Previous Close | $159.34 |
AI Value | $94.74 |
Upside potential | -41% |
NVIDIA Corporation is a global leader in visual computing technologies and the inventor of the GPU, which has revolutionized parallel processing. The company operates in two primary segments: Graphics (gaming and professional visualization) and Compute & Networking (data center, AI, and autonomous machines). NVIDIA holds a dominant position in the GPU market, with an estimated 80% market share in discrete graphics cards, and is a key enabler of AI acceleration through its CUDA platform and data center GPUs like the A100 and H100. Its competitive advantages include proprietary architectures (e.g., Ampere, Hopper), a robust software ecosystem, and deep partnerships with hyperscalers and enterprises.
Pioneering AI chips (e.g., H100 Tensor Core GPU), Omniverse platform for 3D simulation, and CUDA software dominance. Over 3,000 patents granted.
NVIDIA is a high-conviction play on AI and accelerated computing, with unmatched technological leadership and pricing power. Near-term risks include cyclical demand and geopolitical tensions, but secular trends in AI, cloud, and edge computing support long-term growth. Valuation multiples (e.g., ~30x forward P/E) reflect high expectations, requiring consistent execution.
NVIDIA 10-K (FY2023), IDC GPU market share reports, Gartner AI forecasts.
Historical valuation data is not available at this time.