Latest Articles
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Factors Driving Higher Margins For Nvidia
Nvidia’s (NASDAQ:NVDA) operating margin steadily increased from 13% in the October quarter of 2013 to 32% in the corresponding period of 2016. The primary factor underlying the strong improvement in Nvidia’s operating margin is the fa...
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What Is Driving The Surge In Nvidia’s Automotive Revenues?
Leading GPU manufacturer, Nvidia (NASDAQ:NVDA) reported its Q3’17 results on November 10th. In Q3, the company’s automotive revenues increased at 61% on a year-over-year basis to $127 million. The key reason driving this growth is ...
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Factors That Led To The Surge In Nvidia’s Gaming Revenues In Q3
Recently, Nvidia (NASDAQ:NVDA) reported its Q3’17 earnings. The company built on its growth momentum by posting revenues of $2 billion, translating to a 53% increase on a year-over-year basis. It was above the guidance and consensus as we...
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Nvidia’s Stock Soars On Strong Q3’17 Results
Leading GPU manufacturer, Nvidia (NASDAQ:NVDA) reported its Q3’17 results on November 10th. The company built on its growth momentum by posting revenues of $2 billion and gross margins of 59%, translating to a 53% and 280 basis points inc...
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Can We Expect Another Stellar Quarter From Nvidia?
Leading GPU manufacturer Nvidia (NASDAQ:NVDA) is set to report its Q3 2017 earnings on November 10th after the market close. (Fiscal years end witj Jamuary.) We believe that the expanding Pascal portfolio has likely helped the company in retai...
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Factors Driving Growth For Nvidia
Nvidia (NYSE:NVDA) designs and develops GPUs that are used to offload the burden of graphics processing from CPUs. In this way, the CPU and GPU work in tandem to improve the overall performance of the system. Due to strong adoption of GPUs, in t...
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Scenarios That Can Change Our Valuation For Nvidia
Nvidia (NYSE:NVDA) designs and develops GPUs that are used to offload the burden of graphics processing from CPUs. The GPU market is segmented into discrete and integrated GPUs. While the integrated GPU market is dominated by Intel and AMD, the ...
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Baidu, nVidia To Build Independent Self-Driving Car Platform
Chip-maker nVidia (NASDAQ:NVDA) and Chinese internet company Baidu (NASDAQ:BIDU) announced a strategic partnership to focus on building a computing platform for self driving cars. According to research by Boston Consulting Group, the autonomous ...
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Self-Driving Cars Part 3: Key Challenges, Players, State of the Market Right Now
As mentioned in the first part of this three-part series on self-driving cars (see the links below), the two distinct models for ownership of autonomous vehicles comprise: 1) self-driving cars that are be owned by large companies and operated l...
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Self-Driving Cars: The Building Blocks of Transportation-as-a-Service
The auto market has been experiencing rapid technological change over the last few years. The shift from internal combustion (IC) engine cars to electric cars has already changed the process of how a car is built, who builds the car and who suppl...
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What Led To The Surge In Nvidia’s Data Center Revenues In Q2’16?
Nvidia ‘s (NASDAQ:NVDA) data center revenue stood at $151 million in Q2’16, which translates to a little over 10% of its overall revenues in the quarter. The company’s data center business, which it started reporting as a separ...
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Nvidia Reports Another Stellar Quarter Driven By The Launch Of Pascal & Enhanced Interest In Deep Learning
Leading GPU manufacturer Nvidia (NASDAQ:NVDA) reported its Q2 2017 earnings on August 11th. The company built on its growth momentum by posting revenues of $1.43 billion, an increase of 24% over the prior year and 9% quarter to quarter. It was ...
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Nvidia’s Q2’17 Earnings To Be Driven By The Strong Pascal Demand
Graphics processor manufacturer Nvidia (NASDAQ:NVDA) is set to release its Q2 2017 earnings on August 11th. (Fiscal years wnd with January.) Nvidia started its fiscal 2017 on a strong note, with Q1 revenue and earnings per share (EPS) beating ...
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Factors That Can Drive Growth For Nvidia’s Tegra Products Business Going Forward
Nvidia’s (NASDAQ:NVDA) revenues from Tegra processors business constituted only 11% of its total revenues in 2015, declining by around 3% year over year. This decrease was driven by a decline in the sales of Tegra products for OEM smartpho...
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What Led To The Surge In Nvidia’s Stock Price This Year; Why We Believe The Market Over-Reacted
Graphics processor manufacturer Nvidia (NASDAQ:NVDA) has seen a 60% increase in its stock price year to date. While we believe in Nvidia’s strong growth potential, we feel that the surge in the stock price in the last six months might be ...
