
65. Nvidia: ¿la primera empresa de $10 trillones?
Descripción del Episodio
Nvidia acaba de volver a romper las expectativas de Wall Street.
En su último reporte, la compañía presentó más de $96 mil millones de ingresos y casi $60 mil millones de utilidad neta. Pero quizá lo más impresionante no está en los resultados pasados, sino en lo que viene: su guía implica un crecimiento cercano al 89% para el próximo trimestre y alrededor de 70% hacia 2027, incluso sin considerar China.
La pregunta es inevitable:
¿Nvidia todavía está barata?
Si quieres invertir con una estrategia bien construida, conoce GBM Advisory haciendo click aquí.
En este episodio especial de El Arte de Invertir, Javi y Cometa analizan el nuevo reporte de Nvidia y lo que significa para toda la cadena de inteligencia artificial.
Hablamos de:
• El nuevo récord de ingresos y utilidades de Nvidia.
• Por qué su crecimiento sigue acelerándose.
• La guía de crecimiento para 2027.
• Si Nvidia realmente está barata frente a otras compañías de semiconductores.
• Qué tendría que pasar para que alcance una valuación de $10 trillones.
• La diferencia entre una burbuja de precios y una burbuja de utilidades.
• Qué podría pasar si el crecimiento de la IA empieza a desacelerarse.
• El papel de Taiwan Semiconductor en la cadena de suministro.
• Por qué memoria sigue siendo uno de los grandes cuellos de botella.
• Micron, AMD, Broadcom, Intel y las compañías de fotónica.
• La competencia que podría presionar los márgenes de Nvidia.
• Cómo posicionarse alrededor de la infraestructura de inteligencia artificial.
Una de las grandes contradicciones que analizan es que Nvidia puede estar creciendo más rápido que muchas compañías más pequeñas del sector y, aun así, cotizar a múltiplos más bajos que algunas de ellas.
También discuten por qué Taiwan Semiconductor, Micron y fotónica podrían beneficiarse del mismo boom: Nvidia depende de una cadena de suministro que todavía enfrenta importantes restricciones de capacidad.
📅 Episodio grabado el 28 de agosto de 2026.
💬 Las opiniones expresadas en este podcast son exclusivamente a título personal y no representan la posición de ninguna empresa o institución relacionada. Este contenido tiene fines informativos y no constituye una recomendación de inversión o asesoría financiera.
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