{"id":251535,"date":"2026-01-25T20:58:19","date_gmt":"2026-01-25T20:58:19","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/251535\/"},"modified":"2026-01-25T20:58:19","modified_gmt":"2026-01-25T20:58:19","slug":"goldman-reaffirms-preference-for-nvidia-nvda-in-ai-compute-ecosystem","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/251535\/","title":{"rendered":"Goldman Reaffirms Preference for Nvidia (NVDA) in AI Compute Ecosystem"},"content":{"rendered":"\n<p class=\"yf-vbsvxt\">NVIDIA Corporation (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">NVDA<\/a>) is one of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-buzzing-ai-stocks-analysts-are-watching-1678957\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Buzzing AI Stocks Analysts are Watching.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Buzzing AI Stocks Analysts are Watching. <\/a>On January 20, Goldman Sachs reaffirmed its preference for Broadcom and Nvidia, highlighting that it continues to prefer both names within the compute ecosystem.<\/p>\n<p class=\"yf-vbsvxt\">The firm developed an \u201cinvestment cost curve\u201d to compare the economies of different chipmakers\u2019 AI solutions and their competitiveness over time. It is intended to address investor questions about the GPU versus ASIC debate in artificial intelligence computing.<\/p>\n<p class=\"yf-vbsvxt\">The firm\u2019s analysis indicates that Google\/Broadcom\u2019s TPU is rapidly closing the performance gap with Nvidia\u2019s GPU solutions on compute cost performance. The TPU v7 achieves an estimated 70% reduction in cost per token compared to TPU v6, bringing it on par or slightly better than Nvidia\u2019s GB200 NVL72 in absolute cost terms.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"\" loading=\"eager\" height=\"640\" width=\"960\" class=\"yf-lglytj loader\"\/>     <\/p>\n<p class=\"yf-vbsvxt\">Even though competitive pressures exist, Goldman believes Nvidia still has advantages, particularly in its time-to-market and software. Moreover, its CUDA software remains a significant competitive moat for customers.<\/p>\n<p class=\"yf-vbsvxt\">In comparison, Amazon\u2019s Trainium and AMD solutions have delivered only about 30% cost reduction, lagging behind Nvidia and Google solutions on absolute cost.<\/p>\n<p class=\"yf-vbsvxt\">NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.<\/p>\n<p class=\"yf-vbsvxt\">While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-vbsvxt\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-making-waves-on-wall-street-14-1677607\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Making Waves on Wall Street;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Making Waves on Wall Street<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-on-market-radar-3-1678532\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks on Market Radar;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks on Market Radar<\/a><\/p>\n<p class=\"yf-vbsvxt\">Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"NVIDIA Corporation (NASDAQ:NVDA) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Goldman Sachs&hellip;\n","protected":false},"author":2,"featured_media":68935,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,55832,11088,111,139,7146,69,145,116327],"class_list":{"0":"post-251535","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-cost-reduction","12":"tag-goldman-sachs","13":"tag-new-zealand","14":"tag-newzealand","15":"tag-nvidia-corporation","16":"tag-nz","17":"tag-technology","18":"tag-tpu"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/251535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=251535"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/251535\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/68935"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=251535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=251535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=251535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}