$NVIDIA (NVDA.US)$ There are pessimistic opinions because th...
$NVIDIA (NVDA.US)$ There are various pessimistic views due to the unfavorable stock price reaction after the earnings, but perhaps worrying too much about daily stock prices. It may sound optimistic, but the analyst's target stock prices are all significantly higher than the current stock prices. Although I do not believe in the analyst's target stock prices, in reality, NVDA's earnings consistently exceed the analysts' consensus. I think that because analysts come up with high financial estimates during earnings announcements, if there are no surprises in the earnings reports from Q1 to Q3 recently, it is safe to assume that it will move towards the analyst's target stock prices. Especially for those with less experience in the stock market, it may be easier to hold shares with such thoughts.
At the GTC held in March, it demonstrated seemingly infinite possibilities.
At NVIDIA's GTC 2024, innovative use cases of AI were presented across a wide range of industries. Below is a summary of particularly notable areas.
1. Health care
NVIDIA has announced more than 24 new microservices, emphasizing their applications in medical image processing, natural language processing, and digital biology. This enables precise diagnostics, genome analysis, and drug development simulations in hospitals and research institutions.
Automobiles
A platform that has attracted attention as the foundation of self-driving technology is the "DRIVE Thor" platform. Companies such as WeRide and Waabi are utilizing this technology to achieve level 4 autonomous truck technology and onboard intelligent AI assistants. Additionally, AI generation technology is expected to significantly change the in-car experience.
Communications
A new platform called "6G Research Cloud" has been announced. It enables simulation of next-generation communication networks utilizing AI and digital twin, accelerating the development of 6G technology.
Climate Models
The "Earth Climate Digital Twin" platform has been announced for climate change and weather forecasting. Through high-resolution interactive simulations, it assists researchers in creating more accurate prediction models.
Semiconductor Manufacturing
The cuLitho computational lithography platform was introduced through collaboration with TSMC, accelerating semiconductor design and manufacturing by 40 to 60 times and improving efficiency and precision.
6. Applications of Omniverse
NVIDIA's Omniverse platform has been gaining attention as a tool that connects the physical world and virtual world. It is particularly used for building digital twins of robots and simulating real environments.
These technological innovations demonstrate the potential for AI to address complex challenges and improve the efficiency of entire industries.
It's amazing potential, isn't it? "Good things come to those who wait."
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