Could this Nvidia partner be a new AI winner? Evercore ISI thinks so

) and other leading chipmakers. However, Evercore ISI believes there is another company, an Nvidia partner, that may be overlooked amidst this boom.

Nvidia stock is already up 80% in 2024, extending its eye-popping gains from last year. The chipmaker’s share price currently sits around the $890 mark, though many Wall Street analysts believe there’s room for further growth.To be more specific, companies specializing in the hardware essential for AI computing are emerging as a new focal point for investors.

NVL72 is Nvidia’s rack-scale system that uses NVLink to mesh 72 Blackwell accelerators into one big GPU.This includes components such as copper cables and interconnects, with the value of APH materials in each system estimated to be between $100,000 and $120,000. Although the exact distribution of these components is not yet clear, the analysts believe that current allocations are predominantly favoring APH.

Nvidia’s implementation of extensive copper cabling—exceeding two miles—for its GB200 NVL72 GPU compute solution presents a notable revenue opportunity worth examining.

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Why Nvidia, Google And Microsoft Are Betting Billions On Biotech’s AI FutureI'm a Forbes technology reporter and senior writer based in San Francisco. Send me tips at rnievaforbes.com or richardnievaprotonmail.com.
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Now it's NVIDIA being sued over AI copyright infringementSteve should have known that civil engineering was not for him when he spent most of his time at university monkeying with his 8086 clone PC. Although he graduated, a lifelong obsession of wanting the Solitaire win animation to go faster had begun.
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