Nvidia and AMD Compete in the AI Era
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19 hours ago
0mins
Source: NASDAQ.COM
- Significant Revenue Growth: Nvidia and AMD reported revenue increases of 85% and 38% respectively in the latest quarter, reflecting strong demand in the AI market and driving both companies' stock prices up over 300% in the past three years, underscoring their leadership in the industry.
- GPU Market Competition: Nvidia has maintained its lead in the AI sector due to its early entry and continuous innovation in the data center GPU market, while AMD, despite its CPU dominance, has yet to surpass Nvidia in the GPU space, highlighting the intense competition.
- CPU Market Potential: As AI technology evolves, the importance of CPUs is increasing; Nvidia has launched its first standalone data center CPU and plans to release a superchip integrating GPU and CPU in the second half of the year, indicating its intent to capture market share in CPUs, although AMD still holds an advantage.
- Robotics Technology Outlook: Nvidia's full-stack solutions in robotics position it favorably for future AI growth, particularly with its Jetson Thor robotics computer used by over 2 million developers, while AMD showcases potential in surgical robots through its adaptive system-on-chip solutions, reflecting differing strategies in this high-growth market.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 204.650
Low
200.00
Averages
264.97
High
352.00
Current: 204.650
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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