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Nvidia (NASDAQ:NVDA) continues to gain momentum in the data center space, with more than 85% of its total revenue expected to come from the data center sector, up from about 25% five years ago, Bank of America said. .
gpu silicon Sales in the fourth quarter of 2023 exceeded 900,000 units, more than double the sales in the same quarter of 2022. According to Bank of America analyst Vivek Arya, NVIDIA commanded 95% of the market share. Hopper, the H100/HGX platform accounted for the bulk of his Nvidia data center revenue.
Meanwhile, AMD (AMD) is also experiencing its own data center GPU revenue surge. Aria said AMD's GPU silicon sales more than tripled from the previous quarter.
Aria predicted further growth in the nearly $90 billion accelerator market and reiterated his buy rating on Nvidia and AMD.
Nvidia and AMD both slipped 1% During premarket trading Wednesday.
game rebound
Game-related sales for both companies are expected to decline during the first quarter, but Arya expects them to pick up in the second half of this year. Based on the three-year upcycle witnessed in the past, this could be extended to the 2026 calendar year, Arya said.
Seeing Alpha analysts rate Nvidia a. possessionWall Street analysts argue: strong buy evaluation. Seeking Alpha's quantitative systems consistently outperform the market. possession.
AMD has possession As evaluated by Seeking Alpha analysts, buy Ratings by Wall Street analysts. The evaluation of Seeking Alpha's quantitative system is possession.
