We recently published an article titled Jim Cramer Discusses These 10 Stocks & Says Bitcoin Created “Froth” In The Market. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other stocks Jim Cramer recently discussed.

Jim Cramer on NVIDIA Corporation (NVDA): ‘There Are People Who Think It’s Dramatically Overvalued. And I Don’t Get That’

Cybersecurity technology powered by NVIDIA accelerated computing and high-speed networking is transforming the way organizations protect their data, systems and operations.

CUDA Accelerated: How CUDA Libraries Bolster Cybersecurity With AI

Think about the last time you streamed a movie, enjoyed lifelike graphics in video games, or heard about a new AI breakthrough. Chances are, Nvidia GPUs played a role in making it happen. From the generative AI in Chromebooks to the systems driving the future, Nvidia's graphics cards are everywhere.

8 technologies using NVIDIA GPUs that you may not know about

We recently published a list of Jim Cramer’s Latest Calls: Top 10 Stocks. In this article, we are going to take a look at where NVIDIA Corp (NASDAQ:NVDA) stands against other stocks that Jim Cramer discusses. Jim Cramer in a recent program on CNBC discussed the massive tech sell-off on the ...

Jim Cramer After DeepSeek: ‘If You’re NVIDIA (NVDA), You’re in a Jam Here’

Conference Call and Webcast Information NVIDIA will conduct a conference call with analysts and investors to discuss its fourth quarter and fiscal 2025 financial results and current financial prospects today at 2 p.m. Pacific time (5 p.m. Eastern time). A live webcast (listen-only mode) of ...

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025

We recently compiled a list of the 10 AI Stocks Worth Watching Today. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other AI stocks. The R1 model is going to get a successor soon. For those who don’t know, Chinese artificial intelligence ...

NVIDIA Corporation (NVDA) Maintains ‘Buy’ Rating as AI Demand Fuels Growth Potential

We recently published a list of 10 AI Stocks Surging on News and Analyst Calls. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other AI stocks surging on news and analyst calls. The interest in Chinese AI startup DeepSeek remains strong, ...

KeyBanc: Here’s Why NVIDIA (NVDA) Will Hit $190

NVIDIA engineers have developed an AI-powered neural network capable of generating ultra realistic virtual characters in real-time. Technically speaking, a neural network-based simulation super-resolution framework that can efficiently and realistically enhance a facial performance produced ...

NVIDIA Develops AI Neural Network Capable of Generating Ultra Realistic Virtual Characters in Real-Time - TechEBlog

Despite recent concerns surrounding DeepSeek, analysts continue to view the stock as a consensus Buy, predicting an upside of approximately 24%. On January 28, Tigress Financial Partners upgraded the stock’s rating from Buy to Strong Buy and increased the price target from $170 to $220.

Is NVIDIA Corp. (NVDA) the Most Promising Technology Stock to Buy Now?

NVIDIA

nvidia

Ming-Chi Kuo, the well-regarded Apple analyst, is not buying into the recent buzz about the iPhone maker entering into a $1 billion deal with Nvidia. The rumored purchase involves Apple’s acquisition of Nvidia’s GB300 NVL72, amounting to around 250 racks or 18,000 GPUs. In Kuo’s view, this order size barely registers on the scale needed to make a dent in Apple’s AI strategy. Such a purchase pales compared to other tech giants’ AI ambitions, the analyst noted. For instance, Meta, a company often used as a benchmark for big tech investments in AI, plans to procure a staggering 1.3 million GPUs in 2025. This is roughly 70 times the volume of Apple’s rumored order. With such numbers, any perceived significance of Apple’s rumored procurement seems negligible, especially given the extensive AI foothold its peers have established. Additionally, the timeline for Nvidia’s GB300 NVL72 shipment is not in Apple’s favor. Mass shipments aren’t anticipated to start until the first half of 2026, merely prolonging Apple’s road to boosting its AI infrastructure. With Apple relying on suppliers like Dell and Super Micro — hardly top-tier assemblers — the actual availability of racks could be delayed until late 2026 or beyond. This lag leaves Apple without a competitive AI edge in the near term — certainly not within the next year. The excitement around Apple’s potential Nvidia purchase comes as many tech giants are making substantial strides in AI. For instance, Microsoft’s $10 billion investment in OpenAI and Amazon’s $8 billion infusion into Anthropic reflect major commitments to AI advancements, closely tied with Nvidia’s GPUs, raising questions about what truly lies ahead for Apple’s AI future. These companies are part of a larger trend of AI infrastructure investments that go far beyond the rumored Apple deal, making the proposed $1 billion acquisition almost seem trivial in comparison. Apple has been falling behind in the generative AI race, bringing out Apple Intelligence in what felt like a rushed launch, and failed to incentivize enough iPhone users to upgrade to newer models, as the company had hoped. Apple shares traded 0.78% higher at $219.67 at the time of writing, outperforming the market with the Nasdaq down 1.29% amid recession fears.

Analysts Are Skeptical of Apple's $1B Deal With Nvidia

Nvidia's recent unveiling of the GeForce RTX 50-series graphics cards has generated significant buzz in the tech community. The lineup, introduced at CES 2025, includes the RTX 5070, 5070 Ti, 5080, and the flagship 5090, with prices ranging from $549 to $1,999. These GPUs are built on Nvidia's new Blackwell architecture and feature GDDR7 memory, promising substantial performance improvements over the previous generation. Anticipation for the RTX 50-series was high, fueled by Nvidia CEO Jensen Huang's keynote at CES 2025. Huang emphasized the integration of advanced AI technologies into the new GPUs, particularly the DLSS 4 with Multi Frame Generation, which leverages AI to enhance frame rates and visual quality. This announcement positioned the RTX 50-series as a significant leap forward in both hardware capabilities and AI-driven gaming enhancements. However, early reviews present a mixed picture. The Verge's assessment of the RTX 5090 highlights its impressive 4K gaming performance and the benefits of DLSS 4, noting frame rate improvements of up to eight times in certain titles. However, the review also points out that the most significant gains are observed in DLSS-supported games, suggesting that raw performance improvements may be less pronounced in other scenarios. Similarly, Wired's review of the RTX 5080 acknowledges its strong 4K gaming capabilities and AI-powered enhancements but questions whether the performance uplift justifies the $1,000 price tag, especially when compared to previous models. From a business perspective, the RTX 50-series launch underscores Nvidia's strategy to maintain its leadership in the GPU market by integrating cutting-edge AI technologies. The emphasis on AI-driven features like DLSS 4 reflects the company's broader vision of AI as a "multitrillion-dollar opportunity," as articulated by Huang. However, the launch has not been without challenges. Investor reactions have been cautious, with Nvidia's stock experiencing a 6% drop following the CES announcement. This suggests that while the technological advancements are noteworthy, there are concerns regarding immediate returns and broader market conditions. Additionally, supply constraints and pricing discrepancies have marred the initial rollout, leading to frustration among consumers and potential impacts on Nvidia's brand reputation. The company will need to address these issues promptly to capitalize fully on the RTX 50-series' technological innovations. Nvidia's trajectory has consistently been marked by a push toward integrating AI into its hardware offerings. The RTX 50-series represents a culmination of this approach, embedding AI not just as a supplementary feature but as a core component of the gaming experience. This aligns with Nvidia's broader business strategy of positioning itself at the nexus of AI and high-performance computing, a move that has significant implications for industries ranging from gaming to autonomous vehicles. While the technological advancements are impressive, the company faces challenges related to pricing, availability, and market reception that will need to be navigated carefully in the coming months. Nvidia's recent unveiling of the GeForce RTX 50-series graphics cards has generated significant buzz in the tech community. The lineup, introduced at CES 2025, includes the RTX 5070, 5070 Ti, 5080, and the flagship 5090, with prices ranging from $549 to $1,999. These GPUs are built on Nvidia's new Blackwell architecture and feature GDDR7 memory, promising substantial performance improvements over the previous generation. introduced Anticipation for the RTX 50-series was high, fueled by Nvidia CEO Jensen Huang's keynote at CES 2025. Huang emphasized the integration of advanced AI technologies into the new GPUs, particularly the DLSS 4 with Multi Frame Generation, which leverages AI to enhance frame rates and visual quality. This announcement positioned the RTX 50-series as a significant leap forward in both hardware capabilities and AI-driven gaming enhancements. keynote However, early reviews present a mixed picture. The Verge's assessment of the RTX 5090 highlights its impressive 4K gaming performance and the benefits of DLSS 4, noting frame rate improvements of up to eight times in certain titles. However, the review also points out that the most significant gains are observed in DLSS-supported games, suggesting that raw performance improvements may be less pronounced in other scenarios. assessment Similarly, Wired's review of the RTX 5080 acknowledges its strong 4K gaming capabilities and AI-powered enhancements but questions whether the performance uplift justifies the $1,000 price tag, especially when compared to previous models. review From a business perspective, the RTX 50-series launch underscores Nvidia's strategy to maintain its leadership in the GPU market by integrating cutting-edge AI technologies. The emphasis on AI-driven features like DLSS 4 reflects the company's broader vision of AI as a "multitrillion-dollar opportunity," as articulated by Huang. underscores However, the launch has not been without challenges. Investor reactions have been cautious, with Nvidia's stock experiencing a 6% drop following the CES announcement. This suggests that while the technological advancements are noteworthy, there are concerns regarding immediate returns and broader market conditions. experiencing Additionally, supply constraints and pricing discrepancies have marred the initial rollout, leading to frustration among consumers and potential impacts on Nvidia's brand reputation. The company will need to address these issues promptly to capitalize fully on the RTX 50-series' technological innovations. Nvidia's trajectory has consistently been marked by a push toward integrating AI into its hardware offerings. The RTX 50-series represents a culmination of this approach, embedding AI not just as a supplementary feature but as a core component of the gaming experience. This aligns with Nvidia's broader business strategy of positioning itself at the nexus of AI and high-performance computing, a move that has significant implications for industries ranging from gaming to autonomous vehicles. While the technological advancements are impressive, the company faces challenges related to pricing, availability, and market reception that will need to be navigated carefully in the coming months.

Reviewers Can't Decide What to Make of Nvidia's 50-Series Launch

Alright, let’s talk about the absolute insanity that is NVIDIA’s RTX 50 series pricing, because at this point, they’re not even pretending to care about gamers anymore. It’s all about AI, and we’re just here getting price-gouged while they focus on enterprise customers. The Prices Are a Complete Joke Let’s just take a moment to appreciate how absurdly overpriced these GPUs are: RTX 5090 – $4,039 AUD


RTX 5080 – $2,019 AUD


RTX 5070 Ti – $1,509 AUD


RTX 5070 – $1,109 AUD FOUR THOUSAND DOLLARS for a single GPU? That’s not a gaming card. That’s a high-end workstation meant for AI and data centers, yet NVIDIA is still pretending it’s a consumer product. Even the so-called “mid-range” cards, which used to be affordable back in the day, now cost as much as an entire high-end gaming PC from a few years ago. NVIDIA Doesn’t Care About Gamers Anymore Once upon a time, NVIDIA was all about gaming—now? They’re fully invested in AI, machine learning, and data centers. Their investor calls barely mention gaming anymore because it’s just a side hustle at this point. If you think these insane price hikes are about next-level gaming performance, think again. This is NVIDIA shifting its business model, focusing on AI while still milking gamers for everything they can. They know businesses will pay insane amounts for AI compute, so they’re pricing their GPUs accordingly. And the worst part? Gamers aren’t even the target audience anymore. NVIDIA doesn’t care if you can afford it or not—because their focus is now AI companies, research institutions, and cloud providers. Great Frames? You Need DLSS 4.0—Because Native Performance Isn't Enough Here’s the kicker: even if you drop thousands on one of these GPUs, you’re still not getting great frame rates natively. NVIDIA has stopped focusing on raw power and instead forces you to rely on their AI-powered DLSS 4.0 upscaling just to get high frame rates. Let that sink in. You’re spending thousands of dollars, and you still have to use AI tricks to get good performance. Native rasterization performance? Not as impressive as you’d expect. Instead, NVIDIA pushes their fake frames technology (Frame Generation) to inflate FPS numbers. So, if you thought you could just buy a 5090 and brute-force your way to native 4K 120 FPS—think again. You’re forced to use DLSS, which means: You're not getting "true" frames. A huge chunk of your FPS is generated by AI, meaning it’s not actual rendered frames.


DLSS can introduce artifacts. Sure, it looks fine most of the time, but in fast-paced games, ghosting and motion blur can still be noticeable.


Not every game supports it. If a game doesn’t have DLSS, you’re stuck with the card’s raw performance, which might not be as impressive as you’d expect for the price. So why are we paying thousands for a GPU that doesn’t deliver native high FPS without software trickery? NVIDIA is Creating the Problem They Profit From And let’s not forget artificial scarcity. NVIDIA could easily make more GPUs, but instead, they limit supply so that prices stay inflated. Then, they release AI-focused GPUs, knowing full well that those will sell out first, driving gamers to pay more than they should just to get their hands on something decent. Final Thoughts: Gamers Are Being Milked PC gaming was supposed to be a place where you could build a powerful system for a fair price. Now, thanks to NVIDIA’s greed, it’s a luxury hobby. They’re prioritizing AI, enterprise, and cloud computing, leaving gamers behind while still charging them insane prices. If you’re thinking about upgrading, consider AMD or Intel, because at this point, NVIDIA doesn’t deserve your money anymore. Alright, let’s talk about the absolute insanity that is NVIDIA’s RTX 50 series pricing, because at this point, they’re not even pretending to care about gamers anymore. It’s all about AI , and we’re just here getting price-gouged while they focus on enterprise customers. insanity all about AI The Prices Are a Complete Joke The Prices Are a Complete Joke Let’s just take a moment to appreciate how absurdly overpriced these GPUs are: absurdly overpriced RTX 5090 – $4,039 AUD RTX 5080 – $2,019 AUD RTX 5070 Ti – $1,509 AUD RTX 5070 – $1,109 AUD RTX 5090 – $4,039 AUD RTX 5090 – $4,039 AUD RTX 5090 – $4,039 AUD RTX 5080 – $2,019 AUD RTX 5080 – $2,019 AUD RTX 5080 – $2,019 AUD RTX 5070 Ti – $1,509 AUD RTX 5070 Ti – $1,509 AUD RTX 5070 Ti – $1,509 AUD RTX 5070 – $1,109 AUD RTX 5070 – $1,109 AUD RTX 5070 – $1,109 AUD FOUR THOUSAND DOLLARS for a single GPU? That’s not a gaming card. That’s a high-end workstation meant for AI and data centers, yet NVIDIA is still pretending it’s a consumer product. Even the so-called “mid-range” cards, which used to be affordable back in the day, now cost as much as an entire high-end gaming PC from a few years ago. FOUR THOUSAND DOLLARS not high-end workstation affordable high-end gaming PC NVIDIA Doesn’t Care About Gamers Anymore NVIDIA Doesn’t Care About Gamers Anymore Once upon a time, NVIDIA was all about gaming—now? They’re fully invested in AI, machine learning, and data centers . Their investor calls barely mention gaming anymore because it’s just a side hustle at this point. data centers side hustle If you think these insane price hikes are about next-level gaming performance , think again. This is NVIDIA shifting its business model , focusing on AI while still milking gamers for everything they can. They know businesses will pay insane amounts for AI compute, so they’re pricing their GPUs accordingly. next-level gaming performance shifting its business model insane amounts And the worst part? Gamers aren’t even the target audience anymore. NVIDIA doesn’t care if you can afford it or not—because their focus is now AI companies, research institutions, and cloud providers. target audience doesn’t care Great Frames? You Need DLSS 4.0—Because Native Performance Isn't Enough Great Frames? You Need DLSS 4.0—Because Native Performance Isn't Enough Here’s the kicker: even if you drop thousands on one of these GPUs, you’re still not getting great frame rates natively . NVIDIA has stopped focusing on raw power and instead forces you to rely on their AI-powered DLSS 4.0 upscaling just to get high frame rates. even if you drop thousands on one of these GPUs, you’re still not getting great frame rates natively raw power DLSS 4.0 upscaling Let that sink in. You’re spending thousands of dollars , and you still have to use AI tricks to get good performance . Native rasterization performance? Not as impressive as you’d expect. Instead, NVIDIA pushes their fake frames technology (Frame Generation) to inflate FPS numbers. thousands of dollars you still have to use AI tricks to get good performance fake frames technology So, if you thought you could just buy a 5090 and brute-force your way to native 4K 120 FPS— think again. You’re forced to use DLSS , which means: native think again. forced to use DLSS You're not getting "true" frames. A huge chunk of your FPS is generated by AI, meaning it’s not actual rendered frames. DLSS can introduce artifacts. Sure, it looks fine most of the time, but in fast-paced games, ghosting and motion blur can still be noticeable. Not every game supports it. If a game doesn’t have DLSS, you’re stuck with the card’s raw performance, which might not be as impressive as you’d expect for the price. You're not getting "true" frames. A huge chunk of your FPS is generated by AI, meaning it’s not actual rendered frames. You're not getting "true" frames. A huge chunk of your FPS is generated by AI, meaning it’s not actual rendered frames. You're not getting "true" frames. DLSS can introduce artifacts. Sure, it looks fine most of the time, but in fast-paced games, ghosting and motion blur can still be noticeable. DLSS can introduce artifacts. Sure, it looks fine most of the time, but in fast-paced games, ghosting and motion blur can still be noticeable. DLSS can introduce artifacts. ghosting and motion blur Not every game supports it. If a game doesn’t have DLSS, you’re stuck with the card’s raw performance, which might not be as impressive as you’d expect for the price. Not every game supports it. If a game doesn’t have DLSS, you’re stuck with the card’s raw performance, which might not be as impressive as you’d expect for the price. Not every game supports it. So why are we paying thousands for a GPU that doesn’t deliver native high FPS without software trickery? why are we paying thousands doesn’t deliver native high FPS NVIDIA is Creating the Problem They Profit From NVIDIA is Creating the Problem They Profit From And let’s not forget artificial scarcity . NVIDIA could easily make more GPUs, but instead, they limit supply so that prices stay inflated. Then, they release AI-focused GPUs , knowing full well that those will sell out first, driving gamers to pay more than they should just to get their hands on something decent. artificial scarcity limit supply AI-focused GPUs pay more than they should Final Thoughts: Gamers Are Being Milked Final Thoughts: Gamers Are Being Milked PC gaming was supposed to be a place where you could build a powerful system for a fair price. Now, thanks to NVIDIA’s greed, it’s a luxury hobby . They’re prioritizing AI, enterprise, and cloud computing , leaving gamers behind while still charging them insane prices . powerful system luxury hobby prioritizing AI, enterprise, and cloud computing insane prices If you’re thinking about upgrading, consider AMD or Intel , because at this point, NVIDIA doesn’t deserve your money anymore. consider AMD or Intel NVIDIA doesn’t deserve your money anymore.

NVIDIA is Creating a Problem It Can Profit From

NVIDIA skep 'n probleem waaruit dit kan baat

إن شركة NVIDIA تخلق مشكلة يمكنها الاستفادة منها

NVIDIA està creant un problema del qual es pot beneficiar

NVIDIA schafft ein Problem, von dem es profitieren kann

NVIDIA está creando un problema del que puede sacar provecho

NVIDIAは利益を得られる問題を作り出している

NVIDIA는 이익을 얻을 수 있는 문제를 만들고 있습니다

Mamorona olana mety hahazoany tombony ny NVIDIA

NVIDIA нь ашиг олох боломжтой асуудал үүсгэж байна

NVIDIA iri Kugadzira Dambudziko Inogona Kubatsira Kubva

NVIDIA po krijon një problem nga i cili mund të përfitojë

NVIDIA створює проблему, на якій може отримати прибуток

Speaking at CES on 6 January 2025, Jensen Huang, CEO of NVIDIA, delivered the keynote address from the digitally recreated NVIDIA headquarters, painting a fascinating picture of how artificial intelligence is making impact across industries and everyday life. AI in Your Pocket: Introducing NVIDIA Project DIGITS One of the most intriguing announcements was NVIDIA's Project DIGITS, a new AI-powered personal supercomputer. Huang was impressed by its compact design, similar to the 'size of a pack of cigarettes', but capable of delivering a petaflop of computing power. This innovation aims to democratize AI supercomputing by making it accessible to small labs, lone professionals, and even home users (NVIDIA Project Digits). Consider a scenario where researchers have access to significant computational resources directly from their workstations. This eliminates dependencies on cloud computing or traditional supercomputers, which can be limited by availability and cost. In this setting, a scientist working in a smaller lab could conduct their research with greater autonomy, utilizing a powerful, localized supercomputer. This accessibility to high-performance computing would enable individual scientists and smaller teams within startups to engage in AI research more readily. This shift could lead to increased research and development activities, as barriers to computational resources are reduced. Data analysis and model training could be performed more quickly and iteratively. Consequently, this future could see more individuals and organizations participating in scientific and technological AI advancements. From Drug Discovery to Climate Solutions: The Power of AI Tokens "This is how intelligence is created,” Huang said, introducing the new era of AI development. He explained how AI tokens, the building blocks of intelligent systems, open up endless possibilities. Imagine a future in which AI-assisted drug discovery accelerates the development of life-saving medicines, climate change is mitigated through energy optimization and renewable energy solutions, and personalized education is made available to all as AI tutors adapt to individual learning styles. The RTX 50 Series Unveiled Moving on to hardware, Huang introduced the RTX 50 series, a new powerful GPU designed to accelerate AI workloads. With 92 billion transistors and offering 4,000 TOPS (terabytes of operations per second) for AI, it is three times more powerful than its predecessor, the Ada generation. Huang emphasized its usefulness in both gaming and professional applications: “This RTX 50 Series, Blackwell architecture... the GPU is just a beast,” he said, highlighting its role in real-time computer graphics and AI processing. Driving the Future: NVIDIA's Three-Computer Model for Autonomous Vehicles Huang made important announcements in the area of automotive AI, highlighting NVIDIA's commitment to the automotive industry. He stated: "The autonomous vehicle revolution has arrived. After so many years, with Waymo's success and Tesla's success, it is very, very clear autonomous vehicles have finally arrived.' He predicted that the autonomous vehicle industry is likely to become the first multi-trillion-dollar industry. Huang presented NVIDIA's approach to automotive AI with a 'three-computer' model required to create autonomous vehicles: DGX for training AI models – where AI is trained on huge data sets.
Omniverse for modelling and generating synthetic data – allows you to create digital twins and test scenarios that simulate real driving conditions.
DRIVE AGX, an automotive supercomputer, is designed to deploy AI models for real-time decision-making in cars. Thor: The Next-Gen Automotive Processor A next-generation processor for cars called Thor was announced at CES 2025, which is already in mass production and offers 20 times the processing power of the previous generation Orin. Not only is Thor designed for autonomous vehicles, but it is also a general-purpose robotics computer suitable for a variety of applications, from AMR (autonomous mobile robots) to humanoids. Safety First: NVIDIA Drive OS Meets Highest Safety Standards Huang also highlighted the certification of NVIDIA Drive OS to the highest automotive safety standard, ISO 26262 ASIL-D, which is a significant milestone in automotive safety and AI integration, proudly stating: Drive OS is now the first software-defined programmable AI computer that has been certified up to ASIL D, which is the highest standard of functional safety for automobiles. Partnerships with major automakers such as Toyota, Mercedes, BYD and others were highlighted, demonstrating NVIDIA's integral role in the automotive sector. Toyota was highlighted as a new partner in developing next-generation autonomous vehicles. NVIDIA Cosmos: Understanding the Physical World He also introduced NVIDIA Cosmos, a fundamental model designed to understand the physical world. The model, trained on 20 million hours of video of dynamic physical actions, aims to revolutionize robotics and industrial AI by providing a framework for understanding physical dynamics, with applications ranging from robotics to autonomous vehicles (NVIDIA at CES 2025). Democratizing AI with GeForce Huang emphasized the democratization of AI with NVIDIA hardware, making it accessible to gamers, creators, and enterprises. He said: 'GeForce enabled AI to reach the masses, and now AI is coming home to GeForce,' highlighting NVIDIA's role in the spread of AI. The presentation delved into the evolution of AI from perception to generative capabilities, which are now moving towards 'agent AI' and 'physical AI'. Huang discussed the three laws of scaling that guide the development of AI—scaling before learning, after learning, and during testing—and how they help develop AI capabilities. For example, the law of scaling after learning uses techniques such as reinforcement learning and human feedback to improve AI models. Robotics Reimagined: NVIDIA's Isaac Groot Platform In addition, he introduced NVIDIA's Isaac Groot platform for developing general-purpose robot models, highlighting its use for creating digital twins for robots. “The ChatGPT moment for general robotics is just around the corner," Huang predicted, emphasizing the role of modeling and synthetic data in robotics (NVIDIA Isaac Groot). In conclusion, NVIDIA’s groundbreaking innovations unveiled at CES 2025 mark a bold step toward an AI-driven future, from cigarette pack-sized supercomputers to the evolution of autonomous vehicles. Whether you’re a developer, researcher, or tech enthusiast, these advancements open up new frontiers in computing, robotics, and beyond. Want to stay ahead of the curve? Join the conversation in the comments to discuss how NVIDIA’s latest technologies can transform your industry or project! Speaking at CES on 6 January 2025, Jensen Huang, CEO of NVIDIA, delivered the keynote address from the digitally recreated NVIDIA headquarters, painting a fascinating picture of how artificial intelligence is making impact across industries and everyday life. CES AI in Your Pocket: Introducing NVIDIA Project DIGITS One of the most intriguing announcements was NVIDIA's Project DIGITS, a new AI-powered personal supercomputer. Huang was impressed by its compact design, similar to the 'size of a pack of cigarettes', but capable of delivering a petaflop of computing power. This innovation aims to democratize AI supercomputing by making it accessible to small labs, lone professionals, and even home users ( NVIDIA Project Digits ). petaflop NVIDIA Project Digits Consider a scenario where researchers have access to significant computational resources directly from their workstations. This eliminates dependencies on cloud computing or traditional supercomputers, which can be limited by availability and cost. In this setting, a scientist working in a smaller lab could conduct their research with greater autonomy, utilizing a powerful, localized supercomputer. This accessibility to high-performance computing would enable individual scientists and smaller teams within startups to engage in AI research more readily. This shift could lead to increased research and development activities, as barriers to computational resources are reduced. Data analysis and model training could be performed more quickly and iteratively. Consequently, this future could see more individuals and organizations participating in scientific and technological AI advancements. From Drug Discovery to Climate Solutions: The Power of AI Tokens "This is how intelligence is created,” Huang said, introducing the new era of AI development. He explained how AI tokens, the building blocks of intelligent systems, open up endless possibilities. Imagine a future in which AI-assisted drug discovery accelerates the development of life-saving medicines, climate change is mitigated through energy optimization and renewable energy solutions, and personalized education is made available to all as AI tutors adapt to individual learning styles. The RTX 50 Series Unveiled Moving on to hardware, Huang introduced the RTX 50 series, a new powerful GPU designed to accelerate AI workloads. With 92 billion transistors and offering 4,000 TOPS (terabytes of operations per second) for AI, it is three times more powerful than its predecessor, the Ada generation. Huang emphasized its usefulness in both gaming and professional applications: “This RTX 50 Series, Blackwell architecture... the GPU is just a beast,” he said, highlighting its role in real-time computer graphics and AI processing. Driving the Future: NVIDIA's Three-Computer Model for Autonomous Vehicles Huang made important announcements in the area of automotive AI, highlighting NVIDIA's commitment to the automotive industry. He stated: "The autonomous vehicle revolution has arrived. After so many years, with Waymo's success and Tesla's success, it is very, very clear autonomous vehicles have finally arrived.' He predicted that the autonomous vehicle industry is likely to become the first multi-trillion-dollar industry. Huang presented NVIDIA's approach to automotive AI with a 'three-computer' model required to create autonomous vehicles: DGX for training AI models – where AI is trained on huge data sets. Omniverse for modelling and generating synthetic data – allows you to create digital twins and test scenarios that simulate real driving conditions. DRIVE AGX, an automotive supercomputer, is designed to deploy AI models for real-time decision-making in cars. DGX for training AI models – where AI is trained on huge data sets. DGX for training AI models Omniverse for modelling and generating synthetic data – allows you to create digital twins and test scenarios that simulate real driving conditions. Omniverse for modelling and generating synthetic data DRIVE AGX, an automotive supercomputer , is designed to deploy AI models for real-time decision-making in cars. DRIVE AGX, an automotive supercomputer Thor: The Next-Gen Automotive Processor A next-generation processor for cars called Thor was announced at CES 2025, which is already in mass production and offers 20 times the processing power of the previous generation Orin. Not only is Thor designed for autonomous vehicles, but it is also a general-purpose robotics computer suitable for a variety of applications, from AMR (autonomous mobile robots) to humanoids. Safety First: NVIDIA Drive OS Meets Highest Safety Standards Huang also highlighted the certification of NVIDIA Drive OS to the highest automotive safety standard, ISO 26262 ASIL-D, which is a significant milestone in automotive safety and AI integration, proudly stating: Drive OS is now the first software-defined programmable AI computer that has been certified up to ASIL D, which is the highest standard of functional safety for automobiles. Drive OS is now the first software-defined programmable AI computer that has been certified up to ASIL D, which is the highest standard of functional safety for automobiles. Partnerships with major automakers such as Toyota, Mercedes, BYD and others were highlighted, demonstrating NVIDIA's integral role in the automotive sector. Toyota was highlighted as a new partner in developing next-generation autonomous vehicles. NVIDIA Cosmos: Understanding the Physical World He also introduced NVIDIA Cosmos, a fundamental model designed to understand the physical world. The model, trained on 20 million hours of video of dynamic physical actions, aims to revolutionize robotics and industrial AI by providing a framework for understanding physical dynamics, with applications ranging from robotics to autonomous vehicles ( NVIDIA at CES 2025 ). NVIDIA at CES 2025 Democratizing AI with GeForce Huang emphasized the democratization of AI with NVIDIA hardware, making it accessible to gamers, creators, and enterprises. He said: 'GeForce enabled AI to reach the masses, and now AI is coming home to GeForce,' highlighting NVIDIA's role in the spread of AI. The presentation delved into the evolution of AI from perception to generative capabilities, which are now moving towards ' agent AI' and 'physical AI'. Huang discussed the three laws of scaling that guide the development of AI—scaling before learning, after learning, and during testing—and how they help develop AI capabilities. For example, the law of scaling after learning uses techniques such as reinforcement learning and human feedback to improve AI models. agent AI' Robotics Reimagined: NVIDIA's Isaac Groot Platform In addition, he introduced NVIDIA's Isaac Groot platform for developing general-purpose robot models, highlighting its use for creating digital twins for robots. “The ChatGPT moment for general robotics is just around the corner," Huang predicted, emphasizing the role of modeling and synthetic data in robotics ( NVIDIA Isaac Groot ). NVIDIA Isaac Groot In conclusion, NVIDIA’s groundbreaking innovations unveiled at CES 2025 mark a bold step toward an AI-driven future, from cigarette pack-sized supercomputers to the evolution of autonomous vehicles. Whether you’re a developer, researcher, or tech enthusiast, these advancements open up new frontiers in computing, robotics, and beyond. Want to stay ahead of the curve? Join the conversation in the comments to discuss how NVIDIA’s latest technologies can transform your industry or project! Want to stay ahead of the curve? Join the conversation in the comments to discuss how NVIDIA’s latest technologies can transform your industry or project!

Cigarette Pack-Sized AI Powerhouses and More: NVIDIA's Bold Leap at CES 2025

وحدات ذكاء اصطناعي ضخمة بحجم علبة السجائر وأكثر من ذلك: قفزة جريئة من NVIDIA في معرض CES 2025

Siqaret Paketi Ölçülü Süni İntellekt Gücləri və daha çox: NVIDIA-nın CES 2025-də Cəsarətli Sıçrayışı

Электрастанцыі са штучным інтэлектам памерам з цыгарэтны пачак і многае іншае: смелы скачок NVIDIA на CES 2025

Potencias de inteligencia artificial del tamaño de un paquete de cigarrillos y más: el audaz salto de NVIDIA en el CES 2025

Savukepakkauksen kokoiset tekoälyvoimalaitokset ja paljon muuta: NVIDIAn rohkea harppaus CES 2025 -messuilla

タバコ箱サイズの AI パワーハウスなど: CES 2025 における NVIDIA の大胆な飛躍

Моќни куќи со вештачка интелигенција со големина на пакување цигари и повеќе: Храбриот скок на NVIDIA на CES 2025

सिगरेट प्याक-साइज एआई पावरहाउसहरू र थप: CES 2025 मा NVIDIA को बोल्ड लीप

Potências de IA do tamanho de maços de cigarro e muito mais: o salto ousado da NVIDIA na CES 2025

Výkonné zariadenia AI v balení cigariet a ďalšie: Odvážny skok spoločnosti NVIDIA na veľtrhu CES 2025

Çilim paketli ululykdaky AI güýçleri we beýlekiler: CES 2025-de NVIDIA-nyň batyrgaý böküşi

سگریٹ پیک سائز کے AI پاور ہاؤسز اور مزید: CES 2025 میں NVIDIA کی بولڈ لیپ

Artificial Intelligence (AI) has reshaped industries, revolutionized workflows, and sparked innovation on a global scale. Recognizing the need to democratize AI knowledge and empower the next wave of tech innovators, NVIDIA, a global leader in GPU technology and AI research, has made a groundbreaking announcement. For a limited time only, NVIDIA is offering its premium AI courses for free. These courses, typically ranging between $30 and $90 each, cover cutting-edge topics in AI and accelerated computing. Whether you’re a beginner looking to take your first step into AI or an experienced professional eager to deepen your expertise, this is an opportunity you can’t afford to miss. What’s Included in NVIDIA’s Free AI Courses? NVIDIA, in collaboration with Evolving AI, has unlocked its treasure trove of educational resources. Let’s explore some of the courses that are now accessible for free: Accelerating End-to-End Data Science Workflows Original Price: $90 Duration: 6 hours What You’ll Learn: Learn how to prepare, analyze, and accelerate workflows using GPUs. This course dives into advanced machine learning techniques, clear visualizations, and how to make data-driven decisions faster. Deploying a Model for Inference at Production Scale Original Price: $30 Duration: 4 hours What You’ll Learn: Master techniques to scale machine learning models for large workloads, measure and optimize production throughput, and streamline deployments using NVIDIA Triton Inference Server. Fundamentals of Accelerated Computing with CUDA Python Original Price: $90 Duration: 8 hours What You’ll Learn: Learn to use Python and CUDA for accelerating code on GPUs. This course focuses on parallel computing, memory optimization, and custom program creation. Generative AI with Diffusion Models Original Price: $90 Duration: 8 hours What You’ll Learn: Delve into the exciting world of diffusion models for generative AI. Build models to generate images, simulate content, and explore applications in anomaly detection, recommendations, and more. Introduction to Transformer-Based Natural Language Processing Original Price: $30 Duration: 6 hours What You’ll Learn: Explore the transformers powering modern AI applications like chatbots. Use pre-trained models for text classification, question answering, and more. Prompt Engineering with LLaMA-2 Original Price: $30 Duration: 3 hours What You’ll Learn: Learn the art of prompt engineering to customize AI behavior effectively. Create chatbots, interactive tools, and leverage advanced prompt techniques. Getting Started with Deep Learning Original Price: $90 Duration: 8 hours What You’ll Learn: Train models for vision and language processing, improve accuracy with data augmentation, and apply transfer learning techniques. Getting Started with Accelerated Computing in CUDA C/C++ Original Price: $90 Duration: 8 hours What You’ll Learn: Use CUDA tools to speed up applications on GPUs, optimize performance, and resolve bottlenecks in complex computations. Why This Matters Education is the backbone of innovation, and NVIDIA’s initiative democratizes access to AI knowledge that was previously behind a paywall. As AI continues to permeate every industry, gaining expertise in GPU acceleration, deep learning, and natural language processing can unlock new career opportunities and enable groundbreaking projects. Whether you’re building generative AI models, optimizing GPU workflows, or diving into the world of transformers, these courses provide hands-on experience and a solid foundation. How to Enroll Getting started is simple: Visit this link.
Enroll in the courses of your choice.
Start learning immediately and take advantage of the free access before the offer expires. Final Thoughts In an era where AI expertise is becoming the most sought-after skill, NVIDIA’s initiative is a breath of fresh air. By breaking financial barriers, they’re opening the doors to an inclusive, AI-driven future. Whether you’re a student, researcher, or industry professional, this is your chance to leverage NVIDIA’s premium training and stay ahead of the curve. Act fast, as the offer is time-limited! Embrace the AI revolution and become a part of the next wave of innovation. Artificial Intelligence (AI) has reshaped industries, revolutionized workflows, and sparked innovation on a global scale. Recognizing the need to democratize AI knowledge and empower the next wave of tech innovators, NVIDIA , a global leader in GPU technology and AI research, has made a groundbreaking announcement. For a limited time only , NVIDIA is offering its premium AI courses for free . These courses, typically ranging between $30 and $90 each, cover cutting-edge topics in AI and accelerated computing. NVIDIA limited time only premium AI courses for free Whether you’re a beginner looking to take your first step into AI or an experienced professional eager to deepen your expertise, this is an opportunity you can’t afford to miss. What’s Included in NVIDIA’s Free AI Courses? NVIDIA, in collaboration with Evolving AI, has unlocked its treasure trove of educational resources. Let’s explore some of the courses that are now accessible for free: Accelerating End-to-End Data Science Workflows Accelerating End-to-End Data Science Workflows Original Price : $90 Original Price Duration : 6 hours Duration What You’ll Learn : Learn how to prepare, analyze, and accelerate workflows using GPUs . This course dives into advanced machine learning techniques, clear visualizations, and how to make data-driven decisions faster. What You’ll Learn GPUs Deploying a Model for Inference at Production Scale Deploying a Model for Inference at Production Scale Original Price : $30 Original Price Duration : 4 hours Duration What You’ll Learn : Master techniques to scale machine learning models for large workloads, measure and optimize production throughput, and streamline deployments using NVIDIA Triton Inference Server . What You’ll Learn NVIDIA Triton Inference Server Fundamentals of Accelerated Computing with CUDA Python Fundamentals of Accelerated Computing with CUDA Python Original Price : $90 Original Price Duration : 8 hours Duration What You’ll Learn : Learn to use Python and CUDA for accelerating code on GPUs. This course focuses on parallel computing, memory optimization, and custom program creation. What You’ll Learn Python Generative AI with Diffusion Models Generative AI with Diffusion Models Original Price : $90 Original Price Duration : 8 hours Duration What You’ll Learn : Delve into the exciting world of diffusion models for generative AI. Build models to generate images, simulate content, and explore applications in anomaly detection, recommendations, and more. What You’ll Learn diffusion models Introduction to Transformer-Based Natural Language Processing Introduction to Transformer-Based Natural Language Processing Original Price : $30 Original Price Duration : 6 hours Duration What You’ll Learn : Explore the transformers powering modern AI applications like chatbots. Use pre-trained models for text classification, question answering, and more. What You’ll Learn transformers Prompt Engineering with LLaMA-2 Prompt Engineering with LLaMA-2 Original Price : $30 Original Price Duration : 3 hours Duration What You’ll Learn : Learn the art of prompt engineering to customize AI behavior effectively. Create chatbots, interactive tools, and leverage advanced prompt techniques. What You’ll Learn prompt engineering Getting Started with Deep Learning Getting Started with Deep Learning Original Price : $90 Original Price Duration : 8 hours Duration What You’ll Learn : Train models for vision and language processing, improve accuracy with data augmentation, and apply transfer learning techniques. What You’ll Learn transfer learning Getting Started with Accelerated Computing in CUDA C/C++ Getting Started with Accelerated Computing in CUDA C/C++ Original Price : $90 Original Price Duration : 8 hours Duration What You’ll Learn : Use CUDA tools to speed up applications on GPUs, optimize performance, and resolve bottlenecks in complex computations. What You’ll Learn Why This Matters Education is the backbone of innovation, and NVIDIA’s initiative democratizes access to AI knowledge that was previously behind a paywall. As AI continues to permeate every industry, gaining expertise in GPU acceleration, deep learning, and natural language processing can unlock new career opportunities and enable groundbreaking projects. Whether you’re building generative AI models, optimizing GPU workflows, or diving into the world of transformers, these courses provide hands-on experience and a solid foundation. hands-on experience How to Enroll Getting started is simple: Visit this link. Enroll in the courses of your choice. Start learning immediately and take advantage of the free access before the offer expires. Visit this link . this link Enroll in the courses of your choice. Start learning immediately and take advantage of the free access before the offer expires. free access Final Thoughts In an era where AI expertise is becoming the most sought-after skill, NVIDIA’s initiative is a breath of fresh air. By breaking financial barriers, they’re opening the doors to an inclusive, AI-driven future. Whether you’re a student, researcher, or industry professional, this is your chance to leverage NVIDIA’s premium training and stay ahead of the curve. Act fast, as the offer is time-limited ! Embrace the AI revolution and become a part of the next wave of innovation. time-limited

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I-PSA: Izifundo Zokuqeqesha ze-Nvidia ze-AI Zimahhala Njengamanje Isikhathi Esinomkhawulo Kuphela

They’re two of the world’s largest stocks by market capitalization, but could the might of Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) come under new strain in 2025 as fresh challenges emerge? The news that London-based investment firm Findlay Park, which counts $10.7 billion in assets under management, has been cutting its holdings of both Nvidia and Microsoft has raised eyebrows throughout US markets. Findlay Park’s pedigree for success can be found in the performance of its sole fund, the American Fund, which has outperformed 86% of its peers, making its decision to lower exposure to two of the world’s largest stocks particularly curious. The fund’s CEO Simon Pryke highlighted tepid earnings and growth expectations, as well as misaligned valuations with this slower rate of growth as a fundamental reason for trimming holdings in the two tech giants. But could we see the likes of Nvidia and Microsoft struggle to win over institutional investors in the new year? The future growth of the stocks will depend on managing hype and sustainable growth. Could Nvidia Struggle as Growth Slows? Being one of the ‘Magnificent Seven’ stocks, there’s little doubt about Nvidia’s pedigree, the stock has rallied amid the ongoing generative AI boom to become one of the world’s most valuable stocks. Nvidia’s Q3 2024 earnings reports were impressive, posting 94% year-over-year growth and sales of $35 billion. Nvidia’s data center business also posted growth of 112% thanks to increasing AI demand, while net profit doubled to $20 billion. However, there are concerns over Nvidia’s long-term growth prospects. The company’s forecasted revenue of $37.5 billion for the fourth quarter, slightly above analyst estimates of $37.09 billion, is healthy but far behind its previous quarterly growth rates. Should Nvidia’s fourth-quarter forecast be met, it indicates a year-to-year growth of around 70% from 2023. This would be impressive for most firms, but for a company that recorded 265% annual growth in the year-ago period? Not so much. Despite this, it’s worth looking at Nvidia’s advantageous position at the forefront of an AI market that’s ripe for growth. With Nvidia holding around 90% of the GPU market and 98% of the GPU training market, buying into NVDA is tantamount to betting on the growth of generative AI, which is a market forecasted to be worth $1.3 trillion by 2032. There’s also more hope that Nvidia can sustain its growth rates through innovations like the CUDA platform, which is a software framework designed to accelerate the capabilities of GPU software. “Forecasts suggest that Nvidia could continue its upward trajectory, potentially reaching a valuation of $10 trillion by 2030,” suggests Maxim Manturov, head of investment research at Freedom24. “This ambitious target reflects expectations of sustained growth in both the hardware and software segments, with CUDA playing a key role in expanding market reach and strengthening its presence. competitive advantage.” Can Microsoft Out-Innovate its Falling Market Share? Microsoft’s slipping grip on the global desktop market will be a cause for concern as Windows 11’s market share fell from 35.6% in October 2024 to 34.9% by December. Although Windows 10 made subtle gains, MSFT’s struggle to win new consumers for its more recent release could point to trouble ahead. In addition to these problems, the company has been hit with a class action lawsuit in the UK over the price of its software. If successful, Microsoft could be liable to pay a fine exceeding £1 billion ($1.27bn). MSFT has been making steady progress on Wall Street, posting growth of nearly 15% for the calendar year up to the beginning of December, but investors will want to see more ground covered in selling newer software to consumers. However, solace can be taken from Microsoft’s wins elsewhere. Although Windows 11 has struggled for dominance in the global desktop market, the system has achieved a new high market share of 53% throughout Steam’s gaming market. This highlights the firm’s long-term focus on building into the lucrative video game landscape, which is forecasted to grow at a CAGR of 13.1% towards 2030. Microsoft can also secure more Wall Street growth through its various environmental initiatives. Having committed $1 billion to its Climate Innovation Fund, the tech leader’s investments in climate change-focused technologies are likely to gain new resonance in the coming years as global warming continues to climb international priority lists. Already, Microsoft has provided 850 grants to organizations in 110 countries as part of its AI for Earth scheme, and these initiatives can be crucial to the stock’s sustainability credentials. What’s Next for NVDA and MSFT? The challenges facing Nvidia and Microsoft revolve around their ability to build on their impressive performance in recent years. The scale of the AI boom is such that retaining their seismic market share across key industries is essential, and this will require a commitment to R&D, and outpacing a growing network of competitors. However, with strong innovation pipelines and commitments to sustainability, both stocks appear set to maintain strong growth rates into the future. Determining the scale of this growth is likely to be the $1 trillion question for key institutional investors. They’re two of the world’s largest stocks by market capitalization, but could the might of Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) come under new strain in 2025 as fresh challenges emerge? The news that London-based investment firm Findlay Park, which counts $10.7 billion in assets under management, has been cutting its holdings of both Nvidia and Microsoft has raised eyebrows throughout US markets. Findlay Park’s pedigree for success can be found in the performance of its sole fund, the American Fund, which has outperformed 86% of its peers, making its decision to lower exposure to two of the world’s largest stocks particularly curious. The fund’s CEO Simon Pryke highlighted tepid earnings and growth expectations , as well as misaligned valuations with this slower rate of growth as a fundamental reason for trimming holdings in the two tech giants. tepid earnings and growth expectations tepid earnings and growth expectations But could we see the likes of Nvidia and Microsoft struggle to win over institutional investors in the new year? The future growth of the stocks will depend on managing hype and sustainable growth. likes of Nvidia Could Nvidia Struggle as Growth Slows? Being one of the ‘ Magnificent Seven ’ stocks, there’s little doubt about Nvidia’s pedigree, the stock has rallied amid the ongoing generative AI boom to become one of the world’s most valuable stocks. Nvidia’s Q3 2024 earnings reports were impressive, posting 94% year-over-year growth and sales of $35 billion. Magnificent Seven Magnificent Seven Nvidia’s data center business also posted growth of 112% thanks to increasing AI demand, while net profit doubled to $20 billion. However, there are concerns over Nvidia’s long-term growth prospects. The company’s forecasted revenue of $37.5 billion for the fourth quarter, slightly above analyst estimates of $37.09 billion, is healthy but far behind its previous quarterly growth rates. Should Nvidia’s fourth-quarter forecast be met, it indicates a year-to-year growth of around 70% from 2023. This would be impressive for most firms, but for a company that recorded 265% annual growth in the year-ago period? Not so much. year-to-year growth of around 70% year-to-year growth of around 70% Despite this, it’s worth looking at Nvidia’s advantageous position at the forefront of an AI market that’s ripe for growth. With Nvidia holding around 90% of the GPU market and 98% of the GPU training market, buying into NVDA is tantamount to betting on the growth of generative AI, which is a market forecasted to be worth $1.3 trillion by 2032 . 90% of the GPU market 90% of the GPU market worth $1.3 trillion by 2032 worth $1.3 trillion by 2032 There’s also more hope that Nvidia can sustain its growth rates through innovations like the CUDA platform, which is a software framework designed to accelerate the capabilities of GPU software. “Forecasts suggest that Nvidia could continue its upward trajectory, potentially reaching a valuation of $10 trillion by 2030,” suggests Maxim Manturov, head of investment research at Freedom24. “This ambitious target reflects expectations of sustained growth in both the hardware and software segments, with CUDA playing a key role in expanding market reach and strengthening its presence. competitive advantage.” Can Microsoft Out-Innovate its Falling Market Share? Microsoft’s slipping grip on the global desktop market will be a cause for concern as Windows 11’s market share fell from 35.6% in October 2024 to 34.9% by December. Although Windows 10 made subtle gains, MSFT’s struggle to win new consumers for its more recent release could point to trouble ahead. market share fell from 35.6% market share fell from 35.6% In addition to these problems, the company has been hit with a class action lawsuit in the UK over the price of its software. If successful, Microsoft could be liable to pay a fine exceeding £1 billion ($1.27bn). MSFT has been making steady progress on Wall Street , posting growth of nearly 15% for the calendar year up to the beginning of December, but investors will want to see more ground covered in selling newer software to consumers. MSFT has been making steady progress on Wall Street However, solace can be taken from Microsoft’s wins elsewhere. Although Windows 11 has struggled for dominance in the global desktop market, the system has achieved a new high market share of 53% throughout Steam’s gaming market. This highlights the firm’s long-term focus on building into the lucrative video game landscape, which is forecasted to grow at a CAGR of 13.1% towards 2030. market share of 53% market share of 53% Microsoft can also secure more Wall Street growth through its various environmental initiatives. Having committed $1 billion to its Climate Innovation Fund, the tech leader’s investments in climate change-focused technologies are likely to gain new resonance in the coming years as global warming continues to climb international priority lists. Already, Microsoft has provided 850 grants to organizations in 110 countries as part of its AI for Earth scheme, and these initiatives can be crucial to the stock’s sustainability credentials. What’s Next for NVDA and MSFT? The challenges facing Nvidia and Microsoft revolve around their ability to build on their impressive performance in recent years. The scale of the AI boom is such that retaining their seismic market share across key industries is essential, and this will require a commitment to R&D, and outpacing a growing network of competitors. However, with strong innovation pipelines and commitments to sustainability, both stocks appear set to maintain strong growth rates into the future. Determining the scale of this growth is likely to be the $1 trillion question for key institutional investors.

Tech Giants Nvidia and Microsoft Face Fresh Challenges as Investment Firms Think Twice About Holding

Технологичните гиганти Nvidia и Microsoft са изправени пред нови предизвикателства, тъй като инвестиционните дружества обмислят два пъти да задържат

Techničtí giganti Nvidia a Microsoft čelí novým výzvám, protože investiční společnosti dvakrát přemýšlejí o holdingu

Tech Giants Nvidia og Microsoft står over for nye udfordringer, mens investeringsselskaber tænker to gange om at holde

Die Technologiegiganten Nvidia und Microsoft stehen vor neuen Herausforderungen, da Investmentfirmen zweimal überlegen, ob sie ihre Aktien halten sollen.

Los gigantes tecnológicos Nvidia y Microsoft enfrentan nuevos desafíos mientras las firmas de inversión piensan dos veces antes de mantener su posición

Les géants de la technologie Nvidia et Microsoft font face à de nouveaux défis alors que les sociétés d'investissement réfléchissent à deux fois avant de détenir

I giganti della tecnologia Nvidia e Microsoft affrontano nuove sfide mentre le società di investimento ci pensano due volte prima di detenere azioni

Techgiganten Nvidia en Microsoft staan voor nieuwe uitdagingen, aangezien investeringsmaatschappijen twee keer nadenken over het aanhouden van

Giganci technologiczni Nvidia i Microsoft stają przed nowymi wyzwaniami, ponieważ firmy inwestycyjne dwa razy zastanawiają się nad posiadaniem

Giganții tehnologici Nvidia și Microsoft se confruntă cu noi provocări, deoarece firmele de investiții se gândesc de două ori la holding

Technologickí giganti Nvidia a Microsoft čelia novým výzvam, keďže investičné spoločnosti dvakrát premýšľajú o holdingu

Techjättarna Nvidia och Microsoft står inför nya utmaningar när värdepappersföretag tänker två gånger på innehav

Thanks in major part to its strategic play inside the generative AI space, it’s safe to say that Nvidia's (NASDAQ: NVDA) stock performance in 2024 was, in the worst case, amazing. In just the first quarter of 2024, Nvidia's stock price increased by 82.5%, making it one of the best performers on the S&P 500 as the AI boom drove unprecedented growth. This gain was supported by a staggering 265% rise in annual revenue, proving the company's leadership in the AI-driven industry. As expected, Nvidia's potential has captured the attention of both analysts and investors. This is due in part to the growing need for its GPUs, which are essential for AI applications in a wide range of industries. Due to this demand, Nvidia has been able to surpass earnings forecasts and greatly increase its market valuation. Surprisingly, in mid-2024, it temporarily reached a valuation of $3.34 trillion. Source: ycharts.com. Nvidia's market cap throughout the time Going forward, Nvidia's strategic future initiatives and current success are the main sources of enthusiasm surrounding the company. Nvidia is in a strong position to continue its current growth trajectory and could emerge as the most valuable stock in the world thanks to new products and technologies that aim to improve AI capabilities. Nvidia Carries On Innovating and Expanding Its Offers Moreover, the company's latest presentations and product releases demonstrate its significant focus on incorporating artificial intelligence (AI) into various applications and industries. For instance, Nvidia showcased a range of cutting-edge products, including RTX AI laptops and Project G-Assist, an AI assistant designed for PC games and applications, at events like Computex 2024. Nvidia is also making significant progress in the implementation of AI in enterprise settings. Having said that, businesses are expected to increasingly utilize generative AI to extract valuable information from unstructured data. Ultimately, this will involve constructing customized large language models (LLMs) that offer actionable insights and improve decision-making in various industries. In addition, Nvidia is partnering with leading industry partners to develop AI-enhanced virtual humans and advanced AI-powered systems. This encompasses collaborations to seamlessly incorporate AI capabilities directly into commonly utilized operating systems and applications. Maxim Manturov, head of investment research at Freedom24, says, “Nvidia's recent reaching of a market capitalization of $3 trillion has sparked a heated debate over its valuation and prospects. Nvidia's rapid growth, up more than 210% over the year, underlines its key role in the technology sector, particularly in graphics processors and artificial intelligence technologies. The company's strategic achievements in hardware, highlighted by the Hopper, Blackwell, and Rubin series, are seen as contributing to a significant increase in market share in key segments. This success has contributed significantly to its current valuation. According to the analysis, Nvidia's future growth depends not only on hardware sales, but also more on the software business, especially the CUDA platform. CUDA enjoys widespread adoption among developers using Nvidia's artificial intelligence-enabled GPUs, making it a critical tool in the development of large-scale AI models and applications. The software segment offers the potential for recurring revenue streams, thereby potentially stabilizing Nvidia's revenue profile. Looking ahead, forecasts suggest that Nvidia could continue its upward trajectory, potentially reaching a valuation of $10 trillion by 2030. This ambitious target reflects expectations of sustained growth in both the hardware and software segments, with CUDA playing a key role in expanding market reach and strengthening its presence. competitive advantage.” Most Analysts Agree That Nvidia is a Right Buy Case With multiple upgrades and upbeat price targets, analysts' predictions for Nvidia's stock performance in the future are largely positive. For example, Goldman Sachs and Loop Capital analysts continue to maintain strong buy ratings with large price targets raised, indicating their confidence in Nvidia's development trajectory, especially with regard to sales of data centers and AI applications. More precisely, the average 12-month price target among Wall Street analysts is around $130.88, with projections ranging as high as $200. Source: stockanalysis.com. Nvidia stock forecast. Since large language models (LLMs) and other AI-driven applications depend on Nvidia's GPUs for training, analysts predict that demand for the company's GPUs will remain strong. This is particularly true for the data center and AI industries, which, in the upcoming years, will probably increase Nvidia's profitability and revenue growth dramatically. All in all, we may safely say that the consensus is clear. Because of its continuous innovation, robust market demand for GPUs, and growing software ecosystem — especially related to its CUDA platform — Nvidia has indeed the potential to become the most valuable stock in the world. With an expected steady revenue growth and profitability, especially from AI-driven applications and data centers, the company's future valuation will mostly follow its great prospects. Thanks in major part to its strategic play inside the generative AI space, it’s safe to say that Nvidia's (NASDAQ: NVDA) stock performance in 2024 was, in the worst case, amazing. In just the first quarter of 2024, Nvidia's stock price increased by 82.5% , making it one of the best performers on the S&P 500 as the AI boom drove unprecedented growth. This gain was supported by a staggering 265% rise in annual revenue , proving the company's leadership in the AI-driven industry. Nvidia's stock price increased by 82.5% Nvidia's stock price increased by 82.5% staggering 265% rise in annual revenue staggering 265% rise in annual revenue As expected, Nvidia's potential has captured the attention of both analysts and investors. This is due in part to the growing need for its GPUs, which are essential for AI applications in a wide range of industries. Due to this demand, Nvidia has been able to surpass earnings forecasts and greatly increase its market valuation. Surprisingly, in mid-2024, it temporarily reached a valuation of $3.34 trillion . reached a valuation of $3.34 trillion reached a valuation of $3.34 trillion Source: ycharts.com. Nvidia's market cap throughout the time Source: ycharts.com . Nvidia's market cap throughout the time ycharts.com ycharts.com Going forward, Nvidia's strategic future initiatives and current success are the main sources of enthusiasm surrounding the company. Nvidia is in a strong position to continue its current growth trajectory and could emerge as the most valuable stock in the world thanks to new products and technologies that aim to improve AI capabilities. Nvidia Carries On Innovating and Expanding Its Offers Moreover, the company's latest presentations and product releases demonstrate its significant focus on incorporating artificial intelligence (AI) into various applications and industries. For instance, Nvidia showcased a range of cutting-edge products, including RTX AI laptops and Project G-Assist, an AI assistant designed for PC games and applications, at events like Computex 2024 . events like Computex 2024 events like Computex 2024 Nvidia is also making significant progress in the implementation of AI in enterprise settings. Having said that, businesses are expected to increasingly utilize generative AI to extract valuable information from unstructured data. Ultimately, this will involve constructing customized large language models (LLMs) that offer actionable insights and improve decision-making in various industries. constructing customized large language models (LLMs) constructing customized large language models (LLMs) In addition, Nvidia is partnering with leading industry partners to develop AI-enhanced virtual humans and advanced AI-powered systems. This encompasses collaborations to seamlessly incorporate AI capabilities directly into commonly utilized operating systems and applications. Maxim Manturov, head of investment research at Freedom24, says, “Nvidia's recent reaching of a market capitalization of $3 trillion has sparked a heated debate over its valuation and prospects. Nvidia's rapid growth, up more than 210% over the year, underlines its key role in the technology sector, particularly in graphics processors and artificial intelligence technologies. The company's strategic achievements in hardware, highlighted by the Hopper, Blackwell, and Rubin series, are seen as contributing to a significant increase in market share in key segments. This success has contributed significantly to its current valuation. According to the analysis, Nvidia's future growth depends not only on hardware sales, but also more on the software business, especially the CUDA platform. CUDA enjoys widespread adoption among developers using Nvidia's artificial intelligence-enabled GPUs, making it a critical tool in the development of large-scale AI models and applications. The software segment offers the potential for recurring revenue streams, thereby potentially stabilizing Nvidia's revenue profile. Looking ahead, forecasts suggest that Nvidia could continue its upward trajectory, potentially reaching a valuation of $10 trillion by 2030. This ambitious target reflects expectations of sustained growth in both the hardware and software segments, with CUDA playing a key role in expanding market reach and strengthening its presence. competitive advantage.” Most Analysts Agree That Nvidia is a Right Buy Case With multiple upgrades and upbeat price targets, analysts' predictions for Nvidia's stock performance in the future are largely positive. For example, Goldman Sachs and Loop Capital analysts continue to maintain strong buy ratings with large price targets raised, indicating their confidence in Nvidia's development trajectory, especially with regard to sales of data centers and AI applications. maintain strong buy ratings maintain strong buy ratings More precisely, the average 12-month price target among Wall Street analysts is around $130.88, with projections ranging as high as $200. Source: stockanalysis.com. Nvidia stock forecast. Source: stockanalysis.com . Nvidia stock forecast. stockanalysis.com stockanalysis.com Since large language models (LLMs) and other AI-driven applications depend on Nvidia's GPUs for training, analysts predict that demand for the company's GPUs will remain strong. demand for the company's GPUs demand for the company's GPUs This is particularly true for the data center and AI industries, which, in the upcoming years, will probably increase Nvidia's profitability and revenue growth dramatically. All in all, we may safely say that the consensus is clear. Because of its continuous innovation, robust market demand for GPUs, and growing software ecosystem — especially related to its CUDA platform — Nvidia has indeed the potential to become the most valuable stock in the world. With an expected steady revenue growth and profitability, especially from AI-driven applications and data centers, the company's future valuation will mostly follow its great prospects.

Why Nvidia Stands as a Sure-Fire Bet to Become The World's Most Valuable Stock

Nvidia (NASDAQ:NVDA) has shown breathtaking growth over the past 18 months, but with the stock becoming increasingly volatile in the third quarter, is it still the star of the ongoing generative AI boom? Q3 2024 has seen Nvidia ebb and flow on Wall Street, recording declines and rallies that have frequently exceeded 20% in a matter of days following the stock’s landmark $3 trillion market capitalization berth in June. Since its Q2 peak, NVDA has slipped more than 20%, falling back below its lofty $3 trillion cap. This newfound volatility doesn’t detract from Nvidia’s astounding performance of late. Between Q1 2023 and Q2 2024, the stock rallied 731.36%, and NVDA’s status as a key member of Wall Street’s Magnificent Seven appears to be assured. But the stock’s recent volatility has brought sharper and deeper losses than at any other stage of its bull run. Despite posting expectation-beating second-quarter earnings in recent weeks, Nvidia’s stock has continued to slide alongside wider market slowdowns in the US. With this in mind, should investors be worried? And is the stock really the same proposition today as it was during the heady days of the generative AI rally last year? Volatility is Common for NVDA Despite its significant levels of outperformance in recent months, Nvidia has a history of strong volatility. According to economist Hendrik Bessembinder, Nvidia’s stock price has fallen more than 50% repeatedly in the 21st Century. Notably, weak chip demand for the semiconductor firm brought a 60% decline from 2011 to 2012, and the arrival of crypto winter in 2018 saw NVDA fall 57% in the months that followed. Even in the months leading up to the launch of ChatGPT, the OpenAI innovation that heralded the start of the generative AI boom, Nvidia was on a 67% downturn due to widespread tech stock sell-offs on Wall Street. Historically, the semiconductor industry has been cyclical, so what’s stopping Nvidia from suffering from another heavy decline in the future? The answer is the firm’s gamble on generative AI. Nvidia’s Reliance on GenAI Growth Nvidia has bet big on the future of generative AI, and with the semiconductor firm well-positioned to drive the technology of the future using its powerful range of computer chips, there’s plenty of reason for the reliance on growing GenAI capabilities at an enterprise level. As a result, we’ve seen a steady innovation pipeline for generative AI initiatives from Nvidia. In recent weeks alone, the firm has announced an AI education program in association with the State of California, which will see college and adult education classes geared towards growing generative AI skills. August saw Nvidia launch a deep learning framework for generative physical AI, while July brought the announcement of generative AI models and NIM microservices that have the potential to grow artificial intelligence language, geometry, physics, and materials capabilities. Could this represent a gamble for Nvidia? According to Maxim Manturov, head of investment research at Freedom24, the strategy could help the firm diversify away from its old dependence on selling hardware. “Critics might argue that Nvidia's current market capitalization reflects overly optimistic expectations for the future, especially given its historical reliance on cyclical hardware sales,” Manturov explained. “However, its strategic pivot towards software and artificial intelligence-based technologies mitigates some of this volatility risk, potentially justifying a premium valuation.” Could GenAI Send Nvidia to $4 Trillion? Nvidia’s proactive approach to embracing generative AI technology means that the stock is likely to benefit from GenAI market growth. This is good news for NVDA when Bloomberg Intelligence forecasted generative AI to become a $1.3 trillion market by 2032. However, not all market commentators share such a bullish viewpoint. Gartner data predicts that 30% of current generative AI projects will ultimately be abandoned after proof-of-concept by 2025, with many falling flat due to factors like poor data quality, weak risk control, a lack of business value, or high implementation costs. John Naughton, professor of the public understanding of technology at the Open University, claimed that we’re currently in the ‘euphoria’ phase of what could be an AI bubble, which will soon give way to ‘profit-taking’ and, finally, ‘panic’. The coming months will be pivotal for the sustainability of the generative AI boom as enterprises seek out cost-effective ways to implement the technology, a feat that can be difficult when the money-spinning emerging tech appears to be confined to the multinational corporations developing or funding it. Despite this, Peter Oppenheimer, chief global equity strategist at Goldman Sachs Research, believes that generative AI stocks aren’t showing signs of being in a bubble. Instead, the strategist views the strong balance sheets and healthy returns on investment among the industry’s firms as a sign that the technology cycle is still in its early stages with more room for outperformance. Is There Room for More Growth for NVDA? While the stock’s strong Q2 2024 earnings report will help to shape Nvidia’s path throughout the third and fourth quarters, the wider generative AI boom will play the deciding role in whether or not NVDA can recapture its $3 trillion market capitalization as well as pave the way for a $4 trillion berth. Optimism for generative AI remains high on Wall Street, and investors wishing to know the future performance of Nvidia will do well to monitor the sentiment surrounding the emerging technology’s long-awaited implementation phase at an enterprise level. Nvidia (NASDAQ:NVDA) has shown breathtaking growth over the past 18 months, but with the stock becoming increasingly volatile in the third quarter, is it still the star of the ongoing generative AI boom? Q3 2024 has seen Nvidia ebb and flow on Wall Street, recording declines and rallies that have frequently exceeded 20% in a matter of days following the stock’s landmark $3 trillion market capitalization berth in June. Since its Q2 peak, NVDA has slipped more than 20%, falling back below its lofty $3 trillion cap. This newfound volatility doesn’t detract from Nvidia’s astounding performance of late. Between Q1 2023 and Q2 2024, the stock rallied 731.36%, and NVDA’s status as a key member of Wall Street’s Magnificent Seven appears to be assured. But the stock’s recent volatility has brought sharper and deeper losses than at any other stage of its bull run. Despite posting expectation-beating second-quarter earnings in recent weeks, Nvidia’s stock has continued to slide alongside wider market slowdowns in the US. With this in mind, should investors be worried? And is the stock really the same proposition today as it was during the heady days of the generative AI rally last year? expectation-beating second-quarter earnings expectation-beating second-quarter earnings Volatility is Common for NVDA Despite its significant levels of outperformance in recent months, Nvidia has a history of strong volatility. According to economist Hendrik Bessembinder, Nvidia’s stock price has fallen more than 50% repeatedly in the 21st Century. Notably, weak chip demand for the semiconductor firm brought a 60% decline from 2011 to 2012, and the arrival of crypto winter in 2018 saw NVDA fall 57% in the months that followed. Even in the months leading up to the launch of ChatGPT, the OpenAI innovation that heralded the start of the generative AI boom, Nvidia was on a 67% downturn due to widespread tech stock sell-offs on Wall Street. Historically, the semiconductor industry has been cyclical, so what’s stopping Nvidia from suffering from another heavy decline in the future? The answer is the firm’s gamble on generative AI. Nvidia’s Reliance on GenAI Growth Nvidia has bet big on the future of generative AI, and with the semiconductor firm well-positioned to drive the technology of the future using its powerful range of computer chips, there’s plenty of reason for the reliance on growing GenAI capabilities at an enterprise level. As a result, we’ve seen a steady innovation pipeline for generative AI initiatives from Nvidia. In recent weeks alone, the firm has announced an AI education program in association with the State of California, which will see college and adult education classes geared towards growing generative AI skills. August saw Nvidia launch a deep learning framework for generative physical AI, while July brought the announcement of generative AI models and NIM microservices that have the potential to grow artificial intelligence language, geometry, physics, and materials capabilities. Could this represent a gamble for Nvidia? According to Maxim Manturov, head of investment research at Freedom24, the strategy could help the firm diversify away from its old dependence on selling hardware. “Critics might argue that Nvidia's current market capitalization reflects overly optimistic expectations for the future, especially given its historical reliance on cyclical hardware sales,” Manturov explained. “However, its strategic pivot towards software and artificial intelligence-based technologies mitigates some of this volatility risk, potentially justifying a premium valuation.” Could GenAI Send Nvidia to $4 Trillion? Nvidia’s proactive approach to embracing generative AI technology means that the stock is likely to benefit from GenAI market growth. This is good news for NVDA when Bloomberg Intelligence forecasted generative AI to become a $1.3 trillion market by 2032. However, not all market commentators share such a bullish viewpoint. Gartner data predicts that 30% of current generative AI projects will ultimately be abandoned after proof-of-concept by 2025, with many falling flat due to factors like poor data quality, weak risk control, a lack of business value, or high implementation costs. John Naughton, professor of the public understanding of technology at the Open University, claimed that we’re currently in the ‘euphoria’ phase of what could be an AI bubble, which will soon give way to ‘profit-taking’ and, finally, ‘panic’. The coming months will be pivotal for the sustainability of the generative AI boom as enterprises seek out cost-effective ways to implement the technology, a feat that can be difficult when the money-spinning emerging tech appears to be confined to the multinational corporations developing or funding it. Despite this, Peter Oppenheimer, chief global equity strategist at Goldman Sachs Research, believes that generative AI stocks aren’t showing signs of being in a bubble. Instead, the strategist views the strong balance sheets and healthy returns on investment among the industry’s firms as a sign that the technology cycle is still in its early stages with more room for outperformance. Is There Room for More Growth for NVDA? While the stock’s strong Q2 2024 earnings report will help to shape Nvidia’s path throughout the third and fourth quarters, the wider generative AI boom will play the deciding role in whether or not NVDA can recapture its $3 trillion market capitalization as well as pave the way for a $4 trillion berth. Optimism for generative AI remains high on Wall Street, and investors wishing to know the future performance of Nvidia will do well to monitor the sentiment surrounding the emerging technology’s long-awaited implementation phase at an enterprise level.

Is Nvidia Still the Stock in Q3 That the Generative AI Boom Has Led Us to Believe? 

From improbable to inevitable. Nvidia’s emergence as the frontrunner to become the world’s first $4 trillion stock has been sustained by the generative AI boom. With no signs of slowing, NVDA’s potential appears endless. The third quarter of 2024 began with the same level of momentum on display for Nvidia as KeyBanc analyst John Vinh raised his target price on the stock to $180. This boost of 33% from current levels would see the stock surpass the $4 trillion market capitalization mark and become the first company to do so. These lofty expectations encapsulate the meteoric rise of the semiconductor firm. Just two years ago, NVDA was battling a sustained Wall Street decline amid tech stock sell-offs. The prospect of becoming a $1 trillion stock seemed like a pipedream, let alone mounting a challenge to become the world’s most valuable stock. The generative AI boom changed everything. Bloomberg estimates suggest that the generative AI market alone will grow at a CAGR of 42% over the next 10 years into a $1.3 trillion market by 2032. Nvidia’s status as a market leader in providing AI chipsets ensures that the company will be a driving force in this growth. Strength in Fundamentals Although the long-term sustainability of the generative AI frenzy has been called into question, there’s little doubt that Nvidia has showcased tangible fundamentals to support its impressive Wall Street performance in recent months. In May, the semiconductor giant reported revenues that tripled to $26.04 billion year over year, weighing in well above analyst forecasts. Additionally, Nvidia saw net income rise to $14.88 billion, comfortably up from the $2.04 billion reported a year prior. Nvidia’s buoyant outlook is further supported by forecasts for Q2 2024 revenue reaching $28 billion, plus or minus two percent. This would also fall way above analyst expectations. Driving Force in Generative AI The brilliance of Nvidia’s position as a market leader in providing the computer chips that will power the generative AI boom has drawn some impressive comparisons. According to Jim Keller, a former AMD and Tesla engineer and current CEO of AI firm Tenstorrent, Nvidia is becoming the IBM of the AI era. Given the sheer scale of the ongoing AI boom, Nvidia could surpass IBM in terms of performance and make an unprecedented claim to become the cornerstone of generative AI. This claim could be sustained by the launch of Nvidia’s Blackwell computing processors, which were unveiled in spring 2024. The new products will replace the company’s popular H100 chips and facilitate further revenue generation. The arrival of Blackwell processors comes at a time when an increasing number of firms are seeking ways to incorporate generative AI into their operations. This could help drive sales even higher for Nvidia. However, Nvidia isn’t simply driving the future of AI hardware for enterprises. The firm announced in its June 2024 keynote address plans to integrate its AI services into the world of video games through its ACE-powered Convert Protocol to create fresh on-demand interactions between games and gamers. Given that Microsoft opted to acquire Activision Blizzard for $68.7 billion on the belief that gaming is the future of entertainment and the metaverse, Nvidia’s strides in the landscape could drive its growth further into the future. Is the GenAI Boom Sustainable? Although it appears clear that generative AI will continue its emergence as a disruptive force throughout a vast array of industries, Nvidia’s position as the king of GenAI isn’t necessarily assured. Competition is growing, and more budget-focused firms like Taiwan Semiconductor Manufacturing Company and Advanced Micro Devices are names that could position themselves as cheaper alternatives as the technology continues its emergence. Likewise, many of the tech giants that are currently among Nvidia’s list of customers are intent on taking the production of AI chips in-house. These factors could all eat into NVDA’s dominance. “Investors should exercise caution and conduct thorough research before investing in any field, especially one as dynamic as GenAI,” warns Maxim Manturov, head of investment research at Freedom24. “Success in GenAI depends not only on cutting-edge technology but also on a robust data infrastructure, a skilled workforce, and strategic planning.” While Nvidia’s position as a generative AI market leader appears solid today, there will certainly be challenges to its dominance in the years to come. Should a rival begin generating cheaper AI chipsets, the company’s stock could tumble. Thinking Two Moves Ahead The most important factor in determining Nvidia’s path to $4 trillion is the fact that the company is never content with resting on its laurels. With Nvidia investing billions of dollars into developing leading generative AI computer chips, we’re looking at a company that’s seeking to stay two moves ahead of its rivals. As the market grows, new competitors are likely to emerge, but as one of the world’s largest companies, it’s unlikely that they would have the firepower to go toe-to-toe with Nvidia. With this in mind, Nvidia’s future is in the firm’s hands. If $4 trillion is inevitable, then the likelihood is that CEO Jensen Huang already has $5 trillion and beyond in his sights. From improbable to inevitable. Nvidia’s emergence as the frontrunner to become the world’s first $4 trillion stock has been sustained by the generative AI boom. With no signs of slowing, NVDA’s potential appears endless. The third quarter of 2024 began with the same level of momentum on display for Nvidia as KeyBanc analyst John Vinh raised his target price on the stock to $180 . This boost of 33% from current levels would see the stock surpass the $4 trillion market capitalization mark and become the first company to do so. target price on the stock to $180 target price on the stock to $180 These lofty expectations encapsulate the meteoric rise of the semiconductor firm. Just two years ago, NVDA was battling a sustained Wall Street decline amid tech stock sell-offs. The prospect of becoming a $1 trillion stock seemed like a pipedream, let alone mounting a challenge to become the world’s most valuable stock. The generative AI boom changed everything. Bloomberg estimates suggest that the generative AI market alone will grow at a CAGR of 42% over the next 10 years into a $1.3 trillion market by 2032. Nvidia’s status as a market leader in providing AI chipsets ensures that the company will be a driving force in this growth. CAGR of 42% over the next 10 years CAGR of 42% over the next 10 years Strength in Fundamentals Although the long-term sustainability of the generative AI frenzy has been called into question, there’s little doubt that Nvidia has showcased tangible fundamentals to support its impressive Wall Street performance in recent months. In May, the semiconductor giant reported revenues that tripled to $26.04 billion year over year , weighing in well above analyst forecasts. tripled to $26.04 billion year over year tripled to $26.04 billion year over year Additionally, Nvidia saw net income rise to $14.88 billion, comfortably up from the $2.04 billion reported a year prior. Nvidia’s buoyant outlook is further supported by forecasts for Q2 2024 revenue reaching $28 billion, plus or minus two percent. This would also fall way above analyst expectations. Driving Force in Generative AI The brilliance of Nvidia’s position as a market leader in providing the computer chips that will power the generative AI boom has drawn some impressive comparisons. According to Jim Keller, a former AMD and Tesla engineer and current CEO of AI firm Tenstorrent, Nvidia is becoming the IBM of the AI era . becoming the IBM of the AI era becoming the IBM of the AI era Given the sheer scale of the ongoing AI boom, Nvidia could surpass IBM in terms of performance and make an unprecedented claim to become the cornerstone of generative AI. This claim could be sustained by the launch of Nvidia’s Blackwell computing processors , which were unveiled in spring 2024. The new products will replace the company’s popular H100 chips and facilitate further revenue generation. launch of Nvidia’s Blackwell computing processors launch of Nvidia’s Blackwell computing processors The arrival of Blackwell processors comes at a time when an increasing number of firms are seeking ways to incorporate generative AI into their operations. This could help drive sales even higher for Nvidia. However, Nvidia isn’t simply driving the future of AI hardware for enterprises. The firm announced in its June 2024 keynote address plans to integrate its AI services into the world of video games through its ACE-powered Convert Protocol to create fresh on-demand interactions between games and gamers. fresh on-demand interactions fresh on-demand interactions Given that Microsoft opted to acquire Activision Blizzard for $68.7 billion on the belief that gaming is the future of entertainment and the metaverse, Nvidia’s strides in the landscape could drive its growth further into the future. future of entertainment future of entertainment Is the GenAI Boom Sustainable? Although it appears clear that generative AI will continue its emergence as a disruptive force throughout a vast array of industries, Nvidia’s position as the king of GenAI isn’t necessarily assured. Competition is growing, and more budget-focused firms like Taiwan Semiconductor Manufacturing Company and Advanced Micro Devices are names that could position themselves as cheaper alternatives as the technology continues its emergence. Likewise, many of the tech giants that are currently among Nvidia’s list of customers are intent on taking the production of AI chips in-house . These factors could all eat into NVDA’s dominance. taking the production of AI chips in-house taking the production of AI chips in-house “Investors should exercise caution and conduct thorough research before investing in any field, especially one as dynamic as GenAI,” warns Maxim Manturov, head of investment research at Freedom24. “Success in GenAI depends not only on cutting-edge technology but also on a robust data infrastructure, a skilled workforce, and strategic planning.” While Nvidia’s position as a generative AI market leader appears solid today, there will certainly be challenges to its dominance in the years to come. Should a rival begin generating cheaper AI chipsets, the company’s stock could tumble. Thinking Two Moves Ahead The most important factor in determining Nvidia’s path to $4 trillion is the fact that the company is never content with resting on its laurels. With Nvidia investing billions of dollars into developing leading generative AI computer chips, we’re looking at a company that’s seeking to stay two moves ahead of its rivals. As the market grows, new competitors are likely to emerge, but as one of the world’s largest companies, it’s unlikely that they would have the firepower to go toe-to-toe with Nvidia. With this in mind, Nvidia’s future is in the firm’s hands. If $4 trillion is inevitable, then the likelihood is that CEO Jensen Huang already has $5 trillion and beyond in his sights.

$4 Trillion Appears Inevitable as Nvidia Remains the Star of the Generative AI Boom

Heavy is the head that wears the crown during a Wall Street bull run, and Nvidia’s status as the king of the ongoing generative AI boom means that the stock can be especially vulnerable to the prospect of weakening investor appetite. Nvidia (NASDAQ:NVDA) became Wall Street’s most exciting story in 2023. The chipmaker rallied some 239% throughout the year, smashing through the $1 trillion market capitalization glass ceiling before peaking at a cap in excess of $2tn. The optimism, fuelled by the ongoing generative AI market rally, continued to make waves in the first-quarter of 2024. NVDA rallied almost 90% in the opening three months of the year to continue its strong spell of dominance. But finally, at the beginning of April, the stock took its biggest tumble in four years. The wider implications of the Nvidia sell-off are likely to shake up the entire generative AI market. Counting the Cost of NVDA Sell-Offs The first three weeks of April 2024 saw NVDA shed more than 15% of its value amid widespread investor sell-offs. Although greater degrees of volatility can be expected for stocks caught up in the hype phase of an emerging market, Nvidia’s April downturn has been the company’s biggest dip since the initial outbreak of the Covid-19 pandemic in March 2020. For Nvidia, the pandemic era must seem like a lifetime ago. Its March 2020 sell-offs saw the stock tumble to $51.44. The stock’s peak closing price in March 2024 was $950.02. But after four years of meteoric growth, Nvidia’s recent market downturn is particularly concerning–particularly now the stock’s gained the status as a tech pioneer that’s been driving the S&P 500 higher on a consistent basis. Nvidia’s position at the pinnacle of the generative AI boom could mean that the stock would always be the first to absorb the impact of a change in investor sentiment, and the fears are that NVDA would be the canary in the mine should we suddenly discover that generative AI has been in a hype bubble that’s ready to burst for some time. Although Nvidia’s recent difficulties have coincided with the news that US inflation rates have continued to defy expectations, placing the prospect of interest rate cuts on hold for the foreseeable future, analysts suggest that fears over a cooling generative AI boom remain the key cause of investor concern in the wake of the underperformance. “The stock pullback has very little to do with rates,” explained Parag Thatte, strategist at Deutsche Bank, in a recent Financial Times interview. “It’s more to do with investors pricing in slower earnings growth.” There’s also a growing concern that generative AI has begun to transform from its hype phase towards the question of implementation. While Large Language Models (LLMs) like ChatGPT have been excellent tools in showcasing the sheer power and potential of generative AI, they’ve also been largely error-prone in a manner that could cause more hesitancy among enterprises seeking to embrace the technology. It’s for this reason that Gil Luria, analyst at DA Davidson, warned that a 20% slide in Nvidia stock could take place by the end of 2024. Luria suggests that the implementation phase of Nvidia’s products, which are currently being bought en masse by the likes of Microsoft and Amazon, could run into trouble when key buyers reach capacity and demand begins to fall. However, other analysts suggest that the end of the generative AI hype phase will be met by a more strategic implementation phase which could keep the industry growing. “Concerns about GenAI failing to meet expectations in 2024 should be seen in the context of the natural cycle of hype and maturity of new technologies,” said Maxim Manturov, head of investment research at Freedom Finance Europe. “While some industry leaders have expressed frustration with the speed of progress in artificial intelligence and GenAI in their organisations, others remain optimistic about its potential.” “Companies heavily invested in GenAI are under pressure to prove profitability, and industry reports indicate a shift to more strategic AI initiatives in the coming years,” Manturov added. Is the Generative AI an Exceptional Case? Here, it’s worth reminding ourselves that we’re talking about the generative AI boom. This is an industry that Bloomberg Intelligence last year suggested would grow at a CAGR of 42% into a $1.3 trillion industry by 2032. Fresh demand for generative AI products was predicted to add around $280 million in new software revenue. Could we be talking about an emerging technology that’s market impact is without precedent? Morgan Stanley analysts have underlined the indecisive outlook for Nvidia and the wider generative AI market in Q2 2024 by proposing a more bullish outlook for NVDA as well as the generative AI-focused Amazon (AMZN). As Nvidia reported Q4 2023 revenue increases of 265% to $22 billion, CEO Jensen Huang claimed that "accelerated computing and generative AI have hit the tipping point," before adding that "demand is surging worldwide across companies, industries and nations." The company’s innovations in recent weeks have included the text-to-3D tool, LATTE3D, which Nvidia described as a ‘virtual 3D printer’, as well as a collaboration with Hipocratic AI to develop a network of generative AI nurses that could cost $9 an hour. Nvidia’s quick 5% rebound following its record sell-offs should serve as a wider vote of confidence in the innovation that the company is capable of. Regardless of whether its success has made it the GenAI canary, NVDA is certainly an innovative stock that’s capable of sustaining its impressive growth. Bubble or Boom? Ultimately, Nvidia’s performance over the past 12 months means that the stock has become a live litmus test for investor sentiment in generative AI. Whether that’s a good thing or not depends wholly on the capabilities of the industry itself. Nvidia’s rapid growth has seen the stock rub shoulders with the likes of Microsoft, Apple, and Alphabet, and the company will be keen to follow the lead of other industry giants to continue sustaining its growth through innovation. As a semiconductor leader, the possibilities are nearly endless for Nvidia. As long as the capabilities of generative AI continue to astound clients and deliver on its promises, NVDA remains a stock that can continue to grow. If investors get a whiff of saturation or inefficiency, the Nvidia litmus test could face some further challenges ahead. Heavy is the head that wears the crown during a Wall Street bull run, and Nvidia’s status as the king of the ongoing generative AI boom means that the stock can be especially vulnerable to the prospect of weakening investor appetite. Nvidia (NASDAQ:NVDA) became Wall Street’s most exciting story in 2023. The chipmaker rallied some 239% throughout the year, smashing through the $1 trillion market capitalization glass ceiling before peaking at a cap in excess of $2tn. Nvidia The optimism, fuelled by the ongoing generative AI market rally, continued to make waves in the first-quarter of 2024. NVDA rallied almost 90% in the opening three months of the year to continue its strong spell of dominance. But finally, at the beginning of April, the stock took its biggest tumble in four years. The wider implications of the Nvidia sell-off are likely to shake up the entire generative AI market. Counting the Cost of NVDA Sell-Offs The first three weeks of April 2024 saw NVDA shed more than 15% of its value amid widespread investor sell-offs. Although greater degrees of volatility can be expected for stocks caught up in the hype phase of an emerging market, Nvidia’s April downturn has been the company’s biggest dip since the initial outbreak of the Covid-19 pandemic in March 2020. For Nvidia, the pandemic era must seem like a lifetime ago. Its March 2020 sell-offs saw the stock tumble to $51.44. The stock’s peak closing price in March 2024 was $950.02. But after four years of meteoric growth, Nvidia’s recent market downturn is particularly concerning–particularly now the stock’s gained the status as a tech pioneer that’s been driving the S&P 500 higher on a consistent basis. Nvidia’s position at the pinnacle of the generative AI boom could mean that the stock would always be the first to absorb the impact of a change in investor sentiment, and the fears are that NVDA would be the canary in the mine should we suddenly discover that generative AI has been in a hype bubble that’s ready to burst for some time. Although Nvidia’s recent difficulties have coincided with the news that US inflation rates have continued to defy expectations, placing the prospect of interest rate cuts on hold for the foreseeable future, analysts suggest that fears over a cooling generative AI boom remain the key cause of investor concern in the wake of the underperformance. prospect of interest rate cuts on hold prospect of interest rate cuts on hold “The stock pullback has very little to do with rates,” explained Parag Thatte , strategist at Deutsche Bank, in a recent Financial Times interview. “It’s more to do with investors pricing in slower earnings growth.” explained Parag Thatte explained Parag Thatte There’s also a growing concern that generative AI has begun to transform from its hype phase towards the question of implementation. While Large Language Models (LLMs) like ChatGPT have been excellent tools in showcasing the sheer power and potential of generative AI, they’ve also been largely error-prone in a manner that could cause more hesitancy among enterprises seeking to embrace the technology. largely error-prone largely error-prone It’s for this reason that Gil Luria, analyst at DA Davidson, warned that a 20% slide in Nvidia stock could take place by the end of 2024. Luria suggests that the implementation phase of Nvidia’s products, which are currently being bought en masse by the likes of Microsoft and Amazon, could run into trouble when key buyers reach capacity and demand begins to fall. 20% slide in Nvidia stock 20% slide in Nvidia stock However, other analysts suggest that the end of the generative AI hype phase will be met by a more strategic implementation phase which could keep the industry growing. “Concerns about GenAI failing to meet expectations in 2024 should be seen in the context of the natural cycle of hype and maturity of new technologies,” said Maxim Manturov, head of investment research at Freedom Finance Europe . “While some industry leaders have expressed frustration with the speed of progress in artificial intelligence and GenAI in their organisations, others remain optimistic about its potential.” Freedom Finance Europe Freedom Finance Europe “Companies heavily invested in GenAI are under pressure to prove profitability, and industry reports indicate a shift to more strategic AI initiatives in the coming years,” Manturov added. Is the Generative AI an Exceptional Case? Here, it’s worth reminding ourselves that we’re talking about the generative AI boom. This is an industry that Bloomberg Intelligence last year suggested would grow at a CAGR of 42% into a $1.3 trillion industry by 2032 . $1.3 trillion industry by 2032 $1.3 trillion industry by 2032 Fresh demand for generative AI products was predicted to add around $280 million in new software revenue. Could we be talking about an emerging technology that’s market impact is without precedent? Morgan Stanley analysts have underlined the indecisive outlook for Nvidia and the wider generative AI market in Q2 2024 by proposing a more bullish outlook for NVDA as well as the generative AI-focused Amazon (AMZN). more bullish outlook more bullish outlook As Nvidia reported Q4 2023 revenue increases of 265% to $22 billion, CEO Jensen Huang claimed that "accelerated computing and generative AI have hit the tipping point," before adding that "demand is surging worldwide across companies, industries and nations." claimed that claimed that The company’s innovations in recent weeks have included the text-to-3D tool , LATTE3D, which Nvidia described as a ‘virtual 3D printer’, as well as a collaboration with Hipocratic AI to develop a network of generative AI nurses that could cost $9 an hour. text-to-3D tool text-to-3D tool collaboration with Hipocratic AI collaboration with Hipocratic AI Nvidia’s quick 5% rebound following its record sell-offs should serve as a wider vote of confidence in the innovation that the company is capable of. Regardless of whether its success has made it the GenAI canary, NVDA is certainly an innovative stock that’s capable of sustaining its impressive growth. Bubble or Boom? Ultimately, Nvidia’s performance over the past 12 months means that the stock has become a live litmus test for investor sentiment in generative AI. Whether that’s a good thing or not depends wholly on the capabilities of the industry itself. Nvidia’s rapid growth has seen the stock rub shoulders with the likes of Microsoft, Apple, and Alphabet, and the company will be keen to follow the lead of other industry giants to continue sustaining its growth through innovation. As a semiconductor leader, the possibilities are nearly endless for Nvidia. As long as the capabilities of generative AI continue to astound clients and deliver on its promises, NVDA remains a stock that can continue to grow. If investors get a whiff of saturation or inefficiency, the Nvidia litmus test could face some further challenges ahead.

Nvidia’s Shaky Q2 Underlines the Stock as Generative AI’s Sentiment Litmus Test

এনভিডিয়ার শ্যাকি Q2 জেনারেটিভ এআই এর সেন্টিমেন্ট লিটমাস টেস্ট হিসাবে স্টককে আন্ডারলাইন করেছে

Nvidias wackeliges zweites Quartal unterstreicht die Aktie als Lackmustest für die Stimmung von Generative AI

El inestable segundo trimestre de Nvidia subraya la acción como prueba de fuego del sentimiento de la IA generativa

Le Shaky Q2 de Nvidia souligne le titre en tant que test décisif du sentiment de Generative AI

एनवीडिया की अस्थिर Q2 स्टॉक को जेनरेटिव एआई के सेंटीमेंट लिटमस टेस्ट के रूप में रेखांकित करती है

エヌビディアの第2四半期の不安定さは、ジェネレーティブAIの感情リトマス試験として株価を浮き彫りにする

Nvidia의 Shaky Q2는 Generative AI의 감정 리트머스 테스트로서 주식을 강조합니다.

Shaky Q2 da Nvidia destaca o estoque como teste decisivo de sentimento da IA generativa

Нестабильный второй квартал Nvidia подчеркивает, что акции являются лакмусовой бумажкой настроений генеративного ИИ

Nvidia'nın Titrek 2. Çeyreği Hisse Senedinin Üretken Yapay Zekanın Duyarlılık Turnusol Testi Olduğunu Vurguluyor

Q2 run rẩy của Nvidia nhấn mạnh cổ phiếu là bài kiểm tra tình cảm của AI sáng tạo

Nvidia 第二季度业绩表现不佳，凸显其股票是生成式 AI 情绪的试金石

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