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NVDANVIDIA
$231.14+0.40% today
positiveconfidence

Data centre orders keep outrunning what Nvidia can build

Nvidia said last quarter that demand for its newest chips still exceeds supply, and its three largest customers have all raised their spending plans since. The share price has followed. What is not yet clear is how much of that spending is already priced in.

  • Data centre revenue grew for the ninth quarter in a row
  • The three biggest cloud providers each raised capital spending guidance
  • Supply, not demand, is the stated constraint on how fast revenue can grow
risks (2)
  • A single customer group accounts for a large share of revenue
  • Export rules on advanced chips can change with little warning
AI analysis · not financial advice

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NVDANVIDIA
$231.14+0.40% today
positiveconfidence

Data centre orders keep outrunning what Nvidia can build

Nvidia said last quarter that demand for its newest chips still exceeds supply, and its three largest customers have all raised their spending plans since. The share price has followed. What is not yet clear is how much of that spending is already priced in.

  • Data centre revenue grew for the ninth quarter in a row
  • The three biggest cloud providers each raised capital spending guidance
  • Supply, not demand, is the stated constraint on how fast revenue can grow
risks (2)
  • A single customer group accounts for a large share of revenue
  • Export rules on advanced chips can change with little warning
AI analysis · not financial advice
TSLATesla
$356.84+0.38% today
cautiousconfidence

Deliveries beat expectations, but on lower prices

Tesla shipped more cars than analysts expected last quarter and did it partly by cutting prices, so revenue rose less than volume. The market has read this two ways since, and the share price has moved in both directions this week.

  • Deliveries came in above consensus for the second quarter running
  • Average selling price fell year over year in every region
  • Energy storage remains the fastest growing part of the business
risks (2)
  • Margins depend on price cuts that are difficult to reverse
  • Several announced timelines for self-driving have slipped before
AI analysis · not financial advice
AAPLApple
$321.46-0.20% today
neutralconfidence

A quiet quarter before a hardware cycle nobody can size yet

Apple grew services revenue again and sold roughly as many phones as last year. The next hardware cycle is the thing most arguments about the stock now rest on, and there is no public information yet that settles how large it will be.

  • Services revenue reached a record and now carries the higher margin
  • iPhone unit sales were close to flat year over year
  • Cash returned to shareholders continued at a similar pace
risks (2)
  • A large share of profit still depends on one product line
  • Regulatory decisions in the EU and US could affect App Store economics
AI analysis · not financial advice

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