Nvidia has several segments that could grow to add billions in revenue.
A massive buyback may not mean what you think it does.
Demand for Nvidia's hardware has caused its profit margins to swell. Increased competition could put margins under pressure.
Jim Cramer and Beth Kendig believe Nvidia could be a $10 trillion company. Nvidia is the market leader in data center accelerators and AI networking equipment.
Artificial intelligence (AI) is the $15.7 trillion addressable market that's captivating the attention of Wall Street and investors. Nvidia's graphics processing units (GPU) have been the preferred choice for businesses operating AI-accelerated data centers.
Nvidia stock sold off in the wake of its earnings, but that could be a costly mistake. Blackwell is expected to be the biggest product launch in Nvidia's history.
Nvidia's results last week included some hidden gems regarding future growth opportunities. The company is exploiting a number of AI-related opportunities beyond its gold standard AI chips.
Almost half of Nvidia's $30 billion revenue in the second quarter came from four customers. A tech analyst told BI that this concentration of revenue is "highly unusual" for a mega-cap company.
Volvo Cars will use a single software system backed by powerful chips from Nvidia for all future models and will rely on "megacastings" to cut costs for electric cars, the company said on Thursday.
Nvidia Corporation's stock dip, possibly due to a DoJ subpoena, presents a buying opportunity as the company continues to deliver strong financial performance and guidance. Despite a slight margin dip, Nvidia's revenue and operating income remain robust, with no significant competitive threats from AMD or Intel in the near term. Nvidia's future EPS growth may be limited by normalized margins, but the company still trades at a favorable valuation relative to its growth prospects.
Artificial intelligence (AI) chip maker Nvidia (NVDA) said Wednesday that it has not received a subpoena from the Justice Department, issuing a statement a day after reports that the government had reached out to the company as part of a potential antitrust investigation.
Nvidia's sales of AI chips are still soaring. Supermicro is growing rapidly but faces some troubling allegations.