2026 Q4 -tulosraportti
19 päivää sitten
‧1 t 6 min
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 t sittenContest: What new and cool is being presented at GTC?
·3 t sittenVera rubin - the world's most powerful chip to date, and better possibility for efficient cooling of data centers
5 t sitten5 t sittenBullshit, right .. Weekly Report: AI Infrastructure Capex vs AI Revenue Summary AI capex: Investment by major hyperscalers remains strongly increasing. Combined 2026 capex guidance from the four largest players is roughly in the range of 635–665 billion dollars, clearly above 2025 levels. AI revenue: Growth is strong through cloud services, AI APIs, and advertising optimization, but investment is still running well ahead of revenue streams. GPU demand signals: Datacenter cluster construction and GPU procurement continue aggressively. New AI compute contracts and capacity reservations are still being signed. TSMC signals: Demand for AI chips continues to exceed production capacity on several advanced process nodes, indicating sustained order pressure. Overall picture: The AI infrastructure cycle still appears expansionary rather than slowing. Bottlenecks are more related to power availability, HBM memory, and advanced packaging rather than demand. Key signals by company Microsoft: AI capex direction is increasing. Azure AI demand is exceeding available capacity. GPU clusters are expanding and datacenter power constraints are appearing. Interpretation: demand exceeds capacity. Alphabet: AI capex direction is increasing. Gemini usage and AI integration across products are growing. Capex could reach roughly 175–185 billion dollars. Interpretation: infrastructure expansion continues. Amazon: AI capex direction is increasing. Demand for AI cloud services is growing strongly. Massive datacenter construction is underway. Interpretation: long infrastructure investment cycle. Meta: AI capex direction is increasing. AI is improving ad targeting and monetization. The company is investing heavily in infrastructure and developing its own AI silicon. Interpretation: continued infrastructure focus. Nvidia: Demand is increasing as hyperscalers expand AI infrastructure. GPU sales are driven by hyperscaler orders and large AI compute contracts. Interpretation: demand remains extremely strong. TSMC: AI-related production is increasing and advanced nodes are running at full utilization. Demand for AI chips is pushing manufacturing capacity to its limits. Interpretation: supply chain bottleneck. Supply-side signals GPU orders: Large AI compute contracts continue to be signed, including multi-year GPU supply agreements for large AI clusters. Hyperscalers are reserving GPU capacity several years in advance. TSMC: Demand for advanced-node manufacturing capacity continues to exceed supply. AI accelerators are rapidly moving from 3-nanometer nodes toward 2-nanometer nodes, increasing wafer demand. Advanced packaging technologies such as HBM memory integration and CoWoS packaging remain key bottlenecks for GPU deliveries. Datacenter construction: Hyperscalers are spending hundreds of billions of dollars building new datacenters and AI clusters. Expansion constraints are more related to power availability and logistics than to financing. Trend commentary for the next 6–18 months The current AI infrastructure cycle resembles an industrial infrastructure build-out rather than a traditional IT capex cycle. Compute demand is continuing to grow, driven by large language model inference and the rise of AI agents. Inference workloads are beginning to dominate overall compute demand, which increases the total number of GPUs required. Supply chain bottlenecks such as HBM memory, advanced packaging, and power availability are likely to limit growth more than demand itself. Hyperscaler capex is therefore likely to remain elevated at least through 2027 because infrastructure investment is being made ahead of future demand. Nvidia demand outlook Direction versus the previous week: positive. GPU capacity continues to be reserved for new AI clusters. TSMC capacity and HBM supply remain below demand. New contracts from AI startups and hyperscalers support ongoing GPU demand. Conclusion: The AI infrastructure cycle shows no clear signs of slowing at this stage. In the near term Nvidia demand is expected to remain strong, with the primary limiting factor likely to be supply chain constraints rather than demand.
6 t sitten · Muokattu6 t sitten · MuokattuEn tällä hintaa ostaisi, korjaus tulossa alaspäin vuoden sisällä, 150 tasolla lisäilyä vasta..
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q4 -tulosraportti
19 päivää sitten
‧1 t 6 min
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sittenContest: What new and cool is being presented at GTC?·3 t sittenVera rubin - the world's most powerful chip to date, and better possibility for efficient cooling of data centers
- 5 t sitten5 t sittenBullshit, right .. Weekly Report: AI Infrastructure Capex vs AI Revenue Summary AI capex: Investment by major hyperscalers remains strongly increasing. Combined 2026 capex guidance from the four largest players is roughly in the range of 635–665 billion dollars, clearly above 2025 levels. AI revenue: Growth is strong through cloud services, AI APIs, and advertising optimization, but investment is still running well ahead of revenue streams. GPU demand signals: Datacenter cluster construction and GPU procurement continue aggressively. New AI compute contracts and capacity reservations are still being signed. TSMC signals: Demand for AI chips continues to exceed production capacity on several advanced process nodes, indicating sustained order pressure. Overall picture: The AI infrastructure cycle still appears expansionary rather than slowing. Bottlenecks are more related to power availability, HBM memory, and advanced packaging rather than demand. Key signals by company Microsoft: AI capex direction is increasing. Azure AI demand is exceeding available capacity. GPU clusters are expanding and datacenter power constraints are appearing. Interpretation: demand exceeds capacity. Alphabet: AI capex direction is increasing. Gemini usage and AI integration across products are growing. Capex could reach roughly 175–185 billion dollars. Interpretation: infrastructure expansion continues. Amazon: AI capex direction is increasing. Demand for AI cloud services is growing strongly. Massive datacenter construction is underway. Interpretation: long infrastructure investment cycle. Meta: AI capex direction is increasing. AI is improving ad targeting and monetization. The company is investing heavily in infrastructure and developing its own AI silicon. Interpretation: continued infrastructure focus. Nvidia: Demand is increasing as hyperscalers expand AI infrastructure. GPU sales are driven by hyperscaler orders and large AI compute contracts. Interpretation: demand remains extremely strong. TSMC: AI-related production is increasing and advanced nodes are running at full utilization. Demand for AI chips is pushing manufacturing capacity to its limits. Interpretation: supply chain bottleneck. Supply-side signals GPU orders: Large AI compute contracts continue to be signed, including multi-year GPU supply agreements for large AI clusters. Hyperscalers are reserving GPU capacity several years in advance. TSMC: Demand for advanced-node manufacturing capacity continues to exceed supply. AI accelerators are rapidly moving from 3-nanometer nodes toward 2-nanometer nodes, increasing wafer demand. Advanced packaging technologies such as HBM memory integration and CoWoS packaging remain key bottlenecks for GPU deliveries. Datacenter construction: Hyperscalers are spending hundreds of billions of dollars building new datacenters and AI clusters. Expansion constraints are more related to power availability and logistics than to financing. Trend commentary for the next 6–18 months The current AI infrastructure cycle resembles an industrial infrastructure build-out rather than a traditional IT capex cycle. Compute demand is continuing to grow, driven by large language model inference and the rise of AI agents. Inference workloads are beginning to dominate overall compute demand, which increases the total number of GPUs required. Supply chain bottlenecks such as HBM memory, advanced packaging, and power availability are likely to limit growth more than demand itself. Hyperscaler capex is therefore likely to remain elevated at least through 2027 because infrastructure investment is being made ahead of future demand. Nvidia demand outlook Direction versus the previous week: positive. GPU capacity continues to be reserved for new AI clusters. TSMC capacity and HBM supply remain below demand. New contracts from AI startups and hyperscalers support ongoing GPU demand. Conclusion: The AI infrastructure cycle shows no clear signs of slowing at this stage. In the near term Nvidia demand is expected to remain strong, with the primary limiting factor likely to be supply chain constraints rather than demand.
- 6 t sitten · Muokattu6 t sitten · MuokattuEn tällä hintaa ostaisi, korjaus tulossa alaspäin vuoden sisällä, 150 tasolla lisäilyä vasta..
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
2026 Q4 -tulosraportti
19 päivää sitten
‧1 t 6 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 19.11.2025 | ||
2026 Q2 -tulosraportti 27.8.2025 | ||
Vuosittainen yhtiökokous 2025 25.6.2025 | ||
2026 Q1 -tulosraportti 28.5.2025 |
0,01 USD/osake
Viimeisin osinko
0,02%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sittenContest: What new and cool is being presented at GTC?·3 t sittenVera rubin - the world's most powerful chip to date, and better possibility for efficient cooling of data centers
- 5 t sitten5 t sittenBullshit, right .. Weekly Report: AI Infrastructure Capex vs AI Revenue Summary AI capex: Investment by major hyperscalers remains strongly increasing. Combined 2026 capex guidance from the four largest players is roughly in the range of 635–665 billion dollars, clearly above 2025 levels. AI revenue: Growth is strong through cloud services, AI APIs, and advertising optimization, but investment is still running well ahead of revenue streams. GPU demand signals: Datacenter cluster construction and GPU procurement continue aggressively. New AI compute contracts and capacity reservations are still being signed. TSMC signals: Demand for AI chips continues to exceed production capacity on several advanced process nodes, indicating sustained order pressure. Overall picture: The AI infrastructure cycle still appears expansionary rather than slowing. Bottlenecks are more related to power availability, HBM memory, and advanced packaging rather than demand. Key signals by company Microsoft: AI capex direction is increasing. Azure AI demand is exceeding available capacity. GPU clusters are expanding and datacenter power constraints are appearing. Interpretation: demand exceeds capacity. Alphabet: AI capex direction is increasing. Gemini usage and AI integration across products are growing. Capex could reach roughly 175–185 billion dollars. Interpretation: infrastructure expansion continues. Amazon: AI capex direction is increasing. Demand for AI cloud services is growing strongly. Massive datacenter construction is underway. Interpretation: long infrastructure investment cycle. Meta: AI capex direction is increasing. AI is improving ad targeting and monetization. The company is investing heavily in infrastructure and developing its own AI silicon. Interpretation: continued infrastructure focus. Nvidia: Demand is increasing as hyperscalers expand AI infrastructure. GPU sales are driven by hyperscaler orders and large AI compute contracts. Interpretation: demand remains extremely strong. TSMC: AI-related production is increasing and advanced nodes are running at full utilization. Demand for AI chips is pushing manufacturing capacity to its limits. Interpretation: supply chain bottleneck. Supply-side signals GPU orders: Large AI compute contracts continue to be signed, including multi-year GPU supply agreements for large AI clusters. Hyperscalers are reserving GPU capacity several years in advance. TSMC: Demand for advanced-node manufacturing capacity continues to exceed supply. AI accelerators are rapidly moving from 3-nanometer nodes toward 2-nanometer nodes, increasing wafer demand. Advanced packaging technologies such as HBM memory integration and CoWoS packaging remain key bottlenecks for GPU deliveries. Datacenter construction: Hyperscalers are spending hundreds of billions of dollars building new datacenters and AI clusters. Expansion constraints are more related to power availability and logistics than to financing. Trend commentary for the next 6–18 months The current AI infrastructure cycle resembles an industrial infrastructure build-out rather than a traditional IT capex cycle. Compute demand is continuing to grow, driven by large language model inference and the rise of AI agents. Inference workloads are beginning to dominate overall compute demand, which increases the total number of GPUs required. Supply chain bottlenecks such as HBM memory, advanced packaging, and power availability are likely to limit growth more than demand itself. Hyperscaler capex is therefore likely to remain elevated at least through 2027 because infrastructure investment is being made ahead of future demand. Nvidia demand outlook Direction versus the previous week: positive. GPU capacity continues to be reserved for new AI clusters. TSMC capacity and HBM supply remain below demand. New contracts from AI startups and hyperscalers support ongoing GPU demand. Conclusion: The AI infrastructure cycle shows no clear signs of slowing at this stage. In the near term Nvidia demand is expected to remain strong, with the primary limiting factor likely to be supply chain constraints rather than demand.
- 6 t sitten · Muokattu6 t sitten · MuokattuEn tällä hintaa ostaisi, korjaus tulossa alaspäin vuoden sisällä, 150 tasolla lisäilyä vasta..
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt