Nvidia Corp. faced challenges in 2023 due to trade tensions with China and uncertainties affecting its stock. Despite a tough start, Nvidia shares rebounded to all-time highs as tariffs eased and macroeconomic conditions improved. Key drivers for Nvidia's future performance include its dominance in the AI infrastructure market, significant growth in data center revenue, and the ability to maintain strong profit margins amidst competition. The company's leadership is critical as it navigates the evolving landscape of AI and data processing.
Nvidia controls an estimated 80% of the AI accelerator market through its H100/H200 GPUs and CUDA software ecosystem, presenting a significant competitive advantage.
Nvidia's data center revenue surged from $4.3 billion in Q1 2023 to over $35.6 billion in Q4 2024, reflecting strong growth and market demand.
Collection
[
|
...
]