Nvidia dominated 2024 big-time. Next year? Plenty of challenges.

Published On Dec 24, 2024, 6:00 AM

Nvidia had an exceptionally successful 2024, with significant revenue growth and becoming one of the world's most valuable companies. The demand for its AI technology, bolstered by its high-performance Blackwell chips, is anticipated to continue in 2025. However, competition is intensifying with rivals like AMD and Intel, as they launch products targeting Nvidia's market share. Although Nvidia faces challenges, analysts predict its revenues and market position will remain strong amidst competition due to its established customer base and advanced technology.

Stock Forecasts

NVDA

Positive

Nvidia is expected to maintain its leading position in the AI sector, particularly with the rollout of its Blackwell chip and as hyperscalers upgrade their data centers. Despite competition from AMD and Intel, Nvidia's strong market presence and pending sales from pre-orders indicate continued growth in sales and revenue.

AMD

Negative

AMD and Intel are launching competitive chips which could challenge Nvidia's dominance. This could potentially limit Nvidia's market share growth. Investors should be cautious of fluctuations in Nvidia's stock as these competitors gain traction.

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