Palantir Stock Is Rising As AI Hits 'Tipping Point': What's Going On?
Palantir Stock Is Rising As AI Hits 'Tipping Point': What's Going On?
$Palantir (PLTR.US)$ shares are moving higher in Wednesday's after-hours session following better-than-expected earnings results from $NVIDIA (NVDA.US)$. Here's what you need to know.
$Palantir (PLTR.US)$ 由于收益好于预期，股价在周三盘后交易中走高 $英伟达 (NVDA.US)$。以下是你需要知道的。
What To Know: Nvidia reported fourth-quarter revenue of $22.1 billion, which beat the consensus estimate of $20.41 billion. The company reported quarterly earnings of $5.16 per share, which beat estimates of $4.60 per share.
须知：英伟达公布的第四季度收入为221亿美元，超过了市场普遍预期的204.1亿美元。该公司公布的季度收益为每股5.16美元，超过了预期的每股4.60美元。
Data center revenue was up 409%, gaming revenue climbed 56%, professional visualization revenue increased 105% and automotive revenue declined 4% on a year-over-year basis.
数据中心收入增长了409％，游戏收入增长了56％，专业可视化收入增长了105％，汽车收入同比下降了4％。
Nvidia guided revenue for fiscal year 2025 at approximately $24 billion, plus or minus 2%, versus estimates of $22.16 billion.
英伟达预计2025财年的收入约为240亿美元，正负2％，而估计为221.6亿美元。
"Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries, and nations," said Jensen Huang, founder and CEO of Nvidia.
“加速计算和生成式人工智能已经到了临界点。英伟达创始人兼首席执行官黄延森说，全球各公司、行业和国家的需求正在激增。
"The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward."
“未来的一年将带来重大的新产品周期，并带来卓越的创新，以帮助推动我们的行业向前发展。”
Both Nvidia and Palantir have benefitted from surging AI demand over the last year and a half. Palantir reported its quarterly results in early February. The company said it continued to see outsized demand for its AI platform.
在过去的一年半中，Nvidia和Palantir都受益于人工智能需求的激增。Palantir在2月初公布了其季度业绩。该公司表示，对人工智能平台的需求仍然很大。
Several other AI-related names are moving higher alongside Nvidia, including $C3.ai (AI.US)$, $SoundHound AI (SOUN.US)$, and $BigBear.ai Holdings (BBAI.US)$. Several chipmakers are also getting a boost as Nvidia shares move higher.
其他几家与人工智能相关的公司也在与Nvidia一起走高，包括 $C3.ai (AI.US)$， $SoundHound AI (SOUN.US)$，以及 $BigBear.ai Holdings (BBAI.US)$。随着英伟达股价的上涨，几家芯片制造商也得到了提振。
It's also worth noting that Nvidia reported investments in $Arm Holdings (ARM.US)$, $Recursion Pharmaceuticals (RXRX.US)$, SoundHound AI, $TuSimple (TSPH.US)$ and Nano-X Imaging earlier this month in a 13-F filing with the SEC. All of these names are also moving higher following Nvidia's results.
还值得注意的是，英伟达报告了以下方面的投资 $Arm Holdings (ARM.US)$， $Recursion Pharmaceuticals (RXRX.US)$，SoundHound AI， $图森未来 (TSPH.US)$ 以及本月早些时候向美国证券交易委员会提交的13-F文件中的Nano-X Imaging。随着Nvidia的业绩，所有这些名字也都在上涨。