NVIDIA

Nvidia’s stock surge underscores the AI chip industry’s evolution, with a pivot towards specialized AI applications. This shift highlights the importance of Electronic Design Automation (EDA) software in developing custom AI chips. As the EDA market anticipates robust growth, companies like Synopsys and Cadence emerge as key players. Investors are eyeing valuation metrics closely, as these tools become critical in assessing the burgeoning sector’s financial health and growth potential. [more]

NVIDIA has cemented its status as a leader in AI technology, with a 208% YTD stock price increase and a market cap surpassing $1 trillion. Its innovative CPUs and GPUs has positioned it at the forefront of AI chip design, evidenced by its quantum computing advancements and the cuQuantum toolkit. However, the Company’s success story is shadowed by the historical volatility of market leaders and looming competition. With a forward PE ratio of 45.4 and an EV/EBITDA of 38.2, NVIDIA’s valuation metrics reflect a market betting heavily on its continued dominance in AI, despite the inherent risks of overvaluation and aggressive competition. [more]

After recently listing, Arm Holdings plc (NASDAQ: ARM) is struggling to find footing in a declining market and sentiments that the semiconductor stocks are overvalued. [more]

Pocket Gamer Connects conference discusses the market growth in 2020, an uptick in M&A activity, and how revenue models are changing the industry. [more]

Earlier this month, NVIDIA announced a $40B acquisition of ARM, a U.K. semiconductor company focused on designing CPUs and licensing out IP. SoftBank, a Japanese holding company, acquired ARM for $32B in 2016. [more]

Data Center and Gaming divisions drive strong revenue growth in FQ2/2021 and more than offset the decline in Automotive and Professional Visualization divisions’ results. Quarterly revenue was higher than the Company’s previous guidance and beat Analysts’ consensus estimate. [more]

In this past week’s PGC Conference, a key topic of discussion was the changing trends in the gaming industry, with speakers and keynote presentations from companies including Doppio Games, Gameloft, Headup, and Netmarble. [more]

Highlights from first quarter earnings for AMD (NASDAQ: AMD), Intel (NASDAQ: INTC), and NVIDIA Corp. (NASDAQ: NVDA), with details on the U.S. Commerce Department’s recent actions in cutting off semiconductor supply partners from Huawei. [more]