LSEG teams up with NVIDIA for faster market data processing

Impact · against what's priced in

This partnership is a minor positive for LSEG and NVDA, but for NVIDIA, it is a incremental confirmation of existing enterprise AI trends. It does not move the needle on the massive Blackwell/Rubin revenue targets that the market is currently discounting.

NVDA+0.10: Challenges what's priced in
The price assumes: The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures
Expanding enterprise AI reach into financial data processing supports the bull case for surging AI demand, which the market is currently refusing to pay for.
What NVDA's price assumes · Sep 1

LSEG teams up with NVIDIA for faster market data processing

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LSEG teams up with NVIDIA for faster market data processing

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