{"id":5862,"date":"2025-05-29T10:03:52","date_gmt":"2025-05-29T17:03:52","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=5862"},"modified":"2025-05-29T10:03:53","modified_gmt":"2025-05-29T17:03:53","slug":"dalton-portfolio-manager-and-senior-analyst-owens-huang-was-interviewed-by-nikkei-following-nvidias-latest-earnings","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/dalton-portfolio-manager-and-senior-analyst-owens-huang-was-interviewed-by-nikkei-following-nvidias-latest-earnings\/","title":{"rendered":"Dalton Portfolio Manager and Senior Analyst, Owens Huang, Was Interviewed by Nikkei Following NVIDIA\u2019s Latest Earnings"},"content":{"rendered":"\n

Translated from the original Japanese:<\/p>\n\n\n\n

“The financial results were a little better than expected. The market had predicted a gross profit margin of around 58%, but the actual figure was 61%, and earnings per share also exceeded expectations. The loss of the Chinese market is not a major cause for concern. Nvidia’s semiconductors are in short supply worldwide, and even if they don’t sell in China, there is demand in other countries.<\/p>\n\n\n\n

Over the past six months or so, the stock market has digested a lot of risk surrounding Nvidia, including concerns that it could slow big AI investments by major cloud service providers such as Microsoft.<\/p>\n\n\n\n

The emergence of the low-cost AI “DeepSeek” developed by a Chinese company led to speculation that demand for high-performance AI semiconductors would slow. There were also quality issues with Nvidia’s cutting-edge products. The US’s export restrictions on China also increased uncertainty.<\/p>\n\n\n\n

All of the risk factors that have emerged have already been factored into the current stock price. In fact, we believe that there is a lot of room for stock prices to rise in the future. Expectations are high for growth to come from “AI factories,” AI data centers run by companies, as well as demand trends for advanced semiconductors related to “sovereign AI,” where governments in the Middle East, India, Southeast Asia, Japan, and other regions are developing their own AI.<\/p>\n\n\n\n

While it’s easy to track the investments of cloud service companies, it’s difficult to accurately estimate the demand for AI factories and sovereign AI data centers. But CEO Jensen Huang said at a developer conference in March that the demand for sovereign AI is “certainly going to be huge.”<\/p>\n\n\n\n

Read the article here<\/a>. (Automatic translation to Japanese)<\/p>\n","protected":false},"excerpt":{"rendered":"

Translated from the original Japanese: “The financial results were a little better than expected. The market had predicted a gross profit margin of around 58%, but the actual figure was 61%, and earnings per share also exceeded expectations. The loss \u2026
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