Nvidia: Supply Growth Not Keeping Pace With Demand$NVIDIA Corp(NVDA)$
Recent developments in the technology sector suggest that the AI revolution is at an early innings of growth. NVIDIA dominates the market of AI chips and invests vast amounts in R&D to protect its technological edge. Despite a significant rally in stock price, NVIDIA is still attractively valued with a potential upside of 34%.
NVIDIA Corporation's data center segment continues to be the company's revenue driver, with revenue totaling $18.4 billion in Q4 2024. The company faces risks related to supply shortages, competition from big tech companies making their own chips, and new chips from competitors like AMD. Revenue from the Chinese market in the data center segment declined significantly, but the rest of the world's regions, especially the U.S., compensated for this decline.
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