Nvidia I just reported finances This shows a stunning increase in AI space, despite previous fears that the appearance of Deepseek was a certain existential threat to the company. This position of weakness has never been well founded, considering that Deepseek was led by older NVIDIA equipment due to American rules rejecting the sale of more modern technologies to companies in China.
Historically, Nvidia was very good with backward compliance, so it should be certain that Deepseek will work on Blackwell, the most important AI Nvidia processor, but for some reason this conclusion was not widely maintained. It was unfortunate in the case of nvidia and wrong because Deepseek will now work on Blackwell. Again, it seems that the delay has more in common with shipping restrictions placed on Blackwell, not technical.
Let's talk about interesting things in the Nvidia earnings report this week.
Kicking the ass with AI
Despite the above fears, Nvidia had a solid quarter with a 16% height of the quarter and 93% increase in year to USD 115.2 billion in the data center, mainly on AI. Nvidia confirmed its commitment to the massive Stargate Stargate USA project and that his sales ramp was virtually every cloud suppliers.
One of the more interesting areas of promotion is a genomic with a new ability to possibilities Map Genomy from scratch. This is a potentially game changer in the field of medical care. If you can quickly map the people of people, you should be able to better prescribe medications and remedies that clearly match the analyzed person. Calculations regarding life expectancy, things that should be avoided, as well as future or invisible problems to be solved become much more profitable. This one thing can significantly improve health care for many. In small and huge ways, NVIDIA technology improves the world around us.
Robotics and autonomous cars
Robotic and automotive efforts NVIDIA, which turned from displays and interfaces only drivers for full AI control, seem to grow up to 103% year on year, and as much as 27% in the last quarter (a total of USD 1.7 billion in total). However, a significant part of this segment is still in the “stage of conceptual proof”, which seems to pass, which means that this segment should jerk vertically in the next two years, because approval is achieved for automotive and production frames for robots. USD 1.7 billion in the segment, which is not nearby, is an amazing number, which suggests that the potential of this market can be much greater than PCs, smartphones and a data center.
One risk is that sanctions against China force this country to develop competitive technology, and China seems to develop faster than the rest of the world. The main problem is that when China is ahead of the rest of the world in terms of autonomous cars, in particular the tactics of sanctions may turn wrong from Nvidia and American technology leadership, because they seem to force China to be more aggressive than otherwise.
Wrapping
Nvidia performs sharply in the face of head winds, which come mainly from American sanctions, suggesting that these sanctions are strategically advised. The latest NVIDIA performance numbers and Deepseek progress indicate that the technological fears of Deepseek have not been well founded, at least in relation to NVIDIA technological leadership, and that the company remains at the top of the AI promotion pile from this letter.
The speed of artificial intelligence and robotic promotion is unprecedented, and NVIDIA rides this waving like an expert. It must be said that the only reason why Nvidia is so effective here is that its general director, Jensen Huang, set the company on AI at the beginning of 2000 and will again set the company on Blackwell, the latest Superchip AI Nvidia. Most of the presidents are tactical nowadays and would not like to force Bets, which Huang did and probably would not have a term of office, even if they did. This is a serious problem with the entire Western technology industry. If this is not repaired, it is doubtful that the West has technological leadership thanks to advanced AI technologies or emerging technology, such as quantum calculations.
