Nvidia: Supply Growth Not Keeping Pace With Demand

News Snapshot:

Justin Sullivan Investment thesis NVIDIA Corporation's (NASDAQ:NVDA) revenue in the data center segment totaled $18.4 bln in 4Q 2024 (+409% y/y and +27 q/q), topping expectations of company's analysts and investors and continuing being the company's revenue driver. The company raised guidance for 1Q 2025 and now expects a revenue of $24 bln +/-2%, which will be largely driven by the data center segment. The huge demand for NVIDIA's data center equipment shows no signs of slowing, but the company faces risks related to: not enough supply; big technology companies making their own chips to reduce costs and the lead...