O Que É VNO

According to Cointelegraph, the X platform, owned by Elon Musk, has launched the Chat Agents feature, allowing developers to build AI-driven assistants in platform messages through a new API and SDK.

On August 27, Serenity published an analysis of NVIDIA's latest earnings report, stating that the company's quarterly revenue reached $96.22 billion, exceeding market expectations of approximately $92.17 billion. The adjusted earnings per share were $2.22, surpassing the anticipated range of $2.09 to $2.10. Data center revenue was $89 billion, higher than the expected $86.3 billion, with an adjusted gross margin of 75%, in line with expectations. Notably, revenue from hyperscale customers increased from $43.05 billion in the previous quarter to $48.71 billion. Serenity believes that the growth of custom ASICs has not hindered the acceleration of NVIDIA's related business. NVIDIA's revenue guidance for the next quarter is $108 billion, above the market expectation of approximately $104.2 billion, and this forecast does not include any revenue from data center computing in China. The adjusted gross margin guidance is 74%, slightly below the market expectation of 75%, which is considered a relatively weak aspect of this earnings report. Serenity pointed out that NVIDIA's revenue has recently increased from $68.1 billion to $81.6 billion, then to $96.2 billion, and is expected to reach $108 billion next quarter, indicating that AI demand has not shown any significant signs of slowing down. The company's procurement commitments also rose from $119 billion in the previous quarter to $279 billion, primarily related to future storage chip purchases. AI continues to accelerate, and NVIDIA is clearly in a leading position, with no apparent signs of a slowdown in demand. Given that NVIDIA's market capitalization has surpassed $5 trillion, the current larger investment opportunities may stem from its architectural and capacity decisions impacting the supply chain, including CPOs, storage chips, and 800V power systems, rather than merely seeking pricing discrepancies in NVIDIA's stock itself.

On August 27, Serenity published an analysis of Nvidia's latest earnings report, stating that the company's quarterly revenue reached $96.22 billion, exceeding market expectations of approximately $92.17 billion. The adjusted earnings per share were $2.22, surpassing the expected range of $2.09 to $2.10. Data center revenue was $89 billion, above the anticipated $86.3 billion, with an adjusted gross margin of 75%, in line with expectations. Notably, revenue from hyperscale customers increased from $43.05 billion in the previous quarter to $48.71 billion. Serenity believes that the growth of custom ASICs has not hindered Nvidia's related business from continuing to accelerate. Nvidia's revenue guidance for the next quarter is $108 billion, higher than the market expectation of approximately $104.2 billion, and this forecast does not include any revenue from data center computing in China. The adjusted gross margin guidance is 74%, below the market expectation of 75%, which is a relatively weak aspect of this earnings report. Serenity pointed out that Nvidia's revenue has recently increased from $68.1 billion to $81.6 billion, then to $96.2 billion, and is expected to reach $108 billion next quarter, indicating that AI demand has not shown any significant signs of slowing down. The company's procurement commitments also rose from $119 billion in the previous quarter to $279 billion, mainly related to future storage chip purchases. AI continues to accelerate, and Nvidia is clearly in a leading position, with no apparent signs of demand slowing down. Given that Nvidia's market capitalization has exceeded $5 trillion, the current larger investment opportunities may stem from its architectural and capacity decisions' impact on the supply chain, including CPO, storage chips, and 800V power systems, rather than merely seeking pricing discrepancies in Nvidia's stock itself.