Beth Kindig is the CEO and Lead Tech Analyst for the Tech Insider Network and has over ten years of experience as a professional in the tech industry. She is a regular speaker at tech conferences and on financial news programs such as: Fox Business, TDAmeritrade, CoinDesk, NPR, Bloomberg TV Asia, Motley Fool podcast, This Week in Startups and more discussing her stock analysis. She is known for making bold calls on tech stocks.Beth is the leader of the investing group Tech Insider Network, where she utilize ...

Nvidia Corp NVDA is rewriting the rules of AI infrastructure with its Blackwell GPUs, driving a major shift toward liquid cooling in data centers.With cooling challenges resolved, Nvidia is set to ramp up production of liquid-cooled GB200 server racks in Q1 2025, marking a pivotal moment for the AI server ecosystem.Liquid Cooling Challenges Resolved, Winners EmergeLiquid cooling, critical for managing heat in high-density AI servers, faced early setbacks with leakage issues. However, advancements in cold pl ...

Investment Rating - The report maintains a "Buy" rating for NVIDIA (NVDA.O) [1] Core Views - NVIDIA's Q3 FY2025 revenue reached $35.08 billion, a 94% YoY increase, with GAAP net income of $19.3 billion, up 109% YoY, and Non-GAAP net income of $20 billion, up 100% YoY [1] - Data center revenue grew 112% YoY to $30.8 billion, driven by strong demand for the Hopper computing platform, with cloud service providers contributing approximately 50% of data center revenue [2] - The Blackwell series, set to begin production in Q4, is expected to face supply shortages in FY2026, with a 2.2x performance improvement in LLM benchmarks [2] - Gaming and AI PC revenue grew 15% YoY to $3.3 billion, exceeding market expectations, with 20 new GeForce RTX and DLSS games launched [3] - Professional visualization revenue increased 17% YoY to $486 million, while automotive and robotics revenue grew 72% YoY and 30% QoQ to $450 million [3] - Q4 FY2025 revenue guidance is approximately $37.5 billion, representing a 69.7% YoY increase, with GAAP and Non-GAAP gross margins expected at 73% and 73.5%, respectively [3] Financial Projections - Revenue for FY2025-FY2027 is projected at $131.78 billion, $215.03 billion, and $266.35 billion, respectively, with Non-GAAP net income of $72.48 billion, $120.63 billion, and $151.07 billion [11] - The company's GAAP/Non-GAAP net income CAGR is expected to be 69.9% and 67.2% over the next three years, with P/E ratios of 48x, 29x, and 23x [11] - Data center revenue is forecasted to grow at a CAGR of 144% in FY2025, 70% in FY2026, and 25% in FY2027 [9] - Gaming revenue is expected to grow at a CAGR of 17% in FY2025 and 10% in FY2026 and FY2027 [9] - Automotive revenue is projected to grow at a CAGR of 26.5% in FY2025, 40% in FY2026, and 23.5% in FY2027 [9] Competitive Positioning - NVIDIA maintains a leading market position in AI GPUs, supported by its CUDA software ecosystem and continuous innovation [11] - The company's high-end GPU market share is expected to remain above 80% [8] - NVIDIA's Blackwell series is anticipated to drive significant growth in data center and AI-related markets [2] Industry Comparison - NVIDIA's valuation is favorable compared to peers, with a 2025E P/E of 47.97x, lower than the industry average of 42.27x [14] - Key competitors include AMD, Broadcom, and Intel, with NVIDIA's market cap significantly higher at $347.64 billion [14]

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

Nvidia (NVDA 2.15%) was the single best performing stock in the S&P 500 (^GSPC 0.56%) in 2023, and it ranks as the fourth-best performing member of the index year to date in 2024. Its share price has increased 845% during that period due to strong earnings growth driven by tremendous demand for its graphics processing units (GPUs).Nvidia is once again poised to generate market-beating returns for shareholders in 2025. The most obvious reason is its leadership in artificial intelligence (AI) accelerators, a ...

Nvidia (NVDA 2.15%) has entered the moment all Nvidia-watchers and investors have been waiting for: The tech giant is about to officially launch its Blackwell architecture and chip. Why is this so important? For a couple of reasons. First, Blackwell includes Nvidia's very latest innovations, demonstrating the company's technological strengths, and therefore potentially ensuring its leadership in the artificial intelligence (AI) market. And second, this platform could be transformative for customers' AI proj ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start December, consider joining Out Fox The Street .Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and d ...

This year, Nvidia (NVDA 2.15%) stock has been on fire, soaring more than 170% so far, and there have been plenty of good reasons for this top performance. The tech giant has proven its dominance in the artificial intelligence (AI) chip market, showing that the world's biggest AI customers are lining up to get their hands on its latest platform. Nvidia says demand for its upcoming Blackwell architecture and chip has surpassed supply, and that's set to continue.The company's successes have translated into mas ...

[Table_StockNameRptType] NVDIA（NVDA.O） 公司点评 Blackwell 产量改善， 有望成为 26 财年的主要驱动力 | --- | --- | --- | --- | |---------------------------------------------------------------------------------------|---------------|--------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AVGO, TSM either through stock ownership, options, or other derivatives. I wrote this a ...