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Nvidia Talks at the Goldman Sachs Tech Conference: 5 Top Takeaways

Fresh off yet another breakout quarter , Nvidia’s red-hot chipmaker ( NVDA ) Was one of the first presenters at Goldman Sachs’ ( GS ) High-profile annual technology and internet conference in San Francisco on Tuesday morning. Nvidia’s stock rose more than 80% in 2017 and is up more than 20% this year alone in the strength of its GPUs from gamers, cryptocurrency miners, AI developers and supercomputer users. Here are the top takeaways from the presentation, given by Nvidia CFO Colette Kress: At multiple points during the talk, Kress stressed the value of Nvidia ‘s software stack and developer ecosystem, enabled by its CUDA programming interfaces, as differentiators. Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia Nvidia remain a key advantage as Intel INTC ) goes after the high-end GPU market. Kress also mentioned how Nvidia’s software investments are contributing to margin expansion. Nvidia’s percentage rose to 62.1%, and is forecast to be in a range of 62.5% to 63.5% in the April quarter. She also stressed how Nvidia is looking forward to a different opportunity. Kress called Nvidia’s autonomous driving efforts “an extension” of its data center AI efforts, and also mentioned its attempts to create AI-powered solutions in fields such as traditional high-performance computing (HPC) and “edge” devices such as drones and surveillance cameras. Kress sounded cautiously optimistic about cryptocurrency miners, which led to major graphics card shortages. Nvidia believes that it is more likely that it will remain viable and that it will be able to remain unchanged. It is also seen that some GPUs being sold end up being used for both gaming and mining, thus making it hard to clean up one another. There’s a lot of new information about Nvidia’s automotive efforts. Kress did, however, make a point of declaring that there is an industry-wide push to make autonomous driving a reality – one encompassing not just automakers, but suppliers, ride-sharing firms and others. Powerful PX Pegasus Computing board – it’s two systems-on-chips (SoCs) with two discrete GPUs – to power Level 5 (fully driverless) autonomous cars, as well as Level 4 vehicles that have steering wheels in the most situations. Nvidia is a holding Jim Cramer’s Action Alerts PLUS Charitable Trust Portfolio. Cramer buys or sells NVDA ? Learn more now .

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