{"id":115257,"date":"2020-11-19T05:25:00","date_gmt":"2020-11-19T02:25:00","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/opinion-nvidia-is-having-a-spectacular-year-so-where-does-it-go-from-here\/"},"modified":"2020-11-19T05:25:00","modified_gmt":"2020-11-19T02:25:00","slug":"opinion-nvidia-is-having-a-spectacular-year-so-where-does-it-go-from-here","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/opinion-nvidia-is-having-a-spectacular-year-so-where-does-it-go-from-here\/","title":{"rendered":"#\n  Opinion: Nvidia is having a spectacular year; so where does it go from here?"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a2d8e8401a58\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a2d8e8401a58\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/opinion-nvidia-is-having-a-spectacular-year-so-where-does-it-go-from-here\/#Big_gains_are_partly_a_product_of_built-up_demand_from_last_years_disappointment_so_%E2%80%98overwhelming_demand_for_new_gaming_cards_could_lead_to_a_one-time_windfall_that_will_be_hard_to_repeat\" >Big gains are partly a product of built-up demand from last year\u2019s disappointment, so \u2018overwhelming\u2019 demand for new gaming cards could lead to a one-time windfall that will be hard to repeat<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/opinion-nvidia-is-having-a-spectacular-year-so-where-does-it-go-from-here\/#Nvidia_CEO_Jensen_Huang_speaks_at_CES_in_Las_Vegas_in_January_2018\" >Nvidia CEO Jensen Huang speaks at CES in Las Vegas in January 2018.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/opinion-nvidia-is-having-a-spectacular-year-so-where-does-it-go-from-here\/#Therese_Poletti\" >Therese Poletti<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<p>&#8220;<strong>#<br \/>\n  Opinion: Nvidia is having a spectacular year; so where does it go from here?<br \/>\n<\/strong>&#8221;<\/p>\n<h2 class=\"article__subhead\" itemprop=\"alternativeHeadline\"><span class=\"ez-toc-section\" id=\"Big_gains_are_partly_a_product_of_built-up_demand_from_last_years_disappointment_so_%E2%80%98overwhelming_demand_for_new_gaming_cards_could_lead_to_a_one-time_windfall_that_will_be_hard_to_repeat\"><\/span>\n  Big gains are partly a product of built-up demand from last year\u2019s disappointment, so \u2018overwhelming\u2019 demand for new gaming cards could lead to a one-time windfall that will be hard to repeat<br \/>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><\/p>\n<div class=\"column column--full article__content\">\n<div id=\"js-article__body\" class=\"article__body article-wrap at16-col16 barrons-article-wrap\" itemprop=\"articleBody\" data-sbid=\"WP-MKTW-0000073719\">\n<div class=\"barrons-article-ad-wrapper\">\n<div data-track=\"barrons-article-ad-wrap\" class=\"barrons-article-ad sticky_item\">\n<div class=\"barrons-main-article-ad-target sticky_target body_ad\" aria-hidden=\"true\"><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div data-layout=\"inline\n              \" data-layout-mobile=\"\" class=\"\n        media-object\n        type-InsetMediaIllustration\n          inline\n  article__inset\n        article__inset--type-InsetMediaIllustration\n          article__inset--inline\n  \"><\/p>\n<figure class=\"\n        media-object-image\n        enlarge-image\n        renoImageFormat-\n        img-inline\n        article__inset__image\n      \" itemscope itemtype=\"http:\/\/schema.org\/ImageObject\"><\/p>\n<div style=\"padding-bottom:67.109375%;\" data-mobile-ratio=\"67.109375%\" data-layout-ratio=\"67.109375%\" data-subtype=\"\" class=\"image-container  responsive-media article__inset__image__image\">\n        <img decoding=\"async\" srcset=\"https:\/\/images.mktw.net\/im-262102?width=140&amp;size=1.490104772991851 140w,\nhttps:\/\/images.mktw.net\/im-262102?width=540&amp;size=1.490104772991851 540w,\nhttps:\/\/images.mktw.net\/im-262102?width=620&amp;size=1.490104772991851 620w,\nhttps:\/\/images.mktw.net\/im-262102?width=700&amp;size=1.490104772991851 700w,\nhttps:\/\/images.mktw.net\/im-262102?width=860&amp;size=1.490104772991851 860w,\nhttps:\/\/images.mktw.net\/im-262102?width=1260&amp;size=1.490104772991851 1260w\" sizes=\"(max-width: 140px) 100px,\n(max-width: 540px) 500px,\n(max-width: 620px) 580px,\n(max-width: 700px) 660px,\n(max-width: 860px) 820px,\n1260px\" src=\"https:\/\/images.mktw.net\/im-262102?width=620&amp;size=1.490104772991851\" data-enlarge=\"https:\/\/images.mktw.net\/im-262102?width=1260&amp;size=1.490104772991851\" alt=\"\" title=\"Nvidia CEO Jensen Huang speaks at CES in Las Vegas in January 2018. \"><\/div><figcaption class=\"wsj-article-caption article__inset__image__caption\" itemprop=\"caption\">\n<h4 class=\"wsj-article-caption-content\"><span class=\"ez-toc-section\" id=\"Nvidia_CEO_Jensen_Huang_speaks_at_CES_in_Las_Vegas_in_January_2018\"><\/span>Nvidia CEO Jensen Huang speaks at CES in Las Vegas in January 2018. <span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>      <span class=\"wsj-article-credit article__inset__image__caption__credit\" itemprop=\"creator\"><br \/>\n            AFP\/Getty Images<br \/>\n          <\/span><br \/>\n  <\/figcaption><\/figure>\n<\/div>\n<p>       Nvidia Corp.  reported stunning quarterly results Wednesday, thanks to strong sales of its new chips for <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/game\/\" data-internallinksmanager029f6b8e52c=\"7\" title=\"Game\" target=\"_blank\" rel=\"noopener\">game<\/a>rs and servers, part of a holiday sales season that may be hard for Nvidia to top in coming years.<\/p>\n<div class=\"paywall\">\n       The graphics-chip maker reported record quarterly earnings and revenue Wednesday, surpassing $4 billion in revenue for the first time as new gaming cards were rolled out and the previous quarter\u2019s data-center debut remained strong. Nvidia\u2019s core segments, gaming and data center, established their own quarterly revenue records individually, and the company said it expects to do even better in the fourth quarter.<\/p>\n<p> Nvidia<br \/>\n        NVDA,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/200467500\/composite\" class=\"positive\">+0.04%<\/bg-quote><br \/>\n       Chief Financial Officer Colette Kress warned against putting too much into the current performance when looking at Nvidia moving forward, however.<\/p>\n<p>\u201cAll things change going forward,\u201d Kress told MarketWatch in an interview Wednesday afternoon following the release of the earnings results.  <\/p>\n<p>Nvidia has struggled to meet demand for its new 30 <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/watch-movies-tv-seriess\/\" data-internallinksmanager029f6b8e52c=\"8\" title=\"Watch Movies &amp; TV Series\" target=\"_blank\" rel=\"noopener\">Series<\/a> RTX GPU, with both Kress and Chief Executive Jensen Huang describing demand as \u201coverwhelming\u201d Wednesday. <\/p>\n<p>\u201cWe do know that we are a little bit supply constrained\u2026because everyone wants a [GeForce RTX] 3080 under the Christmas tree,\u201d she said. \u201cWe are working on it.\u201d  <\/p>\n<p>The moment is quite a turn from last year, when Nvidia was suffering through a \u201ccrypto hangover\u201d and the first generation of gaming chips with ray-tracing struggled for sales as game designers caught up with the new <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" data-internallinksmanager029f6b8e52c=\"4\" title=\"Technology\" target=\"_blank\" rel=\"noopener\">technology<\/a>. Nvidia\u2019s annual revenue declined in its last fiscal year, which likely contributed to this year\u2019s performance \u2014 Nvidia has already surpassed last year\u2019s revenue total of nearly $11 billion through nine months, and expects to <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>roach another $5 billion in the final stretch.<\/p>\n<p>Analysts already expect Nvidia to keep growing at a strong pace, with the average forecast for next year approaching $19 billion even before Nvidia\u2019s record-breaking success was reported Wednesday. That is definitely priced in for Nvidia, as shares have jumped 128% so far this year before a 2% decline in after-hours trading Wednesday.<\/p>\n<p>Revenue growth from here, though, may come from ARM Holdings PLC.  Nvidia executives declined to talk about the proposed $40 billion cash-and-stock acquisition of ARM from Softbank Group<br \/>\n        9984,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/207303954\/delayed\" class=\"negative\">-1.46%<\/bg-quote><span>,<\/span><br \/>\n       saying they are working through the regulatory approval process. If the ARM acquisition actually happens, it could help revenue growth continue, but at the same time squeeze Nvidia\u2019s margins and threaten its big profit growth. <\/p>\n<p>Huang described Nvidia as poised to become an even bigger threat in semiconductors for the age of artificial intelligence, and signed off Wednesday\u2019s conference call by confidently declaring that \u201cNvidia is firing on all cylinders.\u201d That certainly seems true for this holiday season \u2014 though consumers who can\u2019t find a new gaming card may disagree \u2014 but next year still has some question marks.<\/p><\/div>\n<\/div><\/div>\n<p><\/p>\n<div class=\"byline article__byline\">\n<p>      <span>By<\/span><\/p>\n<div class=\"author  hasMenu\" data-scrim='{\"type\":\"author\",\"header\":\"Therese Poletti\",\"subhead\":\"The Wall Street Journal\",\"list\":[]}' itemscope itemprop=\"author\" itemtype=\"http:\/\/schema.org\/Person\">\n<h4 itemprop=\"name\"><span class=\"ez-toc-section\" id=\"Therese_Poletti\"><\/span>Therese Poletti<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/p><\/div>\n<\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMLG0nwswvr63Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\">For forums sites go to <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/forum.buradabiliyorum.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Forum.BuradaBiliyorum.Com<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">News<\/a> articles, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/en.buradabiliyorum.com\/news\/\" target=\"_blank\" rel=\"noopener noreferrer\">News category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"http:\/\/www.marketwatch.com\/news\/story.asp?guid=%7B21005575-02D4-D4B5-4572-D11FF78D0A41%7D&#038;siteid=rss&#038;rss=1\" target=\"_blank\" rel=\"noopener noreferrer\">Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;# Opinion: Nvidia is having a spectacular year; so where does it go from here? &#8221; Big gains are partly a product of built-up demand from last year\u2019s disappointment, so \u2018overwhelming\u2019 demand for new gaming cards could lead to a one-time windfall that will be hard to repeat Nvidia CEO Jensen Huang speaks at CES&#8230;<\/p>\n","protected":false},"author":1,"featured_media":115258,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[70897],"tags":[],"class_list":["post-115257","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/115257","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=115257"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/115257\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/115258"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=115257"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=115257"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=115257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}