Nvidia: Gaming Rebound And Huge AI Tailwinds


  • Nvidia is an industry leader in the GPU market for high-performance gaming and data centers.
  • The company reported solid financial results for Q4 FY23 as it beat both revenue and earning growth rate estimates.
  • Its newest H100 GPU offers up to 30 times better performance than prior models, for Artificial Intelligence workloads. Therefore, Nvidia stock is poised to become the “backbone” of the AI industry.
  • Its gaming revenue has started to rebound sequentially but is still down year over year.

Nvidia (NASDAQ:NVDA) is the world leader in high-performance graphical processing units or GPUs, used in gaming PCs and data centers. In past posts on the company, I discussed its solid data center revenue growth, which was offset by