Last quote by Vivek Arya
Our industry checks show improving mindshare/shelf-space for AMD's new Ryzen desktop-PC processors, incl. 30-50% share at prominent e-tailors, well ahead of AMD's 11% current desktop unit share. The key conclusion is that AMD has momentum which should gradually translate to share gains.feedback
Aug 15 2017
This page is completely dedicated to what Vivek Arya has to say. All of Vivek Arya’s quotes are organized here by date and topic. The most recent quote attributed to Vivek Arya came from an article called Market's hottest stock Nvidia plunges after traders didn't get perfect earnings report they expected: “We have seen several quarters where your data center business grew very strongly on a sequential basis. This time the growth was somewhat more modest.”.
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Quotes by Vivek Arya
Aug 11 2017
We have seen several quarters where your data center business grew very strongly on a sequential basis. This time the growth was somewhat more modest.feedback
Jun 21 2017
Both these trends are at risk if large PC, cloud and enterprise customers now have AMD as an option. Meanwhile NVDA continues to put pressure by shifting more workloads on to its graphics accelerators, and away from INTC's processors.feedback
Jun 21 2017
It's early days and AMD's historical execution has been weak, but we believe increased AMD competition in servers, and share gains by NVDA in AI/accelerators, could limit INTC's expansion of its avg. selling prices (ASP).feedback
Jun 09 2017
NVDA is trading at a premium multiple, but the momentum could persist given: (1) Only 17% ownership by large-cap active US managers (vs. large-cap semi comps 25%-39% ownership; (2) Potential expanding ownership by Softbank vision fund, per media reports; and (3) Scarcity value as the only proven way to gain exposure to nascent AI/machine learning trend which could be a 10-20x growth opportunity. This weekend's E3 gaming show typically marks start of 2H seasonal strength.feedback
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