Some market analysts believe that the fluctuation in Nvidia's stock price may be short-lived
Some market analysts believe that the fluctuation in Nvidia's stock price may be short-lived. “The sharp rise in Nvidia's stock price... may make its short-term content vulnerable to profit spikes. However, any fluctuations are likely to be short-lived.” Bank of America Securities (BofA Securities) analyst Vivek Arya wrote in a research report.
Vivek Arya pointed out that the deployment of artificial intelligence hardware may be a cycle of 3 to 5 years, and now it is only entering its second year, while Nvidia will still launch the next generation of Blackwell chips, and the chip maker is increasingly making money from software. Vivek Arya maintains Nvidia's stock price target of $150.
Nvidia is expanding software revenue beyond GPUs (graphics processing units). In 2023, Nvidia launched the NVDIA DGX Cloud AI-as-a-Service platform. DGX Cloud includes cloud-based artificial intelligence infrastructure and software, etc., and is a cloud-based AI supercomputing service.
Additionally, Nvidia is also seeking customers other than the cloud computing giants. Wong In-hoon said bluntly at the Dubai World Government Summit in February this year that every country should establish its own “sovereign AI.” “Sovereign AI” refers to a country's ability to build AI using its own infrastructure, data, workforce, and commercial networks. Nvidia's “Sovereign AI” customers come from Singapore, Japan, France, Italy, India, etc. Nvidia revealed in May that “sovereign AI” is expected to bring the company nearly $10 billion in revenue this year, compared to 0 last year.
(This article is from First Finance)
Vivek Arya pointed out that the deployment of artificial intelligence hardware may be a cycle of 3 to 5 years, and now it is only entering its second year, while Nvidia will still launch the next generation of Blackwell chips, and the chip maker is increasingly making money from software. Vivek Arya maintains Nvidia's stock price target of $150.
Nvidia is expanding software revenue beyond GPUs (graphics processing units). In 2023, Nvidia launched the NVDIA DGX Cloud AI-as-a-Service platform. DGX Cloud includes cloud-based artificial intelligence infrastructure and software, etc., and is a cloud-based AI supercomputing service.
Additionally, Nvidia is also seeking customers other than the cloud computing giants. Wong In-hoon said bluntly at the Dubai World Government Summit in February this year that every country should establish its own “sovereign AI.” “Sovereign AI” refers to a country's ability to build AI using its own infrastructure, data, workforce, and commercial networks. Nvidia's “Sovereign AI” customers come from Singapore, Japan, France, Italy, India, etc. Nvidia revealed in May that “sovereign AI” is expected to bring the company nearly $10 billion in revenue this year, compared to 0 last year.
(This article is from First Finance)
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株を買うということは、狩猟で網を広げて、捕獲すべき動物を捕獲し、捕獲してはいけない動物を正面から逃がすようなものです。
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