What Could Broadcom's Latest Earnings Report Mean for Nvidia Investors?

25.12.24 12:00 Uhr

Werte in diesem Artikel
Aktien

134,08 EUR 5,76 EUR 4,49%

Indizes

PKT PKT

43.297,0 PKT 390,1 PKT 0,91%

21.797,7 PKT 294,5 PKT 1,37%

20.031,1 PKT 266,2 PKT 1,35%

6.040,0 PKT 66,0 PKT 1,10%

The demand for the chips required for training and deploying artificial intelligence (AI) models and applications in data centers increased at a remarkable pace in the past couple of years. Nvidia (NASDAQ: NVDA) has been the biggest beneficiary of this fast-growing market as it left its fellow chipmakers in the dust by capturing the lion's share of the AI semiconductor space.No other chipmaker comes close to Nvidia in terms of revenue generated from selling AI chips. For instance, in the third quarter of fiscal 2025 alone (which ended on Oct. 27), Nvidia sold $30.8 billion worth of data center chips, a remarkable increase of 112% from the same period last year. Its nearest rival in data center graphics processing units (GPUs) -- Advanced Micro Devices -- is forecasting $5 billion in data center GPU revenue this year.However, GPUs aren't the only type of chip that cloud service providers are using for AI model training and inferencing. This is evident from the rapid growth that Broadcom (NASDAQ: AVGO) reported in the demand for its application-specific integrated circuits (ASICs) in the latest fiscal year, thanks to AI-related demand.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

Ausgewählte Hebelprodukte auf NVIDIA

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf NVIDIA

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: MotleyFool

Nachrichten zu NVIDIA Corp.

Analysen zu NVIDIA Corp.

DatumRatingAnalyst
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA BuyUBS AG
21.11.2024NVIDIA OverweightJP Morgan Chase & Co.
21.11.2024NVIDIA BuyGoldman Sachs Group Inc.
DatumRatingAnalyst
21.11.2024NVIDIA BuyUBS AG
21.11.2024NVIDIA OverweightJP Morgan Chase & Co.
21.11.2024NVIDIA BuyGoldman Sachs Group Inc.
21.11.2024NVIDIA OutperformBernstein Research
11.11.2024NVIDIA BuyUBS AG
DatumRatingAnalyst
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
23.05.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für NVIDIA Corp. nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"