The Wall Street Journal reported that Nvidia is in discussions to provide a roughly $250 billion backstop for OpenAI as part of a massive data center project in Ohio. The report suggests that the backstop will allow OpenAI, still a privately owned startup, to receive better financing terms.
The AI infrastructure opportunity is massive, and Nvidia foresees $3 trillion-$4 trillion of annual AI infrastructure spending by 2030.
Nvidia’s customers are a handful of the largest Tech companies in the world, and they all have an incentive to eventually diversify away from Nvidia to some extent.
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Metric
|
NVDA
|
AMD
|
INTC
|
|---|---|---|---|
Price/Earnings (Normalized) | 38.34 | 83.91 | 93.26 |
Price/Book Value | 27.75 | 11.73 | 5.86 |
Price/Sales | 21.61 | 19.30 | 8.74 |
Price/Cash Flow | 37.34 | 67.68 | 27.53 |
|
Metric
|
NVDA
|
AMD
|
INTC
|
|---|---|---|---|
Quick Ratio | 2.76 | 1.69 | 0.95 |
Current Ratio | 3.44 | 2.61 | 1.60 |
Interest Coverage | 628.92 | 50.86 | −8.63 |
|
Metric
|
NVDA
|
AMD
|
INTC
|
|---|---|---|---|
Return on Assets (Normalized) | 79.83% | 10.30% | 1.12% |
Return on Equity (Normalized) | 108.79% | 12.83% | 2.20% |
Return on Invested Capital (Normalized) | 99.20% | 11.99% | 1.36% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Broadcom Inc
AVGO
| LOCK|!jX#M<< | LOCK|sK | $2T | |||
| Taiwan Semiconductor Manufacturing Co Ltd ADR
TSM
| LOCK|Pj<s%Z | LOCK|$XQ | $2T | |||
| Micron Technology Inc
MU
| LOCK|lC#%pj> | LOCK|<Bq | $991B | |||
| Advanced Micro Devices Inc
AMD
| LOCK|$@Md%@!# | LOCK|js&y | $789B | |||
| SK hynix Inc ADR
SKHY
| LOCK|m$wjGCq | LOCK|&p | $709B | |||
| Intel Corp
INTC
| LOCK|HJPBVs | LOCK|!!L | $513B | |||
| ARM Holdings PLC ADR
ARM
| LOCK|kK%$H%N | LOCK|S> | $302B | |||
| Texas Instruments Inc
TXN
| LOCK|$$XvS?k | LOCK|!Z | $261B | |||
| Marvell Technology Inc
MRVL
| LOCK|#PM$q^b | LOCK|K!r^ | $196B |
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United States