NVIDIA, AMD and ARM Holdings represent the vanguard of innovation in the semiconductor industry. AMD stands out with its EPYC processors driving substantial growth in server CPUs through strategic partnerships. ARM leads in mobile processors and expands into automotive and internet of things sectors with its efficient architecture and robust financial model. Meanwhile, NVIDIA continues to dominate in AI and data center solutions with cutting-edge GPU platforms like RTX and Hopper, achieving record revenues and pioneering advancements in technology. Investing in a diversified AI portfolio featuring these industry leaders offers robust growth potential and resilience, supported by their distinctive contributions to technological advancement and market leadership.
NVIDIA, reported record first-quarter revenue of $26.0 billion, up 18% from the previous quarter and 262% year-over-year, with Data Center revenue hitting $22.6 billion, up 23% from Q4 and 427% from a year ago. Additionally, NVIDIA announced a ten-for-one stock split effective June 7, 2024, and increased its quarterly cash dividend by 150% to $0.01 per share post-split. AMD, AMD (NASDAQ: AMD) reported first-quarter 2024 revenue of $5.5 billion with a gross margin of 47%. Operating income was $36 million, and net income reached $123 million, resulting in diluted earnings per share of $0.07. On a non-GAAP basis, AMD achieved a gross margin of 52%, operating income of $1.1 billion, net income of $1.0 billion, and diluted earnings per share of $0.62. ARM reported strong Q4 revenue of $928 million, up 47% year-over-year, driven by growth in royalty and license revenue. Royalties increased to $514 million, up 37%, supported by Armv9-based chip adoption and semiconductor industry recovery. License revenue grew to $414 million, up 60%, fueled by significant AI technology agreements. ARM also achieved a non-GAAP operating profit of $391 million with a 42.1% margin. For the full year, ARM’s revenues reached $3.233 billion, a 21% increase, bolstered by record royalty and license revenues. All sources are from the latest quarterly results of the three companies, available via their respective websites* |
Invest in a balanced AI underlying product featuring NVIDIA, AMD, and ARM, receiving a 12% annual return. This strategy accommodates a 50% drop in any stock without capital loss, leveraging the growth prospects of each company. Apply now.
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