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ahmad hakiki
01-15
Oi
This Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025
ahmad hakiki
01-15
Hallo i iki you my name is
Sorry, the original content has been removed
ahmad hakiki
01-15
Hallo
Nvidia’s $3 Trillion Rally Is On Edge, Wall Street is Unfazed
Go to Tiger App to see more news
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The company's strategic advancements in data-center GPUs and networking","content":"<html><head></head><body><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> was the most remarkable technology story of 2024 - both in terms of its products and impact on the stock market. The company's strategic advancements in data-center GPUs and networking; its growth and ambitions in services; and its strength in automotive, robotics and other emerging industries have solidified Nvidia's market leadership.</p><p>It's hard to imagine any of Nvidia's rivals being able to replicate the company's magic 2024. In the third quarter of 2024, Nvidia reported revenue of $35.1 billion, marking a 94% increase from the same period in 2023. This growth was largely driven by the data-center segment, which achieved a record revenue of $30.8 billion - a 112% year-over-year increase - fueled by growing demand for AI and data center GPUs and secondary solutions. Just 18 months earlier, Nvidia's entire quarterly revenue was less than $7.5 billion. To call Nvidia's rise meteoric would be an understatement.</p><h2 id=\"id_3795697666\">Nvidia goes for an encore</h2><p>Despite somewhat conservative first-quarter projections, Nvidia's data center GPU business is expected to see substantial growth in 2025. There is still a lot in the pipeline for the B200 Blackwell GPU, and even the previous generation Hopper GPUs, still being filled for tier-1 and tier-2 service providers. The Blackwell Ultra \"B300\" GPUs are rumored to feature drastically improved performance for key inference workloads, though with more power draw to get there, and a larger memory capacity to help with larger and more complex models. We'll likely see more changes around software advancements and precision capabilities that bring more \"effective\" performance increases than ever.</p><p>These significant performance and efficiency improvements will move hyperscalers to initiate another cycle of upgrades - all of them eager to stay out front in offering developers and enterprises the best performance and the latest AI models. Those same major cloud-service providers, including Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure, continue to highlight their use of Nvidia's latest chips as a key selling point.</p><p>Nvidia's software ecosystem remains robust, providing a competitive edge that doesn't seem to be fading. The company has mastered the art of creating marketing moments and leadership messaging opportunities with every software update and key milestone its engineers create.</p><h2 id=\"id_1016776577\">Expansion into services</h2><p>Nvidia is expanding its services to capture a larger share of AI infrastructure revenue through initiatives such as AI Foundry and Nvidia Infrastructure Management Services (NIMs). By partnering directly with enterprises, Nvidia aims to secure higher margins and potentially bypass traditional hyperscalers in addressing market needs.</p><p>Nvidia also is exploring growth opportunities beyond the traditional AI data center. The company is investing in automotive, robotics, the Omniverse and simulation projects such as Earth-2. These ventures are expected to open new revenue streams and drive innovation.</p><p>While the data center segment garners significant attention, Nvidia's GeForce line is a leader in the PC gaming market. With new GPUs expected to be unveiled soon, Nvidia is attempting to reinvigorate the gaming space with enhanced performance and features. The ongoing trend of increasing prices in the PC gaming sector suggests that Nvidia may continue to grow its margins in this area.</p><p>Nvidia also will likely enter the AI PC race, bringing an Arm Holdings-based chip <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> to the Windows PC segment, and competing with Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> and AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> for the growth of the Copilot+ PC. How might Nvidia become the surprise winner here? If it can differentiate with higher-performance options that include its top-tier graphics and integrated AI technology.</p><h2 id=\"id_3928013538\">Not without risk</h2><p>Nvidia faces several internal and external challenges that could disappoint investors if it misfires:</p><p>-- Commoditization of AI-software infrastructure: The adoption of general software tools supporting competing solutions, such as AMD's MI300X or Intel's Gaudi, could lead customers to consider alternatives, shifting the competitive landscape. It is often mentioned that the competitive \"moat\" that keeps Nvidia's advantage in the AI space is not so much its GPU hardware, but its CUDA and associated software tools and libraries. Normalization of that software ecosystem would make it easier for integrators to multisource or bounce between GPU vendors each generation.</p><p>-- Custom silicon by CSPs: Major cloud providers such as Alphabet's Google Cloud, Microsoft Azure and Amazon AMZN AWS have been developing custom AI accelerators and processors. Continued advancements in this area could limit the growth rate and adoption of future Nvidia AI GPUs if the vendors stick with the investment and plan. It is a huge financial risk for these vendors, so it won't surprise me if one or more pull back or shut down these plans over the next 24 months.</p><p>-- Market saturation: With an estimated 95% market share in the AI-chip industry, Nvidia would be hit by any stagnation or decline in AI-market growth. The same risk is applicable if Nvidia's customers don't see stronger utilization and revenue streams from AI implementations, regardless of capital investments. In contrast, competitors with smaller market shares could still experience growth in a stagnant or shrinking market, taking sales from Nvidia by offering better value or ready availability.</p><p>-- Competition with partners in vertical services: Nvidia's expansion into services that compete with cloud providers, such as DGX Cloud and GeForce Now, may strain relationships and affect future orders.</p><h2 id=\"id_475721916\">Valuation and growth</h2><p>Despite its high P/E ratio, Nvidia's stock is modestly valued compared to peers like AMD and Arm Holdings. Nvidia's diversified product portfolio and strategic investments will enable the company to sustain growth in 2025 and beyond even if there's a decline in AI-hardware investments. Nvidia Chief Executive Jensen Huang has earned the respect of the financial markets at this point and should get the benefit of the doubt on moving the company to whatever might be next.</p><p>Nvidia's impressive performance in 2024 sets a strong foundation for 2025. By leveraging its strengths in data center GPUs, networking, services, and emerging product categories, Nvidia can continue to carry the technology industry.</p><p>Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. He has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>This Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-15 10:04</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> was the most remarkable technology story of 2024 - both in terms of its products and impact on the stock market. The company's strategic advancements in data-center GPUs and networking; its growth and ambitions in services; and its strength in automotive, robotics and other emerging industries have solidified Nvidia's market leadership.</p><p>It's hard to imagine any of Nvidia's rivals being able to replicate the company's magic 2024. In the third quarter of 2024, Nvidia reported revenue of $35.1 billion, marking a 94% increase from the same period in 2023. This growth was largely driven by the data-center segment, which achieved a record revenue of $30.8 billion - a 112% year-over-year increase - fueled by growing demand for AI and data center GPUs and secondary solutions. Just 18 months earlier, Nvidia's entire quarterly revenue was less than $7.5 billion. To call Nvidia's rise meteoric would be an understatement.</p><h2 id=\"id_3795697666\">Nvidia goes for an encore</h2><p>Despite somewhat conservative first-quarter projections, Nvidia's data center GPU business is expected to see substantial growth in 2025. There is still a lot in the pipeline for the B200 Blackwell GPU, and even the previous generation Hopper GPUs, still being filled for tier-1 and tier-2 service providers. The Blackwell Ultra \"B300\" GPUs are rumored to feature drastically improved performance for key inference workloads, though with more power draw to get there, and a larger memory capacity to help with larger and more complex models. We'll likely see more changes around software advancements and precision capabilities that bring more \"effective\" performance increases than ever.</p><p>These significant performance and efficiency improvements will move hyperscalers to initiate another cycle of upgrades - all of them eager to stay out front in offering developers and enterprises the best performance and the latest AI models. Those same major cloud-service providers, including Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure, continue to highlight their use of Nvidia's latest chips as a key selling point.</p><p>Nvidia's software ecosystem remains robust, providing a competitive edge that doesn't seem to be fading. The company has mastered the art of creating marketing moments and leadership messaging opportunities with every software update and key milestone its engineers create.</p><h2 id=\"id_1016776577\">Expansion into services</h2><p>Nvidia is expanding its services to capture a larger share of AI infrastructure revenue through initiatives such as AI Foundry and Nvidia Infrastructure Management Services (NIMs). By partnering directly with enterprises, Nvidia aims to secure higher margins and potentially bypass traditional hyperscalers in addressing market needs.</p><p>Nvidia also is exploring growth opportunities beyond the traditional AI data center. The company is investing in automotive, robotics, the Omniverse and simulation projects such as Earth-2. These ventures are expected to open new revenue streams and drive innovation.</p><p>While the data center segment garners significant attention, Nvidia's GeForce line is a leader in the PC gaming market. With new GPUs expected to be unveiled soon, Nvidia is attempting to reinvigorate the gaming space with enhanced performance and features. The ongoing trend of increasing prices in the PC gaming sector suggests that Nvidia may continue to grow its margins in this area.</p><p>Nvidia also will likely enter the AI PC race, bringing an Arm Holdings-based chip <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> to the Windows PC segment, and competing with Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> and AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> for the growth of the Copilot+ PC. How might Nvidia become the surprise winner here? If it can differentiate with higher-performance options that include its top-tier graphics and integrated AI technology.</p><h2 id=\"id_3928013538\">Not without risk</h2><p>Nvidia faces several internal and external challenges that could disappoint investors if it misfires:</p><p>-- Commoditization of AI-software infrastructure: The adoption of general software tools supporting competing solutions, such as AMD's MI300X or Intel's Gaudi, could lead customers to consider alternatives, shifting the competitive landscape. It is often mentioned that the competitive \"moat\" that keeps Nvidia's advantage in the AI space is not so much its GPU hardware, but its CUDA and associated software tools and libraries. Normalization of that software ecosystem would make it easier for integrators to multisource or bounce between GPU vendors each generation.</p><p>-- Custom silicon by CSPs: Major cloud providers such as Alphabet's Google Cloud, Microsoft Azure and Amazon AMZN AWS have been developing custom AI accelerators and processors. Continued advancements in this area could limit the growth rate and adoption of future Nvidia AI GPUs if the vendors stick with the investment and plan. It is a huge financial risk for these vendors, so it won't surprise me if one or more pull back or shut down these plans over the next 24 months.</p><p>-- Market saturation: With an estimated 95% market share in the AI-chip industry, Nvidia would be hit by any stagnation or decline in AI-market growth. The same risk is applicable if Nvidia's customers don't see stronger utilization and revenue streams from AI implementations, regardless of capital investments. In contrast, competitors with smaller market shares could still experience growth in a stagnant or shrinking market, taking sales from Nvidia by offering better value or ready availability.</p><p>-- Competition with partners in vertical services: Nvidia's expansion into services that compete with cloud providers, such as DGX Cloud and GeForce Now, may strain relationships and affect future orders.</p><h2 id=\"id_475721916\">Valuation and growth</h2><p>Despite its high P/E ratio, Nvidia's stock is modestly valued compared to peers like AMD and Arm Holdings. Nvidia's diversified product portfolio and strategic investments will enable the company to sustain growth in 2025 and beyond even if there's a decline in AI-hardware investments. Nvidia Chief Executive Jensen Huang has earned the respect of the financial markets at this point and should get the benefit of the doubt on moving the company to whatever might be next.</p><p>Nvidia's impressive performance in 2024 sets a strong foundation for 2025. By leveraging its strengths in data center GPUs, networking, services, and emerging product categories, Nvidia can continue to carry the technology industry.</p><p>Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. He has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4077":"互动媒体与服务","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","NVDA":"英伟达","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503500803","content_text":"Nvidia $(NVDA)$ was the most remarkable technology story of 2024 - both in terms of its products and impact on the stock market. The company's strategic advancements in data-center GPUs and networking; its growth and ambitions in services; and its strength in automotive, robotics and other emerging industries have solidified Nvidia's market leadership.It's hard to imagine any of Nvidia's rivals being able to replicate the company's magic 2024. In the third quarter of 2024, Nvidia reported revenue of $35.1 billion, marking a 94% increase from the same period in 2023. This growth was largely driven by the data-center segment, which achieved a record revenue of $30.8 billion - a 112% year-over-year increase - fueled by growing demand for AI and data center GPUs and secondary solutions. Just 18 months earlier, Nvidia's entire quarterly revenue was less than $7.5 billion. To call Nvidia's rise meteoric would be an understatement.Nvidia goes for an encoreDespite somewhat conservative first-quarter projections, Nvidia's data center GPU business is expected to see substantial growth in 2025. There is still a lot in the pipeline for the B200 Blackwell GPU, and even the previous generation Hopper GPUs, still being filled for tier-1 and tier-2 service providers. The Blackwell Ultra \"B300\" GPUs are rumored to feature drastically improved performance for key inference workloads, though with more power draw to get there, and a larger memory capacity to help with larger and more complex models. We'll likely see more changes around software advancements and precision capabilities that bring more \"effective\" performance increases than ever.These significant performance and efficiency improvements will move hyperscalers to initiate another cycle of upgrades - all of them eager to stay out front in offering developers and enterprises the best performance and the latest AI models. Those same major cloud-service providers, including Microsoft $(MSFT)$ Azure, continue to highlight their use of Nvidia's latest chips as a key selling point.Nvidia's software ecosystem remains robust, providing a competitive edge that doesn't seem to be fading. The company has mastered the art of creating marketing moments and leadership messaging opportunities with every software update and key milestone its engineers create.Expansion into servicesNvidia is expanding its services to capture a larger share of AI infrastructure revenue through initiatives such as AI Foundry and Nvidia Infrastructure Management Services (NIMs). By partnering directly with enterprises, Nvidia aims to secure higher margins and potentially bypass traditional hyperscalers in addressing market needs.Nvidia also is exploring growth opportunities beyond the traditional AI data center. The company is investing in automotive, robotics, the Omniverse and simulation projects such as Earth-2. These ventures are expected to open new revenue streams and drive innovation.While the data center segment garners significant attention, Nvidia's GeForce line is a leader in the PC gaming market. With new GPUs expected to be unveiled soon, Nvidia is attempting to reinvigorate the gaming space with enhanced performance and features. The ongoing trend of increasing prices in the PC gaming sector suggests that Nvidia may continue to grow its margins in this area.Nvidia also will likely enter the AI PC race, bringing an Arm Holdings-based chip $(ARM)$ to the Windows PC segment, and competing with Intel $(INTC)$, Qualcomm $(QCOM)$ and AMD $(AMD)$ for the growth of the Copilot+ PC. How might Nvidia become the surprise winner here? If it can differentiate with higher-performance options that include its top-tier graphics and integrated AI technology.Not without riskNvidia faces several internal and external challenges that could disappoint investors if it misfires:-- Commoditization of AI-software infrastructure: The adoption of general software tools supporting competing solutions, such as AMD's MI300X or Intel's Gaudi, could lead customers to consider alternatives, shifting the competitive landscape. It is often mentioned that the competitive \"moat\" that keeps Nvidia's advantage in the AI space is not so much its GPU hardware, but its CUDA and associated software tools and libraries. Normalization of that software ecosystem would make it easier for integrators to multisource or bounce between GPU vendors each generation.-- Custom silicon by CSPs: Major cloud providers such as Alphabet's Google Cloud, Microsoft Azure and Amazon AMZN AWS have been developing custom AI accelerators and processors. Continued advancements in this area could limit the growth rate and adoption of future Nvidia AI GPUs if the vendors stick with the investment and plan. It is a huge financial risk for these vendors, so it won't surprise me if one or more pull back or shut down these plans over the next 24 months.-- Market saturation: With an estimated 95% market share in the AI-chip industry, Nvidia would be hit by any stagnation or decline in AI-market growth. The same risk is applicable if Nvidia's customers don't see stronger utilization and revenue streams from AI implementations, regardless of capital investments. In contrast, competitors with smaller market shares could still experience growth in a stagnant or shrinking market, taking sales from Nvidia by offering better value or ready availability.-- Competition with partners in vertical services: Nvidia's expansion into services that compete with cloud providers, such as DGX Cloud and GeForce Now, may strain relationships and affect future orders.Valuation and growthDespite its high P/E ratio, Nvidia's stock is modestly valued compared to peers like AMD and Arm Holdings. Nvidia's diversified product portfolio and strategic investments will enable the company to sustain growth in 2025 and beyond even if there's a decline in AI-hardware investments. Nvidia Chief Executive Jensen Huang has earned the respect of the financial markets at this point and should get the benefit of the doubt on moving the company to whatever might be next.Nvidia's impressive performance in 2024 sets a strong foundation for 2025. By leveraging its strengths in data center GPUs, networking, services, and emerging product categories, Nvidia can continue to carry the technology industry.Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. He has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392881411596456,"gmtCreate":1736943127173,"gmtModify":1736946809334,"author":{"id":"4199691792154892","authorId":"4199691792154892","name":"ahmad hakiki","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199691792154892","authorIdStr":"4199691792154892"},"themes":[],"htmlText":"Hallo i iki you my name is","listText":"Hallo i iki you my name is","text":"Hallo i iki you my name is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392881411596456","repostId":"2503399501","repostType":2,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392882651627672,"gmtCreate":1736943081998,"gmtModify":1736946808362,"author":{"id":"4199691792154892","authorId":"4199691792154892","name":"ahmad hakiki","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199691792154892","authorIdStr":"4199691792154892"},"themes":[],"htmlText":"Hallo ","listText":"Hallo ","text":"Hallo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392882651627672","repostId":"2503619385","repostType":4,"repost":{"id":"2503619385","kind":"highlight","pubTimestamp":1736940033,"share":"https://ttm.financial/m/news/2503619385?lang=&edition=fundamental","pubTime":"2025-01-15 19:20","market":"us","language":"en","title":"Nvidia’s $3 Trillion Rally Is On Edge, Wall Street is Unfazed","url":"https://stock-news.laohu8.com/highlight/detail?id=2503619385","media":"Bloomberg","summary":"Chipmaker’s sales growth is slowing and competition is rising‘There’s still plenty of growth left,’ Truist’s Yuschak saysThe Nvidia headquarters in Santa Clara, California.Nvidia Corp.’s $3 trillion r","content":"<html><head></head><body><ul style=\"\"><li><p>Chipmaker’s sales growth is slowing and competition is rising</p></li><li><p>‘There’s still plenty of growth left,’ Truist’s Yuschak says</p></li></ul><p class=\"t-img-caption\"><img alt=\"The Nvidia headquarters in Santa Clara, California.\" src=\"https://community-static.tradeup.com/news/f061e35cf74e81751b966143b6c6f320\" tg-height=\"1334\" tg-width=\"2000\" title=\"The Nvidia headquarters in Santa Clara, California.\"/><span>The Nvidia headquarters in Santa Clara, California.</span></p><p style=\"text-align: start;\">Nvidia Corp.’s $3 trillion run-up in market value in the two years since ChatGPT helped trigger an AI frenzy is bigger than any stock rally in history in such a short time span. But the landscape is now changing for the chipmaker.</p><p style=\"text-align: start;\">Competitors and customers are stepping up efforts to take a bigger slice of the artificial intelligence chip market. The sector’s blistering revenue growth is slowing. The Biden White House is looking to limit the sale of Nvidia’s most-advanced chips abroad, although it’s unclear how President-elect Donald Trump’s incoming administration will handle that.</p><p style=\"text-align: start;\">Sounds scary? None of these risks are deterring investors from betting that Nvidia’s rally could add hundreds of billions of dollars more in market value in 2025 as the deluge of spending on AI computing keeps gaining steam.</p><p style=\"text-align: start;\">“I’m not concerned we’ve seen a peak in Nvidia,” said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management. “There’s more growth to be had, although we should also see more volatility. The AI revolution is going to be a long road with a lot of potholes.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/419003a41fa29562f1f2ab9c8e0cf465\" tg-height=\"675\" tg-width=\"1200\"/></p><p>That turbulence has been on display recently, with Nvidia shares slumping after a presentation by Chief Executive Officer Jensen Huang fell short of investors’ high expectations. The stock has dropped for five-straight sessions, shedding 12% since hitting a record on Jan. 6.</p><p>Investors say these kinds of swings come with the territory.</p><p style=\"text-align: start;\">“Nvidia’s stock is always going to be way more volatile than the market,” said Joanne Feeney, portfolio manager and partner at Advisors Capital Management, which raised its price target on the shares earlier this week. “We see it as having multiple years of well-above average growth in earnings, and we do see that as explaining and sustaining the valuation.”</p><p style=\"text-align: start;\">Nvidia shares are projected to rise 32% over the coming year, according to the average of analyst price targets compiled by Bloomberg. That would give the chipmaker a market value of more than $4 trillion, potentially dwarfing its closest peers Apple Inc. and Microsoft Corp. Its revenue is expected to hit $129 billion in its current fiscal year, which ends Jan. 30, up from $27 billion two years ago.</p><p style=\"text-align: start;\">That said, there are plenty of potential hazards ahead. Here’s a look at the biggest issues Nvidia faces in the coming year:</p><h3 id=\"id_2525399878\" style=\"text-align: start;\">AI Spending</h3><p style=\"text-align: start;\">Nvidia’s rally ultimately depends on demand for AI services. Nearly half its revenue comes from a handful of tech giants who are rushing to add computing capacity. Capital expenditures by Microsoft, Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. are projected to hit a combined $257 billion in the current fiscal year, up from $209 billion in 2024. Of course, those plans could change if the companies and their customers aren’t generating the big sales they expected from AI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8e893d005b6b37dd7313fe5036204e30\" tg-height=\"584\" tg-width=\"947\"/></p><p>“At some point we’re going to need to see new applications drive revenue acceleration for other companies for this investment to continue,” said Gil Luria, head of technology research at D.A. Davidson and one of only eight of 78 analysts tracked by Bloomberg who doesn’t have a buy rating on the shares.</p><p>Outside of hardware makers like Nvidia, the most visible AI revenue growth is coming from the big web services providers like Amazon, Google Cloud and Microsoft’s Azure. However, it’s still a relatively small amount compared with how much the companies are spending on developing the technology.</p><p style=\"text-align: start;\">So far, few of the tech giants’ cloud computing customers are seeing significant revenue growth from AI. Salesforce.com Inc. shares have rallied on high expectations for new AI offerings, but the customer relationship management software company hasn’t seen much of a sales boost yet. Palantir Technologies Inc., which makes data analysis software, has said its AI services are driving revenue growth.</p><p style=\"text-align: start;\">“It’s imperative that the hyperscaler customers start generating meaningful returns,” Luria said.</p><h3 id=\"id_2654748833\" style=\"text-align: start;\">Competition</h3><p style=\"text-align: start;\">Nvidia has a virtual monopoly on AI accelerators and is attempting to stay ahead of the competition by speeding up the pace for rolling out new chip lines. Its latest, Blackwell, initially faced manufacturing challenges that slowed its release. But Huang said it’s in full production now and will begin shipping in the current quarter, adding that demand for Blackwell is “very strong” and expected to exceed supply for several quarters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5798fcfec3880e79f9553f023910fd6e\" tg-height=\"714\" tg-width=\"912\"/></p><p>Advanced Micro Devices Inc. is probably Nvidia’s closest competitor. But its projected AI accelerator sales of more than $5 billion in 2024 are just a sliver of Nvidia’s expected $114 billion in data center revenue in its current fiscal year. Intel Corp., which is in the midst of a troubled turnaround, is even further behind as weaker than expected orders for AI accelerators have led to sales that the company said won’t reach its target of $500 million for 2024.</p><p>Meanwhile, chipmakers Broadcom Inc. and Marvell Technology Inc. are gathering momentum in sales of custom-made semiconductors and networking components used in data centers. Broadcom forecast in December that the market for the AI components it designs will reach as much as $90 billion by fiscal 2027, sending its shares soaring and raising concerns that so-called ASIC chips could take share away from Nvidia.</p><p style=\"text-align: start;\">However, it’s unlikely that those custom chips will hurt Nvidia much given Blackwell’s significant technological advancement, according to Morgan Stanley analysts led by Joseph Moore.</p><p style=\"text-align: start;\">“Competing directly with Nvidia on cluster level specifications will likely remain a challenge,” they wrote in December.</p><p>And then there are the chipmaker’s biggest customers, who are hustling to develop their own semiconductors to avoid Nvidia’s high prices. Amazon has begun shipping the second generation of Trainium, which it aims to string together in clusters of up to 100,000 chips. Alphabet’s Google began building an AI chip a decade ago, and the latest edition is expected to be widely available this year. Microsoft Corp. announced an accelerator called Maia and a central processing unit in late 2023.</p><h3 id=\"id_449517810\">Valuation</h3><p>How much investors will pay for Nvidia’s stock comes down to its growth outlook. With customers set to spend more on hardware and competition still playing catch up, that view looks bright at the moment. The shares are priced at 30 times profits projected over the next 12 months, below the average over the past decade of 34 times, according to data compiled by Bloomberg.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b220dea800c2a94966f4e5f6c7ebb6e\" tg-height=\"675\" tg-width=\"1200\"/></p><p>Still, that valuation requires Nvidia’s profits to continue to boom at a time when growth is slowing and higher costs related to the development of Blackwell are expected to weigh on margins. Nvidia sales are projected to climb 112% in fiscal 2025, 53% in fiscal 2026 and 21% in fiscal 2027. Its gross margin is expected to dip as low as 73% in the current quarter, down from 75% in the previous period, Nvidia said in November. However, it anticipates margins rebounding when production ramps up.</p><p>For a company that’s growing as fast as Nvidia, it all adds up to a fair price, according to Scott Yuschak, managing director of equity strategy at Truist Advisory Services.</p><p style=\"text-align: start;\">“There’s still plenty of growth left for Nvidia in 2025 and there’s still reason to be interested in the stock,” Yuschak said. “Still, that number depends on bigger and bigger spending. If there are any signs of a slowdown in AI spending, the price investors are willing to pay for Nvidia shares will fall.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Nvidia’s $3 Trillion Rally Is On Edge, Wall Street is Unfazed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s $3 Trillion Rally Is On Edge, Wall Street is Unfazed\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-15 19:20 GMT+8 <a href=\"https://www.bloomberg.com/news/articles/2025-01-15/nvda-nvidia-s-3-trillion-rally-is-on-edge-wall-street-is-unfazed?srnd=homepage-americas\"><strong>Bloomberg</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Chipmaker’s sales growth is slowing and competition is rising‘There’s still plenty of growth left,’ Truist’s Yuschak saysThe Nvidia headquarters in Santa Clara, California.Nvidia Corp.’s $3 trillion ...</p>\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-15/nvda-nvidia-s-3-trillion-rally-is-on-edge-wall-street-is-unfazed?srnd=homepage-americas\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","BK4577":"网络游戏","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4548":"巴美列捷福持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4554":"元宇宙及AR概念","LU1989763005.USD":"东方汇理教育基金A2 Acc","BK4553":"喜马拉雅资本持仓","LU0072462426.USD":"贝莱德全球配置 A2","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-15/nvda-nvidia-s-3-trillion-rally-is-on-edge-wall-street-is-unfazed?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503619385","content_text":"Chipmaker’s sales growth is slowing and competition is rising‘There’s still plenty of growth left,’ Truist’s Yuschak saysThe Nvidia headquarters in Santa Clara, California.Nvidia Corp.’s $3 trillion run-up in market value in the two years since ChatGPT helped trigger an AI frenzy is bigger than any stock rally in history in such a short time span. But the landscape is now changing for the chipmaker.Competitors and customers are stepping up efforts to take a bigger slice of the artificial intelligence chip market. The sector’s blistering revenue growth is slowing. The Biden White House is looking to limit the sale of Nvidia’s most-advanced chips abroad, although it’s unclear how President-elect Donald Trump’s incoming administration will handle that.Sounds scary? None of these risks are deterring investors from betting that Nvidia’s rally could add hundreds of billions of dollars more in market value in 2025 as the deluge of spending on AI computing keeps gaining steam.“I’m not concerned we’ve seen a peak in Nvidia,” said Kevin Mahn, chief investment officer at Hennion & Walsh Asset Management. “There’s more growth to be had, although we should also see more volatility. The AI revolution is going to be a long road with a lot of potholes.”That turbulence has been on display recently, with Nvidia shares slumping after a presentation by Chief Executive Officer Jensen Huang fell short of investors’ high expectations. The stock has dropped for five-straight sessions, shedding 12% since hitting a record on Jan. 6.Investors say these kinds of swings come with the territory.“Nvidia’s stock is always going to be way more volatile than the market,” said Joanne Feeney, portfolio manager and partner at Advisors Capital Management, which raised its price target on the shares earlier this week. “We see it as having multiple years of well-above average growth in earnings, and we do see that as explaining and sustaining the valuation.”Nvidia shares are projected to rise 32% over the coming year, according to the average of analyst price targets compiled by Bloomberg. That would give the chipmaker a market value of more than $4 trillion, potentially dwarfing its closest peers Apple Inc. and Microsoft Corp. Its revenue is expected to hit $129 billion in its current fiscal year, which ends Jan. 30, up from $27 billion two years ago.That said, there are plenty of potential hazards ahead. Here’s a look at the biggest issues Nvidia faces in the coming year:AI SpendingNvidia’s rally ultimately depends on demand for AI services. Nearly half its revenue comes from a handful of tech giants who are rushing to add computing capacity. Capital expenditures by Microsoft, Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. are projected to hit a combined $257 billion in the current fiscal year, up from $209 billion in 2024. Of course, those plans could change if the companies and their customers aren’t generating the big sales they expected from AI.“At some point we’re going to need to see new applications drive revenue acceleration for other companies for this investment to continue,” said Gil Luria, head of technology research at D.A. Davidson and one of only eight of 78 analysts tracked by Bloomberg who doesn’t have a buy rating on the shares.Outside of hardware makers like Nvidia, the most visible AI revenue growth is coming from the big web services providers like Amazon, Google Cloud and Microsoft’s Azure. However, it’s still a relatively small amount compared with how much the companies are spending on developing the technology.So far, few of the tech giants’ cloud computing customers are seeing significant revenue growth from AI. Salesforce.com Inc. shares have rallied on high expectations for new AI offerings, but the customer relationship management software company hasn’t seen much of a sales boost yet. Palantir Technologies Inc., which makes data analysis software, has said its AI services are driving revenue growth.“It’s imperative that the hyperscaler customers start generating meaningful returns,” Luria said.CompetitionNvidia has a virtual monopoly on AI accelerators and is attempting to stay ahead of the competition by speeding up the pace for rolling out new chip lines. Its latest, Blackwell, initially faced manufacturing challenges that slowed its release. But Huang said it’s in full production now and will begin shipping in the current quarter, adding that demand for Blackwell is “very strong” and expected to exceed supply for several quarters.Advanced Micro Devices Inc. is probably Nvidia’s closest competitor. But its projected AI accelerator sales of more than $5 billion in 2024 are just a sliver of Nvidia’s expected $114 billion in data center revenue in its current fiscal year. Intel Corp., which is in the midst of a troubled turnaround, is even further behind as weaker than expected orders for AI accelerators have led to sales that the company said won’t reach its target of $500 million for 2024.Meanwhile, chipmakers Broadcom Inc. and Marvell Technology Inc. are gathering momentum in sales of custom-made semiconductors and networking components used in data centers. Broadcom forecast in December that the market for the AI components it designs will reach as much as $90 billion by fiscal 2027, sending its shares soaring and raising concerns that so-called ASIC chips could take share away from Nvidia.However, it’s unlikely that those custom chips will hurt Nvidia much given Blackwell’s significant technological advancement, according to Morgan Stanley analysts led by Joseph Moore.“Competing directly with Nvidia on cluster level specifications will likely remain a challenge,” they wrote in December.And then there are the chipmaker’s biggest customers, who are hustling to develop their own semiconductors to avoid Nvidia’s high prices. Amazon has begun shipping the second generation of Trainium, which it aims to string together in clusters of up to 100,000 chips. Alphabet’s Google began building an AI chip a decade ago, and the latest edition is expected to be widely available this year. Microsoft Corp. announced an accelerator called Maia and a central processing unit in late 2023.ValuationHow much investors will pay for Nvidia’s stock comes down to its growth outlook. With customers set to spend more on hardware and competition still playing catch up, that view looks bright at the moment. The shares are priced at 30 times profits projected over the next 12 months, below the average over the past decade of 34 times, according to data compiled by Bloomberg.Still, that valuation requires Nvidia’s profits to continue to boom at a time when growth is slowing and higher costs related to the development of Blackwell are expected to weigh on margins. Nvidia sales are projected to climb 112% in fiscal 2025, 53% in fiscal 2026 and 21% in fiscal 2027. Its gross margin is expected to dip as low as 73% in the current quarter, down from 75% in the previous period, Nvidia said in November. However, it anticipates margins rebounding when production ramps up.For a company that’s growing as fast as Nvidia, it all adds up to a fair price, according to Scott Yuschak, managing director of equity strategy at Truist Advisory Services.“There’s still plenty of growth left for Nvidia in 2025 and there’s still reason to be interested in the stock,” Yuschak said. “Still, that number depends on bigger and bigger spending. If there are any signs of a slowdown in AI spending, the price investors are willing to pay for Nvidia shares will fall.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":392882651627672,"gmtCreate":1736943081998,"gmtModify":1736946808362,"author":{"id":"4199691792154892","authorId":"4199691792154892","name":"ahmad hakiki","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199691792154892","authorIdStr":"4199691792154892"},"themes":[],"htmlText":"Hallo ","listText":"Hallo ","text":"Hallo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392882651627672","repostId":"2503619385","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392883730628776,"gmtCreate":1736943693343,"gmtModify":1736946809523,"author":{"id":"4199691792154892","authorId":"4199691792154892","name":"ahmad hakiki","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199691792154892","authorIdStr":"4199691792154892"},"themes":[],"htmlText":"Oi","listText":"Oi","text":"Oi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392883730628776","repostId":"2503500803","repostType":2,"repost":{"id":"2503500803","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1736906685,"share":"https://ttm.financial/m/news/2503500803?lang=&edition=fundamental","pubTime":"2025-01-15 10:04","market":"hk","language":"en","title":"This Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2503500803","media":"Dow Jones","summary":"Nvidia $(NVDA)$ was the most remarkable technology story of 2024 - both in terms of its products and impact on the stock market. The company's strategic advancements in data-center GPUs and networking","content":"<html><head></head><body><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> was the most remarkable technology story of 2024 - both in terms of its products and impact on the stock market. The company's strategic advancements in data-center GPUs and networking; its growth and ambitions in services; and its strength in automotive, robotics and other emerging industries have solidified Nvidia's market leadership.</p><p>It's hard to imagine any of Nvidia's rivals being able to replicate the company's magic 2024. In the third quarter of 2024, Nvidia reported revenue of $35.1 billion, marking a 94% increase from the same period in 2023. This growth was largely driven by the data-center segment, which achieved a record revenue of $30.8 billion - a 112% year-over-year increase - fueled by growing demand for AI and data center GPUs and secondary solutions. Just 18 months earlier, Nvidia's entire quarterly revenue was less than $7.5 billion. To call Nvidia's rise meteoric would be an understatement.</p><h2 id=\"id_3795697666\">Nvidia goes for an encore</h2><p>Despite somewhat conservative first-quarter projections, Nvidia's data center GPU business is expected to see substantial growth in 2025. There is still a lot in the pipeline for the B200 Blackwell GPU, and even the previous generation Hopper GPUs, still being filled for tier-1 and tier-2 service providers. The Blackwell Ultra \"B300\" GPUs are rumored to feature drastically improved performance for key inference workloads, though with more power draw to get there, and a larger memory capacity to help with larger and more complex models. We'll likely see more changes around software advancements and precision capabilities that bring more \"effective\" performance increases than ever.</p><p>These significant performance and efficiency improvements will move hyperscalers to initiate another cycle of upgrades - all of them eager to stay out front in offering developers and enterprises the best performance and the latest AI models. Those same major cloud-service providers, including Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure, continue to highlight their use of Nvidia's latest chips as a key selling point.</p><p>Nvidia's software ecosystem remains robust, providing a competitive edge that doesn't seem to be fading. The company has mastered the art of creating marketing moments and leadership messaging opportunities with every software update and key milestone its engineers create.</p><h2 id=\"id_1016776577\">Expansion into services</h2><p>Nvidia is expanding its services to capture a larger share of AI infrastructure revenue through initiatives such as AI Foundry and Nvidia Infrastructure Management Services (NIMs). By partnering directly with enterprises, Nvidia aims to secure higher margins and potentially bypass traditional hyperscalers in addressing market needs.</p><p>Nvidia also is exploring growth opportunities beyond the traditional AI data center. The company is investing in automotive, robotics, the Omniverse and simulation projects such as Earth-2. These ventures are expected to open new revenue streams and drive innovation.</p><p>While the data center segment garners significant attention, Nvidia's GeForce line is a leader in the PC gaming market. With new GPUs expected to be unveiled soon, Nvidia is attempting to reinvigorate the gaming space with enhanced performance and features. The ongoing trend of increasing prices in the PC gaming sector suggests that Nvidia may continue to grow its margins in this area.</p><p>Nvidia also will likely enter the AI PC race, bringing an Arm Holdings-based chip <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> to the Windows PC segment, and competing with Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> and AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> for the growth of the Copilot+ PC. How might Nvidia become the surprise winner here? If it can differentiate with higher-performance options that include its top-tier graphics and integrated AI technology.</p><h2 id=\"id_3928013538\">Not without risk</h2><p>Nvidia faces several internal and external challenges that could disappoint investors if it misfires:</p><p>-- Commoditization of AI-software infrastructure: The adoption of general software tools supporting competing solutions, such as AMD's MI300X or Intel's Gaudi, could lead customers to consider alternatives, shifting the competitive landscape. It is often mentioned that the competitive \"moat\" that keeps Nvidia's advantage in the AI space is not so much its GPU hardware, but its CUDA and associated software tools and libraries. Normalization of that software ecosystem would make it easier for integrators to multisource or bounce between GPU vendors each generation.</p><p>-- Custom silicon by CSPs: Major cloud providers such as Alphabet's Google Cloud, Microsoft Azure and Amazon AMZN AWS have been developing custom AI accelerators and processors. Continued advancements in this area could limit the growth rate and adoption of future Nvidia AI GPUs if the vendors stick with the investment and plan. It is a huge financial risk for these vendors, so it won't surprise me if one or more pull back or shut down these plans over the next 24 months.</p><p>-- Market saturation: With an estimated 95% market share in the AI-chip industry, Nvidia would be hit by any stagnation or decline in AI-market growth. The same risk is applicable if Nvidia's customers don't see stronger utilization and revenue streams from AI implementations, regardless of capital investments. In contrast, competitors with smaller market shares could still experience growth in a stagnant or shrinking market, taking sales from Nvidia by offering better value or ready availability.</p><p>-- Competition with partners in vertical services: Nvidia's expansion into services that compete with cloud providers, such as DGX Cloud and GeForce Now, may strain relationships and affect future orders.</p><h2 id=\"id_475721916\">Valuation and growth</h2><p>Despite its high P/E ratio, Nvidia's stock is modestly valued compared to peers like AMD and Arm Holdings. Nvidia's diversified product portfolio and strategic investments will enable the company to sustain growth in 2025 and beyond even if there's a decline in AI-hardware investments. Nvidia Chief Executive Jensen Huang has earned the respect of the financial markets at this point and should get the benefit of the doubt on moving the company to whatever might be next.</p><p>Nvidia's impressive performance in 2024 sets a strong foundation for 2025. By leveraging its strengths in data center GPUs, networking, services, and emerging product categories, Nvidia can continue to carry the technology industry.</p><p>Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. He has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>This Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-15 10:04</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> was the most remarkable technology story of 2024 - both in terms of its products and impact on the stock market. The company's strategic advancements in data-center GPUs and networking; its growth and ambitions in services; and its strength in automotive, robotics and other emerging industries have solidified Nvidia's market leadership.</p><p>It's hard to imagine any of Nvidia's rivals being able to replicate the company's magic 2024. In the third quarter of 2024, Nvidia reported revenue of $35.1 billion, marking a 94% increase from the same period in 2023. This growth was largely driven by the data-center segment, which achieved a record revenue of $30.8 billion - a 112% year-over-year increase - fueled by growing demand for AI and data center GPUs and secondary solutions. Just 18 months earlier, Nvidia's entire quarterly revenue was less than $7.5 billion. To call Nvidia's rise meteoric would be an understatement.</p><h2 id=\"id_3795697666\">Nvidia goes for an encore</h2><p>Despite somewhat conservative first-quarter projections, Nvidia's data center GPU business is expected to see substantial growth in 2025. There is still a lot in the pipeline for the B200 Blackwell GPU, and even the previous generation Hopper GPUs, still being filled for tier-1 and tier-2 service providers. The Blackwell Ultra \"B300\" GPUs are rumored to feature drastically improved performance for key inference workloads, though with more power draw to get there, and a larger memory capacity to help with larger and more complex models. We'll likely see more changes around software advancements and precision capabilities that bring more \"effective\" performance increases than ever.</p><p>These significant performance and efficiency improvements will move hyperscalers to initiate another cycle of upgrades - all of them eager to stay out front in offering developers and enterprises the best performance and the latest AI models. Those same major cloud-service providers, including Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure, continue to highlight their use of Nvidia's latest chips as a key selling point.</p><p>Nvidia's software ecosystem remains robust, providing a competitive edge that doesn't seem to be fading. The company has mastered the art of creating marketing moments and leadership messaging opportunities with every software update and key milestone its engineers create.</p><h2 id=\"id_1016776577\">Expansion into services</h2><p>Nvidia is expanding its services to capture a larger share of AI infrastructure revenue through initiatives such as AI Foundry and Nvidia Infrastructure Management Services (NIMs). By partnering directly with enterprises, Nvidia aims to secure higher margins and potentially bypass traditional hyperscalers in addressing market needs.</p><p>Nvidia also is exploring growth opportunities beyond the traditional AI data center. The company is investing in automotive, robotics, the Omniverse and simulation projects such as Earth-2. These ventures are expected to open new revenue streams and drive innovation.</p><p>While the data center segment garners significant attention, Nvidia's GeForce line is a leader in the PC gaming market. With new GPUs expected to be unveiled soon, Nvidia is attempting to reinvigorate the gaming space with enhanced performance and features. The ongoing trend of increasing prices in the PC gaming sector suggests that Nvidia may continue to grow its margins in this area.</p><p>Nvidia also will likely enter the AI PC race, bringing an Arm Holdings-based chip <a href=\"https://laohu8.com/S/ARM\">$(ARM)$</a> to the Windows PC segment, and competing with Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> and AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> for the growth of the Copilot+ PC. How might Nvidia become the surprise winner here? If it can differentiate with higher-performance options that include its top-tier graphics and integrated AI technology.</p><h2 id=\"id_3928013538\">Not without risk</h2><p>Nvidia faces several internal and external challenges that could disappoint investors if it misfires:</p><p>-- Commoditization of AI-software infrastructure: The adoption of general software tools supporting competing solutions, such as AMD's MI300X or Intel's Gaudi, could lead customers to consider alternatives, shifting the competitive landscape. It is often mentioned that the competitive \"moat\" that keeps Nvidia's advantage in the AI space is not so much its GPU hardware, but its CUDA and associated software tools and libraries. Normalization of that software ecosystem would make it easier for integrators to multisource or bounce between GPU vendors each generation.</p><p>-- Custom silicon by CSPs: Major cloud providers such as Alphabet's Google Cloud, Microsoft Azure and Amazon AMZN AWS have been developing custom AI accelerators and processors. Continued advancements in this area could limit the growth rate and adoption of future Nvidia AI GPUs if the vendors stick with the investment and plan. It is a huge financial risk for these vendors, so it won't surprise me if one or more pull back or shut down these plans over the next 24 months.</p><p>-- Market saturation: With an estimated 95% market share in the AI-chip industry, Nvidia would be hit by any stagnation or decline in AI-market growth. The same risk is applicable if Nvidia's customers don't see stronger utilization and revenue streams from AI implementations, regardless of capital investments. In contrast, competitors with smaller market shares could still experience growth in a stagnant or shrinking market, taking sales from Nvidia by offering better value or ready availability.</p><p>-- Competition with partners in vertical services: Nvidia's expansion into services that compete with cloud providers, such as DGX Cloud and GeForce Now, may strain relationships and affect future orders.</p><h2 id=\"id_475721916\">Valuation and growth</h2><p>Despite its high P/E ratio, Nvidia's stock is modestly valued compared to peers like AMD and Arm Holdings. Nvidia's diversified product portfolio and strategic investments will enable the company to sustain growth in 2025 and beyond even if there's a decline in AI-hardware investments. Nvidia Chief Executive Jensen Huang has earned the respect of the financial markets at this point and should get the benefit of the doubt on moving the company to whatever might be next.</p><p>Nvidia's impressive performance in 2024 sets a strong foundation for 2025. By leveraging its strengths in data center GPUs, networking, services, and emerging product categories, Nvidia can continue to carry the technology industry.</p><p>Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. He has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4077":"互动媒体与服务","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","NVDA":"英伟达","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503500803","content_text":"Nvidia $(NVDA)$ was the most remarkable technology story of 2024 - both in terms of its products and impact on the stock market. The company's strategic advancements in data-center GPUs and networking; its growth and ambitions in services; and its strength in automotive, robotics and other emerging industries have solidified Nvidia's market leadership.It's hard to imagine any of Nvidia's rivals being able to replicate the company's magic 2024. In the third quarter of 2024, Nvidia reported revenue of $35.1 billion, marking a 94% increase from the same period in 2023. This growth was largely driven by the data-center segment, which achieved a record revenue of $30.8 billion - a 112% year-over-year increase - fueled by growing demand for AI and data center GPUs and secondary solutions. Just 18 months earlier, Nvidia's entire quarterly revenue was less than $7.5 billion. To call Nvidia's rise meteoric would be an understatement.Nvidia goes for an encoreDespite somewhat conservative first-quarter projections, Nvidia's data center GPU business is expected to see substantial growth in 2025. There is still a lot in the pipeline for the B200 Blackwell GPU, and even the previous generation Hopper GPUs, still being filled for tier-1 and tier-2 service providers. The Blackwell Ultra \"B300\" GPUs are rumored to feature drastically improved performance for key inference workloads, though with more power draw to get there, and a larger memory capacity to help with larger and more complex models. We'll likely see more changes around software advancements and precision capabilities that bring more \"effective\" performance increases than ever.These significant performance and efficiency improvements will move hyperscalers to initiate another cycle of upgrades - all of them eager to stay out front in offering developers and enterprises the best performance and the latest AI models. Those same major cloud-service providers, including Microsoft $(MSFT)$ Azure, continue to highlight their use of Nvidia's latest chips as a key selling point.Nvidia's software ecosystem remains robust, providing a competitive edge that doesn't seem to be fading. The company has mastered the art of creating marketing moments and leadership messaging opportunities with every software update and key milestone its engineers create.Expansion into servicesNvidia is expanding its services to capture a larger share of AI infrastructure revenue through initiatives such as AI Foundry and Nvidia Infrastructure Management Services (NIMs). By partnering directly with enterprises, Nvidia aims to secure higher margins and potentially bypass traditional hyperscalers in addressing market needs.Nvidia also is exploring growth opportunities beyond the traditional AI data center. The company is investing in automotive, robotics, the Omniverse and simulation projects such as Earth-2. These ventures are expected to open new revenue streams and drive innovation.While the data center segment garners significant attention, Nvidia's GeForce line is a leader in the PC gaming market. With new GPUs expected to be unveiled soon, Nvidia is attempting to reinvigorate the gaming space with enhanced performance and features. The ongoing trend of increasing prices in the PC gaming sector suggests that Nvidia may continue to grow its margins in this area.Nvidia also will likely enter the AI PC race, bringing an Arm Holdings-based chip $(ARM)$ to the Windows PC segment, and competing with Intel $(INTC)$, Qualcomm $(QCOM)$ and AMD $(AMD)$ for the growth of the Copilot+ PC. How might Nvidia become the surprise winner here? If it can differentiate with higher-performance options that include its top-tier graphics and integrated AI technology.Not without riskNvidia faces several internal and external challenges that could disappoint investors if it misfires:-- Commoditization of AI-software infrastructure: The adoption of general software tools supporting competing solutions, such as AMD's MI300X or Intel's Gaudi, could lead customers to consider alternatives, shifting the competitive landscape. It is often mentioned that the competitive \"moat\" that keeps Nvidia's advantage in the AI space is not so much its GPU hardware, but its CUDA and associated software tools and libraries. Normalization of that software ecosystem would make it easier for integrators to multisource or bounce between GPU vendors each generation.-- Custom silicon by CSPs: Major cloud providers such as Alphabet's Google Cloud, Microsoft Azure and Amazon AMZN AWS have been developing custom AI accelerators and processors. Continued advancements in this area could limit the growth rate and adoption of future Nvidia AI GPUs if the vendors stick with the investment and plan. It is a huge financial risk for these vendors, so it won't surprise me if one or more pull back or shut down these plans over the next 24 months.-- Market saturation: With an estimated 95% market share in the AI-chip industry, Nvidia would be hit by any stagnation or decline in AI-market growth. The same risk is applicable if Nvidia's customers don't see stronger utilization and revenue streams from AI implementations, regardless of capital investments. In contrast, competitors with smaller market shares could still experience growth in a stagnant or shrinking market, taking sales from Nvidia by offering better value or ready availability.-- Competition with partners in vertical services: Nvidia's expansion into services that compete with cloud providers, such as DGX Cloud and GeForce Now, may strain relationships and affect future orders.Valuation and growthDespite its high P/E ratio, Nvidia's stock is modestly valued compared to peers like AMD and Arm Holdings. Nvidia's diversified product portfolio and strategic investments will enable the company to sustain growth in 2025 and beyond even if there's a decline in AI-hardware investments. Nvidia Chief Executive Jensen Huang has earned the respect of the financial markets at this point and should get the benefit of the doubt on moving the company to whatever might be next.Nvidia's impressive performance in 2024 sets a strong foundation for 2025. By leveraging its strengths in data center GPUs, networking, services, and emerging product categories, Nvidia can continue to carry the technology industry.Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. He has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392881411596456,"gmtCreate":1736943127173,"gmtModify":1736946809334,"author":{"id":"4199691792154892","authorId":"4199691792154892","name":"ahmad hakiki","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199691792154892","authorIdStr":"4199691792154892"},"themes":[],"htmlText":"Hallo i iki you my name is","listText":"Hallo i iki you my name is","text":"Hallo i iki you my name is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392881411596456","repostId":"2503399501","repostType":2,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
