Quartalszahlen: KI-Boom beflügelt Nvidia - 60 Milliarden Dollar Gewinn
Beim wertvollsten Unternehmen der Welt, Nvidia, sprudeln dank des KI-Booms weiter die Gewinne. Nach einigen schwachen Wochen scheint das auch die Anleger zu überzeugen.
The relentless demand for computational power for artificial intelligence (AI) continues to propel chipmaker Nvidia forward. In the second quarter, the company's revenue and net income more than doubled compared to the previous year, and the growth momentum is expected to remain strong. "The expansion of AI infrastructure is running at full throttle," said Nvidia founder and CEO Jensen Huang in a statement.
The production of the new Vera Rubin processor architecture is now at full speed. Nvidia's products for data centers are the central engine of the AI boom, especially for cloud heavyweights like Amazon, Google, Microsoft, and Meta, who have invested hundreds of billions of dollars in expanding AI data centers. Nvidia's chips and chip systems provide key technologies for training large AI language models and their operation.
An investment of 1,000 euros in Nvidia shares at the end of 2019 would today be worth nearly 36,000 euros. The company's stock value is now at 5.07 trillion dollars, making it the most valuable corporation in the world. Nvidia generated 96.2 billion US dollars in revenue and 59.7 billion US dollars in net income in the second quarter.
CEO Huang remains optimistic that the AI boom will continue. "AI has reached its key moment. It is doing useful work." Demand is increasing rapidly, and the introduction of physical AI, which combines classical AI with robotics, is gaining momentum in the United States and worldwide. Physical AI connects classical AI with robotics.
The company's shares were recently under pressure, but the management believes the Vera-Rubin platform, a more powerful successor to the Blackwell architecture, will provide future backing. This computing process has higher and different performance requirements than pure AI model training. Nvidia's stock price dropped in the first minutes of post-market trading but turned positive, rising by almost four percent to 218.00 dollars.
On May 12, the price had reached a record high of 236 dollars, but investors in the AI sector quickly cashed out.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
