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2023-12-12

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Nvidia Stock: Could AMD Surpass It in Gaming?

Nvidia is the semiconductor leader when it comes to AI and PC gaming. However, the chipmaker faces fierce competition from AMD.

Nvidia Stock: Could AMD Surpass It in Gaming?

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":251309018931416,"tweetId":"251309018931416","gmtCreate":1702391969979,"gmtModify":1702391974216,"author":{"id":4088159905985710,"authorId":4088159905985710,"authorIdStr":"4088159905985710","name":"Pinocchio123","avatar":"https://static.tigerbbs.com/14ad05699371200fd11cb34a596e25b0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>The we</p></body></html>","htmlText":"<html><head></head><body><p>The we</p></body></html>","text":"The we","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/251309018931416","repostId":2390239784,"repostType":2,"repost":{"id":"2390239784","pubTimestamp":1702378800,"share":"https://www.laohu8.com/m/news/2390239784?lang=&edition=full","pubTime":"2023-12-12 19:00","market":"us","language":"en","title":"Nvidia Stock: Could AMD Surpass It in Gaming?","url":"https://stock-news.laohu8.com/highlight/detail?id=2390239784","media":"The Street","summary":"Nvidia is the semiconductor leader when it comes to AI and PC gaming. However, the chipmaker faces fierce competition from AMD.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia&#39;s market cap has surged past $1.1 trillion, more than twice that of its closest competitor.</p></li><li><p>Nvidia serves the AI, HPC, and gaming markets, with gaming representing a $100 billion opportunity.</p></li><li><p>Nvidia&#39;s stronghold in PC gaming challenges AMD&#39;s console dominance, yet both coexist in a dynamic market.</p></li></ul><p>When it comes to market capitalization, <strong>Nvidia</strong> has solidified its position as the largest semiconductor company globally — by far. Its market cap has surged past $1.1 trillion, which is slightly more than double that of the second-place holder, <strong>TSMC</strong>. Nvidia&#39;s market cap is also roughly four times more than that of its primary rival, <strong>Advanced Micro Devices</strong>  (<strong>AMD</strong>).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb80687160d0cf53327c4a548c6eb396\" alt=\"companiesmarketcap.com\" title=\"companiesmarketcap.com\" tg-width=\"1200\" tg-height=\"562\"/><span>companiesmarketcap.com</span></p><p>Undoubtedly, Nvidia&#39;s leadership in the development of artificial intelligence (AI) and high-performance computing (HPC) led the company to reach this milestone.</p><p>However, AI and HPC aren&#39;t the only niches where Nvidia has a competitive edge. The company also dominates a portion of the gaming sector, although here it faces direct competition from AMD.</p><h2 id=\"nvidia-and-the-gaming-market\" style=\"text-align: start;\">Nvidia and the Gaming Market</h2><p style=\"text-align: start;\">As highlighted by a presentation by Nvidia, of the company&#39;s $1 trillion long-term market opportunity, gaming is the smallest portion but still represents $100 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c30c013e3ebc9a47d0aceedb63cc43c3\" alt=\"Nvidia\" title=\"Nvidia\" tg-width=\"1200\" tg-height=\"573\"/><span>Nvidia</span></p><p>In recent quarters, Nvidia&#39;s gaming segment has declined in relevance, compared to its other segments. In the fourth quarter of fiscal year 2022, gaming accounted for about 44% of the company&#39;s revenue. However, in the fourth quarter of Nvidia&#39;s fiscal 2024 (the most recent quarter), gaming made up only 15% of the company&#39;s net revenue. This is due largely to the substantial increase in revenue from data centers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbd79689b4da6e0104feed1b9b590141\" alt=\"Nvidia Quarterly Revenue Trend\" title=\"Nvidia Quarterly Revenue Trend\" tg-width=\"1200\" tg-height=\"553\"/><span>Nvidia Quarterly Revenue Trend</span></p><p style=\"text-align: start;\">These factors have certainly fueled Nvidia&#39;s remarkable stock performance and profitability. Some years ago, the landscape for substantial data center growth, driven by high demand in HPC and AI, was less defined. At that time, gaming and professional visualization held more strategic importance for the company compared to the present.</p><p style=\"text-align: start;\">When compared to its competitors, Nvidia stands out in this sector, particularly in the realm of PC gaming, where its graphics processing units (GPUs) set the benchmark despite facing competition from AMD.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0952948614029976d062b1d1937ad442\" alt=\"Nvidia Investor Presentation\" title=\"Nvidia Investor Presentation\" tg-width=\"1200\" tg-height=\"578\"/><span>Nvidia Investor Presentation</span></p><h2 id=\"amd-as-a-competitor-for-nvidia\" style=\"text-align: start;\">AMD As a Competitor for Nvidia</h2><p style=\"text-align: start;\">Given AMD&#39;s lack of a colossal data center revenue stream, its gaming segment remains highly relevant, accounting for approximately 26% of the company&#39;s revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79d5166d756cd391a5880c793b27f22f\" alt=\"AMD IR\" title=\"AMD IR\" tg-width=\"1200\" tg-height=\"820\"/><span>AMD IR</span></p><p style=\"text-align: start;\">Like Nvidia, AMD positions itself as a leader in the gaming market. However, the key difference lies in AMD&#39;s presence not only in the GPU market for PC gaming but also in producing central processing units (CPUs) and customized chips for consoles like the Xbox Series X and S, PlayStation 5, and the Steam Deck.</p><p style=\"text-align: start;\">AMD holds the leading market share for the console segment, bolstered by partnerships with dominant players like <strong>Sony</strong>, Valve, and <strong>Microsoft</strong>, which presents a competitive advantage. Considering just the custom silicon part, the company eyes a total addressable market (TAM) of $30 billion, encompassing not only gaming (AR, VR, and cloud gaming) but also other segments like data center and automotive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35fb767bcc411e85ca5ceb7a9cdd3090\" alt=\"AMD Presentation\" title=\"AMD Presentation\" tg-width=\"1200\" tg-height=\"473\"/><span>AMD Presentation</span></p><p>Analyzing the overall GPU market (considering iGPU), AMD is starting to gain relevance, posing a slight challenge to Nvidia and <strong>Intel</strong>.</p><p style=\"text-align: start;\">On the other hand, Nvidia lacks dominance in this area because the company doesn&#39;t produce iGPUs, focusing solely on dGPUs, where it holds an 87% market share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2f026b45e6442b2b9ac0460486a27e6\" alt=\"wccftech\" title=\"wccftech\" tg-width=\"1200\" tg-height=\"1131\"/><span>wccftech</span></p><h2 id=\"the-verdict\" style=\"text-align: start;\">The Verdict</h2><p style=\"text-align: start;\">Considering the information above, although often overlooked in analysis, the gaming segment holds significance for both Nvidia and AMD, representing a vast and promising market.</p><p style=\"text-align: start;\">Regarding competition, AMD does shine in some niches, such as consoles, which could yield future benefits. However, in the segment where Nvidia aims to be relevant (PC gaming), the chipmaker is dominant. It seems quite challenging for AMD to catch up, at least for now.</p><p style=\"text-align: start;\">Nonetheless, in the long run, there&#39;s likely room for both companies to operate and compete within this market.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Could AMD Surpass It in Gaming?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Could AMD Surpass It in Gaming?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-12 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/others/nvidia-stock-could-amd-surpass-it-in-gaming><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's market cap has surged past $1.1 trillion, more than twice that of its closest competitor.Nvidia serves the AI, HPC, and gaming markets, with gaming representing a $100 billion opportunity....</p>\n\n<a href=\"https://www.thestreet.com/memestocks/others/nvidia-stock-could-amd-surpass-it-in-gaming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4573":"虚拟现实","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4588":"碎股","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4549":"软银资本持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4529":"IDC概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4587":"ChatGPT概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4532":"文艺复兴科技持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4592":"伊斯兰概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","AMD":"美国超微公司","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4575":"芯片概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","LU0109392836.USD":"富兰克林科技股A","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4579":"人工智能","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4503":"景林资产持仓"},"source_url":"https://www.thestreet.com/memestocks/others/nvidia-stock-could-amd-surpass-it-in-gaming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390239784","content_text":"Nvidia's market cap has surged past $1.1 trillion, more than twice that of its closest competitor.Nvidia serves the AI, HPC, and gaming markets, with gaming representing a $100 billion opportunity.Nvidia's stronghold in PC gaming challenges AMD's console dominance, yet both coexist in a dynamic market.When it comes to market capitalization, Nvidia has solidified its position as the largest semiconductor company globally — by far. Its market cap has surged past $1.1 trillion, which is slightly more than double that of the second-place holder, TSMC. Nvidia's market cap is also roughly four times more than that of its primary rival, Advanced Micro Devices  (AMD).companiesmarketcap.comUndoubtedly, Nvidia's leadership in the development of artificial intelligence (AI) and high-performance computing (HPC) led the company to reach this milestone.However, AI and HPC aren't the only niches where Nvidia has a competitive edge. The company also dominates a portion of the gaming sector, although here it faces direct competition from AMD.Nvidia and the Gaming MarketAs highlighted by a presentation by Nvidia, of the company's $1 trillion long-term market opportunity, gaming is the smallest portion but still represents $100 billion.NvidiaIn recent quarters, Nvidia's gaming segment has declined in relevance, compared to its other segments. In the fourth quarter of fiscal year 2022, gaming accounted for about 44% of the company's revenue. However, in the fourth quarter of Nvidia's fiscal 2024 (the most recent quarter), gaming made up only 15% of the company's net revenue. This is due largely to the substantial increase in revenue from data centers.Nvidia Quarterly Revenue TrendThese factors have certainly fueled Nvidia's remarkable stock performance and profitability. Some years ago, the landscape for substantial data center growth, driven by high demand in HPC and AI, was less defined. At that time, gaming and professional visualization held more strategic importance for the company compared to the present.When compared to its competitors, Nvidia stands out in this sector, particularly in the realm of PC gaming, where its graphics processing units (GPUs) set the benchmark despite facing competition from AMD.Nvidia Investor PresentationAMD As a Competitor for NvidiaGiven AMD's lack of a colossal data center revenue stream, its gaming segment remains highly relevant, accounting for approximately 26% of the company's revenue.AMD IRLike Nvidia, AMD positions itself as a leader in the gaming market. However, the key difference lies in AMD's presence not only in the GPU market for PC gaming but also in producing central processing units (CPUs) and customized chips for consoles like the Xbox Series X and S, PlayStation 5, and the Steam Deck.AMD holds the leading market share for the console segment, bolstered by partnerships with dominant players like Sony, Valve, and Microsoft, which presents a competitive advantage. Considering just the custom silicon part, the company eyes a total addressable market (TAM) of $30 billion, encompassing not only gaming (AR, VR, and cloud gaming) but also other segments like data center and automotive.AMD PresentationAnalyzing the overall GPU market (considering iGPU), AMD is starting to gain relevance, posing a slight challenge to Nvidia and Intel.On the other hand, Nvidia lacks dominance in this area because the company doesn't produce iGPUs, focusing solely on dGPUs, where it holds an 87% market share.wccftechThe VerdictConsidering the information above, although often overlooked in analysis, the gaming segment holds significance for both Nvidia and AMD, representing a vast and promising market.Regarding competition, AMD does shine in some niches, such as consoles, which could yield future benefits. However, in the segment where Nvidia aims to be relevant (PC gaming), the chipmaker is dominant. It seems quite challenging for AMD to catch up, at least for now.Nonetheless, in the long run, there's likely room for both companies to operate and compete within this market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}