Nvidia de parel voor de komende jaren

1. Lieutenant Price 14 maart 2025 15:07

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   Nieuwe cijfers uit de VS:
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2. Hopper58 15 maart 2025 07:19

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   NVIDIA (NVDA) Leads Trading Volume as AI Server Production Stabilizes
   
   GuruFocus News
   Mar. 14, 2025 at 6:30 p.m. ET
   
   NVIDIA (NVDA, Financial) topped the U.S. stock market in trading volume, closing up 5.27% with a turnover of $33.068 billion. Foxconn Chairman Liu Yangwei confirmed that NVIDIA's GB200 AI server has reached mass production standards after extensive testing. Production stability is improving, ensuring future shipments.
   
   www.gurufocus.com/news/2739384/nvidia...
3. Hopper58 15 maart 2025 07:28

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   GTC-conferentie:
   
   dinsdag 18/03 18:00 Keynote Jensen Huang
   woensdag 19/03 16:30 GTC Financiële analisten Q&A
   
   Verder Recommended Session:
   
   s201.q4cdn.com/141608511/files/doc_ev...
4. nine_inch_nerd 16 maart 2025 19:54

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   Here we go: The NVIDIA GTC 2025 Pre-Amble
   Daniel Newman
   
   There is a ton of speculation on this week’s conference and with the recent market volatility (mostly unrelated to tech), the AI trade has come under fire. But make no mistake—the AI Trade is still red hot and I expect that we will see and hear further confirmation this week when NVIDIA CEO Jensen Huang takes the stage at what is today the world’s most important AI conference.
   
   So what is going to be in focus? Here are some of my thoughts ahead of the event. I’ll do my best to steer from the obvious.
   
   The Big Announcements—
   
   Datacenter will continue to be the epicenter of the AI demand narrative. How much Capex will be spent and how fast can hyperscalers continue to cycle from generation to generation of NVIDIA platforms.
   
   We will see Blackwell Ultra deliver a mid-cycle update to provide needed additional memory.
   
   But it will be the Rubin announcements that will get the biggest headlines. The annual cadence is the driver of the companies DC business and with more than $300 billion in projected CAPEX in 2025 coming from just the largest companies, it will be seeing the next generation that will encourage investors and customers that the NVIDIA investment path remains the right one for futureprooofing data centers and portfolios.
   
   We can also expect an explosion of interest in co-packaged optics moving the optical engine closer to the switch and increasing the efficiency of GPUs. Powerful.
   
   Also, the enterprise has remained underwhelming in adoption and deployment of AI. Lots of tinkering and PoC, but we have even NVIDIA get closer to the likes of HPE, Dell, and more recently Cisco to improve its positioning for more enterprise workloads and diversification beyond the big hyperscalers. An important area to keep an eye on.
   
   It is Bigger than Datacenter Though—
   
   At CES Jensen discussed the “Chat GPT Moment” for robotics. The opportunities for AI beyond the DC, powered by the real world will be exponential even compared to the DC. It is a cloud to edge and back stack that will enable this, but it is critical for NVIDIA to land that it is more than just a DC GPU company returning its focus on Automotive and the future of physical robots and humanoids. Part of why the stock has been rangebound has been a lack of confidence that there is a catalyst beyond DC and the DC CAPEX risk has become high. Continuing to convince the market in these emerging fields + a drill down on Quantum, which feels appropriate after the yo-yo of Quantum since Jensen’s CES comments.
   
   The CPU+GPU+QPU era is nearing.
   
   We will also hear more on graphics (gaming0 and client innovation — but I put that lower on the list.
   
   The Subtle Undertones to Listen For—
   
   Thematically, it is all about convincing the world that NVIDIA’s datacenter lead is palpable and that its innovation engine goes far and wide beyond just the data center.
   
   Recent comments about XPUs and custom chips from NVIDIA have indicated strong confidence in its market position. Our channel checks do indicate though a growing interest, demand, and expectation of more performant and capable XPUs that will offer significantly better economics. I’ve written extensively about this and I do believe these will be more pointed toward the largest hyperscalers looking to improve AI cost efficiencies and improve margins and decrease dependencies. But, this is a notable consideration.
   
   I think it is important here to also note, we continue to expect XPU growth to meaningfully ramp in 2026, but we don’t feel it is all at the detriment of GPUs and NVIDIA. We see the $500+ Billion TAM expansion from growing utilization of AI to expand the market opportunity leaving strong forward revenue and EPS growth for NVIDIA while also seeing the likes of Broadcom, Arm, and others in the custom chip space expanding.
   
   And there you have it. Huge week ahead. Strap in everyone. It is GTC time.
5. Hopper58 17 maart 2025 09:54

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   Nvidia’s Strategic CPO Technology Roadmap and AI Market Positioning Justify Buy Rating and $195 Price Target
   TipRanks Auto-Generated Intelligence Newsdesk
   
   Mar 17, 2025, 05:26 AM
   
   Nvidia’s Strategic CPO Technology Roadmap and AI Market Positioning Justify Buy Rating and $195 Price Target
   
   Robert W. Baird analyst Tristan Gerra has maintained their bullish stance on NVDA stock, giving a Buy rating on March 13.
   Tristan Gerra has given his Buy rating due to a combination of factors, including Nvidia’s anticipated announcement of a Spectrum CPO technology roadmap at the GTC event. This technology is expected to enhance performance by reducing power consumption and latency while increasing bandwidth, although it may initially come with higher costs and potential yield challenges. The technology ramp is progressing as planned, with initial low-volume shipments expected in the second half of 2026, and Nvidia’s DSP roadmap is aligned with supporting CPOs.
   Additionally, Gerra’s price target of $195 for Nvidia is based on the company’s shares trading at a premium multiple of 30 times the projected fiscal year 2027 earnings per share, excluding stock expenses. This valuation is higher than the peer range due to Nvidia’s strong positioning in AI datacenter markets and its potential for market share gains. However, risks such as competition, industry cyclicality, and inventory fluctuations are noted as considerations.
   In another report released on March 13, Mizuho Securities also reiterated a Buy rating on the stock with a $168.00 price target.
   
   archive.is/exxNF#selection-2781.0-286...
6. Hopper58 17 maart 2025 12:52

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   UBS AG
   NVIDIA Buy
   12:41 Uhr
   
   ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat die Einstufung für Nvidia mit einem Kursziel von 185 US-Dollar auf "Buy" belassen. Die Nachfrage nach der Blackwell-Architektur des KI-Riesen bleibe sehr stark, schrieb Analyst Timothy Arcuri in seinem am Montag vorliegenden Kommentar nach Gesprächen des UBS-Tech-Teams mit zahlreichen Zulieferern./ag/la
   
   Veröffentlichung der Original-Studie: 17.03.2025 / 06:45 / GMT
   
   Erstmalige Weitergabe der Original-Studie: 17.03.2025 / 06:45 / GMT
7. Hopper58 17 maart 2025 14:26

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   Waarom daalt Broadcom zo plotseling?
8. Roonie giant 17 maart 2025 14:55

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   quote:

   Hopper58 schreef op 17 maart 2025 14:26:

   Waarom daalt Broadcom zo plotseling?
   

   Broadcom (NASDAQ: NASDAQ:AVGO) aandelen daalden met 4,2% te midden van het nieuws dat Google (NASDAQ:GOOGL) mogelijk een partnerschap aangaat met MediaTek voor de productie van de volgende versie van zijn Tensor Processing Units (TPU's), wat Broadcom's aandeel in de lucratieve AI-chipmarkt mogelijk zal verminderen. Hoewel Broadcom de afgelopen negen jaar de exclusieve partner van Google is geweest voor AI-chips, zou de nieuwe overeenkomst met MediaTek, gerapporteerd door The Information, kunnen betekenen dat Broadcom de TPU-business moet delen met een concurrent.
9. Hopper58 17 maart 2025 16:00

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   Broadcom (AVGO) Stock Dips on Google's AI Chip Partnership with MediaTek
   
   GuruFocus News
   Mar. 17, 2025 at 11:11 a.m. ET
   
   Broadcom (AVGO, Financial) experienced a temporary 4% drop in its stock price following reports that Alphabet's Google plans to collaborate with MediaTek on designing and producing some of its artificial intelligence (AI) chips. This development suggests a potential shift in Google's strategy for AI chip production, which could impact its existing relationship with Broadcom.
   
   Despite these reports, a Broadcom employee indicated that the company is still in discussions with Google to continue co-designing some of Google's AI chips. This ongoing negotiation highlights Broadcom's efforts to maintain its business relationship with Google amid emerging competition.
   
   Meanwhile, Alphabet saw a slight increase of 0.2% in its stock, reflecting a stable market reaction to the news.
   
   www.gurufocus.com/news/2740533/broadc...
10. Roonie giant 17 maart 2025 16:44

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    quote:

    Hopper58 schreef op 17 maart 2025 16:00:

    Broadcom (AVGO) Stock Dips on Google's AI Chip Partnership with MediaTek
    
    GuruFocus News
    Mar. 17, 2025 at 11:11 a.m. ET
    
    Broadcom (AVGO, Financial) experienced a temporary 4% drop in its stock price following reports that Alphabet's Google plans to collaborate with MediaTek on designing and producing some of its artificial intelligence (AI) chips. This development suggests a potential shift in Google's strategy for AI chip production, which could impact its existing relationship with Broadcom.
    
    Despite these reports, a Broadcom employee indicated that the company is still in discussions with Google to continue co-designing some of Google's AI chips. This ongoing negotiation highlights Broadcom's efforts to maintain its business relationship with Google amid emerging competition.
    
    Meanwhile, Alphabet saw a slight increase of 0.2% in its stock, reflecting a stable market reaction to the news.
    
    www.gurufocus.com/news/2740533/broadc...
    

    Had je een uur voor je post hier, daarop geantwoord en in het Nederlands :-D
12. Hopper58 17 maart 2025 18:16

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    quote:

    Roonie giant schreef op 17 maart 2025 16:44:

    [...]
    
    Had je een uur voor je post hier, daarop geantwoord en in het Nederlands :-D
    

    Ja bedankt maar de bewoording is toch niet helemaal hetzelfde en heb het daarom toch gepost. Sommige dingen stonden niet in jouw tekst en misschien andersom ook.
13. nine_inch_nerd 18 maart 2025 09:24

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    UBS en Barclays notes gerelateerd aan B300/GB300
    
    Een UBS-rapport stelt dat de vraag naar Blackwell (d.w.z. producten gerelateerd aan B300/GB300) sterk blijft en dat het knelpuntprobleem met het B200-rack is opgelost. Nvidia heeft de lancering van B300/GB300 (Blackwell Ultra) met ongeveer een kwartaal vervroegd en er zouden aanzienlijke leveringen kunnen zijn in Q3 2025. UBS merkte op dat de uitbreidingsplannen van TSMC's chipverpakking (CoWoS) voor eind 2025/eind 2026 zijn vertraagd in vergelijking met eerdere prognoses (van 80.000/120.000 naar 70.000/110.000), maar ze geloven dat dit te wijten is aan verbeterde opbrengsten van CoWoS-L in plaats van een vraagprobleem. UBS handhaaft zijn prognose van ongeveer 6,1 miljoen Nvidia GPU-leveringen, waarbij de productmix neigt naar B300/GB300.
    
    Een rapport van Barclays stelt dat de productie van Blackwell in Q1 consistent was met de update van november, met 20.000 wafers per maand (300.000 chips). In Q2 zal de capaciteit toenemen tot 40.000 wafers per maand (ongeveer 600.000 chips). Vanwege beperkingen in de capaciteitsuitbreiding is de benuttingsgraad van testapparatuur hoger dan normaal. Volgens de laatste update van Nvidia zal de capaciteit in Q3 met meer dan 30% toenemen, tot ongeveer 780.000 chips per maand. Barclays wees erop dat de productie van de Ultra-producten vanaf augustus of september zal beginnen met verzenden. Dit product deelt de capaciteit met de B200, maar dankzij de combinatie met de B300A is de testtijd korter en worden gerelateerde instructies in april of mei aan de toeleveringsketen gecommuniceerd.
14. Hopper58 18 maart 2025 10:12

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    Nvidia fears may be overdone, and this analyst offers a simple reason why
    Nvidia’s stock rallies as Morgan Stanley says Blackwell ramp could soon quash several investor worries
    By
    Emily Bary
    
    Last Updated: Dec. 21, 2024 at 7:14?a.m. ET
    First Published: Dec. 20, 2024 at 11:07?a.m. ET
    
    There are at least four issues clouding over shares of Nvidia Corp., which are down more than 10% from their record-high close. But Morgan Stanley analyst Joseph Moore thinks soon only one thing will matter for the company: Blackwell.
    
    That’s the company’s new chip, and by the second half of 2025, Moore expects “the only topic” for investors will be the strength of this ramping product.
    
    “We have tended to be most enthusiastic on Nvidia when the near-term data points appear mixed, but underlying dynamics are very strong,” he wrote Friday. “We think we are approaching that point now. We think there are a number of concerns here, some of which are overstated, some of which are anxiety inducing short term but we believe irrelevant longer term.”
    
    Moore went on to unpack the four biggest anxieties for Nvidia investors now, one of which concerns Hopper, the company’s older chip family. “This is a non issue, in our view, but there are likely to be noisy headlines in early 2025 that Nvidia builds are coming down,” he wrote.
    
    It makes sense why builds would slow further, he noted: “At some point, building H200s,” which is part of the Hopper lineup, “takes away valuable back end and HBM3e supply that is more productively used for Blackwell.” HBM3e is a type of high-bandwidth memory product.
    
    As for Blackwell, he wrote that “not every version of new Blackwell products is ready to ship at the same time.” That’s worth pointing out because he’s “hearing anxiety about some of the types that aren’t ready.”
    
    Moore added that he’s not “discounting” timing differences but expects that “all of the Blackwells should get sold, even if this drives allocation from one customer to another.”
    
    There’s also been some fear about heightened competition from makers of application-specific integrated circuits, including Broadcom Inc. and even Amazon.com Inc.
    
    Following an upbeat growth forecast from Broadcom, investors have spent the past week or so nervous about the potential for ASICs to gain a bigger share of the artificial-intelligence accelerator market next year. But Moore has a different take on the situation.
    
    “In 2025, we believe that the biggest users of ASICs will actually see purchasing shift back towards GPUs, based on conversations with those customers,” he wrote.
    
    Admittedly, longer term, “it remains to be seen” how the market will shake out, Moore said. It can be tough to make forecasts for future products not out yet. “But the capabilities introduced in Blackwell raise the bar materially,” he added.
    
    Finally, there are worries about scaling, Moore said: “The key technologists driving spending in the largest [artificial general intelligence] ‘arms race’ cluster build-outs are seeing benefit to scaling out cluster sizes, but the financial backers in venture capital or enterprise cloud are raising questions about ROI for those models,” or the returns on investment.
    
    While he “can’t rule out a consolidation in that portion of the market” come calendar 2026, Moore also thinks Nvidia has rolled out technology recently that looks to make big clusters more efficient.
    
    That fear, and the one about ASICs, “may be with us for a while,” Moore conceded, “but Nvidia can certainly make us feel better about them.” Meanwhile, he thinks concerns about Blackwell product timing and Hopper build slowdowns could “completely disappear” in the second half of next year.
    
    And thinking big picture, Moore still expects Nvidia to see faster revenue growth next year than Broadcom or Advanced Micro Devices Inc.
    
    Nvidia’s stock is up 2% in morning action Friday but down 10.7% from its closing high achieved in early November.
    
    www.marketwatch.com/story/nvidia-fear...