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同社は中国市場へのH20などの先進的チップの販売を禁止されており、中国はAIインフラストラクチャーにおける重要な市場である。その結果、ファン氏によれば、エヌビディアは55億ドルの在庫を償却し、約150億ドルの売上を放棄することとなった。
「歴史上、これほどの在庫を償却した企業は存在しない」とファン氏は述べた。「我々は150億ドルの売上と、おそらく30億ドル相当の税金を放棄した」
通報 ...
同社は中国市場へのH20などの先進的チップの販売を禁止されており、中国はAIインフラストラクチャーにおける重要な市場である。その結果、ファン氏によれば、エヌビディアは55億ドルの在庫を償却し、約150億ドルの売上を放棄することとなった。
「歴史上、これほどの在庫を償却した企業は存在しない」とファン氏は述べた。「我々は150億ドルの売上と、おそらく30億ドル相当の税金を放棄した」
There appeared to be no material news driving shares lower on Monday; rather, a recent run-up in price could be to blame. Ramping interest in AI at both the federal and commercial level has been a boon for growth, sending Palantir higher over the past few years.
The stock began rising sharply in 2024 and continued to climb. Shares have gained 68% this year and 487% over the past 12 months.
However, fundamentals may tamp down future growth. Barron’s previously reported on Palantir’s high valuation and three-year beta, which represents a stock’s volatility relative to the broader market.
A beta value greater than 1 indicates a stock is more volatile than the market itself. At the time of reporting in late March, Palantir had a three-year beta of 1.8. At last check, that figure had decreased marginally to 1.5, according to Dow Jones Market Data.
Moreover, Palantir’s valuation remains sky-high. The most recent data shows the stock trading at 198 times 12-month forward earnings.
Shares declined earlier this month on the heels of Palantir’s first-quarter earnings report. While revenue topped analysts’ expectations, commercial revenue growth outside the U.S. fell 5%, largely due to poor performance in Europe.
Enthusiasm abounds for the company’s potential to dominate the market for AI-powered data analytics. Palantir remains firmly rooted in the defense sector, and appears to be the platform of choice for the U.S. Army and other agencies. However, the stock’s fundamentals may make it a less attractive buy to some analysts.