Nvidia: Correction Phase Can Last A Long Time
Portfolio Pulse from
Nvidia's stock has not shown significant growth after peaking in mid-2024, despite positive earnings. Major cloud companies using Nvidia AI chips have missed estimates, indicating overestimated returns. Amazon and Microsoft offer cheaper AI models, impacting Nvidia's market position.
March 04, 2025 | 4:00 pm
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NEGATIVE IMPACT
Nvidia's stock has not shown significant growth after peaking in mid-2024, despite positive earnings. Major cloud companies using Nvidia AI chips have missed estimates, indicating overestimated returns. Cheaper AI models from Amazon and Microsoft challenge Nvidia's market position.
Nvidia's stock is under pressure as major cloud companies using its AI chips have missed estimates, suggesting overestimated returns. Additionally, Amazon and Microsoft are offering cheaper AI models, which could erode Nvidia's competitive edge and impact its stock negatively in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Amazon is offering cheaper AI models, which could challenge Nvidia's market position as cloud companies using Nvidia chips have missed estimates.
Amazon's introduction of cheaper AI models could attract customers away from Nvidia, especially as cloud companies using Nvidia chips have missed estimates. This could positively impact Amazon's market position in AI services.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Microsoft is offering cheaper AI models, potentially challenging Nvidia's market position as cloud companies using Nvidia chips have missed estimates.
Microsoft's introduction of cheaper AI models could attract customers away from Nvidia, especially as cloud companies using Nvidia chips have missed estimates. This could positively impact Microsoft's market position in AI services.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50