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May 22, 2024
05/24
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at what is going on in the data center and ai, and will be excited to hear about the transition to blackwell. overall, the market is looking at this and saying, is all of the exuberance, are these all- time highs, is this warranted? nvidia is a name everyone is looking at . >> this is one of those situations where, the market are getting more comfortable with the idea that it will not be such a big deal for nvidia. traders are predicting a less volatile earnings reports than the last 8/4. does that make you feel more comfortable about this idea that maybe nvidia can be the way it has and the stock does not have to react to so positively for things to be held at the status quo? >> we are wondering how much a pullback could happen if they don't blow it out of the park. we are wondering how much is been baked in. when it was at $122 a july 2022, i said nvidia will be the most transformative company on the planet. now it is t 900. takes a pause, what investors say this is not a great opportunity? absolutely not. i don't see any situation in which you can't look at this name is and want to be in
at what is going on in the data center and ai, and will be excited to hear about the transition to blackwell. overall, the market is looking at this and saying, is all of the exuberance, are these all- time highs, is this warranted? nvidia is a name everyone is looking at . >> this is one of those situations where, the market are getting more comfortable with the idea that it will not be such a big deal for nvidia. traders are predicting a less volatile earnings reports than the last 8/4....
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May 29, 2024
05/24
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FBC
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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 america. when we're first starting to talk about this a.i. phenomenon it was largely google, alphabet, rather, facebook. these companies spending on a.i. now you're actually see
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...
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May 18, 2024
05/24
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blackwell is up 60% since the pandemic. black homeownership is built up. i'm fighting back against racial bias in home appraisal. nearly 1 million new business applications in george after investing hundreds of millions of dollars in small business. save 76,000 black homeowners more than $800 a month and promise to relieve student debt, and i did. hundred $60 billion in student loan debt and nearly 4.6 million borrowers, including many black borrowers in georgia. >> president biden returns to atlanta june 27th to debate former president donald trump for the first debate of the 2024 presidential campaign. in the 2020 election, president biden won georgia by fewer than 12,000 votes. a new film debuting sunday tells the story of how democrats turned georgia blue in 2020, overcoming voter suppression to do it. >> grassroots organizers have played an enormous role in getting georgia to a rate of 95% of all age eligible georgians registered to vote. 95%. >> i'm registered. >> are you registered? >> i am. i was three years ago. >> they doing a list maintenance an
blackwell is up 60% since the pandemic. black homeownership is built up. i'm fighting back against racial bias in home appraisal. nearly 1 million new business applications in george after investing hundreds of millions of dollars in small business. save 76,000 black homeowners more than $800 a month and promise to relieve student debt, and i did. hundred $60 billion in student loan debt and nearly 4.6 million borrowers, including many black borrowers in georgia. >> president biden...
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May 8, 2024
05/24
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FOXNEWSW
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>> totally gonowsty just got easier at blackwell the trusted number one treatment for allergic which is now available in a in infess in a day do not use in dogs with serious infections may cause worseninoplasiasserved.g g parasitic skin infestations or preexisting cancers and serious preexisting cancers and serious infections vet >> new neoplasia, as have been observed, do not use in dogs less than 12 months old. ask your vet for applicable chewable to it. hmm. hmm. hmm. hmm. hmm. >> hmm. hmm. hmm. at quinn's, we make inexpensive ,expensive things. we know it sounds like a paradox, but we just flipped the way luxuriously, like, washable mulberry. so unbelievably soft leather jackets. fine mongolian cashmere at a fair price. ap your get free shipping and 365 day returns at cuenca. our bi ■ if clap your hands if you're happy and, you know, ride your bike.if and, you know, ride your bike.if >> y iou'rf you're happy and yow it, then your face will surely show it if you're happy and you know it's now big and bright. only your cage, just like me,ev are happmoy every day.l you ha and it's
>> totally gonowsty just got easier at blackwell the trusted number one treatment for allergic which is now available in a in infess in a day do not use in dogs with serious infections may cause worseninoplasiasserved.g g parasitic skin infestations or preexisting cancers and serious preexisting cancers and serious infections vet >> new neoplasia, as have been observed, do not use in dogs less than 12 months old. ask your vet for applicable chewable to it. hmm. hmm. hmm. hmm. hmm....
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May 23, 2024
05/24
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FBC
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catalysts, well, jpmorgan says that new blackwell chip, the next thing, it's coming this year. and return on investorsments. there's -- investments. there's a limit to how much companies can spend on technology, but nvidia says it's profitable for you or, so you'll reap profits and you're seeing these profits from your investments. i'm not done yet -- >> you keep going, lauren. i own the stock and i i love it. lauren: they increased the dividend by 150%. don't be too excited, that is a dime, but it's 150%. stuart: adam johnson, are you buying at $1,000 a share. >> yeah, and i will continue to buy it. at this point it's cheap, and i'll tell you why. i know it's trading above $1,000 and, by the way, you said worth $2.4 trillion? that's larger than the entire german if stock market. [laughter] and you're telling me you're going to buy it? yes, it's cheap. they are growing earnings at 450%. i know they're not going to keep that up. it probably tape ors to call it 100%, right? which would be reasonable over the course of this year, from 450 to 100, but they're going to earn $30 this
catalysts, well, jpmorgan says that new blackwell chip, the next thing, it's coming this year. and return on investorsments. there's -- investments. there's a limit to how much companies can spend on technology, but nvidia says it's profitable for you or, so you'll reap profits and you're seeing these profits from your investments. i'm not done yet -- >> you keep going, lauren. i own the stock and i i love it. lauren: they increased the dividend by 150%. don't be too excited, that is a...
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May 25, 2024
05/24
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CNNW
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if you see something or someone, i should see, tell me i'm victor blackwell on socials an
if you see something or someone, i should see, tell me i'm victor blackwell on socials an
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May 26, 2024
05/24
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an hour later, we will have the latest on that amara walker, i'm victor blackwell here for you on this busy sunday morning or breaking news right now in denton, texas and area about 40 miles northwest of dallas, or emergency crews are working to rescue multiple victims who are trapped under this collapsed building following a possible tornado that touched down last night, causing widespread injuries and destruction. >> but take a look at this video. it's lifted at shell gas station valley view, texas. you can see several cars crushed under. i guess what used to be a part of the building there people gathering on the road, sayyed, watching police move into to cure that area. there were several reports of tornadoes across several counties in oklahoma. this is video of a camp ground this is near claire moore was destroyed after it was hit by a likely tornado last night the storms have prompted the state to activate emergency operation centers cnn's allison chinchar is with us now. they keep coming the storms. of course, we've mentioned how many states are affected. what are we looking at
an hour later, we will have the latest on that amara walker, i'm victor blackwell here for you on this busy sunday morning or breaking news right now in denton, texas and area about 40 miles northwest of dallas, or emergency crews are working to rescue multiple victims who are trapped under this collapsed building following a possible tornado that touched down last night, causing widespread injuries and destruction. >> but take a look at this video. it's lifted at shell gas station valley...
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May 4, 2024
05/24
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. >> everyone welcome to cnn this morning it is saturday blackwell. >> it is good to be with you. thank you for joining us. here's what we're watching for you this morning. commencement ceremonies. they are now the latest targets of protesters that have gripped the college campuses across this country. how schools, planet deal with those, and the agreements they're making to put a stop to the demonstrations longtime donald trump aid hope hicks took the stand friday and trump's hush money criminal trial, what she told the court about what was happening inside the campaign after the release of the access hollywood tape after nine consecutive days of tornadoes, were tracking threat for more severe weather today, the biggest threats today, and the city is at risk through early next week, plus the faa is expanding the list of acceptable antidepressants for pilots and air traffic controllers. >> while many in the industry say it is a major step in the right direction universities across the us and our rate using security concerns that their campuses as they prepare for graduation ceremo
. >> everyone welcome to cnn this morning it is saturday blackwell. >> it is good to be with you. thank you for joining us. here's what we're watching for you this morning. commencement ceremonies. they are now the latest targets of protesters that have gripped the college campuses across this country. how schools, planet deal with those, and the agreements they're making to put a stop to the demonstrations longtime donald trump aid hope hicks took the stand friday and trump's hush...
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May 9, 2024
05/24
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what would happen with blackwell? what would happen with the current iteration of what nvidia's doing >> i think -- let me take you back ten years when you and i first met. you almost asked me the same question then. at that time we were powering the cloud. and as we talked, you know, it was satya's azure and all the cloud networking that we powered. and that gives us a second chance to do this with ai. what nvidia's doing is now bringing these massive training workloads and a billion parameters across gpus they 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 a
what would happen with blackwell? what would happen with the current iteration of what nvidia's doing >> i think -- let me take you back ten years when you and i first met. you almost asked me the same question then. at that time we were powering the cloud. and as we talked, you know, it was satya's azure and all the cloud networking that we powered. and that gives us a second chance to do this with ai. what nvidia's doing is now bringing these massive training workloads and a billion...
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May 7, 2024
05/24
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is supply has improved the cfo, the ceo previously at events, them said the supply is improving for blackwell, for harper products. the second thing is the demand increases that are coming from hyper scalers that are promising to spend billions of dollars on their a.i. infrastructure which means they're going to have to buy gpus but you look at the share price today, what, down -- and these are just the latest price targets. everybody is lifting their estimates. goldman sachs $1,100 the issue today is this concern around apple's project ac/dc, their own custom silicon chip which is a server, so it's a cpu, central processing unit it doesn't directly compete with nvidia yes, they do both work on inferencing, the second participate of training, but long term this could be a problem. short term maybe this reaction is a little bit overdone right now because nvidia has a strong hold over the market, and apple said they've been working on it for years, and this could take longer, too. >> that's good perspective we appreciate that thank you, kristina partsinevelos. jensen huang will be on "overtime"
is supply has improved the cfo, the ceo previously at events, them said the supply is improving for blackwell, for harper products. the second thing is the demand increases that are coming from hyper scalers that are promising to spend billions of dollars on their a.i. infrastructure which means they're going to have to buy gpus but you look at the share price today, what, down -- and these are just the latest price targets. everybody is lifting their estimates. goldman sachs $1,100 the issue...
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May 17, 2024
05/24
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each and morehouse college, which is the alma mater of martin luther king junior, cnn anchor victor blackwell, sit down with the president of morehouse. victor, tell us what the president david thomas told you about this. yeah. he said that he will hold that invitation. that's what he's held to this entire time. now, there are some students, some faculty members, some alumni who are opposed to the invitation to the president because of his administration support for israel and the war against hamas, the reluctance to call before permanent ceasefire, but president david thomas of morehouse college says that there must be some place where these tensions can live he says that there had been obviously the commencements that have been canceled. there had been commencement speakers who have been canceled, valedictorian. we know that has been canceled, but there has to be a place where people can disagree with the president, but also not cancel him because his body of work is much larger than the single decision. it's important also to say that the invitation went to the white house from morehouse c
each and morehouse college, which is the alma mater of martin luther king junior, cnn anchor victor blackwell, sit down with the president of morehouse. victor, tell us what the president david thomas told you about this. yeah. he said that he will hold that invitation. that's what he's held to this entire time. now, there are some students, some faculty members, some alumni who are opposed to the invitation to the president because of his administration support for israel and the war against...
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May 11, 2024
05/24
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i'm victor blackwell here with amara walker and meteorologist allison so let's start by talking about what everybody is talking about the incredible
i'm victor blackwell here with amara walker and meteorologist allison so let's start by talking about what everybody is talking about the incredible
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so one of the most advanced training chips on the planet, nvidia's grace blackwell, they have moved 100% to arm in terms of data center, but more importantly, you really cannot build a data center that's power efficient without with arm. nvidia gets incredible benefit wees in terms of innovation and in terms memory bandwidth which is key to foundation models. so net-net, i'm probably more optimistic about arm the data center even at the ipo, and we were pretty optimistic then. liz: okay. that gave me some insight, i think, because if you say you can't operate a data center without the product that you make, i would then deduce that you would be having an if amazing outlook, and yet you're not. i think it's certainly better than fiscal 2024. but what are the analysts thinking that you were going to do? you saw i a 60% jump in hypes aring -- in licensing and royalties. get to that, because that's sort of that recurring revenue that is really helpful. >> yeah. so our business has two components to it. it's got a licensing business ask and a royalty business. the way to think about the licen
so one of the most advanced training chips on the planet, nvidia's grace blackwell, they have moved 100% to arm in terms of data center, but more importantly, you really cannot build a data center that's power efficient without with arm. nvidia gets incredible benefit wees in terms of innovation and in terms memory bandwidth which is key to foundation models. so net-net, i'm probably more optimistic about arm the data center even at the ipo, and we were pretty optimistic then. liz: okay. that...
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May 9, 2024
05/24
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BBCNEWS
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also the optimised hardware, for example what nvidia brought out with blackwell saying that it reduces cost for companies. so can you describe these methodologies, how reliant on these and when we talk about cooling methodologies, explain that. we know the data centres and these centres need cooling but walk us through it. hope these centres need cooling but walk us through it— these centres need cooling but walk us through it. how long have we got. i'm not us through it. how long have we got. i'm not too — us through it. how long have we got. i'm not too sure. _ us through it. how long have we got. i'm not too sure. not— us through it. how long have we got. i'm not too sure. not long. _ us through it. how long have we got. i'm not too sure. not long. at i us through it. how long have we got. i'm not too sure. not long. at a i i'm not too sure. not long. at a hirh i'm not too sure. not long. at a high level. — i'm not too sure. not long. at a high level, only _ i'm not too sure. not long. at a high level, only a _ i'm not too sure. not long. at a high level, only a few— i'm n
also the optimised hardware, for example what nvidia brought out with blackwell saying that it reduces cost for companies. so can you describe these methodologies, how reliant on these and when we talk about cooling methodologies, explain that. we know the data centres and these centres need cooling but walk us through it. hope these centres need cooling but walk us through it— these centres need cooling but walk us through it. how long have we got. i'm not us through it. how long have we...
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May 25, 2024
05/24
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i'm victor blackwell. >> the month nearly. i'm amara walker. good to be with you. here's what we're working on for you this morning. >> the holiday get away has begun for tens of millions of americans this morning, but strong storms and brutal heat it spoil the unofficial kicked off two stellar we will have tim coverage and for the first time in the mar-a-lago classified documents, case special counsel, jack smith is asking a federal judge to place a gag order on former president donald trump. what could be off limits? trump to talk about plus mu sexual assault allegations are leveled against music mogul sean diddy combs, wide legal experts think a similar lawsuit just filed could possibly lead to more criminal charges for combs and get ready because the start of atlantic hurricane season is one week away. >> why forecasters think it? to be one for the record books, that's coming up to well, memorial day weekend is now here. and if you have not started traveling, get prepare yourself because aaa is expecting their highest travel numbers in 20 years and that's a lot
i'm victor blackwell. >> the month nearly. i'm amara walker. good to be with you. here's what we're working on for you this morning. >> the holiday get away has begun for tens of millions of americans this morning, but strong storms and brutal heat it spoil the unofficial kicked off two stellar we will have tim coverage and for the first time in the mar-a-lago classified documents, case special counsel, jack smith is asking a federal judge to place a gag order on former president...
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May 26, 2024
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and we're tracking it all i'm amara walker here with victor blackwell on a very busy sunday morning of breaking news of potential tornado hit cook county, texas last night live leading to at least five confirmed deaths, including children the storm severely damaged what is left of a shell gas station in these pictures, initially trapping 60 to 80 people were told they were later rescued with multiple non-life-threatening injuries all five confirmed deaths happened in the same neighborhood with three in the same household. at this hour, two children from the area are missing. there are several reports of tornadoes across several counties and oklahoma this is video of the camp ground near clear more that was destroyed after it was hit by a likely tornado last night, authorities say at least four people were killed pool hello, from the wreckage, i should say, they're pulled out of that wreckage. a storms have prompted the state to activate the emergency operation centers. cnn's allison chinchar joins us now. that is what has happened, but there's still the threat that poses. suppose right
and we're tracking it all i'm amara walker here with victor blackwell on a very busy sunday morning of breaking news of potential tornado hit cook county, texas last night live leading to at least five confirmed deaths, including children the storm severely damaged what is left of a shell gas station in these pictures, initially trapping 60 to 80 people were told they were later rescued with multiple non-life-threatening injuries all five confirmed deaths happened in the same neighborhood with...
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May 12, 2024
05/24
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i'm amara walker and i'm danny freeman infer victor blackwell. happy mother's day to you. >> danny has good to be with you. >> here, isn't working on for you today? new calls from the united nations overnight for an immediate ceasefire in the israel-hamas war thousands of people in southern gaza are forced to flee their homes as the threat of potential major israeli assault on rafah looms large. we have lived team covered straight ahead, and president trump traded the courtroom for the campaign trail. his comments about the criminal hush money trial playing out in new york city plus our legal analyst breaks down what to expect when trump's former fixer, michael cohen takes the stand tomorrow and pro-palestinian protests on us college campuses collide with commencement ceremony. we have what's some college students who had their high school graduations disrupted by the covid pandemic in 2020. and now this new unrest have to say that at all all right, we begin in gaza this morning. >> where israel is carrying out airstrikes and this morning, palest
i'm amara walker and i'm danny freeman infer victor blackwell. happy mother's day to you. >> danny has good to be with you. >> here, isn't working on for you today? new calls from the united nations overnight for an immediate ceasefire in the israel-hamas war thousands of people in southern gaza are forced to flee their homes as the threat of potential major israeli assault on rafah looms large. we have lived team covered straight ahead, and president trump traded the courtroom for...
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May 17, 2024
05/24
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listen, heidi, to what david thomas, who is the morehouse college president told to our colleague victor blackwell we will allow silent non-disruptive protests, i believe right now that more houses and institution that can hold these tensions that threatened to divide us as a nation, as a society, as a world and if morehouse can hold those tensions there's probably no place in this country that can hold those tensions so interesting, heidi yeah, i think the question here is going to be whether biden can continue to give the speeches like the one that we just saw, which is really a conventional speech talking about all of his accomplishments, the things that he's delivered in his presidency on diversity and whatnot without going very negative on trump, because this is a discussion right now within the biden sphere of folks who want him to go more on the offensive and remind these young people of what's at stake, of what happened during the first trump presidency with the court with affirmative action, with roe v. wade. and there's others, dana, who want to go even further. i think the debates are g
listen, heidi, to what david thomas, who is the morehouse college president told to our colleague victor blackwell we will allow silent non-disruptive protests, i believe right now that more houses and institution that can hold these tensions that threatened to divide us as a nation, as a society, as a world and if morehouse can hold those tensions there's probably no place in this country that can hold those tensions so interesting, heidi yeah, i think the question here is going to be whether...
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May 11, 2024
05/24
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cnn spoke with war and christian, the great, great grandson of stonewall jackson, my colleague victor blackwell, ask them his stake of the divisive issue, and this was part of his answer but honestly, i don't think it should matter so much. >> what i have to say about it the school board shouldn't particularly care what i have to say. i can't imagine they do but i, think who they should listen to is their own students. >> and he also said he's sad and disappointed by the reversal at the same time, he also praised a student who spoke at the board meeting for having the courage of taking a position that such an early age. the eighth graders said the board needs to make decisions that are in the best interest of all students even whether your attention, feelings of your black i got students just because it is your job to make our schools if a place where all students are your names, mountain view and honey monday not devalued entire race of people, but names jackson jessica, others speaking up, the meeting set for them. >> this is also about preserving a part of american history that is important
cnn spoke with war and christian, the great, great grandson of stonewall jackson, my colleague victor blackwell, ask them his stake of the divisive issue, and this was part of his answer but honestly, i don't think it should matter so much. >> what i have to say about it the school board shouldn't particularly care what i have to say. i can't imagine they do but i, think who they should listen to is their own students. >> and he also said he's sad and disappointed by the reversal at...
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May 19, 2024
05/24
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are victor blackwell spoke with david thomas, the president of morehouse college, about what he will and will not permit when it comes to protesting president biden as policies let's is what we won't allow is disruptive behavior that prevents the ceremony or services from proceeding in a manner that those in attendance can partake and enjoy. >> so for example prolonged shouting down of the president as he is speaking. i have also made a decision that we will also not ask police to take individuals out of commencement in zip ties. if faced with the choice, i will cease the ceremonies on the spot. if we were to reach that position, we will allow silent and disruptive protests i had students ask me about it. what if we turned our backs on the president or turned our chairs and i said to them, i'll be embarrassed, but that's not your problem you want to walk across the stage in a piece of garment that i the an and fis. >> your moral connection to either side of this conflict. >> you can do that. signs. we will look at that sign. and if that sign is seen as being hate speech, you cannot b
are victor blackwell spoke with david thomas, the president of morehouse college, about what he will and will not permit when it comes to protesting president biden as policies let's is what we won't allow is disruptive behavior that prevents the ceremony or services from proceeding in a manner that those in attendance can partake and enjoy. >> so for example prolonged shouting down of the president as he is speaking. i have also made a decision that we will also not ask police to take...
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May 5, 2024
05/24
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. >> i'm victor blackwell. it is always a pleasure to be with you. thank you for being with us. here's what we're watching for you. >> two feet of rain in parts of texas have flooded home stranded people on rooves and 30 entire neighborhoods into rivers and there is more rain on the way. >> the warnings from officials as more wet weather moves in, police and protesters clashed during a pro-palestinian demonstration at the university of virginia, the school is now responding to that altercation. what we're hearing from minister later, there are reports of progress, but no breakthrough as ceasefire talks continue between israel and hamas, where negotiation stay in as israel's government faces increasing pressure to bring those hostages home. and the cicadas are here and there's a good chance you will hear them before you see them, we'll explain later on cnn this morning, well, millions across texas or bracing for another round of punishing, whether parts of southeast texas have seen almost two feet of rain over just the past five days rivers in harris county, which includes housto
. >> i'm victor blackwell. it is always a pleasure to be with you. thank you for being with us. here's what we're watching for you. >> two feet of rain in parts of texas have flooded home stranded people on rooves and 30 entire neighborhoods into rivers and there is more rain on the way. >> the warnings from officials as more wet weather moves in, police and protesters clashed during a pro-palestinian demonstration at the university of virginia, the school is now responding to...
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May 18, 2024
05/24
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. >> i'm at victor blackwell on socials. and thank you so much for joining me today. i will see you back here next saturday at 8:00 a.m. eastern smerconish is up next the art of the deal by joe biden at michael smerconish and philadelphia. >> did president biden just snuck or president trump with regard to the debates? by now, you know, the candidates reached an agreement this week, they will debate outside the framework of the commission on presidential debates. they'll square off twice first in june, then in september, potentially with a vice presidential debate in-between, it seemed quick and organic, but i have my doubts two weeks ago, co-founder and co-chair of the commission on presidential debates frank fahrenkopf was my guest here. i asked him if he'd heard from either campaign other than the criticism that we just heard from the trump campaign with regard to trying to move the bates earlier in which we think we've answered as best we can, we can answer it. >> we've had no contact with either campaign, which is not unusual cycle, where you normally don't have
. >> i'm at victor blackwell on socials. and thank you so much for joining me today. i will see you back here next saturday at 8:00 a.m. eastern smerconish is up next the art of the deal by joe biden at michael smerconish and philadelphia. >> did president biden just snuck or president trump with regard to the debates? by now, you know, the candidates reached an agreement this week, they will debate outside the framework of the commission on presidential debates. they'll square off...
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May 18, 2024
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but we also heard in an interview done with our victor blackwell earlier today that air the president of morehouse said he will not tolerate that. that it will be an environment where everyone can hear, engage, and listen and appreciate the visit from the president of the united states. we'll have more on the president's visit later on. all right. now, more than 50 million people are facing severe weather today, including some areas that have already been pummeled by destructive storms. houston officials are assessing the damage from deadly storms that brought 100 mile per hour we're wins to make matters worse, crippling humidity is coming after this weekend, storms, while many are without power or even air conditioning meteorologist alissa rafah, it tracking all of this for us. so what areas are we talking about? we're really watching that houston area closely still, even though the storms have exited and then there are a couple of more areas that are under the gun for some storms along the gulf coast is still more than a half of almost half 1 million people without power across part
but we also heard in an interview done with our victor blackwell earlier today that air the president of morehouse said he will not tolerate that. that it will be an environment where everyone can hear, engage, and listen and appreciate the visit from the president of the united states. we'll have more on the president's visit later on. all right. now, more than 50 million people are facing severe weather today, including some areas that have already been pummeled by destructive storms. houston...
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May 25, 2024
05/24
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well, just ahead here on the news of charles blackwell style. it's at the front of the grateful sunday's mother kind of going freight and is home, right? so those details coming up with and the space of the an aide work i travels to vote on syria saying he's back to help. are you looking back? are you a fighter? no, no file, but not in the eyes of his government. when my citizenship was revoked, i was surprised. and you 3 part series detailing the struggle is a pretty shade waka and the dangerous consequences of citizenship revocation on innocent until proven guilty statements in syria. coming soon on al jazeera, i want people to look closer at the august side of this. i point my camera where all those prefer not to look. i'm right about what it means to be american, about the ordinary people who get caught up us worse filmmaker around tags and also via the time when on the power of political ok. what are the stories we tell sales about also? and how do we base our past to change our future studio be unscripted upon one on i will just sierra sec
well, just ahead here on the news of charles blackwell style. it's at the front of the grateful sunday's mother kind of going freight and is home, right? so those details coming up with and the space of the an aide work i travels to vote on syria saying he's back to help. are you looking back? are you a fighter? no, no file, but not in the eyes of his government. when my citizenship was revoked, i was surprised. and you 3 part series detailing the struggle is a pretty shade waka and the...
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May 25, 2024
05/24
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if you see something or someone, i should see, tell me i'm victor blackwell on socials and thank you for joining me today. i'll see you back here next saturday at eight easter smerconish starts right now a republican and an independent walk into a libertarian establishment. >> you're going to have to wait for the punchline. i, michael smerconish in philadelphia. thank you for joining me. this memorial day weekend in an unusual move tonight, former president donald that'll trump will address the libertarian national convention in washington, dc and independent rfk junior spoke there on friday after having flirted with running as a libertarian earlier in the cycle this morning, the drudge report leading with his appearance saying rfk jr. slams trump locked down standing o from libertarians. he spent a lot of his hour-long speech criticizing both president's trump and biden president trump said that he was going to run america like a business. he closed down 3.3 million businesses with no due process, no just compensation in violation of the fifth amendment with a lockdowns, the mask ma
if you see something or someone, i should see, tell me i'm victor blackwell on socials and thank you for joining me today. i'll see you back here next saturday at eight easter smerconish starts right now a republican and an independent walk into a libertarian establishment. >> you're going to have to wait for the punchline. i, michael smerconish in philadelphia. thank you for joining me. this memorial day weekend in an unusual move tonight, former president donald that'll trump will...
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May 23, 2024
05/24
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it has the product transition to the new processor and blackwell is ahead of plan they have a one-year cadence with the new chips there are customers, meta, amazon and microsoft customers of the world, will create productivity they are operating as if it is helping them or scale. >> from their customers. i think this is a continually looking down the line. you are looking at a.i. applications where it really is automatically profitable to put these things in. if you look at the case situation of customer call centers. for that to be automated, you could make that with the investment i was talking to an a.i. guy the other day. you can make that instantaneously profitable looking at the productivity and looking at the bottom line paying off that's when jensen huang speaks and saying we will not meet the demand until halfway into next year and the halo effect into nvidia the dell news because of the line they have and the entire ecosystem rides with this. amaz. this is different from the tech bubble in 1999 real money put to play and real profits put to play. things are being built on a r
it has the product transition to the new processor and blackwell is ahead of plan they have a one-year cadence with the new chips there are customers, meta, amazon and microsoft customers of the world, will create productivity they are operating as if it is helping them or scale. >> from their customers. i think this is a continually looking down the line. you are looking at a.i. applications where it really is automatically profitable to put these things in. if you look at the case...
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May 31, 2024
05/24
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first of all, with victor blackwell, smerconish, the chris wallace show, the i'm on cooler, our the weeks biggest stories, the weekends hottest topics tomorrow morning, starting at age on cnn. >> the all new temper p-adic adapt mattress was designed to help me aches and pains. a thing of the past because only temper material eases your pressure point in a way, no other mattress can for a limited time, save up to $500 on select temper p-adic adjustable mattress sets still not confident about which used car to buy. know why not asked the most confident person you know, my old high school coach this one's got talent toughness, the wheeled away in let me coach you on this. just say show me the car facts value. >> you'll get the most accurate price vehicles accident history look for me and stop overpaying shop at the all new car facts.com today. >> and america's beverage companies are models might still look the same but they can be remade in a whole new way thanks to you. >> we're getting bottles back and we've developed a way to make new ones from 100% recycled plastic new bottles made using
first of all, with victor blackwell, smerconish, the chris wallace show, the i'm on cooler, our the weeks biggest stories, the weekends hottest topics tomorrow morning, starting at age on cnn. >> the all new temper p-adic adapt mattress was designed to help me aches and pains. a thing of the past because only temper material eases your pressure point in a way, no other mattress can for a limited time, save up to $500 on select temper p-adic adjustable mattress sets still not confident...
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May 23, 2024
05/24
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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 something that is an existential threat to intel and amd? angelo: i think as far as where nvidia holds their competitive mode -- i think most people are aware it is on the software side of things. they controlled
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...
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May 20, 2024
05/24
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it means basically, this -- when blackwell comes out, anything you can do, a robot can do better. i showed to you. and i do think, if you base it on this quarter, then i think you're going to be faced with -- last year, this time, we got the fabled may, greatest myths ever, he told my wife lisa. greatest myths ever. it's on the upside. you do have a transition but unlike the transition from, say, the 386 to 486 to pentium with intel, they're not obviating their curt iteration, it's just that they're adding it more and can't add it fast enough. i want everyone to understand that there an overwhelming sense that the chips that google is making, and chips that microsoft is making and chips from amazon are somehow made to compete -- no, they're meant to complement. that's not the achilles' heel of ined any virginia. it would be if amd would develop a chip that can also be trained but they don't have it. i really respect what they're doing. but there's no doubt about it, it's a step function from what jensen long is doing. don't judge him by this quarter. >> meantime, we do have a micr
it means basically, this -- when blackwell comes out, anything you can do, a robot can do better. i showed to you. and i do think, if you base it on this quarter, then i think you're going to be faced with -- last year, this time, we got the fabled may, greatest myths ever, he told my wife lisa. greatest myths ever. it's on the upside. you do have a transition but unlike the transition from, say, the 386 to 486 to pentium with intel, they're not obviating their curt iteration, it's just that...
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May 17, 2024
05/24
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it's very difficult to live up to expectations, but i think nvidia has the blackwell transition that's going very well. you don't really have your current one is bad, you can keep your current iteration. hat's off to lisa su, but remember, there's two components to the gpu. you have the training 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
it's very difficult to live up to expectations, but i think nvidia has the blackwell transition that's going very well. you don't really have your current one is bad, you can keep your current iteration. hat's off to lisa su, but remember, there's two components to the gpu. you have the training 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...
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May 24, 2024
05/24
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you can't wait for the blackwell. this is the upgraded nvidia. but you want to train using video. a lot of different things. but the main thing that jensen feels is that we are really going to go full self-drive. that was good for elon i mean, there's a lot of first-name people in business right now. elon jensen but i will say that jensen's real big issue was full self-driving on that conference call people don't seem to realize that was his emphasis. previously, that had been the digital twin it had been robots it was all full -- and this is all musk >> we covered it a lot yesterday, and a lot of our questions to sell-side yesterday was about your point that, what a surprise the auto blessing was, and they all agreed >> really, i did not see that coming, and my talks with the company behind the scenes after, i said, are you kidding me we're talking about digital twin and the omniverse? where are the robots that can shake, not stir, the cocktail? they said, no, stay focused on the prize. the prize is full self-drive i know that jensen's always been interested in that, but let's th
you can't wait for the blackwell. this is the upgraded nvidia. but you want to train using video. a lot of different things. but the main thing that jensen feels is that we are really going to go full self-drive. that was good for elon i mean, there's a lot of first-name people in business right now. elon jensen but i will say that jensen's real big issue was full self-driving on that conference call people don't seem to realize that was his emphasis. previously, that had been the digital twin...
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May 6, 2024
05/24
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that when you do robotics, there's only one company that can do it, nvidia, because as i've seen that blackwell, the robot can basically be us. i know that david may not want that. i mean, i don't know, i can have a david sitting here and like what i say and smile. >> that's why he's scared. >> already. the robot i've been waiting for all my life. the robots that jensen huang from nvidia has, are very -- are robots that i know musk likes. >> yes. >> musk likes. >> yes. >> that's important because tesla has a good relationship after a rocky one. >> really quick, tonight? >> i have judy mcreynolds from arcbest. nothing like analyzing the trucking companies to analyze what's going on in america. >> we'll see you tonight. "mad money" 6:00 p.m. eastern time. when we come back, more from david at milken including interviews with david solomon and exxon's darren woods. back in a moment. . >>> good monday morning. welcome to another hour of "squawk on the street." i'm carl quintanilla live from post nine and sara and david in l.a. at milken and we'll talk about what they have coming not just today but
that when you do robotics, there's only one company that can do it, nvidia, because as i've seen that blackwell, the robot can basically be us. i know that david may not want that. i mean, i don't know, i can have a david sitting here and like what i say and smile. >> that's why he's scared. >> already. the robot i've been waiting for all my life. the robots that jensen huang from nvidia has, are very -- are robots that i know musk likes. >> yes. >> musk likes. >>...
SFGTV: San Francisco Government Television
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May 31, 2024
05/24
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SFGTV
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blackwell and this is quarterly, right? a quarterly report, so you are here every four months with a ton of audits and all kinds of reports and i thank you for that because it is so important. i don't have specific questions, accept just i like to-everybody is on top of things according to what i see. commissioner ajami. >> thank you for this report. couple items. one, on the inventory audit that you did, was this only related to like, big items or talking about also data, maps, all that as well? >> the focus is physical inventory items. all different sizes and different amounts, but the focus on physical inventory. >> okay. do we also have as part of this virtual inventory or data inventory or--i guess also the maps and other items we have, which are physical, but different sites. >> we have a myriad of it audits going on and you know, our it director is talk to about how we manage some of the it data bases and those type of things, but or scope is to focus on physical inventory items that we use to keep our systems afloat
blackwell and this is quarterly, right? a quarterly report, so you are here every four months with a ton of audits and all kinds of reports and i thank you for that because it is so important. i don't have specific questions, accept just i like to-everybody is on top of things according to what i see. commissioner ajami. >> thank you for this report. couple items. one, on the inventory audit that you did, was this only related to like, big items or talking about also data, maps, all that...
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May 28, 2024
05/24
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secret their chips are part and partial for every system out there, and with new products coming up with blackwell, and if you have ambitions to build the best ones, you are using nvidia chips, guys. >> thanks, dom see you later. >>> coming up in the evolving world of ai, heroic ventures, michael fertik will be our guests, and much more. we're coming back right after this dad, don't forget about my new cleats. sweetie, i can't make it to dick's this week. have you heard of dicks.com? have i heard of dicks.com? girl: let's go! let's go! have i heard of dicks.com? (screaming) whoa. don't overthink it. let's go shopping. actually what i need are some cleats. how about one of these? great. done. anything else? no. golf clubs? not for me, for a friend... yeah, yeah, of course... anyone impressed with how fast that was? yeah, totally! i know, i went to dicks... my cleats! thank you! i love you! wha... i-i went to dicks.com. ever heard of it? girl 2: yeah, i told you about that. ( ♪♪ ) a slow network is no network for business. girl 2: yeah, i that's why more abou choose comcast business. and now, we
secret their chips are part and partial for every system out there, and with new products coming up with blackwell, and if you have ambitions to build the best ones, you are using nvidia chips, guys. >> thanks, dom see you later. >>> coming up in the evolving world of ai, heroic ventures, michael fertik will be our guests, and much more. we're coming back right after this dad, don't forget about my new cleats. sweetie, i can't make it to dick's this week. have you heard of...
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May 24, 2024
05/24
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driven by the innovation and the execution on the product cycles, and so, for example, we'll see that blackwell platform really begin to ramp later this year and drive strong growth in 2025. but what i think the big story here is really this broadening beyond just a cloud company into a lot of different industries. automotive, healthcare, manufacturing, think about drug discovery, digital twins for manufacturing and they along with their partners are helping to revolutionize and transform parts of the economy, and so, we continue to like the growth story here, and the key at the -- key part of it is they're really empowering developers to keep building on top of the platform >> so, the nvidia halo that we have talked about so much, how lasting is that? how long do you kind of see this holding out and where do you look when you're looking to kind of trade down the line >> we're looking very carefully at each one of their products and their products cycles. so, we like this name as you know for a long time and we're long-term shareholders what has happened with nvidia is that they have transforme
driven by the innovation and the execution on the product cycles, and so, for example, we'll see that blackwell platform really begin to ramp later this year and drive strong growth in 2025. but what i think the big story here is really this broadening beyond just a cloud company into a lot of different industries. automotive, healthcare, manufacturing, think about drug discovery, digital twins for manufacturing and they along with their partners are helping to revolutionize and transform parts...
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May 20, 2024
05/24
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the blackwell chip. we will see. right now, they have a nice lead, but, of course everybody is coming at them hard. >> you talked about the capital spending. that is all companies developing their own a.i. infrastructure or some of that gets spent with nvidia? >> this is capital expenditure building. move that is based on a.i. and large language model going to inference. joe, this would be levering nvidia's chips. they're all working on their own chips to compete, but as long as the tech majors continue to announce higher and higher capital expenditures, the biggest beneficiary is nvidia. >> they are spending it on their own chips, but a lot is building out data centers to have computing power? >> becky, most of it is going to build out the data centers. i think about somebody like amazon and amazon web services with more and more data centers to support customers' large language model building. when they do that, they buy more nvidia chips. >> if you bought this at $100 or $200 or $300, would you hang on? would you
the blackwell chip. we will see. right now, they have a nice lead, but, of course everybody is coming at them hard. >> you talked about the capital spending. that is all companies developing their own a.i. infrastructure or some of that gets spent with nvidia? >> this is capital expenditure building. move that is based on a.i. and large language model going to inference. joe, this would be levering nvidia's chips. they're all working on their own chips to compete, but as long as the...