Nvidia's Cloud Gaming Ambition Grows - Premium Valuation Is Justified

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Juxtaposed Ideas


  • As China reopens and foreign games are approved, NVDA's GPU and cloud gaming products may see increased domestic demand, potentially boosting its stock recovery.
  • NVDA's GeForce Now AAA cloud games will also be offered in select vehicles under partner automakers, such as Hyundai, Polestar, and BYD, proving its ambition in providing bundled services.
  • By diversifying into the IoT and Automotive markets, NVDA expands its strategic exposure to many end markets, supporting its premium valuations indeed.
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Marko Geber

We have previously covered Nvidia's (NASDAQ:NVDA) here as a post-FQ2'23-earnings article in September 2022. At that time, the US government's new restrictions may cause the company to lose a significant $400M in sales derived from China, assuming

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I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

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