{"id":3429,"date":"2024-11-21T06:33:11","date_gmt":"2024-11-21T05:33:11","guid":{"rendered":"https:\/\/www.powertrade.fr\/?p=3429"},"modified":"2024-11-21T06:43:25","modified_gmt":"2024-11-21T05:43:25","slug":"ou-va-nvidia","status":"publish","type":"post","link":"https:\/\/www.powertrade.fr\/index.php\/2024\/11\/21\/ou-va-nvidia\/","title":{"rendered":"O\u00d9 VA NVIDIA ?"},"content":{"rendered":"\n<p>Les ventes de Nvidia ont fortement progress\u00e9 ce dernier trimestre avec des b\u00e9n\u00e9fices qui ont quasiment doubl\u00e9.             Le r\u00e9sultat ajust\u00e9 par action de 81 cents surpasse le consensus, qui \u00e9tait de 75 cents.<\/p>\n\n\n\n<p>NVIDIA a r\u00e9cemment d\u00e9tr\u00f4n\u00e9 Apple \u00e0 la place de premi\u00e8re capitalisation am\u00e9ricaine, cela dans un contexte de forte demande de processeurs utilis\u00e9s pour l&rsquo;intelligence artificielle.<\/p>\n\n\n\n<p>La derni\u00e8re architecture Blackwell (architecture destin\u00e9e \u00e0 l&rsquo;IA g\u00e9n\u00e9rative) NVIDIA devra cependant subir la concurrence croissante d&rsquo;Advanced Micro Devices dans les mois qui viennent.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"850\" height=\"478\" src=\"https:\/\/www.powertrade.fr\/wp-content\/uploads\/2024\/11\/geforce-rtx-40-series-new.jpg\" alt=\"\" class=\"wp-image-3431\" srcset=\"https:\/\/www.powertrade.fr\/wp-content\/uploads\/2024\/11\/geforce-rtx-40-series-new.jpg 850w, https:\/\/www.powertrade.fr\/wp-content\/uploads\/2024\/11\/geforce-rtx-40-series-new-300x169.jpg 300w, https:\/\/www.powertrade.fr\/wp-content\/uploads\/2024\/11\/geforce-rtx-40-series-new-768x432.jpg 768w, https:\/\/www.powertrade.fr\/wp-content\/uploads\/2024\/11\/geforce-rtx-40-series-new-800x450.jpg 800w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<p>Les puces d&rsquo;IA de nouvelle g\u00e9n\u00e9ration de Nvidia, qui devraient arriver sur le march\u00e9 en grandes quantit\u00e9s l&rsquo;an prochain, sont tr\u00e8s demand\u00e9es par toute l\u2019industrie de l\u2019IA.<\/p>\n\n\n\n<p>Ce qui est occult\u00e9 peut \u00eatre \u00e0 la lecture de ces r\u00e9sultats, c\u2019est que Nvidia pourrait bien proposer son premier CPU grand public \u00e0 destination des PC en 2025.<br>Autant vous dire que le march\u00e9 des PC&nbsp; en 2025 sera bouscul\u00e9 et qu\u2019Intel en souffrira certainement comme personne n\u2019ose l\u2019imaginer.<\/p>\n\n\n\n<p><strong>L\u2019avis de \u00ab&nbsp;Power-Trade&nbsp;\u00bb<\/strong><\/p>\n\n\n\n<p>A Power-Trade nous pensons que les CPU grand public&nbsp; \u00e0 destination des PC en 2025 sera une nouvelle manne de revenus additionnels pour NVIDIA.<\/p>\n\n\n\n<p>Et que de ce fait, AMD et INTEL perdront du Chiffre d\u2019affaire au profit de NVIDIA&#8230; Nous pensons aussi que l\u2019IA va continuer \u00e0 doper la derni\u00e8re architecture Blackwell.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>En cons\u00e9quence.<\/strong><\/p>\n\n\n\n<p>Notre objectif de cours pour le titre NVIDIA: 175 $<\/p>\n\n\n\n<p>Notre syst\u00e8me de notation:&nbsp;<a href=\"https:\/\/app.powertrade.fr\/\">app.powertrade.fr<\/a><\/p>\n\n\n\n<p>ainsi que value investing:&nbsp;<a href=\"https:\/\/www.youtube.com\/redirect?event=comments&amp;redir_token=QUFFLUhqa2JWakdibHdBVmxIWFJWa2h0Z0hCbWtLVjNKQXxBQ3Jtc0tsRUVzejFKMFJXUXQxTjdTemFxMTVieE9uMTJrQ3dLeTNQbEYwQXdxLVR5MmhEZ1NILS1LcENLS2tzLTRqcEo0WEF2aHJtREJPdEFrblhqcDdlNkowbWtBakZZc1dTcXUweVFFeV9EdXJMUUtzVWFOOA&amp;q=https%3A%2F%2Fwww.value-investing-screener.com%2F%3Fref%3Dnmrjnjl\">https:\/\/www.value-investing-screener.com\/?ref=nmrjnjl<\/a><\/p>\n\n\n\n<p>qui permettent d\u2019afficher les notes ci-dessous:<\/p>\n\n\n\n<p><strong>Note Power Trade:&nbsp; 20,00 sur 20&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>Note Value Investing:&nbsp; 9 sur 13<\/strong><\/p>\n\n\n\n<p><strong>Note moyenne des 2&nbsp;syst\u00e8mes: 17,43 sur 20&nbsp;<\/strong><\/p>\n\n\n\n<p>Cet article n\u2019est pas un conseil en investissement.<\/p>\n\n\n\n<p>Article \u00e9crit par Patrick.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Les ventes de Nvidia ont fortement progress\u00e9 ce dernier trimestre avec des b\u00e9n\u00e9fices qui ont quasiment doubl\u00e9. Le r\u00e9sultat ajust\u00e9 par action de 81 cents surpasse le consensus, qui \u00e9tait de 75 cents. NVIDIA a r\u00e9cemment d\u00e9tr\u00f4n\u00e9 Apple \u00e0 la place de premi\u00e8re capitalisation am\u00e9ricaine, cela dans un contexte de forte demande de processeurs utilis\u00e9s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3430,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ofc_meta_disable_footer_callout":"","ofc_meta_callout_button_url":"","ofc_meta_callout_button_txt":"","ofc_meta_callout_text":"","ofc_enable_fullscreen":"disable","ofc_fullscreen_speed":0,"ofc_fullscreen_nav":"enable","ofc_fullscreen_nav_pos":"right","ofc_fullscreen_nav_color":"","ofc_fullscreen_nav_tooltip_color":"","ofc_fullscreen_responsive":0,"osp_disable_panel":"default","osh_disable_topbar_sticky":"default","osh_disable_header_sticky":"default","osh_sticky_header_style":"default","osh_sticky_header_effect":"","osh_custom_sticky_logo":0,"osh_custom_retina_sticky_logo":0,"osh_custom_sticky_logo_height":0,"osh_background_color":"","osh_links_color":"","osh_links_hover_color":"","osh_links_active_color":"","osh_links_bg_color":"","osh_links_hover_bg_color":"","osh_links_active_bg_color":"","osh_menu_social_links_color":"","osh_menu_social_hover_links_color":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3429","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-macro-eco","entry","has-media"],"categories_names":["Macro-\u00e9conomie"],"post_class":[["post-3429","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-macro-eco","entry","has-media"]],"author_avatar":["<img 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