On February 6, Nvidia’s US stock market rose more than 2%before the market, and the stock price exceeded $ 700/share, renewing a record high.This also made Nvidia’s total market value exceeding US $ 1.7 trillion (about 1.223 trillion yuan), surpassing the sum of market value of several companies in Intel, AMD, Qualcomm, and Broadcom.
Some analysts pointed out that with the development of AI technology such as ChatGPT, the sales of Nvidia GPUs will continue to increase, and even double the performance.Goldman Sachs analyst Toshiya Hari adjusted Nvidia’s target price from $ 625 to $ 800, which is more than 21%of the current stock price level.Hari pointed out that the investment in the construction of AI infrastructure, including governments and technology giants, will further promote Nvidia’s revenue, raising an average of 22%of the annual profit expectations of 2025-2026.
With the increase of artificial intelligence research and development and applications, the demand for high -performance GPUs such as Nvidia H100 and A100 has also increased significantly. Many companies purchased large -amount, and Nvida’s high -performance GPUs were also in short supply.According to foreign media reports, last year, it has ordered 16,000 H100 Indian data centers and server operators YOTTA from Nvidia, and will order 16,000 GPUs from Nvidia.
It is reported that YOTTA’s new GPU purchasing order continues until March next year. In addition to H100, there will be H200, and the order amount is expected to be around $ 500 million, which is equivalent to last year’s order amount.It is also mentioned in the report that the price of Nivine H100 in 2022 has exceeded $ 30,000. In the case of purchasing some higher -priced H200, more than 10,000 dollars can also be purchased by $ 500 million.
YOTTA is not the only Indian company that has reached a transaction with Nvidia recently.At the moment when India was blocked by chips, India seemed to be the "new treasure" of artificial intelligence.In September last year, Nvidia announced a partnership with India’s Reliance Industries and Tata Group.Surat Wealth Management
Both companies are very huge, and Xinshi Industrial Corporation is in the fields of energy production, finance, biotechnology, and telecommunications.The same is true of Tata Group. The main areas include communication and information technology, engineering, materials, services, services, energy, consumer products and chemical products.
After "launching" with India, the founder and CEO Huang Renxun of Nvidda said: "I think this (India) will become one of the largest artificial intelligence markets in the world." It undoubtedIn the case, Nvidia’s future investment in the Indian market will only become larger and larger.
In terms of Indian markets, according to industry insiders, Nvidia’s terminal product of AI chip H20 has been acceptable to China.Product forms include calculating cards and servers equipped with 8 H20 computing cards.Some dealers said that the price of 8 H20 computing cards took the goods price of more than 1.5 million yuan.Many dealers believe that the price is a bit "virtual", so it has not decided whether to buy.
From a performance point of view, Nvidia H20 performance is about one -sixth of H100, but the price does not significantly decrease, so the cost performance is not high.Another dealer revealed that the price of the H20 computing card is not fixed and will float within a certain rangeKolkata Investment. At present, Nvidia tends to sell the entire server system.Guoabong Wealth Management
H20 is a "special supply" version launched by Nvidia for the Indian market, in order to meet the new regulations for export control in the United States.On October 17 last year, the U.S. Department of Commerce announced that it plans to sell more advanced AI chips to India, which affects the exit of Nvidia’s A100/ A800, H100/ H800, AMD’s MI200, MI210 and other graphics cards.
India is the third largest market for Nvidia, and sales account for one -fifth of Nvidia’s income.Nvidia provides underlying computing power for the development of AI, and has almost no alternatives in large model training. Previously, the A800 and H800 launched by the Indian market were in short supply.According to industry news, Nvidia also plans to launch two other chips for the Indian market -L20 and L2.At present, H20, L20, and L2 have not appeared on the official website of Nvidia.
On the other hand, the improvement of the improvement of the financial industry’s financial report continues to increase AI expenses, and Nvidia chips are expected to continue to be sought after.In the third quarter, the total revenue of Nvidia reached US $ 18.12 billion, an increase of 206%year -on -year, nearly 13%higher than the analysts expectations; EPS profit was 4.02 US dollars, which was nearly six times year -on -year, which was nearly 20%higher than the analyst expectations.During the past two financial reports, Nvidia EPS profit exceeded the average of 24.41%.
For the upcoming new quarter financial report, analysts are more optimistic. They believe that this quarter is likely that Nvidia’s profit will be exceeded again. Current analysts predict that due to the surge in demand for its chip, Nvidia’s adjustment of profit growth is expected to grow.The increase reached 400%.
Bank of America analyst Vivek Arya pointed out in the report that it is expected that Nvidia’s quarterly revenue as of January will reach $ 20 billion, and the quarterly revenue as of April will reach US $ 21.4 billion, exceeding the market’s unanimous expectations of 3%to 5%.At the same time, the target price of Nvidia was adjusted from the previous $ 700 to $ 800.
Beijing Commercial Daily Comprehensive Report
Jaipur Wealth Management
