NVIDIA

Enterprise Hardware Segment To Drive Sales As AI Takes Over

Bailey

Not Invested

Equity Analyst

Published

25 Jul 23

Updated

21 Oct 24

Views

1.8k

n/a

Bailey's Fair Value

n/a

31.5%

4.2%

31.5%

4.2%

You can edit this narrative until May 14 2:37 AM. Then, changes will post as Updates.

Author's Valuation

US$141.7429.6% overvalued

Bailey's Fair Value

Narrative

Updates1

Shared on 21 Oct 24

The Latest on Nvidia's NVLM 1.0 Nvidia has recently unveiled NVLM 1.0, a family of open-source multimodal large language models (MLLMs) designed to compete with leading proprietary systems like OpenAI's GPT-4 and open-source models such as Meta's Llama 3.1. The flagship model, NVLM-D-72B , boasts 72 billion parameters and demonstrates similar performance to both proprietary and open-source competitors across both vision and language tasks. For those of you who are a bit more technologically inclined, there are a few key features that make NVLM quite interesting: The model offers three architectural options - Decoder-only, Cross-attention, and Hybrid models - to optimize for different tasks, improving both training efficiency and multimodal reasoning.

Bailey'sFair Value

US$141.74

29.6% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

25.90%

Semiconductors revenue growth rate

1.03%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.47%

Calculation

US$85.18b

Earnings '29

60.00x

PE Ratio '29

US$5.11t

Market Cap '29

US$5.11t

Market Cap '29

23.70b

No. shares '29

US$215.68

Share Price '29

US$215.68 Share Price '29

Discounted to 2024 @ 7.89% p.a.

US$147.54

Fair Value '24