达","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","BK4529":"IDC概念","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4592":"伊斯兰概念","LU1046421795.USD":"富达环球科技A-ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDD":"Direxion Daily NVDA Bear 1X Shares"},"source_url":"https://www.fool.com/investing/2024/12/16/could-this-artificial-intelligence-ai-newcomer-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492676246","content_text":"Nvidia dominates the data center and GPU market with an astounding 90% market share.\n\n\n\n\n\n\n\nPalantir has emerged as an AI data analytics specialist over the last two years.\n\n\n\n\n\n\n\nPalantir's current trajectory suggests the company is well-positioned for significant growth ahead, but there's more to uncover before declaring the company the next Nvidia.\n\nFor much of the last two years, big tech has dominated the storyline revolving around artificial intelligence (AI). \"Magnificent Seven\" members Microsoft, Amazon, and Alphabet have invested billions into the likes of ChatGPT creator OpenAI and perhaps its biggest rival, Anthropic.Meanwhile there is Tesla, Elon Musk's brainchild that's looking to bring self-driving cars and humanoid robots to the masses. And of course, virtually none of the generative AI applications being developed by these megacap tech enterprises would even be possible without the help of Nvidia's graphics processing units (GPUs) and proprietary software.If you've read any of my prior pieces, you'll know that I tend to use Nov. 30, 2022 as my starting point for the AI revolution. To add some context, that is the day ChatGPT was released to the public. Since then, Nvidia has outperformed each of its Magnificent Seven peers by a long shot -- gaining over 700% as of market close on Dec. 12, 2024.To put it bluntly, this is Nvidia's world and everyone else is just living in it. Smart investors realize, however, that the performances of even the greatest behemoths can be matched. Outside of big tech, one company that has maintained star status in the AI realm is Palantir Technologies (PLTR -0.42%).Palantir has proven that it's capable of competing with larger incumbents in the world of enterprise software, and some investors such as billionaire entrepreneur Chamath Palihapitiya argue that the company hasn't even begun to scale yet.With so much potential on the horizon, is it possible that Palantir is the next Nvidia hiding in plain sight? Let's dig in and find out.How Palantir made a splash in AIDuring Palantir's third-quarter earnings call, CEO Alex Karp made an interesting statement regarding how data integration is the most important variable when developing AI-powered services.Karp proclaimed, \"the experts that write about these things seem to believe the commodity, i.e., the LLM, is the valuable aspect of this and that the actual asset, meaning how you manage the commodity, is the actual value.\"What Karp is trying to say here is that large language models (LLMs) are more of a commodity than a proprietary technology. While Alphabet's Gemini, Amazon's Claude, Meta's Llama, and ChatGPT all offer unique features, the average user can't really tell the difference between these platforms. From Karp's purview, the real value proposition is how data is fed into LLMs through supporting software integrations. And that's where he believes Palantir has an edge.In April 2023, Palantir released its fourth major product called the Artificial Intelligence Platform (AIP). In the table below, I've included a number of key performance indicators that illustrate the impact that AIP is having on Palantir.MetricQ3 2023Q4 2023Q1 2024Q2 2024Q3 2024Revenue growth (% year over year)17%20%21%27%30%Customer count453497554593629Adjusted gross margin82%84%83%83%82%Adjusted free cash flow$140.8 million$304.7 million$148.6 million$148.7 million$434.5 millionData source: Palantir investor relations. The advent of AIP has been transformative for Palantir. Growth in the company's customer roster is leading to accelerated revenue every quarter while profit margins have maintained a healthy level. The combination of revenue growth and strong margins provides Palantir with robust financial flexibility in the form of consistent free cash flow.By all accounts, Palantir looks unstoppable. Yet despite this impressive performance, there is further analysis to discuss before labeling the company as one with Nvidia-esque potential.Image source: Getty Images. Will Palantir be the next Nvidia?When comparing a company to Nvidia, there's more to the equation than just valuation and share price.Nvidia's emergence as the biggest player in AI is not just due to its GPUs and compute networking business. It's actually how that business really works. Nvidia's hardware (i.e., GPUs) is tightly integrated with its Compute Unified Device Architecture (CUDA) software platform.The combination of Nvidia's GPUs layering on top of CUDA has basically created a \"lock-in\" effect with its customers -- essentially owning the AI stack within its customers' ecosystems. It's this dynamic that has helped Nvidia acquire an estimated 90% market share -- absolutely owning AI inferencing and training protocols.Furthermore, with more than $1 trillion of AI infrastructure spend projected over the next three years, Nvidia's tight grasp on the market puts it in position to continue acquiring incremental market share, making its upside even more lucrative.When it comes to enterprise software, I just can't say that Palantir has commensurate potential to that of Nvidia. In my eyes, GPUs and data centers are \"must-have\" items for generative AI development. By contrast, software and data analytics are more in the \"nice-to-have\" bucket.Despite its importance in data processing and making LLMs more useful, I question whether enterprise software is truly indispensable. Moreover, with intense competition from the likes of Snowflake, Databricks, and many more, I think Palantir may struggle to create a similar \"lock-in\" dynamic like Nvidia has managed to do.As much as I admire Palantir's management and am proud to hold the stock myself, I cannot say that the company will become the next Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298567753564256,"gmtCreate":1713924945815,"gmtModify":1713927382526,"author":{"id":"4148121796611492","authorId":"4148121796611492","name":"Jason81512","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148121796611492","authorIdStr":"4148121796611492"},"themes":[],"htmlText":"They better step up their game in China. Chinese EV is going to take them out.&nbsp;","listText":"They better step up their game in China. Chinese EV is going to take them out.&nbsp;","text":"They better step up their game in China. Chinese EV is going to take them out.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298567753564256","repostId":"2429217954","repostType":2,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294638110699536,"gmtCreate":1712951571293,"gmtModify":1712951740545,"author":{"id":"4148121796611492","authorId":"4148121796611492","name":"Jason81512","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148121796611492","authorIdStr":"4148121796611492"},"themes":[],"htmlText":"Let's gooo China. Bring them all down&nbsp;","listText":"Let's gooo China. Bring them all down&nbsp;","text":"Let's gooo China. Bring them all down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294638110699536","repostId":"2427747751","repostType":2,"repost":{"id":"2427747751","kind":"highlight","pubTimestamp":1712949190,"share":"https://ttm.financial/m/news/2427747751?lang=&edition=fundamental","pubTime":"2024-04-13 03:13","market":"hk","language":"en","title":"Intel, AMD lead chips lower on China worries; investors await earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2427747751","media":"seekingalpha","summary":"Semiconductor stocks were deep in the red on Friday to end the week as investors awaited the start of earnings season. Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) were among the biggest losers in the sec","content":"<html><body><p>Semiconductor stocks were deep in the red on Friday to end the week as investors awaited the start of earnings season.</p> <p>Intel (<span>NASDAQ:INTC</span>) and AMD (<span>NASDAQ:AMD</span>) were among the biggest losers in the sector, each <span>dropping<span> nearly 5%</span></span><span>, amid a </span>report<span> that China has asked telecom companies to phase out foreign chips in products by 2027 in favor of domestic options. </span></p> <p>China was Intel's largest market in 2023, accounting for 27% of its total revenue. China was AMD's third-largest market, contributing 15% to sales.</p> <p>Intel is slated to report first-quarter results on April 25 while AMD has scheduled to report their quarterly results on May 1.</p> <p>Nvidia (<span>NASDAQ:NVDA</span>) shares<span> fell 3%</span> and have stayed in <span>correction</span> <span>territory</span> since last month's GTC event when it showed off its new Blackwell line of GPUs. </p> <p>On Thursday, as Raymond James upped its price target on the semiconductor giant and said investor concerns about a pause in spending are \"unwarranted.\" </p> <p>Nvidia will report its fiscal 2025 first-quarter results after the close of trading on May 22.</p> <p>Chip equipment companies were also lower on Friday, even as Citi opened up a 30-day positive catalyst watch on ASML (<span>NASDAQ:ASML</span>).</p> <p>Recent trends are likely to be evident when ASML and European technology hardware companies report first-quarter results, analyst Andrew Gardiner said. Gardiner reiterated the firm's Buy rating and €1,250 price target on the stock.</p> <p>ASML is expected to report quarterly results on April 17. A consensus of analysts estimates the company will earn $2.99 per share on $5.8B in revenue.</p> <p>ASML shares <span>fell 3.1%</span>, while competitors Lam Research (LRCX), Applied Materials (AMAT) and KLA Corp. (KLAC) were down similar amounts.</p> <p>Other semiconductor stocks in the S&amp;P 500 were also lower on Friday amid a steep decline in the broader indexes due to ongoing worries of inflation and geopolitical tensions.</p> <p>Qualcomm (QCOM) <span>fell 2%</span>, while Micron (MU) was <span>off nearly 4%</span>. Analog chip suppliers Texas Instruments (TXN) and Analog Devices (ADI) <span>fell 2.7% and 2.5%</span>, respectively while Broadcom (AVGO) <span>fell 2.8%</span>.</p> <p>Qorvo (QRVO) and Skyworks Solutions (SWKS) <span>fell more than 2%</span> each amid a report that Huawei is slated to introduce a new premium smartphone in the China market. Qorvo and Skyworks are Apple (AAPL) suppliers.</p> <div> <h2>More on AMD, ASML, Intel and more</h2> <ul> <li>Intel Vs. TSMC: 'Defense' Buy Of The Decade</li> <li>Intel: Foundry In America Matters</li> <li>AMD: RISC-V Is A Bogeyman</li> <li>China instructs telecom carriers to phase out foreign chips in setback for Intel, AMD : WSJ</li> <li>ASML gets positive catalyst watch at Citi, added to European Focus List</li> </ul> </div></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel, AMD lead chips lower on China worries; investors await earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel, AMD lead chips lower on China worries; investors await earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-13 03:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4089347-intel-amd-lead-chips-lower-on-china-worries-investors-await-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks were deep in the red on Friday to end the week as investors awaited the start of earnings season. Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) were among the biggest losers in the ...</p>\n\n<a href=\"https://seekingalpha.com/news/4089347-intel-amd-lead-chips-lower-on-china-worries-investors-await-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1175205290/image_1175205290.jpg","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://seekingalpha.com/news/4089347-intel-amd-lead-chips-lower-on-china-worries-investors-await-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2427747751","content_text":"Semiconductor stocks were deep in the red on Friday to end the week as investors awaited the start of earnings season. Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) were among the biggest losers in the sector, each dropping nearly 5%, amid a report that China has asked telecom companies to phase out foreign chips in products by 2027 in favor of domestic options.  China was Intel's largest market in 2023, accounting for 27% of its total revenue. China was AMD's third-largest market, contributing 15% to sales. Intel is slated to report first-quarter results on April 25 while AMD has scheduled to report their quarterly results on May 1. Nvidia (NASDAQ:NVDA) shares fell 3% and have stayed in correction territory since last month's GTC event when it showed off its new Blackwell line of GPUs.  On Thursday, as Raymond James upped its price target on the semiconductor giant and said investor concerns about a pause in spending are \"unwarranted.\"  Nvidia will report its fiscal 2025 first-quarter results after the close of trading on May 22. Chip equipment companies were also lower on Friday, even as Citi opened up a 30-day positive catalyst watch on ASML (NASDAQ:ASML). Recent trends are likely to be evident when ASML and European technology hardware companies report first-quarter results, analyst Andrew Gardiner said. Gardiner reiterated the firm's Buy rating and €1,250 price target on the stock. ASML is expected to report quarterly results on April 17. A consensus of analysts estimates the company will earn $2.99 per share on $5.8B in revenue. ASML shares fell 3.1%, while competitors Lam Research (LRCX), Applied Materials (AMAT) and KLA Corp. (KLAC) were down similar amounts. Other semiconductor stocks in the S&P 500 were also lower on Friday amid a steep decline in the broader indexes due to ongoing worries of inflation and geopolitical tensions. Qualcomm (QCOM) fell 2%, while Micron (MU) was off nearly 4%. Analog chip suppliers Texas Instruments (TXN) and Analog Devices (ADI) fell 2.7% and 2.5%, respectively while Broadcom (AVGO) fell 2.8%. Qorvo (QRVO) and Skyworks Solutions (SWKS) fell more than 2% each amid a report that Huawei is slated to introduce a new premium smartphone in the China market. Qorvo and Skyworks are Apple (AAPL) suppliers.  More on AMD, ASML, Intel and more  Intel Vs. TSMC: 'Defense' Buy Of The Decade Intel: Foundry In America Matters AMD: RISC-V Is A Bogeyman China instructs telecom carriers to phase out foreign chips in setback for Intel, AMD : WSJ ASML gets positive catalyst watch at Citi, added to European Focus List","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}