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5 Reasons Nvidia Isn't in an AI-Fueled Bubble
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However, when it comes to <strong>Nvidia</strong> (NVDA 1.75%), the chip maker's eye-popping valuation may not actually be signs of a bubble. Rather, it might reflect a deeper truth about the rapidly evolving state of artificial intelligence (AI).</p><p>Nvidia's shares are currently trading at 77.1 times trailing earnings, a lofty valuation by historical standards and rich even for the high-growth tech sector. This has led some investors to question whether it's time to take profits on Nvidia stock. After all, the chipmaker's shares are up by a staggering 206% over the prior 12 months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/825f3b1a60e4f6bad0e4944bdd735134\" tg-width=\"700\" tg-height=\"393\"/></p><p>Image Source: Getty Images.</p><p>However, several lines of evidence suggest that Nvidia's growth story is still in the early innings and that AI is on track to fundamentally alter the world. Here is a look at five key tailwinds that should power Nvidia's shares even higher over the next several years.</p><h2 id=\"id_2359879401\">Five key themes</h2><p>First, the general population remains largely unaware of the true power of AI. This situation is set to change dramatically later this year as <strong>Apple</strong> integrates AI into its ecosystem and <strong>Amazon</strong> strives to make Alexa smarter with AI.</p><p>As a broad base of consumers begin to experience the benefits of AI in their daily lives, demand for AI-powered products and services will likely skyrocket, driving substantial revenue growth for companies like Nvidia that provide the architecture behind the technology.</p><p>Second, the pace of AI development is <em>accelerating</em>. The exponential growth of computing power has put humanity on the doorstep of a series of "Gutenberg moments", or events that completely upend the status quo.</p><p>This quickening pace of innovation implies that rivals probably won't have time to challenge Nvidia's dominant position in the AI-capable graphics processing unit (GPU) space. While competitors like <strong>Advanced Micro Devices</strong> and <strong>Intel</strong> are aiming to cut into Nvidia's dominant market share, the window of opportunity is closing.</p><p>Third, the AI arms race between leading American firms, and the U.S. and China more broadly, won't allow developers time to create alternative ecosystems.</p><p>The race to achieve artificial general intelligence (AGI) is on, and Nvidia's superchips like Blackwell will likely be the primary drivers of this transformation. As companies and nations scramble to gain a competitive edge in AI, Nvidia's technology will remain in high demand.</p><p>Fourth, the advent of AI won't follow any rules established by prior transformational technologies like the internet or cars. AI can potentially alter human society at a fundamental level, and it will happen in less than five years.</p><p>Traditional valuation metrics and historical precedents, in turn, may not wholly apply to groundbreaking companies like Nvidia.</p><p>Fifth, the potential applications of AI are virtually limitless, spanning across industries such as healthcare, finance, transportation, and more. As AI becomes more sophisticated and ubiquitous, it will create entirely new markets – many of which are unimaginable today.</p><p>Nvidia, with its cutting-edge AI technology and growing customer base, is in the catbird seat.</p><h2 id=\"id_3116446993\">Key takeaways</h2><p>Nvidia's current valuation may seem high by historical standards. But it's important to consider the company's unique position in the rapidly evolving AI landscape.</p><p>With the general population largely unaware of AI's already incredible capabilities, the quickening pace of development, and an ongoing arms race, Nvidia should continue to post record-breaking revenue growth in the coming years.</p><p>After all, Nvidia's potential is truly unprecedented as the gatekeeper to a $100 trillion AI-based economy. Viewed in this context, the growing bubble talk around the chip maker's shares seems unjustified.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons Nvidia Isn't in an AI-Fueled Bubble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Reasons Nvidia Isn't in an AI-Fueled Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 11:15 GMT+8 <a href=https://www.fool.com/investing/2024/06/16/5-reasons-nvidia-isnt-in-an-ai-fueled-bubble/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's AI-powered rise has all the classic hallmarks of a tech stock in bubble territory.While a fundamental analysis supports this claim, AI represents a paradigm-altering innovation.As a result, ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/16/5-reasons-nvidia-isnt-in-an-ai-fueled-bubble/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","NVDA":"英伟达","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4017":"黄金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4529":"IDC概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0055631609.USD":"贝莱德世界黄金基金A2","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4592":"伊斯兰概念","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4567":"ESG概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","BK4587":"ChatGPT概念","LU0496367417.USD":"富兰克林黄金和贵金属A(acc)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4141":"半导体产品","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4503":"景林资产持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4551":"寇图资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/06/16/5-reasons-nvidia-isnt-in-an-ai-fueled-bubble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444729489","content_text":"Nvidia's AI-powered rise has all the classic hallmarks of a tech stock in bubble territory.While a fundamental analysis supports this claim, AI represents a paradigm-altering innovation.As a result, the chip maker's shares may be significantly undervalued right now.The stock market has a long history of creating bubbles, particularly in the technology sector. However, when it comes to Nvidia (NVDA 1.75%), the chip maker's eye-popping valuation may not actually be signs of a bubble. Rather, it might reflect a deeper truth about the rapidly evolving state of artificial intelligence (AI).Nvidia's shares are currently trading at 77.1 times trailing earnings, a lofty valuation by historical standards and rich even for the high-growth tech sector. This has led some investors to question whether it's time to take profits on Nvidia stock. After all, the chipmaker's shares are up by a staggering 206% over the prior 12 months.Image Source: Getty Images.However, several lines of evidence suggest that Nvidia's growth story is still in the early innings and that AI is on track to fundamentally alter the world. Here is a look at five key tailwinds that should power Nvidia's shares even higher over the next several years.Five key themesFirst, the general population remains largely unaware of the true power of AI. This situation is set to change dramatically later this year as Apple integrates AI into its ecosystem and Amazon strives to make Alexa smarter with AI.As a broad base of consumers begin to experience the benefits of AI in their daily lives, demand for AI-powered products and services will likely skyrocket, driving substantial revenue growth for companies like Nvidia that provide the architecture behind the technology.Second, the pace of AI development is accelerating. The exponential growth of computing power has put humanity on the doorstep of a series of \"Gutenberg moments\", or events that completely upend the status quo.This quickening pace of innovation implies that rivals probably won't have time to challenge Nvidia's dominant position in the AI-capable graphics processing unit (GPU) space. While competitors like Advanced Micro Devices and Intel are aiming to cut into Nvidia's dominant market share, the window of opportunity is closing.Third, the AI arms race between leading American firms, and the U.S. and China more broadly, won't allow developers time to create alternative ecosystems.The race to achieve artificial general intelligence (AGI) is on, and Nvidia's superchips like Blackwell will likely be the primary drivers of this transformation. As companies and nations scramble to gain a competitive edge in AI, Nvidia's technology will remain in high demand.Fourth, the advent of AI won't follow any rules established by prior transformational technologies like the internet or cars. AI can potentially alter human society at a fundamental level, and it will happen in less than five years.Traditional valuation metrics and historical precedents, in turn, may not wholly apply to groundbreaking companies like Nvidia.Fifth, the potential applications of AI are virtually limitless, spanning across industries such as healthcare, finance, transportation, and more. As AI becomes more sophisticated and ubiquitous, it will create entirely new markets – many of which are unimaginable today.Nvidia, with its cutting-edge AI technology and growing customer base, is in the catbird seat.Key takeawaysNvidia's current valuation may seem high by historical standards. But it's important to consider the company's unique position in the rapidly evolving AI landscape.With the general population largely unaware of AI's already incredible capabilities, the quickening pace of development, and an ongoing arms race, Nvidia should continue to post record-breaking revenue growth in the coming years.After all, Nvidia's potential is truly unprecedented as the gatekeeper to a $100 trillion AI-based economy. Viewed in this context, the growing bubble talk around the chip maker's shares seems unjustified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/317732315308368"}
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