NVIDIA has seen their valuation 5x over the last 5 years and is now worth more than $2 trillion. In the latest episode, we dive a few layers deep into the company. We start with the origin of the company and the launch of their first GPU in 1999 which unlocked several computing-heavy applications including gaming and video editing. We then talk about the NVIDIA of today that generates 78% of revenue from their AI-focused data center business (compared to 40% in 2021). Finally, we analyse what assumptions need to be true for the company's high valuation to hold up including long-term AI demand and competitive landscape.
Bonus - Viggy & James share their non-financial analyst takes on whether they'd buy the stock today.
Episode links - Spotify | Apple Podcasts; now with chapter markers for easy navigation.
NVIDIA Explained: Origins, GPUs and AI stock bump | EP8