Nvidia's Blackwell Delay Offers Investors A Chance To 'Add To Positions': Goldman Sachs
Portfolio Pulse from Surbhi Jain
Nvidia (NVDA) faces potential delays in its Blackwell architecture, but Goldman Sachs advises investors to stay the course, viewing any short-term stock volatility as a buying opportunity. The delay is not expected to impact Nvidia's 2025 earnings or market dominance. Meanwhile, AMD (AMD) might see a marginal positive impact as an alternative in Data Center GPUs.
August 05, 2024 | 7:35 pm
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AMD might see a marginal positive impact from Nvidia's potential Blackwell delays, as it is the only alternative in Data Center GPUs. However, AMD is unlikely to overtake Nvidia due to Nvidia's strong market position.
Nvidia's delay could be seen as a slight advantage for AMD, but Nvidia's strong market position and AMD's operational challenges limit the impact.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Nvidia's potential delay in its Blackwell architecture is seen as a short-term issue by Goldman Sachs, which advises investors to add to their positions. The delay is not expected to impact Nvidia's 2025 earnings or its long-term market position.
Goldman Sachs' analysis suggests that the delay in Blackwell chips will not affect Nvidia's long-term earnings or market position. This presents a buying opportunity for investors.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100