Nvidia Corp's stock performance has been challenged by the trade war with China, leading to low valuations amid market uncertainty. Despite bearish sentiments, there's optimism for a potential stock rebound as fears over tariffs and macroeconomic conditions improve. The company dominates the AI accelerator market with a significant share due to its advanced technology, positioning it well for future growth. Key drivers for Nvidia include its AI infrastructure leadership and a remarkable increase in data center revenues, suggesting strong market presence heading toward 2030.
Nvidia controls an estimated 80% of the AI accelerator market through its H100/H200 GPUs and CUDA software ecosystem, allowing it to dominate the industry.
The trade war with China has been tough on Nvidia Corp investors, with shares hitting a year-to-date low below $87 during economic uncertainties.
Despite bearish market sentiments, some investors remain optimistic about Nvidia potentially revisiting all-time highs if tariff fears dissipate and macro data improves.
Nvidia's data center revenue surged from $4.3 billion in Q1 2023 to over $35.6 billion in Q4 2024, highlighting its significant market leadership.
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