Xyoo tsis ntev los no txhua yam zoo li plooj rau hauv ib qho rau Nvidia (NVDA) Cov thiab qhov ntawd tsis yog qhov phem. Thaum lub macro ib puag ncig hloov ntawm ib qho kev sib tw mus rau lwm qhov, lub nti loj heev tau dhau los ntawm lub zog mus rau lub zog, tsis hais qhov kev hloov pauv tas li.
Ua raws li kev sib tham nrog CFO Colette Kress lub lim tiam no 24th Ib Xyoo Needham Lub Rooj Sib Tham Txog Kev Loj Hlob, tus kws tshuaj xyuas ruaj khov Rajvindra Gil pom cov tsav tsheb loj hlob txaus kom muaj zog.
Hauv Gaming - Nvidia tus neeg ua lag luam tseem ceeb - Gaming GPUs txuas ntxiv pom qhov kev thov muaj zog. Txog tam sim no, ntawm 250 lab thoob ntiaj teb GeForce tau teeb tsa hauv paus, tsuas yog 25% tau hloov kho mus rau tam sim no lossis yav dhau los tiam ntawm cov txheej txheem, uas muaj RTX (ray tracing). Ntau qhov kev ua si nrov tam sim no siv cov txheej txheem ua duab kos duab no thiab qhov kev cia siab ntawm kev siv ntau dua txhais tau tias "kev hloov pauv tseem ceeb ua ntej."
Ib yam li ntawd, hauv Data Center, tsuas yog ~ 10% ntawm cov servers tau xav tias yog GPU nrawm - uas yog 90% tseem yog CPU-based. Raws li kev siv ntawm Machine Learning thiab AI txuas ntxiv mus, Gill xav kom Data Center "tsav kev loj hlob yav tom ntej."
Cov no yog Nvidia ob ntu tseem ceeb tam sim no tab sis hauv Automotive, 3rd txoj kev loj hlob tuaj yeem qhib tau, nrog kev siv AI dav (ob leeg rau kev tsav tsheb thiab kev pab lub suab) xav kom "kev thov roj" rau GPU- acceleration.
Tseem muaj lub zeem muag tshiab ntawm $ 100 nphom + TAM nrog rau qhov tshwm sim ntawm Omniverse 3D virtual ntiaj teb - suav nrog kev sib xyaw ntawm software, kho vajtse thiab cov kev pabcuam nyiaj tau los.
Qhov tseeb, lub tuam txhab tau piv txoj hauv kev los ntawm kev muag cov chips ntshiab los ua tus muab kev pabcuam thiab cov platforms, suav nrog "kev sib txawv ntau dua, cov tswv lag luam." Cov khoom lag luam nplua nuj no yog tom qab kev txhim kho hauv Non-GAAP cov paj tau paj tag nrho mus rau ib puag ncig 67% ntau nyob rau ob peb lub hlis dhau los thiab Gill pom "cov levers ntxiv ntawm sab software kom tsav nws siab dua."
Lub tuam txhab kuj tseem nyob rau hauv qhov kev khib ntawm qhov kev thov "dhau cov khoom siv," txawm hais tias Gill tau lees paub CFO tau muab "lub suab nrov txog lub peev xwm rau qhov tsis txaus ntseeg no los txhim kho nyob rau ib nrab xyoo 2022."
Txog rau qhov kawg no, Gill tus nqi NVDA Kev Yuav, thaum lub hom phiaj $ 400 tus nqi qhia pom tias muaj chaw rau ~ 51% kev loj hlob nyob rau 12 lub hlis tom ntej. (Saib xyuas Gill cov ntaub ntawv taug qab, nias ntawm no)
Gill yog ib qho ntawm ntau NVDA bulls ntawm Phab ntsa Street; Cov khoom lag luam Strong Buy consensus rating is based on 24 Buys vs 2 Holds. Ntawm $359.17, tus nqi nruab nrab lub hom phiaj qhia txog kev txaus siab ntawm 35% xyoo tom ntej. (Saib Nvidia Tshuag forecast ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau tech stocks ua lag luam ntawm cov neeg nyiam nqi, mus saib TipRanks 'Cov Khoom Zoo Tshaj Plaws los yuav, ib qho khoom siv tshiab tshaj tawm uas ua ke tag nrho ntawm TipRanks' kev nkag siab sib npaug.
Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/nvidia-multiple-reasons-expect-more-020236722.html