Recently, the topic of Nvidia has always been at the top of the hot spot, and just recently, Nvidia's stock price hit a new high again, which makes people wonder how long Nvidia with AI blessing can be popular? What should we make of NVIDIA's performance?
1. Nvidia's stock price soared to a new high?
According to Jiemian News, the world's largest consumer electronics exhibition CES opened, Nvidia released new consumer-grade chips for personal computers, reached a number of AI business cooperation, and announced the acquisition of several key Chinese auto customers, driving investor optimism. On the same day, Nvidia's stock price rose 64% to 522$53 shares, an all-time high.
Market news is still stirring investor sentiment. Nvidia plans to mass-produce the H20, an AI chip designed for China, in the second quarter to comply with U.S. export regulations. The report said that the H20 was supposed to be launched in November last year, but server manufacturers have encountered difficulties in integrating the chip, and the H20 will prioritize meeting the needs of large Chinese customers.
The cooperation with a number of Chinese companies in the fields of gaming and autonomous driving is the highlight of NVIDIA's CES. Nvidia announced at CES that Chinese game manufacturers such as miHoYo, NetEase Games, PalmFun Technology, and Tencent Games will cooperate with them in the field of AI technology application and apply it to game development. According to PalmFun, Nvidia will provide AI technical support such as DLSS and Audio2Face to its "AI game creation platform". List of high-quality authors
2. How long can AI-blessed NVIDIA be popular?
In recent years, with the rapid development of artificial intelligence (AI), self-driving cars, and data centers, NVIDIA's stock price has also achieved significant growth, reaching new highs, how can we analyze and judge NVIDIA's market performance?
First of all, NVIDIA, as the world's leading provider of graphics processors and artificial intelligence computing solutions, has been able to continue to refresh its stock price after experiencing a certain degree of performance volatility, and one of the main driving forces behind this phenomenon is its outstanding performance and continued technology leadership in the field of AI. Although it may face market corrections or cyclical pressures in the industry at certain times, NVIDIA has successfully positioned itself as the core engine of the AI revolution with its deep accumulation in deep learning, data centers, high-performance computing and other fields.
Especially in the field of AI chips, NVIDIA GPUs have become the preferred tool for training complex neural network models due to their powerful parallel computing capabilities, which are not only widely used in the scientific research community, but also occupy a significant share in the enterprise market. With the development of big data and cloud computing, the demand for high-performance AI computing is increasing, which makes Nvidia's products and services in strong demand, which drives the company's performance and stock price.
Second, at present, artificial intelligence is on the cusp of rapid development and wide application, from consumer electronics to industrial automation, to medical health, financial technology and many other fields, AI technology is penetrating various industries at an unprecedented speed. As one of the first companies to capture this trend, NVIDIA has established a strong ecosystem barrier early through a series of technological innovations, attracting a large number of developers and enterprises to develop and expand applications around its products. In addition, NVIDIA has further strengthened its dominance in the AI market by partnering with major cloud service providers to ensure that its AI infrastructure solutions are widely deployed in the cloud. This first-mover advantage gives Nvidia a higher moat in the highly competitive technology industry, helping to ensure that the company maintains a competitive edge for a long time to come, and this momentum is expected to continue to drive its stock price higher.
Third, autonomous driving is another important factor driving Nvidia's stock price**. As autonomous driving technology continues to evolve, there is an increasing demand for high-performance computing platforms. NVIDIA's GPU technology has distinct advantages in handling complex algorithms and large amounts of data, making it the partner of choice for autonomous vehicle manufacturers. At present, several well-known automakers and technology companies have signed cooperation agreements with NVIDIA to jointly develop autonomous driving solutions. The establishment of these partnerships brings great business potential to NVIDIA, while also enhancing investors' confidence in its future development.
Fourth, the key question for Nvidia is how to continue to deliver excellent expectations in emerging markets. While the company has made significant progress in areas such as AI and autonomous driving, these markets are also becoming increasingly competitive. For example, giants such as Google's Deepmind, Amazon's AWS, and Intel are all actively deploying in the AI field to compete for market share. In addition, as autonomous driving technology matures, other semiconductor companies such as Qualcomm and AMD are also investing in an attempt to get a piece of the pie. Therefore, NVIDIA needs to continue to innovate and maintain its technological leadership in order to stay ahead of the fierce competition.