NVIDIA Corp engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU), Tegra Processor, and All Other. The GPU segment comprises of product brands, which aims specialized markets including GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users. The Tegra Processor segment integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for consoles and mobile gaming and entertainment devices. The All Other segment refers to the stock-based compensation expense, corporate infrastructure and support costs, acquisition-related costs, legal settlement costs, and other non-recurring charges. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in January 1993 and is headquartered in Santa Clara, CA.
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The company is riding a wave of AI-related hype – as investors believe it could stimulate sale of its GPUs.
The US chipmaker’s stock sits at an all-time high after adding roughly $200bn to its valuation overnight on a revenue forecast far ahead of consensus.
Nvidia’s sales could suffer from proposed restrictions on US companies trading with Huawei.
Wall Street cheered a slight beat in quarterly financial results boosted by AI chip sales.
Dwindling demand could mean there’s a difficult road ahead for the semiconductor industry.
Biden adds to the woes of semiconductor brands with a sweeping set of export controls that look to increase competition with China.
Regulatory restrictions are putting a crimp in Nvidia’s style while one of its old acquaintances causes trouble in chip-land.
Nvidia perhaps needs to remind itself of the phrase “underpromise and overdeliver” as the chip maker misses even its own lowered forecast.
You know when you’ve got bad news for someone and you can’t think of anything else until you get it off your chest? Yeah well, so does Nvidia.
When the chips are down, it looks like positive earnings reports mean nada.
Turns out Nvidia has been keeping its crypto gainz far too low-key for the SEC, which hands the chipmaker a hefty fine.
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