2025 Q3 -tulosraportti
109 päivää sitten
‧43 min
Tarjoustasot
Oslo Børs
Määrä
Osto
5
Myynti
Määrä
70
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 148 | - | - | ||
| 417 | - | - | ||
| 162 | - | - | ||
| 403 | - | - |
Ylin
36,75VWAP
Alin
32,7VaihtoMäärä
10,2 291 193
VWAP
Ylin
36,75Alin
32,7VaihtoMäärä
10,2 291 193
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 19.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 5.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenAnything special happening here today? Buying pressure? Any larger blocks? Thanks in advance!
·1 päivä sittenI doubt pump and dump considering all off-market trading since early January. You can see that shares are moving from nominee accounts to regular accounts, meaning more visibility. We have also seen many days with high volume without news. There is a lot of positive on the horizon, but at the same time, one doesn't know when it will come. D-Matrix has started selling cards and racks, too bad they don't have to publish sales figures. It would also be nice with more information from the company; we'll see what the new CEO has to say on Thursday. But by all means, I'm just guessing. Too bad if you are right. Good luck next week.
·1 päivä sittenA quick search on how much of Mag7 capex goes to inference and AI acceleration based on Q4 guidance: -«Short answer: The guidance after Q4 shows that most of MAG7 capex now goes to inference capacity and AI infrastructure, not pure model training.» -«1. Total capex picture after Q4 guidance Hyperscalers (MSFT, AMZN, GOOGL, META) collectively signal: • ~$600–700 bn capex in 2026 • up ~60–70 % YoY • almost everything related to AI build-out -The market interprets this as the largest infra build-out in tech history. -2. Training vs inference — the important change 2023–2024 = training phase 2025–2026 = inference phase This is the key. «Why inference is now largest: •every ChatGPT-prompt costs compute every time •AI search → 5–10× more compute than regular search. •AI agents = continuous workload Inference is therefore the OPEX generator that requires CAPEX first. Q4 guidance specifically points to: ✅ AI speed (latency infra) • NVLink / high-speed interconnect • InfiniBand / Ethernet fabrics • memory bandwidth • edge inference nodes This is directly aimed at: 👉 faster response time 👉 cheaper tokens 👉 higher throughput per watt So: AI speed economics, not just more compute. 6. Why this is extremely bullish for “AI-second derivative” This explains why the market is now pricing up: • networking (Arista, Broadcom) • inference accelerators • smartNIC / offload (Napatech-type case you follow) • memory & interconnect Because: 👉 Training = GPU cycle 👉 Inference = permanent infra cycle Inference never stops. -Bottom line Based on Q4 guidance and analyst consensus: ✅ ~70–85% of MAG7 capex now goes to AI infra + inference capacity + speed optimization ❗ Only 10–20% goes to pure model training And the trend accelerates in 2026.
·1 päivä sittenwhen is report, can't find anything on Nordnet
·2 päivää sittenhttps://m.economictimes.com/tech/artificial-intelligence/indian-born-founders-of-d-matrix-lead-the-ai-inference-revolution/articleshow/128408199.cms New big article in Economic Times (Feb 16, 2026) hails d-Matrix as kings of “age of inference” – where inference now consumes >60% of ALL AI cost at hyperscalers (trillions of dollars market incoming!). They talk about rack-scale as the new king, ultra-low latency interconnect between servers, and JetStream as “glue” to scale inference without GPU-driven chaos. Guess what? Napatech is their PARTNER! Our design win (May 2025) with Altera-NICs gives d-Matrix exactly the efficient, low-latency scale-out they need for distributed inference across servers. This is not just talk – it's real revenue potential when d-Matrix rolls out Corsair and ramps up! d-Matrix has $275M funding, $2B valuation, and indie-founders who say “inference is the new sunlight”. With Q4 IMS just days away (Feb 26) – think pipeline update, ramp from d-Matrix and strong 2026 guidance… This could be real fireworks! 💥
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.
2025 Q3 -tulosraportti
109 päivää sitten
‧43 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenAnything special happening here today? Buying pressure? Any larger blocks? Thanks in advance!·1 päivä sittenI doubt pump and dump considering all off-market trading since early January. You can see that shares are moving from nominee accounts to regular accounts, meaning more visibility. We have also seen many days with high volume without news. There is a lot of positive on the horizon, but at the same time, one doesn't know when it will come. D-Matrix has started selling cards and racks, too bad they don't have to publish sales figures. It would also be nice with more information from the company; we'll see what the new CEO has to say on Thursday. But by all means, I'm just guessing. Too bad if you are right. Good luck next week.
- ·1 päivä sittenA quick search on how much of Mag7 capex goes to inference and AI acceleration based on Q4 guidance: -«Short answer: The guidance after Q4 shows that most of MAG7 capex now goes to inference capacity and AI infrastructure, not pure model training.» -«1. Total capex picture after Q4 guidance Hyperscalers (MSFT, AMZN, GOOGL, META) collectively signal: • ~$600–700 bn capex in 2026 • up ~60–70 % YoY • almost everything related to AI build-out -The market interprets this as the largest infra build-out in tech history. -2. Training vs inference — the important change 2023–2024 = training phase 2025–2026 = inference phase This is the key. «Why inference is now largest: •every ChatGPT-prompt costs compute every time •AI search → 5–10× more compute than regular search. •AI agents = continuous workload Inference is therefore the OPEX generator that requires CAPEX first. Q4 guidance specifically points to: ✅ AI speed (latency infra) • NVLink / high-speed interconnect • InfiniBand / Ethernet fabrics • memory bandwidth • edge inference nodes This is directly aimed at: 👉 faster response time 👉 cheaper tokens 👉 higher throughput per watt So: AI speed economics, not just more compute. 6. Why this is extremely bullish for “AI-second derivative” This explains why the market is now pricing up: • networking (Arista, Broadcom) • inference accelerators • smartNIC / offload (Napatech-type case you follow) • memory & interconnect Because: 👉 Training = GPU cycle 👉 Inference = permanent infra cycle Inference never stops. -Bottom line Based on Q4 guidance and analyst consensus: ✅ ~70–85% of MAG7 capex now goes to AI infra + inference capacity + speed optimization ❗ Only 10–20% goes to pure model training And the trend accelerates in 2026.
- ·1 päivä sittenwhen is report, can't find anything on Nordnet
- ·2 päivää sittenhttps://m.economictimes.com/tech/artificial-intelligence/indian-born-founders-of-d-matrix-lead-the-ai-inference-revolution/articleshow/128408199.cms New big article in Economic Times (Feb 16, 2026) hails d-Matrix as kings of “age of inference” – where inference now consumes >60% of ALL AI cost at hyperscalers (trillions of dollars market incoming!). They talk about rack-scale as the new king, ultra-low latency interconnect between servers, and JetStream as “glue” to scale inference without GPU-driven chaos. Guess what? Napatech is their PARTNER! Our design win (May 2025) with Altera-NICs gives d-Matrix exactly the efficient, low-latency scale-out they need for distributed inference across servers. This is not just talk – it's real revenue potential when d-Matrix rolls out Corsair and ramps up! d-Matrix has $275M funding, $2B valuation, and indie-founders who say “inference is the new sunlight”. With Q4 IMS just days away (Feb 26) – think pipeline update, ramp from d-Matrix and strong 2026 guidance… This could be real fireworks! 💥
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
Oslo Børs
Määrä
Osto
5
Myynti
Määrä
70
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 148 | - | - | ||
| 417 | - | - | ||
| 162 | - | - | ||
| 403 | - | - |
Ylin
36,75VWAP
Alin
32,7VaihtoMäärä
10,2 291 193
VWAP
Ylin
36,75Alin
32,7VaihtoMäärä
10,2 291 193
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 19.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 5.11.2024 |
2025 Q3 -tulosraportti
109 päivää sitten
‧43 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 | |
|---|---|
2025 Q4 -tulosraportti 19.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 | ||
2024 Q3 -tulosraportti 5.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenAnything special happening here today? Buying pressure? Any larger blocks? Thanks in advance!·1 päivä sittenI doubt pump and dump considering all off-market trading since early January. You can see that shares are moving from nominee accounts to regular accounts, meaning more visibility. We have also seen many days with high volume without news. There is a lot of positive on the horizon, but at the same time, one doesn't know when it will come. D-Matrix has started selling cards and racks, too bad they don't have to publish sales figures. It would also be nice with more information from the company; we'll see what the new CEO has to say on Thursday. But by all means, I'm just guessing. Too bad if you are right. Good luck next week.
- ·1 päivä sittenA quick search on how much of Mag7 capex goes to inference and AI acceleration based on Q4 guidance: -«Short answer: The guidance after Q4 shows that most of MAG7 capex now goes to inference capacity and AI infrastructure, not pure model training.» -«1. Total capex picture after Q4 guidance Hyperscalers (MSFT, AMZN, GOOGL, META) collectively signal: • ~$600–700 bn capex in 2026 • up ~60–70 % YoY • almost everything related to AI build-out -The market interprets this as the largest infra build-out in tech history. -2. Training vs inference — the important change 2023–2024 = training phase 2025–2026 = inference phase This is the key. «Why inference is now largest: •every ChatGPT-prompt costs compute every time •AI search → 5–10× more compute than regular search. •AI agents = continuous workload Inference is therefore the OPEX generator that requires CAPEX first. Q4 guidance specifically points to: ✅ AI speed (latency infra) • NVLink / high-speed interconnect • InfiniBand / Ethernet fabrics • memory bandwidth • edge inference nodes This is directly aimed at: 👉 faster response time 👉 cheaper tokens 👉 higher throughput per watt So: AI speed economics, not just more compute. 6. Why this is extremely bullish for “AI-second derivative” This explains why the market is now pricing up: • networking (Arista, Broadcom) • inference accelerators • smartNIC / offload (Napatech-type case you follow) • memory & interconnect Because: 👉 Training = GPU cycle 👉 Inference = permanent infra cycle Inference never stops. -Bottom line Based on Q4 guidance and analyst consensus: ✅ ~70–85% of MAG7 capex now goes to AI infra + inference capacity + speed optimization ❗ Only 10–20% goes to pure model training And the trend accelerates in 2026.
- ·1 päivä sittenwhen is report, can't find anything on Nordnet
- ·2 päivää sittenhttps://m.economictimes.com/tech/artificial-intelligence/indian-born-founders-of-d-matrix-lead-the-ai-inference-revolution/articleshow/128408199.cms New big article in Economic Times (Feb 16, 2026) hails d-Matrix as kings of “age of inference” – where inference now consumes >60% of ALL AI cost at hyperscalers (trillions of dollars market incoming!). They talk about rack-scale as the new king, ultra-low latency interconnect between servers, and JetStream as “glue” to scale inference without GPU-driven chaos. Guess what? Napatech is their PARTNER! Our design win (May 2025) with Altera-NICs gives d-Matrix exactly the efficient, low-latency scale-out they need for distributed inference across servers. This is not just talk – it's real revenue potential when d-Matrix rolls out Corsair and ramps up! d-Matrix has $275M funding, $2B valuation, and indie-founders who say “inference is the new sunlight”. With Q4 IMS just days away (Feb 26) – think pipeline update, ramp from d-Matrix and strong 2026 guidance… This could be real fireworks! 💥
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
Oslo Børs
Määrä
Osto
5
Myynti
Määrä
70
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 148 | - | - | ||
| 417 | - | - | ||
| 162 | - | - | ||
| 403 | - | - |
Ylin
36,75VWAP
Alin
32,7VaihtoMäärä
10,2 291 193
VWAP
Ylin
36,75Alin
32,7VaihtoMäärä
10,2 291 193
Välittäjätilasto
Dataa ei löytynyt