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BullDigest's May 13 Post-Market Summary of NVIDIA Corporation

  • 13.05.2025 22:06
  • bulldigest.com
  • Keywords: Post-Market, Summary, NVIDIA Corporation

Check out BullDigest's May 13 Post-Market Summary of NVIDIA Corporation. We provide a summary of the key news from market opening hours.

Post-Market SummaryINTCsentiment_satisfiedCPTsentiment_dissatisfiedNVDAsentiment_satisfiedDELL

Estimated market influence

Intel

Intel

Positivesentiment_satisfied
Analyst rating: Neutral

Developing Arc B580 GPU with high VRAM, positioning for AI and compute workloads.

Asus Sri Lanka

Positivesentiment_satisfied
Analyst rating: N/A

Gained 40% market share through AI-enabled laptops and new product launches.

MAXSUN

Neutralsentiment_neutral
Analyst rating: N/A

Listed Intel Arc B580 iCraft 24G on EEU registry, indicating potential consumer availability.

Videocardz

Neutralsentiment_neutral
Analyst rating: N/A

Reported on dual-GPU Arc B580 version with 48GB VRAM.

AMD

AMD

Negativesentiment_dissatisfied
Analyst rating: Buy

Challenged by Intel's new compute-focused GPUs, potential loss of market share in AI and compute workloads.

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Strong GPU industry dominance, expanding AI market, significant revenue growth, stock price projection up to $362 by 2030.

Dell

Dell

Neutralsentiment_neutral
Analyst rating: Strong buy

Offered a solution suite with NVIDIA for AI adoption in financial services.

Humain

Positivesentiment_satisfied
Analyst rating: N/A

Saudi Arabia's AI firm using Nvidia chips, part of a $10 billion AMD partnership.

Magnificent Seven

Neutralsentiment_neutral
Analyst rating: N/A

Group of major tech clients driving demand for Nvidia GPUs.

Context

Business Insights and Market Implications Summary

Intel Arc B580 GPU Developments

  • MAXSUN listed an "Intel Arc B580 iCraft 24G" on the Eurasian Economic Union (EEU) registry, hinting at a consumer-focused model with 24GB VRAM.
  • A dual-GPU Arc B580 variant with 48GB VRAM (24GB per GPU) is under development, likely targeting AI and compute workloads rather than gaming due to synchronization challenges.
  • This dual-GPU configuration could position Intel to compete with AMD and NVIDIA in the compute market at a lower cost.

Asus Sri Lanka Market Expansion

  • Asus Sri Lanka's market share has grown to 40%, driven by new product launches, including AI-enabled laptops.
  • Entry-level devices like the 16-inch VivoBook offer offline AI capabilities, starting around Rs.250,000.
  • New ROG gaming laptops with Nvidia 5000 series GPUs are priced from Rs. 1,112,990.
  • Future strategies include building a gaming community and hosting video game tournaments.

Generative AI in Banking

  • Financial institutions are integrating generative AI (GenAI) to enhance customer experiences through improved document processing, report generation, and personalized financial advice.
  • Virtual AI assistants are becoming the preferred interface for customer service interactions, bill payments, and investment recommendations.
  • NVIDIA's 2025 State of AI in Financial Services report highlights customer experience as the top use case for GenAI.
  • Dell AI Factory with NVIDIA offers a solution suite to help financial institutions leverage AI for innovation and business goals.

Nvidia and AMD in Saudi Arabia

  • Under a Trump administration initiative, Nvidia and AMD are reportedly involved in chip deals with Saudi Arabia.
  • Concerns about China accessing chips through Saudi Arabia are being addressed with potential controlled access measures, including data embassies.
  • Nvidia is deploying 18,000 chips to Saudi AI firm Humain, while AMD has a $10 billion partnership to build AI infrastructure in the country.

Nvidia Stock Performance and Predictions

  • Over the past decade, Nvidia's revenue grew by 553%, net income increased by 1,323%, and shares surged by 9,610% from 2014 to 2023.
  • 24/7 Wall St predicts Nvidia shares will trade at $137.50 by the end of 2025 and $362.00 by 2030, driven by GPU dominance, demand from major tech clients (the "Magnificent Seven"), and AI market expansion.

Nvidia Price Hikes and Global Headquarters

  • Nvidia is increasing GPU prices by up to 15%, attributed to rising costs and export restrictions to China.
  • The RTX 5090, H200, and B200 chips have seen price hikes, with server vendors raising prices accordingly.
  • CEO Jensen Huang will unveil Nvidia's new global headquarters in Taiwan at Computex 2025.