Passa ai contenuti principali

Post in evidenza

Quando l’AI pesa sui margini - Broadcom crolla dell'11.6%

  Broadcom cresce. Vende di più. Incassa ordini miliardari sull’intelligenza artificiale. Eppure il mercato la punisce. Il titolo AVGO crolla di oltre l’11% in una sola seduta, bruciando più di 200 miliardi di dollari di capitalizzazione. Il motivo non è nei ricavi. È nei margini. E, soprattutto, nelle aspettative. Questo articolo analizza cosa sta davvero segnalando il mercato: non una crisi dell’ AI , ma il primo attrito serio tra crescita esplosiva e sostenibilità economica. Ricavi AI in accelerazione, ma a caro prezzo I numeri, presi isolatamente, sono solidi. Ricavi AI: +74% su base annua , a 6,4 miliardi di dollari Fatturato complessivo: 18 miliardi , +30% YoY EPS: 1,95 dollari , contro 1,42 dell’anno precedente Ordini da Anthropic : 21 miliardi di dollari Tutti dati superiori alle attese di Wall Street . Il problema emerge un livello sotto. Broadcom ha guidato per il trimestre in corso un margine lordo del 76,9% , in calo rispetto: al 79% dell’...

L 'America si prepara per un crisi senza precedenti ?


March 19, 2012 – WASHINGTON – The following excerpt is from a Executive Order signed by U.S. President Obama on March 16, 2012. The Executive Order coordinates and mobilizes all national resources, technological and industrial, under Federal auspicies in the event of a national emergency. This sounds like a major preparatory step before a crisis eerily reminiscent of WWII. An excerpt from the document reads: “The United States must have an industrial and technological base capable of meeting national defense requirements and capable of contributing to the technological superiority of its national defense equipment in peacetime and in times of national emergency. The domestic industrial and technological base is the foundation for national defense preparedness. The authorities provided in the Act shall be used to strengthen this base and to ensure it is capable of responding to the national defense needs of the United States. Each resource department shall act, as necessary and appropriate, upon requests for special priorities assistance, as defined by section 801(l) of this order, in a time frame consistent with the urgency of the need at hand. This is to help foster cooperation between the defense and commercial sectors for research and development and for acquisition of materials, services, components, and equipment to enhance industrial base efficiency and responsivenessIn situations where there are competing program requirements for limited resources, the resource department shall consult with the Secretary who made the required determination under section 202 of this order.  Such Secretary shall coordinate with and identify for the resource department which program requirements to prioritize on the basis of operational urgency.  In situations involving more than one Secretary making such a required determination under section 202 of this order, the Secretaries shall coordinate with and identify for the resource department which program requirements should receive priority on the basis of operational urgency.” –The White House
http://www.whitehouse.gov/the-press-office/2012/03/16/executive-order-national-defense-resources-preparedness