10 Shocking Points Nvidia Stock Investors Should Know After Earnings

Step-by-Step Tutorial: 10 Things Nvidia Stock Investors Should Know After Earnings

1. Key Events to Watch Out For:

   • Mark your calendar for June 2nd when Jensen will deliver a keynote at Computex technology conference. Stay tuned for possible updates on partnerships and future presentations.
   • On June 5th, Nvidia will present at a Bank of America technology conference. Look out for insights from the Q&A sessions.

2. Big Users and AI Infrastructure:

   • Nvidia's AI infrastructure is paving the way for breakthrough performance, especially in autonomous driving software like FSD version 12.
   • Companies like Meta are utilizing Nvidia's GPU clusters for their AI projects, indicating continued growth opportunities in AI compute.

3. Sovereign AI and AI Factories:

   • Sovereign AI refers to nations building AI infrastructure to enhance their countries. Countries like Japan, France, and Italy are investing heavily in AI solutions.
   • AI factories, massive GPU clusters, are being built by Nvidia for over 100 customers, with some reaching up to 100,000 GPUs.

4. Market Insights:

   • Nvidia is facing challenges in the Chinese market due to export control licenses and competition from domestically made chips.
   • Despite challenges, Nvidia's Hopper architecture and Blackwell products are seeing strong demand, with shipments on track for quarter 2.

5. Networking Growth:

   • Nvidia's networking revenue growth is driven by their Spectrum X solution optimized for AI. Expect a jump in revenue with multiple customers, including a 100,000 GPU cluster.

6. Updates on Blackwell:

   • Blackwell is already in production, with shipments starting in quarter 2 and ramping up in quarter 3. Customers can expect data centers to be operational by quarter 4.

7. High Demand for GPUs:

   • Demand for GPUs in data centers is increasing due to applications like chat GPT and generative AI startups. The demand is expected to outstrip supply for several quarters.

8. Dividend and Stock Split:

   • Nvidia announced a stock split of 10 by 1, increasing excitement among retail investors.
   • There was a 150% increase in quarterly cash dividend, set to increase to 1 cent per share after the stock split on June 28, 2024.

9. Financial Strength:

   • Nvidia's balance sheet shows cash and cash equivalents of roughly $31.4 billion, up nearly 100% from the previous year. Keep an eye on how they utilize this influx of money.

10. Stay Informed:

• Stay updated on Nvidia's developments and financial decisions to make informed investment choices. Watch out for future updates and insights from Nvidia.

By following these steps and staying informed about Nvidia's key points after earnings, you can make well-informed decisions as a Nvidia stock investor.