Barron's Streetwise
Nvidia's Make-Or-Break Earnings Report
Feb 16, 2024
Explore the potential impact of Nvidia's earnings report on the stock market and the parallels between Nvidia and Apple. Delve into the CUDA programming language and high margin revenue. Discuss Nvidia's projected growth and earnings, and the importance of supply and demand balance for the company.
26:14
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Quick takeaways
- NVIDIA's success is attributed not only to its hardware, but also to its programming language CUDA and full-stack approach to tackling challenges, positioning itself as both a chip and software company.
- The upcoming earnings report for NVIDIA is highly anticipated, with analysts revising their estimates and the company's ability to meet or exceed expectations being crucial in maintaining its growth trajectory and satisfying investors.
Deep dives
NVIDIA's Parallels with Apple
NVIDIA is often compared to Apple due to similarities in company vision and market potential. The founder of NVIDIA, Jensen Wong, bet the company on accelerated computing in the 90s, anticipating the rise of AI. The market for AI acceleration has been growing steadily, with the potential for all servers to require acceleration in the future. Similar to Apple's growth with the iPhone, the market for NVIDIA's chips has turned out to be larger than expected.
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