NVIDIA Investor Day Takeaways
<p>Analysts at Oppenheimer provided a company update on <a href='https://financialmodelingprep.com/financial-summary/NVDA'>NVIDIA Corporation (NASDAQ:NVDA) </a>following GTC and Investor Day.</p>
<p>According to the analysts, management’s tone was bullish as it updated opportunities across DC AI, gaming, and auto. Software was another key highlight as the company expects to monetize myriad applications in enterprise, Omniverse and DRIVE. </p>
<p>No financial update was given, but management noted that Q1 is on track. Supply remains tight, most acutely in gaming, but expected to improve materially in the second half of the year.</p>
<p>The company anticipates mix-driven gross margin expansion this year with growing software revenues providing a long-term margin tailwind. The analysts see structural growth led by DC AI and gaming, as well as Auto.</p>

NASDAQ:NVDA