NVIDIA's Strong AI Demand & First-Mover Advantage Drive Continued Growth

DeltaDrift
02-27

$NVIDIA(NVDA)$

NVIDIA's quarterly outlook suggests continued strong demand from major tech companies like Microsoft, Amazon, and Meta, despite concerns about DeepSeek’s low-cost AI model. Shares rose nearly 2% after NVIDIA foretasted revenue above analyst estimates, but its first-quarter margin is expected to tighten.

  • R&D increment is not that significant at the ratio of revenue.

  • RTX50 Series is not the key driver anymore, focus more on AI related products, recent market expanding quickly and competition will soon begin.

In general, Nvidia's first-mover advantage and AI infrastructure investments suggest its high-end chips will remain in demand. Despite some volatility, Nvidia's stock has surged 1,800% over the past five years. Growth speed won’t be like before, since there’s production capacity limitation, but revenue growth is promising.

White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?
Around his first 100 days in office, Trump is planning to host an event at the White House to promote investment in America, with senior executives from companies such as Nvidia set to participate. ------------- Can Nvidia manage to solve the problem and safeguard its status in the semi industry? How much will Huawei's new chip affect Nvidia? Will Nvidia ramp up US investment? How will this mean to the stock?
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Comments

  • Merle Ted
    02-28
    Merle Ted
    Not sure what happened here. No company related bad news. Regardless of tarrifs, NVDA buyers will continue to buy
  • Venus Reade
    02-28
    Venus Reade
    Before next report this is going to hit $100
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