Nvidia Launches Vera CPU to Challenge Market Giants Intel and AMD
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: NASDAQ.COM
- Product Launch: Nvidia unveiled its Vera CPU at a conference in Taipei, aiming to enhance AI workload processing by integrating its Blackwell GPU with an ARM architecture CPU designed by Mediatech, challenging Intel and AMD's dominance in the CPU market.
- Market Competition Analysis: Although the Vera CPU is targeted at the high-end market with potential prices around $2,500, its revenue potential in the data center market is significant, with Nvidia projecting $20 billion in CPU revenue this fiscal year.
- Strategic Collaboration: Nvidia's partnership with Microsoft aims to redefine PC architecture, and the launch of the Vera CPU not only showcases technological innovation but may also shift customer reliance away from traditional CPUs, pushing the industry towards ARM architecture.
- Long-term Market Outlook: While current market reactions to Nvidia's Vera CPU are cautious, its integration capabilities and efficient performance in AI infrastructure could lay the groundwork for future market share growth, particularly in the data center sector.
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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: 205.100
Low
200.00
Averages
264.97
High
352.00
Current: 205.100
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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- Future Growth Potential: Despite Broadcom's projected full-year AI chip revenue of $56 billion representing a 180% year-over-year increase, the failure to meet market expectations highlights that investor expectations for performance are rising even in a growth context.
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See More
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See More
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- Production Capacity Boost: Lingyi iTech's newly opened humanoid robot factory in Beijing has already produced 300 robots since its late April launch, with plans to ramp up production to 10,000 units this year, showcasing its strong competitive position in the rapidly growing robotics market.
- Future Production Goals: The company aims to increase annual production to 500,000 units by 2030, which could halve the current price of humanoid robots, approximately $30,000 each, thereby driving broader market acceptance and application.
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