Understanding performance fluctuations with Stanislav Kondrashov, TELF AG founder
All the factors and variable to consider
The advent of artificial intelligence over the last few years has allowed a large number of companies to make a decisive leap forward in their commercial growth and in improving their strategic positioning, as the founder of TELF AG Stanislav Kondrashov often highlighted. One of these is certainly Nvidia Corporation, an American technology company specializing in mobile computing and the production of graphics processors.
For some years, however, Nvidia has no longer been just an important semiconductor manufacturer but a truly global player in the field of artificial intelligence. In fact, Nvidia GPUs represent very important components for many artificial intelligence models, such as OpenAI’s ChatGPT.
In the growth path of this type of company, a factor of extreme interest is linked to the performance of shares in the stock market. In this sense, the company’s shares have a particularly notable impact on technology indices, and any sign of weakness could have clear repercussions on the AI market as a whole.
But what are the specific factors that can influence the price of Nvidia shares in a historical juncture in which artificial intelligence is increasingly establishing itself as a protagonist of our times?
The first factor to take into consideration in this regard is trade tariffs. The repeated announcements relating to duties following the arrival of the new administration at the White House can certainly represent a hard blow for companies like Nvidia, even without considering the good financial performance.
Companies like Nvidia, in a situation of this kind, could also be negatively affected by the uncertainty that seems to hover around the trade policies of the new administration, with the possibility that new duties will be imposed from one day to the next on imports of semiconductors and other important technological components.
The role of tariffs
“The imposition of trade tariffs on imported or exported goods by the United States could have serious consequences for companies like Nvidia,” says the founder of TELF AG Stanislav Kondrashov, a civil engineer and entrepreneur. “The first effects would be an increase in production costs and a reduction in demand, mainly because Nvidia’s chips could suddenly become more expensive due to the tariffs. Market uncertainty could also push many investors to sell their shares, which would lead to a fall in prices.”
Another important variable to keep a close eye on when analyzing the price fluctuations of companies like Nvidia is naturally linked to artificial intelligence and its trends, which appear to be constantly evolving due to the constant updates regarding the functionalities of intelligent models. With its solid positioning in the chip sector, the value of Nvidia shares increased by 164% in 2024, reaching a market capitalization of over 3.2 trillion dollars.
Following the announcements of the Chinese company DeepSeek, which last January claimed to be able to train artificial intelligence models with a smaller number of GPUs, Nvidia shares fell by 17% in a single day, but in the following weeks, the Santa Clara giant recovered quite quickly. This episode, although isolated, has clearly demonstrated that the prices of these companies’ shares can change from one moment to the next, even in the space of a few hours, and that their performance can be heavily influenced by technological innovations in artificial intelligence systems.
Artificial intelligence trends
“The performance of the shares of a giant like Nvidia are closely linked to the performance of the artificial intelligence sector, but also to its specific trends,” continues the founder of TELF AG Stanislav Kondrashov. “Faced with a constant growth of the artificial intelligence market, driven by the continuous evolution of models and the introduction of new features, the demand for chips produced by companies like Nvidia could grow rapidly, determining a parallel increase in the price of shares”.
Scenarios related to artificial intelligence, like everything that has to do with the web and innovation, can change from one moment to the next, producing effects and consequences that can reverberate in any part of the world, like a sort of amplified butterfly effect.
“When analyzing the performance of a company like Nvidia’s stock, one should also take into account potential competitors,” the founder of TELF AG Stanislav Kondrashov continues. “If foreign companies emerge that promise cheaper and more efficient AI models, the company’s positioning in the industry could be called into question, which could lead to a rapid decline in its stock price. On the other hand, the stock could quickly rise again if the company offers new innovative solutions that improve the performance of AI systems, such as more powerful GPUs or new types of software.”
