TSLA
Tesla
-- 421.060 NVDA
NVIDIA
-- 134.700 PLTR
Palantir
-- 80.550 RGTI
Rigetti Computing
-- 9.3700 AMD
Advanced Micro Devices
-- 119.210 
NVIDIA's product roadmap
NVIDIA's product roadmap will bring stronger pricing power and TAM. NVIDIA needs to complete the transition from the old generation AI GPU (such as H100) to the upcoming B100 in 2024, which is expected to happen in the third or fourth quarter of 2024. The GB200 AI platform will combine Grace Hopper CPU and B200 AI GPU, and is expected to be launched in 2024, with DNU lifting starting in 2025.
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Specializes in the technology industry, Equity research analyst. Thank you for following!
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Golden Cross Duck : So is this the next 3 trillion company?
NoahK Golden Cross Duck : And bigger, Yes. Think about this - every industry need nVidia and nVidia continues to deliver.