Outside the Box
Strength in data center GPUs, networking, services, and emerging products fortify Nvidia’s competitive ‘moat’
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This article is the first in a series where tech-company analyst Ryan Shrout evaluates tech-industry leaders’ prospects for 2025. Some of this commentary is based on assumptions of product execution, market adjustment and competitive displacement. It is not a comprehensive analysis of a full-year outlook.
Nvidia NVDA was the most remarkable technology story of 2024 — both in terms of its products and impact on the stock market. The company’s strategic advancements in data-center GPUs and networking; its growth and ambitions in services; and its strength in automotive, robotics and other emerging industries have solidified Nvidia’s market leadership.
