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Aug 29, 2024
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and we got gold medal from the godfather of ai, jensen nvidia.ou'll see some sort of breathing after market. that's what we're seeing in terms of the stock taking a little breather. but we don't think this is going to be long lived. i think this is a stock that actually moves higher off these numbers. but this is the most watched earnings report potentially in a decade. a lot of focus in terms of investors on nvidia. so you're going to see some, you know, wild reactions after. but overall we view it as an a+ quarter. the outlook threatens to tamp down an ai frenzy that has transformed nvidia into the world's second most valuable company. as anticipated, nvidia gave an update on the production delays and design flaws on its blackworld chip, which caused market volatility several weeks ago. nvidia acknowledged that there were issues with production, saying that it was making changes to the number of functioning chips that come out of factories. at the same time, the company expects to bring in several billion dollars of revenue in the fourth quarte
and we got gold medal from the godfather of ai, jensen nvidia.ou'll see some sort of breathing after market. that's what we're seeing in terms of the stock taking a little breather. but we don't think this is going to be long lived. i think this is a stock that actually moves higher off these numbers. but this is the most watched earnings report potentially in a decade. a lot of focus in terms of investors on nvidia. so you're going to see some, you know, wild reactions after. but overall we...
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Aug 27, 2024
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>> it doesn't change either the nvidia or jensen huang because we're looking at the fact that he is a so well the way we measure it. if you look at one aspect, he has over the last three decades invested almost 20% of revenue into research and development. so that's going to pay dividends much more into the future. >> any concerns about an investment strategy based on a personality, even if that personality is the ceo. i think tesla investors have seen volatility. people believe in elon musk but even when things don't happen on time they continue to believe in his vision. is there any down side risk based on the confidence in the person in the c-suite? >> market sentiment can go against the measure and also we're using proxies to measure ceos' albilities and that may b an inexact science. >> you don't see an immediate down side risk. this company has a big mote with a.i. chips and people believe jensen huang is a visionary, leading this company for 30 years. are you concerned about being a long-term shareholder if and when he decides to step aside? are you worried about succession pla
>> it doesn't change either the nvidia or jensen huang because we're looking at the fact that he is a so well the way we measure it. if you look at one aspect, he has over the last three decades invested almost 20% of revenue into research and development. so that's going to pay dividends much more into the future. >> any concerns about an investment strategy based on a personality, even if that personality is the ceo. i think tesla investors have seen volatility. people believe in...
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Aug 23, 2024
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. >> you're saying jensen nvidia, not jenson wong anymore. you're making decisions.ng to your research for every dollar spent on nvidia chips it flows through from the rest of the tech sector from $8 to $10. what does that mean for some of the other stocks? >> that's the most important thing. remember, it's not just bin vidya. it's about the multiplier. it's about the revolution, the drill done dollars of cap "x." for every dollar spent on an nvidia chip, there's an eight to ten multiplier across the rest of the tech. that's why it's so important for what nvidia says for this bull market to continue. >> you're saying it's a broad tailwind, a rising tide that lifts all boats, even in software because soft weigh seems to be under pressure, or at least it was and it seems like the money going to software is going to dhips. >> you'll hear from benioff and salazar, what are they focused on? a.i. look at mcdermott, it just started now. the software wave is a second derivative. nasdaq 20,000 next year and it continues because now the rest of this party -- it is only 9:00 p.
. >> you're saying jensen nvidia, not jenson wong anymore. you're making decisions.ng to your research for every dollar spent on nvidia chips it flows through from the rest of the tech sector from $8 to $10. what does that mean for some of the other stocks? >> that's the most important thing. remember, it's not just bin vidya. it's about the multiplier. it's about the revolution, the drill done dollars of cap "x." for every dollar spent on an nvidia chip, there's an eight...
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Aug 29, 2024
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jensen, nvidia. it continues to be, i think more of our core players and tack now it's been to say what nvidia reports earnings. it is like the super bowl for the financial markets investors so enamored, they have grown so accustomed nvidia smashing forecasts that when nvidia only beats them they're not impressed. so rosemary, it's not easy when you're priced for perfection back to you true? >> kristie lu stout joining us live from hong kong. many thanks for that report. appreciate it. >> yelp is taking google to court accusing the search engine giant of breaking antitrust laws the lawsuit claims google is using singh its monopoly to dominate local search markets and stifle competition yoav's website allows users to find and review local businesses. earlier this month, google was found guilty of violating antitrust laws in a separate federal case. but google is appealing that decision and it calls europe's flames meritless cybersecurity firm crowdstrike estimates the global computer outage earlier th
jensen, nvidia. it continues to be, i think more of our core players and tack now it's been to say what nvidia reports earnings. it is like the super bowl for the financial markets investors so enamored, they have grown so accustomed nvidia smashing forecasts that when nvidia only beats them they're not impressed. so rosemary, it's not easy when you're priced for perfection back to you true? >> kristie lu stout joining us live from hong kong. many thanks for that report. appreciate it....
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Aug 27, 2024
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ed: we have a special edition featuring an exclusive interview with jensen huang, nvidia ceo.gy this is "bloomberg technology." ♪ -- -- this is "bloomberg technology." ♪ >> live from bloomberg's world headquarters in new york, i'm sonali basak. tim: welcome to bloomberg crypto. >> coming up, bitcoin is holding above the $60,000 level after the fed signals the beginning of rate cuts. ether is lacking despite the new etf's. tim: a token from a blockchain project
ed: we have a special edition featuring an exclusive interview with jensen huang, nvidia ceo.gy this is "bloomberg technology." ♪ -- -- this is "bloomberg technology." ♪ >> live from bloomberg's world headquarters in new york, i'm sonali basak. tim: welcome to bloomberg crypto. >> coming up, bitcoin is holding above the $60,000 level after the fed signals the beginning of rate cuts. ether is lacking despite the new etf's. tim: a token from a blockchain project
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Aug 29, 2024
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he says the boss of nvidia, jensen huang, thinks there's untapped demand in al.father of ai, he spoke about it and he has the best perch in the world in terms of we see the ai revolution. we continue to believe it is a stock that should be up there. it's 9am in the party that goes to 4am. you are seeing real roi and even when you go to the second derivative, we are now starting to see the second derivative and i think the important thing, this is a industrial revolution. $1 trillion of incremental ai. right now the only game in town is nvidia and those results last night, expect bears to come out of hibernation. nothing to poke at, super bullish. demand outstripping supply, bullish. demand outstripping supply, 10—1, if this continues, you are talking about numbers that will continue to go higher and i think a yearfrom continue to go higher and i think a year from now or less, we are looking at a $4 trillion market cap, notjust for nvidia but for apple and microsoft. the uk's plan to enter the trans pacific partnership trading bloc has overcome its final hurdle. p
he says the boss of nvidia, jensen huang, thinks there's untapped demand in al.father of ai, he spoke about it and he has the best perch in the world in terms of we see the ai revolution. we continue to believe it is a stock that should be up there. it's 9am in the party that goes to 4am. you are seeing real roi and even when you go to the second derivative, we are now starting to see the second derivative and i think the important thing, this is a industrial revolution. $1 trillion of...
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Aug 29, 2024
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nvidia pays the price of lofty expectations. ceo jensen huang tries to boost confidence. ed: the telegram ceo is charged and now on bail in france over crimes committed on the aft. we go live to paris. caroline: a controversial ai safety bill that heads to the california state senate. that and more, but first we check in on the key name we are all watching today -- nvidia. the $3 trillion company not living up to the hype in terms of forecasts. it is not dragging down the rest of the indexes. ed: market up, nvidia down. i caught up with ceo jensen wong -- -- huang after the results. jensen: we are expecting more supply through q1. i think our supply condition going into next year will be a large improvement over this last year. ed: a reporter from bloomberg intelligence joins us now in san francisco. you said it. nvidia -- strong. expectations -- stronger. what is your thesis this morning? >> they set unrealistic expectations. when we look at the top concerns going into the spring, when the several million foot pressure on demand sustainability -- ed: 7 million does not m
nvidia pays the price of lofty expectations. ceo jensen huang tries to boost confidence. ed: the telegram ceo is charged and now on bail in france over crimes committed on the aft. we go live to paris. caroline: a controversial ai safety bill that heads to the california state senate. that and more, but first we check in on the key name we are all watching today -- nvidia. the $3 trillion company not living up to the hype in terms of forecasts. it is not dragging down the rest of the indexes....
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Aug 15, 2024
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if the stuff with chuck and jensen, nvidia, hasn't hit yet, well, it could be really exciting.hat he says is -- this is what he says in answer to ben righteous' question. "i would say the nvidia partnership, it's too early. we're not even in early field trials yet for that solution, so i don't think there's a lot to share." of course, we have to ask him to share more than he shared an this call, because this is a private conversation among us. but i do think that if you're just now having a billion dollars in a.i., we have to -- david, that means that there's a future for a.i. away from just jensen. >> yep. >> and servicenow. i want to say servicenow, because bill watches. z servicenow. there you g. i did it. >> the squeeze makes sense. >> what were they shorting, down 45? what a bunch of idiots. >> might have been a fear that the even higher layoff number would have sent a bad signal rather than a good one. >> one of the things that chuck has been trying to do is get leverage. if they get a series of orders, like they should, this thing's going to have much bigger gross margin
if the stuff with chuck and jensen, nvidia, hasn't hit yet, well, it could be really exciting.hat he says is -- this is what he says in answer to ben righteous' question. "i would say the nvidia partnership, it's too early. we're not even in early field trials yet for that solution, so i don't think there's a lot to share." of course, we have to ask him to share more than he shared an this call, because this is a private conversation among us. but i do think that if you're just now...
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Aug 30, 2024
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take a look at jensen wang's nvidia linkedin down there at the bottom that read is denny's. he is the ceo of nvidia. and before that he was a dishwasher at denny's. totally true story. you know, that could be very intentional to do absolutely shows he's coming from he's coming from, you know. right. right. but then also not putting it on there is also just like you only have enough space sometimes for a page. right. and you know that you were a lifeguard when you were 14 is probably not, you know, relevant to. yeah right. all right. well good to know. thank you. scott. you bet. 517 for you. now let's take a live look at the san francisco skyline on this friday morning. well, it looks that to me looks pretty clear, kari. but it looks like it's shaping up to be a beautiful day in the city. it's going to be a really nice day. nice weekend. and i don't know if we can ask for anything better for labor day weekend, because sometimes this time of year, especially with all of the outdoor events, it can get pretty hot out there. now we're starting to see our temperatures coming down,
take a look at jensen wang's nvidia linkedin down there at the bottom that read is denny's. he is the ceo of nvidia. and before that he was a dishwasher at denny's. totally true story. you know, that could be very intentional to do absolutely shows he's coming from he's coming from, you know. right. right. but then also not putting it on there is also just like you only have enough space sometimes for a page. right. and you know that you were a lifeguard when you were 14 is probably not, you...
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Aug 28, 2024
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with nvidia ceo jensen later on tonight. in a special edition of bloomberg technology. 3:30 p.m. time. coming up, meda is closing their augmented reality studio to prioritize the ai business. this is bloomberg technology. ♪ i can't believe you corporate types are still at it. just stop calling each other rock stars. and using workday to put finance and h.r. on one platform. tim, you are a rock star. using responsible ai doesn't make you a rock star. it kinda does. you are not rock stars. (clears throat) okay. most of you are not rock stars. oooh. data driven insights, and large language models. oh, that's so rock roll. it is, right. he gets it. yeah. at aes, our energy solutions have powered the world forward for more than 40 years. and as demand continues to scale, so do our solutions. introducing maximo - our new ai-enabled solar robot. max makes construction faster, safer and more cost effective than ever before. and with max doing the heavy lifting, even more people can join the team. solar energy is changing the world, aes is changing the world of solar. ed: this is bloomber
with nvidia ceo jensen later on tonight. in a special edition of bloomberg technology. 3:30 p.m. time. coming up, meda is closing their augmented reality studio to prioritize the ai business. this is bloomberg technology. ♪ i can't believe you corporate types are still at it. just stop calling each other rock stars. and using workday to put finance and h.r. on one platform. tim, you are a rock star. using responsible ai doesn't make you a rock star. it kinda does. you are not rock stars....
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Aug 29, 2024
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to some extent that is what jensen huang is alluding to. i think there are big question marks going forward. nvidia right now is one of the biggest beneficiaries of the a.i. boon. it's often referred to as the picks and shovel. and i think it's what's next, what are the companies going to benefit from artificial intelligence going forward. as we look at the billions of dollars being spent by big tech i think there are question marx on what that return of investment is. jen sn huang trying to downplay it. seeing the benefits of a.i. >> arjun, thank you for kicking us off. the associate product marge which runs the well-known smh semi conductor etf. what's your reaction what we've heard from nvidia and how the shares are performing in reaction? >> yeah. again, i think, they beat expectations, but they continue to do this at a slowing pace, right? so a possible explanation could be that the market investors are feeling normalization of growth and maybe slower demand as you mentioned for one of these companies getting out of it and will that hi
to some extent that is what jensen huang is alluding to. i think there are big question marks going forward. nvidia right now is one of the biggest beneficiaries of the a.i. boon. it's often referred to as the picks and shovel. and i think it's what's next, what are the companies going to benefit from artificial intelligence going forward. as we look at the billions of dollars being spent by big tech i think there are question marx on what that return of investment is. jen sn huang trying to...
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Aug 28, 2024
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more than any other, one name is powering the ai revolution — and that's nvidia, led by ceo jensen huangwall street will be scrutinising its numbers when it reports quarterly earnings after today's us market close. the company which makes the chips needed for artificial intelligence has seen its share price almost triple in the last year. its fate directly reflects how much other companies are investing in al development. so is the ai boom still on? or is it a bubble? to discuss this further i'm joined by malcolm penn, chairman & ceo of future horizons. thank you forjoining us. how strong do you think demand is right now for these chips? fist right now for these chips? at the right now for these chips? git the moment it is incredible. they can't make enough. they are the real superstar of the ai sector at this moment. they had the market to themselves. they are a good indicator of both the market itself but also of the position and the fact that they are the person you go to if you want to have the chips to set up your own ai system. what might everyone wants these chips, but there have b
more than any other, one name is powering the ai revolution — and that's nvidia, led by ceo jensen huangwall street will be scrutinising its numbers when it reports quarterly earnings after today's us market close. the company which makes the chips needed for artificial intelligence has seen its share price almost triple in the last year. its fate directly reflects how much other companies are investing in al development. so is the ai boom still on? or is it a bubble? to discuss this further...
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Aug 30, 2024
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on nvidia's earnings call ceo jensen huang said the number of data centers that want to go to liquidquite significant because traditional air conditioning systems don't cut it for gen ai chips like those from nvidia given how much heat they're gin rating. liquid cooling can lower operating costs. dean dray telling me we have crossed the rubicon in the sense there's no going back to traditional cooling. 5% of data centers have liquid cooling, with the firm anticipating a 40% compound annual growth rate ahead. i know you spoke to the ceo this summer who said liquid cooling is going to take off this year. >> a lot of cases this is actually literally dunking the equipment in liquid to cool it down. the difference between that and blowing some cool air on it is extreme. >> yeah. that's one kind. that's immersion. and -- there's three kinds, immersion, direct to chip and rear door heat exchanger and they all kind of have their pros and cons. with immersion that can be the most energy efficient but issues with the energy because it has the pfos and it's heavy. if you have a multilevel data
on nvidia's earnings call ceo jensen huang said the number of data centers that want to go to liquidquite significant because traditional air conditioning systems don't cut it for gen ai chips like those from nvidia given how much heat they're gin rating. liquid cooling can lower operating costs. dean dray telling me we have crossed the rubicon in the sense there's no going back to traditional cooling. 5% of data centers have liquid cooling, with the firm anticipating a 40% compound annual...
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Aug 29, 2024
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those are the two trends that jensen huang continually cites.w much money nvidia and other ai-related hardware plays are making from selling necessary infrastructure. we saw good numbers tonight from dell, from marvell tech. same deal. they've heard from the so-called microscalers like amazon, microsoft and meta. all of them talked about investing tens of billions of dollars in ai infrastructure. they might even use some generative ai applications like open ai. meta ai. it's cool and somewhat ironic and funny too. but hard to get your head around why all these big companies are spending fortunes on artificial intelligence. it almost seems fatuous. no matter how much fun you have with chatgpt it seems ensane for tech titans to spend tens of billions of dollars for something like that. lots of folks have been asking whether anyone's seen any actual return on investment, ai investment. has anybody's gross margins been boosted by this? the most compelling ai use cases have been slow to develop. much of the early investment goes toward training. that
those are the two trends that jensen huang continually cites.w much money nvidia and other ai-related hardware plays are making from selling necessary infrastructure. we saw good numbers tonight from dell, from marvell tech. same deal. they've heard from the so-called microscalers like amazon, microsoft and meta. all of them talked about investing tens of billions of dollars in ai infrastructure. they might even use some generative ai applications like open ai. meta ai. it's cool and somewhat...
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Aug 2, 2024
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>> from the enterprise perspective, we hear it from jensen and nvidia in a few weeks, the use cases andhe path from what i believe are going to be use case across health care, financials, insurance, retail. as we've always talked about, it all comes down to show the moptization. the spending is there. i think when you look at what suh talked about, nadella, we talk about from sandar, jassy, this revolution has happened. the monetization phase is starting. i'm not going to say we're going to have an air pocket between capex and when the revenue comes. to bet on this and against it, to bet against cook, and $2.2 trillion in terms of where we ultimately see, you know, the actual install base, and you look at actually right now an ai revolution coming to apple, that's a tough bet. >> would you give it a year? if it doesn't happen in a year, if the rhetoric doesn't change would you get nervous? >> if we sit here in january or february haven't seen the moptization from a software perspective, outside just mag seven to call it second, third, fourth derivative, if mcdermott comes and he's negat
>> from the enterprise perspective, we hear it from jensen and nvidia in a few weeks, the use cases andhe path from what i believe are going to be use case across health care, financials, insurance, retail. as we've always talked about, it all comes down to show the moptization. the spending is there. i think when you look at what suh talked about, nadella, we talk about from sandar, jassy, this revolution has happened. the monetization phase is starting. i'm not going to say we're going...
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Aug 27, 2024
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bloomberg will sit down exclusively with the nvidia ceo jensen huang on "bloomberg technology" on wednesdayp.m. u.k. time stay tuned for that one, it will be huge market moving, it will be a big driver not just for stockmarkets but across all assets. i want to end with a chart i thought was interesting because we spent a good chunk of the show today talking about new tariffs on chinese electric vehicles. but one of the other themes that came out from the earnings season is that carmakers have been struggling somewhat with ev sales. look at the impact that has had encore materials that go into these. the prices of lithium and cobalt slumping 20% over the last year or so, namely because of slower growth will -- slower global ev demand. that is having micro impact on the price of some of these commodities. there will be a lot more coming up on the rest of these shows. we will speak with former eu trade commissioner about those ev tariffs. it is not just europe applying the tariffs but canada coming out with their own announcement overnight mirroring that of the u.s. we will be talking about ta
bloomberg will sit down exclusively with the nvidia ceo jensen huang on "bloomberg technology" on wednesdayp.m. u.k. time stay tuned for that one, it will be huge market moving, it will be a big driver not just for stockmarkets but across all assets. i want to end with a chart i thought was interesting because we spent a good chunk of the show today talking about new tariffs on chinese electric vehicles. but one of the other themes that came out from the earnings season is that...
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Aug 27, 2024
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and nvidia. >> what are the apps you think are kind of a need for people, that they'll say oh, well,d and they're able to do xyz, now i feel the need to do x, y, z? what is the stickiness of that product? >> it's all about developers. developers, that's the lifeblood of apple. right now with apple intelligence and ios 18 they will build hundreds of apps ai driven, generative ai, not just about openai how a typical user will access on their iphone, health, fitness, a lot of functions that we see consumers when we talk about ai, this is the device, the start of the consumer revolution, and many will say what about sam sung and others? >> yeah. >> listen, i'm going to start a conversation we will have to continue on your next time here. what about the idea ai moves to the actual device, right, i don't need apps at all. i will talk to it and it will do whatever i need it to do and, therefore, apple becomes sort of superfluous. >> that's a great point. apple is with unstep ahead. they recognize that ultimately the heart and lung of their echo system are the apps. they will provide the bui
and nvidia. >> what are the apps you think are kind of a need for people, that they'll say oh, well,d and they're able to do xyz, now i feel the need to do x, y, z? what is the stickiness of that product? >> it's all about developers. developers, that's the lifeblood of apple. right now with apple intelligence and ios 18 they will build hundreds of apps ai driven, generative ai, not just about openai how a typical user will access on their iphone, health, fitness, a lot of functions...
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Aug 28, 2024
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more than any other, one name is powering the ai revolution — and that's nvidia, led by ceo jensen huangquarterly earnings after today's us market close. the company which makes the chips needed for artificial intelligence has seen its share price almost triple in the last year. its fate directly reflects how much other companies are investing in al development. so is the ai boom still on? or is it a bubble? to discuss this further i'm joined by malcolm penn, chairman & ceo of future horizons. thank you forjoining us. how strong do you think demand
more than any other, one name is powering the ai revolution — and that's nvidia, led by ceo jensen huangquarterly earnings after today's us market close. the company which makes the chips needed for artificial intelligence has seen its share price almost triple in the last year. its fate directly reflects how much other companies are investing in al development. so is the ai boom still on? or is it a bubble? to discuss this further i'm joined by malcolm penn, chairman & ceo of future...
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Aug 29, 2024
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lauer a lauren can does nvidia's ceo, jensen huang, want a new generation every single year?oduct road map every year, swap out every two years, and each chip is going to get more efficient in terms of power consumption and -- lauren: that's what he said. they made changes to blackwell to to improve its power, to improve its efficiency. and everything's fine. >> yeah. lauren: it's shipping in the fourth quarter, and he said they'll have billions in revenue from it in the fourth quarter. stuart: so the blackwell chip is a plus, not the negative that we thought it was going into the earnings report. lauren: yeah. stuart: okay. we got that settled. we're down a mere 11.7% on -- 11.7 -- 1.7%. >>> this video, shocking. a group of heavily-armed men storming through a colorado apartment complex. that a building overrun by dangerous venezuelan gang. this is happening in merge border expert chad wolf reacts. >>> did kamala harris make a huge mistake avoiding the press until now? nbc's chuck todd thinks so. >> they're now just playing into her perceived weakness, and, you know, any fum
lauer a lauren can does nvidia's ceo, jensen huang, want a new generation every single year?oduct road map every year, swap out every two years, and each chip is going to get more efficient in terms of power consumption and -- lauren: that's what he said. they made changes to blackwell to to improve its power, to improve its efficiency. and everything's fine. >> yeah. lauren: it's shipping in the fourth quarter, and he said they'll have billions in revenue from it in the fourth quarter....
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Aug 27, 2024
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jensen huang, the ceo of nvidia has created a platform unmatched by anyone else. the new platform can ingest images and tell us how to do things we would never be able to do without its assistance. a picture no matter how good. cy young could not strike out every player, but a robot supercharged by nvidia's platform would study every pitch ever and program itself to throw an unhittable ball every time. again where every batter strikes out would be child's play for the robot. at the same time the robot could study every drink ever poured for james bond and create a perfect martini every time. on a more prosaic terms it could load the boxes perfectly. maybe not every combination of drinks at starbucks. but you can see that it is basically challenging not just the sound barrier, but the speed of light even as we are taught nothing can exceed lights performance. i think our own brains are just too small to figure out the implications. fortunately, jensen's brain isn't. future iterations of this platform could make blackwell look antiquated in a few years time when he
jensen huang, the ceo of nvidia has created a platform unmatched by anyone else. the new platform can ingest images and tell us how to do things we would never be able to do without its assistance. a picture no matter how good. cy young could not strike out every player, but a robot supercharged by nvidia's platform would study every pitch ever and program itself to throw an unhittable ball every time. again where every batter strikes out would be child's play for the robot. at the same time...
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Aug 28, 2024
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with jensen haung set to air 6:30 p.m., a bloomberg technology special and you won't want to miss it. coming up here on september 1, texas will open its new business ports. that's a move the state will hope draw companies from delaware. will it work, though? we'll discuss next. this is bloomberg. ♪ at aes, our energy solutions have powered the world forward for more than 40 years. and as demand continues to scale, so do our solutions. introducing maximo - our new ai-enabled solar robot. max makes construction faster, safer and more cost effective than ever before. and with max doing the heavy lifting, even more people can join the team. solar energy is changing the world, aes is changing the world of solar. vonnie: this is "bloomberg markets." i'm vonnie quinn. can texas upseeds turned down, a massive effort has been underway to build a similar system in texas due to open december 1. we're joined by julie fine. seems like it's all because elon musk wants his pay package reinstated but it's been an impetus for a while in th
with jensen haung set to air 6:30 p.m., a bloomberg technology special and you won't want to miss it. coming up here on september 1, texas will open its new business ports. that's a move the state will hope draw companies from delaware. will it work, though? we'll discuss next. this is bloomberg. ♪ at aes, our energy solutions have powered the world forward for more than 40 years. and as demand continues to scale, so do our solutions. introducing maximo - our new ai-enabled solar robot. max...
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Aug 28, 2024
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now investors are going to be living and dying at everything that nvidia ceo jensen wong says, the big key is, what does he say about future demand are big, big tech companies, are they ramping up spending? are they cutting back the answer to that question? carrie, the stock market to new heights or cause stock prices tumbled, doing a really good job keeping expectations in jail. yeah, breaks, saying this is the biggest thing ever? yes. all alright. >> great to see you really a, new hour of our flagship morning show, cnn new central starts right now breaking overnight, we are showing you new video from january 6 of nancy pelosi labeling donald trump as the domestic enemies. >> and the white house. >> her anger over the capital attack and her determination to make trump pay a price for what happened that day. >> also, new details on an incident involving we've trump campaign at one of the country's most solemn sides. why they say the visit turned physical after a confrontation with an official at arlington national cemetery? and saved from the flames. big mama, the dog, and a mother's w
now investors are going to be living and dying at everything that nvidia ceo jensen wong says, the big key is, what does he say about future demand are big, big tech companies, are they ramping up spending? are they cutting back the answer to that question? carrie, the stock market to new heights or cause stock prices tumbled, doing a really good job keeping expectations in jail. yeah, breaks, saying this is the biggest thing ever? yes. all alright. >> great to see you really a, new hour...
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Aug 26, 2024
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here's what i think, back in july jensen weighing the ceo of nvidia came out and said there could bedelays in the black wealth chip which is a big gpu that they put a lot of faith in. there's not been a ton of clarification as to the potential delays. what i see with nvidia. i see a stock that virtually everybody loves, earnings are going to be good but they're not good to be as good as people want them to be. we going to see a doubling in revenue, doubling in sales but they're not going to be as good and you have a black wealth chip potential defect hanging over it. as a result of that, you've seen there's been 360 hedge funds that have reduced their positions and nobody is selling all of their positions. they own 80% of the a.i. chip market and when you have company spending tens of billions, hundreds of billions of dollars in the ramp up in a either the direct beneficiaries. stuart: if it came down 25% in september that would spill over into the rest of america big time wouldn't it? >> if you look at the market last year it was strong it is been strong in 2024 but if it wasn't for
here's what i think, back in july jensen weighing the ceo of nvidia came out and said there could bedelays in the black wealth chip which is a big gpu that they put a lot of faith in. there's not been a ton of clarification as to the potential delays. what i see with nvidia. i see a stock that virtually everybody loves, earnings are going to be good but they're not good to be as good as people want them to be. we going to see a doubling in revenue, doubling in sales but they're not going to be...
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Aug 30, 2024
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on nvidia's earnings call jensen huang said the number of data centers that want to go to lick kwoodsng is, quote, quite significant. right now about 5% of data centers have liquid cooling according to rbc with the firm anticipating a 40% compound annual growth rate ahead. this is a huge growth opportunity that is really only now starting to take off. we're seeing a lot of interest here. >> so no water yet, but you get my point. this is what you and i cover and people don't really get this, the amount of energy needed to power these data centers not just run them but to your point cool them, air conditioning, take like the entire city of phoenix, and double that, and that's probably roughly on a rough basis what we're looking at. they're going to take water. the point is the resources needed to accomplish these dreams. >> yeah. >> sometimes blow my mind. >> i mean the forecast for just how much power they're going to require kind of astronomical at this point. even a sense now traditional hvac cooling systems aren't sufficient to cool the chips. as the racks become more dense you cann
on nvidia's earnings call jensen huang said the number of data centers that want to go to lick kwoodsng is, quote, quite significant. right now about 5% of data centers have liquid cooling according to rbc with the firm anticipating a 40% compound annual growth rate ahead. this is a huge growth opportunity that is really only now starting to take off. we're seeing a lot of interest here. >> so no water yet, but you get my point. this is what you and i cover and people don't really get...
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Aug 21, 2024
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you that, and nvidia, jensen huang, the ceo, would tell you that these are the guys who understand us what we're up to. and it's -- i remember jensen telling me he would not back mark if he was combative. trying to create combat. he liked the pivot that -- >> back to the advertising, though, on the streaming services. you are a captive audience there in a way that you're not when you're just on the old cable. it's one reason to keep cable. you can just flip away. but when you're on amazon watching a football game, what you need to go through to get out of amazon while they're at break. >> exit, exit, exit. >> forget it. >> did you see what youtube has now? you can play the four games that you want. they also are starting to have the kind of thing of -- that i have always felt you need, which is how your fantasy team is doing. put your fantasy up there. they just made a major breakthrough. i've been very critical of youtube because they have not talked about the things they're doing. they ought to just do a little bit more selling, for heaven's sake. i have never seen a -- i beg you gu
you that, and nvidia, jensen huang, the ceo, would tell you that these are the guys who understand us what we're up to. and it's -- i remember jensen telling me he would not back mark if he was combative. trying to create combat. he liked the pivot that -- >> back to the advertising, though, on the streaming services. you are a captive audience there in a way that you're not when you're just on the old cable. it's one reason to keep cable. you can just flip away. but when you're on amazon...
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Aug 20, 2024
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when you hear jensen speak, jensen huang of nvidia, he emphasizes they don't burn as hot.find enough energy? for instance, the northeast area, there's not enough energy. maxed out. you have to put them in placing that are -- haven't been thought about enough and i think that's amazon, that's microsoft has to do it with azure. google cloud is doing incredibly well and have to find places to get cheaper electricity. not everything can be hydro. >> meantime, you got crude, almost back to the february lows. >> yeah, the demand side there, a lot of people feel that demand side is coming from china. slipping down, i would come back. i was going back with rusty brazil, my favorite. i'm trying to get a drumbeat to venezuela to come back. he's like, jim, there are limits to what could happen here, but i do know there's a lot being left behind. i don't think the permian ramps up unless trump wins. what will happen somebody will lose discipline. once one loses discipline maybe all do. >> gasoline futures, by the way, lowest since february. >> wow. >> the october future implies retail
when you hear jensen speak, jensen huang of nvidia, he emphasizes they don't burn as hot.find enough energy? for instance, the northeast area, there's not enough energy. maxed out. you have to put them in placing that are -- haven't been thought about enough and i think that's amazon, that's microsoft has to do it with azure. google cloud is doing incredibly well and have to find places to get cheaper electricity. not everything can be hydro. >> meantime, you got crude, almost back to the...
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Aug 29, 2024
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jensen: the most important thing we do is increase the performance and efficiency of our next generationle is many times more performance than hopper at the same -- blackwell is many times more performance than hopper, and more performance at a lower power, and that is number one. the second is supporting air cooling, and so the combination of all of that, you are going to get a pretty large step up. paul: that was the nvidia ceo speaking exclusively to ed ludlow. let's take a look at airline stocks here, and we have shares just turning flat at the moment, negative territory for much of the day. this is after they reported a profit that came in line with estimates. new zealand shares down about 9/10 of 1%. tough trading conditions there. discussing new zealand's earnings a little bit more, we are joined by the ceo, air new zealand, greg, thank you. you expect those to continue into the first half. when do you see things improving? greg: we are hopeful that the second half will be a better call, but for the first half, we expected to be challenging domestically. the fleet challenge will a
jensen: the most important thing we do is increase the performance and efficiency of our next generationle is many times more performance than hopper at the same -- blackwell is many times more performance than hopper, and more performance at a lower power, and that is number one. the second is supporting air cooling, and so the combination of all of that, you are going to get a pretty large step up. paul: that was the nvidia ceo speaking exclusively to ed ludlow. let's take a look at airline...
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Aug 26, 2024
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there's a lot of excitement, not just around nvidia, but i think also ceo jensen huang, his passionaterevolution that's created hype. >> credit to nelson young is not just growing enthusiasm, he got in so long ago and hasn't sold any, which makes me nervous. take a little off the table, maybe. but, also, i hate to say this because these packages are great, but it also slightly says to me a moment of marking the top, potentially, that we're bringing in the stories of how much money people have made already in this extraordinary trend. it's just something to keep in mind, i think. >> you heard our last guest say it is the market, that's one reason why we're so focused on the earnings when we come after the bell on wednesday. we'll be dealing with it thursday morning in terms of what we see. and, again, it comes back to sort of quelling concerns of a demand air pocket, if there would be one, as he did last quarter, jensen, and whether he'll do that again this quarter. >> expectations, to your point, are very high going into this report. the company has beat revenue estimates by $2 billion
there's a lot of excitement, not just around nvidia, but i think also ceo jensen huang, his passionaterevolution that's created hype. >> credit to nelson young is not just growing enthusiasm, he got in so long ago and hasn't sold any, which makes me nervous. take a little off the table, maybe. but, also, i hate to say this because these packages are great, but it also slightly says to me a moment of marking the top, potentially, that we're bringing in the stories of how much money people...
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Aug 29, 2024
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but nvidia is just this machine. on to ask jensen, would you ever think about being a cloud computing provider to take on the hyper scale, and his answer was no. that is a much lower margin business than what i'm already doing. i'm very good at a specific thing, which is systems vendor, systems top train a.i. models and the imprint side of a.i., and i think they'll sit with that. vonnie: it was a very full and compelling interview. ed ludlow, thank you so much. bloomberg technology co-host, and once again, nvidia down 3.5% today. stocks are higher. we'll break those down further next. this is bloomberg. ♪ vonnie: welcome to "bloomberg markets." u.s. economic data putting a jolt in the market, despite lackluster reaction to nvidia's earnings report. we are higher. it is a lower volume day. just about a few hours plus one day left in august trading, we are seeing the s&p 500 up almost 1%, and the nasdaq 100, interestingly enough, four out of five stocks there are higher. you can see the index itself is up 1.3%. we're n
but nvidia is just this machine. on to ask jensen, would you ever think about being a cloud computing provider to take on the hyper scale, and his answer was no. that is a much lower margin business than what i'm already doing. i'm very good at a specific thing, which is systems vendor, systems top train a.i. models and the imprint side of a.i., and i think they'll sit with that. vonnie: it was a very full and compelling interview. ed ludlow, thank you so much. bloomberg technology co-host, and...
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Aug 29, 2024
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there is also concern nvidia is too reliant on these companies, but we did speak to jensen along -- huang about this we said we are in the first ending of this. you will see more countries and governments looking to purchase nvidia chips. speaking about the black well design as well, what i thought was particularly interesting was our bloomberg intelligence team said in the last hour talking about the analogy. you can to make one cake really well and one black well chip really well. does not mean you can produce that kind of thing in mass. it is a highly complex chip and a very big task ahead for nvidia . they have got that sort of assurance for the rest of the year. we will see how it extends into 2025. joumanna: room for some skepticism as far as the market is concerned this morning. annabelle droulers, thank you so much. with nvidia earnings failing to impress investors stocks in asia have slipped as well well chinese results help to resend the selloff in the country's tech companies. it let's get more analysis from mark cranfield. avril was describing the risk off session. is that val
there is also concern nvidia is too reliant on these companies, but we did speak to jensen along -- huang about this we said we are in the first ending of this. you will see more countries and governments looking to purchase nvidia chips. speaking about the black well design as well, what i thought was particularly interesting was our bloomberg intelligence team said in the last hour talking about the analogy. you can to make one cake really well and one black well chip really well. does not...
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Aug 29, 2024
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cee jensen huang. >> to modern the entire computing stack.icipation for blackwell is incredible. >> plus, european chipmakers dodged the reaction. but its asian peers tmc, and samsung all coming and you frern. >> and chinese president xi calls on the country to see the development as a possibility not a challenge during a meeting with the national security adviser jake sullivan in beijing. >>> and drink stocks surging, leaving european equities higher as chinese ministry says it will not impose a subsidy on brandy imported from the eu. >>> welcome back to the program. let's give you a live look at u.s. equity features right here, right now. markets look mixed as we track to the open. s&p 500 and dow called higher, dow better by 180 points, nasdaq called lower by 11. of course, we're coming off the back of nvidia day stateside. it's been called financial markets super bowl. nvidia shares dropped 5% plus even after beating expectations on both the top and bottom line. this is a stock still up 10% on the month. around 150% on the year and it mak
cee jensen huang. >> to modern the entire computing stack.icipation for blackwell is incredible. >> plus, european chipmakers dodged the reaction. but its asian peers tmc, and samsung all coming and you frern. >> and chinese president xi calls on the country to see the development as a possibility not a challenge during a meeting with the national security adviser jake sullivan in beijing. >>> and drink stocks surging, leaving european equities higher as chinese...
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Aug 28, 2024
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we -- jensen going to say. comes to nvidia, we're going to continue to add to that position anytime if there's a meaningful pullback, so percent or -- 10% or more. if the stock doesn't do well tonight, we could add to it tomorrow. we did a but weeks a ago ago at $92 when the market was selling off. stuart: you're a true the believer. >> i am a, without a caught. now, i'm also a believer that you should diversify your a.i. players. you need the software, you need the cloud, you need the data center eithers, nuclear energy, definitely diversity -- diversify. stuart: let's get to poll it can ticks. tomorrow kamala harris and tim walz will sit down for a giant interview on cnn. lauren: they will tape the interview with dana bash tomorrow night, 9:00 eastern on cnn. this is the chance for harris to define her policies and more importantly how they've changed. it's also a chance to deploy tim walz to the media, right? can he do a solo interview? sure, he can. but does he know where she stands on the issues? key quest
we -- jensen going to say. comes to nvidia, we're going to continue to add to that position anytime if there's a meaningful pullback, so percent or -- 10% or more. if the stock doesn't do well tonight, we could add to it tomorrow. we did a but weeks a ago ago at $92 when the market was selling off. stuart: you're a true the believer. >> i am a, without a caught. now, i'm also a believer that you should diversify your a.i. players. you need the software, you need the cloud, you need the...
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Aug 29, 2024
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. >> okay, but nvidia's ceo jensen huang said great hurnreturn on investment and named names. >> wellwhat a.i. trade? super micro was at six-month lows before nvidia earnings even came out. snowflake's taken a beating after earnings last week. cp 3a off the 52 week high by more than a third and software names in general floundering. six months ago here arguing can nvidia stock stay dominant. nvidia as a stratospheric $74 a share. saying nvidia is in trouble now is when folks said apple hit $1 trillion in market cap six years, now a victim of the law of large numbers. can't get to $2 trillion without inventing another iphone-sized hit. now at $3.5 trillion and about to see the iphone 16 in a couple weeks. practically speaking no a.i. trade yet. this is like when zynga and yelp got a boost early days of mobile. the apps and components really mattered. if anything, this week's nvidia earnings report should give investors confidence that over the next two years, true innovators in a.i. software separating themselves from the pack showing big guys aren't the only ones who can figure this s
. >> okay, but nvidia's ceo jensen huang said great hurnreturn on investment and named names. >> wellwhat a.i. trade? super micro was at six-month lows before nvidia earnings even came out. snowflake's taken a beating after earnings last week. cp 3a off the 52 week high by more than a third and software names in general floundering. six months ago here arguing can nvidia stock stay dominant. nvidia as a stratospheric $74 a share. saying nvidia is in trouble now is when folks said...
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Aug 28, 2024
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ceo jensen huang reiterating that blackwell will ship in the fourth quarter.and saying that nvidia's driving the cost down of training large language models with more high performing, cutting edge chips. he says next gen a.i. models will take 10, 20 times more compute. as to the role hyperscalers are playing in driving nvidia's service, the cfo said it was 45% of data center revenue, and the inventory crunch is easing for hopper. cfo says demand is strong and that shipments are expected to increase in the second half of fiscal 2025. that, tyler, is an encouraging sign. is it helping the stock? shares are still down here in afterhours. >> all right, dan, thoughts? >> um -- yeah, i mean, not too different than 45 minutes ago. >> okay. >> i just feel like -- >> nothing's really changed. >> if you're long, you're not selling on this, and if you want to buy it, you are probably going to wait to lower levels. there's no big problems here, but again, it's just the magnitude of the beats and the guys are disappointing. if there's any sort of pullback in expectations f
ceo jensen huang reiterating that blackwell will ship in the fourth quarter.and saying that nvidia's driving the cost down of training large language models with more high performing, cutting edge chips. he says next gen a.i. models will take 10, 20 times more compute. as to the role hyperscalers are playing in driving nvidia's service, the cfo said it was 45% of data center revenue, and the inventory crunch is easing for hopper. cfo says demand is strong and that shipments are expected to...
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Aug 29, 2024
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i mean, we have to go back to reality, which is that nvidia's a company, and jensen's a man, and theyid have some product issues in terms of what i regard as just being, look, we didn't make as many as we'd like. but 2025 will be fine. >> but demand remains unabated, clearly. we've talked about, of course, the continued capex plans of all the largest companies in the world. >> 45% of the business is them. >> and datacenter revenue's at $26.3 billion. again, to put it in perspective, you're talking about what is 2.5 times what it was not even that long ago. >> and i was out with a prominent semi executive who said, who makes these whispers? and i said, short sellers who then given it to their compadres on the sell side so the number is too high and they have to beat $2 billion and they can't, so the stock gets rocked. >> let's come back to the multiple. i'm reading from stacey raskin -- >> stacey is -- has distinguished himself. >> analysts in this area. says, of year gross margin outlook, which does seem down a bit. he says he thinks the overall gross margin into the fourth quarter sh
i mean, we have to go back to reality, which is that nvidia's a company, and jensen's a man, and theyid have some product issues in terms of what i regard as just being, look, we didn't make as many as we'd like. but 2025 will be fine. >> but demand remains unabated, clearly. we've talked about, of course, the continued capex plans of all the largest companies in the world. >> 45% of the business is them. >> and datacenter revenue's at $26.3 billion. again, to put it in...
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Aug 30, 2024
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on nvidia's call ceo jensen huang said the number of data centers that want to go to liquid cooling isnt because traditional air conditioning systems just don't cut it for gen ai chips given how much heat they're generating. lick kid cooling can lower data center operating costs since it lowers power consumption. telling me we've crossed the rubicon in the sense there's no going back to traditional cooling. currently about 5% of data centers have liquid cooling but the firm anticipating a 40% compound annual growth rate ahead. now right now there are no pure play liquid cooling companies, but there is a lot of interest given the potential market size. verdsit has the highest exposure with anven and snyder electric trick and then also the legacy hvac names. none have made a big splash in liquid cooling, but it's a natural extension of their business model and companies including trane and carrier have all indicated they arerd interested in a piece of the pie. >> you cover the energy markets. when it comes to data centers we're talking about power consumption, but the numbers are going t
on nvidia's call ceo jensen huang said the number of data centers that want to go to liquid cooling isnt because traditional air conditioning systems just don't cut it for gen ai chips given how much heat they're generating. lick kid cooling can lower data center operating costs since it lowers power consumption. telling me we've crossed the rubicon in the sense there's no going back to traditional cooling. currently about 5% of data centers have liquid cooling but the firm anticipating a 40%...
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Aug 6, 2024
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blackrock saying do not forget nvidia are not able to meet the demand, demand remains tight and jenseng about that. august the 28th and you can imagine the scrutiny. speaking to the ceo of iag, big day so that is coming up indeed. before that, the opening trade setting you up for the trading day. european futures pointing to gains, making up for losses. stay with us, this is bloomberg. ♪ ♪♪ ♪♪ relax into a caribbean state of mind. visit sandals.com or call 1-800-sandals. with so much entertainment out there wouldn't it be great... visit sandals.com ...if you could find what you want, all in one place? show me paris. xfinity internet customers can enjoy the ultimate entertainment experience and save on some of the biggest names in streaming, all for just $15 a month. get the fastest connection to paris with xfinity. anna: good morning from london. i am anner edwards. asian equities are higher, futures pointing to gains. treasury rally ignites debate, mary daly says the jobs market is slowing and the u.s.
blackrock saying do not forget nvidia are not able to meet the demand, demand remains tight and jenseng about that. august the 28th and you can imagine the scrutiny. speaking to the ceo of iag, big day so that is coming up indeed. before that, the opening trade setting you up for the trading day. european futures pointing to gains, making up for losses. stay with us, this is bloomberg. ♪ ♪♪ ♪♪ relax into a caribbean state of mind. visit sandals.com or call 1-800-sandals. with so much...
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Aug 12, 2024
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do you think an activist should get involved with nvidia because it's only up 100%?dy should explain to jensen huang what's really going on because i don't think he upstairs this market. >> i'll tell you what my kids bought me for father's day. >> that happened a while ago. >> that's not the point. an unbelievable leather jacket that looks just like jensen. >> really? >> yeah, and i feel like jensen when i put it on, meaning, down 15% and not as good as i thought. that is what the -- can you imagine, david, the number one in the s&p and people are complaining? i saw someone this weekend who said to me, so, your dog was named nvidia. like -- >> like you didn't do anybody a favor by recommending it for the last eight years or whatever. >> nvidia, nvidia, thanks for nothing. >> you can't take it so hard. >> i take it personally. >> i know you do. that's really not easy. >> everything we have. >> all right. well, what else we have is the "mad dash" coming up, so jim's going to get ready for that. we got a few movers we want to get to this morning. let's give you another
do you think an activist should get involved with nvidia because it's only up 100%?dy should explain to jensen huang what's really going on because i don't think he upstairs this market. >> i'll tell you what my kids bought me for father's day. >> that happened a while ago. >> that's not the point. an unbelievable leather jacket that looks just like jensen. >> really? >> yeah, and i feel like jensen when i put it on, meaning, down 15% and not as good as i thought....
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Aug 27, 2024
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the only thing, stuart, limiting nvidia's growth is supply. nas it.limited it. if taiwan semidoes what they say they're going to do and they can ramp up production, we could see $20 200 billion in revenue for nvidia in 2025 the so, yes, i'm a stubborn bull, and we continue to to raise our price target. stuart: it's not just the supply of the blackwell trip, it's the quality of it and its abilities. if there's any hint that it ain't up to scratch in some way or another, that will be mortal, couldn't it? >> yeah, that's a great point. guidance is important here. and you're right, the numbers are going to be great. what does the ceo guide? the that's a big part of it. stuart: we've got some wall street investment firms saying there is a chance of recession. ubs raises the odds to 25% from 20%. david bahnsen on the show a few minutes ago said it doesn't matter, it's tyrrell haven't. what say you? it's irrelevant, what say you? >> yeah, we're not seeing robust growth. we are growing, but we are slowing. inflation is coming down. we're still above target. s
the only thing, stuart, limiting nvidia's growth is supply. nas it.limited it. if taiwan semidoes what they say they're going to do and they can ramp up production, we could see $20 200 billion in revenue for nvidia in 2025 the so, yes, i'm a stubborn bull, and we continue to to raise our price target. stuart: it's not just the supply of the blackwell trip, it's the quality of it and its abilities. if there's any hint that it ain't up to scratch in some way or another, that will be mortal,...
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Aug 28, 2024
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on the spend and what that means for nvidia's bottom line.ther issues with the main supplier, taiwan semi are starting to ease. competition is riding, amd is ma making inroads and groq and cerebras with plans to go public this fall, the ceo telling me his chip and cheaper and faster. competition in gaming could drive nvidia stock lower if it shows it's losing market share. amd posted a 59% year over year drop in second quarter gaming sales, overall the weakest division. cnbc analyzed the performance of nvidia following the past six earnings report and found the average one week return is 11.6%. today may be about nvidia but we are keeping an eye on super micro after saying the 10k report will be delayed. shares down 20%. >>> let's talk about what's at stake for the markets as we approach the nvidia numbers, adam parker joins us. good morning. >> good morning. thanks for having me. >> before we get to the nvidia and effect of that, what do you think was the reason for the selloff we saw over the summer? is it easy to point to what that was dow
on the spend and what that means for nvidia's bottom line.ther issues with the main supplier, taiwan semi are starting to ease. competition is riding, amd is ma making inroads and groq and cerebras with plans to go public this fall, the ceo telling me his chip and cheaper and faster. competition in gaming could drive nvidia stock lower if it shows it's losing market share. amd posted a 59% year over year drop in second quarter gaming sales, overall the weakest division. cnbc analyzed the...
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Aug 23, 2024
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jensen huang is worth $11 1 1111 being, so what's -- 111 billion, so what do you know about nvidia that? how delayed is blackwell, the newest a.i. chip, is there a fundamental problem with it? maybe not. we'll find out on wednesday when they report earnings, but it leads to that speculation, that negativity on wall street. if it could also be very simple. he doesn't want all of his eggs in one basket in his company, nvidia. [laughter] i think in the end this is a nothing burger. she he still has more than a 3.55% stake in his -- stuart further his net worth must have gone up by about $1000 billion in about a $100 tobillion in 18 months. lauren: probably. when you're that rich, do you think you count? stuart: i don't know. i'd like to see how it is. lauren: must be nice. >> can you get that rich without counting? lauren: true. he always a wears that a black leather jacket. i mean, i feel like i'd want closets of black lert jackets -- [laughter] stuart: we have got to move on. have a look at google. heavy got a big a.i. project. any developments? lauren: yeah. so they're rehiring a former
jensen huang is worth $11 1 1111 being, so what's -- 111 billion, so what do you know about nvidia that? how delayed is blackwell, the newest a.i. chip, is there a fundamental problem with it? maybe not. we'll find out on wednesday when they report earnings, but it leads to that speculation, that negativity on wall street. if it could also be very simple. he doesn't want all of his eggs in one basket in his company, nvidia. [laughter] i think in the end this is a nothing burger. she he still...
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Aug 29, 2024
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jensen, a grand master poker player.a here, this is lebron and heisel in terms of where the story is ultimately going. the most important thing is the multiplier effect. it's not just about nvidia or microsoft. we believe it is a multiplier across tech and i think that us and that is most important for investors. lisa: it's fun to talk at the godfather and popcorn and all that. actually asia, talking to people who are the end the buyers of some of the ships in the users to understand exactly how much demand there is what has -- one seen with some questions about how long the magnificent three or four u.s. take tech companies can continue to support it? >> a trillion dollars is what we see from an ai perspective when there's three years. you go back six month ago, if you look at the underlined demand, not just from hyper scalars, but eventually what is going to be other enterprises, edition starting all of our checks are showing demand actually continuing to accelerate. rome wasn't built in a day, neither was ai revolutio
jensen, a grand master poker player.a here, this is lebron and heisel in terms of where the story is ultimately going. the most important thing is the multiplier effect. it's not just about nvidia or microsoft. we believe it is a multiplier across tech and i think that us and that is most important for investors. lisa: it's fun to talk at the godfather and popcorn and all that. actually asia, talking to people who are the end the buyers of some of the ships in the users to understand exactly...
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Aug 28, 2024
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>> it's really what jensen, godfather of ai talks about in terms of demand.ause there's no better perch in terms of from an ai chip perspective than from what nvidia sees. the october quarter, it's really going into the next call in six months. everything we're seeing from the asia supply chain perspective, i think it's a drop the mic performance tonight. >> what about the possible blackwell delays and getting more clarity on exactly what that is? because when you say, well, you'll hear from him on demand, we already know demand is great. we heard from the hyper-scalers. we know revenues on capex are up 50% over the period of a year. what about blackwell? >> i don't view that -- even if we're talking about two, three months, anything that moves out of the october quarter, when we look from a capex perspective, look at plblackwell, if you cou guide up $1 billion, $2 billion with a delay in terms of the trajectory, you're going to start looking at what ultimately about be five to $6 earning power. and i think the most important thing, you have the pieces of the
>> it's really what jensen, godfather of ai talks about in terms of demand.ause there's no better perch in terms of from an ai chip perspective than from what nvidia sees. the october quarter, it's really going into the next call in six months. everything we're seeing from the asia supply chain perspective, i think it's a drop the mic performance tonight. >> what about the possible blackwell delays and getting more clarity on exactly what that is? because when you say, well, you'll...
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Aug 26, 2024
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jensen's comments what will happen with demand over the next one, two years.n supply through this year. last quarter he said well into 2025. if he continues to reiterate that, demand continuing to be more favorable. i believe he will do that. continues to reiterate more demand than supply i think investors, i think, awareness of this substance of what's going to happen is going to continue to be illuminated. ultimately i think that these companies are going to continue to do very well. take apple, for example. i think ultimately they can earn $8, $9 kind of by 2026. and i think that's well higher than what many think. mike, i believe that this is just a fundamental, a lot of awareness around a.i. but i think the significance what it will do is still underappreciated by the market. >> gene, we had bradley tusk of tusk ventures on last week on "mad money." pe talked about start-ups with that a.i. bend aren't getting the pie in the sky valuations they had been getting. demonstrable slowdown and reset of valuations. i'm curious how that translates to the public ma
jensen's comments what will happen with demand over the next one, two years.n supply through this year. last quarter he said well into 2025. if he continues to reiterate that, demand continuing to be more favorable. i believe he will do that. continues to reiterate more demand than supply i think investors, i think, awareness of this substance of what's going to happen is going to continue to be illuminated. ultimately i think that these companies are going to continue to do very well. take...
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Aug 21, 2024
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attention is more in the short term in terms of cap x spend and demand for nvidia chips. directly the chip industry is cyclical. we are looking for those platform players that can continue 20 monetize consistently over the long term. what we think about today, the intentions on nvidia. we are looking more towards the long term. that would be the microsofts, establishing themselves with that massive cap x spend. we are also seeing it on alphabet side. where again investment's building that beachhead for long-term nod montization. we like accenture from an a.i. story has been misunderstood by the market in our opinion. when we look at accenture we think the market which we continue to think as a long-term investment, we think short-term focused. focused on a little bit of slow down on i.t. spend unduly hammered the stock in our opinion. when we look at accenture, they committed to spending $3 billion for a.i. they are market leader in terms of cloud. when they did a large investment like that as well. we would expect them as a picks and shovel type company to benefit in the
attention is more in the short term in terms of cap x spend and demand for nvidia chips. directly the chip industry is cyclical. we are looking for those platform players that can continue 20 monetize consistently over the long term. what we think about today, the intentions on nvidia. we are looking more towards the long term. that would be the microsofts, establishing themselves with that massive cap x spend. we are also seeing it on alphabet side. where again investment's building that...
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Aug 9, 2024
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i still think it's an nvidia story. i like nvidia at this price going into the print because it is healthy to have this pullback. i think we're all going to be, once again, jensen is going to deliver the goods and they'll have great numbers with probably strong forward guidance. >> that's the key, what they say about demand. if you're scrutinizing the spending of mega caps more substantially now than you were prior, if it's justified in certain respects by jensen huang that the demand is still there, suddenly we don't necessarily worry so much about the spending because it's going to eventually be justified. you look at tech and a.i. and say you still like this trade? >> we definitely like this trade. we think some of the attention on nvidia is misplaced in the sense that what really matters ultimately is that this spending is sustainable is whether the typical companies, especially large cap companies, start to see gains from -- eventual gains in productivity and efficiency from an a.i. rollout. we think that is the bi
i still think it's an nvidia story. i like nvidia at this price going into the print because it is healthy to have this pullback. i think we're all going to be, once again, jensen is going to deliver the goods and they'll have great numbers with probably strong forward guidance. >> that's the key, what they say about demand. if you're scrutinizing the spending of mega caps more substantially now than you were prior, if it's justified in certain respects by jensen huang that the demand is...
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Aug 1, 2024
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is it not true one of the reasons you have a close relationship with jensen huang, is that he cares mores and you deliver the most energy efficient piece of hardware and software? >> yeah. exactly. and i think it's not just the chip, jim. obviously, grace brackwell the ability to combine arm cpus with nvidia gpu for a world class solution delivers a bit of from a chip but that allows a complete customization as i said of a total system. nvidia is delivering not just grace blackwell but delivering an entire solution, entire system and you can't do that starting with a random set of components. it requires a tighter integration of the design. again, arm is really, really strong with customization because you can build almost anything you like. the fact that we're more power efficient than the competition is somewhat natural we're going to find our way into all those solutions. >> well, thank you, rene. that's terrific. i think that people should understand that you are very level-headed guy. you root for the wrong nfl team. that can happen to anyone. rene haas, ceo of arm holdings, not goi
is it not true one of the reasons you have a close relationship with jensen huang, is that he cares mores and you deliver the most energy efficient piece of hardware and software? >> yeah. exactly. and i think it's not just the chip, jim. obviously, grace brackwell the ability to combine arm cpus with nvidia gpu for a world class solution delivers a bit of from a chip but that allows a complete customization as i said of a total system. nvidia is delivering not just grace blackwell but...
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Aug 29, 2024
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and ceo jensen huang on the earnings call says this a.i.olution means that demand will continue to way outstrip supply. >> the data centers worldwide are in full steam to modernize the entire computing stack with accelerated computing and generative a.i. demand remains strong and the anticipation for blackwell is incredible. >> reporter: so given my conversations with top tech executives during earnings the past few weeks including apple's ceo tim cook and alphabet's president, virtually every one of the big tech giants say they are going to accelerate, accelerate their a.i. spending to at least $200 billion this year and probably a lot more next year. buy nvidia-made a.i. chip ands these gpus. and, in fact, almost half of nvidia's sales comes from the likes of alphabet, meta and amazon. and that's why analysts are still bullish on the stock. at least ten investment banks have priced their -- hikes their price targets. so as you see, cheryl, you could still get system upside although some people are looking for a bigger selloff to buy on th
and ceo jensen huang on the earnings call says this a.i.olution means that demand will continue to way outstrip supply. >> the data centers worldwide are in full steam to modernize the entire computing stack with accelerated computing and generative a.i. demand remains strong and the anticipation for blackwell is incredible. >> reporter: so given my conversations with top tech executives during earnings the past few weeks including apple's ceo tim cook and alphabet's president,...