NVIDIA NasdaqGS:NVDA 주식 보고서

Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.

Key Takeaways Blackwell architecture and AI model scaling focus position NVIDIA for growth in data center and AI workloads, enhancing revenue and margin potential. Expansion into autonomous vehicles and new GPU products indicates future revenue streams and market share growth across gaming and automotive sectors.

When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock

Summary I believe Nvidia is positioned to sustain robust growth over the next three years, driven by its dominance in artificial intelligence (AI) and data-center semiconductors. However, as an individual analyst, I am mindful of valuation and risk factors.