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ChinaTechNews.com Staff@ChinaTechNews.com //

Nvidia's Sales Soar with AI Driven Growth Signals 2025 Expansion - Nvidia reported substantial financial results driven by AI, beating quarterly earnings estimates and increasing guidance, signaling continued growth in the AI sector and its leadership in providing hardware for AI advancements.
Nvidia Corp. has signaled a strong trajectory for AI-driven growth into 2025, bolstered by a solid fourth-quarter earnings and revenue beat. The company's revenue jumped 78% year-over-year, surpassing investor expectations, with earnings reaching $0.89 per share, exceeding estimates. Nvidia's guidance for the current quarter indicates continued growth, forecasting sales of $43 billion, which further demonstrates the company's confidence in sustained demand for its AI-related products.

Nvidia's success is attributed to the high demand for its GPUs, particularly for AI applications. The company has begun producing its next-generation Blackwell GPUs, with CEO Jensen Huang noting strong demand. Data Center revenue saw a remarkable increase of 93% year-over-year, reaching $35.6 billion. This performance underscores Nvidia's leadership in providing hardware for AI advancements and its pivotal role in the ongoing AI revolution.

Recommended read:
References :
  • NextBigFuture.com: Nvidia once again beat the quarterly earnings estimate and increased guidance more than expectations. Revenue: $39.3B vs. $38.1B est (+78% YoY) • EPS: $0.89 vs. $0.85 est • Data Center: $35.6B vs $33.5B est (+93% YoY)
  • www.theguardian.com: Nvidia beats Wall Street expectations in first earnings after DeepSeek’s AI debut - Investors were eyeing the firm for signs of slowing demand after revelation high-end chips not necessary, but found few surpassed investor expectations for the fourth quarter of 2024 with a 78% jump in revenue year over year.
  • Dataconomy: Quarterly earnings from Nvidia (NVDA.O) on Wednesday stand as a significant event for markets amid investor scrutiny regarding substantial spending in artificial intelligence (AI).
  • SiliconANGLE: Chipmaker Nvidia Corp. today signaled that it’s on course for yet more artificial intelligence-driven growth in 2025 after delivering a solid fourth-quarter earnings and revenue beat and offering strong guidance for the current quarter.
  • bsky.app: Nvidia’s Q4 revenue soared 78% YoY to $39.3B versus $38.05B expected, driven by strong demand for Blackwell AI chips.
  • ChinaTechNews.com: Nvidia posts $39B quarter: Has the AI chip giant defied market jitters over DeepSeek?
  • The Register - Software: Cash torrent pouring into Nvidia slows – despite booming Blackwell adoption
  • SiliconANGLE: Nvidia’s fine! Besides, who else is going to power all these new AI models?
  • insideAI News: Feb. 28, 2025 — SoftBank Corp., ZutaCore and Hon Hai Technology Group (Foxconn) today announced that they implemented ZutaCore’s two-phase direct liquid cooling technology*1 in an AI server using NVIDIA accelerated computing. The companies said this is the first implementation*2 of ZutaCore’s two-phase DLC*1 using NVIDIA H200 GPUs. In addition, SoftBank designed and developed a rack-integrated […]
  • THE DECODER: Chinese dealers advertise Nvidia's Blackwell processors despite strict US export controls
Rich Ord@WebProNews //

South Korea Plans Massive AI Data Center with 3 Gigawatts - South Korea plans a 3-gigawatt AI data center to drive digital innovation, aiming for global AI leadership by combining technology with renewable energy.
South Korea is embarking on an ambitious plan to build a 3-gigawatt AI data center, aiming to revolutionize its digital landscape and secure a leading position in the global AI arena. This monumental project signifies a national strategy to harness advanced computational capabilities and drive innovation across various sectors, including autonomous vehicles, smart cities, advanced robotics, and healthcare systems. The data center is anticipated to attract both domestic and international tech firms, fostering innovation and potentially creating thousands of high-skilled jobs. The project is a strategic leap forward for Korea’s global technological leadership.

This initiative reflects South Korea’s commitment to merging high-tech advancements with sustainable practices. The project is designed to deliver a high amount of power and with its enormous energy needs, there is a focus on how to power it responsibly. Industry experts suggest that integrating renewable energy sources, such as solar, wind, or next-generation battery storage technologies, could be key to mitigating environmental impacts. This approach will help reduce carbon emissions and position the nation as a leader in this space.

Recommended read:
References :
  • www.artificialintelligence-news.com: South Korea is preparing to host the world’s largest AI data centre by capacity, setting its sights on global technological leadership.
  • WebProNews: South Korea’s $35 Billion AI Data Center: A Technological and Economic Game-Changer
  • AI News: South Korea is preparing to host the world’s largest AI data centre by capacity, setting its sights on global technological leadership.
  • www.it-daily.net: Reports that DeepSeek is banned in South Korea.
  • GZERO Media: South Korea halts downloads of DeepSeek.
  • www.eweek.com: South Korea’s Data Center Power Play: 3 Gigawatts for an AI Revolution
Kyle Wiggers@TechCrunch //

Meta Invests Heavily in AI Infrastructure - Meta is significantly increasing its capital expenditure to $60-80 billion in 2025, focusing on data centers and GPU infrastructure for AI development, aiming to acquire 1.3 million GPUs by the end of the year, responding to AI competition, including the rise of Chinese AI.
Meta, led by CEO Mark Zuckerberg, is significantly increasing its investment in AI infrastructure, projecting a capital expenditure of $60 to $80 billion in 2025. This substantial investment is primarily targeted towards building new data centers and expanding its GPU capacity, aiming to possess over 1.3 million GPUs by the end of the year. This aggressive move is in response to the intensifying competition within the AI sector, fueled by the rise of open source AI models and advancements particularly from Chinese AI companies, and also the AI race with other tech companies such as Microsoft who are also spending billions on AI.

This massive expansion is intended to support Meta's ambitions in generative AI with Llama 4, aiming to develop an 'AI engineer' and to become a leading AI assistant serving billions of users. The company is building a massive data center consuming over 1 gigawatt of compute power this year which will eventually rise to 2 gigawatts, a move that is expected to drive core product development and extend American technology leadership. Meta's planned investment is part of a broader industry trend where rivals like Microsoft and OpenAI are also making significant financial commitments to build out AI infrastructure.

Recommended read:
References :
  • www.analyticsvidhya.com: Meta Platforms, led by CEO Mark Zuckerberg, is making a bold move to lead in the AI Space. The company plans to invest up to $65 billion in AI infrastructure and development in 2025.
  • Bloomberg Technology: Meta Boosts Capex to $65B, Chip Stocks Face Outlook Worries | Bloomberg Technology
  • AAKL: Mark Zuckerberg says Meta plans to spend over $60 billion on AI as Silicon Valley panics over Chinese competition
  • PCMag Middle East ai: Zuckerberg Looks to Double Meta's GPU Stock to 1.3 Million for AI Training
  • TechCrunch: Meta CEO Mark Zuckerberg said that the company plans to significantly up its capital expenditures this year as it aims to keep pace with rivals in the cutthroat AI space.
  • www.foxbusiness.com: Facebook owner investing up to $65 billion towards AI in 2025.
  • Analytics Vidhya: Mark Zuckerberg Announces $65 Billion AI Investment for 2025
@www.cnbc.com //

Meta Vows Massive AI Investments Strategy - Meta is investing heavily in AI, with long-term commitments of "hundreds of billions," while reporting a 21% revenue increase to $48.4B and a 49% net income increase to $20.8B, with Reality Labs beating sales and user targets.
Meta is significantly increasing its investment in artificial intelligence, with CEO Mark Zuckerberg pledging "hundreds of billions" of dollars in long-term spending. This strategic move comes as Meta reports a strong fourth quarter, boasting a 21% year-over-year revenue increase to $48.4 billion and a 49% jump in net income to $20.8 billion. Zuckerberg views this massive investment in AI infrastructure as a crucial "strategic advantage" for Meta's future, enabling them to compete effectively and serve their billions of users. This move is in part a response to the emergence of new competitors like DeepSeek.

Meta's Reality Labs, while still operating at a loss of $4.97 billion in Q4, has shown positive signs with revenue up 1% year-over-year to $1.1 billion. Furthermore, internal memos reveal that Reality Labs surpassed nearly all sales and user targets for 2024, experiencing a 40% overall sales growth. Meta is particularly focused on developing open-source AI models, aiming to make Llama 4 the most competitive in the world. This open-source strategy is seen as a way to allow Meta to innovate and compete with established AI leaders, despite recent market anxieties regarding DeepSeek.

Recommended read:
References :
  • africa.businessinsider.com: In an internal memo, Andrew Bosworth says Meta's Reality Labs beat nearly all its sales and user targets for 2024, growing sales ">40% YoY overall" (Jyoti Mann/Business Insider)
  • techcrunch.com: Mark Zuckerberg says spending heavily on AI infrastructure is a "strategic advantage" and vows Meta will invest "hundreds of billions" in AI over the long term (Charles Rollet/TechCrunch)
  • www.cnbc.com: Meta's Reality Labs posts Q4 revenue up 1% YoY to $1.1B, vs. $1.1B est., and a $4.97B operating loss, vs. $5.4B est.; Reality Labs has lost $60B+ since 2020 (Jonathan Vanian/CNBC)

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