Invidia's income expectations do not meet the pursuit of investors

Invidia Corp, the electronic disc maker, which is at the heart of the mutation of artificial intelligence, has delivered expectations for income without some more optimistic estimates, which increased the fear of massive growth. The company said on Wednesday that the third -quarter revenue would be approximately $ 32.5 billion. Although analysts expected an average of $ 31.9 billion, some estimates ranged at $ 37.9 billion. Sales in the second fiscal term, which lasted until July, exceeded analysts’ expectations. Expectations threaten to put out the madness of artificial intelligence that transforms “invidia” into the second largest company in the world in terms of market value. The Chips Manufacturer is the most important beneficiary of the race to develop databases to deal with artificial intelligence programs, and the sales expectations have become a measure of this spending mutation. The prices of the company’s shares have traded after the market closed and the issuance of business results. I rose more than twice this year to the closure of Wednesday, after a 239% increase in 2023. Extension to artificial intelligence comes to a series of quarters in which the results of the “Envenia” business were destroyed by Wall Street’s expectations, even despite the analysts who continued to increase estimates. But most of this growth comes from a small group of customers. About 40% of “Invidia” turnover comes from large data centers, companies such as “Google” of “alphabet” and “Mita platforms”, pumping dozens of billions of dollars into artificial intelligence infrastructure. Although “Mita” and other businesses have increased the budgets for capital spending during this profit season, the fear of the size of the infrastructure placed exceeds the current requirements. This can lead to a bubble. But the CEO of “Invidia” Sensen Huang has confirmed that it is only the beginning of a new era of technology and economy. Expectations are great. Invidia’s share this year was the best achievement in the S&P 500, bypassing the profits made by all other semiconductor shares. With a market value of more than $ 3 billion, the value of “invitation” is almost the same value as the ten largest manufacturing companies with chips. Invidia has made his reputation by selling video game cards, but is now famous for the so -called artificial intelligence speeds. These chips are used from their graphic processors to develop artificial intelligence programs by filling them with information. This process, known as training, makes artificial intelligence models better in identifying and reactioning the input of the real world. The ingredients are also used in the systems that then operate the program, a stage known as the inference, and help operate services such as “Chat BT”, developed by “oben ai”.