Nvidia Unveils New Personal Computer Product Line at Computex
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: CNBC
- Increased Market Competition: Nvidia's introduction of a new personal computer product line at the Computex conference signifies its first direct competition with Intel and AMD, potentially allowing Nvidia to capture a larger share of the $274 billion PC market.
- Integrated Chip Innovation: The new RTX Spark system-on-chip integrates the CPU, GPU, and NPU onto a single silicon piece, enabling Nvidia to fully control the performance and AI capabilities of its PCs, thereby enhancing product competitiveness.
- Edge Computing Era: Nvidia's new PCs can run all Windows applications and its software locally, reducing cloud computing costs while improving efficiency and security, aligning with the current trend towards edge computing.
- Valuation Appeal: While Nvidia's data center opportunities are significant, its entry into the PC market may lead to a convergence in price-to-earnings ratios with Intel (91x) and AMD (52x), indicating that Nvidia's stock remains undervalued compared to its peers.
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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: 224.360
Low
200.00
Averages
264.97
High
352.00
Current: 224.360
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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See More
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- Financing Strategy: The company intends to utilize an at-the-market (ATM) strategy to incrementally sell newly issued shares, which may suppress stock price appreciation in the short term but provides essential funding for future AI investments.
- Increased Capital Expenditure: Alphabet raised its capital expenditure forecast for 2023 to between $180 billion and $190 billion, demonstrating its commitment to AI investments, despite concerns regarding its chosen financing methods.
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