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Better Artificial Intelligence Stock: Nvidia vs. AMD
Better Artificial Intelligence Stock: Nvidia vs. AMD

Globe and Mail

timea day ago

  • Business
  • Globe and Mail

Better Artificial Intelligence Stock: Nvidia vs. AMD

Even with new export controls cutting off a vital market in China, demand for advanced chips used to power artificial intelligence (AI) infrastructure remains high. While there is a growing market for custom AI chips, the most commonly used chips for running AI workloads are graphics processing units (GPUs). This name stems from the fact that these chips were originally designed to speed up graphics rendering in video games. Due to their powerful processing speeds, GPUs are now used for a variety of high-power computing tasks, such as training large language models (LLMs) and running AI inference. The GPU market is basically a duopoly at this point, headed by Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD). The question many investors ask, though, is: Which stock is the better buy? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » The leader versus the challenger The unquestioned leader in the GPU space is Nvidia, which commands an over 80% market share. Not only is Nvidia larger than AMD, but it's also been growing its data center revenue more quickly. Last quarter, Nvidia grew its data center revenue by 73% to $39.1 billion, while AMD's data center revenue jumped 57% to $3.7 billion. Nvidia's advantage comes from its software platform, CUDA. It launched the free software platform all the way back in 2006 as a way to let developers program its GPUs for different tasks in an effort to expand beyond the video game market. The company pushed the use of the software to universities and research labs, which made it the software program upon which developers were taught to program GPUs. While AMD made some half-hearted efforts with software, it didn't launch a true CUDA competitor until around 10 years later with ROCm. By that time, CUDA had already become the default software used to program GPUs, and ROCm was still behind with less hardware support, limited documentation, and more difficulty to install and use. Meanwhile, Nvidia has since expanded upon its software lead through a collection of AI-specific libraries and tools built on top of CUDA, called CUDA X, which helps bolster the performance of its chips for AI tasks. Ultimately, CUDA has given Nvidia a big network effect advantage. The more CUDA is used, the more tools and libraries are built for it, making Nvidia GPUs all the stickier. While ROCm continues to improve, it still trails CUDA, especially for use in LLM training. However, where AMD has been able to gain more traction is in AI inference. Training AI models is a much more difficult task, which is why Nvidia has dominated this market and where its CUDA advantage really shines through. Inference, on the other hand, is easier, and there is more of a focus on things such as latency, power consumption, and cost. Due to its competitive positioning, AMD's GPUs tend to be less expensive than those from Nvidia, and while its ROCm software trails CUDA, it is generally considered good enough for running most AI inference workloads. The good thing for AMD is that the inference market is eventually expected to become the much larger of the two markets. In fact, some pundits, including venture capitalist and former Facebook executive Chamath Palihapitiya, have said the inference market could be up to 100 times larger than the market for training AI models. But whether the inference market becomes 2 times bigger or 100 times than the training market, AMD could have an opportunity to gain some market share. Which stock is the better buy? When it comes to valuation, both stocks trade in a similar range. Nvidia has a forward price-to-earnings (P/E) ratio of just over 32 times this year's analyst estimates, while AMD is at 28 times. Nvidia, meanwhile, is growing its revenue more quickly. With their valuations similar, the key factor to which stock will outperform in the coming years will largely come down to growth. Nvidia is the clear leader in the GPU space and should continue to see strong growth as the AI infrastructure buildout continues. However, its AI data center revenue is now 10 times that of AMD. so the law of large numbers can come into play. As AI infrastructure begins to shift more toward inference, AMD should have a nice opportunity to take some market share. Nvidia still has the lead in inference, but the gap is narrower compared to training. AMD also doesn't need to take a lot a of share in what could be a rapidly growing market to really make a big difference off its much smaller AI data center revenue base. As such, there is a good possibility it could begin to grow more quickly than the much bigger Nvidia. If that happens, I think its stock will outperform. Ultimately, investors can own both stocks, which is probably a good idea. With AI infrastructure spending still appearing to be in its early days, both should be winners, although I do think AMD has more potential upside. The biggest risk, meanwhile, would be if AI spending unexpectedly starts to slow. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor 's total average return is979% — a market-crushing outperformance compared to171%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy.

Data Center Global Market Landscape 2025-2030: New Tariff Policies Threaten Data Center Construction Costs
Data Center Global Market Landscape 2025-2030: New Tariff Policies Threaten Data Center Construction Costs

Yahoo

time2 days ago

  • Business
  • Yahoo

Data Center Global Market Landscape 2025-2030: New Tariff Policies Threaten Data Center Construction Costs

Key trends include enhanced sustainability through renewable energy, increased demand for AI and 5G technologies, higher rack density, liquid cooling adoption, and innovative construction techniques. Major participants like AWS, Google, and Microsoft are pushing investments globally, particularly in IT infrastructure. Trade tensions and tariffs pose challenges to infrastructure costs. Data Center Market Dublin, June 02, 2025 (GLOBE NEWSWIRE) -- The "Data Center Market Landscape 2025-2030" report has been added to Data Center Market was valued at USD 379.30 Billion in 2024, and is projected to reach USD 627.40 Billion by 2030, rising at a CAGR of 8.75%. The data center market in several regions is experiencing significant growth, driven by a combination of technology advancements, increased digitalization, and government support. In terms of investment United States and China dominate the global data center market, both contributing more than 65% market share in 2024. In the Americas, the United States has contributed the highest market share in terms of investments in 2024, followed by Latin America and Canada. In Europe, Western Europe contributed the largest market share in 2024, followed by Nordic and Central & Eastern Europe. In MEA, the Middle East dominates the data center market in 2024 in terms of investments, followed by Africa. In APAC, China dominated the data center market share in terms of investment in 2024, followed by Southeast Asia, Australia, Japan, India, South Korea, Hong Kong, Taiwan, New Zealand, and the rest of APAC countries. In the SEA region, Malaysia dominated the data center market share in terms of investment in 2024, followed by Singapore, Indonesia, Thailand, the Philippines, Vietnam, and other SEA countries. KEY TRENDS Data Center Operators Enhancing Sustainability The adoption of renewable energy is on the rise across the globe, and it will continue to grow. The data center market is responsible for most of the global electricity consumption, and they have a significant impact on the environment. To reduce their environmental impact, operators in the data center market are powering their facilities with renewable and green energy. The sustainability measures are significantly attracting data center operators to invest in the industry with a growing commitment to environmental responsibility. The adoption of renewable energy and sustainability initiatives should be mandated for data center operators to enhance energy efficiency. As the demand for digital services is rising, the focus on sustainable initiatives should also be raised simultaneously across the world to promote sustainability and reduce greenhouse gases. Adoption of Artificial Intelligence The adoption of artificial intelligence across various industries for enhanced operations has seen significant improvement, and it has also increased demand for computing power and advanced data management. Various servers are required to process huge data as the AI demand is rising and the operation of such huge servers requires increased need for efficient power and as the high rack density generates more amount of heat, to cool this servers advanced cooling infrastructure should be implemented and thus there will be increasing demand for liquid immersion cooling in data centers globally. Such factors are projected to support the data center market growth. 5G Networks Fueling Edge Data Center Deployments The growth in 5G service adoption fuels the growth of edge deployments due to increased connectivity options with established hyperscale data centers. Edge data centers will create a decentralized model of data centers, where multiple edge data centers will be connected to a centralized hyperscale facility. The growth of edge data centers is fueled by 5G deployment, IoT proliferation, and the need for real-time data processing, enabling faster and low-latency performance to support the digital transformation. Increase in Rack Power Density The global data center market is witnessing a significant surge in digital transformation, fueled by advancements in cloud computing, artificial intelligence, and big data analytics. This growth is demanding data centers capable of processing vast data efficiently. The operators are addressing this by increasing rack density. The Uptime Institute's 2024 survey reveals that the average rack density is around 8 kW, driven by high-power server processors and GPU deployments, and some facilities have even deployed rack densities of over 50 kW to 100 kW to support enterprise, colocation, and cloud segments. Deployment of Microgrids in Data Centers Microgrids have the added advantage of minimizing the environmental and public health impact that data centers have on their surroundings. Usually, the data center market relies on diesel generators for backup power, even though these generators are both unreliable and polluting, which can lead to objections from community members against data center construction in their areas. With the installation of microgrid systems, data center facilities can become Distributed Energy Resources (DERs), which can respond to grid conditions in real-time. This enables them to mitigate outages and grid stress. Innovative & Sustainable Construction Technologies There is an increasing focus on sustainable and innovative data center technologies. With the growing awareness of environmental concerns and the need for energy efficiency, operators in the data center market are investing in innovative and sustainable construction techniques for the development of data centers. Schneider Electric, Huawei Technologies, and Vertiv are among the popular companies that claim their facilities can reduce construction and deployment times by almost 40% to 50% compared with traditional data center build methods. The integration of renewable energy sources, advanced cooling systems, and scalable designs is crucial for future developments in the data center industry. Several strategies will be implemented to enhance the effectiveness of data center construction by prioritizing sustainability in the forecast period. Rising Adoption of Liquid Cooling Technologies The increasing demand for data processing and storage has led to a significant rise in the heat generated by IT equipment in data centers. In global data centers, liquid cooling is being adopted as an alternative to address these rising heat challenges in the facilities. Liquid cooling adoption is expected to increase rapidly in global data centers in the upcoming years as data centers are increasingly demanding of it, as this technology offers superior heat management, enhanced performance, and scalability for next-gen technologies. The rising heat management demands in data centers driven by AI and high-performance computing are fueling the adoption of advanced liquid cooling technologies such as direct-to-chip and immersion cooling in data centers, and these investments are expected to increase further in the future. U.S. TARIFF IMPACT ON THE GLOBAL DATA CENTER MARKET The recent tariff war has posed a challenge for data center infrastructure, particularly in sourcing raw materials, as increased import and export taxes are expected to raise overall infrastructure costs. The recent increase in tariffs has started to threaten both the rising cost and lead time of data center construction. Some of the construction-related materials that may be impacted include iron and steel, aluminum, and others that are crucial to data center development. SEGMENTATION INSIGHTS Hyperscale operators such as AWS, Google, Meta, and Microsoft are involved in their respective data center projects across the globe. These operators focus more on the deployment of OCP-scale infrastructure in their data center facilities. This drives the investments for OCP infrastructure across the globe. The global data center market is witnessing more investment in IT infrastructure due to the increasing demand for AI-ready data centers across the globe. IT infrastructure in the data center is expected to grow at a CAGR of 6.24%. AI and HPC workloads operate at a higher density, which makes traditional cooling inadequate. Therefore, data centers are investing in installing liquid cooling techniques in their facilities. Liquid cooling in the data center is expected to grow at a CAGR of 20.86% The use of advanced technologies, such as cloud, IoT, big data, quantum computing, and AI, by businesses is expected to increase the adoption of HPC infrastructure in the coming years across the globe. VENDORS IT Infrastructure Providers Arista Networks Atos Broadcom Cisco Systems DataDirect Networks (DDN) Dell Technologies Extreme Networks Fujitsu Hewlett Packard Enterprise Hitachi Vantara Huawei Technologies IBM Infortrend Technology Inspur Intel Lenovo Micron Technology MiTAC Holdings NEC Corporation NetApp Nimbus Data Oracle Pure Storage QNAP Systems Quanta Cloud Technology Quantum Seagate Technology Silk Synology Western Digital Wiwynn Global Data Center Contractors and Subcontractors AECOM Arup Corgan DPR Construction Fortis Construction Holder Construction Jacobs Mercury RED Engineering Design Syska Hennessy Group Turner Construction Turner & Townsend AtkinsRealis Aurecon Group Basler & Hofmann CAP INGELEC Collen Construction COWI Dornan Engineering and Construction DSCO Group Edarat Group EMCOR Group Ethos Engineering EYP Mission Critical Facilities Fluor Corporation Gensler Gilbane Building Company HDR Architecture HITT Contracting Hoffman Construction ISG Kirby Group Engineering Laing O'Rourke Linesight M+W Group Mortenson Quark Unlimited Engineering Royal HaskoningDHV Skanska Sterling and Wilson Structure Tone Winthrop Technologies Global Support Infrastructure Providers ABB Caterpillar Cummins Delta Electronics Eaton Johnson Controls Rehlko Legrand Rittal Rolls Royce Schneider Electric STULZ Vertiv 3M Airedale Alfa Laval Asetek Assa Abloy Asperitas Bloom Energy Carrier Condair Group CoolIT Systems Cormant Cyber Power Systems Dakin Applied DCX LIQUID COOLING SYSTEMS Enlogic FNT Software Generac Power Systems GIGABYTE Green Revolution Cooling HITEC Power Protection Honeywell Iceotope KyotoCooling LiquidStack Mitsubishi Electric Munters Natron Energy NetZoom Nlyte Software Panduit Pillar Power Systems Siemens Submer Toshiba Trane Technologies Yanmar ZincFive Key Attributes: Report Attribute Details No. of Pages 571 Forecast Period 2024 - 2030 Estimated Market Value (USD) in 2024 $379.3 Billion Forecasted Market Value (USD) by 2030 $627.4 Billion Compound Annual Growth Rate 8.7% Regions Covered Global The report includes the investment in the following areas:Segmentation by Facility Type Hyperscale Data Centers Colocation Data Centers Enterprise Data Centers Segmentation by Infrastructure IT Infrastructure Electrical Infrastructure Mechanical Infrastructure General Construction Segmentation by IT Infrastructure Server Infrastructure Storage Infrastructure Network Infrastructure Segmentation by Electrical Infrastructure UPS Systems Generators Transfer Switches & Switchgear Power Distribution Units Other Electrical Infrastructure Segmentation by Mechanical Infrastructure Cooling Systems Racks Other Mechanical Infrastructure Segmentation by Cooling Systems CRAC & CRAH Units Chiller Units Cooling Towers, Condensers, and Dry Coolers Economizers & Evaporative Coolers Other Cooling Units Segmentation by Cooling Techniques Air-based Liquid-based Segmentation by General Construction Core & Shell Development Installation & Commissioning Services Engineering & Building Design Physical Security Fire Detection & Suppression DCIM Segmentation by Tier Standard Tier I & II Tier III Tier IV Segmentation by Geography North America The U.S. Canada Latin America Brazil Mexico Chile Colombia Argentina Rest of Latin America Western Europe The U.K. Germany France Netherlands Ireland Switzerland Italy Spain Belgium Portugal Greece Other Western European Countries Nordics Sweden Norway Denmark Finland Iceland Central & Eastern Europe Russia Poland Austria Czechia Other Central & Eastern European Countries Middle East UAE Saudi Arabia Israel Oman Qatar Jordan Bahrain Kuwait Other Middle East Countries Africa South Africa Kenya Nigeria Egypt Other African Countries APAC China Hong Kong Australia New Zealand Japan India South Korea Taiwan Rest of APAC Southeast Asia Singapore Indonesia Malaysia Thailand Philippines Vietnam Other Southeast Asia Countries For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Data Center Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Chase the Surge in Nvidia Stock After Q1 Earnings?
Chase the Surge in Nvidia Stock After Q1 Earnings?

Globe and Mail

time5 days ago

  • Business
  • Globe and Mail

Chase the Surge in Nvidia Stock After Q1 Earnings?

Despite reporting mixed Q1 results Wednesday evening, Nvidia NVDA stock has pooped as much as +6% in today's trading session and had retaken the top spot as the market's most valuable company ahead of Microsoft MSFT. Briefly hitting a market cap of $3.44 trillion, Nvidia's superior Blackwell series GPUs have powered its data center growth and AI factory build-outs, which are driving significant revenue for the chip giant. That said, let's see if the surge in NVDA will continue or if there are still better buying opportunities ahead. Nvidia's Q1 Results Enduring what it called a challenging operating environment, Nvidia's Q1 sales of $44.06 billion topped estimates of $42.91 billion and soared 69% from $26.04 billion a year ago. Data Center revenue was the main contributor, increasing 73% year over year to $39 billion. However, Q1 EPS of $0.81 missed expectations of $0.85 despite spiking 33% from $0.61 a share in the prior period. Nvidia has surpassed sales estimates for a remarkable 25 consecutive quarters and his exceeded earnings expectations in three of its last four quarterly reports with an average EPS surprise of 3.87%. H20 Headwinds Watering down Nvidia's bottom line was the U.S. government's export controls on its H20 data center GPU, which is designed specifically for the market in China. While Nvidia was previously able to sell its H20 AI chips to China with no restraints, the Trump administration now requires a license to do so, leading to a $4.5 billion charge due to excess inventory and purchase obligations. Nvidia hasn't publicly disclosed the exact cost of obtaining the license, but CEO Jensen Huang has criticized the export controls, stating they will weaken the U.S. chip industry and unintentionally strengthen Chinese competitors. Notably, Huang sees Huawei Technologies as a formidable AI rival and has pointed out that Tencent Holdings TCEHY and other major Chinese tech companies are shifting toward domestic alternatives to power their AI endeavors due to restrictions on U.S. chip exports. Nvidia's Revenue Guidance For the second quarter, Nvidia expects Q2 sales to be $45 billion, plus or minus 2%. This falls within range of the current Zacks Consensus of $45.29 billion or 51% growth (Current Qtr below), and includes a projected loss in H20 revenue of approximately $8 billion. Based on Zacks' estimates, Nvidia's total sales are expected to increase 49% in its current fiscal year 2026 to $194.7 billion from $130.5 billion in FY25. Furthermore, FY27 sales are projected to rise another 24%. Conclusion & Final Thoughts For now, Nvidia stock lands a Zacks Rank #3 (Hold). Seeing as NVDA has rallied nearly +30% in the last month, there could be better buying opportunities ahead, especially considering export headwinds to China. Although Nvidia's data center growth is very appealing to investors, Jensen Huang has reiterated, that as one of the world's leading AI markets, China will be crucial to its global success, stating the platform that wins China is positioned to lead globally. Zacks' Research Chief Names "Stock Most Likely to Double" Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest. This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up NVIDIA Corporation (NVDA): Free Stock Analysis Report

Nvidia Posts $44.1 Billion in Q1 Revenue, Topping Estimates and Lifting Shares
Nvidia Posts $44.1 Billion in Q1 Revenue, Topping Estimates and Lifting Shares

Yahoo

time5 days ago

  • Business
  • Yahoo

Nvidia Posts $44.1 Billion in Q1 Revenue, Topping Estimates and Lifting Shares

Nvidia (NVDA, Financials) reported fiscal Q1 2026 revenue of $44.1 billion, up 12% sequentially and 69% year over year, beating analyst expectations and sending shares higher on Wednesday. Data center revenue soared 73% to $39.1 billion. Despite a $4.5 billion charge linked to unsold H20 inventory after U.S. export restrictions to China, non-GAAP earnings per share landed at $0.81, or $0.96 when excluding the impact. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Gross margin came in at 60.5% on a GAAP basis, significantly down from 78.4% a year earlier. Nvidia noted it was unable to ship $2.5 billion worth of H20 product due to the licensing change. The company guided Q2 revenue to $45 billion, plus or minus 2%, even as it anticipates an $8 billion loss in H20-related sales. Nvidia expects to restore gross margins to the mid-70% range by year-end. CEO Jensen Huang emphasized the global expansion of Nvidia's AI infrastructure, with key developments in Saudi Arabia, the UAE, Japan and the U.S. He said AI token generation has grown tenfold over the past year, underlining AI's shift to essential global infrastructure. This article first appeared on GuruFocus.

AI Giant NVIDIA Set to Release Earnings: Expectations for the Stock
AI Giant NVIDIA Set to Release Earnings: Expectations for the Stock

Globe and Mail

time6 days ago

  • Business
  • Globe and Mail

AI Giant NVIDIA Set to Release Earnings: Expectations for the Stock

The 2025 Q1 earnings season is slowly grinding to a halt, with the bulk of S&P 500 companies already delivering their quarterly results. The period has so far been primarily positive, although commentary about the upcoming periods amid recent tariff talks has been the driving force behind post-earnings reactions. And looming large this week is beloved NVIDIA NVDA, whose recent success has been fueled by the unrelenting AI frenzy. Shares have taken a breather in 2025 so far, barely in the green and nearly matching the S&P 500's performance. The DeepSeek news in early January really threw the market into a tantrum, partly explaining the muted performance in 2025 so far. But we've since learned that many companies remain committed to big CapEx plans concerning their AI infrastructure buildouts, a key development to keep in mind. Let's take a closer look at what to expect from the tech titan. Nvidia EPS Expectations Analysts have lowered their EPS expectations for the quarter to be reported over recent months, with the current $0.85 Zacks Consensus EPS estimate down 7% since March, suggesting 40% year-over-year growth. Top line revisions have largely remained stable, with the AI favorite expected to see 63% higher sales year-over-year. The growth rates here are undoubtedly impressive, underpinned by red-hot demand stemming from its Data Center products. The Zacks Consensus estimate for Data Center sales presently stands at $38.5 billion, 70% higher than year-ago sales of $22.6 billion. The company has exceeded our consensus expectations handily regarding its Data Center results over recent periods, achieving six consecutive positive beats. Below is a chart illustrating NVDA's Data Center sales on a quarterly basis. Unsurprisingly, commentary surrounding China will be critical, likely dictating the post-earnings reaction. For a quick refresher, the Trump administration imposed export limits on Nvidia's H20 chip in April, which is expected to cost the company $5.5 billion in charges. But while the China picture may be a bit cloudy, other positive developments from other countries have emerged, including NVIDIA's recent deal with the Kingdom of Saudi Arabia (KSA). More specifically, HUMAIN, a subsidiary of Saudi Arabia's Public Investment Fund focused on AI, is making a major investment to build AI factories in KSA with a projected capacity of up to 500 megawatts powered by several hundred thousand of NVIDIA's most advanced GPUs over the next five years. 'This partnership with NVIDIA reflects SDAIA's commitment to harnessing and advancing the potential of data and AI through continuous innovation,' said H.E. Dr. Abdullah bin Sharaf Alghamdi, president of the SDAIA. 'It marks a significant step toward positioning the Kingdom as a leader among data- and AI-driven economies, and in building a knowledge-based society and an advanced digital economy aligned with the objectives of Saudi Vision 2030.' Simply put, everybody wants to get their hands on NVIDIA's GPUs. China remains critical, but the recent deals demonstrate that the company can easily generate additional avenues of growth even when faced with restrictions. Below is a chart illustrating NVIDIA's red-hot sales growth on a quarterly basis. Concerning the valuation picture, NVDA shares presently trade at a 28.8X forward 12-month earnings multiple, nearly half of the 50.1X five-year median and a fraction of 106.3X five-year highs. Unprecedented growth has kept valuation multiples muted, with the stock now trading at a 35% premium relative to the S&P 500, down from steep highs of 178% in 2024. Bottom Line: What to Watch for NVDA Stock NVIDIA's NVDA upcoming release will help cap off the Q1 reporting cycle, reflecting the most important release yet to come. Analysts have been bearish concerning the EPS outlook given profitability concerns stemming from tariff talks, but sales expectations have largely remained stable. Investors will, of course, be laser-focused on the Data Center results, which have been the driving force behind the stock's immense success over recent years. The forecasted YoY growth rate for Data Center results does reflect a deceleration from recent periods but otherwise remains robust. The China issue will also be at the forefront, given recent tariff talks, likely the most impactful force concerning the stock's post-earnings movement. However, recent deals with other countries bode well for the tech titan, reflecting its ability to generate avenues of growth amid tighter conditions. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >>

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