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BullDigest's May 20 Pre-Market Summary of NVIDIA Corporation

  • 20.05.2025 15:04
  • bulldigest.com
  • Keywords: Pre-Market, Summary, NVIDIA Corporation

Check out BullDigest's May 20 Pre-Market Summary of NVIDIA Corporation. We provide a summary of the key news before the market opens.

Pre-Market SummaryNTDOFsentiment_dissatisfiedSSNLFsentiment_satisfiedNVDAsentiment_satisfiedWITsentiment_satisfiedINFYsentiment_satisfiedTSLAsentiment_satisfiedPLTRsentiment_satisfiedCPTsentiment_satisfiedUNHsentiment_satisfiedQCOMsentiment_satisfiedDELLsentiment_satisfied

Estimated market influence

Nintendo

Nintendo

Negativesentiment_dissatisfied
Analyst rating: Buy

Partnered with Samsung for Switch 2 chip and OLED display production, potentially enabling shipments of over 20 million units by March 2026. Anticipates selling 15 million Switch 2 units during the launch window and launches globally on June 5, 2025, for $449.99 / £395.99.

Samsung

Positivesentiment_satisfied
Analyst rating: Buy

Manufacturing Nvidia-designed custom processors for Nintendo Switch 2 using its 8-nanometer process.

NVIDIA

NVIDIA

Positivesentiment_satisfied
Analyst rating: Strong buy

Working with TCS, Wipro, Infosys, HCLTech, and Tech Mahindra to drive AI adoption in India. Unveiled GB300 NVL72 (Blackwell Ultra GPUs and Grace CPUs, 10x speed improvement, 5x throughput), RTX PRO Server (Blackwell-based RTX PRO 6000), DGX Spark/Station (GB300 Ultra, 20 petaflops). Highlighted progress in quantum computing and AI-robotics fusion. Building an AI factory supercomputer with Foxconn. Partnered with Yotta to launch Shakti Cloud on DGX Cloud Lepton. Unveiled NVLink Fusion, allowing custom chips from partners like MediaTek and Qualcomm to integrate with NVIDIA GPUs. Dell unveiled new AI servers powered by Nvidia's Blackwell Ultra chips for faster AI model training.

TCS

Positivesentiment_satisfied
Analyst rating: N/A

Leveraging NVIDIA's Enterprise AI Factory.

Wipro

Wipro

Positivesentiment_satisfied
Analyst rating: Neutral

Deploying sovereign AI services with NeMo.

Infosys

Infosys

Positivesentiment_satisfied
Analyst rating: Buy

Integrating NVIDIA AI Enterprise into its Topaz platform.

Tech Mahindra

Positivesentiment_satisfied
Analyst rating: N/A

Using NVIDIA's NeMo for drug discovery.

Tesla

Tesla

Positivesentiment_satisfied
Analyst rating: Buy

Expanding beyond EVs.

Palantir

Palantir

Positivesentiment_satisfied
Analyst rating: Neutral

Excelling in big data.

AMD

AMD

Positivesentiment_satisfied
Analyst rating: Buy

Gaining ground in chips.

UnitedHealth

UnitedHealth

Positivesentiment_satisfied
Analyst rating: Buy

Providing stability.

Foxconn

Positivesentiment_satisfied
Analyst rating: N/A

Building an AI factory supercomputer with Nvidia.

TSMC

Positivesentiment_satisfied
Analyst rating: N/A

Planned to use the large-scale AI supercomputer managed by Foxconn's Big Innovation Company.

Yotta

Positivesentiment_satisfied
Analyst rating: N/A

Partnered with NVIDIA to launch Shakti Cloud on DGX Cloud Lepton.

MediaTek

Positivesentiment_satisfied
Analyst rating: N/A

Partnering with NVIDIA to integrate custom chips with NVIDIA GPUs.

Qualcomm

Qualcomm

Positivesentiment_satisfied
Analyst rating: Buy

Partnering with NVIDIA to integrate custom chips with NVIDIA GPUs.

Dell

Dell

Positivesentiment_satisfied
Analyst rating: Strong buy

Unveiling new AI servers powered by Nvidia's Blackwell Ultra chips for faster AI model training.

Context

Business Insights and Market Implications Summary

Nintendo Switch 2

  • Production Collaboration: Nintendo partnered with Samsung for chip and OLED display production, aiming for over 20 million units shipped by March 2026.
  • Launch and Pricing: Anticipates selling 15 million units on launch, with the Switch 2 priced at $449.99 / £395.99, set to release globally on June 5, 2025.

Nvidia and AI Dominance

  • Strategic Collaborations: NVIDIA is collaborating with major Indian IT firms (TCS, Wipro, Infosys, HCLTech, Tech Mahindra) to drive AI adoption, leveraging their respective platforms (NeMo, Enterprise AI Factory).
  • Geopolitical Influence: CEO Jensen Huang is emerging as a key figure, with nations competing for NVIDIA's technology.
  • Product Launches: At Computex 2025, NVIDIA unveiled:
    • GB300 NVL72: Offers a 10x speed improvement and 5x throughput increase.
    • RTX PRO Server: Based on Blackwell architecture.
    • DGX Spark/Station: Delivers 20 petaflops performance.
    • Grace CPU C1: Highlights advancements in quantum computing and AI-robotics fusion.
  • Supercomputers: NVIDIA is building a supercomputer with Foxconn in Taiwan, utilizing 10,000 GPUs. TSMC plans to integrate this system.
  • Export Restrictions: Potential $15 billion loss in China due to H20 chip export restrictions.
  • Strategic Moves: NVIDIA is leasing a new space in China, emphasizing no transfer of core IP. They're also implementing policies to control content reviews.

Market Dynamics and Implications

  • AI Efficiency Metrics: The lack of standardized metrics for GPU usage efficiency is a challenge, with Model FLOPS Utilization (MFU) emerging as a potential solution.
  • Global Expansion: NVIDIA's partnerships and product launches underscore its dominance in AI hardware, influencing industries from IT services to healthcare.
  • Geopolitical Risks: Export restrictions and geopolitical tensions could impact NVIDIA's global reach, particularly in China.
  • Competitive Landscape: With Dell integrating Blackwell Ultra chips into AI servers, NVIDIA faces competition in the hardware space while maintaining leadership in AI innovation.

Taiwan Tensions

  • Trade Issues: Ongoing tariff disputes with the U.S., viewed as minor friction between allies.
  • NVIDIA's Presence: Opening an office in China for existing employees, aligning with their usual operational presence.

This summary highlights key business moves and market implications, emphasizing NVIDIA's strategic dominance in AI and Nintendo's production capabilities.