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Mar 19, 2024
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of this gpu's.hat is what i was excited about when i looked at the keynote yesterday. caroline: it is perhaps an impact on rival chip companies. md is one of the worst performance of the day. does this mean to have it all locked up? with the new paradigm shift to inference and the hyper scalars ought to be making their own chips, does that longer term competitive issue? antoine: i think nvidia's competition will thrive because demand is so strong at the moment. everybody will continue to buy as much as they can until the end of next year. that does not mean they will challenge the dominance of nvidia. that will make room for alternatives. at this point in time we step aside in both nvidia and amd. the uncertainty beyond 2025 means the risk-reward ratio is getting thinner and thinner as the stocks keep having a run. what happens beyond 2025 nobody knows. it depends on the performance of next generation, larger models, and adoption and monetization of ai. i would say there is room for challengers like
of this gpu's.hat is what i was excited about when i looked at the keynote yesterday. caroline: it is perhaps an impact on rival chip companies. md is one of the worst performance of the day. does this mean to have it all locked up? with the new paradigm shift to inference and the hyper scalars ought to be making their own chips, does that longer term competitive issue? antoine: i think nvidia's competition will thrive because demand is so strong at the moment. everybody will continue to buy as...
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Mar 18, 2024
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gpu per year for a license.this is a way to monetize software, a reoccurring source of revenue for nvidia on top of the hardware they're already selling. >> all right, kristina, thank you. kristina partsinevelos. repou rebound oaf f a percent. we were worried about the pull forward, overordering, but this addresses this problem. >> recurring revenue is why ibm got that premium valuation, because they had visibility with the recurring revenue stream. so, clearly, that's a good thing, and that's another plus in terms of why you can wrap your head around this on valuation and the stock is actually bouncing in kind on the back of that. >>> there's a lot more "fast money" to come. here's what's coming up next. >> prepping for powell. oil, metals, and rates all on the move. as investors await the fed's next decision. what to expect out of the central bank'spolicy meeting. >>> plus, a carbonated call on pepsi. shares of the sodamaker bubbling higher after a big bullish note on wall street. the fizz on this biz, next. y
gpu per year for a license.this is a way to monetize software, a reoccurring source of revenue for nvidia on top of the hardware they're already selling. >> all right, kristina, thank you. kristina partsinevelos. repou rebound oaf f a percent. we were worried about the pull forward, overordering, but this addresses this problem. >> recurring revenue is why ibm got that premium valuation, because they had visibility with the recurring revenue stream. so, clearly, that's a good thing,...
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Mar 19, 2024
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we need bigger gpus.o, ladies and gentlemen, i would like to introduce you to a very, very big gpu. this is hopper. hopper changed the world. this is blackwell. >> nvidia says the blackwell processing unit will massively increase the computing power driving a.i. and large language models. shares are down today, but they are up more than 11% since march 1st leading up to the keynote. we'll hear more from jensen huang in the cnbc exclusive interview coming up at 10:00 a.m. >>> in washington, u.s. lawmakers and white house have reached a handshake deal to keep the government fully funded through september 30th and now must race to make it official before this friday's shutdown deadline. according to the report, the deal came late last night after negotiators were able to resolve funding for the department of home homeland security. >>> one of the national security officials is set to hold a closed door briefing today with top senate commerce and intel committee members about the threats posed by tiktok. this
we need bigger gpus.o, ladies and gentlemen, i would like to introduce you to a very, very big gpu. this is hopper. hopper changed the world. this is blackwell. >> nvidia says the blackwell processing unit will massively increase the computing power driving a.i. and large language models. shares are down today, but they are up more than 11% since march 1st leading up to the keynote. we'll hear more from jensen huang in the cnbc exclusive interview coming up at 10:00 a.m. >>> in...
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Mar 19, 2024
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as you said, they have this new gpu, _ as you said, they have this new gpu, which— as you said, theyship to accelerate ai, and then importantly but not quite as sexy— importantly but not quite as sexy and _ importantly but not quite as sexy and not quite as well understood, they have this software innovation that are going — software innovation that are going to _ software innovation that are going to help make the process of companies using generative ai of companies using generative at which— of companies using generative ai which in turn use their chips _ ai which in turn use their chips easier, and that is going to be — chips easier, and that is going to be a — chips easier, and that is going to be a big _ chips easier, and that is going to be a big deal for them in the — to be a big deal for them in the tong _ to be a big deal for them in the long run stop at the rock ster— the long run stop at the rock star with _ the long run stop at the rock star with his black leather jackets, _ star with his black leather jackets, no doubt. tell us a bit about— jackets, no doubt. tell us a
as you said, they have this new gpu, _ as you said, they have this new gpu, which— as you said, theyship to accelerate ai, and then importantly but not quite as sexy— importantly but not quite as sexy and _ importantly but not quite as sexy and not quite as well understood, they have this software innovation that are going — software innovation that are going to _ software innovation that are going to help make the process of companies using generative ai of companies using generative at...
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Mar 19, 2024
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it is meant to build on the success of the company �*s existing gpus which are in demand around the worldnvidia makes powerful chips that are used to develop ai technology and the blackwell is expected to allow more advanced ai models to be built. it is also expected to be a boon for the company which has ridden ai enthusiasm to the top of the market. at the developers conference in california on monday the ceo of the company called generative ai the defining technology of our time. some of the biggest names in tech are expected to use blackwell gpus and we expect to see the technology in action later this year. bob o'donnell from technalysis research was at the event in sanjose, california. with all the anticipation built up for nvidia's latest product, he says it wasn't your typical technology conference. the atmosphere was like a rock concert. i have not seen something like this in the tech industry in quite some time. some people were making analogies to the early days of steve jobs but the buzz was in the air and the feel of the event was very much like a concert. and jensen was a ro
it is meant to build on the success of the company �*s existing gpus which are in demand around the worldnvidia makes powerful chips that are used to develop ai technology and the blackwell is expected to allow more advanced ai models to be built. it is also expected to be a boon for the company which has ridden ai enthusiasm to the top of the market. at the developers conference in california on monday the ceo of the company called generative ai the defining technology of our time. some of...
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Mar 19, 2024
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some of the biggest names in tech are expected to use these gpus and we expect to see the technologyn action later this year. bob o'donnell from technalysis research was at the event in sanjose, california. with all the anticipation built up for nvidia's latest product, he says it wasn't your typical technology conference. the atmosphere was like a rock concert. i have not seen something like this in the tech industry in quite some time. some people were making analogies to the early days of steve jobs but the buzz was in the air and the feel of the event was very much like a concert. and jensen was a rock star. he presented many times in the past but this was clearly his moment and he was soaking it up because the company is on top of the world right now. everyone wants to know what are they going to do? they have a new blackwell gpu, the latest chip to accelerate ai and then, importantly, not quite as sexy nor as well understood, they had software innovations that will help to make the process of companies using generative ai which use their chips easier and that will me a big deal
some of the biggest names in tech are expected to use these gpus and we expect to see the technologyn action later this year. bob o'donnell from technalysis research was at the event in sanjose, california. with all the anticipation built up for nvidia's latest product, he says it wasn't your typical technology conference. the atmosphere was like a rock concert. i have not seen something like this in the tech industry in quite some time. some people were making analogies to the early days of...
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Mar 19, 2024
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i'm commenting on the cost of gpus. supply is increasing because so many vendors are coming to the market with their own variants. there's just -- there's been so much demand for these, and supply will increase this year. we're already seeing it when we talk to the folks that sell these. before, it was you have to commit to me and buy lots of them three years in advance and pay for it in 24/7. now negotiations are lightening up saying just commit to one year, or buy it for six months and the prices have come down in the negotiations. so that is happening. now, nvidia is on a tear, and there's no doubt about it. >> ali, what industry do you expect we'll see the needle moving productivity gains in ai show up at the macro level first? >> it's already happening in customer service. that's the most obvious one, right? we're also seeing it now start affecting financial services. so financial services are using this generative ai model to sift through massive amounts of financial documents. s.e.c. filings and so on and just ex
i'm commenting on the cost of gpus. supply is increasing because so many vendors are coming to the market with their own variants. there's just -- there's been so much demand for these, and supply will increase this year. we're already seeing it when we talk to the folks that sell these. before, it was you have to commit to me and buy lots of them three years in advance and pay for it in 24/7. now negotiations are lightening up saying just commit to one year, or buy it for six months and the...
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Mar 19, 2024
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while this generation of gpus and the next generation of gpus is the key to generating all this ai-activitywhy this has been such a celebration of ai at this conference, the technology is moving very fast. i'll break some news for you. microsoft just released a research paper that says they think they can build a one byt-llm that is an order of magnitude more efficient. what that means is we may be running inference on cpus in a couple of years or custom chips in a couple of years. these are not nvidia's markets. and so, if things are moving that fast and the direction they're headed is far more efficient models, it's very hard to have visibility two years out for this company. >> to build a large language model that operates on a simpler, less nvidia dependent chip structure? >> exactly. in fact, it's probably going to run on our device, hand set or pc where nvidia market share is far lower and the cost of the chips is far lower. and that's where we're really going to get the interesting tools. we talked about apple, the distance between us and where we are with apple and apple having a fu
while this generation of gpus and the next generation of gpus is the key to generating all this ai-activitywhy this has been such a celebration of ai at this conference, the technology is moving very fast. i'll break some news for you. microsoft just released a research paper that says they think they can build a one byt-llm that is an order of magnitude more efficient. what that means is we may be running inference on cpus in a couple of years or custom chips in a couple of years. these are...
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Mar 20, 2024
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today is day three of the nvidia gpu technology conference. one of the biggest tech conferences in the u.s. all those attendees have cash registers ringing in downtown san jose and that event is expected to bring in 16,000 people to town, over four days, and all the places to stay, eat and be entertained. local businesses say it is starting to feel like old times again. >> today, 86 . we will be about 200 covers today. with the convention. we will try to take care of people who are walk-ins. >> there are some huge events on the horizon for the area . in 2026, nearby levi's stadium will host not only super bowl lx , but will also host have half a dozen world cup games. >>> this wired wednesday, let's talk artificial intelligence and highlight the best parts of the nvidia a.i. conference so far. we will chat about apple possibly implementing google's a.i. and youtube requiring video creators and add new a.i. labels in an effort to be more transparent. joining us is the video host and producer for cnet. let's start with nvidia hosting the confere
today is day three of the nvidia gpu technology conference. one of the biggest tech conferences in the u.s. all those attendees have cash registers ringing in downtown san jose and that event is expected to bring in 16,000 people to town, over four days, and all the places to stay, eat and be entertained. local businesses say it is starting to feel like old times again. >> today, 86 . we will be about 200 covers today. with the convention. we will try to take care of people who are...
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Mar 19, 2024
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it should cost roughly $4,500 per gpu, per year. nvidia and makes switching cost as a lot higher. nvidia wants to be your one-stop shop. stock reacting down 2% this morning and saw a sell-off just post the event. much of this news was somewhat priced into stock. the stock has been up about 82% in the last two months. there were no specifics around the chip pricing, margin impact, or even the supply chain. so those are some factors as to maybe why you're seeing the sell the news kind of event. jim cramer, they're setting up all the way down behind me, will have a sit-down with jenison wong today on "squawk on the street" as well as "mad money" tonight and tomorrow. becky? >> kristina, i guess that big issue, though, the idea of them becoming much more than just a chip company, adding software to the mix. that's a pretty big transition, potentially. >> yeah, so they've always had software part of the mix, but now it's just a different steps, layers, so that you're not only using their cuda developer software program, but their etherne
it should cost roughly $4,500 per gpu, per year. nvidia and makes switching cost as a lot higher. nvidia wants to be your one-stop shop. stock reacting down 2% this morning and saw a sell-off just post the event. much of this news was somewhat priced into stock. the stock has been up about 82% in the last two months. there were no specifics around the chip pricing, margin impact, or even the supply chain. so those are some factors as to maybe why you're seeing the sell the news kind of event....
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Mar 6, 2024
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many were saying that they almost have a monopoly on this category of the highest howard gpus. we just don't know how long it will play or someone else to play catch-up. this monopoly is born from years of blood, sweat and tears shed by its ceo and his team, not with the short-term brainstorms that critics will have you believe, and it's paying the next ordinary ways. i remember no one else listened. take yesterday. just when you might have thought was nvidia was going to finally rollover with the rest of tech, the company presented a healthcare reading, healthcare, standard computing science is only a real small part of the nvidia universe. there is authors. yes, nvidia is in the tesla. there is factories, trillions of dollars in business, banks, a vertical where fraud can be detected incredibly quickly by nvidia led devices. and there's sovereign ai. the end markets are practically limitless. and of course the biggest increase now has 40% of the company's business. what difference? the computer equivalent of mind reading, the kind of mind reading is undoes in order to figure
many were saying that they almost have a monopoly on this category of the highest howard gpus. we just don't know how long it will play or someone else to play catch-up. this monopoly is born from years of blood, sweat and tears shed by its ceo and his team, not with the short-term brainstorms that critics will have you believe, and it's paying the next ordinary ways. i remember no one else listened. take yesterday. just when you might have thought was nvidia was going to finally rollover with...
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Mar 18, 2024
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nvidia has to convince people they are not just slinging gpus, it's a system they offer, and amd maderogress with their own software but not as far along nearly as nvidia. >> yeah, and the developers are already using this type of software, and they are switching costs and learning what would be difficult to go on to any other type of software ecosystem, and it inkpcampuses, the entire datacenter infrastructure. they believe every infrastructure out there that data centers will need to be revamped to accommodate the processing for ai. that's why the number is so high and can go from 1 to $2 trillion. what would swing the stock is if we hear a number per year, and if it's $500 billion per year for them, that would be a big mover, and reinforce the trade that ai is sustainable, and it will not be just a short-term thing, and fixed cost will be diminished in the next two years. >> kristina, thanks. do not miss nvidia huang interview on squawk on the street. >> the stock tumbled to 874. something somewhat similar this morning, 946, and the talk was op at 924, and it got down to a low of 8
nvidia has to convince people they are not just slinging gpus, it's a system they offer, and amd maderogress with their own software but not as far along nearly as nvidia. >> yeah, and the developers are already using this type of software, and they are switching costs and learning what would be difficult to go on to any other type of software ecosystem, and it inkpcampuses, the entire datacenter infrastructure. they believe every infrastructure out there that data centers will need to be...
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Mar 20, 2024
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do you think the concentration risk we talk on a customer base for things like gpu chips is overblownniel: i think the amount of compute required will continue to grow. the amount of compute and networking required, and you will see all the proprietary data. you heard justin long talking about nims. not getting too geeky about the technology but they're trying to get closer to the proprietary enterprise data, whether it's health care systems, understanding diagnostic data, financial services, understanding fraud or transaction data. building models that are more specific to industries as opposed to these large language models or image generating models using the same set of data for seemingly everyone. that market is somewhat defined already. we will want to keep increasing the compute power, reducing latency, making the experience and better but you will need compute for all of those enterprises and that enterprise opportunity is where you will see productivity gains and efficiency created but we need to see that turn into a real number. total cost of ownership and return on investme
do you think the concentration risk we talk on a customer base for things like gpu chips is overblownniel: i think the amount of compute required will continue to grow. the amount of compute and networking required, and you will see all the proprietary data. you heard justin long talking about nims. not getting too geeky about the technology but they're trying to get closer to the proprietary enterprise data, whether it's health care systems, understanding diagnostic data, financial services,...
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Mar 28, 2024
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we make available nvidia gpu's.were the first to bring this jeep used to customers through -- those gpu's to customers through aws. we have a partnership going back 13 years. i have been on stage with jensen. we have worked closely together for over a decade now. nvidia also run their own ai supercomputer on aws that we are partnering to build together which will have tens of thousands of blackwell platforms connected together with very fast interconnects. it will deliver over 400 flop's of compute power so e -- exo flops of computer power. we will build their own chips and continue to bring chips from other providers. we will continue to invest and partner with nvidia. ed: matt wood, vice president of ai product that amazon web services. i love talking about ai accelerators and chips. this is "bloomberg technology." ♪ bringing you an elevated experience, tailor-made for trader minds. go deeper with thinkorswim: our award-wining trading platforms. unlock support from the schwab trade desk, our team of passionate tra
we make available nvidia gpu's.were the first to bring this jeep used to customers through -- those gpu's to customers through aws. we have a partnership going back 13 years. i have been on stage with jensen. we have worked closely together for over a decade now. nvidia also run their own ai supercomputer on aws that we are partnering to build together which will have tens of thousands of blackwell platforms connected together with very fast interconnects. it will deliver over 400 flop's of...
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>> absolutely and test showing same or better performance with 70, 75% less gpu situation.ll be huge. right now if a company wants to build its own proprietary foundational model and power of gpu usage s with chatgpt race credits for gpus usand every version is costing millions and they've got to bring the cost down and these applications work. liz: if you don't know, these are chips. nvidia obviously in the lead here. does liquid ai use nvidia? nvidia stock hitting all-time high at this hour a more. >> they have a nice power band and making it more efficient than the current models out there and we're excited. liz: must be nice to be part of the tomato throwing contest between openai sam altman and elon musk. but this is such a rich area and you being in private equity at this moment, how does this private equity world look and you tell me it's good for you guys and right now and banks have tightened lending standards and new york community bank situation going on here and people are scared. they don't want to be stuck with bad loans on their books and that may leave real
>> absolutely and test showing same or better performance with 70, 75% less gpu situation.ll be huge. right now if a company wants to build its own proprietary foundational model and power of gpu usage s with chatgpt race credits for gpus usand every version is costing millions and they've got to bring the cost down and these applications work. liz: if you don't know, these are chips. nvidia obviously in the lead here. does liquid ai use nvidia? nvidia stock hitting all-time high at this...
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Mar 18, 2024
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stock up slightly as investors await the debut of its gpu.the company is expected to release information on pricing performance and customer demand and this comes as we are hearing about a potential ai tie up between google and apple. for more on all of this we will turn to daniel, ceo who is at the gdc conference and our own steve who joined the sunset. daniel, let me start with you. we have been going to christina all day long with her expectations. we will hear from jensen huang later in the afternoon. what you want to hear about this specific chip or anything else nvidia, frankly, going forward. this is the it stock. >> yes, there are a lot of people out there right now were thinking and speculating has nvidia topped off or is there more room to run? if you are an investor you want to hear do they have the technological modes? do they have the software lock in with the developers with what they will build for hybrid architectures that will be able to keep investors and keep the market churning with gpu's based on nvidia. we know to be 100
stock up slightly as investors await the debut of its gpu.the company is expected to release information on pricing performance and customer demand and this comes as we are hearing about a potential ai tie up between google and apple. for more on all of this we will turn to daniel, ceo who is at the gdc conference and our own steve who joined the sunset. daniel, let me start with you. we have been going to christina all day long with her expectations. we will hear from jensen huang later in the...
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Mar 19, 2024
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but that all data centers in the world are going to need to transition to these new generation gpus andt happens, this is an even bigger cycle but if you're a large corporation, you're not using some form of generative a.i. to crunch data, so we entered the era of big data in 2011, and companies are sitting on the information. how do you process it into actionable ideas that can increase productivity, revenue and profits. you're going to need to make investments into this generative a.i. so either spend the money or you get left in the dust. that's the viewpoint now. we'll see how it had plays out. i tend to think this is going to increase productivity, s&p 500 wide. i'm very, very bullish on this entire a.i. train and the trend. maria: i think i you agree with you. we have issues with interest rates, the federal reserve. the 10 year is at 4.31%, the federal reserve kicks off day one of the two day monetary policy meeting today. the fed is widely expected to hold rates steady for a fifth consecutive meeting but the futures market is still pricing in a cut to come, a 58% chance of a rate
but that all data centers in the world are going to need to transition to these new generation gpus andt happens, this is an even bigger cycle but if you're a large corporation, you're not using some form of generative a.i. to crunch data, so we entered the era of big data in 2011, and companies are sitting on the information. how do you process it into actionable ideas that can increase productivity, revenue and profits. you're going to need to make investments into this generative a.i. so...
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Mar 19, 2024
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the ceo of nvidia call called it a very, very big gpu. it's 30 times faster than the current chips.e energy efficient. it'll be available later this year. ubs says it'll cost $50,000. as i said, today is day two of this a.i. woodstock event, and investors will get more detail on the transition to these new chips. why the stock under pressure? they need to tell the financial world that they're meeting with today that they have the horsepower to maintain their lead over am if d and the other chipmakers, so they've got the goods. will people buy the goods when there's more competition. stuart: the stock's down, but it's exceptionally volatile. i don't expect it to stay down $19 all day. it'll be all over the place, presumably. we shall see. thanks, lauren. >>> turning now to politics. the race to watched today is ohio's republican senate primary. trump-backed senatorial candidate bernie moreno up against senator matt doe -- dolan who is backed by governor mike dewine. molly hemingway, what happens if trump's candidate loses? >> well, this is a very close race in ohio, so that could hap
the ceo of nvidia call called it a very, very big gpu. it's 30 times faster than the current chips.e energy efficient. it'll be available later this year. ubs says it'll cost $50,000. as i said, today is day two of this a.i. woodstock event, and investors will get more detail on the transition to these new chips. why the stock under pressure? they need to tell the financial world that they're meeting with today that they have the horsepower to maintain their lead over am if d and the other...
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Mar 1, 2024
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servers, which means more orders from gpus from nvidia, as well as amd.me lifted by deterioration and networking along with nvidia gpus supply constraints. in other words, it is struggling to get their hands on nvidia chips because they are in such hot demand. that is a positive for nvidia shares. two trillion-dollar market cap right now. >> potentially a negative four h p e which we will get into in just a second. >> positive for dell. it's all mixed up right now. >> it is all connected. >> very complex. kristina, thank you. time for today's three-stock lunch with our trades is quinn t troll founder and president of joule financial. we just talked about it, hewlett packard enterprise. kristina just mentioned. quinn, what is your trade on hp? >> wesley, thanks for having me. h p e, you've got to sell it here. it is just not for me. a mixed top, beat the bottom they have some positive comments helping the stock on the a.i. infrastructure in the future but it just seems like, maybe, they missed it here. i think the street is taking notice. i think they are
servers, which means more orders from gpus from nvidia, as well as amd.me lifted by deterioration and networking along with nvidia gpus supply constraints. in other words, it is struggling to get their hands on nvidia chips because they are in such hot demand. that is a positive for nvidia shares. two trillion-dollar market cap right now. >> potentially a negative four h p e which we will get into in just a second. >> positive for dell. it's all mixed up right now. >> it is...
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Mar 19, 2024
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i don't want to live and die based on how many gpus microsoft feels like buying this quarter. >> fair enough. >> i don't want my portfolio -- i'm not hunting down my next tech stock, and i don't think that's really where the puck is headed right now. there are hundreds of incredible looking charts, stocks breaking out, companies that sell industrial equipment, companies that make hamburgers. it is a target rich environment right now, and you don't need to be a slave to the big five or to semiconductors. >> jim, the march global fund manager survey saying what josh is saying. the long magnificent seven. they believe, or at least 40% of people, believe in the survey that a.i. stocks are in a bubble. 45% say no. so fairly evenly split. >> and this is extending what josh said, the market is not in a bubble. you can talk about what the market multiple is and it's obviously inflated by the mag seven or portions of it, but if you look at sectors outside of technology, they're doing extraordinarily well. energy is up 10%. on the year to date. and if we weren't talking about nvidia up 75%, we'
i don't want to live and die based on how many gpus microsoft feels like buying this quarter. >> fair enough. >> i don't want my portfolio -- i'm not hunting down my next tech stock, and i don't think that's really where the puck is headed right now. there are hundreds of incredible looking charts, stocks breaking out, companies that sell industrial equipment, companies that make hamburgers. it is a target rich environment right now, and you don't need to be a slave to the big five...
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Mar 19, 2024
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it's called the blackwell, and it's meant to build on the successes of the company's existing gpus, whichdia makes powerful chips that are used to develop ai technology, and the blackwell is expected to allow more advanced ai models to be built. it's also expected to be a boon for the tech company, which has ridden ai enthusiasm to the top of the markets. at nvidia's developers conference in california monday, the company's ceo, jensen huang, called generative ai the defining technology of our time. some of the biggest names in tech are expected to use blackwell gpus, and we expect to see the technology in action later this year. live now to janet mui, head of market analysis at rbc brewin dolphin. good morning to you. so, nvidia proving to be front and centre when it comes to ai. there was a huge audience there at this developers conference that nvidia was hosting in sanjose, california, worldy announcements were made. good morninu. announcements were made. good morning. thanks _ announcements were made. good morning. thanks for— announcements were made. good morning. thanks for having -
it's called the blackwell, and it's meant to build on the successes of the company's existing gpus, whichdia makes powerful chips that are used to develop ai technology, and the blackwell is expected to allow more advanced ai models to be built. it's also expected to be a boon for the tech company, which has ridden ai enthusiasm to the top of the markets. at nvidia's developers conference in california monday, the company's ceo, jensen huang, called generative ai the defining technology of our...
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Mar 1, 2024
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"however, gpu availability remains tight." michael dell has the gpus.and our delivery time has been delayed." broadcom and dell, no. >> so, you need to draw the contrast even more so then. dell is -- was able to get access to h 100s, for example, incorporate them in the servers that their customers want to drive their generative a.i. platforms. these guys work. so, what accounts for that? what accounts for not being on top of that? >> i think that michael dell -- jensen huang wants to give it to everybody, but some customers are more equal than others, and michael dell has a great relationship with jensen. >> so, it really is about having a preferred relationship with nvidia that is going to -- that is going to mean you're up 31% versus down 5%? >> i don't know why hpe didn't get the chips. the graphics cards. i do know that to say that network and demand industrywide softened is just -- >> it's not true. >> it's an ill-advised way to portray what happened this quarter. it was very strong for dell, their direct competitors. do i know about -- how do we
"however, gpu availability remains tight." michael dell has the gpus.and our delivery time has been delayed." broadcom and dell, no. >> so, you need to draw the contrast even more so then. dell is -- was able to get access to h 100s, for example, incorporate them in the servers that their customers want to drive their generative a.i. platforms. these guys work. so, what accounts for that? what accounts for not being on top of that? >> i think that michael dell --...
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Mar 11, 2024
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what we are seeing in the gpu side of things is nvidia, all praise, unbelievable company, execution,nd it is not over. it will last a long time, but there will be many other companies benefiting from ai. the productivity lived alone it be massive, the most massive productivity lived in history we believe, so this ai revolution will be broad-based and is going to benefit a lot of companies. on the gpu side of course we have and -- amd as competition, but there was a lot of other surreptitious competition out there. you have tesla that has designed its own chip, ai chip for more specialized autonomous driver opportunity, and i think you will see a lot of companies developing more specialized chips. we know that nvidia will segment the market, so just think a lot of the assumptions for nvidia that this is nvidia's market and its alone are changing. haidi: cathie wood speaking to carol massar. take a look at some of the stocks we are watching with the markets open and hong kong and across mainland china. watching chip and ai names, nvidia and other tech names fell amid significant profit
what we are seeing in the gpu side of things is nvidia, all praise, unbelievable company, execution,nd it is not over. it will last a long time, but there will be many other companies benefiting from ai. the productivity lived alone it be massive, the most massive productivity lived in history we believe, so this ai revolution will be broad-based and is going to benefit a lot of companies. on the gpu side of course we have and -- amd as competition, but there was a lot of other surreptitious...
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Mar 20, 2024
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they are building all these data centers, surely they need the memory to go in there along gpu's and cpus. it's a big earnings print after the bell. this is bloomberg technology. ♪ caroline: the so-called magnificent seven, few of them taking a breather. empowering benchmarks to new records. amidst this ai hype and the reality from nvidia based on ratings they've made some of these magnificent seven names the most crowded trade. is this rally going to be sustained? principal asset management strategist seema shah to walk us through the macro and micro policies. whether or not the magnificent seven can continue to just own this rally? seema: thank you for having me on. it's an interesting question because there was a perspective that there would be a shift away from the mag seven into the possible market. because there's been such macro policy bait -- and debate going on and what the fed will do your are still seeing the uncertainty in that investors are looking for where they have safety, what they can expect. peoples are interested must be maintained. there's always good to be quest
they are building all these data centers, surely they need the memory to go in there along gpu's and cpus. it's a big earnings print after the bell. this is bloomberg technology. ♪ caroline: the so-called magnificent seven, few of them taking a breather. empowering benchmarks to new records. amidst this ai hype and the reality from nvidia based on ratings they've made some of these magnificent seven names the most crowded trade. is this rally going to be sustained? principal asset management...
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Mar 5, 2024
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it was, after all, a state dacha in the gpu belovezhskaya poshcha, and so it was in the design assignmentit was always subordinated first to moscow, that is, it was. but unexpectedly for everyone , a serious scandal broke out. khrushchev, when he saw the two-story building, attacked the management and the builders with reproaches. such palaces. look, it still paints, the radiators are interestingly sealed, and the stained glass windows, stained glass windows, of course, have been preserved here, the parquet is also from that time, the parquet remains the special pride of the residence today, the use of our natural materials, oak, ash, pine, etc. there is immediately a beautiful drawing, simple, original, but our pushchan materials, for me, are interesting from the point of view... the viskuli residence became a place for receiving distinguished guests for many years, a unique object in the very heart of belovezhskaya pushcha, the main building was only inhabited by foreigners, czechoslovakian, gusaki, the first sekazardar of bulgaria, cubans came. we will show you one day in the life of s
it was, after all, a state dacha in the gpu belovezhskaya poshcha, and so it was in the design assignmentit was always subordinated first to moscow, that is, it was. but unexpectedly for everyone , a serious scandal broke out. khrushchev, when he saw the two-story building, attacked the management and the builders with reproaches. such palaces. look, it still paints, the radiators are interestingly sealed, and the stained glass windows, stained glass windows, of course, have been preserved...
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Mar 20, 2024
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i think there are areas that i have to improve outside of the gpus.hey're moving quickly into software they've never been. when you look at the diversification, they have all these partners that want to work with them partially because of this new, you know, drive for more ai everywhere globally but also because they have the best product out there. >> let's talk about the market. very optimistic. i want to ask you. has the outlook for this company changed following that announcement from nvidia that micron will eventually be a supplier for this new blackwell platform? >> i would say before the gtc event and the blackwell announcement, it was very well understood and known because of micron management they would be qualifying and selling these new high band microchips and blackwell that's going to come out later this year, but the existing hopper. so you're going to have to hear on the call from them how that's tracking. it really starts to ramp up in their august-ending q4 and then much more into their next fiscal year, 2025, that kind of begins star
i think there are areas that i have to improve outside of the gpus.hey're moving quickly into software they've never been. when you look at the diversification, they have all these partners that want to work with them partially because of this new, you know, drive for more ai everywhere globally but also because they have the best product out there. >> let's talk about the market. very optimistic. i want to ask you. has the outlook for this company changed following that announcement from...
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Mar 11, 2024
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what we are seeing on the gpu side of things is nvidia, all praise to jensen wan, unbelievable companyution, vision and so forth, and it is not over. it is going to last a long time, but there will be many other companies benefiting from ai. the productivity lived alone is going to be massive, the most massive productivity left in history we believe, so this ai revolution is going to be broad-based and benefit a lot of companies. on the gpu side, we have amd as competition, but many people do not understand that there are a lot of other surreptitious competition involving out there. each of the hyper scalers is evolving its own chip strategy. you have tesla that has designed its own chip, ai chip for the more specialized autonomous driving opportunity, and i think you were going to see a lot of companies developing more specialized chips. we know that nvidia will segment the market as well, so we just think a lot of the assumptions for nvidia, that this is nvidia's market alone, those are changing. tom: cathie wood speaking to carol massar. talking of the likes of nvidia, let's check i
what we are seeing on the gpu side of things is nvidia, all praise to jensen wan, unbelievable companyution, vision and so forth, and it is not over. it is going to last a long time, but there will be many other companies benefiting from ai. the productivity lived alone is going to be massive, the most massive productivity left in history we believe, so this ai revolution is going to be broad-based and benefit a lot of companies. on the gpu side, we have amd as competition, but many people do...
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Mar 22, 2024
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two blackwell gpu's and one cpu in combination.to liquid-called systems like this and shipped to cloud providers for their data centers. it is a market that nvidia ceo says will started to hunt a billion dollars annually and grow from there. -- $200 billion annually and grow from there. gtc crowds circled around a single demo rack. the real thing short -- starts shipping in late 2024. ed: among everything else, ttc -- gtc ended last night. whether you are an ai founder or an infrastructure company, now down to jensen long. that might -- jensen long. caroline: share prices reap the benefit as well. those he anointed, the synopsis. some of these companies managing to push higher because we are starting to see how they are able to tap into this ecosystem that basically is the driving force. ed: as we have been saying, get the ai story right. ai was also a big part of the story yesterday for reddit's public listing day. initialized capital celebrated the ipo of its portfolio company, which is banking on using data to builders of large
two blackwell gpu's and one cpu in combination.to liquid-called systems like this and shipped to cloud providers for their data centers. it is a market that nvidia ceo says will started to hunt a billion dollars annually and grow from there. -- $200 billion annually and grow from there. gtc crowds circled around a single demo rack. the real thing short -- starts shipping in late 2024. ed: among everything else, ttc -- gtc ended last night. whether you are an ai founder or an infrastructure...
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Mar 2, 2024
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try the new gpu ultraap batteries, gp batteries, saw it, buy it! holiday discounts in magnet!. now it will appear! well? a card that earns itself, a gazprombank debit card with a stable income of up to 35%. more than 20,000 participants from all over the world came to sirius, where the world youth festival. the brotherhood of peoples has always been the main support and advantage of russia, vladimir putin noted in his video message to the guests of the festival. a rich program was prepared for them; anastasia panko studied it. at the world youth festival, a rich, active program has finally started. the festival will last 5 days, each day dedicated to a specific one. one topic, today is a day dedicated to responsibility for the fate of the world, all participants, we all influence what the future will be like with our decisions and actions and one of the goals of the festival is to create a future that one can be proud of; today at wfm they are talking about what one can be proud of in different directions; already now, for example, minister of health mikhail murashko gave a le
try the new gpu ultraap batteries, gp batteries, saw it, buy it! holiday discounts in magnet!. now it will appear! well? a card that earns itself, a gazprombank debit card with a stable income of up to 35%. more than 20,000 participants from all over the world came to sirius, where the world youth festival. the brotherhood of peoples has always been the main support and advantage of russia, vladimir putin noted in his video message to the guests of the festival. a rich program was prepared for...
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Mar 20, 2024
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it's geared to nvidia, amd launching its own gpu, marvell, broadcom. intel is going to be the guy that makes those chips for the other players. that's how they're going to play into this whole a.i. ecosystem but it will not be immediate. >> getting $8.5 billion. shares are slightly in the red. a lot was priced in. kristina partsinevelos, great to see you as always. >>> we'll hear more from pat gelsinger with our jon fortt at 4:00 p.m. eastern. steve, you own intel. what do you make of this news, about $8.5 through the chips act? >> i thought there would have been a slight uptick. if i gave you $8 billion, you would be popular. >> it was higher in the premarket. >> i know and then it sold off. this is a market just waiting on the fed. this was news despite the hiccup with the department of defense. nothing new here. i own intel because of the foundry business, they will be having pretty good capacity. a new euv product will revolutionize, shrink the chip in terms of what you can put on it. i think it will do quite well and gelsinger made strategic plays
it's geared to nvidia, amd launching its own gpu, marvell, broadcom. intel is going to be the guy that makes those chips for the other players. that's how they're going to play into this whole a.i. ecosystem but it will not be immediate. >> getting $8.5 billion. shares are slightly in the red. a lot was priced in. kristina partsinevelos, great to see you as always. >>> we'll hear more from pat gelsinger with our jon fortt at 4:00 p.m. eastern. steve, you own intel. what do you...
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Mar 18, 2024
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how can you say it marks the peak if you're talking about a multiyear transition from cpu to gpu?w. short-termers are saying this is the peak this week. >> there are, but there are plenty who say that we are just at the very, very beginning. and the amount of compute power that we're going to need is staggering. and i talked often, frankly, about one of the gating issues not even being the chips themselves but the power that is going to be needed to actually have these datacenters operating at full capacity. >> i'm so glad you mentioned that. >> which is not there. >> we have the grid had been moribund. suddenly, we're having a 5% increase over last year because of datacenters. next year forecasted to be 5%. we're going to need solar. we're going to be needing wind. nuke, i think, you and i both know is terrific but it's not going to happen. but we are going to need so much generation that the natural gas business, which right now natural gas is very cheap, is going to go into high gear, which is why i keep saying this for nova is very interesting, this ge spinoff we have in april
how can you say it marks the peak if you're talking about a multiyear transition from cpu to gpu?w. short-termers are saying this is the peak this week. >> there are, but there are plenty who say that we are just at the very, very beginning. and the amount of compute power that we're going to need is staggering. and i talked often, frankly, about one of the gating issues not even being the chips themselves but the power that is going to be needed to actually have these datacenters...
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Mar 13, 2024
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they're not spending -- buying 200,000 gpus. >> nxp is on the list, isn't it? >> it is one of our holdings. >> that's been one of the stocks trading near a high. jim lebenthal just taking a little bit off the table. my chip exposure has gotten too big, it's making me a little nervous because the space has gone crazy. absolutely. i look at the performance. we have 11% exposure, and i question, again, how long can this continue? my personal perspective is there's actually election risk is your rounding semiconductors. and i think there's big election risk surrounding semiconductors. that's probably one of my primary concerns from a fundamental aspect. >> there's not much concern on wall street because broadcom reiterated a buy, the price target 1560. $1,560 for broadcom. there's all this bullish sentiment around these names. no one is really willing to give up the ship on these yet. >> no, and i think the challenge is this is the first wave of a.i., and people understand that if we go back to the dotcom bubble, the longer term impact we're seeing through cloud op
they're not spending -- buying 200,000 gpus. >> nxp is on the list, isn't it? >> it is one of our holdings. >> that's been one of the stocks trading near a high. jim lebenthal just taking a little bit off the table. my chip exposure has gotten too big, it's making me a little nervous because the space has gone crazy. absolutely. i look at the performance. we have 11% exposure, and i question, again, how long can this continue? my personal perspective is there's actually...
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Mar 1, 2024
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i think michael dell showed that dell is getting the gpus while some others aren't.e laying out the nvidia line-up and they have an edge because of their brand, and also hpe may be distracted this year because they're doing a big merger. so dell has got a lot of wind at its back. i think it goes higher. >> this screams about a market that's caught off guard. you normally look for short interest in a name like this to see where everyone was on the right or wrong side. i don't think that's the aspect that happened here. i think it was just everyone has forgotten about dell. so along with the a.i. where melissa says it could just be the catch-up trade, there are other things that they're doing well, as well, correct? because if it is just the a.i. that caught everyone off guard, the stock seems to have the ability to retrace. are there other stuff that's in the pipe that makes you more optimistic, not just a.i.? >> well, they're executing really well. the quarter they actually crushed the storage number. everybody beat their storage in the fourth quarter, especially del
i think michael dell showed that dell is getting the gpus while some others aren't.e laying out the nvidia line-up and they have an edge because of their brand, and also hpe may be distracted this year because they're doing a big merger. so dell has got a lot of wind at its back. i think it goes higher. >> this screams about a market that's caught off guard. you normally look for short interest in a name like this to see where everyone was on the right or wrong side. i don't think that's...
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Mar 13, 2024
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see what they do, with their different chatbots and things like that but for nvidia they're seeing gpudoption across the board. charles: do you think that will live up to the hype, the a.i. woodstock? >> i think so. charles: there is the old anxiety out there, exclusive u.s. must move decisively to avert extinction level threat from a.i. this is from a government commissioned report. move decisively. are we talking extinction level threat from a.i.? >> these things get overbroken and under blown on so many level there are a good amount of dangers on a.i. that have to be discussed. we need parameters build in for a.i. charles: this is so large, so fast, moves quickly the generation is on the way out, by the time we have eureka moment it will be too late. will be able to pull the levers? >> i think you can see some of the flaws in a.i. to work now. they have a lot of work to do to get this fully efficiently so we have a lot of time to work that out. i think the benefits outweigh the risks. >> talk about the stock you like, i love this quantum stuff this is a quantum play, form factor. th
see what they do, with their different chatbots and things like that but for nvidia they're seeing gpudoption across the board. charles: do you think that will live up to the hype, the a.i. woodstock? >> i think so. charles: there is the old anxiety out there, exclusive u.s. must move decisively to avert extinction level threat from a.i. this is from a government commissioned report. move decisively. are we talking extinction level threat from a.i.? >> these things get overbroken...
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Mar 15, 2024
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new product launches including a possible gpu for the chinese market and other updates that could sustain its massive run. having a bumpy ride posting a small loss today up slightly since monday. for more on what to expect let's get to kristina partsinevelos. >> godfather of a.i. will take the stage. first event in five years with over 16,000 attendees flying in for two days. every hotel in the city is sold out for miles. trust me, i can attest to that. the share have been up 80% in the last three months alone. the stock moved over 2%. eight out of the last ten trading session, even without any news as a catalyst. someone has to wonder how much is already priced into the stock and what more can the company and ceo say over two hours to excite investors? well, there's three themes that could do just that. the product road map for their plaquewell a.i. chip, how good can the memory for that? will it outperform amd? when will it actually be launched and is it really 30% higher than previous chips like the h100 so could that mean a price target of 40,000 for the chips. >>> secondly, how a.i.
new product launches including a possible gpu for the chinese market and other updates that could sustain its massive run. having a bumpy ride posting a small loss today up slightly since monday. for more on what to expect let's get to kristina partsinevelos. >> godfather of a.i. will take the stage. first event in five years with over 16,000 attendees flying in for two days. every hotel in the city is sold out for miles. trust me, i can attest to that. the share have been up 80% in the...
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Mar 19, 2024
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it is meant to build on the success of the company �*s existing gpus which are in demand around the worlds to be built. it is also expected to be a boon for the company which has written ai enthusiasm to the top of the market. at the developers conference in california on monday the ceo of the company called generative ai the defining technology of our time. ai the defining technology of ourtime. some ai the defining technology of our time. some of the biggest
it is meant to build on the success of the company �*s existing gpus which are in demand around the worlds to be built. it is also expected to be a boon for the company which has written ai enthusiasm to the top of the market. at the developers conference in california on monday the ceo of the company called generative ai the defining technology of our time. ai the defining technology of ourtime. some ai the defining technology of our time. some of the biggest
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Mar 19, 2024
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it's meant to build on the successes of the company's existing gpu �*s which are in demand all over thected to be built. it's also expected to be built. it's also expected to be a boon for the tech company which has written ai enthusiasm to the top of the markets. at nvidia's develop conference and monday, the ceo called generative ai the defining technology of our time. some of the biggest names in tech
it's meant to build on the successes of the company's existing gpu �*s which are in demand all over thected to be built. it's also expected to be built. it's also expected to be a boon for the tech company which has written ai enthusiasm to the top of the markets. at nvidia's develop conference and monday, the ceo called generative ai the defining technology of our time. some of the biggest names in tech
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Mar 19, 2024
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it is meant to build on the success of the company �*s existing gpus which are in demand around the worldre advanced ai models to be built. it is also expected to be a boon for the company which has ridden ai enthusiasm to the top of the market. at the developers conference in california on monday the ceo of the company called generative ai the defining technology of our time.
it is meant to build on the success of the company �*s existing gpus which are in demand around the worldre advanced ai models to be built. it is also expected to be a boon for the company which has ridden ai enthusiasm to the top of the market. at the developers conference in california on monday the ceo of the company called generative ai the defining technology of our time.
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Mar 19, 2024
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this is blackwell and what a gpu looks like in my mind.eaking on the first day of the annual ai conference. reflecting on sales, they've gone from 5 billion in 2016 to over 110 billion, more than four times the level of 2022 on the h 100 ship processors? are we topping out or is there more to come? major customers. let's have a look at the boj. when it comes to macro policy and the decision to raise rates, how markets have reacted with softer yen and the expectation and view that this is a dovish hike from the boj. they've said it will be accommodative and they continue to buy bonds. over the next couple of meetings pricing around rates has not changed. we will see if that evolves. 02 0.1% is the market rate. let's flip to ubs. in terms of the market cap, on this year since the deal, market cap crossing 100 billion. as they joined morgan stanley. that story will be getting coverage throughout the day. plenty more coming up including interviews with the eu economy commissioner and ceo of honeywell. of next is markets today. this is bloomber
this is blackwell and what a gpu looks like in my mind.eaking on the first day of the annual ai conference. reflecting on sales, they've gone from 5 billion in 2016 to over 110 billion, more than four times the level of 2022 on the h 100 ship processors? are we topping out or is there more to come? major customers. let's have a look at the boj. when it comes to macro policy and the decision to raise rates, how markets have reacted with softer yen and the expectation and view that this is a...
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asset profilers, many clients want to take the data sitting on our systems and combine it with the gpusefficient. and the largest oil and gas company for supercomputer, and using our ai storage black farms, genetic science and we work with amazon to have one of the world's largest open source large language model training environments deployed in cloud-based storage platform so excited about what the future holds. liz: sleep with the phone next to you, a lot of people trying to call you and set up these partnerships. we would love to have you back on "the claman countdown". for those interested in this type of thing, the pe ratio of the stock is 17 putting it on much more palatable areas and some of these high flyers that are training more than higher pe. the new chairman of red bird capital sports and media division and former head honcho running cbs if the private investment firm ends up buying paramount. joe's jeff shall get the top spot? charlie is about to break it next. (♪) i've got to go. ok. bye. mom! (♪) -thanks mom. -yeah. (♪) (♪) you were made to dream about it for years. we
asset profilers, many clients want to take the data sitting on our systems and combine it with the gpusefficient. and the largest oil and gas company for supercomputer, and using our ai storage black farms, genetic science and we work with amazon to have one of the world's largest open source large language model training environments deployed in cloud-based storage platform so excited about what the future holds. liz: sleep with the phone next to you, a lot of people trying to call you and set...
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Mar 27, 2024
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there was not a euphoria around gpu and the ripple effect that goes to the rest of the server design, memory chips, the energy component of what's going on. explained to the audience how you model what i believe is a phenomenon. denise: it is always different. there are absolute differences cycle to cycle. sometimes you can look at the differences and find out if those of the anomaly is predictive in and of itself. we did see bubblelike conditions in the late 90's. there was a disconnect in terms of valuation relative to earnings growth or free cash flow generation. this cycle we are seeing the exact opposite is it's a free cash flow generation. that is actually the anomaly. not this disconnect in terms of valuation. when you put that in historic model it looks like a less risky proposition. the riskiest propositions historically we can talk about the 90's or in other sectors as well is when you see a clear disconnect between fundamentals evaluation. right now you are not actually seeing that in a lot of stocks in the technology sector as a whole. ed: i was not doing this in the 90's
there was not a euphoria around gpu and the ripple effect that goes to the rest of the server design, memory chips, the energy component of what's going on. explained to the audience how you model what i believe is a phenomenon. denise: it is always different. there are absolute differences cycle to cycle. sometimes you can look at the differences and find out if those of the anomaly is predictive in and of itself. we did see bubblelike conditions in the late 90's. there was a disconnect in...
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Mar 19, 2024
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you just have to get off the desk and find it by going to the gpu technology conference of nvidia seeing who is showing off their wares, the most important a.i. event of the year. let's take calls and go to robert in new york. robert. >> jim. i got to thank you for making me financially independent. you have done it for me. i tell you this all the time. because of you i can get -- hallelujah! >> -- and fly first class without worrying about moment. i know you're pressed for time. let's talk about it. >> no, no. i have time to thank you, sir. thank you. go ahead, i'm sorry. >> jim, you're welcome. let's talk about a stock that has a high of $157 and a low around 94. the earnings are due out april 18th. the company is expected to report eps of $3.09, up 13% from the rior quarter and the company is dr horton. >> this is going to be tough. tomorrow the fed meets. there's always some yahoo that thinks the fed did something wrong and that brings horton down. if i want to buy the stock, i wait three days and buy horton, which is a homebuilder you need knowledge to make money. ♪ hallelujah ♪ i'm
you just have to get off the desk and find it by going to the gpu technology conference of nvidia seeing who is showing off their wares, the most important a.i. event of the year. let's take calls and go to robert in new york. robert. >> jim. i got to thank you for making me financially independent. you have done it for me. i tell you this all the time. because of you i can get -- hallelujah! >> -- and fly first class without worrying about moment. i know you're pressed for time....
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Mar 19, 2024
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caroline: full coverage of nvidia's annual gpu technology conference.most powerful chip architecture yet. why blackwell will be key to the future of ai. ed: as tiktok faces a divestiture, and outlook on what is to come
caroline: full coverage of nvidia's annual gpu technology conference.most powerful chip architecture yet. why blackwell will be key to the future of ai. ed: as tiktok faces a divestiture, and outlook on what is to come
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Mar 5, 2024
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officials are going to block amd selling a made for china lower-spec gpu. it is something similar to what nvidia did, and that seems to be weighing on shares too. in line with the broader market. you have apple down 2.8 percent, trading at its lowest level since october. we had data from counterpart -- counterpoint research. in the first six weeks of 2024 sales of the iphone in china fell you're on your compared to that same six-week period year ago. i want to bring in mark gurman. the data also shows other handset makers had a surge in sales. therefore, the market share picture in china is changing, with apple dropping below 60%, and huawei back about 16%. what is going on? mark: this is hugely significant. we have known for a couple quarters now that apple has been running into roadblocks in china but -- china. certainly that new huawei phone has been popular. that new device with the locally-design processor. we have known for a while there is this sense of renewed nationalism in china, where people are may putting up purchases a little bit on the back b
officials are going to block amd selling a made for china lower-spec gpu. it is something similar to what nvidia did, and that seems to be weighing on shares too. in line with the broader market. you have apple down 2.8 percent, trading at its lowest level since october. we had data from counterpart -- counterpoint research. in the first six weeks of 2024 sales of the iphone in china fell you're on your compared to that same six-week period year ago. i want to bring in mark gurman. the data...
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Mar 5, 2024
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chips and and videos gpu's or amd stuff. it is just depriving them of the volume.create a insurmountable gap between the advancement and the pace of developments in the united states in the united states versus the pace in china. so far it has been mostly successful. the goal is to keep china being three to 5, 6 years behind the u.s. in development. also pushing back or putting the brakes on china's ability to produce the chips at scale. haidi: deeply frustrating for the likes of amd and nvidia. i do wonder how much of this depends on who the end customer is. do you have any guesses or insight into how different the licensing could be depending on who it is going to? >> i don't think there is a huge difference. i don't think it matters in terms of the chinese market. there is some good news in batteries. the good news for nvidia and in point -- intel as well is demand for these extremely high-performance ai chips is extremely high. nvidia is h 100. take it -- the backlog is six months pretty much. they are not going to be hurting because they cannot access the chin
chips and and videos gpu's or amd stuff. it is just depriving them of the volume.create a insurmountable gap between the advancement and the pace of developments in the united states in the united states versus the pace in china. so far it has been mostly successful. the goal is to keep china being three to 5, 6 years behind the u.s. in development. also pushing back or putting the brakes on china's ability to produce the chips at scale. haidi: deeply frustrating for the likes of amd and...
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Mar 19, 2024
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intelligence chips which ceo jensen huang says are twice as powerful for training ai models that the current gpus. the fed's march meeting kicking off today. the bank of japan raising interest rates. no longer are they negative in that country. and why elon musk thinks investors should want to keep taking ketamine, saying it's beneficial for tesla. >>> we start with nvidia and the company's new ai chip lineup. there's jim. i throw it over to you. give me the highlights. you're about an hour or so from sitting down with jensen huang. jim, what struck you as most significant? what is most important today that was said yesterday in terms of how nvidia trades? >> okay. i think it's very simple. this new blackwell chip, it's smarter than 100 fabers. yep, that's what it looks like. basically he's saying we're not smart enough. the machines are smarter. it's finally happened. we have chips that have learned so much that they have common sense. they can do things that i know you may be concerned about but i think are major for society, productivity and waste, build factories, sing. they can do anything.
intelligence chips which ceo jensen huang says are twice as powerful for training ai models that the current gpus. the fed's march meeting kicking off today. the bank of japan raising interest rates. no longer are they negative in that country. and why elon musk thinks investors should want to keep taking ketamine, saying it's beneficial for tesla. >>> we start with nvidia and the company's new ai chip lineup. there's jim. i throw it over to you. give me the highlights. you're about an...
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Mar 18, 2024
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the gpu tech conference kicking off in san jose. tell us about what we are expecting and what's being called the woodstock of ai. alex: this is about the next generation of chips that nvidia is going to unveil. the eight 100 is the existing model and they are moving towards likely the be 100, which could be twice as efficient as the current status quo. the key thing is not just keeping technological leadership over competitors, who are starting to nibble at their heels. it is also about pricing power. if you are able to have the bleeding edge model, it gives you a huge ability to charge top dollar for the equipment. what we have seen over the past 12 months is that demand has driven a huge jump in revenue at nvidia, but they have also been able to increase their pricing and it is that combination of those two things that have taken them to where they are today and there was some concern that as more supply came online, it would give them less pricing power. the next generation of chips will help them retain a bit. katie: nvidia is s
the gpu tech conference kicking off in san jose. tell us about what we are expecting and what's being called the woodstock of ai. alex: this is about the next generation of chips that nvidia is going to unveil. the eight 100 is the existing model and they are moving towards likely the be 100, which could be twice as efficient as the current status quo. the key thing is not just keeping technological leadership over competitors, who are starting to nibble at their heels. it is also about pricing...
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Mar 27, 2024
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more power efficient option, it could be a win for customers, especially when you're thinking of these gpus that you're factoring in costs between 30 and 50,000 per chip and that's not including the entire board that has thousands and thousands of pieces and all this intricate -- look how tiny. he's using tweezers. i was going to say toothpicks. tweezers right now. clearly it requires a lot of effort and skill. >> so ceos and cfos and boards are paid to make these decisions. i can only imagine the capital expenditures required here for companies like amazon or microsoft or apple to build its own chips, to build their own factories to make those chips or to buy or lease capacity from captive suppliers has got to be vast. do you have any idea what the capital outlays are when a company wants to do this? >> tyler. i asked this question twice and although the aws team is so helpful and friendly they would not give me an amount on how much they're spending per year on specifically building in house chips which are then manufactured elsewhere. most likely tsmc. if it we're going to give a ballpar
more power efficient option, it could be a win for customers, especially when you're thinking of these gpus that you're factoring in costs between 30 and 50,000 per chip and that's not including the entire board that has thousands and thousands of pieces and all this intricate -- look how tiny. he's using tweezers. i was going to say toothpicks. tweezers right now. clearly it requires a lot of effort and skill. >> so ceos and cfos and boards are paid to make these decisions. i can only...
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Mar 19, 2024
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it would cause $4500 per gpu per year. it is a reoccurring source of revenue for nvidia. they also anticipated a new chip based on the blackwell platform that also announced yesterday a lunch date later this year. i am unsure if it means it will be pushed back to q4 from q3. we are waiting to hear about that. and nvidia's ceo says supply constraints on the new blackwell chips will still occur this year. earlier this morning, jensen wong said they could cause $30- $40,000 per chip. -- maybe 20 minutes ago i asked him physically about the price point. i was little confused. i thought it would be more he said "he did not intend to put a price on a chip" it is not just about the chip, but designing the entire data center. we can ensure that it probably cost a lot more for company. i also asked huang about the $1 trillion addressable market. he said it will come out to about $250 billion per year, something he has said before. today he said he expects the percentage of the 250 billion will likely be higher than in the past. to your point, that is the reason you saw the stock m
it would cause $4500 per gpu per year. it is a reoccurring source of revenue for nvidia. they also anticipated a new chip based on the blackwell platform that also announced yesterday a lunch date later this year. i am unsure if it means it will be pushed back to q4 from q3. we are waiting to hear about that. and nvidia's ceo says supply constraints on the new blackwell chips will still occur this year. earlier this morning, jensen wong said they could cause $30- $40,000 per chip. -- maybe 20...