Nvidia's phenomenal growth in AI demand expansion is set to lead to further leaps in stock prices.

November 25, 2024 (excerpt)

In Nvidia's third quarter earnings report, it was once again confirmed that the datacenter business is the core of the company's revenue. The revenue of this segment reached $30.8 billion, a 112% increase year-on-year, driven by strong demand centered around the Hopper GPU. In particular, the Hopper GPU computing platform, including the H200 Hopper chip, is streamlining the learning and inference of AI models, accelerating the construction of enterprise AI infrastructures. Additionally, 13,000 chip samples of the next-generation GPU architecture 'Blackwell' have been shipped, solidifying the foundation for future market expansion.
Behind this growth is not only demand from cloud providers but also the expansion of demand in emerging areas such as enterprise AI and industrial AI. In particular, Nvidia's NIM (Accelerated Inference Microservices) has been adopted by thousands of companies, supporting the operation of large language models (LLMs)... Furthermore, in the industrial sector, AI technologies for robotics and manufacturing are seeing increasing demand. These developments indicate Nvidia's position as a wide-ranging AI platform provider beyond just a GPU manufacturer.

The key to this success lies in technical expertise and market adaptability. Products like Hopper and Blackwell outperform other competitors in terms of performance and demonstrate overwhelming competitiveness in the market. Furthermore, by strengthening responses to enterprise customers, the company is taking a step forward from the traditional cloud-centric model to meet a wide range of market needs.

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