NVDA
NVIDIA Corporation
About NVIDIA Corporation
NVIDIA is the world's leading designer of graphics processing units (GPUs) and system-on-chip units. Originally focused on gaming graphics, NVIDIA has become the dominant provider of AI training and inference chips, powering most major AI systems including ChatGPT. The company's data center business has exploded with the AI boom, making it one of the most valuable companies in the world. NVIDIA also provides chips for automotive, robotics, and scientific computing.
Analyst Coverage
All posts about NVDA from our FinTwit analysts
AJ“China still can't make anything close to an H200. Nvidia remains miles ahead in AI infrastructure.”
AJ“Blackwell ramp accelerating. Every hyperscaler increasing orders. Supply still the only constraint — that's bullish.”
AJ“Adding more NVDA here. The dip from DeepSeek fears is overblown — open source AI needs MORE compute, not less.”
AJ“Implied Price Corridors Analysis: NVDA guidance appears mispriced, 2027 outlook is too pessimistic.”