NVDA
Nvidia wages chip war on two new fronts. But can it hold the line on all of them?
Article Summary
HOLD- Nvidia Corp. (NASDAQ: NVDA, XETRA: NVD) unveiled RTX Spark, a superchip combining a Blackwell GPU with a 20-core Arm-based Grace CPU, up to 128GB of unified memory, and 300GB/second of memory bandwidth, all packaged into a thin Windows laptop, with the full RTX and DLSS 4.5 graphics stack present from day one, with native anti-cheat support built in, addressing one of the thorniest obstacles for Arm.-based Windows gaming, while simultaneously opening a second, arguably more consequential front with its new 88-core Vera data centre CPU claims a 50% performance gain over standard processors fuelled by 1.5x improvement in instructions per cycle from custom Olympus cores, with rack-scale architecture squeezing 256 liquid-cooled chips into single unit.
- Analysts believe Nvidia could capture around two-thirds of the x86 server CPU market targeting $20 billion in CPU revenue, dwarfing Intel and AMD's individual data-centre CPU businesses, though Nvidia held just 6.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 70.7% | 25% | 100.0 ptsExceptional (70.7%) - Hypergrowth |
| EPS Growth Next 5Y ? | 44.1% | 25% | 100.0 ptsExceptional (44.1%) - Very high expectations |
| Target Price Upside ? | 43.7% | 20% | 95.0 ptsHuge Upside (43.7%) - Target: $308.51 vs Current: $214.70 |
| Gross Margin % ? | 74.2% | 15% | 100.0 ptsExceptional (74.2%) - Strong pricing power |
| Drawdown from 52-Wk High ? | -9.2% | 15% | 20.0 ptsBarely a Dip (-9.2%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About NVDA
- NVIDIA Corporation operates as a data center scale AI infrastructure company.
- The company operates through two segments, Compute & Networking, and Graphics segments.
- The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software.
- The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics.
- The company's products are used in gaming, professional visualization, data center, and automotive markets.
- The company sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants worldwide.
- It has a collaboration with Tech Mahindra Limited to develop artificial intelligence powered telco network operations reasoning agent.
- The company has a strategic partnership with Lumentum Holdings Inc. to develop optics technologies for AI and data centers.
- It also has a strategic partnership with Nebius Group N.V. to develop and deploy hyperscale cloud for the artificial intelligence market; and has a strategic partnership with IREN Limited to accelerate deployment of up to 5 gigawatts of infrastructure.
- NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.