In today’s briefing:
- The Data Center is the New Compute Unit: Nvidia’s Vision for System-Level Scaling
- Douzone Bizon: To Become the Fourth Internet Bank in Korea?
- Integral Ad Science Holding Corp.: Initiation Of Coverage – Highlighting the 4 Central Pillars of Its Growth Dynamics! – Major Drivers
- Gorilla Technology Group, Inc. – FY23 Net Earnings Turn Profitable; Revenue Up 189% Y/Y
The Data Center is the New Compute Unit: Nvidia’s Vision for System-Level Scaling
- Nvidia CEO Jensen Huang has repeatedly emphasized that the data center is the new unit of compute.
- While this concept seemed straightforward at first, the deeper implications became clearer after Nvidia’s presentations at GTC and OFC 2024.
- I only recently grasped exactly what is happening, and a simple reframing of the underlying principles that drove Moore’s Law makes the entire picture clearer.
Douzone Bizon: To Become the Fourth Internet Bank in Korea?
- On 4 April, Douzone Bizon (012510 KS) announced that it plans to become the fourth Internet bank in Korea. Following this news, Douzone Bizon’s share price increased by 21%.
- If the company succeeds in receiving the license to operate an Internet bank, this could meaningfully impact the company’s long-term sales and profits.
- If Douzone Bizone expands into the Internet banking services, it may need additional backing from strategic/financial partners including Bain Capital which has a 10.2% stake in Douzone Bizon.
Integral Ad Science Holding Corp.: Initiation Of Coverage – Highlighting the 4 Central Pillars of Its Growth Dynamics! – Major Drivers
- IAS 2023 fourth quarter and full year results depict a robust performance that exceeded expectations, noting an increase of 14% in quarter four revenue to reach $134.3 million and a year growth of 16% to reach $474.4 million.
- This growth marks a path for IAS’s strong commitment toward advancing the industry with its AI-driven measurement systems and optimization solutions.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
Gorilla Technology Group, Inc. – FY23 Net Earnings Turn Profitable; Revenue Up 189% Y/Y
- Gorilla Technology reported a very strong FY23, with adjusted EBITDA of $29.0 million, compared with ($6.0) million for FY22.
- Revenue jumped 189% to $64.7 million, while gross margin increased nearly 30 points to 69.1%.
- Full-year 2023 net income of $19.9 million was also a turnaround from the $87.5 million loss in 2022.
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