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Is Nvidia really worth as much as Google and Amazon? 💡 Nvidia ($NVDA) recently reached an astounding market cap of $1.7 trillion, putting it in the same league as Amazon and Google in terms of valuation. This raises questions: how can a company like Nvidia, which just a year ago was still valued in the billions, now compete with the mega-caps valued in the trillions? In terms of net income, Nvidia secures its position alongside Amazon with comparable earnings of $9.24 billion (as of Q4 2023). However, there are several factors we must consider before concluding that both companies are valued equally: 1. Meta and Microsoft account for 28% of Nvidia's revenue, making Nvidia's earnings highly dependent on them. 2. The surge in purchases of Nvidia's hardware is driven by the need to train numerous new and advanced AI algorithms as quickly as possible. What happens after this initial phase of mass AI training concludes? When we transition to the 'Maintenance' phase, and the demand for a vast number of processors and graphics cards diminishes? To conclude: Nvidia is an exceptional company at the forefront of the AI revolution, offering the best products on the market. There's no question about it. It's likely that their revenues will continue to grow. However, the question remains: is it possible that analysts, who consistently raise their price targets, might be overvaluing Nvidia? Perhaps a more cautious approach is warranted. While Nvidia is growing rapidly and has a fantastic product, it is not yet on the same level as Amazon. Check the original post by Ofir Kruvi at https://lnkd.in/dqm6WJJ9 #nvda #nvidia #stockmarket #investing #amazon #amzn #AI

Incredible success of NVIDIA June 18, Nvidia jumped to become the world’s most valuable public company with a $3.34 trillion market cap overtaking Microsoft thanks to its ascent powered by the boom in generative artificial intelligence and surging demand for the company’s chips. Nvidia's rise being one of the fastest in market history, it will be interesting to see whether this is a temporary or ongoing mega trend~ https://lnkd.in/dYV8eSE3

The past year has been a doozy for Nvidia. The stock is up almost 200% year-over-year. And this week, Nvidia stock is approaching its all time high and breathing down Apple’s AAPL neck to take the “world’s most valuable company” title. Today, Nvidia is perched at number two with a market cap of $3.41 trillion, while Apple’s market cap is $3.52 trillion. On 5 Aug, when all hell was breaking loose, due to the unwinding of the Yen carry trade, we bought Nvidia for our Partners at $91 per share Our Partners have reaped great rewards from us through our Proprietary Algorithm. In Jan 2020, based on a split adjusted basis, we bought Nvidia for our Partners at only $14 per share Companies including Microsoft, Meta, Google and Amazon are purchasing Nvidia’s graphics processing units in massive quantities to build large clusters of computers for AI. Nvidia is now worth more than $3.4 trillion. Of the billions of dollars the top tech companies are spending annually on their AI buildouts, an outsized amount is going to Nvidia, which controls about 95% of the market for AI training and inference chips, according to analysts at Mizuho. Nvidia’s revenue has more than doubled in each of the past five quarters, and at least tripled in three of those periods. Growth is expected to modestly slow the rest of the year, with analysts projecting expansion of about 82% to $32.9 billion in the quarter ending in October, according to LSEG. Nvidia recently said demand for its next-generation AI GPU called Blackwell is “insane” and it expects billions of dollars in revenue from the new product in the fourth quarter. With a market cap of $3.4 trillion, Nvidia is the second-most valuable publicly traded U.S. company, behind Apple at about $3.55 trillion. Contact Us: bit.ly/AlgoTrader Website: alphabinwanicapital.com Free Newsletter: bit.ly/AlgoNewsletter #Thematic #AI #MoneyMakesMoney #FutureProof

On Tuesday, NVIDIA leapfrogged two of tech’s most storied names to become the world’s most valuable public company, according to data from S&P Global. Its ascent has been powered by the boom in #generative #artificial #intelligence and surging demand for the company’s chips — known as graphics processing units, or GPUs — which have made it possible to create #AI systems. Nvidia’s rise is among the fastest in market history. Just two years ago, the company’s market valuation was a little over $400 billion. Now, in the span of a year, it has gone from $1 trillion to more than $3 trillion. On Tuesday, Nvidia’s share price rose 3.6 percent, lifting its value to $3.34 trillion. #Microsoft and #Apple both fell, ending the day trailing the Silicon Valley chip maker. Nvidia’s ascent is a testament to how much artificial intelligence has upended the world’s biggest companies. The rise of the powerful technology first elevated #Microsoft to the biggest market capitalization in January, dethroning #Apple, before pushing #Nvidia to take the crown. Last week, #Apple said it, too, was getting into the #AI game and will add the technology to its products, including the #iPhone, this fall. Years before other big chip companies, Nvidia’s chief executive, Jensen Huang, bet that GPUs would be essential to building artificial intelligence, and he tailored his company to accommodate what he believed would be tech’s next big boom. His big bet is paying off. By some measurements, #Nvidia controls more than 80 percent of the market for the chips used in #AI systems. #AI is indeed a game changer for many businesses particularly those in the tech space. https://lnkd.in/dArqpQ4P

Incredible success of NVIDIA June 18, Nvidia jumped to become the world’s most valuable public company with a $3.34 trillion market cap overtaking Microsoft thanks to its ascent powered by the boom in generative artificial intelligence and surging demand for the company’s chips. Nvidia's rise being one of the fastest in market history, it will be interesting to see whether this is a temporary or ongoing mega trend. https://lnkd.in/dYV8eSE3

Nvidia takes the lead⬆️ After surpassing Apple's market cap earlier this month to the 2nd largest company it takes the lead and surpasses Microsoft to become the world's largest company with the market cap of $3.335 trillion. Founded in 1993 by Jensen Huang, Chris Malachowsky and Curtis Priem, Nvidia aimed to bring 3D graphics to gaming and multimedia. Shifted it's focus to the GPU's which transformed computing, science and research. With current AI boom, Nvidia leads in AI computing focused on data center chips which has been used by tech giants like AWS, Google, OpenAI, Microsoft etc., Nvidia's stock has rocketed around 173% this year alone📈 in contrast to Microsoft's 19% rise. In today's benchmark Nvidia breaks the topspot the milestone achieved by Microsoft and Apple since Amazon in 2019, however as the ranking of the top companies has been fluctuating in recent days Nvidia takes the lead. #nvidia #ai #marketcapital

Nvidia passes Microsoft in market cap to become most valuable public company Nvidia, traditionally known for its graphics chips in the gaming community, has become the most valuable public company globally, with its market cap reaching $3.34 trillion, surpassing Microsoft and Apple. Nvidia shares have surged over 170% this year, driven by the rising demand for AI chips, particularly in data centers, where Nvidia holds about 80% market share. The company's data center revenue increased by 427% year-over-year in the latest quarter, contributing 86% of its total sales. Nvidia's technology is pivotal in the booming AI sector, which has significantly boosted its stock value and CEO Jensen Huang's net worth. Microsoft, benefiting from its investment in OpenAI and integration of AI into its products, remains a major Nvidia GPU customer. Despite Nvidia's rapid ascent, it has yet to be added to the Dow Jones Industrial Average, but a recent 10-for-1 stock split may improve its chances. https://lnkd.in/e6zZGGfa

Nvidia Surpasses Microsoft as World's Most Valuable Company 🌍💰 As of Tuesday, computer behemoth Microsoft (MSFT.O) has been displaced as the most valuable corporation in the world by Nvidia (NVDA.O). This change occurs at a time when Nvidia's top-tier chips are essential in the competition to dominate artificial intelligence. 🤖 With a 3.5% increase in share price to $135.58, the chipmaker's market value reached an astounding $3.335 trillion. Only a few days prior, Nvidia surpassed iPhone manufacturer Apple (AAPL.O) to take the second spot as the most valuable firm. 📈 - Reuters 🌐 Read more: https://lnkd.in/eDX3iiDn #Nvidia #Microsoft #TechNews #ArtificialIntelligence #ChipTechnology #StockMarket #TechIndustry #TechStocks #InvestmentNews #MetaForgeSecurity

NVIDIA passed Apple in market cap on Tuesday becoming, for a second time, the most valuable publicly traded company in the world. Nvidia rose nearly 3% to close with a market cap of $3.43 trillion, ahead of Apple at $3.4 trillion. Nvidia shares have almost tripled in 2024, as investors show continued confidence in the company’s ability to maintain a rapid growth rate from its graphics processing units, or GPUs, and a leadership position in the artificial intelligence market. Nvidia is the dominant supplier of GPUs, which are used to develop and deploy advanced AI software such as OpenAI’s ChatGPT. Its stock is now up more than 2,700% in the past five years, and revenue has more than doubled in each of the past five quarters, tripling in three of them. S&P Dow Jones announced last week that Nvidia will join the Dow Industrial Average on Friday, replacing longtime rival Intel, and joining Apple in the blue-chip index. #nvidia #apple #tech #ai #genai #news https://lnkd.in/g3s8QxV6

The latest financial figures from Nvidia are nothing short of remarkable. The company's ability to not only meet but exceed Wall Street predictions in Q4, especially with a sizeable leap in net income, speaks volumes about its market acumen and strategic positioning. The 409% revenue surge in data center sales underscores the growing importance of AI technologies and Nvidia's pivotal role in this space. It's impressive to see how they've navigated the export restrictions while still managing to maintain strong demand in the AI sector. The anticipation around the B100 chip launch suggests that Nvidia is not resting on its laurels and is poised to continue its innovation trajectory. Despite a slight dip in automotive sales, the overall growth in gaming revenue indicates a diverse and robust portfolio. It will be interesting to watch how Nvidia's projections for the current quarter pan out in this dynamic market. #Nvidia #EarningsReport #FinancialSuccess #TechGrowth #AIChips #DataCenterBoom #GamingIndustry #MarketLeadership #Innovation #BusinessStrategy #TechNews #ArtificialIntelligence #InvestmentInsights #FutureTech #ChipIndustry #FinancialAnalysis #TechTrends #CorporatePerformance #EconomicGrowth #TechnologyStocks #WallStreet #BusinessIntelligence #QuarterlyResults #FinancialHighlights #TechSector #StrategicGrowth