Kata fa'akomepi'i tetele Nvidia (NVDA) faʻasalalau ana tupe maua Q4 ina ua uma le logo i le Aso Lulu, sasaina fua faatatau a le au suʻesuʻe i luga ma lalo laina e ui lava i le 46% tausaga-i-tausaga pa'ū i tupe maua.
E sili atu mo Nvidia, fai mai le kamupani o loʻo faʻamoemoeina tupe maua Q1 o le $ 6.5 piliona faʻatusatusa i le Wall Street faʻatatau i le $ 6.35 piliona.
O sea o Nvidia na sili atu i le 6% i le taimi lava na maeʻa ai le lipoti.
O numera pito sili nei ona taua mai le lipoti pe a faʻatusatusa i le mea na faʻamoemoeina e Wall Street mai le kamupani, e pei ona tuufaatasia e Bloomberg.
Tupe Maua: $ 6.05 piliona faʻatusatusa i le $ 6.02 piliona fuafuaina
Fetuunai EPS: $ 0.88 faʻatusatusa i le $ 0.81 fuafuaina
Tupe maua a nofoaga autu o fa'amaumauga: $ 3.62 piliona faʻatusatusa i le $ 3.87 piliona fuafuaina
Taaloga: $ 1.83 piliona faʻatusatusa i le $ 1.6 piliona fuafuaina
Fa'aaliga fa'apitoa: $ 226 miliona faʻatusatusa i le $ 195 miliona faʻamoemoeina
Taavale ma robotics: $ 294 miliona faʻatusatusa i le $ 267 miliona faʻamoemoeina
"AI o loʻo i ai i se tulaga faʻafefeteina, faʻatulagaina mo le vaʻaia lautele e oʻo atu i pisinisi uma," o le tala lea a le Pule Sili o Nvidia Jensen Huang i se faʻamatalaga. "Mai le amataga i pisinisi tetele, o loʻo matou vaʻaia le faʻateleina o le fiafia i le agavaʻa ma le gafatia o le gaosiga AI.
Wall Street talitonu o Nvidia o loʻo i ai se avanoa fou faʻatupulaia faʻatasi ma le faʻalavelave fou i le fiafia i faʻalapotopotoga faʻavae AI e pei o OpenAI's ChatGPT, Microsoft's (MSFT) Bing, ma Google's (GOOG, GOOGL) Bard. E manaʻomia e faʻamatalaga faʻapitoa faʻapitoa le tele o le gaosiga o le mana ma o kata faʻataʻitaʻi a Nvidia e fetaui lelei mo ia talosaga.
Nvidia's AI-powered data center business revenue na oso mai le $968 miliona i le Q4 2019 i le $3.62 piliona i le kuata lata mai.
Ae o le tagata fai chip, e pei o isi vaega o pisinisi taʻaloga, sa feagai foi ma le faʻaititia o le faʻatau atu e tusa ai ma le taimi lava lea i le tausaga talu ai, ina ua faʻatauvaʻa e le au taʻaloga mo meafaigaluega fou ma polokalama faʻapitoa i le faʻaiʻuga o le vaitau o faʻamaʻi. I le Q3, o tupe maua pisinisi a le kamupani pa'u 51% i lea tausaga ma lea tausaga.
O le faʻamaʻi na auina atu ai tagata taʻaloga e suʻe kata faʻataʻitaʻi ma komepiuta o loʻo faʻaogaina meafaigaluega a Nvidia ina ia mafai ai ona latou taʻalo igoa tetele e pei o le "Call of Duty," "Fortnite," ma le "Roblox." O lea la ua i ai a latou meafaigaluega, latou te le manaʻomia le faʻaleleia, faʻasalalau le siʻitia o tupe maua a Nvidia.
"O taʻaloga ua toe faʻaleleia mai le paʻu o le faʻamaʻi, faʻatasi ai ma tagata taʻaloga o loʻo taliaina ma le fiafia le GPU fou o le Ada architecture ma AI neural rendering," o le tala lea a Huang.
Aveese le vaitau o faʻamaʻi, peitaʻi, ma vaʻavaʻai i tupe maua a le kamupani Q4 mai ia Fep. 2020 ma tupe maua i taaloga e $1.5 piliona. O le tausaga na muamua atu? Na'o le $954 miliona. I se isi faaupuga, o le vaega taʻaloga o loʻo faʻasaʻo mo le faʻatupulaia le gafatia na vaʻaia i le taimi o faʻamaʻi.
Sili atu mai ia Dan
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Punavai: https://finance.yahoo.com/news/nvidia-earnings-chip-giant-squeaks-by-wall-street-expectations-despite-46-drop-in-gaming-revenue-215602693.html