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May 9, 2024
05/24
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basically we i scale gpu clusters. basically we have _ scale gpu clusters. focus _ scale gpu clusters. basically we have a core focus on _ scale gpu clusters. basically we have a core focus on building i have a core focus on building identity— have a core focus on building identity accelerated - have a core focus on building i identity accelerated compute. this is typically — identity accelerated compute. this is typically what _ identity accelerated compute. this is typically what companies, - identity accelerated compute. this is typically what companies, may. identity accelerated compute. this i is typically what companies, may be that the _ is typically what companies, may be that the use — is typically what companies, may be that the use hugging _ is typically what companies, may be that the use hugging face _ is typically what companies, may be that the use hugging face or- that the use hugging face or companies _ that the use hugging face or companies using _ that the use hugging face or companies using or- that the use hugging face or companies using
basically we i scale gpu clusters. basically we have _ scale gpu clusters. focus _ scale gpu clusters. basically we have a core focus on _ scale gpu clusters. basically we have a core focus on building i have a core focus on building identity— have a core focus on building identity accelerated - have a core focus on building i identity accelerated compute. this is typically — identity accelerated compute. this is typically what _ identity accelerated compute. this is typically what...
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May 21, 2024
05/24
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. >> bunch of nvidia gpu's and dell pcs and dell workstations, all of our gpu's have the same tensort are running in h 100s in the cloud. so every one of our gpu's use ai to do its work. ai is going to transform gaming. all the end pcs, the nonplayer characters, they are going to be chatbots. ed: how will it be cut, for example? >> creating world will be easier. instead of instruction driven it's now intention driven. it's easier to write python programs. videoconferencing will be a lot better because of it. ed: what you did with blackwell and other products, you innovated by saying let's combine gpu, cpu. is that the next iteration for ai pc? you say here's the cpu that goes with it? >> we want to support every cpu the world makes. there are places like x 86. there are places that support arm. we support arm. we went to ifc, the top most energy-efficient supercomputers in the world are powered by greece hoppers. wherever it makes sense we will support the right cpus. tom: the ceos of nvidia and dell speaking exclusively to bloomberg's ed ludlow in las vegas. ai is a key theme of a n
. >> bunch of nvidia gpu's and dell pcs and dell workstations, all of our gpu's have the same tensort are running in h 100s in the cloud. so every one of our gpu's use ai to do its work. ai is going to transform gaming. all the end pcs, the nonplayer characters, they are going to be chatbots. ed: how will it be cut, for example? >> creating world will be easier. instead of instruction driven it's now intention driven. it's easier to write python programs. videoconferencing will be a...
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May 23, 2024
05/24
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they will sell individual gpu's or gpu cards. but yes, with the software, they consider themselves systems or a platform company. caroline: we want to thank you so much jp scandalios for holding over to keep giving us your expertise of franklin equity group. let's shift to telecomms. a billionaire is exploring a bid for miller, which values the company at $4.1 billion. they are exploring financing offers but it cannot guarantee an effort will materialize. we want to dive deeper into this industry and talk about it from the u.s. perspective and globally. one of the biggest telecom providers is at&t. the ceo john t. stankey joins us from the jp morgan technology conference. i want to weave in the area we are in at the moment. the fact that we just heard from justin wang at ai. we talk about energy efficiency and in many ways you are having a similar conversation in the world of telecomms at the moment, innovation. you have a 14 big dollar spend -- $14 billion spend wireless network. john: we are excited about what we heard before.
they will sell individual gpu's or gpu cards. but yes, with the software, they consider themselves systems or a platform company. caroline: we want to thank you so much jp scandalios for holding over to keep giving us your expertise of franklin equity group. let's shift to telecomms. a billionaire is exploring a bid for miller, which values the company at $4.1 billion. they are exploring financing offers but it cannot guarantee an effort will materialize. we want to dive deeper into this...
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May 16, 2024
05/24
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not only around the gpu but around the software platform you need to write applications for the gpu architectured code out. so we believe that is going to be a substantial mode for the company going forward almost likened to what we saw in the client/server era with win celt where you had a software platform and semiconductor platform that created an environment for innovation. and in a way, we are seeing the same set up with nvidia and their gpu and their software application. or -- or platform. from an overall standpoint right now the western architectures were primarily driven by nvidia. they definitely have the advantage. i think you will see that continue to play out for a substantial period of time. annabelle: i want to keep talking about nvidia because it is one of the key earnings we are tracking next week. we have had so much investor enthusiasm around the stock with such sky high expectations across the big tech season. can they continue to have that market advantage? crawford: the law of large numbers is going to mean that the absolute growth rate of the company is going to start to u
not only around the gpu but around the software platform you need to write applications for the gpu architectured code out. so we believe that is going to be a substantial mode for the company going forward almost likened to what we saw in the client/server era with win celt where you had a software platform and semiconductor platform that created an environment for innovation. and in a way, we are seeing the same set up with nvidia and their gpu and their software application. or -- or...
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May 6, 2024
05/24
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someone is using those gpu's. they are all used up already.undreds of millions have already been spent. caroline: of course, the benefit has to be to nvidia. has that been the number one play for you? have you been looking at amd and the design element? ankur: i think a lot of boats will rise the next decade and a lot of boats are rising now. will it be a winner take all market? it will not be a winner take all market. there will be many different winners. nvidia will be the winner take most, however. we are really excited about what nvidia is doing in terms of not only software development but how they are changing the network in order to make data centers more efficient. so they are reaching out beyond just chips into the enterprise networking and software as well. so that sets up a really great month for them and makes is very bullish on nvidia. caroline: it is one of your number one holdings across some of your largest funds. i know you have been starting new funds and etf's trying to execute on the ai theme but can you talk to us about wh
someone is using those gpu's. they are all used up already.undreds of millions have already been spent. caroline: of course, the benefit has to be to nvidia. has that been the number one play for you? have you been looking at amd and the design element? ankur: i think a lot of boats will rise the next decade and a lot of boats are rising now. will it be a winner take all market? it will not be a winner take all market. there will be many different winners. nvidia will be the winner take most,...
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May 20, 2024
05/24
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what we announced today was the gpu, cpu and these npu's. nvidia provides these fantastic gpu's. in addition, of course to the amazing npu we have from qualcomm and others. >> i believe kelly has a question back in the studio. >> a very pragmatic one. how much will these new pc's cost? >> one of the great things about how we built them is they are very affordable. they start at 999. >> if they're $200 cheaper than the mac book, it sounds like they're meant to compete with them. but what about where the real competition is taking place these days on the iphone. is there ever going to be a hand held device to that category killer? >> today the focus is definitely on the pc. i think what is great about what we've shown today is the ai models, that architecture is now the future of how these devices will take place. think of that as eventually being able to go to any device, but today, the focus is definitely on the pc. >> you mentioned openai and that gpt 4.0 is eventually going to make its way to windows, sooner rather than later. there's this kind of concern going around with, you
what we announced today was the gpu, cpu and these npu's. nvidia provides these fantastic gpu's. in addition, of course to the amazing npu we have from qualcomm and others. >> i believe kelly has a question back in the studio. >> a very pragmatic one. how much will these new pc's cost? >> one of the great things about how we built them is they are very affordable. they start at 999. >> if they're $200 cheaper than the mac book, it sounds like they're meant to compete...
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May 22, 2024
05/24
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. >> there are bunch of nvidia gpu's and work stations, all of our gpu's have the same tensor cores thatoud. and so everyone of our gpu's use ai to do its work. ai is going to transform gaming. >> jensen huong being saved by his mate and i guess the question moves beyond data centers when do they get in the cpu game in intel's market. that was just what i heard. >> come back next year and a know you'll be back. we preach the sales of what the earnings are like after the bell today. clips of the market wants to see more than 200% increase in revenue. we also anticipate a statement from the u cape prime minister as soon as the next five minutes. this is bloomberg technology. so, what are you thinking? i'm thinking... (speaking to self) about our honeymoon. what about africa? safari? hot air balloon ride? swim with elephants? wait, can we afford a safari? great question. like everything, it takes a little planning. or, put the money towards a down-payment... ...on a ranch ...in montana ...with horses let's take a look at those scenarios. j.p. morgan wealth management has advisors in chase b
. >> there are bunch of nvidia gpu's and work stations, all of our gpu's have the same tensor cores thatoud. and so everyone of our gpu's use ai to do its work. ai is going to transform gaming. >> jensen huong being saved by his mate and i guess the question moves beyond data centers when do they get in the cpu game in intel's market. that was just what i heard. >> come back next year and a know you'll be back. we preach the sales of what the earnings are like after the bell...
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May 20, 2024
05/24
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the gpus are expensiexpensive. they average $30,000 on e-bay.pensive for people like you and me to stick into a laptop. there are rumors that nvidia is teaming up to make an a.i. pc regardless of the rumors as the earnings are out wednesday. computech conference is coming up this year and jensen wong will talk more about the products. that is something we need to look out for in june. >> a lot to watch out for here. great analysis. >> you always want to hear about nvidia. >> we want to know what is on the sticky pad on the laptop lid. for another time. >> phone number for the doctor. >> thank you, kristina partsinevelos. >>> a bullish call around micron sending shares higher ahead of the open. >>> cnbc is celebrating aanhpi month. here is astrazeneca's executive dir director. >> i was born and brought up in east africa and my parents are of indian descent. what makes me proud is i have a wide culture understanding and it is being able to bring diverse views together that leads to best decision making and eventual success. “the darkness of bipola
the gpus are expensiexpensive. they average $30,000 on e-bay.pensive for people like you and me to stick into a laptop. there are rumors that nvidia is teaming up to make an a.i. pc regardless of the rumors as the earnings are out wednesday. computech conference is coming up this year and jensen wong will talk more about the products. that is something we need to look out for in june. >> a lot to watch out for here. great analysis. >> you always want to hear about nvidia. >>...
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May 23, 2024
05/24
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he is training self-driving on nvidia gpu's. their own chips but for the foreseeable future they are using nvidia gpu's to train this capability which is critical for the strategy of the company. this is not something they're likely to pivot on. that demand from tesla is very important to nvidia. it will likely sustain as tesla gets better and better and extends its lead over other car companies. scarlet: thank you for explaining that. . anytime someone mentions tesla, you look at what is going on with tesla and sometimes it is a dumpster fire. let's talk about how nvidia has been the go to company for 70 waves of innovation across technology. gaming for instance. crypto mining. nvidia provided the chips that it all that. now it is ai. when you look ahead, what is next? what is your confidence and nvidia will be at the leading edge of the next wave of innovation? gil: they still have the state-of-the-art product. every time it looks like someone is going to catch up to them in terms of state-of-the-art, the introduce a new produ
he is training self-driving on nvidia gpu's. their own chips but for the foreseeable future they are using nvidia gpu's to train this capability which is critical for the strategy of the company. this is not something they're likely to pivot on. that demand from tesla is very important to nvidia. it will likely sustain as tesla gets better and better and extends its lead over other car companies. scarlet: thank you for explaining that. . anytime someone mentions tesla, you look at what is going...
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May 9, 2024
05/24
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what nvidia's doing is now bringing these massive training workloads and a billion parameters across gpusy cost often billions of dollars. so any kind of idle state and 30% down time costs them money so without a good network you can't have that utilization. and that's exactly where arista comes in we're building the absolute best of breed foundation for ai networking to make those gpus hum and ignite better. >> look, i am all in but i also am cognizant, as you know, that i believe in jensen greatly. and he did talk on the last conference call about his own ethernet networking space. he's launching new spectrum x and an offering designed for ai optimized networking and i started thinking, well, are you friend are you partner? are you competitor with nvidia >> i just want to say to jensen personally and of course nvidia as a company, we are first friends. the majority of his business we don't compete with at all. of course there's about 1% of his business that maybe overlapped with our business but i would hardly call 1% anything but friendship and slight overlap >> all right >> we'll comp
what nvidia's doing is now bringing these massive training workloads and a billion parameters across gpusy cost often billions of dollars. so any kind of idle state and 30% down time costs them money so without a good network you can't have that utilization. and that's exactly where arista comes in we're building the absolute best of breed foundation for ai networking to make those gpus hum and ignite better. >> look, i am all in but i also am cognizant, as you know, that i believe in...
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May 23, 2024
05/24
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ramp and anthropic, you know, all of the work that's being done at all the csps are consuming every gpuhat's out there >> jim, a lot of the commentary today says any worries about an air pocket probably get assuaged today. >> yeah, look, there was a lot of teaching on the call last night. jensen came in right after colette kress, the amazing ceo usually he comes in later, but he wanted to explain to people about the industrial revolution that's begun and that most people are really looking at this wrong most people are saying, okay, why don't we pause this is the commentary and we'll wait until we get this blackwell, which is really a platform assistant and he said, first of all, everything that they have, the h-100, the h-200 t predecessors, are all going to accelerate. that would be really a slap right in the face of people who are saying, there's got to be a stop, a pause. and then, he said something that i think was amazing, and we're going to have to talk about it automobile it's going to be automobile that's the number one this year. no one thought that. everyone thought it would
ramp and anthropic, you know, all of the work that's being done at all the csps are consuming every gpuhat's out there >> jim, a lot of the commentary today says any worries about an air pocket probably get assuaged today. >> yeah, look, there was a lot of teaching on the call last night. jensen came in right after colette kress, the amazing ceo usually he comes in later, but he wanted to explain to people about the industrial revolution that's begun and that most people are really...
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May 9, 2024
05/24
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amd a rising competitor >> with nvidia, the moat is wide they are still garnering over th 80% of the gpuales. everyone wants the latest and greatest chip. the n100 is not coming out until next year. it is them making chips as fast as people want them and in terms of innovating quickly enough and supply chain issues. the demand is extremely strong for nvidia all of the issues with how much they can monetize that and how much revenue they can squeeze out of that is how quickly they can meet that demand especially around potential supply chain snags. in terms of competitors, we just got guidance on the data center from amd a week ago. they are guiding to $4 billion to $5 billion next year. to put that in perspective, nvidia is doing $80 billion. amd is a great company they play in a lot of places besides the data center like the pcs where you don't see nvidia with a bigfoot print in the datan center gpu market, they are still a distant competitor to nvidia >> alec young, thank you for more nvidia, head to cnbc pro. see when shares rise >>> coming up here on "worldwide exchange," getting an
amd a rising competitor >> with nvidia, the moat is wide they are still garnering over th 80% of the gpuales. everyone wants the latest and greatest chip. the n100 is not coming out until next year. it is them making chips as fast as people want them and in terms of innovating quickly enough and supply chain issues. the demand is extremely strong for nvidia all of the issues with how much they can monetize that and how much revenue they can squeeze out of that is how quickly they can meet...
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May 1, 2024
05/24
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raising gpu guidance to 4 billion, again we are they were closer to or maybe seven. we like it down here. there are other levers to paul. if you are a massive hyper scaler you definitely want to diversify your offerings. you think there should be other people that supply your chips and i think amd fits that bill. caroline: can you go into the other levers they have to pull? daniel: the gaming side was one lackluster area for next quarter but going forward this potential for enterprise refresh especially on the back of covid. a lot of companies have old legacy systems they have to replace, they could bode well for them in the second half of 2025. caroline: i want to pivot away from amd but broadly looking at the cloud. amazon today coming out looking strong when it comes to its ai focus. is more broadly that the lever you want to see being pulled by andy jassy? daniel: that conference call was when the most bullish of listen to really in years may be on the back from two quarters ago. he basically said this opportunity with ai is a mosys tremendous and they are willin
raising gpu guidance to 4 billion, again we are they were closer to or maybe seven. we like it down here. there are other levers to paul. if you are a massive hyper scaler you definitely want to diversify your offerings. you think there should be other people that supply your chips and i think amd fits that bill. caroline: can you go into the other levers they have to pull? daniel: the gaming side was one lackluster area for next quarter but going forward this potential for enterprise refresh...
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May 20, 2024
05/24
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ed: the servers -- design, it's gpu agnostic in many ways. everyone keeps telling me that choice matters. the difference use different ai accelerators, nvidia is a clear worker in this market. your job is that their interaction with public and private sector customers. how micro-focused are they on nvidia, intel, in the conversations you have? ed: companies -- arthur: companies are looking for a trusted advisor. we understand the landscape better than anyone out there. we understand ecosystem, all the services. our job is to go in and understand what the customers are looking to accomplish. ed: arthur lewis, president of the infrastructure solutions, thank you for kicking off l technology with us here in las vegas. caroline and mark caroline: what a great conversation -- caroline? caroline: what a great conversation as we think about how the executives are using this powerful technology. coming up, it's the make or break earnings results of the week. the company that ed was just describing their with arthur, not just dell, but nvidia two. kee
ed: the servers -- design, it's gpu agnostic in many ways. everyone keeps telling me that choice matters. the difference use different ai accelerators, nvidia is a clear worker in this market. your job is that their interaction with public and private sector customers. how micro-focused are they on nvidia, intel, in the conversations you have? ed: companies -- arthur: companies are looking for a trusted advisor. we understand the landscape better than anyone out there. we understand ecosystem,...
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u, and then tripping that gpu to its final destination at a data center that doesn't incur a really large environmental impact. it's this impact that companies like microsoft are trying to take into account as they set climate goals. microsoft says it's aiming to be carbon negative by 2030, not just neutral, but negative. and one way it's hoping to get there is through bolivia. more than 9000 kilometers from microsoft headquarters in redmond, washington is a bio chart facility, operated by x, so mad green it turns forestry waste interest, something that's called bio char, which is essentially charcoal x. so mad green will produce the bio char containing carbon dioxide and buried under ground where it can enrich the soil and keep c o 2 from getting into the atmosphere. microsoft has box $32000.00 tons of carbon dioxide removal credits, but that's a tiny fraction of its overall annual emissions. we don't know how much of that will grow with a guy. that's one way that microsoft can continue to expand its ai operation and data centers will saying it's still on path to being carbon negative. b
u, and then tripping that gpu to its final destination at a data center that doesn't incur a really large environmental impact. it's this impact that companies like microsoft are trying to take into account as they set climate goals. microsoft says it's aiming to be carbon negative by 2030, not just neutral, but negative. and one way it's hoping to get there is through bolivia. more than 9000 kilometers from microsoft headquarters in redmond, washington is a bio chart facility, operated by x,...
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May 22, 2024
05/24
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other big drivers would be the use of gpus for inferencing large language models, the second step you and then the inferences part you spit out the answers to your queries. but all of that cap x spend for microsoft, google, aws, meta, 46% higher than compared to mast last year that means dollars in jensen's pocket. they have an 8% swing. devil's advocate, last year in the summer, nvidia blew past earnings but the stock went down and that it had a run up to earnings so a similar set up to today. there could be some volatility post this report >> have you seen any clues as to what the quarter might look like given the commentary out of amazon this week about this piece or anything else >> there's quite a bit of drama just because amazon said they're not halting orders of the grace hopper chips there's one particular project taking those gpus and schhiftin it to the next generation. but still buying across the board. but that's what amazon wanted me to know, everyone to know, they wrote, made sure i got the correction from the ft story and the reason for that is that nobody -- i shouldn'
other big drivers would be the use of gpus for inferencing large language models, the second step you and then the inferences part you spit out the answers to your queries. but all of that cap x spend for microsoft, google, aws, meta, 46% higher than compared to mast last year that means dollars in jensen's pocket. they have an 8% swing. devil's advocate, last year in the summer, nvidia blew past earnings but the stock went down and that it had a run up to earnings so a similar set up to today....
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May 9, 2024
05/24
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we are talking about data center power by gpu's. your numbers were good. tell me about the underlying demand, the long-term and the addressable market that you think is either intact or is not. rene: i think this ai buildout as you describe or expanding capacity to run these foundation models to do more training, we are at the very beginning. when you start to think about the capabilities that this could unleash whether it is around healthcare, armor research, productivity gains, call centers, we are in very early days. that all starts with having to do this level of training and entrance in the cloud. it will also find itself into every single edge device whether it is a to see, your smartphone -- whether it is a pc, your smartphone or your car. we have incredible visibility to where this is all going which is where we are confident in the -- which is why we are confident in the growth rates. power and efficiency is key. it is what arm is good at. we are seeing the most complex applications moving to arm. the most sophisticated trading ship on the planet,
we are talking about data center power by gpu's. your numbers were good. tell me about the underlying demand, the long-term and the addressable market that you think is either intact or is not. rene: i think this ai buildout as you describe or expanding capacity to run these foundation models to do more training, we are at the very beginning. when you start to think about the capabilities that this could unleash whether it is around healthcare, armor research, productivity gains, call centers,...
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May 28, 2024
05/24
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it's just a half a percentage of nvidia gpus. some internal amazon ai projects rely on nvidia chips versus the amazon grown chips not great sign when you've had a lab around over for a decade and still opting for nvidia chips. the reason nvidia's software cuda snowflake in the last few months talked about using nvidia chips over aws chips for its large language models. another analyst report research out with a higher price target 1250 on nvidia because, quote, they don't see anyone challenging nvidia's margin for the next two years. >> wow. >> those are huge drivers. >> the moat is wide and deep. >> precisely especially because for our audience that's watching and wondering, should i get in, what else could happen with this company? on monday it's com pew text, over the weekend in taiwan, that is a computer trade show normally doesn't make news, but you have intel, amc, nvidia, arm ceos, all xanchls of people speaking and making news and assume nvidia will be one of those two. some murmurs maybe ai pc this is a computer trade sh
it's just a half a percentage of nvidia gpus. some internal amazon ai projects rely on nvidia chips versus the amazon grown chips not great sign when you've had a lab around over for a decade and still opting for nvidia chips. the reason nvidia's software cuda snowflake in the last few months talked about using nvidia chips over aws chips for its large language models. another analyst report research out with a higher price target 1250 on nvidia because, quote, they don't see anyone challenging...
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May 23, 2024
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the story to this point has been nvidia selling high-performance gpu to the hyper scalars. that operate data centers behind cloud computing. but that's changing, they are starting to do business with consumer technology, enterprise, government customers in the market for generative ai in that sense is growing. the 10 for one stock split is also interesting. this is a stock that trades north of 950 u.s. dollars a share. there's a lot of interest from the retail investor in the ai story of nvidia. you just need take a cursory look at reddit, ex or even google trends in real time during the earnings quarter. it's what people are talking about. beyond that, the big piece of news is probably that we will see meaningful revenue, lots of revenue from blackwell this year, blackwell is the combination gpu cpu, the latest generation of ai accelerator from nvidia. just becoming much more of a systems vendor. but the chips will start shipping in the current time, ramping the fiscal period and actually go into data centers in the fiscal fourth. and nvidia is proving that if the demands
the story to this point has been nvidia selling high-performance gpu to the hyper scalars. that operate data centers behind cloud computing. but that's changing, they are starting to do business with consumer technology, enterprise, government customers in the market for generative ai in that sense is growing. the 10 for one stock split is also interesting. this is a stock that trades north of 950 u.s. dollars a share. there's a lot of interest from the retail investor in the ai story of...
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May 9, 2024
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blackwell includes arm that's the cpu, okay and the gpu is nvidia.nd that's going to be the biggest combination that's ever hit that -- that's the industrial revolution combination that jensen huang keeps talking about, so carl, you got this situation where you're thinking about what's going to happen in september, october. you realize that arm is taking share. they've got phone. they have pc they have the world. they're going to be the cpu company, even though they have a deal with intel. i think they're overrunning intel. i like their situation very much, because you got to be thinking about next year at this time, and the billions that are being spent on the datacenter when you go into the datacenter, you got to look at what's in it. vertiv is in there eton is in there grace blackwell is in there, which is nvidia, and arm's in there. you want to be in there, or else you're kind of being left behind >> you're in there if you're not in there, you're in the if you're in there, you're in there. >> you're either in warner bros. discovery tnt or -- no i
blackwell includes arm that's the cpu, okay and the gpu is nvidia.nd that's going to be the biggest combination that's ever hit that -- that's the industrial revolution combination that jensen huang keeps talking about, so carl, you got this situation where you're thinking about what's going to happen in september, october. you realize that arm is taking share. they've got phone. they have pc they have the world. they're going to be the cpu company, even though they have a deal with intel. i...
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May 22, 2024
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you don't have to run the gpus with snowflake. that's the stuff we use. >> and you've got your june 3, data cloud and i remember watching your video with your predecessor. and was famously tough on price when it came to jensen. and what will it be like this time? >> well, i've gotten to know him really well and we are excited about the promise and it is just the beginning where it is a powerful way to scale things on a number of fronts. and it was done on top of nvidia chips. we collaborate with them on models. there is a lot to come and it will come to ai where we will be talking about all of this and many other few product announcements that our user conference will have. it will be very exciting. i'm looking forward to seeing you there. >> and i do want to ask you about that. because they are going very well. and it is a little bit of a decline. you know how much we worry about margins in this business? >> and margins are really important. of course, i would work with mike who is amazing. and we are leaning ahead into investing
you don't have to run the gpus with snowflake. that's the stuff we use. >> and you've got your june 3, data cloud and i remember watching your video with your predecessor. and was famously tough on price when it came to jensen. and what will it be like this time? >> well, i've gotten to know him really well and we are excited about the promise and it is just the beginning where it is a powerful way to scale things on a number of fronts. and it was done on top of nvidia chips. we...
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May 21, 2024
05/24
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amazon pausing their orders while they wait for these upgraded or next generation gpus. then i'm like well, how big of a deal is this? it's the first i've heard of it. what can you tell us? >> yeah, this is a big debate on wall street and whether nvidia will suffer a demand low or what they call an air pocket, caused by customers waiting for the next generation gpu chips, which are slated for later this year as opposed to buying chips already on the market. and these next generation black well chips, which is what they will be called, should be four times faster than the previous generation. so it's enough of an incentive for customers to want to wait, right? wait for something that's better than what's on the market right now. the ft reporting aws is doing just that. taking their planned orders for already available nvidia chips, and pivoting them to the new black well chip. a move that runs counter to the recent theories that there are no air pockets or demand lows. that's when you saw the stock fall 1% on the news today. it's regained some of that. but another positiv
amazon pausing their orders while they wait for these upgraded or next generation gpus. then i'm like well, how big of a deal is this? it's the first i've heard of it. what can you tell us? >> yeah, this is a big debate on wall street and whether nvidia will suffer a demand low or what they call an air pocket, caused by customers waiting for the next generation gpu chips, which are slated for later this year as opposed to buying chips already on the market. and these next generation black...
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May 31, 2024
05/24
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woo-jin: if you think about nvidia in relation to dell, nvidia sales their gpu chips and cards to delldell helps to assemble it, install it to the and customers -- end customers. a lot of interesting customers purchasing from dell and their competitors. tesla is rumored to be one. there is a private company called core weave also buying. we are still in the early innings of this ai factory revolution. dell, who has been a long time corporate systems integrator, they will continue to sell into them. vonnie: can i ask you about something that crossed the wires yesterday in the u.s. session, where nvidia may not be able to sell chips in the middle east. is that a significant impact to the bottom line if it happens? woo-jin: pretty interesting. the u.s. is starting to be very cautious of where american companies are going to sell the ai assets. nvidia is already sanctioned to some degree of selling into china. in terms of saudi arabia, it may prevent further upside. given the demand overall in the u.s. and europe, you should continue to see momentum for nvidia. vonnie: absolutely. thank yo
woo-jin: if you think about nvidia in relation to dell, nvidia sales their gpu chips and cards to delldell helps to assemble it, install it to the and customers -- end customers. a lot of interesting customers purchasing from dell and their competitors. tesla is rumored to be one. there is a private company called core weave also buying. we are still in the early innings of this ai factory revolution. dell, who has been a long time corporate systems integrator, they will continue to sell into...
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like a normal car, they can take you anywhere uphill, you can put luggage and you can go on a date, gpu the weekend and inference chips are like a racecar the only use on the racetrack so as you get more and more close to a specialist type of vehicle or specialist chip it becomes more efficient, why is that efficiency needed the power consumption would gpu today is massive. if you had 100 chips in circulation 24 is the power of and they consume less power and more efficient and that's what you see a lot of people build this because it's built to run a.i. as opposed to gp was unsure which is video games. maria: got under fascinating stuff. we will be watching your company. we will take a break. when we come back new york versus donald trump the trial resumes this morning with the new witness taken the stand at the hot topic of hour and we have after the break. you are watching "mornings with maria" live on fox business. stay with us. maria: welcome back. good tuesday morning, ever. thanks very much for joining us this morning. i'm maria bartiromo. i hope you're having a good tuesday morn
like a normal car, they can take you anywhere uphill, you can put luggage and you can go on a date, gpu the weekend and inference chips are like a racecar the only use on the racetrack so as you get more and more close to a specialist type of vehicle or specialist chip it becomes more efficient, why is that efficiency needed the power consumption would gpu today is massive. if you had 100 chips in circulation 24 is the power of and they consume less power and more efficient and that's what you...
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May 29, 2024
05/24
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you can't get there without nvidia's gpu.t remains to be seen, is this a one time upgrade or will companies continue to upgrade every two or three years, all their data centers the wholesale because the blackwell chip is faster than the current generation chip of. chip, like l this exhaust itself. the estimates for nvidia with the 44 times forward earnings, it assumes the growth will flat line in nine months. the quarter over quarter revenue is flat and earnings quarter over quarter starts to decline so i see nvidia more trading at about 31 to 32 times for earnings, my back of the envelope math, against very conservative estimates. so if this starts to spread out, you could make the case of right now with nvidia a historical 35 to 40% multiple, 15 to 20% undervalued at the moment and if growth continues at the clip, you can see it double the stock. at some point we will run out of gas. maria: we made the point earlier that this earnings season today over the last few weeks, we've seen investments in a.i. from corporate americ
you can't get there without nvidia's gpu.t remains to be seen, is this a one time upgrade or will companies continue to upgrade every two or three years, all their data centers the wholesale because the blackwell chip is faster than the current generation chip of. chip, like l this exhaust itself. the estimates for nvidia with the 44 times forward earnings, it assumes the growth will flat line in nine months. the quarter over quarter revenue is flat and earnings quarter over quarter starts to...
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May 23, 2024
05/24
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the gpu environment. more importantly, we think they continue to take share in terms of the broader data center dollars out there. what is going to happen is, you migrate toward blackwell, you know, greater cpu-related revenue, for instance. like well is more of this platform-oriented company. you heard them last night talk about spectrum, which is their new ethernet offering on the networking side of things. that's going to be a multibillion-dollar revenue trajectory in 2025. there is a lot more revenue potential outside gpus for this company, and that is going to bolster their revenue trajectory. lisa: you are going where i wanted you to go, which is the idea that a lot of people have been looking for what the competitive threat to nvidia is. maybe that is the wrong question. be nvidia is a competitive threat to amd and intel because they are broadening. they are moving into personal computers, or they are trying to, which is sort of new, since the hyper scaling aspect has been a main driver. is that so
the gpu environment. more importantly, we think they continue to take share in terms of the broader data center dollars out there. what is going to happen is, you migrate toward blackwell, you know, greater cpu-related revenue, for instance. like well is more of this platform-oriented company. you heard them last night talk about spectrum, which is their new ethernet offering on the networking side of things. that's going to be a multibillion-dollar revenue trajectory in 2025. there is a lot...
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May 4, 2024
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accordingly, the americans decided to replace their warheads from conventional cassette warheads with gpuit turned out that such a hybrid is launched from the same mrls or haimers rsso, then the bomb opens its wings and flies at a distance of up to 150 km. in general, this is a cheap and cheerful option, but the effectiveness of glrs db in the north-facing water zone is very quickly overshadowed by the fact that they are guided exclusively by a gps signal, and it is easily jammed by modern russian electronic warfare systems, and ukrainian pilots were convinced of this by using... to conduct conflicts with very technically backward forces there, states or organizations, and well, which simply do not have a consistently developed culture of production, development and use rap, which has been typical for russia since deep, say, soviet times, well, that’s why we got such results, and sometimes our fighters cope well without advanced electronics, living proof, a soldier from transbaikalia with the call sign tungus masterfully landed an enemy drone using a duffel bag, and also deftly dodged an
accordingly, the americans decided to replace their warheads from conventional cassette warheads with gpuit turned out that such a hybrid is launched from the same mrls or haimers rsso, then the bomb opens its wings and flies at a distance of up to 150 km. in general, this is a cheap and cheerful option, but the effectiveness of glrs db in the north-facing water zone is very quickly overshadowed by the fact that they are guided exclusively by a gps signal, and it is easily jammed by modern...
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May 22, 2024
05/24
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gb-200 products are incredible these are basically, you know, full super computers, connecting 576 gpus into one single, look, wholistic cluster there's nothing else like that on the market but we don't know if investors are going to look through it in the same way i would imagine a hiccup in the stock price, you know, kind of correspondent with the numbers >> chris, great to get your take thank you so much. >> thanks, guys. >> chris rolland, a $1,050 price target on the stock. the stock hitting $1,000 brief in the afterhours session. what's your take on the price action seems to continue to get stronger >> i think chris is going to have to take his price target up, because we're going to be there before the end of the show, another 50 bucks is not that much. but again, if you talk about momentum, we talk about the different traders that are going to come in here, a breakout of this type of proportion is going to get a lot of people excited about it retail traders, momentum traders. as long as we can hold these gains, i do think that momentum continues. >> and the retail trade, we've se
gb-200 products are incredible these are basically, you know, full super computers, connecting 576 gpus into one single, look, wholistic cluster there's nothing else like that on the market but we don't know if investors are going to look through it in the same way i would imagine a hiccup in the stock price, you know, kind of correspondent with the numbers >> chris, great to get your take thank you so much. >> thanks, guys. >> chris rolland, a $1,050 price target on the...
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May 8, 2024
05/24
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i don't think anybody's going to wait for blackwell in '24 because they're still bringing up their gpuow a cluster is divided across multiple tenants, choice of hosts, memory, storage, architecture, optimizations on the gpu for collective communication, and on from there, all of which is to say, again, quoting the ceo, a good scaleout network has to be built, no matter whether you're connecting to today's gpus or future blackwells. >> the rap, just so we know, on the coming quarter, the may 22nd quarter for the big dog, for nvidia, is that what will happen is that they will have a transition, not unlike, say -- >> so, you'll pause right know >> there is no pause and jensen has said over and over there is no pause because everybody will take whatever they have. they'll take whatever they can because it's so much superior to everything else. >> they're building datacenters anyway, and you got other ones that were built that need to be filled up now. you can't wait >> you got it. you are so on since you came back from california >> i'm on. >> he's on >> i'm all over this a.i. thing. and i
i don't think anybody's going to wait for blackwell in '24 because they're still bringing up their gpuow a cluster is divided across multiple tenants, choice of hosts, memory, storage, architecture, optimizations on the gpu for collective communication, and on from there, all of which is to say, again, quoting the ceo, a good scaleout network has to be built, no matter whether you're connecting to today's gpus or future blackwells. >> the rap, just so we know, on the coming quarter, the...
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May 10, 2024
05/24
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everything that you have everything that you see is going to be going gpu. >> right >> everything. >>sh and a consumer slowdown at the same time? >> yes, i think you can, because the enterprise is a -- it's a -- these companies all act like it's winner take all, loser take none i mean, musk wants to do -- i don't know if you saw the piece, if he gets the vote -- this was the jonas piece i'm referring to -- if he gets the shareholder vote, he wants to go all in a.i., and he's nvidia. >> he's also -- musk also has his xai, which has raised, i think, $6 billion at an $18 billion valuation, all of which is going to be plowed right into datacenters chips, things like that. >> you got alphabet also i had -- aristonet, that stock has been incredible. they do the ethernet that connects the gpu and all the -- they're both rivals, too, because nvidia's got its own product. this is alphabet it's -- >> but your point is that this spending, you can't cut back on this spending. >> that's exactly my point people feel that oracle has to keep spending in order to stay cogent if you cut back, you lose.
everything that you have everything that you see is going to be going gpu. >> right >> everything. >>sh and a consumer slowdown at the same time? >> yes, i think you can, because the enterprise is a -- it's a -- these companies all act like it's winner take all, loser take none i mean, musk wants to do -- i don't know if you saw the piece, if he gets the vote -- this was the jonas piece i'm referring to -- if he gets the shareholder vote, he wants to go all in a.i., and...
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May 23, 2024
05/24
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accelerators, the gpus that nvidia makes is so strong.hey also have this new product called blackwell that will ramp starting in the q2, q3 time frame. we don't think there's much risk in the short term. obviously the demand has to continue if you look at their customers, the big cloud companies, they continue to spend aggressively as long as the spending continues, we don't see risk in the short term, at least what kind of risk could there be let's say they're all spending, and investors, customers are almost expecting these companies to spend on a.i. what exactly then has to stop in terms of spending? what can derail this nvidia narrative anytime in the medium term i guess at the end of the day when you're spending, you need some return to justify this cap ex investment we're seeing today. the competition is highly intense. obviously microsoft, google, facebook, they want to maintain their lead in a.i., so they're continuing to spend. i guess, if there's no return on investment investmentiumly, in a slowdown the spending we're seeing th
accelerators, the gpus that nvidia makes is so strong.hey also have this new product called blackwell that will ramp starting in the q2, q3 time frame. we don't think there's much risk in the short term. obviously the demand has to continue if you look at their customers, the big cloud companies, they continue to spend aggressively as long as the spending continues, we don't see risk in the short term, at least what kind of risk could there be let's say they're all spending, and investors,...
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May 17, 2024
05/24
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we've required them to build infrastructure that incorporates the gpu's we use.ners across the space. caroline: are you too dependent on nvidia? michael: ah. the world is dependent on nvidia. their technology is defining the space. we work with them because our clients demand the technology that they drive and deliver. caroline: not amd or others? michael: we look at all different types of solutions. our clients have clearly indicated for the time being the type of silicon they required to build products, the ai changing the world, is currently being driven in large part by nvidia. caroline: the share price reflects that. michael, thank you so much for coming on to talk about your funding. coming up, the salesforce ceo on the artificial of ai. who would have thought it? ♪ investment opportunities are everywhere you turn. but at t. rowe price, we're letting curiosity light the way. asking smart questions about opportunities like advances in healthcare. and how these innovations will create a healthier world tomorrow. better questions. better outcomes. ed: tune in
we've required them to build infrastructure that incorporates the gpu's we use.ners across the space. caroline: are you too dependent on nvidia? michael: ah. the world is dependent on nvidia. their technology is defining the space. we work with them because our clients demand the technology that they drive and deliver. caroline: not amd or others? michael: we look at all different types of solutions. our clients have clearly indicated for the time being the type of silicon they required to...
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May 1, 2024
05/24
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constraint in terms of supply for ai chips, one of the challenges that remains is next to every nvidia and gpulter high-powered memory chip produced by samsung or micron and these chips are still in pretty tight supplies of the entire system remains hard to get access to even for the big tech companies. so these ai memory chips are still relative to our demand is. katie: is this a question of increasing supply or will we see bigger capex spends to trying get some more chips? chris: all of the world's big chipmakers are trying to increase their capacity to produce these chips. the memory chipmakers have set this up as fast as they can. tsmc in taiwan which produces most of nvidia's chips bringing online new capacity over the past couple of years so we are seeing the chipmakers invest more in bringing this ability online. the key factor on the demand side is whether it is meta-or microsoft or amazon their capex keeps ramping up and it's being driven higher because they want to buy more relative to their entire expectation so unless ai demand slows. we will see very tight markets for chips. david
constraint in terms of supply for ai chips, one of the challenges that remains is next to every nvidia and gpulter high-powered memory chip produced by samsung or micron and these chips are still in pretty tight supplies of the entire system remains hard to get access to even for the big tech companies. so these ai memory chips are still relative to our demand is. katie: is this a question of increasing supply or will we see bigger capex spends to trying get some more chips? chris: all of the...
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May 6, 2024
05/24
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an iconic brand, and we want to make sure that indonesia is on the forefront, and our first set of gpu'sjune itself, and we are seeing a lot of interest and demand. i think the key learning here is the ability give it a human capital, for us to ensure that we get the full benefit of this ai journey. we want to work with our partner not only to get with the technology, but i we are able to put the get investment on human capital, ending the ai talent and gen ai talent. the partners are working, and we want to make sure that every dollar we invest on technology will be a dollar invested on human support. paul: i want to get your views on indonesia gdp. we are expecting to see a modest tick up for the first quarter, but what is your outlook for indonesia's growth story? >> if you look at indonesia the last five years, 5% was given, and with the election behind us and continuation of policies, i think we are heading toward 5.5% and 6% will be a matter of time. indonesia has the potential to grow at 6% or 7%. paul: vikram, thank you so much for joining us. as you might've seen on the screen,
an iconic brand, and we want to make sure that indonesia is on the forefront, and our first set of gpu'sjune itself, and we are seeing a lot of interest and demand. i think the key learning here is the ability give it a human capital, for us to ensure that we get the full benefit of this ai journey. we want to work with our partner not only to get with the technology, but i we are able to put the get investment on human capital, ending the ai talent and gen ai talent. the partners are working,...
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May 30, 2024
05/24
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they put the service together that includes the gpus from nvidia, and power all the large language models you through here, that stabilize the enterprise business, to take you back to the first segment. >> a woman from philadelphia, ruben, who is deep mind, you know, she's -- the apple show, "deep matter," so she's discovered "deep matter." >> so you think it will be called the ruben? not like the sandwich. >> michigan. great movement out there. the zimmerman comes after the rueben. >> there's a trillion microns -- it's a trillion. >> what? >> a trillion. and dr. deb said it's mathematical. it's too big to be done other than mathematical. >> i don't know what that even means. >> you put a trillion transitions on it, and that's what jensen has in mind for us, is a trillion transistors. >> i like how we were trying to talk about specialty retail and consumer and it gravitated back towards nvidia's next chip. >> my partner is on the case when it comes to nvidia. you were on nvidia a year ago when the thought came out, and he thought the dog was art tpeus. >> we will talk about it every day,
they put the service together that includes the gpus from nvidia, and power all the large language models you through here, that stabilize the enterprise business, to take you back to the first segment. >> a woman from philadelphia, ruben, who is deep mind, you know, she's -- the apple show, "deep matter," so she's discovered "deep matter." >> so you think it will be called the ruben? not like the sandwich. >> michigan. great movement out there. the...
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May 30, 2024
05/24
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15 years ago building enterprise ai before google cloud, when aws was this big, before the graphical gpunt billions building a software stack. today we have 90 turnkey applications for supply chain, demand chain, whatever it might be. we are in a little bit of a different class than these legacy application software people. this is the first enterprise ai play. caroline: you know those legacy people well, you sold to oracle. i'm interested as to why, to be brutally honest, your share price hasn't been wrapped up in ai. if you are such a clear play, what do you think you still have to prove to the market at the moment? tom: we are at the early stages of the enterprise ai market. there's a lot of interest right now in silicone infrastructure. looking at the value of the stack, about that you have infrastructure. above that you have foundation models. then you have the applications. that's the portion at which we play. all of this silicom being sold, all the infrastructure the hyperscalers are selling, they are selling for one reason, enterprise applications, and that's what we do. caroline
15 years ago building enterprise ai before google cloud, when aws was this big, before the graphical gpunt billions building a software stack. today we have 90 turnkey applications for supply chain, demand chain, whatever it might be. we are in a little bit of a different class than these legacy application software people. this is the first enterprise ai play. caroline: you know those legacy people well, you sold to oracle. i'm interested as to why, to be brutally honest, your share price...
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May 24, 2024
05/24
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servers we've used in the last 30 years and the reason is we are getting new architecture by using gpuo copulate the data and the only was the cpu so you need more electricity to support ai. hyundai electric is one of the biggest supplier and are competitive so the support equipment of ai, especially the u.s. government right now is hosting including the csp they are supporting that no china policies so 30% of the supply has been taken out believe [indiscernible] can actually take shares in the future. annabelle: let's make sure we are clear. the business hyundai electric competes in around transformers, most competitors are chinese and you think those of the companies at risk of being embroiled in a greater war between the u.s. and china could get sanctioned and hyundai electric is the one that would stand to benefit as a non-chinese company? >> exactly. annabelle: ok. are there any concerns that plenty electric -- hyundai electric, any concerns they could get swept up in the sanctions risk? >> i [indiscernible] the most clear reason is with ai demand is exhilarating massively. you st
servers we've used in the last 30 years and the reason is we are getting new architecture by using gpuo copulate the data and the only was the cpu so you need more electricity to support ai. hyundai electric is one of the biggest supplier and are competitive so the support equipment of ai, especially the u.s. government right now is hosting including the csp they are supporting that no china policies so 30% of the supply has been taken out believe [indiscernible] can actually take shares in the...
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May 17, 2024
05/24
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hat's off to lisa su, but remember, there's two components to the gpu.g and then you have the inference. reddit is a more important gpu situation because they have a great deal with chatai. >> and openai. >> reddit, i mean, look, there are deals that you really want to be in, and then there are deals where it's like, why am i in that? both arm and reddit are remarkable. and you know, credit to steve hoffman. i know some of the redditers who are long-term redditers don't like there's more ads but he doesn't run that thing as a charity. it's a jigger not. he's doing so many things right. >> for how much consternation there was, how long it's taking them to go public, it seems to have worked out. >> absolutely fabulous. him on "mad money" and then to have bill redding on pinterest. whoa. i mean, talk about a sight that you want. i want to gin up advertising just to be on pinterest. these two companies are remarkable. they're replacing like fox and, i don't know, tbs or tnt, whatever over there. >> we never really had a chance yesterday to talk about venue s
hat's off to lisa su, but remember, there's two components to the gpu.g and then you have the inference. reddit is a more important gpu situation because they have a great deal with chatai. >> and openai. >> reddit, i mean, look, there are deals that you really want to be in, and then there are deals where it's like, why am i in that? both arm and reddit are remarkable. and you know, credit to steve hoffman. i know some of the redditers who are long-term redditers don't like there's...
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one of my colleagues hooks up all the computers gpu and he said this is corporations going from the footlow into the smartphone and my lightbulb what off we did this in the 1990s were part of it in the naked eye we can understand what's happening but the analogy on the flip phone to a smart phone for the company's all the new technology faster into all these type of things it's incredible. maria: it's a good analysis, good to see you. ken mahoney. your morning mover is left take a look at the stock as we await uber earnings, lifted up six inventor present shares of the app climbing after double beat on first-quarter earnings and revenue profit up 28% to 1.3 billion lift logging 188 million rights during the quarter at 22% from last year the company forecast higher than gross perky and triplicates to the second quarter as well to even by high consumer demand and benefits from new user and driver futures the stock is done well up 105% the last year will get over earnings later this hour and will bring those to you. when we come back judge cannon president trump's classified documents case
one of my colleagues hooks up all the computers gpu and he said this is corporations going from the footlow into the smartphone and my lightbulb what off we did this in the 1990s were part of it in the naked eye we can understand what's happening but the analogy on the flip phone to a smart phone for the company's all the new technology faster into all these type of things it's incredible. maria: it's a good analysis, good to see you. ken mahoney. your morning mover is left take a look at the...
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May 23, 2024
05/24
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>> here at digital, we're the home for first cloud, now ai so the physical manifestation, where the gpusta centers around the world. we have had some great momentum the last several quarters. a handful of those quarters ago, a third of our signs were from ai, and we just capped off the first quarter this year with record new signings with 50% contribution from ai, including major collaborations with the likes of oracle supporting their enterprise customers with both cloud and ai use cases >> in q1, as i understand it from the call, around 50% of your signings were ai related. maybe you can talk about what your platform offerings are there. northern virginia seeing an increase in rate largest signing was in that market other significant signing globally, i mentioned the u.s., but this is happening everywhere what is your power bill like these days >> so, we're in a 50 plus metropolitan areas around the world. we've been in business for 20 years and at the forefront investing and innovating in our infrastructure for our customers. northern virginia has been the center of the internet, and
>> here at digital, we're the home for first cloud, now ai so the physical manifestation, where the gpusta centers around the world. we have had some great momentum the last several quarters. a handful of those quarters ago, a third of our signs were from ai, and we just capped off the first quarter this year with record new signings with 50% contribution from ai, including major collaborations with the likes of oracle supporting their enterprise customers with both cloud and ai use cases...
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May 21, 2024
05/24
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. >> what you did with blackwell and other products was you innovated by saying, let's combine gpu with, is that the next iteration for you you go, here's the nvidia pcu that goes with it? >> we want to support every pcu the world makes. there are places, we support x86, there are places that perform arm -- prefer arm. we support arm. we went to the topmost energy super efficient computers in the world are powered by grace hoppers. wherever it makes sense, we will support the right cpus. haslinda: michael dell and jensen wong speaking exclusively to bloomberg's ed ludlow in las vegas. the markets keeping track of ev stocks. the auto posting its biggest drop since march 2022 on the back of first quarter sales missing estimates, deliveries of its first all ev car fell short of its own targets. the company's first quarter net income coming in at 1.3 billion yuan. analysts were looking for one point 6 billion yuan profit index according to data compiled by dash. compiled at 18%. keeping an eye on crypto spirit crypto prices have surged on signs of momentum towards u.s. approval of etf's, in
. >> what you did with blackwell and other products was you innovated by saying, let's combine gpu with, is that the next iteration for you you go, here's the nvidia pcu that goes with it? >> we want to support every pcu the world makes. there are places, we support x86, there are places that perform arm -- prefer arm. we support arm. we went to the topmost energy super efficient computers in the world are powered by grace hoppers. wherever it makes sense, we will support the right...
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May 29, 2024
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it's what software jeers are learning in order to program gpus.ling it an impenetrable moat. >> that was the quote of the day yesterday. that was beth kingdig on our air talking about the price target for nvidia. that's likely to be the auto sector. in the words of nvidia's own chief financial officer in the earnings call last week, and this is a quote, we expect automotive to be our largest enterprise vertical within data center this year driving a multi-year opportunity. >>> joining us now, marc benioff here. glad to have you on the show. seen you here many times on c nbc. always appreciate your insight. let's talk about this for a minute. we know cars are rolling computers and during the pandemic, we saw an interruption of the semiconductors and raised costs. we know how important chips are for production, but what can ai do for the automotive industry at least in the near term? are we going to see any big changes? >> there are big buckets that ai is going to have a huge impact. the first is around increased efficiency, and the second is around
it's what software jeers are learning in order to program gpus.ling it an impenetrable moat. >> that was the quote of the day yesterday. that was beth kingdig on our air talking about the price target for nvidia. that's likely to be the auto sector. in the words of nvidia's own chief financial officer in the earnings call last week, and this is a quote, we expect automotive to be our largest enterprise vertical within data center this year driving a multi-year opportunity. >>>...
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May 22, 2024
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debate this quarter has really been about any potential air pockets or demand lows between current gpu chips already on the market and the faster next generation chips due out later this year. aws was pishling its orders from chips already on the market to the upcoming blackwell nvidia chips. initial shares shoulder off on the news because it would imply a demand low. analysts are quick to argue if a company would wait, they would lose their spot in line for the newer chips. even if it's not the case, demand is expected to remain. you couple that with the increased and capital spend and nvidia looks poised to continue its beat and raised pattern. frank? >> all right. let's get this conversation going and bring in robert, head of investment policy and strategy. robert, good morning. great to have you here. >> great. great to see you again, frank. >> i know you're not a chip analyst. but nvidia, i think everybody has to talk about it. incredible waiting on the undisease and sent meant overall. as you're talking to clients, how do you review this point and the possible inflection point? >
debate this quarter has really been about any potential air pockets or demand lows between current gpu chips already on the market and the faster next generation chips due out later this year. aws was pishling its orders from chips already on the market to the upcoming blackwell nvidia chips. initial shares shoulder off on the news because it would imply a demand low. analysts are quick to argue if a company would wait, they would lose their spot in line for the newer chips. even if it's not...
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May 3, 2024
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you have to have in video gpu is because your data centers are physically located somewhere.ferencing in apple's chip is what it needs to do. i think they can do that. ed: mandeep singh, who leads our tech coverage at bloomberg intelligence, happy to catch up with you. that doesn't it for this edition of "bloomberg technology." what a week it has been. recap friday. the story of apple on the podcast. so many of you checking out the podcast on apple, spotify, iheart, and of course we posted to all the bloomberg -- post it to all the bloomberg platforms. buckle up. there is a lot more to come next week is well. from san francisco, this is "bloomberg technology." ♪ s your heart. like 10 year old zakael. he had a growing tumor on his neck. his need for surgery was urgent. and ravette, who needed help, because every step brought her pain. their only hope is a ship unlike any other. mercy ships. the largest floating civilian hospital in the world. with volunteer doctors and nurses who come to save lives. 60 minutes called mercy ships: "the intersection of courage and compassion." t
you have to have in video gpu is because your data centers are physically located somewhere.ferencing in apple's chip is what it needs to do. i think they can do that. ed: mandeep singh, who leads our tech coverage at bloomberg intelligence, happy to catch up with you. that doesn't it for this edition of "bloomberg technology." what a week it has been. recap friday. the story of apple on the podcast. so many of you checking out the podcast on apple, spotify, iheart, and of course we...
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May 21, 2024
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you have an ecosystem of companies coming together along with all of these incredible innovations in gpue, storage, and networking and all of the ai models and software companies utilizing all this power. it is causing a new industrial revolution. eth there are five things ed: -- there are five things i would like to talk about. the first is the relationship between your companies and how you work together. the second is ai and. how durable what is happening as. a ipc. you have talked about a ipc on social media for some time officially as well. u.s. leadership. i have three american ceos around me all pulling towards the same goal. increasingly people ask me to ask you about power and energy consumption and whether we should start talking about that. but, the origin of this, one of the reasons i wanted position was gt c. you said basically there is no one better at end to end systems that scale than dell. why? how does nvidia interact with that part of michael's business? >> it's a really important time. we have reengineered and reinvented every player of computing from the chip to the
you have an ecosystem of companies coming together along with all of these incredible innovations in gpue, storage, and networking and all of the ai models and software companies utilizing all this power. it is causing a new industrial revolution. eth there are five things ed: -- there are five things i would like to talk about. the first is the relationship between your companies and how you work together. the second is ai and. how durable what is happening as. a ipc. you have talked about a...
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May 14, 2024
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technology upgrade cycle for artificial intelligence and upgrading data centers to the next generation gpus, amd and marvel, have so much more processing power that if you're not upgrading data centers you'll be left in the dust by your competitors and in terms of the tech stocks as an inflation hedge they're a spectacular inflation hedge. over the last 20 years the money supply is up three and-a-half times, the price of gold has moved similar to that. however, tech stocks are up 10x. when you look at the qqqs. and over the last 10 years, tech stocks are up 470% even though the money supply has doubled, gold is only up 75%. so the whole point of owning stocks in the long run is to beat inflation, is to have an excess return above inflation and i think tech stocks given their ability to change the world, ability to have companies like nvidia that will double and triple revenue year over year, then these unique situations does provide for a lot of opportunity. however, ownin owning some golds good idea. wemaria: is there another group that offers the kind of growth that tech companies do? >>
technology upgrade cycle for artificial intelligence and upgrading data centers to the next generation gpus, amd and marvel, have so much more processing power that if you're not upgrading data centers you'll be left in the dust by your competitors and in terms of the tech stocks as an inflation hedge they're a spectacular inflation hedge. over the last 20 years the money supply is up three and-a-half times, the price of gold has moved similar to that. however, tech stocks are up 10x. when you...
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May 15, 2024
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those optics require cooling within the cpu and gpu that transmit us this data.more than 20 million devices in the market, we're mission-critical in data centers all throughout north america. in the last few years, the data rate is so dramatic, that, one, it requires 10 times the optimal performance at the data center and a majority have to be cooled. we've demonstrated that what drives the consequences of that evolution made by the leaders in the space. >> i have two questions for your you. one, how big is the business going to be for you of cooling these data centers? i've heard from sam altman and others how this is going to be essential to keep their businesses cool. and then on the flip side, how much are you using ai internally for your own technology? >> we do ourselves as an enabler of ai. without that cooling capability, you're not going to get that out of the server itself even before you move upstream. so that's a billion dollar business for us just looking at the components that need to be cooled to maintain the data rate. on our business, particularl
those optics require cooling within the cpu and gpu that transmit us this data.more than 20 million devices in the market, we're mission-critical in data centers all throughout north america. in the last few years, the data rate is so dramatic, that, one, it requires 10 times the optimal performance at the data center and a majority have to be cooled. we've demonstrated that what drives the consequences of that evolution made by the leaders in the space. >> i have two questions for your...
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May 30, 2024
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with things like gpus and llm's being private has given us the ability to invest and leapfrog over manyficult if we were public. , so we are not in a rush to go public. annabelle: are you talking within this year? arsalan: i wouldn't doubt it would be this year. honestly, it's one of those things that there isn't a secret master plan on the wall and we are just not sharing it. [laughter] we are much more focused on when the timing is right and how we drive the business. annabelle: you have strong revenue growth as well, you are profitable now. arsalan: as a company, we are continuing to get more efficient. the crazy part is when you look at some of the numbers we have shared with investors and analysts, we are still basically growing at over 50% year-over-year, north of $1.5 million in arr. no other company out there can point to that growth in numbers and continually getting efficient. that is why investors are excited about the state of the company and we are at the start. annabelle: what are the new growth areas? would you be looking to add further headcount, any specific regions you
with things like gpus and llm's being private has given us the ability to invest and leapfrog over manyficult if we were public. , so we are not in a rush to go public. annabelle: are you talking within this year? arsalan: i wouldn't doubt it would be this year. honestly, it's one of those things that there isn't a secret master plan on the wall and we are just not sharing it. [laughter] we are much more focused on when the timing is right and how we drive the business. annabelle: you have...