Chipmaker Nvidia is reportedly working to lessen its dependency on Big Tech. The company is doing this by forging new partnerships to sell artificial intelligence (AI) to national governments, corporations and challengers to companies like Google, Amazon and Microsoft, the Financial Times (FT) reported Sunday (May 18).
Michael Cuggino discusses his firm's moves since the “Liberation Day” market sell-off. He emphasizes the importance of diversification across sectors and asset classes, and is also looking for companies with pricing power and strong dividends.
I reiterate my Buy rating on Nvidia, expecting strong Q1 FY2026 results and optimistic guidance, especially regarding the AI robotics business. Nvidia's data center and AI demand remain robust, with Blackwell architecture driving growth and industry forecasts supporting continued expansion through 2026. While U.S.-China export controls create uncertainty, Nvidia is strategically navigating restrictions with China-specific chips and a new Shanghai R&D center, aiming to fulfill regional demand.
Semiconductors Industry | Technology Sector | Mr. Jen-Hsun Huang CEO | XFRA Exchange | US67066G1040 ISIN |
US Country | 29,600 Employees | 12 Mar 2025 Last Dividend | 10 Jun 2024 Last Split | 22 Jan 1999 IPO Date |
NVIDIA Corporation, a prominent player in the tech industry, offers a comprehensive suite of graphics, compute, and networking solutions across a global market including the United States, Taiwan, China, Hong Kong, and other international territories. The company's innovations find applications in various sectors, notably gaming, professional visualization, data centers, and automotive markets. Since its incorporation in 1993, NVIDIA has established its headquarters in Santa Clara, California, serving a diverse clientele ranging from original equipment manufacturers (OEMs), system integrators, and distributors to cloud service providers, automotive manufacturers, and entities within the internet ecosystem.
NVIDIA's offerings are categorized into two main segments: Graphics and Compute & Networking, each encompassing a variety of products and services tailored to meet the needs of different market sectors.
This segment caters to both the gaming industry and professional visualization. It includes GeForce GPUs for gaming and PCs, providing a high-quality gaming experience and the GeForce NOW streaming service that enables gaming on various devices. For professionals, Quadro/NVIDIA RTX GPUs offer powerful workstation graphics capabilities. The segment also features virtual GPU software for visual and virtual cloud computing, automotive infotainment systems platforms, and Omniverse software for metaverse and 3D internet applications development.
Encompassing NVIDIA's data center and networking solutions, this segment boasts Data Center computing and end-to-end networking platforms like Quantum for InfiniBand and Spectrum for Ethernet. The NVIDIA DRIVE platform supports automated driving technologies, while Jetson provides the backbone for robotics and other embedded platforms. NVIDIA AI Enterprise and other software cater to the business and computing needs, enhanced further by DGX Cloud software and services tailored for advanced computing environments.