Nvidia and AMD Compete in the AI Revolution
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19 hours ago
0mins
Source: Fool
- Significant Revenue Growth: Nvidia and AMD reported revenue increases of 85% and 38% respectively in the latest quarter, showcasing their strong performance in the AI sector and further solidifying their market positions.
- Market Leadership: Nvidia maintains its lead in AI chip design due to its first-mover advantage in the data center GPU market, consistently updating its products, and is expected to continue dominating the GPU market.
- CPU Market Competition: While AMD holds a leadership position in the CPU market, Nvidia's introduction of its first standalone data center CPU indicates its intent to expand in the AI space, potentially gaining an edge in future competition.
- Robotics Technology Outlook: Nvidia's full-stack solutions in robotics have attracted over 2 million developers, positioning the company to capitalize on a $40 trillion market opportunity, while AMD demonstrates strong potential in medical and industrial robotics through its adaptive system-on-chip solutions.
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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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