The Fourth Hidden Gem: NVIDIA's Partner Network
The NVIDIA $NVIDIA Corp(NVDA)$ Partner Network offers a diverse array of partner types, each playing a crucial role in delivering NVIDIA technologies to businesses and customers. From Cloud Service Providers to Global Systems Integrators and Independent Software Vendors, these partners form an intricate network that amplifies NVIDIA's reach and impact.
Competencies that Drive Differentiation: To thrive in a competitive landscape, NPN Partners participate in specialized competencies that set them apart in the marketplace. These competencies validate their knowledge and expertise in key advanced technologies, allowing them to cater to the specific needs of their customers and target markets effectively.
NVDA, NVIDIA, NVDA Stock, AI, AI Stock, GPU, Omniverse, Best Stocks, Top AI, Gaming Stocks, Scale, Hidden Gems, Growth
NVIDIA Partner Types (NVIDIA Website)
The competencies encompass a wide spectrum of NVIDIA's offerings, including Compute, DGX AI Compute Systems, Embedded Compute, Networking, AI, HPC, Omniverse, Virtual Desktops, and Visualization. By honing their skills in these areas, partners can better serve their clientele and deliver innovative solutions.
Partner Tiers: Registered, Preferred, and Elite: The NVIDIA Partner Network operates on a tiered structure, offering different levels of engagement and rewards. At the entry level, the Registered partner gains access to NVIDIA sales and technical training, as well as essential product, sales, and marketing tools. This foundation serves as a steppingstone for further growth within the network.
NVDA, NVIDIA, NVDA Stock, AI, AI Stock, GPU, Omniverse, Best Stocks, Top AI, Gaming Stocks, Scale, Hidden Gems, Growth
FS Joining NVIDIA Partner Network (FS Press Release)
The Preferred partner signifies a deeper commitment to the partnership, as these partners achieve training, revenue, and other goals that unlock special benefits and opportunities. Their dedication enables them to better understand and cater to their customers' unique requirements, driving mutual success.
At the pinnacle of partnership lies the Elite tier, reserved for those partners who exemplify the highest level of commitment to visual computing. These elite partners not only possess an unparalleled understanding of NVIDIA technologies but also demonstrate a steadfast dedication to their customers, delivering exceptional solutions and services.
Fueling Success Through Collaboration: The NVIDIA Network Partner Program exemplifies the power of collaboration, enabling partners to leverage NVIDIA's expertise while enhancing their own capabilities. This symbiotic relationship translates into exponential scale and stickiness for both NVIDIA and its partners.
By combining forces with partners across various industries and sectors, NVIDIA gains access to new markets and customers, driving innovation and expanding their reach. On the other hand, partners benefit from NVIDIA's cutting-edge technologies and resources, elevating their offerings and solidifying customer loyalty.
NVDA, NVIDIA, NVDA Stock, AI, AI Stock, GPU, Omniverse, Best Stocks, Top AI, Gaming Stocks, Scale, Hidden Gems, Growth
NVIDIA's Business Flywheel (NVIDIA Investor Presentation)
As technology continues to evolve, partnerships play an increasingly vital role in fueling growth and innovation. The NVIDIA Partner Network stands as a testament to the immense value of collaboration, fostering a thriving ecosystem that drives success in the face of ever-changing market dynamics. Through diverse partner types, specialized competencies, and multi-tiered engagement, the NPN empowers its partners to create a brighter, more connected future with the power of visual computing.
The Final Hidden Gem: Successful Acquisitions
NVIDIA has proven time and time again of completing successful acquisitions that have created growth opportunities but more importantly these all were puzzle pieces aligned to the CEO's vision of making NVDIA the first ever Compute as a Platform/AI Company. Some of the successful acquisitions NVIDIA has made over the years include Mellanox Technologies, 3dfx Interactive, MediaQ, and Hybrid Graphics.
NVDA, NVIDIA, NVDA Stock, AI, AI Stock, GPU, Omniverse, Best Stocks, Top AI, Gaming Stocks, Scale, Hidden Gems, Growth
Success of Mellanox Acquisition (NVIDIA Investor Presentation)
Now, NVIDIA potentially could be taking a large investing position in the ARM IPO coming soon, even after their failed acquisition attempt due to the denial from the European Union Commission. This illustrates the value that NVIDIA believes they can create with a closer relationship with ARM who owns a large market share position in Edge and IOT semiconductors.
I could go into more detail of this final hidden gem, but if you have made it this far in the article, you know it is getting too long, and your time is valuable. All you have to look at to see the proof in NVIDIA's success in innovation and acquisitions is their expanding revenue and margins in business segments such as Data Center, Visualization, and Automotive. These were not part of their business 10 years ago and I believe they will have more business segments driving revenue in the next 10 years, due to these five hidden gems.
NVDA, NVIDIA, NVDA Stock, AI, AI Stock, GPU, Omniverse, Best Stocks, Top AI, Gaming Stocks, Scale, Hidden Gems, Growth
NVIDIA's Market Opportunity (NVIDIA Investor Presentation)
Conclusion
NVIDIA has demonstrated through these five hidden gems, that it has been brilliant in creating scale to their business through partnering, investing, co-creating, and teaching their customers and partners their technologies to solve real-world problems. The statistics of successful scale NVIDIA shares via this quote on their Timeline portion of their website proves they have been scaling successfully for a long-time and should continue to do so.
NVDA, NVIDIA, NVDA Stock, AI, AI Stock, GPU, Omniverse, Best Stocks, Top AI, Gaming Stocks, Scale, Hidden Gems, Growth
NVIDIA's Accelerated Computing Platform (NVIDIA Investor Presentation)
For more than 30 years, scientists, researchers, developers, and creators have been using NVIDIA technology to do amazing things. More than 4 million developers now create thousands of applications for accelerated computing. More than 40,000 companies use NVIDIA AI technologies, with 15,000 global startups in NVIDIA Inception."
NVIDIA has also been consistent in executing Jensen Huang's vision of being the dominant compute platform advancing the world in AI, HPC, gaming, creative design, autonomous vehicles, and robotics. All of these areas of business are emerging markets in their own right and may have a long runway for growth for decades to come.
NVDA, NVIDIA, NVDA Stock, AI, AI Stock, GPU, Omniverse, Best Stocks, Top AI, Gaming Stocks, Scale, Hidden Gems, Growth
NVIDIA Market Platform Overview (NVIDIA Investor Presentation)
So hopefully this article was educational for you and you were able to take away something new you did not know about NVIDIA's business model and ability to scale. Now it is your turn to do the homework and see if you agree with my thesis and if it is the right investment for you, depending on your financial goals and time horizon.
Source: seeking alpha
Comments