Latest news with #DeutscheTelekom
Yahoo
17 hours ago
- Business
- Yahoo
NVDA: Oppenheimer Sees Trillion-Dollar AI Opportunity for Nvidia
June 19 - Nvidia (NASDAQ:NVDA) could benefit from rising global interest in sovereign artificial intelligence systems, according to a recent client note from Oppenheimer, following CEO Jensen Huang's high-profile tour across Europe. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The firm said Nvidia is working closely with governments to help them build national AI infrastructure. Oppenheimer estimates the total addressable market for sovereign AI could reach $1.5 trillion, with Europe accounting for about $120 billion of that potential. Last week, Nvidia entered a new partnership with Deutsche Telekom to support Germany's push into sovereign AI. The deal aims to accelerate industrial use cases including robotics, simulation, and digital twins. Huang also announced a collaboration with the European Broadcasting Union during a keynote at the VivaTech conference in Paris. He later visited London for further engagements at London Tech Week, as Nvidia expands its sovereign AI strategy across key European markets. Shares of Nvidia have climbed around one-third since late April, as investors weigh the potential of sovereign AI alongside other growth drivers in its enterprise and data center businesses. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18 hours ago
- Business
- Yahoo
NVDA: Oppenheimer Sees Trillion-Dollar AI Opportunity for Nvidia
June 19 - Nvidia (NASDAQ:NVDA) could benefit from rising global interest in sovereign artificial intelligence systems, according to a recent client note from Oppenheimer, following CEO Jensen Huang's high-profile tour across Europe. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The firm said Nvidia is working closely with governments to help them build national AI infrastructure. Oppenheimer estimates the total addressable market for sovereign AI could reach $1.5 trillion, with Europe accounting for about $120 billion of that potential. Last week, Nvidia entered a new partnership with Deutsche Telekom to support Germany's push into sovereign AI. The deal aims to accelerate industrial use cases including robotics, simulation, and digital twins. Huang also announced a collaboration with the European Broadcasting Union during a keynote at the VivaTech conference in Paris. He later visited London for further engagements at London Tech Week, as Nvidia expands its sovereign AI strategy across key European markets. Shares of Nvidia have climbed around one-third since late April, as investors weigh the potential of sovereign AI alongside other growth drivers in its enterprise and data center businesses. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18 hours ago
- Business
- Yahoo
NVDA: Oppenheimer Sees Trillion-Dollar AI Opportunity for Nvidia
June 19 - Nvidia (NASDAQ:NVDA) could benefit from rising global interest in sovereign artificial intelligence systems, according to a recent client note from Oppenheimer, following CEO Jensen Huang's high-profile tour across Europe. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The firm said Nvidia is working closely with governments to help them build national AI infrastructure. Oppenheimer estimates the total addressable market for sovereign AI could reach $1.5 trillion, with Europe accounting for about $120 billion of that potential. Last week, Nvidia entered a new partnership with Deutsche Telekom to support Germany's push into sovereign AI. The deal aims to accelerate industrial use cases including robotics, simulation, and digital twins. Huang also announced a collaboration with the European Broadcasting Union during a keynote at the VivaTech conference in Paris. He later visited London for further engagements at London Tech Week, as Nvidia expands its sovereign AI strategy across key European markets. Shares of Nvidia have climbed around one-third since late April, as investors weigh the potential of sovereign AI alongside other growth drivers in its enterprise and data center businesses. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Automotive
- Yahoo
Nvidia's Bringing Sovereign AI to Germany. Should You Buy NVDA Stock Here?
Artificial intelligence (AI) darling Nvidia's (NVDA) CEO Jensen Huang has been championing the idea of 'sovereign AI' since 2023, a vision rooted in the belief that every nation should have ownership over its own AI, shaped by its unique language, culture, and values. And now, Europe is starting to take this message seriously. Just last week, the chip giant partnered with Deutsche Telekom (DTEGY) to introduce sovereign AI in Germany, unveiling plans to develop an AI-powered industrial cloud for European manufacturers. This so-called 'AI factory,' which will be operated by Deutsche Telekom, is expected to be up and running by 2026. It's designed to help European manufacturers integrate AI into a wide range of applications, from design and engineering to simulation, robotics, and digital twins. 'It Has No Utility': Warren Buffett Doesn't Care How High Gold Goes, He Isn't a Buyer OpenAI CEO Sam Altman Says 'We Are Heading Towards a World Where AI Will Just Have Unbelievable Context on Your Life' Archer Aviation Is Betting Big on Its Fledgling Defense Business. Does That Make ACHR Stock a Buy Here? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! In fact, this is just the beginning. Nvidia is also looking beyond Germany, with plans to expand its chip footprint into data centers across Spain, Italy, the United Kingdom, Finland, and Sweden. So, with sovereign AI finally gaining traction in Europe, is Nvidia's growing role in this development worth investors' attention? California-based Nvidia Corporation (NVDA) has rapidly risen to the forefront of the tech world, thanks to its game-changing advances in AI and GPU technology. From powering immersive gaming experiences to fueling data centers, autonomous vehicles, and high-performance computing, Nvidia's chips are the engine behind countless modern breakthroughs, firmly establishing the company as a driving force in the digital revolution. With a staggering $3.5 trillion market cap, Nvidia has cemented its place among the world's most valuable companies. But in 2025, the chip giant's meteoric rise has started to lose a bit of steam. A mix of geopolitical headwinds, including escalating U.S.-China trade tensions and tariff battles, along with growing investor caution around the pace of AI spending and the emergence of new competitive chips, have all weighed on investors' sentiment. After an eye-popping 794% return over the past three years, Nvidia is up just 7.3% so far this year, a far cry from its previous pace, yet still outpacing the broader S&P 500 Index's ($SPX) modest 1.7% gain during the same stretch. High-growth giants like Nvidia rarely come cheap, and with its dominant position in the AI world, that premium is expected. The stock currently trades at 35.4 times forward earnings, well above sector norms. However, on a positive note, that valuation is actually more reasonable than it's been in the past. Compared to its five-year average of 47.33x, Nvidia's current multiple suggests the stock, while still expensive, isn't as overheated as it once was. All eyes were on Nvidia last month, when the chip king dropped its fiscal 2026 first-quarter earnings results on May 28, and once again, it blew past expectations. Revenue skyrocketed 69% year-over-year to $44.1 billion, blowing past the $43.3 billion estimate. Once again, Nvidia's data center segment stole the spotlight, delivering aggressive growth as the company continues to power the engine behind the AI revolution. Nvidia's data center business delivered a wonderful 73% annual surge to $39.1 billion, accounting for a dominant 88% of the company's top-line figure. Meanwhile, its gaming segment, driven by demand for high-performance 3D chips, climbed 42% to $3.8 billion. Even its automotive and robotics division joined the growth party, accelerating 72% year over year to $567 million. During the quarter, Nvidia hit a regulatory speed bump when the U.S. government ruled that its previously approved H20 chip for China would face new restrictions. The impact was costly. Nvidia took a $4.5 billion charge for excess inventory tied to the chip and estimated it lost out on $2.5 billion in potential sales. As a result, the company's adjusted gross margin landed at 61%, but without the China-related hit, it would have been a much stronger 71.3%. On the bottom line, Nvidia posted adjusted earnings of $0.81 per share, up 33% year over year and topping estimates by 8%. Without the drag from the H20 chip charge, that figure would've jumped to $0.96. Nevertheless, investors appeared satisfied with the company's Q1 performance, with the stock soaring 3.3% on May 29. For the second quarter of fiscal 2026, Nvidia is projecting revenue of $45 billion, give or take 2%, a figure that already accounts for an estimated $8 billion hit from recent export control restrictions impacting its H20 chips. On the profitability front, GAAP and non-GAAP gross margins are expected to land at 71.8% and 72%, respectively, with a 50-basis-point wiggle room. Despite the headwinds, Nvidia is still aiming high, targeting gross margins in the mid-70% range by the end of the year. Overall, Wall Street's confidence in Nvidia remains rock-solid, with the stock still carrying a resounding 'Strong Buy' consensus rating, reflecting unwavering confidence in its long-term story. Of the 44 analysts offering recommendations, 37 are giving it a solid 'Strong Buy,' three suggest a 'Moderate Buy,' three advocate 'Hold,' and the remaining one gives a 'Strong Sell.' The average analyst price target of $174.02 indicates 23% potential upside from the current price levels. The Street-high price target of $220 suggests that NVDA could rally as much as 55% from here. As sovereign AI gains traction across Europe, Nvidia is positioning itself at the core of the region's AI ambitions. Through strategic partnerships like the one with Deutsche Telekom in Germany and a broader push into European data centers, the company is ensuring that even as countries strive for AI independence, they continue to heavily rely on Nvidia's technology. With China sales constrained by export restrictions, this European expansion opens up a timely new growth avenue. Plus, taking into account the company's strong fundamentals and continued backing from Wall Street, Nvidia's latest European expansion adds another powerful layer to its growth story. In a market where regional AI independence is becoming a priority, NVDA's strategic move certainly deserves investors' attention. On the date of publication, Anushka Mukherji did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Zawya
a day ago
- Business
- Zawya
Infobip named among Top 75 in Fortune's Europe's Most Innovative Companies 2025
Global communications platform Infobip has been recognized among the top 75 companies in Fortune's inaugural ranking of Europe's Most Innovative Companies for 2025. It holds the position of number 68, placing it in the top 25% of all listed companies. This distinction reflects Infobip's ongoing commitment to advancing Europe's IT sector and digital infrastructure through cutting-edge innovation. The first Fortune Europe's Most Innovative Companies list, created in collaboration with Statista, evaluated 300 companies from 21 countries and 16 industries based on innovation culture, product development, and process improvements. Infobip is at the forefront of Europe's digital transformation. Infobip participates in the IPCEI-CIS project, which aims to build the next-generation global communications platform, thereby reinforcing Europe's competitiveness in the tech sector. Infobip's involvement in the IPCEI-CIS project, along with partnerships with Deutsche Telekom AG, NVIDIA, Telefónica, and others, demonstrates its continuous commitment to progress with innovation. Silvio Kutić, CEO at Infobip, said: 'Being recognised among Europe's Most Innovative companies by Fortune highlights our ongoing commitment to the cutting-edge. At Infobip, we foster an environment that values experimentation and collaboration, viewing failure as a stepping stone to innovation, which has enabled us to redefine omnichannel communications. As companies strive to enhance their engagement strategies, we frequently play the role of innovation executor, helping businesses across industries advance their conversational adoption journey and keep pace with AI innovation.' Infobip's technology powers customer engagement for leading brands, from enabling WhatsApp ride-booking for Uber in India to deploying advanced AI assistants for European fintech and retail leaders. The company's omnichannel solutions help businesses worldwide deliver secure, personalized, and seamless customer experiences. Recent projects with customers like NEXT, Digitaleo, and AXA showcase the company's innovative work with AI and RCS to elevate their engagement strategies. Infobip also drives industry dialogue through initiatives like the annual SHIFT Conference, which brings together developers and tech executives to explore the future of AI and digital transformation. This year's event will be held from September 14-16 in Zadar, Croatia, with a focus on AI's impact on software development and creativity. Grethe Schepers, Lists Director, Europe at Fortune, said: 'This list isn't just about who's ahead today—it's a spotlight on the bold thinkers across Europe who are redefining industries from the inside out. Innovation isn't just a buzzword here; it is a core and defining strength for Europe.' See Europe's Most Innovative Companies List 2025 here: About Infobip Infobip is a global cloud communications platform that enables businesses to build connected experiences across all stages of the customer journey. Accessed through a single platform, Infobip's omnichannel engagement, identity, user authentication and contact centre solutions help businesses and partners overcome the complexity of consumer communications to grow business and increase loyalty. It offers natively built technology with the capacity to reach over seven billion mobile devices and 'things' in 6 continents connected to over 9,700+ connections of which 800+ are direct operator connections. Infobip was established in 2006 and is led by its co-founders, CEO Silvio Kutić, Roberto Kutić and Izabel Jelenić. Recent award wins include: Infobip named among Top 75 in Fortune's Europe's Most Innovative Companies 2025, placing it in the top 25% of all listed organizations (June 2025) Infobip ranked as a Leader in the Omdia CPaaS Universe Report for the third time (April 2025) Infobip ranked an Established Leader in the Juniper Research Conversational AI Leaderboard (Feb 2025) Infobip named a CPaaS Leader for the third time in the IDC MarketScape (Feb 2025) Infobip named one of the top CPaaS providers in Metrigy's CPaaS MetriRank Report (Dec 2024) Infobip named number one among Established Leaders in RCS Business Messaging in Juniper Research's RCS Business Messaging Competitor Leaderboard 2024 (Nov 2024) Infobip recognized as the number one provider in the AIT Fraud Prevention market by Juniper Research (Oct 2024) Infobip named a Leader in the Gartner® Magic Quadrant™ for Communications Platform as a Service (CPaaS) 2024 for the second year running (June 2024) Infobip named to Fast Company's Annual List of the World's Most Innovative Companies (March 2024)
