Nvidia: Still Dominates Global Data Center Landscape

Khaveen Investments
7.75K Followers
(32min)

Summary

  • Nvidia Corporation's strong growth is driven by key partnerships with major cloud providers and robust product development, projecting a 5-year forward revenue growth of 45%.
  • The company's US revenue surged due to high demand from top cloud companies like Microsoft, Meta, Amazon, and Alphabet, which account for 40% of Nvidia's revenue.
  • Despite trade restrictions, Nvidia continues to dominate the Chinese data center chip market, leveraging modified chips and supply chain redirection to mitigate impacts.
  • Nvidia is well-positioned to capitalize on global cloud market growth, especially in Southeast Asia, supported by significant investments from AWS, Google, Microsoft, and Oracle.

Nvidia headquarters in Santa Clara, California, USA

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In our previous Nvidia Corporation (NASDAQ:NVDA) analysis, we highlighted Nvidia’s strong product development execution, including new releases like Blackwell, and its key partnerships with major cloud providers, which, we believe, will sustain its growth outlook and projected a 5-year forward revenue growth

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7.75K Followers
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries. We employ a multifaceted investment approach that integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative. Our core expertise lies in disruptive technologies that are reshaping the landscape of modern industries including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT).www.khaveen.com

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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