Nvidia formally announced the acquisition of Hugging Face, a large language model platform, for $12.9 billion. Nvidia intends to support and scale up Hugging Face to continue to serve LLMs, including open-source models.
The AI infrastructure opportunity is massive, and Nvidia foresees $3 trillion-$4 trillion of annual AI infrastructure spending by 2030.
Nvidia’s customers are a handful of the largest Tech companies in the world, and they all have an incentive to eventually diversify away from Nvidia to some extent.
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Metric
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NVDA
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AVGO
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AMD
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|---|---|---|---|
Price/Earnings (Normalized) | 32.93 | 35.21 | 106.89 |
Price/Book Value | 24.34 | 16.40 | 14.95 |
Price/Sales | 18.59 | 18.84 | 24.59 |
Price/Cash Flow | 32.17 | 32.31 | 86.21 |
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Metric
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NVDA
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AVGO
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AMD
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|---|---|---|---|
Quick Ratio | 2.92 | 2.15 | 1.69 |
Current Ratio | 4.59 | 2.50 | 2.61 |
Interest Coverage | 492.39 | 13.88 | 50.86 |
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Metric
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NVDA
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AVGO
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AMD
|
|---|---|---|---|
Return on Assets (Normalized) | 78.47% | 27.66% | 10.30% |
Return on Equity (Normalized) | 106.66% | 57.31% | 12.83% |
Return on Invested Capital (Normalized) | 95.82% | 34.36% | 11.99% |
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1-Day Chart
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Morningstar Rating for Stocks
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TSM
| LOCK|%bYM!R | LOCK|<< | $2T | |||
| Broadcom Inc
AVGO
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| Micron Technology Inc
MU
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| Advanced Micro Devices Inc
AMD
| LOCK|!fV@lwHm | LOCK|?#vdm | $1T | |||
| SK hynix Inc ADR
SKHY
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| Intel Corp
INTC
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ARM
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TXN
| LOCK|<?!$>Cvq | LOCK|C!@ | $257B | |||
| Marvell Technology Inc
MRVL
| LOCK|<<$t<j< | LOCK|l>?#v | $241B |
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