NVDA NVIDIA Corporation

Global Technology Leaders Adopt NVIDIA EGX Edge AI Platform to Infuse Intelligence at the Edge of Every Business

Global Technology Leaders Adopt NVIDIA EGX Edge AI Platform to Infuse Intelligence at the Edge of Every Business
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05/10/2020

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NVDANVIDIA Corporation

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Navigating Choppy Waters Amid Difficult Backdrop; Initiate NEUTRAL

Key CatalystsReaccelerating growth across core verticalsExpanding its pipeline of 9-figure contracts; accelerate conversion of large-scale dealsNextGen program providing AI uplift to bottom-line estimatesM&A pipeline set to drive revenue upside; unsure of current pipeline of dealsCognizant is a

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Daily Views on Tech Headlines | Memory, INTC, SMCI, Quantum

Our conversations to date suggest (at least in the near-term) that the March news that certain SMCI employees had conspired to ship significant dollars of servers to China is not having a significant impact on operations. At the same time, we still see a probability that customers, suppliers, and/o

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