Hopper and Blackwell GPU platforms
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NVIDIA Corporation (NVDA): Our Calculation of Intrinsic Value
Acquirersmultiple· 2025-11-28 07:25
Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: NVIDIA Corporation (NVDA).ProfileNVIDIA is the global leader in accelerated computing and the foundational hardware provider for the AI revolution. The company’s data-center segment, powered by its Hopper and upcoming Blackwell GPU platforms, drives the vast majority of revenue and profits as hyperscalers, enterprises, and AI startups continue scaling GPU clusters at unprecedented levels. NVIDIA’s ecosyste ...