Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Sunday, December 1, 2024

NVIDIA Valuation On The Current AI Hype

 


NVIDIA Corp, the AI GPUs computer chips manufacturer could end up being worth 7 trillion USD in market capitalization in view of the current artificial intelligence, AI hype, according to Wolfteam Ltd.'s projections and estimates.

The demand for NVIDIA's AI computer and server chips seems insatiable. Artificial intelligence, AI calculations require ever increasing huge amounts of computer super power coupled with tremendous energy requirements. And NVIDIA seems up to the challenge to innovate, increase the number of transistors in the computer chips it produces to be in line with the huge and ever growing demand. Currently

In the last five quarters NVIDIA's has grown its revenue with 140 % year in year on average. This is a nascent, small, possibly changing the world technology startup type of growth. That is why NVIDIA sports such lofty Price/Earnings ratio of 54.47 and Price/Sales ratio of 30. Because NVIDA seems the only computer chips production company on the market, currently, able to innovate fast enough and produce the AI computer and server chips with the required super power, NVIDIA is able to charge hefty prices and thus achieve super high net profit margin of 53 % in the last five rolling quarter.

So NVDIA's profitability in tandem with its high revenue growth determines NVIDIA's high valuation multiples and stunning, world leading market capitalization of 3.35 trillion USDs.

NVIDIA, if it continues to innovate so fast and ride the current AI boom could even surpass 10 trillion USDs of market capitalization as long as the artificial intelligence, AI boom continues. If for some binary event, government intervention, whatever the AI booms suddenly stops NVIDIA's market capitalization could fall below 1 trillion USDs in a matter of months, in Wolfteam Ltd.'s view.


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