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Research archive for NVDA

The Nvidia Network

26 February 2024

Naturally, people are asking when the competition will jump in and start grabbing some of that pie? That question is tough to answer with certainty, but at this stage, it looks like it will be very difficult for competitors to gain market share or even for the likes of Amazon and Microsoft to build competitive chips in-house.

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Nvidia Q3 - Consistency is Key

23 February 2024

Investors eagerly awaited Nvidia's earnings report this week. Everyone was on tenterhooks, wondering whether the chip giant could maintain its remarkable momentum from 2023. Nvidia delivered! Its fourth-quarter results underscored the relentless demand for artificial intelligence (AI) systems, driving the chip giant to keep pace with skyrocketing needs.

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Nvidia Q3 - Sales triple

22 February 2024

Successful companies generate new sales. We like our portfolio investments to have accelerating top-line growth, with year after year of booming revenues.

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Nvidia unveils new chips

09 January 2024

Nvidia has announced new products aimed at advancing the personal computer industry. The company unveiled three new desktop graphics chips with extra components, helping users leverage AI capabilities on their personal machines without relying on remote services.

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All about Huang

08 December 2023

Thanks to its fabulous recent returns, Nvidia has become a big holding in many Vestact client accounts. But how much do you know about the CEO and co-founder Jensen Huang?

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Nvidia Q2 - Record Quarter

22 November 2023

Last night, Nvidia posted very good quarterly numbers, recording better-than-expected revenue, profit and forward guidance. The share price traded down 2% in after-hours trade, which is not a bad outcome after an epic rally in recent months.

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Nvidia for the long run

25 August 2023

Byron just covered Nvidia's current results, but I'd like to look at their history since we started buying them for a few brave clients in 2015. Their main business at that time was souped up graphics processors (GPUs) in expensive desktop computer gaming rigs. It became clear later that GPUs were very good at processing large amounts of data and three growing industries became reliant on Nvidia's chips; self-driving cars, data centres and emerging machine learning applications.

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Nvidia Q1 - Blowout quarter

25 August 2023

The whole market was holding its breath for Nvidia's results out on Wednesday night. Artificial Intelligence (AI) has been a key driver of the recent market rally and Nvidia is the sector's "poster child". I am happy to report that the numbers smashed every expectation by a country mile.

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Maintaining Chip Demand

07 August 2023

Nvidia has a brilliant strategy to ensure that its chips are in high demand for years to come. The chip maker is investing in early-stage companies which operate in industries that will require large amounts of GPUs for growth. Having Nvidia as a shareholder increases the odds that these companies will continue to spend millions on new Nvidia GPUs.

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From video games to AI

20 June 2023

Nvidia is the hottest company on Wall Street right now. Its shares are up over 198% year-to-date, a rally that gives the company a market capitalisation over $1 trillion. This is a title only four other American companies currently claim.

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Why we like Nvidia

26 May 2023

We added Nvidia to our Vestact-recommended stock portfolio in New York in March 2017. We rated their technological prowess, their management team under CEO Jensen Huang, and their dominant position in chips for gaming and graphics computers.

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Nvidia Q4 - Chip demand up for AI

25 May 2023

Nvidia is up 113% this year (only 5 months), an impressive return for a large company. The stock is part of our 'future hero' holdings, and has been very volatile over the last four years. First it flew due to Bitcoin, and then crashed. Then it flew with the metaverse, and then crashed. Now it is flying due to AI. Out of the three, AI seems the most sustainable.

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Google's TPUs

11 April 2023

Last week, the Nvidia share price wobbled on news that Google developed an AI supercomputer with better performance than Nvidia's competing systems. At the moment, Nvidia is the only game in town when it comes to running AI programs. It currently controls about 90% of the market.

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Nvidia & Adobe Partnership

23 March 2023

Nvidia and Adobe have announced an AI partnership which will seek to further advance creative workflows in products like Adobe Photoshop, Adobe Premier Pro and Adobe After Effect. After Microsoft announced their enhanced office products, it only makes sense for other digital work programs to follow suit.

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Nvidia Q3 - PC Shipment Hampers Gaming

18 November 2022

Vestact-recommended Nvidia issue their numbers towards the end of earnings season. The semiconductor chip giant reported revenue that beat analysts' expectations but provided a muted outlook. Total sales came in at $5.93 billion thanks to very impressive revenue from the datacentre business unit (up 31%), but the legacy gaming chip business fell 51% year-on-year, hampered by a 19.5% drop in PC shipments in the quarter.

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