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Stock impact report

NVIDIA Corporation (NVDA) Stock [Seeking Alpha]

NVIDIA Corporation (NVDA) 
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Company Research Source: Seeking Alpha
Evidence shows AI training can use lower-performance GPUs, reducing reliance on Nvidia's high-end products and slowing future growth. Major Hyperscalers are developing custom GPUs, posing a competitive threat to Nvidia's dominance in the AI training market. Nvidia's near-term growth remains strong due to Blackwell ramp-up, but long-term headwinds will decelerate data center revenue growth. I assigned a ‘Strong Buy' rating to Nvidia ( NASDAQ: NVDA ) in February 2025, discussing its Blackwell product ramp-up. However, there are increasing evidence suggests that AI training does not necessarily rely on premium GPUs, which could slow down Nvidia's growth Recommended For You Comments Recommended For You About NVDA Stock Mor Read more
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