Latest news with #NvidiaCorp
Globe and Mail
a day ago
- Business
- Globe and Mail
Could AMD Finally Challenge Nvidia With Its MI400 AI Chips?
Advanced Micro Devices (NASDAQ: AMD) has built a sizable AI accelerator business over the past few years, but it's a drop in the bucket compared with market leader Nvidia (NASDAQ: NVDA). While Nvidia's data center segment generated more than $39 billion in revenue during the most recent quarter alone, AMD managed just $5 billion in AI accelerator revenue in all of 2024. AMD's latest Instinct MI350X and MI355X graphics processing units (GPUs) are powerful, delivering four times the AI compute performance and 35 times the AI inferencing performance compared to the company's last-generation products. However, specifications and performance are in line with Nvidia's latest Blackwell-based GPUs. AMD's chips feature 288 GB of HBM3E memory and 8 terabytes per second (TB/s) of memory bandwidth, the same as Nvidia's GB300 Superchip. Raw compute performance across different types of operations is also similar to Nvidia's latest. While AMD's MI350X and MI355X are capable AI accelerators, they fail to leapfrog Nvidia. Upping the ante In 2026, AMD will release its next-generation MI400 series AI accelerators. The company claims that the flagship MI400X will be 10 times more powerful than the MI300X, an enormous leap in just a few years. The chips will feature up to 432 GB of HBM4 memory, 19.6 TB/s memory bandwidth, and significant increases in raw computing performance. Of course, Nvidia won't be sitting still. Nvidia's Vera Rubin chips are expected to ship in the second half of 2026, bringing significant performance gains over Blackwell. The initial Rubin AI accelerator will keep memory per GPU at 288 GB but up the bandwidth to 13 TB/s, while Rubin Ultra in the second half of 2027 pile on additional memory and bandwidth. Rubin is expected to more than triple compute performance over its predecessor. While companies' claims about the performance of future products should be taken with a grain of salt, AMD's MI400X looks like it will be a solid contender when it launches in 2026. It should beat Nvidia's current generation of products handily in terms of performance, although Nvidia's next-gen Rubin chips may ultimately win out. One advantage AMD will have is memory, with the MI400X set to offer more capacity and bandwidth than Rubin. For certain types of workloads, that will be appealing. In addition to MI400 family, AMD is planning to launch a new rack-scale AI solution called Helios in 2026. Helios will feature up to 72 MI400 GPUs, Venice EPYC server CPUs with up to 256 cores, and AMD's next-generation Vulcano AI network interface card to enable fast data transfer in high-density clusters. Rack-scale solutions are becoming more popular among AI infrastructure companies as they face challenges building out large enough clusters to handle the latest AI models, and Helios should be a compelling option when it launches. Nvidia will still be tough to beat While AMD will have far more powerful AI accelerators and a new rack-scale AI solution in 2026, Nvidia will probably remain the overwhelming market leader. Not only is Nvidia's hardware powerful, but the company's CUDA software ecosystem provides a critical competitive advantage. AMD is attempting to build out its own ecosystem with ROCm, and the latest version brings increased performance and new features to the platform. However, AMD continues to fight an uphill battle. AMD sees the market for AI chips reaching $500 billion by 2028. With annual AI accelerator revenue at just $5 billion for 2024, the company doesn't need to beat Nvidia to vastly grow its AI chip business over the next few years. More powerful AI chips will help, as will a more fleshed-out rack-scale solution that should appeal to the largest customers of AI accelerators. With the MI400 series and Helios slated for 2026, AMD is positioned to grow its AI-related revenue substantially over the next few years. But just like in the gaming GPU business, the company is almost certain to remain in a distant second place behind Nvidia. Should you invest $1,000 in Advanced Micro Devices right now? Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor 's total average return is995% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Globe and Mail
3 days ago
- Business
- Globe and Mail
Think It's Too Late to Buy Nvidia Stock? Here's the Biggest Reason Why There's Still Time.
Nvidia 's (NASDAQ: NVDA) stock price growth has slowed in 2025 (it's up only 8% so far), but it continues to beat the market, which is up only 2.1%. Earlier in the year, investors following Nvidia expressed concerns about multiple issues, including a new Chinese artificial intelligence (AI) model that worked using less-expensive (and fewer) chips to process its calculations, as well as changing regulatory policies that could curtail Nvidia's exports to China. Nvidia remains one of the hottest stocks on the market, and even though it's up roughly 1,470% over the past five years, it's not too late to buy. Here's why. The opportunity is exploding Nvidia stock was a winner even before generative AI took off when ChatGPT launched at the end of 2022. It was already successful due to its high-powered graphics processing units (GPUs) that were needed for gaming as well as cryptocurrency mining, but it wasn't so well-known outside of those industries. It's now skyrocketing because generative AI needs powerful GPUs, too, and Nvidia is the leader. With nearly every large tech company in the race to release competitive AI platforms, Nvidia's business has been on fire. This growing demand is expected to continue, largely because Nvidia's products are capable and versatile. New opportunities continue to pop up in AI, including with data centers. These AI companies need tons of power for AI's computational needs, and they need data centers to manage that workload. Nvidia's revenue increased 69% year over year in the fiscal 2026 first quarter (ended April 27), and data center segment revenue outpaced it, increasing 73%. The data center opportunity will keep growing along with AI. According to Fortune Business Insights, the data center market was $243 billion in 2024, and it's expected to increase at a compound annual growth rate (CAGR) of 11.7% through 2032, reaching $585 billion. This is just the beginning for AI, and Nvidia is well-positioned to tap into that high growth. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $658,297!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,386!* Now, it's worth noting Stock Advisor 's total average return is995% — a market-crushing outperformance compared to173%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Yahoo
3 days ago
- Business
- Yahoo
Nvidia (NVDA) Continues to Fire on All Cylinders
Nvidia Corp. (NASDAQ:NVDA) is one of the 10 best growth stocks to buy according to billionaires. Today, Nvidia's dominance in powering data centers and AI infrastructure is virtually uncontested. The demand for its GPUs not only boosted the growth of AI-driven applications but also led to tremendous growth for the company. In fiscal year 2021, the Gaming segment accounted for approximately 50% of total revenue. Over the next four years, the Data Center business surpassed it, accounting for around 89% of total revenue, while Gaming's contribution declined to around 9% by 2025. At its recently concluded GTC conference in Paris, the company highlighted its collaboration with European telecommunications companies, cloud service providers, and supercomputing centres in building AI infrastructure in the region. This accelerated investment by the EU is also expected to include building 20 AI Factories, among which 5 are Gigafactories. Therefore, Nvidia is expected to continue running at full speed. While the stock seems to be taking a breather in 2025 after the 170% surge in 2024, the majority of the street remains bullish, with the consensus 1-year median price target still indicating over 20% upside. Among the bullish voices is Oppenheimer analyst Rick Schafer, who on June 15, reiterated a Buy rating on Nvidia with an unchanged price target of $175. Before that, on June 12, DBS analyst Fang Boon Foo reiterated a Buy rating on Nvidia Corp. (NASDAQ:NVDA) but revised the price target to $160 from $175. The analyst highlighted that Nvidia's recent partnership with Mistral AI, a French company, and its expansion plans in Europe support Nvidia's solid market position. Although he lowered the price target, the analyst still sees strong growth potential for Nvidia, and cited healthy demand, solid margins, and a strong capital spending cycle across major tech firms as key drivers for the stock's long-term performance. Nvidia Corp. (NASDAQ:NVDA) is a leading innovator in the design and production of graphics processing units (GPUs), system-on-a-chip (SoC) solutions, and AI-driven hardware and software. The company's GPUs are used in gaming, high-performance computing, AI training, and inference and serve as the backbone of data center infrastructure worldwide. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
3 days ago
- Business
- Yahoo
Nvidia (NVDA) Continues to Fire on All Cylinders
Nvidia Corp. (NASDAQ:NVDA) is one of the 10 best growth stocks to buy according to billionaires. Today, Nvidia's dominance in powering data centers and AI infrastructure is virtually uncontested. The demand for its GPUs not only boosted the growth of AI-driven applications but also led to tremendous growth for the company. In fiscal year 2021, the Gaming segment accounted for approximately 50% of total revenue. Over the next four years, the Data Center business surpassed it, accounting for around 89% of total revenue, while Gaming's contribution declined to around 9% by 2025. At its recently concluded GTC conference in Paris, the company highlighted its collaboration with European telecommunications companies, cloud service providers, and supercomputing centres in building AI infrastructure in the region. This accelerated investment by the EU is also expected to include building 20 AI Factories, among which 5 are Gigafactories. Therefore, Nvidia is expected to continue running at full speed. While the stock seems to be taking a breather in 2025 after the 170% surge in 2024, the majority of the street remains bullish, with the consensus 1-year median price target still indicating over 20% upside. Among the bullish voices is Oppenheimer analyst Rick Schafer, who on June 15, reiterated a Buy rating on Nvidia with an unchanged price target of $175. Before that, on June 12, DBS analyst Fang Boon Foo reiterated a Buy rating on Nvidia Corp. (NASDAQ:NVDA) but revised the price target to $160 from $175. The analyst highlighted that Nvidia's recent partnership with Mistral AI, a French company, and its expansion plans in Europe support Nvidia's solid market position. Although he lowered the price target, the analyst still sees strong growth potential for Nvidia, and cited healthy demand, solid margins, and a strong capital spending cycle across major tech firms as key drivers for the stock's long-term performance. Nvidia Corp. (NASDAQ:NVDA) is a leading innovator in the design and production of graphics processing units (GPUs), system-on-a-chip (SoC) solutions, and AI-driven hardware and software. The company's GPUs are used in gaming, high-performance computing, AI training, and inference and serve as the backbone of data center infrastructure worldwide. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Is Nvidia Stock Your Ticket to Becoming a Millionaire?
Nvidia shares have soared in the triple digits over the past few years, and the company has delivered massive gains in revenue too. The tech giant faces certain challenges today, such as export controls to China, and investors have worried about the pace of growth. Still, Nvidia plays a key role in the high-growth AI market. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) stock has skyrocketed over the past few years, advancing an eye-popping 800% over three years, thanks to the company's role in the artificial intelligence (AI) boom. As the world's top AI chip designer, it's generated record revenue -- surpassing $130 billion in the latest fiscal year -- and investors have piled into this exciting growth story. Now, though, as Nvidia's quarterly revenue has transitioned to double-digit growth from triple-digit, investors have been wondering if the stock will keep up its momentum. On top of that, the company faces one key challenge at the moment: U.S. controls on chip exports to China, a significant market for Nvidia. Still, the global AI market has bright days ahead, with analysts forecasting a compound annual growth rate in the double-digits to reach more than $2 trillion over the next several years. Nvidia, as the chip leader, is perfectly positioned to benefit in this environment. Does that make Nvidia your ticket to becoming a millionaire? Let's find out. First, let's take a glance into the past and catch up on the fast-paced Nvidia story so far. This company, founded more than 30 years ago by current chief Jensen Huang, in its early days served the gaming market with its graphics processing units (GPUs). These powerful chips, with the ability to simultaneously process many tasks, soon emerged as a great tool for other industries. And in recent years, they showed their strengths in AI -- and became the key to developing powerful large language models in a highly efficient manner. All of this has translated into revenue growth for the company and a high level of profitability on sales, with gross margin exceeding 70% quarter after quarter. As mentioned, what's disturbed this high-growth story in recent times has been concerns about Nvidia's future in China. The U.S. a few years ago established export controls on GPUs to be shipped to China and most recently even halted sales of the GPUs Nvidia designed specifically with these controls in mind. Another concern over the past several weeks is the U.S. plan to establish import tariffs. Right now, electronics are generally excluded, but the Trump Administration says a tariff plan for these items is on the way. Now let's consider Nvidia's longer-term prospects. The China and general export situation remain challenges, but Nvidia also has been quick to take action. For example, the company has launched investments into U.S. manufacturing to reduce its reliance on exports, and two factories should ramp up in the coming 12 to 15 months, Nvidia recently said. These investments and a lack of sales in the Chinese market could weigh on growth, but considering Nvidia's market leadership and the fact that the U.S. is the company's biggest market, I think this impact will be limited. It's also important to note that Nvidia's shift to double-digit growth from triple-digit is normal as sales have reached extremely high levels. It's much easier to generate triple-digit growth when quarterly revenue is low. With all of this in mind, is Nvidia your ticket to becoming a millionaire? Right now, you can get in on Nvidia for a reasonable price as the stock trades for 33 times forward earnings estimates, lower than a few months ago, and revenue continues to soar. The stock makes a great buy for any investor who wants to bet on the AI revolution, as Nvidia is positioned to play a critical role through every chapter of development and as AI is put to use. Still, I wouldn't count on Nvidia, on its own, to make you a millionaire. An example illustrates my point: If you invest $10,000 in the stock today, and it climbs 800% in the coming years as it did over the past three, the value of your investment would be $90,000. That's fantastic, but far from $1 million. Here's some good news though: Nvidia could play a valuable role as you travel on the path to wealth. If you invest in this top tech player along with a diversified group of quality stocks and hold on to them for a number of years, you could end up with a million-dollar portfolio over the long run. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $870,207!* Now, it's worth noting Stock Advisor's total average return is 988% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Is Nvidia Stock Your Ticket to Becoming a Millionaire? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
