The everlasting battle between Nvidia, Intel, and AMD might not have reached its peak. With AI unfolding like a tidal wave, bringing tons of new opportunities to the table, anything can happen.

Tradervoice on Nvidia

If you follow the financial news, you must have come by Nvidia. We at Tradervoice see the company as one of the top ten companies to follow these days. No matter how you twist and turn it, people who invest read the financial news. So how do you get that golden overview of just how much people write and talk about this frontrunner? You get that from Tradervoice.io. To spare you the effort, below we present you with our widget, showing you the sentiment over time of the topic “Nvidia”. The popularity over time is also possible to see if you go here. But as of for now, lets stick with the sentiment analysis.

Sentiment lets us know if what is written about Nvidia is positive or negative. The sentiment line below is based on our inhouse algorithm, which we spent the past two years building and testing.
On December 7th 2022, Nvidia hit a 2-year low on sentiment, but stay aware that what was written at that time, was still positive, since the line did not break through the 0-point of the y-axis. What was written was just less positive compared to the rest of the 2-year period visual in the chart.

So what happened in December 2022? Lets have a look. Zooming in on the sentiment line on Tradervoice.io, we find several relevant article links providing valuable information for us to understand the context of the drop in sentiment. First, on Decmber 9th, Envision Research released this article on Seekingalpha.com with the following takeaways:

• Standard Chartered Bank predicts a potential 70% drop in Bitcoin prices, affecting NVIDIA due to its crypto exposure.
• This black swan event (the above point) could impact NVIDIA’s stock prices and earnings significantly.
• NVIDIA management might be underestimating the impact of their crypto exposure, similar to 2018.
• Historical data shows NVIDIA’s operating revenue and stock prices were affected by previous Bitcoin price drops.
• Comparatively, NVIDIA’s P/E ratio is significantly higher than its competitors, posing valuation risks.

So, does the price of Bitcoin define the revenue and stock price of Nvidia? Probably not the entire truth. So lets dig into what happened next. Back to Tradervoice. On January 23rd 2023, The Motley Fool published this article written by Rich Smith, providing a take on why the stock price popped, and also a look at future expectations. The main takeaways are:

• Barclays has raised its price target on Nvidia to $250 per share, promising potential profits of 34% within a year.
• Despite a high price-to-earnings ratio, Nvidia is the only one among the named chipmakers with a double-digit long-term earnings growth forecast of 21% annually over the next five years.
• Nvidia’s valuation is considered high compared to its peers, but its growth prospects are significant.

Lets continue the build-up. On March 24 2023, Harsh Chauhan published this article on The Motley Fool, providing us with the one thing that currently pushes Nvidia ahead of its competitors. Lets look at the key takeaways of the article:

• Nvidia’s dominance in GPUs is crucial for generative AI applications, potentially maintaining its position as a top AI stock.
• ChatGPT, powered by thousands of Nvidia GPUs, significantly contributes to Nvidia’s revenue, with generative AI applications expected to form a larger revenue share.
• Nvidia’s GPUs are essential for parallel data processing and training AI models, making them a key component for companies like Microsoft and OpenAI.
• Nvidia partners with major cloud service providers like Google Cloud and Amazon Web Services for generative AI platforms and applications.
• Nvidia holds a dominant 91% share in the enterprise GPU market, making it a primary choice for tech companies in generative AI.

AI! Nvidia managed to ride the wave of AI, and close the necessary partnerships with leading companies like Microsoft, Amazon and Google.

Below, in our widget, we show the increase/decrease in sentiment on “Nvidia” over the past to years. drag, zoom, investigate and perform your own analysis on the sentiment chart. Dont forget to go and have a look at tradervoice.io and do other searches related to Nvidia. Below under “Other related search ideas” we provide you with a few ideas of what might be worth having a look at, deciding whether to invest in Nvidia or not.

Sentiment increase/decrease:

• 12 months: 92,68%
• 6 months: 0,00%
• 3 months: 8,22%

Popularity increase/decrease:

• 12 months: 3,17%
• 6 months: -1,76%
• 3 months: 0,00%

Understanding the chart:
The below “Nvidia” line is based on advanced text analysis of more than 5 million financial news articles from more than 200 of the biggest financial news platforms worldwide. The circles (clusters) contains actual news articles links, which are the most representative articles in relation to your search, on the exact time they are located on the line. Green = positive tone in content of the article, red = negative tone in content of the article. Zoom in on a cluster to “open” it. Our Sentiment score goes from -1 to 1. If the line is above zero, but decreasing it means it is still a positive sentiment, but going less positive. If the line crosses below zero, sentiment turns into being negative. Go to Tradervoice.io to be able to add financial assets prices enabling you to compare the topic line with different assets to look for investment trends.

All of the above is derived from Tradervoice.io. We hope you experience having saved a significant amount of time on research, and hope to see you as one of our valued users going forward. Below you will find our suggestions of other relevant search ideas, and also some background information on Nvidia including 8 key takeaways on the company as of today.

Other related search ideas

• AMD
• AMD Processors
• Intel
• Intel Core

Briefly About Nvidia

Founded in 1993, NVIDIA, led by Jensen Huang, Chris Malachowsky, and Curtis Priem, revolutionized graphics processing units (GPUs) for gaming with their GeForce series and the GPU in 1999. Expanding beyond gaming, NVIDIA entered professional markets and made a significant shift towards artificial intelligence (AI) and deep learning. Their CUDA platform, introduced in 2006, allowed GPUs to be used for general-purpose processing, cementing NVIDIA’s role in AI and supercomputing. Today, NVIDIA’s GPUs are integral in fields like autonomous vehicles and big data analytics, marking its transition from a gaming-focused startup to a multifaceted tech leader in AI and technology.

8 Key Takeaways

• Amazon, in partnership with NVIDIA, is enhancing supercomputing infrastructure to support generative AI innovations.
• The company’s sales have surged due to increased demand for AI chips following ChatGPT’s launch.
• AMD’s new AI accelerator chip, the MI300, is expected to bring in $2 billion in revenue amid declining data-center sales.
• Intel faces consecutive revenue declines and is introducing new AI products to reinvigorate its business.
• NVIDIA is projected to dramatically outpace AMD and Intel in data-center revenue, with estimates exceeding $76 billion.
• Both AMD and Intel are aggressively targeting the AI processor market, challenging NVIDIA’s current lead.
• NVIDIA continues to innovate with its RTX 5000 Ada Generation GPU and developments in Omniverse and OpenUSD.
• As a key member of the Alliance for OpenUSD, NVIDIA is reinforcing its commitment to open-source 3D technology.

Competitors

• Intel

• AMD

References

• WSJ: Nvidia’s Rivals Prepare Their AI Assault
• Yahoo Finance: Amazon (AMZN) Bolsters Generative AI Efforts With NVIDIA
• Investing.com: Is Microsoft the NVIDIA Killer?

If you have any specific requests, questions, or feedback, please don’t hesitate to reach out to me: kristoffer@nordicanalytics.dk.