Northwise Company Research
NVIDIA CORP
NVDATechnology & AI · AI & Compute Infrastructure
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Recent Research
More Northwise Research on NVIDIA CORP
Research NotePublic Research
NVDA vs AMD
Dec 23, 2025
NVDA vs AMD: Why NVIDIA Is Moving Beyond GPUs Why the AI accelerator market is shifting from chip dominance to full stack compute systems Executive Framing This piece is not a bet against NVIDIA, nor is it an argument that AMD is about to displace the market leader. NVIDIA remains the dominant supplier of accelerated […]
Research NotePublic Research
NVDA Stock Forecast 2030
May 21, 2025
NVIDIA Deep Dive: From Graphics to Global Infrastructure A long-view thesis on how NVIDIA became the substrate of modern compute, and why its valuation may still understate the scale of what it is building. From Silicon to Substrate NVIDIA’s market cap just crossed 3.2 trillion dollars. The numbers are historic, but they don’t tell the […]
