NVIDIAs (NVDA) upcoming results of the fourth quarter – owed next Friday, February 28 – is expected to be crucial because the company is starting to send its new Blackwell Aichips.
Francisco Bido, senior portfolio manager at FM Investments, joins Catalysts to point out that the demand for the new Blackwell -Chips will be a critical indicator for the performance of Nvidia.
“I will pay a lot of attention to the question of the new Blackwell chips. That's one thing. And I am also interested in seeing if they are willing to discuss how foreign governments and the US government will increase their expenses in AI if they are Hints have where that goes, “says Bido.
Regarding the development of the Chinese artificial intelligence (AI) platform Deepseek, Bido believes that it will benefit the AI industry by expanding its user base. “Deepseek is actually a good thing for the AI industry. It is a way to make it available on a large scale for many other potential users, and if there is something, the ecosystem simply increases and accelerates the early adoption of AI , “he says.
Bido expects disturbance of uncertainty about rates about market volatility. “It is not so much whether they are being implemented or not. It's just the threat to have them … who forces people on the other side or the countries on the other hand to think about diversification, regardless of whether they will be Implemented or not, “explains Bido.
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This post is written by Josh Lynch
