NVDA & AI: Investor Discussion

NVIDIA Corp

TMT, Software


Presented:07/09/2024
Price:$131.38
Cap:$3,231.95B
Current Price:$131.60
Cap:$3,228.15B

Presented

Date07/09/2024
Price$131.38
Market Cap$3,231.95B
Ent Value$2,163.52B
P/E Ratio76.85x
Book Value$2.00
Div Yield0.02%
Shares O/S24,600.00M
Ave Daily Vol415,251,441
Short Int1.28%

Current

Price$131.60
Market Cap$3,228.15B
NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

On July 9th, 2024, DeMatteo Research hosted a discussion on Nvidia (NVDA) and the artificial intelligence (AI) market with six investors. The group shared overarching thoughts on AI and the demand for NVDA’s product use cases, hyperscaler CapEx, and the general viability of AI technology as well as debating reasons for/against the adoption of AI tools, the continued ramp in CapEx spending by hyperscalers and the general viability of AI. 

Publicly traded companies mentioned herein: Arista Networks Inc (ANET),k

AI Overview, Architecture & Risks

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Idea Discussion

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