The Chips company exceeded US $ 4 billion in market value, driven by its leadership in artificial intelligence. Goldman Sachs recommended its purchase, highlighting monetization signs and a new growth cycle in the sector.
Nvidia recorded records this week again by first exceeding the U $ 4 billion in stock marketconsolidating as the most valuable contributing company in the world. The jump in its price, driven by its central role in the development of chips for artificial intelligence (AI), was reinforced by a Goldman Sachs purchase recommendationwhich highlighted the emergence of concrete monetization signals in the sector.
The Nvidia actions They reached an intradiary record leaving giants like Apple and Microsoft in the race for the leadership of the capital market. The company, initially known for its Graphic Processing Units (GPU), is today the technological heart of the large data centers that feed the models of the companies such as Google, Microsoft and Amazon.
An investment cycle that begins to pay fruits
According to a report published by Goldman Sachsartificial intelligence is going from a mass investment phase to an incipient monetization stage. The bank estimates that more than US have already been allocated350,000 million in capital expenses for AI infrastructure, and that begin to be evidenced Incremental income and clear cost reductions that justify these bets.
“We believe that capex in AI can maintain its growth from current levels,” said analysts led by James Schneiderwhile confirming the “Purchase” Qualification for Nvidiato which they describe as “the favorite of the AI sector” for its performance and its associated software ecosystem.
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A sector with defined leaders and a future still in training
For Goldman Sachs, AI is still at an early stage of development, which confers a Prima to technological leaders that dominate the segment, such as Nvidia and Broadcom. At the same time, they warned that the commercialization of the sector – that is, competition for prices in similar products – is still far.
In this sense, the report supports an “weight” investment approach, combining consolidated companies with emerging players. Among the companies with purchase recommendation also are Cadence, Synopsis and Broadcomwhile AMD, ARM and Marvel They receive a “neutral” rating.
Despite the geopolitical risks – participating by the export restrictions of advanced chips between the US and China – analysts believe that the foundations of the sector are still solid. Nvidia, in fact, reported US $44.1 billion in revenues in its last quarter69% more interannual.
Source: Ambito
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