Quick access to main page (top) Direct access to main contents Quick access to main page (bottom)

Nvidia Accelerates New Product Releases, Solidifies AI Dominance

Daniel Kim Views  

Nvidia, the global AI leader, is expected to strengthen its dominance in the AI market as the launch cycle of its new products is being shortened.

Moon Jun Ho, a researcher at Samsung Securities, believes that “The anticipation of Nvidia’s dominance in the AI market is continuously strengthening due to the shortened new product launch cycle, enhanced software solutions, and the potential for entering the custom semiconductor business.”

Nvidia is maintaining its technology gap in products by advancing the launch of new products. The B100/200, scheduled for shipment at the end of the year, is expected to improve AI computing performance by more than five times compared to the current H100 product, thanks to the included HBM3e 192GB.

At this year’s GPU Technology Conference, Nvidia emphasized providing the software (NVIDIA Inference Microservice) that customers can use immediately or even offering the AI Foundry Service to develop it on their behalf.

Researcher Moon Jun Ho analyzed, “Existing customers will inevitably strengthen their dependence to utilize the new software, and the potential to capture new prospective customers is also prominent. This factor quenches the company’s competitive risk, which has maintained hardware sales through software.”

Along with this, there is a belief that the potential entry into the custom semiconductor business can be a strategy to hedge the internalization risk of customers in the mid to long term.

Moon judged, “Considering the high-profit visibility that distinguishes it as an AI leader and the current valuation, it is still the most attractive in the global semiconductor sector.”

This year, the company’s stock is trading at a forward price-earnings ratio (PER) of 37, below the five-year average of 40. This suggests that its relative appeal could be further highlighted.

Daniel Kim
content@viewusglobal.com

Comments0

300

Comments0

[BUSINESS] Latest Stories

  • Honda's NSX Returns: A 1,000-Horsepower Electric Rival to Lexus LFR
  • Honda’s S7 Electric SUV: A Major Player in the Race for EV Dominance
  • Lamborghini's First EV: A 2,000-Horsepower Beast Built for Speed and Emotion
  • Ford Revives Classic Design with the 2025 Bronco Heritage Edition
  • ID.EVERY1: Volkswagen's $21K Electric Vehicle Aims to Make Green Driving Accessible
  • Toyota’s bZ3X SUV Surges with 10,000 Pre-Orders: A New Era in EVs

You May Also Like

  • 1
    Veggies vs. IBD: New Research Says the Right Diet Might Be a Game-Changer

    LIFESTYLE 

  • 2
    Eli Lilly Moves First in India, Beats Novo in Obesity Drug Showdown

    LIFESTYLE 

  • 3
    Trump’s Soda Button and 12-Can Habit: A Recipe for Trouble?

    LIFESTYLE 

  • 4
    New FDA-Approved Pill Targets Constant Hunger in Children with PWS

    LIFESTYLE 

  • 5
    Too Much Exercise Might Not Help You Live Longer, Says New Study

    LIFESTYLE 

Popular Now

  • 1
    Novo Nordisk Just Bought the Next Big Thing in Weight Loss

    LIFESTYLE&nbsp

  • 2
    Strawberries + Nuts, Salmon & More: The Best Pairings for Your Wellness

    LIFESTYLE&nbsp

  • 3
    Truth About Narcolepsy: Symptoms, Causes, and How to Manage It

    LIFESTYLE&nbsp

  • 4
    Avoid These 10 Habits to Keep Your Brain in Top Shape

    LIFESTYLE&nbsp

  • 5
    Dining Out While Dieting: 10 Healthy Restaurant Meals You Can Enjoy

    LIFESTYLE&nbsp

Must-Reads

  • 1
    Veggies vs. IBD: New Research Says the Right Diet Might Be a Game-Changer

    LIFESTYLE 

  • 2
    Eli Lilly Moves First in India, Beats Novo in Obesity Drug Showdown

    LIFESTYLE 

  • 3
    Trump’s Soda Button and 12-Can Habit: A Recipe for Trouble?

    LIFESTYLE 

  • 4
    New FDA-Approved Pill Targets Constant Hunger in Children with PWS

    LIFESTYLE 

  • 5
    Too Much Exercise Might Not Help You Live Longer, Says New Study

    LIFESTYLE 

Popular Now

  • 1
    Novo Nordisk Just Bought the Next Big Thing in Weight Loss

    LIFESTYLE 

  • 2
    Strawberries + Nuts, Salmon & More: The Best Pairings for Your Wellness

    LIFESTYLE 

  • 3
    Truth About Narcolepsy: Symptoms, Causes, and How to Manage It

    LIFESTYLE 

  • 4
    Avoid These 10 Habits to Keep Your Brain in Top Shape

    LIFESTYLE 

  • 5
    Dining Out While Dieting: 10 Healthy Restaurant Meals You Can Enjoy

    LIFESTYLE