Overview Nvidia (NVDA) is an accelerated computing company that intersects the semiconductor and software industries. The CEO, Jensen Huang, founded the company in 1993, and six years later, his team invented the GPU. It has transformed from a GPU and gaming business into a general-purpose computing platform. Its supercharged processors allow high-performance parallel processing through hundreds of advanced embedded cores. Over a decade ago, management realized that its chips are a perfect fit for processing large amounts of data required in artificial intelligence applications. As a result, it invested billions of dollars into R&D and M&A to expand into other industries and use cases. The business generates substantial cash flow at a high margin since its customers are willing to pay rich premiums to have the best computational performance available for its own needs.
Nvidia Investment Thesis Report
Nvidia Investment Thesis Report
Nvidia Investment Thesis Report
Overview Nvidia (NVDA) is an accelerated computing company that intersects the semiconductor and software industries. The CEO, Jensen Huang, founded the company in 1993, and six years later, his team invented the GPU. It has transformed from a GPU and gaming business into a general-purpose computing platform. Its supercharged processors allow high-performance parallel processing through hundreds of advanced embedded cores. Over a decade ago, management realized that its chips are a perfect fit for processing large amounts of data required in artificial intelligence applications. As a result, it invested billions of dollars into R&D and M&A to expand into other industries and use cases. The business generates substantial cash flow at a high margin since its customers are willing to pay rich premiums to have the best computational performance available for its own needs.