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.
$Palantir (PLTR.US)$ 由於收益好於預期，股價在週三盤後交易中走高 $英偉達 (NVDA.US)$。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.
須知：英偉達公佈的第四季度收入爲221億美元，超過了市場普遍預期的204.1億美元。該公司公佈的季度收益爲每股5.16美元，超過了預期的每股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.
數據中心收入增長了409％，遊戲收入增長了56％，專業可視化收入增長了105％，汽車收入同比下降了4％。
Nvidia guided revenue for fiscal year 2025 at approximately $24 billion, plus or minus 2%, versus estimates of $22.16 billion.
英偉達預計2025財年的收入約爲240億美元，正負2％，而估計爲221.6億美元。
"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.
“加速計算和生成式人工智能已經到了臨界點。英偉達創始人兼首席執行官黃延森說，全球各公司、行業和國家的需求正在激增。
"The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward."
“未來的一年將帶來重大的新產品週期，並帶來卓越的創新，以幫助推動我們的行業向前發展。”
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.
在過去的一年半中，Nvidia和Palantir都受益於人工智能需求的激增。Palantir在2月初公佈了其季度業績。該公司表示，對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.
其他幾家與人工智能相關的公司也在與Nvidia一起走高，包括 $C3.ai (AI.US)$， $SoundHound AI (SOUN.US)$，以及 $BigBear.ai Holdings (BBAI.US)$。隨着英偉達股價的上漲，幾家芯片製造商也得到了提振。
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.
還值得注意的是，英偉達報告了以下方面的投資 $Arm Holdings (ARM.US)$， $Recursion Pharmaceuticals (RXRX.US)$，SoundHound AI， $圖森未來 (TSPH.US)$ 以及本月早些時候向美國證券交易委員會提交的13-F文件中的Nano-X Imaging。隨着Nvidia的業績，所有這些名字也都在上漲。