0
0.0
May 23, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
to go to blackwell. it seems like the hopper product is pretty darn good. if you're not first in line with the blackwell it seems like they can't have action first. that's a very good point that you made if you look at the results for the first quarter, they grew in about high single digits, but the non-cloud portion was much stronger that tells us that the a.i. ad adapgs and the so-called sovereign cloud, i think of many nations are investing in a.i., so there's still a lot of pent-up demand obviously there is some concern going into the print, but the management is not seeing it, from what we heard the blackwell seems to be ramping sooner than we expected. if the demand for hopper is strong and blackwell is very strong, and the management also said, you know, there will be supply constraints on blackwell for the next few quarters, so right now it's looking very good. >> thank you we will leave it there and the market is still tanks. thank you for joining us >>> in their announcement of a stock split ha
to go to blackwell. it seems like the hopper product is pretty darn good. if you're not first in line with the blackwell it seems like they can't have action first. that's a very good point that you made if you look at the results for the first quarter, they grew in about high single digits, but the non-cloud portion was much stronger that tells us that the a.i. ad adapgs and the so-called sovereign cloud, i think of many nations are investing in a.i., so there's still a lot of pent-up demand...
0
0.0
May 7, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
remember, blackwell doesn't ship until the fall david is right blackwell is the sum total focus of what they can do because it's so much faster and because it can see video. video is going to be so important. i also think, david, i know -- >> jim, it's about more than speed. it's about power. >> what it can think. >> by the way, it does it more efficient li at a lower usage rate you know all this. i'm just repeating it. >> yes, i was in a car -- >> -- we still are going to have -- this has come up a lot a.i., when you bring 5,000 people together in the business world, a lot of people are going to be talking about it they have here it's clearly on my mind. it's got much better efficiency. but you'll have so much more of it that the electricity issue still one everybody is going to be talking about are we going to be able to generate enough power in the next 20 years in this country so we can become slaves to the robots. >> talking about canada now. there are so many companies working to fix the grid, that those are terrific investments the grid investment is still very much front and cen
remember, blackwell doesn't ship until the fall david is right blackwell is the sum total focus of what they can do because it's so much faster and because it can see video. video is going to be so important. i also think, david, i know -- >> jim, it's about more than speed. it's about power. >> what it can think. >> by the way, it does it more efficient li at a lower usage rate you know all this. i'm just repeating it. >> yes, i was in a car -- >> -- we still are...
0
0.0
May 6, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
blackwell may be the answer for problems we don't know exist yet. our brains really just aren't big enough. i know that sounds strange, but it's true. things that used to take weeks can be done in a day or an hour. you'll do something you might not have done otherwise. you might think this would have been huge for nvidia, but the market turned against growth stocks because we were turned against the fed, and it fell more than 22% from peak to trough, i mean, come on. that's -- >> the house of pain. >> a massive decline. now, perhaps it was just, maybe it wasn't, though. either way, you can't say nvidia never corrected yo. you can't say it didn't get smashed. in the last few weeks, it's come roaring back. it was hammered. we don't know if apple's bottomed or not. we know there's an apple developers conference coming up. we might see exciting things, including things that make the vision pro more of a tool for the enterprise, and spatial computing is for real. nvidia's omni version. apple's quarter was better than expected. service revenue was driven.
blackwell may be the answer for problems we don't know exist yet. our brains really just aren't big enough. i know that sounds strange, but it's true. things that used to take weeks can be done in a day or an hour. you'll do something you might not have done otherwise. you might think this would have been huge for nvidia, but the market turned against growth stocks because we were turned against the fed, and it fell more than 22% from peak to trough, i mean, come on. that's -- >> the...
0
0.0
May 22, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
>> and the commentary, in transitioning from their current chip to another, blackwell, if there's going to be any sort of holding back in anticipation of the launch of that new chip. >> she said the bar was cleared -- big fan of the show, dick fosberry, this was no flop, but in other words, he got over a big bar. that was why he -- he invented the flop but nvidia, if you think about the 27% run into the numbers, if you think about the data center growth, if you think about where i think they are going to hit. there's no wons with that. we heard there's only, you know, 8% or so last year, so, demand is there demand is there, and certainly, the new segments, and as we get into other parts of the business, it is what we're hearing more about it is about autos and cpu. so, you want to know where that demand is coming from. you want to know the entire platform that allows them to kind of have this circular, you know, reinforced dynamic i think -- i think it's all here this, to me, is a huge relief for the market, and we'll get into that. but 4% move, i think this stock split is very importan
>> and the commentary, in transitioning from their current chip to another, blackwell, if there's going to be any sort of holding back in anticipation of the launch of that new chip. >> she said the bar was cleared -- big fan of the show, dick fosberry, this was no flop, but in other words, he got over a big bar. that was why he -- he invented the flop but nvidia, if you think about the 27% run into the numbers, if you think about the data center growth, if you think about where i...
0
0.0
May 9, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
what's happened is that blackwell, which we now know is kind of like blackwell's like godot for some people. blackwell includes arm that's the cpu, okay and the gpu is nvidia. and that's going to be the biggest combination that's ever hit that -- that's the industrial revolution combination that jensen huang keeps talking about, so carl, you got this situation where you're thinking about what's going to happen in september, october. you realize that arm is taking share. they've got phone. they have pc they have the world. they're going to be the cpu company, even though they have a deal with intel. i think they're overrunning intel. i like their situation very much, because you got to be thinking about next year at this time, and the billions that are being spent on the datacenter when you go into the datacenter, you got to look at what's in it. vertiv is in there eton is in there grace blackwell is in there, which is nvidia, and arm's in there. you want to be in there, or else you're kind of being left behind >> you're in there if you're not in there, you're in the if you're in ther
what's happened is that blackwell, which we now know is kind of like blackwell's like godot for some people. blackwell includes arm that's the cpu, okay and the gpu is nvidia. and that's going to be the biggest combination that's ever hit that -- that's the industrial revolution combination that jensen huang keeps talking about, so carl, you got this situation where you're thinking about what's going to happen in september, october. you realize that arm is taking share. they've got phone. they...
0
0.0
May 23, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
that would be the blackwell. he said, quote, they will easily transition from h 100 to h 2u7bz, to b 100, all you need to know is the easy transition. we will see a lot of blackwell revenue this year. many expected those revenue streams only to hit early next year with demand so strong, it will surpass supply this year. that was seen as a positive and you saw the reaction in the stock and analysts rushing like you said to hike their price targets as cantor fitzgerald the midnight train of nvidia continues to execute and unlike the small town girl and city boy, jensen knows where he is going. the praise from ai adoption growing beyond just cloud service providers to include health care, auto, there was a shout out for tesla and 359s,000 gpu enterprise and sovereign ai, nations creating their own ai structures with their workforce expected to bring high single digit it billions this year, first time they provided a number sort of and then also you have 10 for 1 stock split dividend stock the cherry on top for inves
that would be the blackwell. he said, quote, they will easily transition from h 100 to h 2u7bz, to b 100, all you need to know is the easy transition. we will see a lot of blackwell revenue this year. many expected those revenue streams only to hit early next year with demand so strong, it will surpass supply this year. that was seen as a positive and you saw the reaction in the stock and analysts rushing like you said to hike their price targets as cantor fitzgerald the midnight train of...
0
0.0
May 23, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
tl large cloud service providers drove 40% of the sales nvidia is moving up the timeline for the blackwell chips. they expect to start shipments this quarter on the conference call, jensen huang spoke out. >> next industrial revolution has begun. companies are starting to shift the install base of traditional data centers to exaccelerated computing. >> we need more reaction to the nvidia results with josh wein at hennessey funds and sylvia jablonski. sylvia, you are an vid nvidia investor there were so many expectations above the estimates. >> good morning, frank nvidia did top expectations with the type of growth of the top and bottom line and the prospects for the potential outlook of growth exceeding wall tr street expectations. it is the goldilocks here. a.i. is the biggest attechnology and nvidia is the beneficiary. i was happy with what i heard yesterday. i like the stock split when stock splits like this, it doesn't matter in this case, i think it has such a popular appeal that it is going to drive demand for additional stock purchasing from the retail community i really like that,
tl large cloud service providers drove 40% of the sales nvidia is moving up the timeline for the blackwell chips. they expect to start shipments this quarter on the conference call, jensen huang spoke out. >> next industrial revolution has begun. companies are starting to shift the install base of traditional data centers to exaccelerated computing. >> we need more reaction to the nvidia results with josh wein at hennessey funds and sylvia jablonski. sylvia, you are an vid nvidia...
0
0.0
May 8, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
i mean, these will -- this will get filled up with blackwell >> it's blackwell. now, can i just say, in terms of the quarters that we don't talk about, that i thought was the best last night, wynn was very good but this company that really is the plumbing >> i pulled the call >> she calls them titans and i love that. i'm changing my whole -- i'm calling them titans from now on. >> we'll go into detail when we open on arista networks. i think an important point here as well, just so people aren't confused, this isn't u.s. money here a la the chips act where we have talked about micron and intel building fabs. this is a datacenter this is microsoft's money. obviously, part of what could be as much as $50 billion in spend this year. remember, they were asked on the call, could you get to a hundred billion, and they didn't dismiss that as a possibility. >> remember, jensen huang told me -- i mentioned how much -- how many blackwells can he sell? he said, amazon would buy all of them everyone's on allocation, and it hasn't even been made yet. what kind of product does
i mean, these will -- this will get filled up with blackwell >> it's blackwell. now, can i just say, in terms of the quarters that we don't talk about, that i thought was the best last night, wynn was very good but this company that really is the plumbing >> i pulled the call >> she calls them titans and i love that. i'm changing my whole -- i'm calling them titans from now on. >> we'll go into detail when we open on arista networks. i think an important point here as...
0
0.0
May 28, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
off the table, and then number two, i think the commentary on the pace and timing of the blackwell ramp the next generation product was supportive people thinking it was coming next year, and he was clear, said we'll see a lot of blackwell revenue this year the quote. >> did you expect that >> i expected it next year earlier than we thought. >> is that one of the reasons you raise your price target? >> our numbers went up materially it was both of those reasons, but yeah. >> what do you do when the stock continues to out run you you know what i mean. >> it's not out running us yet. >> i mean it's on the verge of outrunning everybody and everybody's price target. >> yeah. >> how do you handle that? >> we've had this conversation don't get hung up on the price targets -- i know. >> the price targets matter. people look and are like okay, now what. >> people don't update their target prices every day. for now let it run the story is really good the numbers are going higher the stock remember it's not like it's expensive, like if the numbers come in anywhere close to where where i think the
off the table, and then number two, i think the commentary on the pace and timing of the blackwell ramp the next generation product was supportive people thinking it was coming next year, and he was clear, said we'll see a lot of blackwell revenue this year the quote. >> did you expect that >> i expected it next year earlier than we thought. >> is that one of the reasons you raise your price target? >> our numbers went up materially it was both of those reasons, but...
0
0.0
May 23, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
from the broadening to the potential air pocket, with the transition to the blackwell later this year. >> wasn't going to happen until it coming on earlier, going to make a lot of money from blackwell this year. so, considering how high expectations were, nvidia ended up not being a buy the rumor sell the news. >> yeah. >> in fact, even on a very bad day, it was up, i don't know, 7.5%, which is pretty impressive, considering where it had been going in, but that just narrowing at the very top of, you know, dell, i guess at one point was only up two bucks, maybe it closed up a little higher, but this was just so strong, though, for nvidia, that it didn't matter what else went on however, for the rest of the market, it really did. everything started to get hit. industrials, banks, across the board. >> what they told us in terms of blackwell, in terms of the core business, the expansion, doesn't this reinforce capex cycle for megacap tech doesn't this reinforce a lot of the broader economic arguments that we know nvidia is more than that it's fascinating and i thought this was the kind of
from the broadening to the potential air pocket, with the transition to the blackwell later this year. >> wasn't going to happen until it coming on earlier, going to make a lot of money from blackwell this year. so, considering how high expectations were, nvidia ended up not being a buy the rumor sell the news. >> yeah. >> in fact, even on a very bad day, it was up, i don't know, 7.5%, which is pretty impressive, considering where it had been going in, but that just narrowing...
0
0.0
May 22, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
blackwell is 2 1/2 times as powerful, more so in some workloads. and will probably be 20% to 30% more expensive you can see people deferring, but i would say we're not seeing that right now we're seeing strong demand for the hopper products, certainly into the july quarter when we don't have any blackwell and then once we have blackwell, the minority of products but we'll be back in a very tight allocation situation for those products and so right now, i don't actually anticipate a pause. it is possible that one could evolve i think the amazon thing was a bit of a misread of, you know, the transition to this blackwell, something that he talked about quite a bit, the initial effort to do the great hopper product, that transitioned into a great blackwell product and it is not a cancellation, it is a strong ramp we would expect next year to the extent that grace hopper was a small ramp that's something understood for a while. i think in contrast to last year, where we knew near term numbers were good, but there was some sense of what does next year lo
blackwell is 2 1/2 times as powerful, more so in some workloads. and will probably be 20% to 30% more expensive you can see people deferring, but i would say we're not seeing that right now we're seeing strong demand for the hopper products, certainly into the july quarter when we don't have any blackwell and then once we have blackwell, the minority of products but we'll be back in a very tight allocation situation for those products and so right now, i don't actually anticipate a pause. it is...
0
0.0
May 22, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
aws was pishling its orders from chips already on the market to the upcoming blackwell nvidia chips. initial shares shoulder off on the news because it would imply a demand low. analysts are quick to argue if a company would wait, they would lose their spot in line for the newer chips. even if it's not the case, demand is expected to remain. you couple that with the increased and capital spend and nvidia looks poised to continue its beat and raised pattern. frank? >> all right. let's get this conversation going and bring in robert, head of investment policy and strategy. robert, good morning. great to have you here. >> great. great to see you again, frank. >> i know you're not a chip analyst. but nvidia, i think everybody has to talk about it. incredible waiting on the undisease and sent meant overall. as you're talking to clients, how do you review this point and the possible inflection point? >> it's certainly the bellwether and something that's been injected on the economic front infl inflation. they're metrics if they come in better or worse, they seem to inject short-term volati
aws was pishling its orders from chips already on the market to the upcoming blackwell nvidia chips. initial shares shoulder off on the news because it would imply a demand low. analysts are quick to argue if a company would wait, they would lose their spot in line for the newer chips. even if it's not the case, demand is expected to remain. you couple that with the increased and capital spend and nvidia looks poised to continue its beat and raised pattern. frank? >> all right. let's get...
0
0.0
May 23, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
bl blackwell is expected to be $30,000 for chip you are talking higher price margin the issue is a.i. is bringing in the revolution and it will bring a lot of money and productivity gains. we still don't know that at this stage. the hype means people are willing to spend the money because if they build it, there is is something on the other side there is still a what if for me and that might be a pushback to paying for the chips currently. >> valid points. i will say on the morning after nvidia reports, we saw brokers and analysts falling over themselves raising price targets. i think everyone is overweight the stock and no sell rating on the stock right now. i want to shavre with you what morgan stanley has written cynics have focused on improving h-100 availability, between h-200 and hyper scale and blackw blackwell availability nvidia is the clearest way to get the exposure the morgan stanley note is one example here with ubs raising the price target jpmorgan chase has the price target of $1,150 everyone says it ticks all the boxes. is there a group thinking in the analyst communit
bl blackwell is expected to be $30,000 for chip you are talking higher price margin the issue is a.i. is bringing in the revolution and it will bring a lot of money and productivity gains. we still don't know that at this stage. the hype means people are willing to spend the money because if they build it, there is is something on the other side there is still a what if for me and that might be a pushback to paying for the chips currently. >> valid points. i will say on the morning after...
0
0.0
May 31, 2024
05/24
by
KTVU
tv
eye 0
favorite 0
quote 0
just finished lunch at this taqueria and was walking back to campus along stevenson boulevard, near blackwell road in fremont. >> forgive me, it scared the #### out of me, and i'm being polite. because not knowing really what happened to matthew, his buddy, he was so shooken up, he couldn't go back to school. he went home, josh stuck it out, and, but it scared. scared the #### out of us. >> the fremont unified school district confirms the group was hit by projectiles from a gel gun. and is investigating our immediate reaction is to focus on the response and focus on the student safety and the staff safety. >> certainly an issue of concern. we have a wonderful school district and a wonderful community here in fremont, and these incidents are not typical. fremont police are also investigating and say the gel beads were fired from a vehicle traveling northbound on blackwell road. >> other than bruising, no serious injuries are reported. if i moved my arm, i would have got hit right in the side, but glad i had my arm down. josh's dad says. if caught, the guilty party needs to face serious consequ
just finished lunch at this taqueria and was walking back to campus along stevenson boulevard, near blackwell road in fremont. >> forgive me, it scared the #### out of me, and i'm being polite. because not knowing really what happened to matthew, his buddy, he was so shooken up, he couldn't go back to school. he went home, josh stuck it out, and, but it scared. scared the #### out of us. >> the fremont unified school district confirms the group was hit by projectiles from a gel gun....
61
61
May 28, 2024
05/24
by
KNTV
tv
eye 61
favorite 0
quote 1
clean underclothes, blackwell said. apartment management called today to check on her and has been providing displaced residents with meals, water and snacks. the apartment management said they also delivered $300 gift cards to each household to cover the cost of potentially spoiled food. senior residents will also receive a partial credit on their june rent, their hotel stays are also fully covered. they did their job yesterday. they went out of their way and they were just over apologetic for this situation. oakley's mayor and vice mayor have also been coordinating donation efforts to assist displaced residents. in a statement to nbc, bay area mayor anissa williams said, quote, people will not be moved back in until the city is reassured that the building is safe and sanitary. in oakley, emma goss nbc, bay area news. we are following a developing story right now in north san jose. all lanes of westbound montague expressway are closed from 880 to mccarthy boulevard. that's following a deadly crash that killed a male dr
clean underclothes, blackwell said. apartment management called today to check on her and has been providing displaced residents with meals, water and snacks. the apartment management said they also delivered $300 gift cards to each household to cover the cost of potentially spoiled food. senior residents will also receive a partial credit on their june rent, their hotel stays are also fully covered. they did their job yesterday. they went out of their way and they were just over apologetic for...
0
0.0
May 23, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
this year, blackwell is the combination gpu cpu, the latest generation of ai accelerator from nvidia. just becoming much more of a systems vendor. but the chips will start shipping in the current time, ramping the fiscal period and actually go into data centers in the fiscal fourth. and nvidia is proving that if the demands there could keep up in terms of just innovations, bringing a new products market into cadence of one a year, all eyes continue to be on in video -- nvidia. this is ed ludlow for bloomberg news in san francisco. tom: ed ludlow reporting on nvidia earnings. let's bring in bloomberg intelligence. results underlying the continued strong demand momentum for nvidia's ai chips, despite investors being nervous as big tech reporting season's on whether the big ai boom has run too far. most of the concerns have been delayed for now. let's bring in the analysis with matt from bloomberg intelligence. we will get to the question about the broader tech sector. the start with how these results position nvidia going forward. it was talking about the be 100, the blackwell that com
this year, blackwell is the combination gpu cpu, the latest generation of ai accelerator from nvidia. just becoming much more of a systems vendor. but the chips will start shipping in the current time, ramping the fiscal period and actually go into data centers in the fiscal fourth. and nvidia is proving that if the demands there could keep up in terms of just innovations, bringing a new products market into cadence of one a year, all eyes continue to be on in video -- nvidia. this is ed ludlow...
0
0.0
May 10, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
number that's clearly the bill for blackwell. that's what happened with taiwan semi >> tell us more about taiwan semi >> taiwan semi, the numbers -- the linked month-to-month numbers were extraordinary, and what happens when you have that is that's like a gigantic order, but amd is going to go up on that, but so will all the applied materials. but the numbers were very convincing as good as the numbers for tesla were bad >> because they are manufacturing the blackwell. >> they are. yes. march 2024, 195 million, and april, 236 million that's 20% comp. year over year, 59% comp that stock got hit very badly when they reported look where it is now it fell to $136 when it reported that was ill advised >> meantime, we'll get cramer's "mad dash," countdown to the opening bell jim mentions autos talk about the prospect of new tariffs on things like chinese evs. futures hanging in there on this friday don't go away. do you charge forward? freeze in your tracks? (♪♪) or, let curiosity light the way. at t. rowe price, we're asking smart
number that's clearly the bill for blackwell. that's what happened with taiwan semi >> tell us more about taiwan semi >> taiwan semi, the numbers -- the linked month-to-month numbers were extraordinary, and what happens when you have that is that's like a gigantic order, but amd is going to go up on that, but so will all the applied materials. but the numbers were very convincing as good as the numbers for tesla were bad >> because they are manufacturing the blackwell....
0
0.0
May 3, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
, because blackwell is so much faster. i wanted to recommend getty imaging. it's too small. they're feeding all these images and movies into the database. that's what -- you understand that video had eluded -- had really eluded them. they were really text. not anymore. so, they can put in every kind of movie ever made, every still ever made, and this is how you get to have lincoln give the gettysburg address after you've watched, i don't know, a program about getting -- manhunt. i want to see lincoln give an address. with blackwell, i can have that right in my room. i can have anybody. >> blackwell has yet to -- >> it doesn't ship until the end of the year. i'm sure amazon will get it in september. everyone's very excited about it, but remember, everyone's a little tired of nvidia being the state of the narrative. >> right. >> they want -- like if you go to amazon's conference call, which was excellent, by the way, they're talking about their different chips, but then, of course, they throw in that, yeah, we have to -- we
, because blackwell is so much faster. i wanted to recommend getty imaging. it's too small. they're feeding all these images and movies into the database. that's what -- you understand that video had eluded -- had really eluded them. they were really text. not anymore. so, they can put in every kind of movie ever made, every still ever made, and this is how you get to have lincoln give the gettysburg address after you've watched, i don't know, a program about getting -- manhunt. i want to see...
67
67
May 28, 2024
05/24
by
KNTV
tv
eye 67
favorite 0
quote 1
clean underclothes, blackwell said. apartment management called today to check on her and has been providing displaced residents with meals, water and snacks. the apartment management said they also
clean underclothes, blackwell said. apartment management called today to check on her and has been providing displaced residents with meals, water and snacks. the apartment management said they also
0
0.0
May 22, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
to hold back on spending in anticipation of blackwell the problem is two-fold, and the reason why i actually think tonight i wouldn't be surprised to see the stock up 5 to 10%, from a perspective of positioning, april 19th, stock goes down 10%, on what, the expectation that chip demand is weakening. what happened subsequent to that all of the big technology, excuse me, big technology companies report they report and tell you what, we're going to be spending money. meta, alphabet, amazon, all coming out, we're spending a ton of money, stock rallies. they are cutting back positions in nvidia and other beg mega cap companies, and the option market is telling you it's skewed toward the put side. i actually think positioning is set up the right away where this stock continues to move higher and goes above a thousand tonight. >> jason snipe, we're talking about the options market implying a plus or minus 8% move, plus or minus, $186 billion worth of market cap. n nvidia represents 6 1/2% of the nasdaq 100 in case you're scoring at home as to why the stock holds so much importance. >> 100%
to hold back on spending in anticipation of blackwell the problem is two-fold, and the reason why i actually think tonight i wouldn't be surprised to see the stock up 5 to 10%, from a perspective of positioning, april 19th, stock goes down 10%, on what, the expectation that chip demand is weakening. what happened subsequent to that all of the big technology, excuse me, big technology companies report they report and tell you what, we're going to be spending money. meta, alphabet, amazon, all...
0
0.0
May 22, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
can make and they've got all of next year to sell blackwell. pricing is going up on that. content is going up on that. i think it's going to be good. >> you know, bryn, i see stacy has a $1,000 price target, anded joe says it is going to $1,000 tonight. he shares the optimism that all of you do. what do you think really is riding on these results for the overall market? >> it is obviously becoming by the day, a bigger size in the nasdaq. i think it actually has a halo effect not on the overall market, but the ai market. i think that it will show the durability to affect them or the cloud fair. and all these other companies that are competing in different areas. depending on, i think the numbers will be great, but the narrative that they will talk about, which i think it will be exceptional and that it will have, i think, a halo effect over these other names where they are well off their highs, and all the stocks, i think that they are well off their highs and kind of reignite that if the market is showing what they are telling. >> how do you se
can make and they've got all of next year to sell blackwell. pricing is going up on that. content is going up on that. i think it's going to be good. >> you know, bryn, i see stacy has a $1,000 price target, anded joe says it is going to $1,000 tonight. he shares the optimism that all of you do. what do you think really is riding on these results for the overall market? >> it is obviously becoming by the day, a bigger size in the nasdaq. i think it actually has a halo effect not on...
0
0.0
May 21, 2024
05/24
by
FBC
tv
eye 0
favorite 0
quote 0
so by the end of this year, the word is blackwell. charles: you know, when bitcoin was hot a few years ago, it cooled off quickly because everyone complained about the power consumption. i was reading today to that to be able to achieve the power consumption that a.i. will drain it if our system, or we'd need help from china, from rare earth materials in so many ways. does that ever become an impediment toward the expansion of a. i.? if. >> yes. yes, interesting we heard so much about bitcoin can and heaping on a.i.. it does. and so we want to look for companies that will enable lower power, some of it the memory side, memory component and then actually super me crow companies like that -- super micro, they're coming out with liquid cooling. blackwell will feature something called liquid cooling alongside super micro building those systems. so if you look at a the intricacies of this across the board, the supply chain, everyone is working very hard to solve that problem, and i think it'll be quite lucrative to find those opportunities
so by the end of this year, the word is blackwell. charles: you know, when bitcoin was hot a few years ago, it cooled off quickly because everyone complained about the power consumption. i was reading today to that to be able to achieve the power consumption that a.i. will drain it if our system, or we'd need help from china, from rare earth materials in so many ways. does that ever become an impediment toward the expansion of a. i.? if. >> yes. yes, interesting we heard so much about...
0
0.0
May 18, 2024
05/24
by
CNNW
tv
eye 0
favorite 0
quote 0
>> i am victor blackwell. thank you you've got my full interview with the president of morehouse, dr. david thomas. of course, he told me why he resisted calls to rescind an invitation for president biden to speak at a commencement tomorrow. also, what the threshold is for him to step in an ended potentially in the middle of the president's address. so we'll talk about that also, a new low for diddy, a new concerns for what cassie ventura went through after the video of him assaulting her. will there be any legal accountability? we'll discuss that in this new cdc shut study shows that there's an increase in people drowning especially people of color. the first black woman to make the us olympic swim team now has a mission to teach kids of color to swim marissa correia mcclendon is going to join us coming up in the next hour event just to have a good show. thank you very much. let's get started right now well first of all, black voter turnout influences presidential elections and well, atlanta influences everyt
>> i am victor blackwell. thank you you've got my full interview with the president of morehouse, dr. david thomas. of course, he told me why he resisted calls to rescind an invitation for president biden to speak at a commencement tomorrow. also, what the threshold is for him to step in an ended potentially in the middle of the president's address. so we'll talk about that also, a new low for diddy, a new concerns for what cassie ventura went through after the video of him assaulting...
0
0.0
May 22, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
does it relate to the new blackwell chip? maribel: it is a long and short game. one thing we like about nvidia's strategy is that it is not just a hardware play but they will build a software revenue stream around it, and they are vertically integrated. when you look at health care, manufacturing, they have the ability to not just apply ai as use in chips to think about the industry perspective around ai, which means they can be part of the develpment cycle for a long time. really the issue is the one time of the blackwell chip and the two-timing of when they charge software revenue they are talking about, having additional a software revenue stream. it is a smart move for the company to diversify themselves being hardware and software. having very specific in a prize software to create -- very specific enterprise software is the way we will be looking at it over the coming years. having said that, people are excited about hardware, that number drives billions in an organization. really, the timing of when this happens, people are constantly expecting them to out
does it relate to the new blackwell chip? maribel: it is a long and short game. one thing we like about nvidia's strategy is that it is not just a hardware play but they will build a software revenue stream around it, and they are vertically integrated. when you look at health care, manufacturing, they have the ability to not just apply ai as use in chips to think about the industry perspective around ai, which means they can be part of the develpment cycle for a long time. really the issue is...
0
0.0
May 18, 2024
05/24
by
CNNW
tv
eye 0
favorite 0
quote 0
>> i am victor blackwell. thank you you've got my full interview with the president of morehouse, dr. david thomas. of course, he told me why he resisted calls to rescind an invitation for president biden to speak at a commencement tomorrow. also, what the threshold is for him to step in an ended potentially in
>> i am victor blackwell. thank you you've got my full interview with the president of morehouse, dr. david thomas. of course, he told me why he resisted calls to rescind an invitation for president biden to speak at a commencement tomorrow. also, what the threshold is for him to step in an ended potentially in
0
0.0
May 21, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
pocket in between some of the more sophisticated chips that they made from nvidia moving on to grace blackwell and amazon causing the ones on the less sophisticated grace hopper. does that matter more, the who's buying, who's not then fed policy right now? kristina: for the tech sector perhaps, it is nvidia. when we look at what is likely to help markets move forward, it is rate cuts. the reality is that impacts the tech sector in particular because typically when we see higher yield, that exerts downward pressure on technology stocks and vice versa. the higher valuation names are more sensitive. i think that right now is important. nvidia is important for semiconductors, for the tech sector, but right now, there is a wait on for central banks to start cutting. we've gotten a few little cuts so far -- the swiss national bank -- but now we are ready for more. i look at it this way. as a parent of teenagers, a son who went through the college process a couple years ago, he got into school off the waitlist. some got in early decision. we all wound up graduating at the same time with the same degr
pocket in between some of the more sophisticated chips that they made from nvidia moving on to grace blackwell and amazon causing the ones on the less sophisticated grace hopper. does that matter more, the who's buying, who's not then fed policy right now? kristina: for the tech sector perhaps, it is nvidia. when we look at what is likely to help markets move forward, it is rate cuts. the reality is that impacts the tech sector in particular because typically when we see higher yield, that...
0
0.0
May 22, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
if the size is growing then you need a bigger cluster and probably a blackwell series will have poor performance. google said their dpu six is five times faster than their dpu five. what is it tell you you know the performance increases are there and if you're a hyper scalars that's buying $10 million of nvidia chips you wouldn't want to see that higher performance -- you would want to see that high-performance chip. all of that is a risk. in the end nvidia has a 50% exposure to hyper scalars and these are very concentrated customers. five to six customers on their data center revenue. >> they still have some dependency on china. china cannot have the most sophisticated chips. we hear anything about exposure there? >> we know that's going down its most mid-single digit but that is a market where they could seen upside surprises. every company is straining their own llm's. it comes down to training market. how big is the training market and how clear is it there. i would say the top six are based out of the united states and the next five are in china. but if nvidia cannot sell their
if the size is growing then you need a bigger cluster and probably a blackwell series will have poor performance. google said their dpu six is five times faster than their dpu five. what is it tell you you know the performance increases are there and if you're a hyper scalars that's buying $10 million of nvidia chips you wouldn't want to see that higher performance -- you would want to see that high-performance chip. all of that is a risk. in the end nvidia has a 50% exposure to hyper scalars...
0
0.0
May 29, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
you know, these chips, like the latest chips, blackwell has 200 billion transactions. so this is some of the most complicated things that humans have designed. but these chips have to be designed by software. they can't be designed manually. so that is the software we make and products to design these chips. and we have had a long partnership with nvidia in over 20 years. it has picked up over the last several years given all the a.i. acceleration. and also announced a new product in april, you know, blackwell is a 200 billion transaction. they can now design five times bigger chips. that's several generations of these next generation chips. >> but you make the point over and over again as someone who -- we say oh wait a second, you say they're too small to do it by hand. so they are done mathematically. now wait a second, how do you do something mathematically? >> well, it's a combination of computer science and math applied to physics. that's what we call computation software, the algorithms that actually physically realizes an idea that an engineer has, a designer h
you know, these chips, like the latest chips, blackwell has 200 billion transactions. so this is some of the most complicated things that humans have designed. but these chips have to be designed by software. they can't be designed manually. so that is the software we make and products to design these chips. and we have had a long partnership with nvidia in over 20 years. it has picked up over the last several years given all the a.i. acceleration. and also announced a new product in april, you...
0
0.0
May 31, 2024
05/24
by
KTVU
tv
eye 0
favorite 0
quote 0
just finished lunch at this taqueria and was walking back to campus along stevenson boulevard , near blackwell road in fremont. >> forgive me, it scared the #### out of me, and i'm being polite. because not knowing really what happened to matthew, his buddy, he was so shooken up, he couldn't go back to school. he went home, josh stuck it out, and, but it scared. scared the #### out of us. >> the fremont unified school district confirms the group was hit by projectiles from a gel gun. and is investigating our immediate reaction is to focus on the response and focus on the student safety and the staff safety. >> certainly an issue of concern . we have a wonderful school district and a wonderful community here in fremont, and these incidents are not typical. >> fremont police are also investigating and say the gel beads were fired from a vehicle traveling northbound on blackwell road. other than bruising, no serious injuries are reported. >> if i moved my arm, i would have got hit right in the side, but glad i had my arm down. >> josh's dad says. if caught, the guilty party needs to face serious
just finished lunch at this taqueria and was walking back to campus along stevenson boulevard , near blackwell road in fremont. >> forgive me, it scared the #### out of me, and i'm being polite. because not knowing really what happened to matthew, his buddy, he was so shooken up, he couldn't go back to school. he went home, josh stuck it out, and, but it scared. scared the #### out of us. >> the fremont unified school district confirms the group was hit by projectiles from a gel...
68
68
May 17, 2024
05/24
by
CNNW
tv
eye 68
favorite 0
quote 0
now, see in an anchor, victor blackwell, first of all, we're always excited to have viktor on the show. this morning. great to see you even more exciting because you've spoken to the president of morehouse extensively about what's going on this weekend yeah. >> good morning, john. we spoke for about an hour. i spoke with the president of morehouse college, dr. david thomas, which is an historically black men's college here in atlanta and there have been a lot of passions on and around campus about this invitation for president biden to deliver the commencement address on sunday as we've seen on other campuses, students, faculty, and alumni, who oppose the support for israel and their war with hamas and the handling of the situation in gaza. there have been no encampments on more houses campus, but there is an expectation that there may be some protests on sunday. now, the president told me that he will not impede silent protest. he says that if the students were to stand and turn their backs on the president during his speech, he would be embarrassed, but that's not their problem if th
now, see in an anchor, victor blackwell, first of all, we're always excited to have viktor on the show. this morning. great to see you even more exciting because you've spoken to the president of morehouse extensively about what's going on this weekend yeah. >> good morning, john. we spoke for about an hour. i spoke with the president of morehouse college, dr. david thomas, which is an historically black men's college here in atlanta and there have been a lot of passions on and around...
0
0.0
May 22, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
he's going to say this whole idea of blackwell, all these people nipping at our heels, other than a very good ben righteous piece this morning about why you would buy amd off the microsoft a.i. pc, because that's who's in there, they're just going to try to -- they're going to say, look, we're not where everybody else is. we're just a step -- you can't do video without us. you can't get the robots without us nvidia is show and tell tonight for the future as opposed to the quarter. >> as for amazon, the other big news pieces today are a.i. revamp of alexa, which our kate rooney just brought us >> thank heavens >> $17 billion in datacenter investment in spain. one of the biggest tech investments in all of southern europe >> you have to be overseas by the way, this is what -- jensen's been begging people to do sovereign a.i., which is something that's kind of been forgotten. remember, santander, biggest bank in europe spain's made a major move. when i spoke with the amazon people about alexa, i said, you know, alexa sounds like she's an inmate on seroquel it's the most preferred drug for pe
he's going to say this whole idea of blackwell, all these people nipping at our heels, other than a very good ben righteous piece this morning about why you would buy amd off the microsoft a.i. pc, because that's who's in there, they're just going to try to -- they're going to say, look, we're not where everybody else is. we're just a step -- you can't do video without us. you can't get the robots without us nvidia is show and tell tonight for the future as opposed to the quarter. >> as...
0
0.0
May 21, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
you can sell it on this or say they must be very close to having a blackwell. i know the blackwell -- one of the things jensen has said over and over again, this is not 386 to 486 where you shouldn't order the 386 because the 486 -- you can make it work. they all work together. who is first in line? amazon. now, zuckerberg has tried very hard to be first in line. oracle wants to be first in line. i don't want to sell nvidia when the greatest companies of our time want to be first in line. no. that's like anthony edwards. you have the final four of the nba and they all are like who is trying to get the chips. amazon will get the chips. >> we haven't touched on palo alto which is obviously lower. there's still comments about how the stock needs to reset or this was just one chapter toward recovering. >> this is how much the stock was up going in. there were a couple of guys who raised numbers to where they couldn't be on friday. that's an old tactic. a guy with a hold who raised numbers where you can't be beaten is a guy that wants a stock to go down. that's a ti
you can sell it on this or say they must be very close to having a blackwell. i know the blackwell -- one of the things jensen has said over and over again, this is not 386 to 486 where you shouldn't order the 386 because the 486 -- you can make it work. they all work together. who is first in line? amazon. now, zuckerberg has tried very hard to be first in line. oracle wants to be first in line. i don't want to sell nvidia when the greatest companies of our time want to be first in line. no....
0
0.0
May 11, 2024
05/24
by
CNNW
tv
eye 0
favorite 0
quote 0
first of all, with victor blackwell is up next. what do you have i have gone down a rabbit hole on this story and honestly, i don't know how much deeper it goes. >> it could go far deeper. the question here was nearly a quarter billion dollars donation to when hbcu from a young hemp farm ceo a fake there are some really serious questions about it. we'll talk you through all of the twists and turns this would have been the largest donation to an hbcu ever. will it happen? >> plus y, the supreme court is being asked to weigh in on a fight over a congressional map. >> it's between louisiana voters, black voters, and a group of self-described non-black voters who argue that another majority black district impacts their personal dignity. will explain that one as well. and of course, we remember the racial reckoning in after the murder of george floyd four years ago this month, back in 2021, school board in virginia, remove the names of confederate leaders from two schools, including stonewall jackson high school. but do you know this we
first of all, with victor blackwell is up next. what do you have i have gone down a rabbit hole on this story and honestly, i don't know how much deeper it goes. >> it could go far deeper. the question here was nearly a quarter billion dollars donation to when hbcu from a young hemp farm ceo a fake there are some really serious questions about it. we'll talk you through all of the twists and turns this would have been the largest donation to an hbcu ever. will it happen? >> plus y,...
0
0.0
tv
eye 0
favorite 0
quote 0
and this struggle for germany using sanctions, blackwell and threats, military force. this is a struggle for passive era, and it is clear then the struggle we see the best grasp and all this illegitimate methods. in general, the agony of the will order that the us as imposing it is still imposing on everyone is beginning phone. yeah, sorry, sorry, i never was a giving a speech in the context of the root causes of the ukraine complex and he gave a thing. so overview, all of the expansion of nights i since the collapse of the soviet union and really the dissolution of the wholesale parts. and he said he's been you since then as a vehicle for the extension of us a gemini, of a world politics. now he said this when i don't need a very famous statement, do you remember no one in east? i think i have some examples. he says that us spaces in germany, for example, are being used as a keep bowling under pressure and teach germany on the washington sphere of influence. he saw i took the case of the knoll speaking to pipelines. i have to at least empty christ to washington fuels.
and this struggle for germany using sanctions, blackwell and threats, military force. this is a struggle for passive era, and it is clear then the struggle we see the best grasp and all this illegitimate methods. in general, the agony of the will order that the us as imposing it is still imposing on everyone is beginning phone. yeah, sorry, sorry, i never was a giving a speech in the context of the root causes of the ukraine complex and he gave a thing. so overview, all of the expansion of...
32
32
May 23, 2024
05/24
by
BBCNEWS
tv
eye 32
favorite 0
quote 1
stayed sustainable through two h 200 and likely into blackwell which is being introduced later this year and the company mentioned they will generate with positive development. it confirm the comments we have heard from customers, primarily people like amazon and microsoft, that they are upping their ai capital even further and quicker to meet growing demand. through to 2024 and into 25. what is the logic behind announcing the stock split? hat announcing the stock split? not announcing the stock split? not a whole lot _ announcing the stock split? not a whole lot of _ announcing the stock split? iifrt a whole lot of rationales that. i think this is just to make the retail investors have more access to the shares. it should not change the company fundamentally. 50 not change the company fundamentally.- not change the company fundamentall . ., ., fundamentally. so more retail investors can _ fundamentally. so more retail investors can participate. - fundamentally. so more retail investors can participate. is i investors can participate. is there any stopping nvidia? at present more competi
stayed sustainable through two h 200 and likely into blackwell which is being introduced later this year and the company mentioned they will generate with positive development. it confirm the comments we have heard from customers, primarily people like amazon and microsoft, that they are upping their ai capital even further and quicker to meet growing demand. through to 2024 and into 25. what is the logic behind announcing the stock split? hat announcing the stock split? not announcing the...
0
0.0
tv
eye 0
favorite 0
quote 0
things might change after november or us november's election of america and a private estate contractor blackwell. this is an less sensible, sent to train, is not going to change the outcome. so keep it made by a statement of the rates of interview with the top of costs, and we've got a lot of the much more analysis on the compet covered on all websites of seat going be so that check that out and we'll be back let's, i'll do the out the a, the same rom just don't have to shape house because the after and engagement equals the trail. when so many find themselves will support. we choose to look for common ground, the the, the other you live on up what sky o'neill slow was the when you talk with bob, bob got them for the, for the book. the job, by the way, if of the money for the theater, if i've who do i have to move it to that but he just gets the attendance like the assessor with really a couple i get those go for need a lot more to the door. so familiar with that, but yeah, i don't know for sure, but just an area that making some idea and then we can see it on there with which assessment when yo
things might change after november or us november's election of america and a private estate contractor blackwell. this is an less sensible, sent to train, is not going to change the outcome. so keep it made by a statement of the rates of interview with the top of costs, and we've got a lot of the much more analysis on the compet covered on all websites of seat going be so that check that out and we'll be back let's, i'll do the out the a, the same rom just don't have to shape house because the...
14
14
May 21, 2024
05/24
by
BLOOMBERG
tv
eye 14
favorite 0
quote 0
ed: what you did with blackwell and other products, you innovated by saying let's combine gpu, cpu. is that the next iteration for ai pc? you say here's the cpu that goes with it? >> we want to support every cpu the world makes. there are places like x 86. there are places that support arm. we support arm. we went to ifc, the top most energy-efficient supercomputers in the world are powered by greece hoppers. wherever it makes sense we will support the right cpus. tom: the ceos of nvidia and dell speaking exclusively to bloomberg's ed ludlow in las vegas. ai is a key theme of a new report just released the ranks of the world's top corporations on the resilience focuses on finance, autos and consumer goods companies. the top ranking organizations are prioritizing innovation to meet the growing expectations of today's customers. let's bring in howard here, professor at the imd business school for the take on this list, this ranking dropping today. thank you for joining us. what stood out to you in terms of the resilience or the lack of resilience across these corporations? >> competit
ed: what you did with blackwell and other products, you innovated by saying let's combine gpu, cpu. is that the next iteration for ai pc? you say here's the cpu that goes with it? >> we want to support every cpu the world makes. there are places like x 86. there are places that support arm. we support arm. we went to ifc, the top most energy-efficient supercomputers in the world are powered by greece hoppers. wherever it makes sense we will support the right cpus. tom: the ceos of nvidia...
0
0.0
May 17, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
they are going through a transition to more powerful chips that go under the name blackwell. a lot are worried the transition could be hazardous. who would buy the old ones when they knew ones are coming? that's what people will do with semiconductors. the old chips here are quite capable when you stack them together to doing amazing things. they are not worthless. they are not outmoded. all that said, i expect volatility around the quarter. i want tell you to buy it monday. this is no trade. my mantra is the same. own it, don't trade it. only apple is in that class. you want controversy? health beauty. the maker of an aspect of makeup is taking the word by storm. we have the ceo on the so and i think health has a lot more. they only have a small piece of the cosmetics business and i've been recommending it, others have been shorting it. snowflake and vf corp. . both have new ceos. ramaswamy took over and what i'm still not sure is how the company is doing. they are doing a major deal with a startup firm or artificial intelligence exposure. in light of logitech, he's still tr
they are going through a transition to more powerful chips that go under the name blackwell. a lot are worried the transition could be hazardous. who would buy the old ones when they knew ones are coming? that's what people will do with semiconductors. the old chips here are quite capable when you stack them together to doing amazing things. they are not worthless. they are not outmoded. all that said, i expect volatility around the quarter. i want tell you to buy it monday. this is no trade....
0
0.0
May 20, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
. >> what you did with blackwell and other products is you innovated by saying let's combine g.p.u. with c.p.u. is that the next iteration for you with a.i., here's the nvidia c.p.u. that goes with it? >> we want to support every c.p.u. the world makes. there are places with r86, we support those. others support arm. so wherever it makes sense we'll support the right c.p.u.'s. haidi: michael dell and jensen hahn speaking to us from las vegas. there is one big story, nvidia and the ability of this one stock which ignited the entire broader market, if that can continue, as the expectations for a.i. and this stock in particular keep building and building and building. this is the main story we continue to watch. a little downside for s&p futures. trading pretty flat at the moment. it is a mixed picture in asia as we get into the start of trading in about five minutes. we are seeing in particular a little bit more weakness, really across the board when you talk about tech stocks or industrials as well. this is bloomberg. because with the right mobility solutions, the path to success is
. >> what you did with blackwell and other products is you innovated by saying let's combine g.p.u. with c.p.u. is that the next iteration for you with a.i., here's the nvidia c.p.u. that goes with it? >> we want to support every c.p.u. the world makes. there are places with r86, we support those. others support arm. so wherever it makes sense we'll support the right c.p.u.'s. haidi: michael dell and jensen hahn speaking to us from las vegas. there is one big story, nvidia and the...
0
0.0
May 20, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
and they have another one coming out, blackwell. analysts believe there's going to be so much demand, even leading up to the next iteration, that the love fest will continue on. >> i should say, jeff is not part of the love fest. >> momentum trade. here's a name that everyone is already in, and that's why you haven't seen as much movement leading up to the earnings date, which previously, i think it was just last quarter, you did see more of a negative result going into it. so i think the magnitude, we're going to see a b. it's the magnitude. if they're going to increase their guidance going forward, that's really going to be the barometer of where the stock is going in the short term. then june 2nd and 3rd. that's the big one for our audience. there's going to be something. >> thank you, kristina. great to have you here... eang ospkif ai, openai announcing risks. we'll get the key details in tech check up next. and electricity... are forever in bloom. welcome to beyond. the mercedes-maybach eqs suv. (vo) what does it mean to be ric
and they have another one coming out, blackwell. analysts believe there's going to be so much demand, even leading up to the next iteration, that the love fest will continue on. >> i should say, jeff is not part of the love fest. >> momentum trade. here's a name that everyone is already in, and that's why you haven't seen as much movement leading up to the earnings date, which previously, i think it was just last quarter, you did see more of a negative result going into it. so i...
0
0.0
May 9, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
the most sophisticated trading ship on the planet, grace blackwell, that is based on arm. caroline: so you are managing to think that you will be the server play as well as the pc play and the cell phone play. i want to focus on the cell phone play. how are we looking from the smartphone perspective? is the market looking strong? we have many mixed messages coming from china for example. rene: overall what we have seen in the smartphone market has been a good growth rate in terms of royalties. our version nine which is now being used in many of the premium mobile phones, that drives a higher royalty rate for arm. there are some complex cpus that go into that that is better for arm. one of the things we are seeing with not just the smartphones is that as the ai models are moving so fast, the hardware cannot keep up with the software. the software innovation is happening so quickly that by the time the hardware is ready to run those models, everyone wishes they had more performance and more efficiency. what does that mean for arm? it is driving growth in the licensing activi
the most sophisticated trading ship on the planet, grace blackwell, that is based on arm. caroline: so you are managing to think that you will be the server play as well as the pc play and the cell phone play. i want to focus on the cell phone play. how are we looking from the smartphone perspective? is the market looking strong? we have many mixed messages coming from china for example. rene: overall what we have seen in the smartphone market has been a good growth rate in terms of royalties....
0
0.0
May 28, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
. >> blackwell, david, kind of like plastics. blackwell. >> by the way, the next version -- i remember when jensen -- he was musing about something and i was trying to pin him down well, there's a 20-year plan here it started 20 years ago. it's not like he woke up and said let's do this in 2004 he had this plan. >> no shortage of capital going toward any startup made up of former nvidia engineers who say they're going to be able to do something to compete >> going to have so much capital. when ithrew out the first ball i started at 20 feet, 30 feet, 40 feet, 50 feet, 60 feet, so i threw a strike did he naturally throw a sfliek. >> first of all, you were nowhere near 60 feet i'm the idiot who tried to throw from the mound. >> another useful idiot. two of them in this show >> oppenheimer today, jim, nvidia worth more than meta, tesla, netflix, amd and ibm. >> oh, my god. >> just like babe ruth >> that quarter was not initially greeted with anything other than, wow, a typical nvidia beat. as people looked at the substance of the qua
. >> blackwell, david, kind of like plastics. blackwell. >> by the way, the next version -- i remember when jensen -- he was musing about something and i was trying to pin him down well, there's a 20-year plan here it started 20 years ago. it's not like he woke up and said let's do this in 2004 he had this plan. >> no shortage of capital going toward any startup made up of former nvidia engineers who say they're going to be able to do something to compete >> going to...
0
0.0
May 13, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
nvidia remains the favorite given its control over the entire ecosystem as well as launch of its new blackwell chip for the second half of the year early whisper numbers, this is according to wells, is that it will be $26 billion for the april quarter, total revenue, versus the street estimates at $25.5 billion right now. so out of that $26 billion, at least $23 billion has to come specifically from data center revenues and you were talking about valuations analysts keep revising their estimates surprisingly for nvidia just leading up to this report stock trading compared to arm, which is way higher, but what is important for this company is how the stock reacts post earnings last year there was like 24% that will pull more money into semis. or does it go lower and drive momentum out and maybe into software >> thank you, appreciate that. hard to find people getting negative ahead of the print on the 22nd adam parker who i think has gotten more cautious/negative on mega cap tech won't go there when it comes to nvidia. still bullish there. jeffries says that bullpullbacks the time to reload too
nvidia remains the favorite given its control over the entire ecosystem as well as launch of its new blackwell chip for the second half of the year early whisper numbers, this is according to wells, is that it will be $26 billion for the april quarter, total revenue, versus the street estimates at $25.5 billion right now. so out of that $26 billion, at least $23 billion has to come specifically from data center revenues and you were talking about valuations analysts keep revising their...
0
0.0
May 26, 2024
05/24
by
FOXNEWSW
tv
eye 0
favorite 0
quote 0
we're joined by flags for the fallen co-brand director, colonel brent blackwell and major john lucky, lukadoo, who piloted more than two dozen missions over nazi occupied europe with the mighty eight air force. i want to go to you first, colonel. i want you to explain to us about the flags and what they symbolize. >> thanks, joey. as you said in the intro, the 26,000 flags, represent more than 26,000 airmen casualties take they the air force suffered during world war ii. we want to honor, recognize, commemorate this so three years ago a, this is the fourth year doing it it's now become bigger than just the 26,000. it represents all soldiers, sailors, airmen, marine, anyone who has given their life in service for their done you tri, we want to say this 26,000 stand for them. joey: major lucky, i want to go to you. you served with the mighty eight. what does it mean to you to see this h memorial? >> it's remarkable. becomes it does commemorate the memory of my dear friends and comrades who didn't come home. those of us who were fortunate enough to come home, such as myself, are pretty a
we're joined by flags for the fallen co-brand director, colonel brent blackwell and major john lucky, lukadoo, who piloted more than two dozen missions over nazi occupied europe with the mighty eight air force. i want to go to you first, colonel. i want you to explain to us about the flags and what they symbolize. >> thanks, joey. as you said in the intro, the 26,000 flags, represent more than 26,000 airmen casualties take they the air force suffered during world war ii. we want to honor,...
0
0.0
May 22, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
so strong, even if there is some sort of transition from the existing product and the new upcoming blackwell architecture, there's probably this layer of other customers that would be willing to get the supply. so it's not so much a concern. and then, you know, looking into the future, those new products that are coming, i think, nvidia's got quite a lot of levers to pull to continue to achieve the numbers that we're expecting. tha >> we always take nvidia as the bellwether for the ai space, but now we know it's not just the chip scalers coming back from the hypercenters or data centers. this ai kratz has also spread to other sectors, utilities, energy, power, for example. so is every sector, almost every sector basically in ai play now? how do you see it? >> i think so. so, you're right. we're seeing nvidia and others being beneficiaries of this ai trend, but as we go along and also investors are very much willing to find all the ways to playwith other chip manufacturers. also as you said, the utilities, the power generation companies are set to benefit from that. so there's an entire ecosy
so strong, even if there is some sort of transition from the existing product and the new upcoming blackwell architecture, there's probably this layer of other customers that would be willing to get the supply. so it's not so much a concern. and then, you know, looking into the future, those new products that are coming, i think, nvidia's got quite a lot of levers to pull to continue to achieve the numbers that we're expecting. tha >> we always take nvidia as the bellwether for the ai...
12
12
May 21, 2024
05/24
by
BLOOMBERG
tv
eye 12
favorite 0
quote 0
. >> what you did with blackwell and other products was you innovated by saying, let's combine gpu with cpu, is that the next iteration for you you go, here's the nvidia pcu that goes with it? >> we want to support every pcu the world makes. there are places, we support x86, there are places that perform arm -- prefer arm. we support arm. we went to the topmost energy super efficient computers in the world are powered by grace hoppers. wherever it makes sense, we will support the right cpus. haslinda: michael dell and jensen wong speaking exclusively to bloomberg's ed ludlow in las vegas. the markets keeping track of ev stocks. the auto posting its biggest drop since march 2022 on the back of first quarter sales missing estimates, deliveries of its first all ev car fell short of its own targets. the company's first quarter net income coming in at 1.3 billion yuan. analysts were looking for one point 6 billion yuan profit index according to data compiled by dash. compiled at 18%. keeping an eye on crypto spirit crypto prices have surged on signs of momentum towards u.s. approval of etf's
. >> what you did with blackwell and other products was you innovated by saying, let's combine gpu with cpu, is that the next iteration for you you go, here's the nvidia pcu that goes with it? >> we want to support every pcu the world makes. there are places, we support x86, there are places that perform arm -- prefer arm. we support arm. we went to the topmost energy super efficient computers in the world are powered by grace hoppers. wherever it makes sense, we will support the...
0
0.0
May 23, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
hopper 200 is coming and has started shipping and before the end of the year we will see blackwell 100 falling. they are putting up such velocity in production that they are making it difficult for challengers to keep up with that. there are -- they are a plant fear -- platform company. all of the networking. semiconductor analyst, we don't see a lot of these and that is why you are seeing unprecedented numbers because this artificial intelligence opportunity is a secular one and perhaps one of the largest in our lifetime. the only person i can think of over the last years who has had as much success is someone like patrick mahomes of the chiefs. just incredible. ed: franklin has a lot of exposure to nvidia. i know a lot of people at your firm call you mr. nvidia and you will probably keep your job for the time being. you have done a good job so far. he has a lot of momentum and an answer for everything. i want to be accurate on this. he is also a little bit inconsistent. the cadenced of the product cycle is one new generation of accelerator per year and he talks about how the h 100 ge
hopper 200 is coming and has started shipping and before the end of the year we will see blackwell 100 falling. they are putting up such velocity in production that they are making it difficult for challengers to keep up with that. there are -- they are a plant fear -- platform company. all of the networking. semiconductor analyst, we don't see a lot of these and that is why you are seeing unprecedented numbers because this artificial intelligence opportunity is a secular one and perhaps one of...