I will try to read the following content, and then look into more carefully.
Nvidia 1999 - 200 times more
2015 I visited Milipitas, and met a few engineers working for Nvidia - but I did not invest in Nvidia stock at all.
AMD - 50 times more
Ampere graphics cards
This is an indicator of NVIDIA's pricing power in the GPU market, which has allowed it to raise the bar in recent times. Don't be surprised to see NVIDIA maintain this strategy, as it is reportedly on the verge of launching its next-generation Ampere graphics cards.
The Ampere GPUs could deliver a nice bump in performance and power efficiency because they are expected to be based on a 7-nanometer manufacturing process, versus Turing's 12-nanometer architecture. Earlier this year, Taipei Times (via Tom's Hardware) reported that the Ampere cards could be 50% faster than Turing-based cards and slash power consumption in half.
Now, AMD had beaten NVIDIA to the 7-nanometer platform and reaped the benefits, as its recent market share gains tell us. But NVIDIA is all set to close that gap: Recent reports suggest that its Ampere consumer cards are expected to go into mass production in August.
So it appears NVIDIA's video gaming segment -- which produced 43% of its total revenue in the fiscal first quarter thanks to annual top-line growth of 27% -- could grow at a faster pace over the next few quarters due to the tailwinds discussed above. That makes it one of the top stocks to take advantage of the video gaming industry's growth.
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