Nvidia Cheaper Than Apple, Microsoft, Meta? Analyst Sees 'Compelling Value' - Benzinga

Recent market analysis reveals that NVIDIA's valuation may be lower than that of tech giants like Apple, Microsoft, and Meta, sparking widespread analyst attention. Analysts believe NVIDIA's leading p... Read original →

NVIDIA trading below Apple, Microsoft, and Meta reflects not undervaluation but market skepticism over AI infrastructure ROI timelines. Technically, its GPU dominance is forcing redesigns across data center power delivery, interconnect fabrics, and compiler stacks—constraining TSMC’s (Taiwan, China) CoWoS capacity and inflating costs for smaller chipmakers. On compliance, U.S. export controls on AI chips to China temporarily shield margins but accelerate domestic Chinese alternatives, eroding long-term pricing power. Facing AMD’s MI300X and Google’s TPU v5, NVIDIA must widen the compute gap with post-Blackwell Rubin architecture. Over the next 12–24 months, if generative AI inference fails to scale into revenue, its 'AI monopoly premium' collapses; if enterprise AI shifts from pilots to CAPEX, NVIDIA becomes the oil pipeline of the digital era.