A few hours ago I wrote about AMD's great success throughout 2016, but it has been both Team Red and Team Green that have exploded this year - with NVIDIA hitting a record high $100.21 per share (at the time of writing).
NVIDIA started the year with its shares at $32.37, but reached $45 or so at the time of the GeForce GTX 1070 and GTX 1080 unveiling in May. But it was on November 10 that NVIDIA stock skyrocketed from $67.77 per share, to $87.97 per share on November 11. Why? NVIDIA released their analyst-beating Q3 2016 results, riding the success of their GTX 10 series graphics cards, dominance in machine learning, AI, deep learning, and more.
And now, NVIDIA stock has reached a record $100.21 per share, with Evercore ISI's CJ Muse expecting NVIDIA shares to reach $120 soon, with machine learning "making more and more use of NVIDIA GPUs". NVIDIA has been pushing into the deep learning market for a couple of years now, unleashing their HBM2-powered Tesla P100 graphics card, powered by the Pascal architecture, during GTC 2016 earlier this year.
NVIDIA launched a massive enthusiast offensive this year with the GeForce GTX 1070 and GTX 1080, offering unprecendented performance - absolutely nailing the high-end market. If you're a pro-gamer, or enthusiast who wants to hit 120/144/160/180/240Hz (yeah, there's a lot of high-end monitors out there) - you're going to go NVIDIA. There are not many high-end AMD Radeon graphics cards that can maintain 165FPS at 2560x1440 in games like Overwatch or Battlefield 1, which is where NVIDIA placed its bets.