Latest Articles
-
Data Center And Tegra Processor Revenue Growth To Drive Nvidia’s Q4 Results
Leading GPU maker, Nvidia (NYSE:NVDA) is set to report its Q4 2017 earnings on February 9th. In the previous quarter, the company posted revenue growth and margin growth of 53% and 280 basis points, respectively. Since then, Nvidia’s stock ...
-
Intel Gearing Up To Compete With Nvidia In The Coprocessor Segment Of The HPC Data Center Market
In our previous analysis, we discussed how Intel is competing with Nvidia in the data center coprocessor market. In this analysis, we specifically discuss details about the product offering of the two companies in this market that differentiates ...
-
Will Intel Be Able To Gain An Upper Hand Over Nvidia In The Data Center Coprocessor Market?
Though Intel (NASDAQ:INTC) is the leader in data centers microprocessor market, with more than 90% market share, it has more recently lagged in the market for coprocessors, where Nvidia (NYSE:NVDA) has generated momentum. Whereas Intel is dom...
-
Here Is Why We’re Revising Our Price Estimate For Nvidia By 40%
Nvidia (NYSE:NVDA) has seen a more than 150% increase in its stock price year to date. We recently increased our price estimate for the company by approximately 40%, to $61. The revision in our price estimate for Nvidia is mainly because of the u...
-
What Could Be The Revenue Impact of Nintendo Switch For Nvidia?
Last month, Nvidia (NASDAQ:NVDA) announced that its Tegra processor will power Nintendo’s upcoming game console, the Switch. Landing this socket is a notable win. Moveover, taken with the strong momentum of the company’s DRIVE PX 2...
-
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...
-
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 ...
-
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...
-
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...
-
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...
-
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...
-
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 ...
-
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 ...
-
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...
-
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...
