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Martin Skreli (yes, pharma bro) did an analysis of Nvidia recently, highlighting the importance of the data centre revenue segment to Nvidia's business. Basical
by patrickk 4y ago
Martin Skreli (yes, pharma bro) did an analysis of Nvidia recently, highlighting the importance of the data centre revenue segment to Nvidia's business. Basically they need that segment to grow and grow over the coming years, otherwise there is no real justification for their sky high P/E (crypto mining is in the toilet, many gamers already upgraded their GPUs during the pandemic, possible recession looming so fanciful overpriced GPU spending will be impacted).
https://www.youtube.com/watch?v=nn5pWp6nzKM https://www.youtube.com/watch?v=nn5pWp6nzKM
- benjaminwootton 4y agoI’ve wanted to get into NVidia for a while as I’ve seen crypto, ai, big data being waves of interest. It’s very hard to judge an entry point though and the stock has been quite volatile.
- smolder 4y agoAnd this is right as the economies of miniaturization are drying up. Nvidia's 40-series consumer cards have hardly any value improvement over the last generation. They're just higher priced on the same performance/cost scale. That kind of stagnation will obviously slow sales since the ROI of upgrades takes longer to go positive.