Anabiya overtook forecasts in the quarter, but watching a profitability

In addition, data centers revenue were $ 35.6 billion, compared with $ 30.1 billion in the previous quarter. At the same time, Anbiya reported a 78% increase in AI sales and watches the first quarter of the year for $ 43 billion in revenue compared to the $ 41.78 billion forecasts.

Despite the strong results of the Anbiya shares, he fell 1.5% in the late trading, in light of the raw profit forecast that posted for the first quarter which was slightly lower than the early forecasts.

These reports of Anabiya are considered a critical test not only for the company itself, but for the entire technology market. The company, which has grown to $ 3.4 trillion worth today, is one of the most motivated and important forces in the market behind the artificial intelligence momentum.

However, in recent weeks and the reports have not yet been published, cracks have begun to appear in the meteoric success story. A significant shaking occurred, among other things, when the Chinese startup (Deepseek), claimed that it developed technology that enables advanced artificial intelligence models to operate at a significantly lower cost and with less hardware. The declaration caused unprecedented value in the stock of Anabiya and the history of the entire Wall Street – close to $ 600 billion – with a decline of about 17% in the kit.

However, senior analysts such as Dan Morgan remain cautious but non -pessimistic. “The actual Diastrian technology should be examined before determining it changes the rules of the game,” Morgan noted in the past week. A similar position also expresses Amazon Andy Jesse, who emphasized that even if there is a decline in artificial intelligence, technology giants are expected to continue the massive investment in AI infrastructure.

At the same time, Anabiya has been dealing with a number of difficulties in launching its new chip generation last quarter – the Blackwell series. Industry reports have indicated, among other things, over -heat -related technical problems, alongside challenges in the supply chain and delayed schedules for production. These have led to rejection from large customers.

Despite the cracks in the kingdom, the sentiment remains positive

And despite the challenges, the analysts at UBS have raised their predictions about the contribution of Blackwell chip to the current quarter revenue from $ 5 billion to $ 9 billion, and views that they will generate almost $ 63 billion in the next fiscal year, among other things, according to Yahoo Finance.

Surprisingly, some of the analysts see competitors as if you have stopped positive potential for anonymous. Oppenheimer’s research team claims that the renewable competition may accelerate AI arms race among American companies, which will increase demand for advanced technologies. Experts from Woodbush and Opanheimer, who set a $ 175 target price, emphasize the continued existence of the tireless appetite of technology giants for investment in artificial intelligence infrastructure, and view the continuation of the strong demand, including the Investopedia financial information platform (Investopedia).

Anbiya’s main challenge is now preserving the positive dynamics that raised it to the top of the global capital market, especially in view of the ongoing restrictions on advanced technology exports to China. At the same time, from the beginning of the year, the stock recorded about 66%, and it is now trading around $ 127.14 per share. Furthermore, a positive sentiment prevails among Wall Street opinion leaders – 17 of 18 analysts give the share a “buying” recommendation, with an average target price of $ 175, according to Yahoo Finance.