Will Nvidia Corporation Stock Rebound Going Into GDC 2017 Event?

GeForce GTX 1080 Ti Could Solve Gaming Concern.

A fellow Amigobulls contributor had addressed the 'Gaming' segment concerns in a previous NVIDIA post, citing the management commentary from the latest earnings call. To add to it, a Wccftech post reports that NVIDIA's GeForce GTX 1080 Ti could hit the market by March end and AMD is supposedly only previewing their "Vega 10 graphics cards which are a bit faster than the GTX 1080". Vega GPUs are only expected to be available by the end of Q2. This gives GTX 1080 Ti more time to capture the market and may galvanize the gaming segment with its early launch. Also, as it is touted to be the fastest graphic card in the world, it may keep AMD at bay for a considerable duration. The early launch may also help the upgrade cycle to Pascal GeForce by NVIDIA enthusiasts pick up more pace.

The above report suggests that "we could possibly see P6000 specs on the 1080 Ti with drivers optimized for AAA gaming and VR." This would give AMD a tough time in VR gaming. AMD currently has an edge over NVIDIA in this space. Also, VR gaming is expected to pick up more pace in 2017 as evidenced by Sony surpassing its own expectations, selling 915,000 PlayStation VR headsets in first four months. The unveiling of GeForce GTX 1080 Ti is eagerly awaited and the performance benchmarks, if in line with expectations, could come as a big boost to NVDA stock.

NVIDIA Still The GPU Market Leader.

Jon Peddie Research for Q4 2016 , as reported by Wccftech states that in Q4 "NVIDIA GPU market share now stands at 70.5% compared to 70.2% in the previous quarter". The research finds that "PC gaming is the single strongest pillar to lift up this market. Demand for gaming PCs is at an all time high and this has resulted in many OEMs and AIB partners supplying gaming branded products, aimed specifically at the PC gaming audiences." An important point to note in the research findings is the growth of performance PC market by a huge fraction over the past few months and enthusiast cards have also seen an increase in overall shipments. This growth has been driven by NVIDIA's GeForce GTX 1070, GTX 1080 and GTX Titan X. The research expects "GTX 1080 Ti graphics card aim to amp up the PC gaming market with some outstanding performance figures." GTX 1080 Ti could help NVIDIA capture a large chunk of the PC gaming market, which is going strong crossing over $30B in sales in the US alone. It is expected to continue growing and GTX 1080 Ti could be a likely catalyst.

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Disclosure: Neither Amigobulls, nor any members of its staff hold positions in any of the stocks discussed in this post. The author may not be a ...

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