"Patience is a Super Power" - "The Money is in the waiting"
Showing posts with label nVidia. Show all posts
Showing posts with label nVidia. Show all posts

Wednesday, March 12, 2025

Practical business problem solved proving quantum supremacy says D-Wave Quantum!

             


 D-Wave Quantum Inc. (NYSE: QBTS) announced today that its Advantage2 annealing quantum computer has achieved a significant milestone in quantum computing by outperforming one of the world's most powerful classical supercomputers in solving complex magnetic materials simulation problems. This accomplishment, detailed in the peer-reviewed journal Science, represents the first demonstration of quantum computational supremacy on a practical, real-world problem. ​ft.com+9stocktitan.net+9Benzinga+9

In the study, D-Wave's quantum computer simulated the behavior of magnetic materials—a task that would have taken a classical supercomputer nearly one million years to complete. This breakthrough is particularly significant for fields such as materials discovery, medical imaging, electronics, and superconductors, where understanding the quantum nature of magnetic materials is crucial. ​Barron's+4stocktitan.net+4wsj.com+4Benzinga+4stocktitan.net+4stocktitan.net+4

The Advantage2 system used in this research was fabricated in collaboration with SkyWater Technology, a U.S.-based semiconductor manufacturer. This partnership underscores the importance of domestic manufacturing in advancing global technology leadership. ​Barron's+5businesswire.com+5businesswire.com+5stocktitan.net+3Benzinga+3businesswire.com+3

Following the announcement, D-Wave's stock experienced a notable increase, reflecting investor optimism about the company's technological advancements and their potential applications across various industries. ​investors.com

D-Wave's Quantum Supremacy Claim Sparks Industry Buzz

Tuesday, March 11, 2025

Nvidia's interest and investment in Recursion Pharmaceuticals (RXRX) in 2025 could be a game changer for this small-cap!

 

 


Recursion Pharmaceuticals (NASDAQ: RXRX) is a clinical-stage biotechnology company that integrates advanced technologies across biology, chemistry, automation, data science, and engineering to decode complex biological systems. Here's an updated overview of the company's financials, partnerships, technological advancements, product pipeline, and other pertinent information:

Financial Overview

  • Cash Position: As of December 31, 2024, Recursion reported cash, cash equivalents, and restricted cash totaling $603.0 million, up from $401.4 million on the same date in 2023.ir.recursion.com

  • Revenue: The company achieved total revenue of $83 million for the fiscal year 2024, reflecting a strong financial performance.tipranks.com

  • Research and Development Expenses: R&D expenses were $74.6 million for Q3 2024, up from $70.0 million in Q3 2023, indicating continued investment in platform expansion and upgrades.globenewswire.com

  • Net Loss: The net loss for Q3 2024 was $95.8 million, compared to $93.0 million in Q3 2023, reflecting ongoing investments in research and development.globenewswire.com

Strategic Partnerships

  • NVIDIA: In July 2023, NVIDIA invested $50 million in Recursion to accelerate the development of AI foundation models for biology and chemistry. This collaboration leverages Recursion's extensive proprietary dataset and NVIDIA's cloud services, including the DGX™ Cloud and BioNeMo platform, to enhance drug discovery capabilities.en.wikipedia.org

  • Roche and Genentech: In December 2021, Recursion entered into a partnership with Roche and its subsidiary Genentech, potentially worth up to $12 billion, to advance therapies in neuroscience and other areas.en.wikipedia.org

  • Bayer: The company has a strategic collaboration with Bayer focusing on oncology research, building upon a previous partnership targeting fibrotic diseases.en.wikipedia.org

  • Exscientia Acquisition: In August 2024, Recursion acquired UK-based biotechnology company Exscientia for $688 million, adding a technology-enabled clinical pipeline and precision chemistry capabilities.globenewswire.com+1en.wikipedia.org+1

Technological Infrastructure

  • Recursion OS: The company's proprietary operating system integrates wet-lab and dry-lab biology experiments, enabling the generation of massive datasets to map and navigate complex biological relationships.sec.gov

  • BioHive-2 Supercomputer: In May 2024, Recursion completed BioHive-2, an NVIDIA-powered AI supercomputer comprising 63 DGX H100 systems with a total of 504 NVIDIA H100 Tensor Core GPUs. Ranked #35 in the TOP500 list of the world's most powerful supercomputers, BioHive-2 significantly enhances Recursion's computational capabilities, facilitating more efficient training of large-scale AI models.

Product Pipeline and Clinical Developments

  • REC-994: This experimental drug targets cerebral cavernous malformation (CCM), a rare brain-related condition. In a mid-stage study reported in September 2024, REC-994 demonstrated safety and tolerability. MRI-based data indicated that the highest dose reduced the number of lesions. However, improvements reported by patients or doctors were not observed at the end of the 12-month treatment period. Recursion plans to meet with the U.S. Food and Drug Administration to discuss further clinical studies.Reuters

  • Clinical Trial Outlook: Recursion anticipates seven clinical trial readouts over the next 18 months for its programs and approximately ten readouts collectively over the same period, including those from the Exscientia acquisition.globenewswire.com+1en.wikipedia.org+1

Intellectual Property

  • Patent Portfolio: As of February 2025, Recursion holds a total of 149 patents globally, with 58 granted. Notably, over 78% of these patents remain active. The majority are filed in the United States, followed by Europe and Canada.

Conclusion

Recursion Pharmaceuticals continues to leverage its robust financial position, strategic partnerships, and advanced technological infrastructure to pioneer AI-driven drug discovery and development. The company's expanding patent portfolio and active clinical pipeline underscore its commitment to transforming the pharmaceutical industry through innovative approaches to complex diseases.

Nvidia-backed Recursion's shares fall on mixed data for rare disorder drug
FaviconReuters

Monday, March 10, 2025

Is it time for Intel? Trading below it's moving averages, a cautious approach is probably in order.


 Intel Corporation (NASDAQ: INTC) is a leading multinational technology company renowned for designing and manufacturing microprocessors, chipsets, and various semiconductor components. Founded in 1968 and headquartered in Santa Clara, California, Intel has played a pivotal role in shaping the modern computing landscape.

Current Business Overview

Intel operates through several key segments:en.wikipedia.org

  • Client Computing Group (CCG): Focuses on personal computing products, including processors and chipsets for PCs and mobile devices.

  • Data Center Group (DCG): Provides server technologies and solutions for enterprise and cloud service providers.

  • Internet of Things Group (IoT): Delivers solutions for connecting devices across various industries.

  • Programmable Solutions Group (PSG): Offers programmable semiconductors, primarily Field-Programmable Gate Arrays (FPGAs).en.wikipedia.org

Financial Performance

Intel's recent financial performance has faced challenges:en.wikipedia.org+14apnews.com+14thetimes.co.uk+14

  • 2024 Financial Results: The company reported a revenue of $53.1 billion, a decrease from previous years, and a net loss of $19.2 billion.en.wikipedia.org

  • Cash Flow: In the fourth quarter of 2024, Intel generated $3.2 billion in cash from operations.intc.com

Strategic Initiatives and Future Focus

Intel has embarked on several strategic initiatives to regain its competitive edge:

  • Intel Foundry Services (IFS): Launched under the "IDM 2.0" strategy, IFS aims to offer manufacturing services to external clients. Notably, Nvidia and Broadcom are testing Intel's 18A process for their chip designs, potentially leading to significant contracts.welt.de+6barrons.com+6finance.yahoo.com+6

  • Manufacturing Expansion: Intel is investing in new fabrication plants (fabs) to enhance production capabilities:axios.com

    • Ohio Facility: Announced a $20 billion investment in a semiconductor factory in Licking County, Ohio. However, the timeline has been adjusted, with production facilities now expected to be completed in 2030 and 2031.axios.com+1marketwatch.com+1

    • Germany Facility: Plans for a €17 billion investment in Magdeburg, Germany, have been postponed, with production now slated for 2027.welt.de+2en.wikipedia.org+2de.wikipedia.org+2

    • Ireland Facility: Intel opened Fab 34 in Leixlip, Ireland, with a €17 billion investment, marking a significant expansion of its manufacturing footprint in Europe.en.wikipedia.org+1en.wikipedia.org+1

Recent Developments

  • Leadership Changes: In December 2024, CEO Pat Gelsinger retired amid financial challenges. David Zinsner and Michelle Johnston Holthaus were appointed interim co-CEOs as the company searches for a permanent leader.en.wikipedia.org+2apnews.com+2nypost.com+2

  • CHIPS and Science Act: Intel secured $8.5 billion in federal grants to build new fabs in Arizona and Ohio and to upgrade existing plants in Oregon and New Mexico, aligning with efforts to bolster domestic semiconductor manufacturing.en.wikipedia.org+1investors.com+1

Investment Considerations

Investors should weigh the following factors:

  • Competitive Landscape: Intel faces stiff competition from companies like TSMC and Nvidia. Its ability to attract clients like Nvidia and Broadcom to its foundry services could signal a positive shift.thetimes.co.uk+1barrons.com+1

  • Financial Health: The recent net loss and leadership changes highlight challenges. However, strategic investments and potential new contracts may pave the way for recovery.en.wikipedia.org+2apnews.com+2thetimes.co.uk+2

  • Manufacturing Expansion: Intel's substantial investments in new fabs demonstrate a commitment to enhancing production capabilities, though delays in some projects warrant attention.

In conclusion, while Intel faces challenges, its strategic initiatives and investments position it to potentially regain its competitive stature in the semiconductor industry.

​Intel Corp. (INTC)

$20.44
-$37.96(-65.00%)Past 5 years

As of March 10, 2025, Intel Corporation (NASDAQ: INTC) is trading at $20.44. Technical analysis indicates a predominantly bearish outlook:kavout.com
  • Moving Averages: The stock is trading below key moving averages, including the 50-day ($21.22) and 200-day ($24.15) simple moving averages, signaling potential downward momentum.barchart.com

  • Relative Strength Index (RSI): An RSI of 40.52% suggests the stock is nearing oversold conditions, which could precede a rebound.barchart.com

  • Trend Analysis: INTC is exhibiting weak performance within a declining trend channel over the medium to long term, indicating increasing pessimism among investors and a potential for further decline.investtech.com

Recent developments include reports that Nvidia and Broadcom are testing Intel's 18A manufacturing process for advanced AI-chip production, which could lead to significant manufacturing deals for Intel.markets.businessinsider.com

Given the current technical indicators and market conditions, it may be prudent to exercise caution and await more favorable signals before considering an investment in Intel's stock.

Intel's Strategic Moves Amidst Industry Challenges

Sunday, March 9, 2025

From Google's Waymo, to Amazon's Zooks and Tesla's future Robo Taxi intentions, suppliers to these companies could see great gains!

 


Here is a ranked list of publicly traded companies supplying either Waymo or Tesla with technology, software, or components for their self-driving efforts. The ranking is based on influence and technological impact in the self-driving space.

Most Influential Public Companies Supplying Waymo & Tesla:

  1. NVIDIA (NVDA) – Provides AI computing platforms critical for autonomous driving.
  2. Intel (INTC) – Owns Mobileye, a leader in vision-based autonomous driving tech.
  3. Samsung Electronics (SSNLF, KRX: 005930) – Supplies Tesla’s Hardware 4 (HW4) self-driving chips.
  4. Magna International (MGA) – Supplies vehicle systems and components for self-driving.
  5. Panasonic (PCRFY, TYO: 6752) – Tesla’s primary battery supplier, key for EV autonomy.
  6. Bosch (Privately Held, but key supplier, included for reference) – Provides key sensors for autonomous driving.
  7. Continental AG (CTTAY, ETR: CON) – Develops electronic systems and sensors used in AVs.
  8. Aptiv (APTV) – Leader in autonomous driving safety and sensor tech.
  9. Luminar Technologies (LAZR) – Lidar sensor supplier, vital for perception in AVs.
  10. Zeekr (Geely's Subsidiary, HK: 0175 via parent company Geely Auto) – Partnered with Waymo for robotaxi production.

These publicly traded companies are among the most influential in advancing Tesla's and Waymo’s self-driving technology. Would you like a deeper look into any of these?

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Several of the previously mentioned publicly traded companies supply not only Waymo and Tesla but also other players in the autonomous vehicle (AV) and robotaxi market, including Zoox (an Amazon subsidiary) and others. Here's an overview:​

1. NVIDIA (NVDA):

  • Mobileye: In November 2021, NVIDIA partnered with Luminar Technologies to enhance lidar capabilities for autonomous vehicles.

2. Intel (INTC):

  • Mobileye: An Intel subsidiary, Mobileye has collaborated with various automakers, including BMW, Nissan, and Volkswagen, to integrate its autonomous driving technologies.en.wikipedia.org+1en.wikipedia.org+1

3. Luminar Technologies (LAZR):

4. Aurora Innovation (AUR):

5. Hyundai Motor Company (HYMTF):

  • Avride: In March 2025, Hyundai partnered with self-driving technology startup Avride to expand its robotaxi fleet, deploying 100 Hyundai Ioniq 5 vehicles equipped with Avride's autonomous technology.en.wikipedia.org+2theverge.com+2reuters.com+2

6. Magna International (MGA):

  • General Motors (GM): Magna has been involved in developing technologies pertinent to autonomous driving and has collaborated with companies like GM on self-driving initiatives.

7. Bosch:

  • Daimler (Mercedes-Benz): Bosch has partnered with Daimler to develop autonomous driving systems, particularly for urban environments.

8. Continental AG (CTTAY):

  • Various Automakers: Continental supplies sensors and control units essential for autonomous driving functionalities to multiple automakers.en.wikipedia.org

9. Aptiv (APTV):

10. Mobileye (MBLY): - Lyft: Mobileye has partnered with Lyft to integrate its self-driving technology into Lyft's ride-hailing platform, aiming to deploy robotaxis by 2026.

These collaborations highlight the interconnected ecosystem of suppliers and manufacturers working together to advance autonomous driving technologies across various platforms and services.

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Trump Tariffs impact on supply chains for AVs

The recent imposition of new U.S. tariffs on imports from Mexico, Canada, and China is poised to significantly impact companies supplying components and technology to autonomous vehicle (AV) manufacturers like Waymo, Tesla, and Zoox. Here's an analysis of the potential effects on these suppliers:​

1. Increased Operational Costs:

  • NVIDIA (NVDA): As a supplier of advanced computing platforms for AVs, NVIDIA relies on a global supply chain. Tariffs on Chinese imports, including electronic components, could escalate production costs, potentially leading to higher prices for their products.

  • Intel (INTC): Through its subsidiary Mobileye, Intel provides vision-based systems for autonomous driving. Tariffs affecting semiconductor components from China may increase manufacturing expenses, influencing the pricing of their technologies.

  • Samsung Electronics (SSNLF): Supplying processors for Tesla's self-driving systems, Samsung's production costs could rise due to tariffs on Chinese electronic parts, potentially affecting their profit margins.

2. Disruption of Supply Chains:

  • Magna International (MGA): As a global automotive supplier, Magna's operations span multiple countries. Tariffs on imports from Mexico and Canada could disrupt their supply chains, leading to delays and increased costs in delivering components to AV manufacturers.

  • Panasonic (PCRFY): Partnering with Tesla for battery production, Panasonic's supply chain might be affected by tariffs on raw materials or components sourced from China, potentially increasing production costs.

3. Strategic Reassessment:

  • Bosch: Providing sensors and components for autonomous vehicles, Bosch may need to reassess its sourcing and manufacturing strategies to mitigate the impact of tariffs, possibly leading to increased operational costs.

  • Continental AG (CTTAY): As a supplier of electronic systems and sensors, Continental might face higher costs due to tariffs on Chinese imports, prompting a reevaluation of their supply chain strategies.

4. Market Competitiveness:

  • Aptiv (APTV): Specializing in autonomous driving technologies, Aptiv could experience increased costs due to tariffs on electronic components from China, potentially affecting their competitiveness in the AV market.

  • Luminar Technologies (LAZR): Supplying lidar sensors essential for AVs, Luminar might face higher production costs if components are sourced from tariff-affected regions, influencing their pricing strategies.

5. Regulatory and Compliance Challenges:

  • Zeekr (via Geely Auto, HK: 0175): Partnering with Waymo for robotaxi production, Zeekr could encounter increased costs due to tariffs on Chinese-made vehicles and components, potentially affecting their collaboration dynamics.en.wikipedia.org

The new U.S. tariffs are likely to increase operational costs, disrupt supply chains, and necessitate strategic adjustments for these suppliers. These changes could lead to higher prices for AV manufacturers and, ultimately, consumers. Companies may need to explore alternative sourcing options, renegotiate supplier contracts, or absorb additional costs to maintain their market positions.

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Bottom Line for Investors in These Companies:

The new U.S. tariffs will create short-term headwinds for companies supplying technology and components to Waymo, Tesla, Zoox, and other AV makers. However, the long-term growth potential of autonomous driving and electric vehicles (EVs) remains intact. Here’s a breakdown of the key investment takeaways:


1. Companies Likely to Feel the Most Pressure (Short-Term Risks)

  • Luminar Technologies (LAZR) → Heavy reliance on Chinese-manufactured lidar components could raise costs.
  • Zeekr (via Geely Auto, HK: 0175) → Tariffs on China-made vehicles/components may impact partnerships like Waymo’s robotaxis.
  • Magna International (MGA) & Panasonic (PCRFY) → Cross-border tariffs on vehicle components from Mexico/Canada may increase supply chain costs.

📉 Investor Outlook: These stocks could see short-term volatility as they navigate higher costs and supply chain disruptions.


2. Companies That Will Need to Adapt (Neutral to Slightly Negative)

  • Intel (INTC) & NVIDIA (NVDA) → If China retaliates, semiconductor supply chains may be affected.
  • Bosch & Continental AG (CTTAY) → Higher tariffs could make AV components pricier, impacting profit margins.
  • Aptiv (APTV) → Autonomous vehicle technology may become more expensive to produce.

📊 Investor Outlook: These companies have strong global supply chains and could offset costs over time. Look for dips to buy long-term.


3. Companies That Could Benefit (Long-Term Winners)

  • Samsung (SSNLF) & NVIDIA (NVDA) → If U.S. companies shift away from Chinese suppliers, these firms could gain more business.
  • Mobileye (Owned by Intel - INTC) → U.S. automakers may look for domestic AV technology, favoring Mobileye over Chinese alternatives.
  • Aptiv (APTV) → If the U.S. increases domestic EV/AV production, Aptiv could gain new contracts.

🚀 Investor Outlook: These companies could emerge stronger as the U.S. onshores more production.


Final Verdict for Investors

Long-Term Investors: Buy on dips for NVIDIA (NVDA), Intel (INTC), Samsung (SSNLF), and Mobileye (via INTC)—these are essential for AV and AI growth.
⚠️ Short-Term Traders: Expect volatility in Luminar (LAZR), Magna (MGA), and Geely (0175) due to direct tariff impacts.
🏆 Winners: Companies that shift supply chains away from China or dominate U.S. AV tech (Mobileye, NVIDIA, Aptiv) stand to benefit in the long run.

(Prepared with ChatGPT 4o)