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jensen mentioned that.u choose to leave nvidia in a few years and go to the in-house options that a lot of mega cap tech players are trying to work on or the likes of amd or intel eventually, who knows. >> right. the creation of the ecosystem. stacy, do you see that as well, and how important does that become in terms of the models that you build to figure out what this company will be earning in years to come? >> the ecosystem is hugely important. they do everything, they do the chips, they do the hardware, the software, they do the networking, they do everything. there isn't a single other company on the planet that does everything like to the extent, everything that's around the clip. it creates a tremendous amount. people have been talking about the software systems cuda, they've been doing this well over ten years. every other competitor recognizes that, every other competitor has a crash course now to try to improve their software offering. the problem is that you're fighting against a player that has
jensen mentioned that.u choose to leave nvidia in a few years and go to the in-house options that a lot of mega cap tech players are trying to work on or the likes of amd or intel eventually, who knows. >> right. the creation of the ecosystem. stacy, do you see that as well, and how important does that become in terms of the models that you build to figure out what this company will be earning in years to come? >> the ecosystem is hugely important. they do everything, they do the...
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Mar 25, 2024
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they're getting right with jensen, more than anyone in the world.d is dell i think jensen regards dell as a crucial partner when it comes to installing nvidia systems everywhere you don't call jensen or his team if you want to install the new blackwell system and its acr acroute ri mmts, you call dem. michael dell unique among all executives got a shoutout during jensen's fabled keynote, and he was in the front row to receive it talk about getting it right. i didn't know they were so close until dell's most recent completely blowout quarter, i think the stock has more room to run. after those two there might be a dropoff in terms of who's getting right with jensen. we know he values his relationship with zeeman's he calls manufacturing the final frontier, the true industrial revolution that comes with his technology something way beyond ai models that can talk to you the construction of factories is a gigantic business, and seeman's works with nvidia it only trades here it could be in a rinky ding avr, so i'm not going to recommend it. it seems to b
they're getting right with jensen, more than anyone in the world.d is dell i think jensen regards dell as a crucial partner when it comes to installing nvidia systems everywhere you don't call jensen or his team if you want to install the new blackwell system and its acr acroute ri mmts, you call dem. michael dell unique among all executives got a shoutout during jensen's fabled keynote, and he was in the front row to receive it talk about getting it right. i didn't know they were so close...
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Mar 19, 2024
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himself, jensen wong. you do not want to miss this.n i've got the ceo of the chip designer synopsis and hearing about the latest of a.i. innovation from snowflake. i know that's one you like with the company's new ceo. so stay with cramer. >> don't miss a second of "mad money." follow jim cramer on x. have a question? tweet him #madmentions or call us at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. business. it's not a nine-to-five proposition. it's all day and into the night. it's all the things that keep this world turning. the go-tos that keep us going. the places we cheer. and check in. they all choose the advanced network solutions and round the clock partnership from comcast business. see why comcast business powers more small businesses than anyone else. get started for $49.99 a month plus ask how to get up to an $800 prepaid card. don't wait- call today. >>> we're here in san jose for nvidia's gigantic conference. this stock has been a tremendous winner for us as the company practically has a monopoly on the tech
himself, jensen wong. you do not want to miss this.n i've got the ceo of the chip designer synopsis and hearing about the latest of a.i. innovation from snowflake. i know that's one you like with the company's new ceo. so stay with cramer. >> don't miss a second of "mad money." follow jim cramer on x. have a question? tweet him #madmentions or call us at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. business. it's not a nine-to-five proposition. it's all day and...
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Mar 20, 2024
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jensen's got a jet. you know what?secret weapon that he is using, and everyone's going to want a jet. we just don't know it yet, david. that's the difference. >> and everything's going to be so much faster. there was that moment where he pointed to, i think, sort of the set-up of the servers, and his point was, this is so much faster, and it's going to take up so much less space, of course. it's still going to be in datacenter, but it's going to replace what is a current datacenter just with -- wasn't that much equipment that he was looking at. >> well, he's got a great accesense of irony, and he's a very humble man. it's difficult to really grasp, sometimes, what he says, because it has so much gravitas. for instance, he said, jim, on 95% of the chips aren't any good anymore. solid 5% left. only 95% of the chips just aren't what we want, and when you hear that and you hear all these skeptics, you say, well, do they listen to him? is he too calm? does he have to be more jumping up and down? what does he have to do? >>
jensen's got a jet. you know what?secret weapon that he is using, and everyone's going to want a jet. we just don't know it yet, david. that's the difference. >> and everything's going to be so much faster. there was that moment where he pointed to, i think, sort of the set-up of the servers, and his point was, this is so much faster, and it's going to take up so much less space, of course. it's still going to be in datacenter, but it's going to replace what is a current datacenter just...
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Mar 19, 2024
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jensen huang talked about the big three.soft, alphabet and amazon will offer blackwell through cloud services. those are part of thing magnificent seven. does this cement the idea you want to be in the magnificent seven names for the a.i. trade in does it create a new leg of the a.i. trade? we are showing the other companies. i ibm and oracle as well. >> it is notable these companies offer a menu to their clients to allow them to use -- some of the companies like amazon and what have you offer access to quantum computing. i was more interested to hear the announcement of cadence and the next level down where you see the partnerships that nvidia is making with companies that are maybe not the most well known companies in the world with the biggest client bases to see further benefits across the a.i. trade. >> chris gannatti, thank you so much for your insight. it was the woodstock of tech ev events. >> yes. 18,000 penople. >> i like you kicking it off. thank you very much. good to see you. >> thank you. >> jensen huang's keyn
jensen huang talked about the big three.soft, alphabet and amazon will offer blackwell through cloud services. those are part of thing magnificent seven. does this cement the idea you want to be in the magnificent seven names for the a.i. trade in does it create a new leg of the a.i. trade? we are showing the other companies. i ibm and oracle as well. >> it is notable these companies offer a menu to their clients to allow them to use -- some of the companies like amazon and what have you...
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Mar 18, 2024
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jensen huang's got a special talent, one of many. even as you can't see it or hear it or buy it yourself. but maybe that's what makes nvidia a stock to own and not to trade. let's go to phil in california. phil. >> caller: hey, jim. longtime listener to your show, you do a great job. the stock is oracle and i was wondering if larry ellison's got that going, working into the a.i. type of work now. >> absolutely. well, phil, i think -- appreciate you saying i did a great job. i didn't do a good job on or ra cam. they screwed up the quarter twice and i couldn't take it anymore and totally delivered in the last one. the stock is up big because of a.i. and jensen and nvidia mentioned it so it's probably going higher. i thank you for the kind words. i wish i had done better. alex in florida. alex. >> caller: hey there, jim. my question is about ticker gold, barrick gold. >> i've been disappointed. i mean gold has had a big run here and you've not made any money with barrick and i have to tell you that is incredibly disappointing to me. it'
jensen huang's got a special talent, one of many. even as you can't see it or hear it or buy it yourself. but maybe that's what makes nvidia a stock to own and not to trade. let's go to phil in california. phil. >> caller: hey, jim. longtime listener to your show, you do a great job. the stock is oracle and i was wondering if larry ellison's got that going, working into the a.i. type of work now. >> absolutely. well, phil, i think -- appreciate you saying i did a great job. i didn't...
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Mar 18, 2024
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this is where jensen is.e has a formula to make things that make it so that everything that you currently -- that is digitized in your world has to be replaced, and it has to be -- there are going to be some that will be at the edge. you can do edge computing on your phone, but most of it is in a datacenter, and what he's saying is, everything that you have is too slow. everything that you have does not do what my computers can do. so, $2 trillion or $4 trillion, i don't know what it takes to replace everything. but david, everything was replaced by intel. everything. and everything is going to be replaced by nvidia. and i think the people who don't understand that don't understand how much more a computer can do. this morning, dylan, who works with me, he wanted me to send a memo to him. i had to type in the memo, send the email, i had to attach it. no. come next year, i'll just say, will you please send the march 18 email about what i'm looking at to dylan. i'm not going to type anything. but that's jensen.
this is where jensen is.e has a formula to make things that make it so that everything that you currently -- that is digitized in your world has to be replaced, and it has to be -- there are going to be some that will be at the edge. you can do edge computing on your phone, but most of it is in a datacenter, and what he's saying is, everything that you have is too slow. everything that you have does not do what my computers can do. so, $2 trillion or $4 trillion, i don't know what it takes to...
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Mar 25, 2024
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jensen quickly said, no, they're a partner. everybody is jensen's partner. and say that someone isn't. i questioned him about these companies that are developing competitors, and he goes, yeah, that's good. i like that. i might even help them you can't get jensen off his game that everybody wins you can't. he didn't say that amd is going to win that would be odd, since they're competitors, but he, obviously, has great respect for amd. he doesn't -- he's not a normal executive. he is visionary and does not think about anyone short-term hurting them he doesn't like stories that say that amazon is developing its own chip, and therefore wants to rival him, because they're the best customer, and he would do anything they want he's not a worrier he's just not. everything he does is about trying to make things better in the world. he thinks about them he thinks about what tim cook said he thinks about whether things are wasteful his favorite thing to talk about is waste >> is waste? >> waste he just does not want waste. he doesn't want excess power he doesn't want
jensen quickly said, no, they're a partner. everybody is jensen's partner. and say that someone isn't. i questioned him about these companies that are developing competitors, and he goes, yeah, that's good. i like that. i might even help them you can't get jensen off his game that everybody wins you can't. he didn't say that amd is going to win that would be odd, since they're competitors, but he, obviously, has great respect for amd. he doesn't -- he's not a normal executive. he is visionary...
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Mar 19, 2024
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was a rock stat _ a concert and jensen was a rock stat i_ a concert and jensen was a rock stat i havesen was a rock star. i have to say, i have seen _ star. i have to say, i have seen and _ star. i have to say, i have seen and present many, many times— seen and present many, many times in— seen and present many, many times in the past, but this was clearly— times in the past, but this was clearly his— times in the past, but this was clearly his moment and he was soaking — clearly his moment and he was soaking it _ clearly his moment and he was soaking it up. the company is on top — soaking it up. the company is on top of— soaking it up. the company is on top of the world right now and ever— on top of the world right now and ever but he wanted to know, hey, _ and ever but he wanted to know, hey, what — and ever but he wanted to know, hey, what are they going to do? as you _ hey, what are they going to do? as you said, they have this new gpu, _ as you said, they have this new gpu, which— as you said, they have this new gpu, which is the latest ship to accelerate ai, and then importantly
was a rock stat _ a concert and jensen was a rock stat i_ a concert and jensen was a rock stat i havesen was a rock star. i have to say, i have seen _ star. i have to say, i have seen and _ star. i have to say, i have seen and present many, many times— seen and present many, many times in— seen and present many, many times in the past, but this was clearly— times in the past, but this was clearly his— times in the past, but this was clearly his moment and he was soaking — clearly his...
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Mar 27, 2024
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this is my piece, when i got back, my first piece was, you got to get it right with jensen, and jensennd mark have a very, very good relationship when i first talked to jensen about mark, it was, i would say, didn't really know, but they've gotten together, and i think jensen, by the way, has been an incredibly positive force on mark jensen is not a warrior. he always says he comes in peace and really doesn't want to help you if you don't he doesn't want to help you. i think it's good by mark. and you got to get with jensen what was scary about this, no leather jacket from jensen, which made me think it might have been some sort of adobe photoshop. where's the leather jacket my wife says it's a tom ford jacket and cost as fortune >>> speaking of adobe, we'll talk about the adobe summit this week nice call today saying -- >> that's been ben righteous again, doing a good job. >>> when we come back, what's ahead for apple as well after what's been a rough quarter for the stock. it will be a big topic for jim's investing club meeting at noon eastern today. futures do remain positive dow lo
this is my piece, when i got back, my first piece was, you got to get it right with jensen, and jensennd mark have a very, very good relationship when i first talked to jensen about mark, it was, i would say, didn't really know, but they've gotten together, and i think jensen, by the way, has been an incredibly positive force on mark jensen is not a warrior. he always says he comes in peace and really doesn't want to help you if you don't he doesn't want to help you. i think it's good by mark....
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Mar 8, 2024
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this is the kind of thing that jensen huang could solve with his eyes closed. why it's so important, this takes away what was the hot number that made us a great threat and took away a spring rate cut. 3.9. we know they remind me of the dow jones average. very interesting headline, but it's not really what's at the guts of this, but in a political year, what that says is, hey, look, the economy is slowing and maybe the fed should have pressure on it especially since the state of the union which was about walking the picket line. >> isn't this a good number from the market's perspective and the economy's, almost a dare i say goldilocks. >> i was going to say erfect. it's funny. >> you're still strong. wage growth is not that big. you got the revisions down to your point about sort of, you know, at least no overheating, so to speak. >> if you're a fed chief you probably spent all your life trying to have this economy. the economy without a lot of inflation that has good growth and i know i heard people talk about soft landing versus hard landing. it was very clea
this is the kind of thing that jensen huang could solve with his eyes closed. why it's so important, this takes away what was the hot number that made us a great threat and took away a spring rate cut. 3.9. we know they remind me of the dow jones average. very interesting headline, but it's not really what's at the guts of this, but in a political year, what that says is, hey, look, the economy is slowing and maybe the fed should have pressure on it especially since the state of the union which...
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Mar 20, 2024
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here's part two of our conversation with the man of the hour, jensen long. >> jensen, 8 billion peopleter science. what are you doing to democratize this world? >> we are going to make computers smarter so that they don't have to learn computer science to program a computer. the computer should understand what we want and what we intend. >> please help me build a factory that can make the best cars. it can do that? >> it surely will help a lot and the reason for that is because you give it a plan, you tell it what parts you would like to put into it, eventually, this factory will be a robot that is orchestrating a bunch of manufacturing robots that are building cars that are going to be robotic. >> why do robots look like people? >> well, robots look like people because a couple of reasons. first reason, the most important reason is that we built the world for ourselves and the workstations of a factory, the manufacturing line of a factory was created for people and that is the most important reason. the second most important reason is we have to teach a robot how to be a productive ro
here's part two of our conversation with the man of the hour, jensen long. >> jensen, 8 billion peopleter science. what are you doing to democratize this world? >> we are going to make computers smarter so that they don't have to learn computer science to program a computer. the computer should understand what we want and what we intend. >> please help me build a factory that can make the best cars. it can do that? >> it surely will help a lot and the reason for that is...
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Mar 18, 2024
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jensen wong at 1:00 p.m. pacific time or jay powell wednesday? more interpretation that's over with powell. look, nvidia's gone up and it's just levitated no matter what anybody says and no matter what anybody thinks and what the street believes it's worth and so i feel like we're more dependent on the broader economy and even the broader market on powell. >> mike, thank you. good to see you. mike santoli. coming up, the tesla shares are rallying and we'll debate the call next. ♪♪ ♪♪ ♪♪ ♪♪ this is our future, ma. godaddy airo. creates a logo, website, even social posts... in minutes! -how? -a.i. (impressed) ay i like it! who wants to come see the future?! get your business online in minutes with godaddy airo at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investments. shaping tomorrow today. >>> back to the halftime report. tesla, with the model y and goldman slashing the price target on the stock from
jensen wong at 1:00 p.m. pacific time or jay powell wednesday? more interpretation that's over with powell. look, nvidia's gone up and it's just levitated no matter what anybody says and no matter what anybody thinks and what the street believes it's worth and so i feel like we're more dependent on the broader economy and even the broader market on powell. >> mike, thank you. good to see you. mike santoli. coming up, the tesla shares are rallying and we'll debate the call next. ♪♪...
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Mar 4, 2024
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jensen h jensen huang's in-person. >> meantime, nvidia's cfo presents today at morgan stanley. >> andolette kress is the best spokesperson and she's the person on the call to get the q&a. she's brilliant. goldman-sachs partner. there's a lot of diaspora there, david. nvidia, when you go listen to them, you know, the idea that they're a bubble, if you go back and look at the top ten companies in 2000, they were all, like, listen, except for cisco, we're the greatest in the world. jensen is so self-effacing, and colette kress will talk it down. you want to go there and be a big talker about it? she has talked me down. she says, jim, come on. i get a little -- put the silver hair. that's a 59-year-old denny's in the backseat, you know? he was a dishwasher at denny's for a while. >> i know. >> what do you mean, you know? >> that's the great american success story. >> it is a great success story. there was a great "new yorker" piece on him. >> there, he made light of the fact of how far we are with a.i., generative. i brought it up with him, saying, can you make light? isn't it possible --
jensen h jensen huang's in-person. >> meantime, nvidia's cfo presents today at morgan stanley. >> andolette kress is the best spokesperson and she's the person on the call to get the q&a. she's brilliant. goldman-sachs partner. there's a lot of diaspora there, david. nvidia, when you go listen to them, you know, the idea that they're a bubble, if you go back and look at the top ten companies in 2000, they were all, like, listen, except for cisco, we're the greatest in the world....
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Mar 1, 2024
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i want to understand, because jensen is a fair man. mean, i remember at one point he said, listen, meta wants a lot, and they've really come to us and said, look, we really want to embrace, and we're going to help them. frank slootman, formerly the ceo of snowflake, goes to jensen. it's not a pilgrimage. jensen is not like that at all, but what it is is a recognition. maybe their stuff -- look, i was -- i went out there several times just to demonstrate the technology that nobody wanted. that jensen -- nobody wants this, jim. tell me what to do. i said, i don't know, i'm a reporter. he said, well, talk to this thing. >> i know, i know. don't start talking about digital twins. i don't want to hear it. i don't want to hear it. >> okay. now, the -- well, i was going to talk about it. >> i knew it. nobody knows what you're talking about when you talk about digital twins. you always go there. >> well, it's the a.i. factory. now i feel bad. >> i'm sorry. i didn't mean to make you feel bad. >> look, and you can say, jim, you're so focused on
i want to understand, because jensen is a fair man. mean, i remember at one point he said, listen, meta wants a lot, and they've really come to us and said, look, we really want to embrace, and we're going to help them. frank slootman, formerly the ceo of snowflake, goes to jensen. it's not a pilgrimage. jensen is not like that at all, but what it is is a recognition. maybe their stuff -- look, i was -- i went out there several times just to demonstrate the technology that nobody wanted. that...
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Mar 18, 2024
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arena in san jose for jensen huang's two-hour keynote. it's, yes, a developer's conference but his words could help add sustainability to the entire a.i. ecosystem which is why so many are paying attention. investors, first expect nvidia to launch a new gpu, the b100 which could be two times the performance of its previous h100 chip. nvidia doesn't usually provide pricing but i've seen estimates anywhere between $40,000 to $50,000 for this chip. and we will hear more products from cpus and how to do better. extending beyond the pockets of meta and into health care, government and sovereign wealth funs and lastly, inferencing so that's where you use trains, large language models to spit out answers to your queries as a next step of the large language model train. nvidia and demand is expected to grow and be a major driver for the years to come. the bottom line today is about demand sustainability. investors want to know is the pace of demand going to keep up, you know, one to two years from now, even beyond that? they'll also want to see h
arena in san jose for jensen huang's two-hour keynote. it's, yes, a developer's conference but his words could help add sustainability to the entire a.i. ecosystem which is why so many are paying attention. investors, first expect nvidia to launch a new gpu, the b100 which could be two times the performance of its previous h100 chip. nvidia doesn't usually provide pricing but i've seen estimates anywhere between $40,000 to $50,000 for this chip. and we will hear more products from cpus and how...
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Mar 18, 2024
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darling as ceo jensen huang takes center stage at the company's developer's conference. we're bringing you the headlines from the event and the trades in the a.i. stocks. >>> plus, bubbling higher. shares of pepsi seeing their best day since october 2022, after a big upgrade on wall street. what analysts think is giving this soda stock a little extra fizz. >>> and later, tesla shares revving up. will now price hikes be enough to get the stock out of its rut? we'll debate what is next for this ev maker. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- bonawyn eye sonson, karen finerman, dan nathan, and guy adami. >>> ceo jensen huang of nvidia speaking right now. he's announced new partnerships and unveiled a new gpu. shares up 5% earlier in the day, but closed up less than a percent, currently trading down by a quarter of a percent. kristina partsinevelos joins us now with the very latest. kristie anyway? >> nvidia's ceo reiterating we are just at the tipping point for a.i., and all that means is that you're going to need bigger gpu
darling as ceo jensen huang takes center stage at the company's developer's conference. we're bringing you the headlines from the event and the trades in the a.i. stocks. >>> plus, bubbling higher. shares of pepsi seeing their best day since october 2022, after a big upgrade on wall street. what analysts think is giving this soda stock a little extra fizz. >>> and later, tesla shares revving up. will now price hikes be enough to get the stock out of its rut? we'll debate what...
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Mar 6, 2024
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he's going the opposite, jensen. what jensen is saying we'll control it and there are a lot of good people -- luwho is the ? >> me, jensen. >> two you you're the ash tore? >> the fate of humanity remains in the balance because of you and jensen. >> do you think i play this clark kent role all the time >> i thought he was literally standing at the gates stopping the end of humanity. >> i think what he -- he accepts we're going to -- it's going to happen he calls for responsibly not saying government shouldn't look at it can we understand that when it comes to compliance with china, periodically i hear that he, you know, he's unhappy with china. he wants to do business with everyone, but he's the most xlooints with gina raimondo, let's get away with that, that's the militarization people are fearful. >> we have a piece up, interesting story on cnbc.com, just ran about 20 minutes ago, i guess, with a former ai engineer from microsoft, worked there for six years, who said he's sickened by the technology's ability to crea
he's going the opposite, jensen. what jensen is saying we'll control it and there are a lot of good people -- luwho is the ? >> me, jensen. >> two you you're the ash tore? >> the fate of humanity remains in the balance because of you and jensen. >> do you think i play this clark kent role all the time >> i thought he was literally standing at the gates stopping the end of humanity. >> i think what he -- he accepts we're going to -- it's going to happen he...
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Mar 28, 2024
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, because jensen was not wearing the telltale leather jacket.ndeed, it is zuckerberg >> they switched >> yeah. yes. indeed and that is another client that may be -- when i asked jensen about, would andy jassy, who runs amazon, would he want blackwell? he said, he'll take every one. i mean, you've got these people -- you can't -- if you sell nvidia, i do want you to still send me that invitation to your funeral don't tell me exactly what date, because i'll be able to guess it but i do think that one has to win, just because the demand is great. now, salesforce, quietly, has lined up a bunch of companies for the enterprise that they are going to use announcement's coming. snowflake, google is going to be in it. amazon will be in it so, there are a lot of -- these second tier -- servicenow, doing in incredibly well. bill mcdermott will be on soon we have a lot of companies doing well so that maybe you can buy the ancillaries. >> right >> but jb hunt was one of the best performers. that's incredible. i had norfolk southern on. they're in a proxy fig
, because jensen was not wearing the telltale leather jacket.ndeed, it is zuckerberg >> they switched >> yeah. yes. indeed and that is another client that may be -- when i asked jensen about, would andy jassy, who runs amazon, would he want blackwell? he said, he'll take every one. i mean, you've got these people -- you can't -- if you sell nvidia, i do want you to still send me that invitation to your funeral don't tell me exactly what date, because i'll be able to guess it but i...
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Mar 19, 2024
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i think jensen demonstrated that well.nference is a complex problem that involves very complex optimization. you have a workload across dozens of gpu's. i think what jensen showed yesterday is that nvidia's mode is about being able to optimize gpu's to solve the complex problem efficiently. 30 times better than hopper. it clearly illustrates nvidia's very much delivering on that front. ed: what were you most excited about from jensen? he's like being compared to steve jobs. he is the man of the moment. he wears his leather jacket. are you convinced by the things he says about the future when he's on stage? antoine: i think i was most excited about innovation beyond just gpu's. if you look at the fact that nvidia announced material improvements for secondary chips like the gray cpu, tpo, various networking chips, we can conclude only half the performance include vent -- improvement is coming from the gpu and the other half is from the rest of the hardware stack and system level integration. nvidia's mode is not just about d
i think jensen demonstrated that well.nference is a complex problem that involves very complex optimization. you have a workload across dozens of gpu's. i think what jensen showed yesterday is that nvidia's mode is about being able to optimize gpu's to solve the complex problem efficiently. 30 times better than hopper. it clearly illustrates nvidia's very much delivering on that front. ed: what were you most excited about from jensen? he's like being compared to steve jobs. he is the man of the...
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Mar 18, 2024
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we will hear from jensen huang later in the afternoon.what you want to hear about this specific chip or anything else nvidia, frankly, going forward. this is the it stock. >> yes, there are a lot of people out there right now were thinking and speculating has nvidia topped off or is there more room to run? if you are an investor you want to hear do they have the technological modes? do they have the software lock in with the developers with what they will build for hybrid architectures that will be able to keep investors and keep the market churning with gpu's based on nvidia. we know to be 100 is coming. we know it is more powerful. it will compete with amd's, new mi series that had a lot of excitement but, really, they have 99% of this gpu market and all of the demand is going their way. can they keep it? do investors and to the users and developers walk away from this conference and say this technology has it. it is where it needs to be and the competition is going to stay locked out. that's what we want to see from this conference thi
we will hear from jensen huang later in the afternoon.what you want to hear about this specific chip or anything else nvidia, frankly, going forward. this is the it stock. >> yes, there are a lot of people out there right now were thinking and speculating has nvidia topped off or is there more room to run? if you are an investor you want to hear do they have the technological modes? do they have the software lock in with the developers with what they will build for hybrid architectures...
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Mar 18, 2024
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kristina, thanks. >> speaking of nvidia, jim cramer will speak exclusively with jensen huang at 10:00n "squawk on the street," if you missed the big rally and still want to buy beneficiaries, the cnbc pro found a dozen alternatives that some say are expecting to see some say are expecting to see huge this is remington. ...he's a member of the family, for sure. we always fed them kibble— it just seemed like the thing to do. but ...he was getting picky we heard about the farmer's dog... and it was a complete transformation. his coat was so soft, he had amazing energy. he was a completely different dog. it's a no-brainer that (remi) should have the most nutritious and delicious food possible. i'm investing in my dog's health and happiness. you're probably not easily persuaded to switch mobile providers and for your business.ible. but what if we told you it's possible that comcast business mobile can save you up to 75% a year on your wireless bill versus the big three carriers? you can get two unlimited lines for just $30 each month. all in the most reliable 5g mobile network nationwide w
kristina, thanks. >> speaking of nvidia, jim cramer will speak exclusively with jensen huang at 10:00n "squawk on the street," if you missed the big rally and still want to buy beneficiaries, the cnbc pro found a dozen alternatives that some say are expecting to see some say are expecting to see huge this is remington. ...he's a member of the family, for sure. we always fed them kibble— it just seemed like the thing to do. but ...he was getting picky we heard about the...
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Mar 15, 2024
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he even name dropped jensen. the amount of ceos on earnings calls, the midas touch -- >> how can we sneak this in? >> he mentioned that, too. they probably are. as an outsider listening in to the calls, it's incredible how often they do that and then hoping you see the spike, oh, this company, maybe working with nvidia, boom. the stock goes up. >> felt like the quarter before it was saying a.i. but now more specific and use jensen huang or nvidia, they have to get more specific. >> associated with him. >> exactly. rob, you own adobe. a lot of price cuts from bank of america, jpmorgan, ubs, barclays. what are you thinking about your position right now? >> we actually added to it not too long ago. i'm going to give you a comment from our chief marketing officer today who felt the need to speak on our morning call, chris broussard. he said, let me tell you something, creative folks are not going to move away from the creative suite anytime soon. it's too embedded in work flows and there's too much time invested in h
he even name dropped jensen. the amount of ceos on earnings calls, the midas touch -- >> how can we sneak this in? >> he mentioned that, too. they probably are. as an outsider listening in to the calls, it's incredible how often they do that and then hoping you see the spike, oh, this company, maybe working with nvidia, boom. the stock goes up. >> felt like the quarter before it was saying a.i. but now more specific and use jensen huang or nvidia, they have to get more...
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Mar 18, 2024
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tom jensen got a chance to sit down exclusively with the currys about the work their foundation does to help children move forward. >> reporter: what a historic day to start this partnership in the sunshine in oakland, and thousands of people put on their running and walking shoes to show their support. with that the top runners in this year's oakland marathon left the start line with thousands more lacing up their running shoes for the half marathon, 10k and 5k events. >> we are walking the 10k. >> reporter: it's not all about competition. >> we are working together to make this a great world class event in the years to come. >> the foundation ceo ran in the full marathon, and the currys, who personally pay all administrative costs with the foundation sat down with us for an exclusive interview to learn about eat, work, play and their mission. >> it was important for us for people to understand every dollar they are donating is going directly to the cause. >> we try to show up in a meaningful way, and this is another opportunity to have the community support us as we support the com
tom jensen got a chance to sit down exclusively with the currys about the work their foundation does to help children move forward. >> reporter: what a historic day to start this partnership in the sunshine in oakland, and thousands of people put on their running and walking shoes to show their support. with that the top runners in this year's oakland marathon left the start line with thousands more lacing up their running shoes for the half marathon, 10k and 5k events. >> we are...
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Mar 15, 2024
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developers conference next week featuring a two-hour keynote from jensen huang. what it could mean for the stock. >>> plus, on the cutting edge next week's fed meeting could give some big clues as to when the central bank will bring down rates, what the traders are keyed in on. >>> late i, a new reality for realtors. broker commissions sending zillow and other sites plunging. is this an opportunity to get in on the names and what it could mean for the housing market. i'm melissa lee. on the desk, tim seymour, julie bi beale. nvidia's hotly anticipated gtc conference and a fed meeting that could lay the groundwork for rate cuts and begin with nvidia. the chip standout developer's event getting under way on monday. new product launches including a possible gpu for the chinese market and other updates that could sustain its massive run. having a bumpy ride posting a small loss today up slightly since monday. for more on what to expect let's get to kristina partsinevelos. >> godfather of a.i. will take the stage. first event in five years with over 16,000 attendees f
developers conference next week featuring a two-hour keynote from jensen huang. what it could mean for the stock. >>> plus, on the cutting edge next week's fed meeting could give some big clues as to when the central bank will bring down rates, what the traders are keyed in on. >>> late i, a new reality for realtors. broker commissions sending zillow and other sites plunging. is this an opportunity to get in on the names and what it could mean for the housing market. i'm...
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Mar 19, 2024
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shannon, what was your take from what we heard from jensen huang this morning? >> i wouldn't disagree with jim. if you look at nvidia, it's the easy button in terms of gaining access to the a.i. trade. although there will clearly be competition, and if we think about the perspective, that inference will be more important, there's obviously going to be, in our view at least, more competition there than what nvidia has in terms of the learning chips, i think one of the things you want to really think about is are there opportunities to garner this exposure outside of nvidia and the semis in particular or even sort of the microsoft and alphabet. obviously we had some good news on gemini earlier this week as well. so i think one of the things it's looking at, to jim's point, the valuation appears justified given the head start, if you will, but this next leg of the a.i. trade won't be quite as easy to determine who the bigger winners and potentially some of the losers will be. i think you're not probably going to get that dispersion or differentiation until later in
shannon, what was your take from what we heard from jensen huang this morning? >> i wouldn't disagree with jim. if you look at nvidia, it's the easy button in terms of gaining access to the a.i. trade. although there will clearly be competition, and if we think about the perspective, that inference will be more important, there's obviously going to be, in our view at least, more competition there than what nvidia has in terms of the learning chips, i think one of the things you want to...
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Mar 21, 2024
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yeah, i'm on the jensen huang ai trades.ight time to hit the buy button on applied materials. >> it's never been the long time in the last couple years. gary dickerson's so great at what he does. it's up five. it's at a high. i'd buy some and let it pull back. i wouldn't buy it all at once. let's go to mary in idaho. >> caller: hi, jim, this is mary in idaho and i'm a frequent caller and a member of the club. i want to thank you for all the guidance and direction and information you share with us individual investors to help us reach our financial goals. >> that is our plan. thank you. >> caller: you done good, kiddo. >> thank you. >> caller: the stock i'm calling about i've held for quite a while and i notice lately it's going backwards instead of forwards although it is up today. and i know you prefer home depot, but what i've got is lowe's. and i don't know if i should just hold on to it and see if it reverses and starts -- >> no, mary, you're -- lowe's is really good, and marvin ellis is a great ceo. and i've got to tell
yeah, i'm on the jensen huang ai trades.ight time to hit the buy button on applied materials. >> it's never been the long time in the last couple years. gary dickerson's so great at what he does. it's up five. it's at a high. i'd buy some and let it pull back. i wouldn't buy it all at once. let's go to mary in idaho. >> caller: hi, jim, this is mary in idaho and i'm a frequent caller and a member of the club. i want to thank you for all the guidance and direction and information you...
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Mar 18, 2024
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thom jensen got a chance to sit down exclusively with the currys about the work their foundation doesand how it moves children in oakland forward. >> reporter: what a beautiful day to start the historic partnership in the sunshine in oakland. thousands of people put on their running and walking shoes to show their support. with that the top runners in this year's oakland marathon left the start line for thousands more lacing up their shoes for the half marathon, 5k and 10k events. it's not all about competition. all of the proceeds from entries and other revenues goes towards the curry's foundation. >> we are working to make this a world-class event in the years to come. >> the currys that personally pay all administrative costs for the foundation sat down with us with an exclusive interview about eat, learn play. >> it was important for us, for people to understand every dollar they are donating is going directly to the cause. >> we try and show up in a meaningful way, and this is another opportunity to have the community support us as we support the community. >> they started the fo
thom jensen got a chance to sit down exclusively with the currys about the work their foundation doesand how it moves children in oakland forward. >> reporter: what a beautiful day to start the historic partnership in the sunshine in oakland. thousands of people put on their running and walking shoes to show their support. with that the top runners in this year's oakland marathon left the start line for thousands more lacing up their shoes for the half marathon, 5k and 10k events. it's...
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Mar 27, 2024
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and that assumes, remember, you have to compete with nvidia and with jensen. these folks are not asleep they're already working on two generations ahead. it's catching up with a runner that is a mile ahead of you and running just as fast as you. very difficult to do >> let's talk about microsoft because there's interesting news of late that mustafaa suleiman is going to run, you, of course, introduced him to us and we interviewed him when we were out in san francisco last year and certainly remember that what do you make of that and what he could potentially deliver for them >> microsoft is another great example trading at 30 times next year's $14 a share growing at 15%. s satya is firing on all cylinders. they pull in others and now with the hiring of the 75 employees out of inflection, they now have the capability to build upon their own proprietary models and importantly, remember what inflection was doing they had built a consumer chatbot called pi, personal intel jeligenc intelligence it competed with google, with meta a.i. and all of the other challenger
and that assumes, remember, you have to compete with nvidia and with jensen. these folks are not asleep they're already working on two generations ahead. it's catching up with a runner that is a mile ahead of you and running just as fast as you. very difficult to do >> let's talk about microsoft because there's interesting news of late that mustafaa suleiman is going to run, you, of course, introduced him to us and we interviewed him when we were out in san francisco last year and...
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Mar 20, 2024
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thanks, frank. >> i think the best place to kind of pick up here is on jensen huang or jensen. think we're on a first name basis now, we see the guy so much. he talked to jim cramer. he went on to say at the gtc event, it's in everything. chips, software. in your mind, how much is that real? how much is that hype? >> i tend to give him the benefit of the doubt just because of what he's accomplished and what he's done over the last three or four decades. so u a so i actually think it's not hype. i think there are areas that i have to improve outside of the gpus. they're moving quickly into software they've never been. when you look at the diversification, they have all these partners that want to work with them partially because of this new, you know, drive for more ai everywhere globally but also because they have the best product out there. >> let's talk about the market. very optimistic. i want to ask you. has the outlook for this company changed following that announcement from nvidia that micron will eventually be a supplier for this new blackwell platform? >> i would say b
thanks, frank. >> i think the best place to kind of pick up here is on jensen huang or jensen. think we're on a first name basis now, we see the guy so much. he talked to jim cramer. he went on to say at the gtc event, it's in everything. chips, software. in your mind, how much is that real? how much is that hype? >> i tend to give him the benefit of the doubt just because of what he's accomplished and what he's done over the last three or four decades. so u a so i actually think...
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Mar 6, 2024
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as thom jensen reports, the deal is raising objections. >> reporter: it is not just the family or traffic safety advocates who have questions. even the judge in the case says he has serious questions about this plea deal. there is a small memorial and place for 44-year-old stephen boyce had been killed, allegedly by a drunk driver. capital he was writing his bicycle last april. more than 100 people attended a memorial for the u.s. cycling champion. >> a larger-than-life figure. or to accord to a new filing in federal court, the u.s. attorney's office has struck a plea deal with 81-year-old driver who allegedly hit him. the plea agreement would allow him to enter guilty pleas to what amounts to misdemeanor charges and face when you're in jail or less. >> in terms of the sentence, the needs to be harsher than one year misdemeanor. to this bay area cyclist who was a close friend and organize the memorial services for the champion says the plea deal sends a message that a driver can kill someone while driving drunk and they will get us on the rest. >> that does not make me feel safe as i am r
as thom jensen reports, the deal is raising objections. >> reporter: it is not just the family or traffic safety advocates who have questions. even the judge in the case says he has serious questions about this plea deal. there is a small memorial and place for 44-year-old stephen boyce had been killed, allegedly by a drunk driver. capital he was writing his bicycle last april. more than 100 people attended a memorial for the u.s. cycling champion. >> a larger-than-life figure. or...
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Mar 20, 2024
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. >> thom jensen is live outside the police department with more on these alarming numbers. thom? >> reporter: good morning. police did this analysis to study the risks associated with these pursuits, which did go up to a record number, almost 200 last year. this is video that we're going to show you from a pursuit that ended in a crash in late 2018. it was a benchmark year in the study. the pursuit analysis just released by vallejo pd from 2023 shows there was a record number of total pursuits, 197 last year, more than double the number of pursuits from five years ago. earlier in that video that we saw, 67 more than the previous year in 2022. there were just 85 pursuits in 2018, and 132 in 2022. crashes are also up. as we take a look at the numbers from this vallejo pd analysis of the total 197 pursuits last year, 41 ended in crashes. that's more than 1 in 5. 21%. 27 people were injured and one person died from injuries in police crashes here last year. stolen vehicles or reckless pursuits made up a combined 71% of all the chases in 2023. and nearly half, 49% of them, were ended
. >> thom jensen is live outside the police department with more on these alarming numbers. thom? >> reporter: good morning. police did this analysis to study the risks associated with these pursuits, which did go up to a record number, almost 200 last year. this is video that we're going to show you from a pursuit that ended in a crash in late 2018. it was a benchmark year in the study. the pursuit analysis just released by vallejo pd from 2023 shows there was a record number of...
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Mar 31, 2024
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nbc bay area's thom jensen explains. >> reporter: san francisco the second most densely populated city in the u.s. and some homeowners learned this week because of the designation there homeowner's policy will not be renewed. a woman who lost her napa county home in the tub's fire told me by email that state farm dropped her policy last week and she cannot find another private insurer to step in. it means you will likely have to be on the california fair plan, subsidized by the state and it is expensive and only offers fire coverage, state farm issued a written statement to nbc bay area explaining its decision to no longer write new policies for new californian homes, and to an coverage for about 50,000 existing california customers. it reads -- "this decision was not made lightly and only after careful analysis of state farm's generals financial health which continues to be impacted by inflation, catastrophe exposure, reinsurance costs, and the limitations of working within decades-old insurance regulations." but the latest financial report shows a net worth of more than $134 billion.
nbc bay area's thom jensen explains. >> reporter: san francisco the second most densely populated city in the u.s. and some homeowners learned this week because of the designation there homeowner's policy will not be renewed. a woman who lost her napa county home in the tub's fire told me by email that state farm dropped her policy last week and she cannot find another private insurer to step in. it means you will likely have to be on the california fair plan, subsidized by the state and...
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Mar 17, 2024
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for now, live in oakland, thom jensen, "today in the bay." >> we're going to check in with cinthia oneme. >> it's a bit chilly. we saw thom wearing his jacket. temperatures are in the 40s. also having to deal with patchy fog on this sunday morning, but it should mix out. we have a nice first half of the seven-day forecast for the inland valleys. 70s today, as well as tomorrow. we'll be a bit warm. i don't know how many sick calls we'll get, but it will be really nice. spring begins on tuesday, and then on into the second half of the week, that's when you notice that we'll get more of that breeze coming in, more of that cloud cover, because even though we're in spring, winter doesn't want to get rid of us just yet. talking about the chance of seeing rain return late friday into saturday. and the possibility of it lingering around into sunday, the models are hinting at that, too. but i'll worry about those details. everyone else just worry about enjoying your day and continuing to see that beautiful sunshine for the next four or five days. >> and remember, bay fc, the bay area's professi
for now, live in oakland, thom jensen, "today in the bay." >> we're going to check in with cinthia oneme. >> it's a bit chilly. we saw thom wearing his jacket. temperatures are in the 40s. also having to deal with patchy fog on this sunday morning, but it should mix out. we have a nice first half of the seven-day forecast for the inland valleys. 70s today, as well as tomorrow. we'll be a bit warm. i don't know how many sick calls we'll get, but it will be really nice....
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Mar 29, 2024
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. >> tom jensen is live in san jose bay. this all started early in the morning, tom, but there was an exchange of gunfire. no one was hurt. >> reporter: no, this is the way -- good morning, chris and marcus. as we look at the scene, this is where it happened right here, as we push in there near the intersection of ross avenue and lee avenue. san jose police say they were responding to a welfare check at this intersection when at about 4:55 they arrived and that man displayed a firearm and shot at least once at police officers. officers fired back, but a witness told nbc bay area it looked like they were using nonlethal rounds and eventually they were able to negotiate a surrender. the suspect was taken into custody just before 6:30 and his sister told me off camera he was dealing with a mental health crisis at the time. a neighbor who saw the gunfire exchange agrees. >> they handled it well. i do, you know, i was at my window watching and i thought they handled it well. >> four blocks along leigh avenue have been closed for
. >> tom jensen is live in san jose bay. this all started early in the morning, tom, but there was an exchange of gunfire. no one was hurt. >> reporter: no, this is the way -- good morning, chris and marcus. as we look at the scene, this is where it happened right here, as we push in there near the intersection of ross avenue and lee avenue. san jose police say they were responding to a welfare check at this intersection when at about 4:55 they arrived and that man displayed a...
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Mar 27, 2024
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obviously that's jensen, not me. i was just along for the ride. you took your cue from me you would have stuck with it and gotten a huge gain. here we are again. the stock is just getting hammered. people are getting there. they are sick. i got -- drank half a bottle of pepto. to have sympathy for the people who own nvidia. they are tired of me talking about it. i talk to people not to buy the stock last week. i said don't buy. it's now getting clobbered. i still say you have to own t don't trade t i bet it sells off more because of this new move toward ai and then bottoms. you have to be there. we have seen this before. you know how stupid i looked when i kept recommending it? that's fine with me. business isn't about looking smart. that's what we did when the stock got crushed in 2022. it's what we are going to do again. maybe we buy some more for the trust. my advice, to those who are tired of ai, i have heard it all. be tired. be sellers. i don't care. i have taken my hits and i keep ticking because i have seen the future and the future runs o
obviously that's jensen, not me. i was just along for the ride. you took your cue from me you would have stuck with it and gotten a huge gain. here we are again. the stock is just getting hammered. people are getting there. they are sick. i got -- drank half a bottle of pepto. to have sympathy for the people who own nvidia. they are tired of me talking about it. i talk to people not to buy the stock last week. i said don't buy. it's now getting clobbered. i still say you have to own t don't...
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Mar 1, 2024
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on both highways, heading east into tahoe, and so nbc bay area's thom jensen has more about heading east or stay home. >> either head east or stay home, or head north on 680 here up to 80 and then 80 all the way into tahoe. or split off at the 580 junction here east to stockton and then eventually up u.s. 50 into tahoe. but the warning coming from transportation, and emergency service officials, don't do either. this storm is so ferocious, and this is just the tip of the iceberg, as you might say, that video that we're seeing this morning, that is coming in, from the summit, carrying enough snow to bury homes in one weekend, that's what we're going to get this weekend, and winds that could reach up to 100 miles an hour in the ridgetops, so if you don't take my word for, it listen to the folks who make their living on chaining up and unchaining the tires of bay area travelers in the sierra area who are saying stay home, if you know what's safe, don't go to tahoe. >> this is how we make our living but you know, it is no fun up here for anybody up here, you can't sleigh ride, you can't ski,
on both highways, heading east into tahoe, and so nbc bay area's thom jensen has more about heading east or stay home. >> either head east or stay home, or head north on 680 here up to 80 and then 80 all the way into tahoe. or split off at the 580 junction here east to stockton and then eventually up u.s. 50 into tahoe. but the warning coming from transportation, and emergency service officials, don't do either. this storm is so ferocious, and this is just the tip of the iceberg, as you...
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Mar 29, 2024
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this is where paypal park is, thom jensen did the report, the home opener for bay fc is there. us to make sure that we outline some of the options for folks to get there. there is paid parking, but it's almost $30. you can still go to their website and reserve some spaces. you can get there through mass transit. this is for saturday, caltrain will get you there. it's a 15-minute walk from the santa clara station. we have b.a.r.t., which has a free shuttle from the berryessa b.a.r.t. station to get over to paypal. so do look for that. it's a special shuttle that they have, complimentary. and vta, line 60 stops at paypal park as well. so keep those options in mind because it is a sold-out home opener. let's keep up the support. over here, the bay bridge, we're starting to see a little traffic flowing at the toll plaza. so bay fc, the bay tp, toll plaza. >>> health officials are sounding the alarm over a whooping cough outbreak in the north bay. marin county officials saying 65 cases have been tied to tamalpais high school in mill valley and there's a larger outbreak of 113 cases
this is where paypal park is, thom jensen did the report, the home opener for bay fc is there. us to make sure that we outline some of the options for folks to get there. there is paid parking, but it's almost $30. you can still go to their website and reserve some spaces. you can get there through mass transit. this is for saturday, caltrain will get you there. it's a 15-minute walk from the santa clara station. we have b.a.r.t., which has a free shuttle from the berryessa b.a.r.t. station to...
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Mar 15, 2024
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would you expect from jensen next week? -- what do you expect from jensen next week? ai demand and some of the other technology changes we will see in this ai ecosystem where you come away being that they will continue to on this market. amd and others will clearly benefit but this is a grand entrance that's also a showcase. it's to flex the muscles for jensen and where his black leather jacket and showing that in the ai world right now, everyone else is following him. jonathan: are you looking for concrete changes to guidance? >> there could be longer-term metrics they give but right now, the last thing they want to do is start to give more and more financial targets. this is more about an event showcasing the technology, showing where ai is in a demand respect. we believe it's a 1995 moment. this ai revolution is getting the popcorn out, it's 10 p.m. at a party that goes until 4:30 a.m. lisa: let's talk about the popcorn after this conference that is important not just for a signal of what are the products they have coming up but what industries can adapt most quick
would you expect from jensen next week? -- what do you expect from jensen next week? ai demand and some of the other technology changes we will see in this ai ecosystem where you come away being that they will continue to on this market. amd and others will clearly benefit but this is a grand entrance that's also a showcase. it's to flex the muscles for jensen and where his black leather jacket and showing that in the ai world right now, everyone else is following him. jonathan: are you looking...
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Mar 4, 2024
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and jensen huang and nvidia.luations or this, narratives are narratives. they drive investment activity, they drive the excitement around these sorts of things. and so, here this stock is, it's been more than cut in half over those three-year periods. and i remind you the fundamentals of this company, while it was going up last year, were really bad, you know what i mean? and they are getting worse right now. so, to me, i just think it's important to take these situations and try to extrapolate them, how they can go to other bubbles. >>> coming up, sitting on a gold mine. the precious metal jumping to new heights. can the rally keep going? we've got the trade next, when "fasmoy"om rhtact ne cesig bk. and more about discovering magic. rich is being able to keep your loved ones close. and also send them away. rich is living life your way. and having someone who can help you get there. the key to being rich is knowing what counts. you can make money the hard way as a bullfighter or a human cannonball... or save mone
and jensen huang and nvidia.luations or this, narratives are narratives. they drive investment activity, they drive the excitement around these sorts of things. and so, here this stock is, it's been more than cut in half over those three-year periods. and i remind you the fundamentals of this company, while it was going up last year, were really bad, you know what i mean? and they are getting worse right now. so, to me, i just think it's important to take these situations and try to extrapolate...
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Mar 19, 2024
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at nvidia's developers conference in california monday, the company's ceo, jensen huang, called generativee. some of the biggest names in tech are expected to use blackwell gpus, and we expect to see the technology in action later this year. live now to janet mui, head of market analysis at rbc brewin dolphin. good morning to you. so, nvidia proving to be front and centre when it comes to ai. there was a huge audience there at this developers conference that nvidia was hosting in sanjose, california, worldy announcements were made. good morninu. announcements were made. good morning. thanks _ announcements were made. good morning. thanks for— announcements were made. good morning. thanks for having - announcements were made. (emf. morning. thanks for having me. yes, this event has been watched by financial markets and tech enthusiasts and indeed we heard from jensen huang, the ceo of nvidia by these new powerful chips coming so i think he sensed this is going to colour this new industrial revolution so that as of exciting. however, ithink revolution so that as of exciting. however, i think
at nvidia's developers conference in california monday, the company's ceo, jensen huang, called generativee. some of the biggest names in tech are expected to use blackwell gpus, and we expect to see the technology in action later this year. live now to janet mui, head of market analysis at rbc brewin dolphin. good morning to you. so, nvidia proving to be front and centre when it comes to ai. there was a huge audience there at this developers conference that nvidia was hosting in sanjose,...
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Mar 20, 2024
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we're live in san leandro, thom jensen, "today in the bay." >> thanks so much for that update, thom. >>> 6:05, new developments in the fight over a controversial texas immigration law. late last night a federal appeals court put a halt on the state's plan to enforce the law and that happened after the u.s. supreme court said the law could take effect. there's clearly a lot to unpack here. "today in the bay"'s brie jackson joins us live in washington. the legal battle is far from over. it sounds like brie lost communication with us, we'll try to work that out and get back to her in just a moment. >>> all right, 6:05 this morning, and we want to let you know about a search and rescue teams that are combing monterey county looking for a missing hiker. caroline was last seen at 10:00 a.m. on monday. she had plans to hike a loop trail in carmel valley. she only carried supplies for a day hike and was not prepared for overnight temperatures. she is 5'6" with brown hair. she was last seen wearing teal boots and a blue bag. anyone with information is asked to contact the sheriff's office. >>
we're live in san leandro, thom jensen, "today in the bay." >> thanks so much for that update, thom. >>> 6:05, new developments in the fight over a controversial texas immigration law. late last night a federal appeals court put a halt on the state's plan to enforce the law and that happened after the u.s. supreme court said the law could take effect. there's clearly a lot to unpack here. "today in the bay"'s brie jackson joins us live in washington. the legal...
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don't worry, i care whether it's sung by guy or lady or that it doesn't matter a tool for them or got jensen has never differentiated between men and women in his work. what counts for him is what people can do. and so the back and crew is just as diverse as the festivals line up there. rosa is a 4 piece. all female thrash metal band before formed in brazil in 2010 novo. so can mean a g or angry. in particular, the bands aggressive appearance initially surprised people in their home country. yes of course there was a lot of um press this, you know like i look for things that the people think that the all the brazilian women's are always naked because it's a scan of all the like. so you see, i don't get the people because there's like faces the piece for women don't fulfill those cliches. so now versus beginnings were pretty difficult, but they persevered. i think everything that i knew we faces some challenges. we know that the math though it's more male thing, you know, i particularly never pay up station so much. i was just once to do what i loved for what i dream, you know, and i was surr
don't worry, i care whether it's sung by guy or lady or that it doesn't matter a tool for them or got jensen has never differentiated between men and women in his work. what counts for him is what people can do. and so the back and crew is just as diverse as the festivals line up there. rosa is a 4 piece. all female thrash metal band before formed in brazil in 2010 novo. so can mean a g or angry. in particular, the bands aggressive appearance initially surprised people in their home country....
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Mar 19, 2024
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and jensen was a rock star.e has presented many times in the past but this was clearly his moment and he was soaking it up because the company is on top of the world right now. everyone wants to know what are they going to do? they have a new blackwell gpu, the latest chip to accelerate ai and then, importantly, not quite as sexy nor as well understood, they had software innovations that will help to make the process of companies using generative ai which use their chips easier and that will be a big dealfor them in the long run. tell us how nvidia are keeping ahead of the competition. they seem to be the market leader at the moment. one of the interesting things about blackwell, on one hand you can say it is the next generation chip and technically it is but what is interesting about what is happening with it in the world of generative ai is that many of the earlier chips that were being used for generative al was designed well before most people knew what generative al was. blackwell is arguably the first gene
and jensen was a rock star.e has presented many times in the past but this was clearly his moment and he was soaking it up because the company is on top of the world right now. everyone wants to know what are they going to do? they have a new blackwell gpu, the latest chip to accelerate ai and then, importantly, not quite as sexy nor as well understood, they had software innovations that will help to make the process of companies using generative ai which use their chips easier and that will be...
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Mar 21, 2024
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but does apple even know what jensen's got going?'m not sure how apple even understands -- of course, they know. but how big this could be. >> yeah. >> big. >> waiting for some news here, jim. i just got it on the disney proxy fight. >> oh, the -- the ceos who endorsed nelson? did you get that? >> no, i got iss, and iss is an important proxy advisory firm, and they are advising to vote for peltz on trian. not jay rasulo, but they do go for peltz. >> iss for peltz. >> well, one board seat there is what they're recommending. that's not insignificant, by the way. that's certainly a positive sign for nelson peltz and trian's efforts to be seated on the board. so, louis was in favor of disney. iss says, go peltz, not rasulo, so one seat, and you know, again, it will come back to many of these large institutions and how they choose to vote, how influential -- i haven't seen the actual report itself in which they explain their thinking, but there it is, jim. so, certainly as we track this closer and closer to the april 3rd date for the actu
but does apple even know what jensen's got going?'m not sure how apple even understands -- of course, they know. but how big this could be. >> yeah. >> big. >> waiting for some news here, jim. i just got it on the disney proxy fight. >> oh, the -- the ceos who endorsed nelson? did you get that? >> no, i got iss, and iss is an important proxy advisory firm, and they are advising to vote for peltz on trian. not jay rasulo, but they do go for peltz. >> iss for...
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Mar 22, 2024
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we've heard from micron and jensen huang a lot.use of the advances when it comes to generative ai? >> sure. thanks, david and sara. thanks for having me on. as you point out, that's how i think about things. it's all about going forward. it's from here in terms of our portfolios and how we're thinking about sizing position and relative risk-reward in the names of those portfolios. you know, as it relates to semiconductors in general, you talked a lot about generative ai. it's got a lot of focus. everybody knows about it, gtc wassing was -- was a big event this week. there's more than just generative ai, right. you've got the cyclical dynamic that's been massive due to covid. you had the shortages and then the oversupply and we're kind of coming through that. you add in the whole geopolitical overlay, it's made semiconductors probably the most interesting space you've seen in 20 plus years in terms of people thinking about domestic supply, how to, you know, make sure you have assurance of supply across all geographies, and different
we've heard from micron and jensen huang a lot.use of the advances when it comes to generative ai? >> sure. thanks, david and sara. thanks for having me on. as you point out, that's how i think about things. it's all about going forward. it's from here in terms of our portfolios and how we're thinking about sizing position and relative risk-reward in the names of those portfolios. you know, as it relates to semiconductors in general, you talked a lot about generative ai. it's got a lot of...
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Mar 18, 2024
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and the fact that it goes to a good cause like that makes us feel good. >> reporter: thom jensen, nbc bay area news. >>> is a exciting day, an all-woman broadcast for the warriors and knicks game. jenny cavnar and lachina robinson will call the game. laura britt, brook burke and zena will host pregame live. you can watch it all beginning tomorrow at 6:00 on nbc sports bay area. pretty cool to see that tomorrow, anthony. >> speaking of extraordinary women. today bay fc wins its first match in history. what was the key t >>> welcome back. i'm anthony flores. a monumental victory. bay fc wins its first-ever match in the national women's soccer league. bay fc in so cal to face angel city. oshoala scores the first goal in bay fc history. the goal keeper, proulx, had a record-tying number of saves in her regular-season debut. but dydasco had the save at the end line. and bay fc wins its inaugural match 1-0 over angel city. >> as a team today, we just told ourselves we're just going to go out and enjoy ourselves and work for each other, which is what we did out there. everybody was working f
and the fact that it goes to a good cause like that makes us feel good. >> reporter: thom jensen, nbc bay area news. >>> is a exciting day, an all-woman broadcast for the warriors and knicks game. jenny cavnar and lachina robinson will call the game. laura britt, brook burke and zena will host pregame live. you can watch it all beginning tomorrow at 6:00 on nbc sports bay area. pretty cool to see that tomorrow, anthony. >> speaking of extraordinary women. today bay fc wins...
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Mar 18, 2024
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what do i store at the event with jensen giving the keynote speech. major week for the central banks, boj rate decision comes on tuesday. as we have been discussing, boj watchers increasingly think the bank of japan will make that move with the first hike since 2007 ending its negative interest rate policy given the waged negotiation detail we got out last week. that decision comes on tuesday. wednesday, we have the fed decision. mark detailing the forecast and the update around the dot plots. they could move from three to two, and on thursday we get the boe decision. markets pricing in the first boe cut in august. widely expected to be hot held that any details will be important in terms of informing our viewers. u.s.-israel relations hit a new low as benjamin netanyahu which is back on chuck schumer's call for new israeli elections. we discussed that next. this is bloomberg. ♪ tom: welcome back to "bloomberg daybreak: europe." the european union has pledged a $7.4 billion aid package in egypt. it was announced by ursula von der leyen during the trip
what do i store at the event with jensen giving the keynote speech. major week for the central banks, boj rate decision comes on tuesday. as we have been discussing, boj watchers increasingly think the bank of japan will make that move with the first hike since 2007 ending its negative interest rate policy given the waged negotiation detail we got out last week. that decision comes on tuesday. wednesday, we have the fed decision. mark detailing the forecast and the update around the dot plots....