NVDA NVIDIA Corporation

NVIDIA Announces Omniverse Open Beta, Letting Designers Collaborate in Real Time — from Home or Around the World

NVIDIA Announces Omniverse Open Beta, Letting Designers Collaborate in Real Time — from Home or Around the World
EN
05/10/2020

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Reports on NVIDIA Corporation

Daniel Ives ... (+2)
  • Daniel Ives
  • Steven Wahrhaftig

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

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

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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