The analysts' reactions and targets from the GTC mtg; I'll try to record them here | NVDA Message Board Posts


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Msg  40018 of 40036  at  9/22/2022 9:08:03 AM  by

delt1970


 In response to msg 40017 by  delt1970
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Re: The analysts' reactions and targets from the GTC mtg; I'll try to record them here

Stifel:

Summary:
NVDA formally announced the Ada Lovelace architecture-based RTX 40 series GeForce cards and provided updates on its Hopper H100 Tensor Core GPU, which is now in full production with end customer availability expected in October. In a separate Q&A session, NVDA management discussed medium-term expectations for Ada with a delayed launch and lower near-term selling of higher-end RTX 30 series cards coupled with expectations for continued enthusiast level gamer demand to yield a successful launch. With respect to the recently announced restrictions on A100-based product shipments to China, NVDA noted that the restrictions are very specific and that the company is working with its customers on alternative products. We continue to view NVDA as a primary beneficiary of growth associated with longer-term AI based compute workloads but, for now, lack of visibility into the timing of a Gaming segment recovery keeps us on the sidelines. Maintain Hold; target $165.


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Msg # Subject Author Recs Date Posted
40019 Re: The analysts' reactions and targets from the GTC mtg; I'll try to record them here delt1970 0 9/22/2022 9:13:29 AM




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