Nvidia Reiterates Ambitious Market Opportunities at Analyst Day; Shares Remain Materially Overvalued
On Wednesday, May 10, Nvidia held its annual investor day at which management outlined its expectations for the firm’s bevy of end-markets. Gaming should continue to be the linchpin for the firm as its largest source of revenue, though we think recent growth rates will be difficult to replicate due to saturation and lengthening replacement cycles. Although we agree with the addressable market opportunity for deep learning training/inference and autonomous driving provided by management, we belie...NVIDIA engages in graphics processing unit (GPU)-based visual computing and accelerated computing platforms. The company has two segments, GPU and Tegra Processor, which are based on a single underlying architecture. The company's GPU product brands are aimed at markets including GeForce for gamers; Quadro for designers; Tesla and DGX for artificial intelligence data scientists and big data researchers; and GRID for cloud-based visual computing users. The company's Tegra brand integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for game consoles and mobile gaming and entertainment devices.
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