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Nvidia's Rollercoaster Ride: Stock Dips Amidst AI Chip Expansion and Record Revenues

Market BriefMonday, Mar 10, 2025 4:05 am ET
1min read

Nvidia (NVDA) experienced a recent uptick of 1.92%, though its stock has dipped 9.79% over the past week and decreased 16.08% year-to-date. The company's latest market capitalization stands at $2.7 trillion. Some analysts, like those at Bernstein, consider Nvidia's valuation appealing, maintaining an "outperform" rating and a target price of $185 amid its volatile market performance.

OpenAI and Oracle are gearing up to deploy tens of thousands of high-performance AI chips from Nvidia at a new data center in Texas. This initiative marks the first step in their $100 billion "Stargate" infrastructure project. The facility, located in Abilene, will feature 64,000 Nvidia GB200 chips by the end of 2026, with the initial batch of 16,000 chips expected by summer.

This substantial deployment underlines the potential scale of the Stargate venture, a collaboration initiated by OpenAI, SoftBank, and Oracle. OpenAI's representative emphasized the joint design and delivery efforts for the Abilene data center, while Oracle oversees the operational aspects of the supercomputer housed there. Nvidia refrained from commenting on these developments.

The launch underscores the race among tech giants to utilize Nvidia's latest chips, key in training and deploying generative AI models. Their deployment plan extends beyond Texas, with potential sites in Pennsylvania, Wisconsin, Oregon, and Salt Lake City being evaluated for future expansions.

Despite recent fluctuations, Nvidia appears to have addressed some supply chain concerns, with shipments of its Blackwell products totaling $110 billion in revenue for Q4. The company projects a continuous surpassing of supply against growing demand in upcoming quarters, although concerns about growth potential, supply chain issues, tariffs, and regulatory risks persist.

Nvidia’s GTC 2025, an AI-focused conference for developers, is scheduled to occur from March 17-21 in San Jose, California.

In their recent FY25Q4 earnings report, Nvidia showcased a notable increase in revenues, amounting to $393 billion, a 78% year-over-year rise, surpassing Bloomberg’s consensus. They projected further growth driven by the successful performance of their Blackwell series and anticipated the GB300's release later this year. This product cycle could enhance their competitive edge and financial performance.

As AI demands solidify, the company remains well-positioned in the sector, with recent improvements in supply chain hurdles favourably impacting their outlook. While risks remain, their strategic advancements suggest a promising trajectory for sustained growth.

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ken119
03/10

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Patrick Willson
03/10

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BURBEYP
03/10
@Patrick Willson How long have you been trading with Catherine's guidance? Any tips on specific cryptocurrencies she's been recommending lately?
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Shot_Ride_1145
03/10
@Patrick Willson I had a similar experience with Catherine. Her insights really boosted my crypto portfolio. I'm holding steady with her advice, and it's been a solid strategy so far.
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ken119
03/10

Don't invest blindly in stocks or crypto when you do not have a proper guide. I lost 30k trying to trade on my own but ever since Mrs Elizabeth Towles stepped in, I have been making huge profits. I made over 450k since October. She is always available to tell you more about investing and give a guide on how to trade visit her on WhatsApp +1(563)279-8487

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Throwaway7131923
03/10
@ken119 Sure
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CyberShellSecurity
03/10
Nvidia's Blackwell series is a game changer. $110bn in Q4? They're not just leading, they're dominating the market. What's your take on their growth potential?
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Still_Air2415
03/10
Gotta love this chip race, so juicy. 🤑
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Anteater_Able
03/10
78% YoY revenue rise for Nvidia? That's not just growth, that's explosive growth. What does this mean for competitors like AMD?
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SomeSortOfBrit
03/10
GB300 release later this year could solidify Nvidia's lead. Are we going to see more of these tech giants racing to release similar products?
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shrinkshooter
03/10
Gotta love the volatility. Grabbed some $NVDA on the dip. Holding long-term, riding the AI wave. Diversification is key, though. 🚀
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shakenbake6874
03/10
@shrinkshooter How long you planning to hold NVDA? Curious if you've got a specific target in mind or just riding the AI wave.
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investortrade
03/10
Stargate project is wild. $100bn on Nvidia chips? That's betting big on AI's future. Are we missing out if we don't get in on this action?
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AbuSaho
03/10
OpenAI's move could pump $NVDA even more.
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Versace__01
03/10
Nvidia's chips are AI gold, no cap.
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TheOSU87
03/10
Holding $NVDA long-term, ignoring daily noise.
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mrkitanakahn
03/10
$TSLA and $NVDA both pushing AI frontiers. Fascinating to see how these tech giants are positioning themselves for the future. How's your balance between these two in your portfolio?
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Ecstatic_Book4786
03/10
OpenAI and Oracle teaming up with Nvidia is like a tech dream team. This partnership could redefine AI training. Who's ready for the ride?
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Hungry-Bee-8340
03/10
@Ecstatic_Book4786 Think this partnership will boost NVDA?
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Sotarif
03/10
Nvidia's chips are the new gold standard. Everyone wants a slice, but can supply keep up with demand? 🤔
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