NVIDIA: Wer war dabei ?
Oppenheimer raised its price target for the stock to $600 and BMO raised it to $650.
Link said the analyst day on Monday was positive and management did a good job highlighting the opportunities in hardware and software. The differentiator at Nvidia is its software platform and platform's scale, thinks Link. She added that both of these things give it a competitive advantage and the Arm acquisition is only going to help strengthen it.
https://www.benzinga.com/trading-ideas/long-ideas/...ice-target-hikes
"Nvidia lanciert eine Cloud-Plattform namens Maxine für Videokonferenzbetreiber. Diese ermöglicht eine Vielzahl von KI-basierten Effekten - darunter ein einzigartiges Komprimierungssystem, das auf der Übertragung von Gesichtsmerkmalen basiert.Nvidia bringt eine Suite von Cloud-Tools zur Verbesserung der Qualität von Videoanrufen auf den Markt. Die sogenannte Nvidia Maxine Plattform richtet sich an Anbieter von Videokonferenzdiensten und nutzt Algorithmen, um verschiedene Effekte zu erzielen. Darunter etwa Korrekturen, eine super Auflösung, Rauschunterdrückung und Gesichtshintergrundbeleuchtung. Da die Effekte in der Cloud erzeugt werden, müssen Nutzer ihre Hardware nicht anpassen.So wird etwa nicht das gesamte Gesicht eines Videoanrufteilnehmers übertragen. Stattdessen analysiert der Algorithmus nur einzelne Schlüsselpunkte und rekonstruiert aufgrund dessen das Gesicht am anderen Ende der Leitung wieder. Es ist also eine Art Deep Fake – aber für einen guten Zweck. Nach Angaben des Unternehmens reduziert diese Komprimierungstechnologie den Bandbreitenbedarf um 90 Prozent...."
Man profitiert jetzt schon vom Gaming-Boom, Serverfarmen, Autoindustrie usw. Bitte weiter so!
https://news.cision.com/proact-it-group-ab/r/...-with-nvidia,c3214453
...Proact recently obtained Elite partner status within virtualisation with Nvidia, the global leader in AI supercomputing, becoming one of very few Nordic partners in this top partner category – and the only one with specialisation in Healthcare. This testifies to Proact’s expertise in Nvidia’s most powerful systems for AI applications, integrated with Proact cloud services and Flash-based storage – all delivered as packaged solutions including design, deployment and support services.
”We are extending our partnership with Nvidia with a clear vision for the future. With complementary services provided by Proact and our solid relations to other vendor partners, such as NetApp, Dell, VMware and Commvault, customers will recognise a market-leading offering for modern AI platforms and data management,” says Jonas Hasselberg..."
https://www.bnnbloomberg.ca/video/...ses-nvidia-and-microsoft~2055882
sprich, hier erwarte ich von amd ein neues gpu-design, welches zumindest die gaming-karten in arge bedrängnis bringen könnte... kann sein, dass nvidia durch nasda100 index mitgezogen würde, aber ggf. fängt das umschichten schon zeitnah an?
In the last quarter, automotive revenue was $111 million, accounting for 3% of the company’s revenue. In terms of autonomous driving, NVDA is moving up the value chain by offering a full end-to-end platform to automakers and recently struck up a partnership with Daimler that will make Nvidia the provider of self-driving software in Mercedes vehicles by 2024.
Its recent purchase of ARM Semiconductors will also increase its chances of success. ARMS has a partnership with Toyota Motors (™) and General Motors (GM) to create a common architecture that would standardize chips and systems in self-driving vehicles. It also created a new chip design to handle data coming from sensors used by cars...
NVDA is rated a Strong Buy by the POWR Ratings. It has an “A” for Trade Grade,
https://stocknews.com/news/...sers-from-tesla-and-googles-autonomous/
https://www.bnnbloomberg.ca/video/kim-bolton-discusses-nvidia~2060754
https://www.bnnbloomberg.ca/video/paul-harris-discusses-nvidia~2063138
https://youtu.be/BPYy6FQLiDQ
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Wertpapier: Nvidia |
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| Boardmail an "darote" |
Wertpapier: Nvidia |
Nvidia's (NVDA) - Get Report shares are still well above $500 and up more than 125% on the year -- gains that leave the GPU giant worth more than $330 billion.
Markets are clearly looking for Nvidia to once more comfortably beat analyst expectations when it reports on Wednesday afternoon. Currently, the consensus among analysts polled by FactSet is for Nvidia to post October quarter (fiscal third quarter) revenue of $4.41 billion (up 46% annually due to both strong organic growth and the Mellanox acquisition) and non-GAAP EPS of $2.58.
For the January quarter -- Nvidia usually provides quarterly sales guidance in its reports -- the revenue consensus stands at $4.4 billion (up 42%).
I’ll be live-blogging Nvidia’s earnings report, which is typically released 20 minutes after the market’s close, and an earnings call set for 5 P.M. Eastern Time. Here are some things for investors to watch.
1. Gaming Momentum
Desktop graphics cards, gaming notebooks and game consoles all continue flying off the shelves, and Nvidia’s Gaming segment is benefiting in a variety of ways. The consensus is for the segment’s revenue to be up 24% annually in the October quarter to $2.06 billion, and 31% in the January quarter to $1.96 billion..........
https://www.thestreet.com/investing/...ednesday-5-key-things-to-watch
Optionen
| Boardmail an "darote" |
Wertpapier: Nvidia |
https://www.onvista.de/news/...siert-anscheinend-niemanden!-412985159