4/13/2023 0 Comments Smart driver manager license key![]() ![]() ![]() Investors see major opportunities for Nvidia's AI Enterprise software (e.g., training AI models) and Omniverse Enterprise for metaverse applications. It's been supplying free software downloads for years for its gaming GPUs, but selling software services to enterprises could become the company's main growth driver. Nvidia has made a big push into software, which not only expands its addressable market opportunity but, most importantly, further solidifies its competitive advantage. The analyst expects this to translate to more sales for Nvidia's data center chips. During Tesla's recent investor day conference, CEO Elon Musk reportedly told analysts that the company is working to increase the capabilities of its neural training system for its electric vehicles "by an order of magnitude" by the end of this year. Moreover, Citi analyst Atif Malik recently called out Tesla as a possible catalyst. Nvidia's data center business was hurt by the recent COVID-19 disruptions in China, but China's recovery will turn this headwind into a positive catalyst. It also means a quick turnaround in the data center segment, which posted a 6% sequential decline last quarter. That would continue the momentum in gaming, which increased 16% sequentially in fiscal Q4 (ended Jan. ![]() For the fiscal first quarter (which goes through April), guidance calls for sequential growth in data center and gaming. ![]() Nvidia's guidance is already pointing to a recovery on the horizon. Nvidia management expects strong growth this year ![]()
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