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2023-12-19

Please give my 50$

Nvidia Slips As Edgewater Research Sees Mixed Datapoints for AI, GPU Demand

Nvidia (NASDAQ: NVDA) shares slipped around 2% in early trading on Tuesday as investment firm Edgewater Research said it had seen the first "mixed" datapoints for the semiconductor giant's AI GPU dema

Nvidia Slips As Edgewater Research Sees Mixed Datapoints for AI, GPU Demand

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However, it could also point to a &#34;likely re-acceleration in demand in [the middle of 2024],&#34; the firm added.</p><p style=\"text-align: left;\">&#34;Encouragingly, long-term commentary on Nvidia datacenter position and demand remains constructive with high potential from AI and non-AI applications,&#34; Edgewater wrote.</p><p style=\"text-align: left;\">The firm also weighed in with thoughts on Nvidia competitors AMD (AMD) and Intel (INTC), and noted that it expects at least $1B in revenue in 2024 from AI deployments for AMD. Conversely, Intel is likely to benefit as PC units are still forecast to rise between 2% and 5% year-over-year in 2024.</p></body></html>","source":"seekingalpha","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 Slips As Edgewater Research Sees Mixed Datapoints for AI, GPU Demand</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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[Nvidia] viewed as likely needing to be more price flexible due to the mandate downgrade in performance,\" Edgewater wrote.The firm said it's unclear why it has seen \"mixed\" datapoints\" for Nvidia's AI GPU demand, though the most frequently reason that has been speculated upon is the introduction of the H200 (announced last month), which is causing major customers to pause while they revisit their plans. However, it could also point to a \"likely re-acceleration in demand in [the middle of 2024],\" the firm added.\"Encouragingly, long-term commentary on Nvidia datacenter position and demand remains constructive with high potential from AI and non-AI applications,\" Edgewater wrote.The firm also weighed in with thoughts on Nvidia competitors AMD (AMD) and Intel (INTC), and noted that it expects at least $1B in revenue in 2024 from AI deployments for AMD. 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