Nipping At The Heels Of Nvidia

Summary:

  • Nvidia Corporation, developed a first-mover advantage in AI cloud computing that consists of reinforcing layers and is very much a moving target.
  • We don’t see any of the established big players like Microsoft or Google making much of a dent, most produce chips for use in their own cloud.
  • AMD should gain a single-digit share as Nvidia chips are in short supply and AMD chips offer solid performance.
  • Longer term, software trends towards more interoperability/portability and upstarts with ground-up approaches offering order of magnitude improvements could start to gain traction.

AWS re:Invent 2023

Noah Berger

Nvidia Corporation (NASDAQ:NVDA) is the 800-pound gorilla in the artificial intelligence (“AI”) training and inference market in the cloud. The company has been very forward-looking, leveraging its advantage in GPUs with network and software layers creating a first-mover advantage


Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


If you are interested in similarly small, high-growth potential stocks you could join us at our Full Service SHU Growth Portfolio, where we maintain a portfolio and a watchlist of similar stocks. Or you can choose the Basic Service which is a little more opportunistic and geared towards somewhat bigger stocks.

We add real-time buy and sell signals on these, as well as other trading opportunities that we provide in our active chat community. We look at companies with a defensible competitive advantage and the opportunity and/or business models that have the potential to generate considerable operational leverage.

Leave a Reply

Your email address will not be published. Required fields are marked *