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Nvidia (NVDA) Deep Dive

December 4, 2023

Over the past five years, Nvidia's stock has soared by an astonishing 1250% as the company leads a technological revolution.

But what does this actually mean, in layman’s terms?

We’re breaking it down and using LikeFolio insights to highlight why NVDA is a company on fire. And why it likely has room to grow.

Empowering the AI Revolution

At the heart of Nvidia's success lies its transformation from a gaming-focused GPU manufacturer to a key driver of the AI revolution. Nvidia's GPUs have evolved to become the brains behind AI, processing vast amounts of data at incredible speeds.

This capability is crucial for "inferencing" – where AI models, trained on large datasets, make real-time decisions based on new data. For example, Nvidia's GPUs enable self-driving cars to interpret complex traffic data and virtual assistants to process human speech with remarkable accuracy.

The company's latest H200 AI GPUs represent a significant leap in AI processing power, promising nearly double the output speed of their predecessors. These GPUs are not just chips; they're the engines powering AI models like OpenAI's ChatGPT, transforming industries from healthcare to finance with their advanced capabilities.

Tech so Good it’s Prompting Government Intervention

Nvidia's technological advancements have implications beyond the tech industry, drawing the attention of governments worldwide. The U.S. government's decision to restrict the export of Nvidia's advanced AI chips to strategic rivals like China underscores the chips' immense power and potential. This intervention highlights the geopolitical significance of Nvidia's technology, marking it as a key asset in the global tech landscape and a matter of national security.

Competitors Agree

Nvidia sentiment is 70% positive and up +5% YoY – a testament to the quality of its products.

About a week ago Nvidia announced it is expanding its partnership with AWS, which now includes offering Nvidia's latest H200 AI graphics processing units. The demand for Nvidia's GPUs has increased, especially following the adoption of AI technologies like OpenAI's ChatGPT. Nvidia's new H200 GPUs, an upgrade from the H100, promise nearly double the output speed, indicating significant technological progress in AI chip capabilities. To showcase how good these chips are, even Amazon competitor Microsoft said the Azure cloud will have Nvidia H200 GPUs.

Setting the Industry Standard

Nvidia's dominance in the tech market is evident in LikeFolio’s consumer mindshare metrics.

The company commands a significant portion of web traffic in the tech sector, outpacing competitors like Intel and AMD, with 55% of web visits and double-digit YoY growth.

Its HGX platform with InfiniBand has become the benchmark for AI supercomputers and data center infrastructures, powering major AI applications across various industries.

Financially, Nvidia's performance is as impressive as its technological achievements. Despite export restrictions, the company's revenue has surged, driven by robust growth in its data center segment. This growth, outstripping its gaming revenue, underscores Nvidia's strategic pivot towards AI and cloud computing, sectors that are reshaping the tech landscape.

Conclusion: Nvidia’s Technological Prowess

Nvidia's journey over the past five years is more than just a success story; it's a narrative of a company that has become synonymous with the AI revolution.

Its GPUs, once the heart of gaming rigs, are now empowering AI to make decisions that shape our world in real-time.

The company's growth, spurred by its technological innovations, has not only delivered impressive financial returns but also positioned it as a key player in a rapidly evolving global tech landscape.

With products so advanced that they prompt government intervention and a market presence that sets industry standards, Nvidia stands as a beacon of technological prowess, driving the future of AI and computing.

As we look ahead, betting against Nvidia seems…foolish, especially on a long-term timeline.

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