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Aug 1, 2024
08/24
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the comment is we want tomorro'' is gpu's.he reason you hear that comment is because one of the single biggest bottlenecks to actually advancing these large language models, whether it is openai, google gemini, whatever it might be -- you need increased compute power. that is exactly what blackwell brings. the important part for these companies is making sure that they have the ability to actually create fungibility with the gp use, so that when you use h 100's, and you are going to move to blackwell, you can actually use those for inference or other parts of your company. for microsoft, that could be to support office 365 and copilot, or get help -- github copilot, or in meta' his case to support the recommendation engine or whatever it may be. having fungibility of the gpu but also the ability to lean in on the latest generation so you can push the envelope with these models. ed: this is a good point to go to apple because it is a different story. they are not a hyper scaler. do not make the same direct investment in infrast
the comment is we want tomorro'' is gpu's.he reason you hear that comment is because one of the single biggest bottlenecks to actually advancing these large language models, whether it is openai, google gemini, whatever it might be -- you need increased compute power. that is exactly what blackwell brings. the important part for these companies is making sure that they have the ability to actually create fungibility with the gp use, so that when you use h 100's, and you are going to move to...
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Aug 28, 2024
08/24
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the reason is that customer demand for gpus from nvidia are insatiable now.y'll take h-200, even h-100. whatever nvidia can deliver right now, and that's affecting the broader group of companies that address this ai need. not just nvidia, but there's a few others that have a similar dynamic. >> across the other stocks you cover, which do you expect to be the most affected by what nvidia reports? >> so there's a few. one is certainly amd. they're sort of the up and comer in this space. they don't have -- they have spectacular products to nvidia, but they don't have the same ecosystem. another one is broadcom. we have a buy rating on that stock. that company assists web scale companies develop their own specialized ai chips. and then there are a couple of other reads like tesla, which is trying to build an ai training cloud service called dojo that's still in the process of getting worked out. and then a more off the run one is monolithic power. that company is a power management company, and these chips are needed as complementary devices to all of these ai ve
the reason is that customer demand for gpus from nvidia are insatiable now.y'll take h-200, even h-100. whatever nvidia can deliver right now, and that's affecting the broader group of companies that address this ai need. not just nvidia, but there's a few others that have a similar dynamic. >> across the other stocks you cover, which do you expect to be the most affected by what nvidia reports? >> so there's a few. one is certainly amd. they're sort of the up and comer in this...
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Aug 28, 2024
08/24
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is amping the 100 gpu and doing quite well but the share is very small.se two opportunities were to gain greater share that potentially could create risks and headwinds to nvidia longer term and also china, nvidia is still shipping a compliant gpu that is compliant that is determined by the u.s. government. and there are concerns out there that there could be further restrictions imposed by the u.s. government and if that is imposed that could obviously impact some of that revenue and earnings going forward as well. vonnie: for sure. election risks out there. john, thanks so much. nvidia has beaten five quarters in a row and see how long it can continue the trend. john vinh at key bank capital markets. stay tuned for bloomberg's extensive reporting on nvidia results including a exclusive live interview with jensen haung set to air 6:30 p.m. new york time, a bloomberg technology special and you won't want to miss it. coming up here on september 1, texas will open its new business ports. that's a move the state will hope draw companies from delaware. will i
is amping the 100 gpu and doing quite well but the share is very small.se two opportunities were to gain greater share that potentially could create risks and headwinds to nvidia longer term and also china, nvidia is still shipping a compliant gpu that is compliant that is determined by the u.s. government. and there are concerns out there that there could be further restrictions imposed by the u.s. government and if that is imposed that could obviously impact some of that revenue and earnings...
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Aug 30, 2024
08/24
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gpus excel at something, dividing a problem into small calculations and solving them quickly. >> a lotme you see there are runs because there are a lot of applications outside of gaming. >> companies acquire gpu's for use with artificial intelligence. chatgpt uses nvidia hardware. nvidia became the leader by advancing technology design for games but valuable to industries. they knew to succeed they needed gamers. ed: bloomberg originals taking a look back and how nvidia game dominated the ai industry. check out the full version at youtube or bloomberg.com. let's look at what shares of nvidia have been doing. five days, we are down by around 9%. it is the biggest weekly decline going back to april. that is the kind of response we had. the bar was so high, a stock up 150% year-to-date, almost 1000% from its 2022 bear market i do not think i have experienced one week like this but it has been a ride, let's say that. caroline: $300 billion wiped off almost in terms of market capitalization. sources telling bloomberg that nvidia is in talks to join a funding round that would value the start
gpus excel at something, dividing a problem into small calculations and solving them quickly. >> a lotme you see there are runs because there are a lot of applications outside of gaming. >> companies acquire gpu's for use with artificial intelligence. chatgpt uses nvidia hardware. nvidia became the leader by advancing technology design for games but valuable to industries. they knew to succeed they needed gamers. ed: bloomberg originals taking a look back and how nvidia game...
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Aug 2, 2024
08/24
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as the ai boom has happened we have had a shift in the spending patterns away from cpus toward gpu'snd other type of fix -- types of accelerators. you could argue, is that a cyclical trend or structural trend? in five years is the data center cpu trend figure or smaller than it is? you could argue that it is smaller, so that is the issue. the problem with intel on that front is, they don't have that much of an ai or accelerator play. they have a product. they said they are going to sell $500 million worth this year. it is effectively a rounding error, right? amd said they are going to do 4.5 billion dollars in data center revenues. nvidia, they might be $100 billion this year. $500 million does not make up anywhere near the air pocket that has happened both as a lost share in cpus and as that spending has shifted. that is kind of the problem. gaudy is shipping. it is clear the general demand for it is minimal. it is just not enough to close that gap. don't have much of an ai story, unfortunately. ed: on cyclical end markets for them and noncyclical, the way that the cfo put it to me
as the ai boom has happened we have had a shift in the spending patterns away from cpus toward gpu'snd other type of fix -- types of accelerators. you could argue, is that a cyclical trend or structural trend? in five years is the data center cpu trend figure or smaller than it is? you could argue that it is smaller, so that is the issue. the problem with intel on that front is, they don't have that much of an ai or accelerator play. they have a product. they said they are going to sell $500...
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Aug 28, 2024
08/24
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there's some gpu cloud companies that are significant customers. second thing, some of the hyper scalars the use case is not internal but is actually external. they are buying these gpu's and renting them out to companies, usually venture back to start ups. the key thing here is when did the big companies start going to these clouds and trading those models. nvidia has a solution for that trying to make it easy for them. but we have to start seeing that. ed: i'm trying to define what it is. is it a chip company, systems vendor and then they have nvidia gpu cloud. i look at that and go does jensen just want to be a cloud provider in his own right? daniel: i think nvidia is the world's leading system optimization company and it starts with the chip and continues with software and cluster scale. some of the systems have six under thousand parts. it's a big problem to solve. i think with the company is doing, the idea will be the cloud within the cloud, so it's actually much more to sell to many parties and get a big feed rather than their own cloud. i
there's some gpu cloud companies that are significant customers. second thing, some of the hyper scalars the use case is not internal but is actually external. they are buying these gpu's and renting them out to companies, usually venture back to start ups. the key thing here is when did the big companies start going to these clouds and trading those models. nvidia has a solution for that trying to make it easy for them. but we have to start seeing that. ed: i'm trying to define what it is. is...
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Aug 28, 2024
08/24
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there was this race to get the gpu's. the companies are training, they are trying to figure out ways to reduce the reliance. that is where i feel the market always rationalizes. yes, there was a supply shortage. every company is trying to figure out ways to overcome that shortage. that is what will affect nvidia. it has to do with their product roadmap and how well they execute. they probably will execute better than other chipmakers. the question comes down to what are the participants going to go and deal with this supply shortage? my expectation is they will be at the algorithm layer, the software layer to reduce the reliance on nvidia. lisa: i love having you are. always such a breath of fresh air. it's always contrarian takes. throwing a little bit of cold water onto the roaring fire that is enthusiasm for nvidia. when we talk to other analysts, including some coming up, he will say they have a competitive advantage. no one is coming up against him in a significant way. isn't that the reason why they can continue thi
there was this race to get the gpu's. the companies are training, they are trying to figure out ways to reduce the reliance. that is where i feel the market always rationalizes. yes, there was a supply shortage. every company is trying to figure out ways to overcome that shortage. that is what will affect nvidia. it has to do with their product roadmap and how well they execute. they probably will execute better than other chipmakers. the question comes down to what are the participants going...
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Aug 17, 2024
08/24
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but ai as an expanding technology, gpu's, increased compute capacity, the ability to use this in business process, it's not a bubble. it's a trend at that we're in the early stages of seeing how it implements and affects business productivity. valuations will go up and down. i'm not smart enough to call tops and bottoms. david: so you've been the ceo for about five years now. david s.: it will be six years next month. david: all right. six years. and in that time, your stock has more or less doubled and the market cap has more or less doubled. so is that the way you measure success or people measure your success? you've doubled the stock and are people always saying you should do more? and how do you measure your own success? david s.: i certainly think the growth of the firm and the growth of the market cap is an important component. we're here. we're a public company. and we're here to create value for our shareholders. you know, in the context of the last six years, i think we've grown the market cap close to $100 billion. so it's been a big move in the market cap and we've grown the f
but ai as an expanding technology, gpu's, increased compute capacity, the ability to use this in business process, it's not a bubble. it's a trend at that we're in the early stages of seeing how it implements and affects business productivity. valuations will go up and down. i'm not smart enough to call tops and bottoms. david: so you've been the ceo for about five years now. david s.: it will be six years next month. david: all right. six years. and in that time, your stock has more or less...
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Aug 23, 2024
08/24
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after all, it was a state dacha in the gpu belovezhskaya pushcha, so that's in the design assignment,ut it was always subordinated first to moscow. but unexpectedly for everyone , a serious scandal erupted. khrushchev, when he saw the two-story building, pounced with reproaches on both the management and the builders. i have such palaces in moscow, we need wooden ones, a hunting one. but no matter how much you like the building, it is truly unique in its. the use of our natural materials remains a special pride of the residence, here is dum, ash, pine, that is, a beautiful pattern at once, simple original, but our pushka materials, for me, viskuli is interesting from the point of view of combining forests, landscape and this architecture, still pompous, also amazing that... approach, to create an atmosphere of solemnity and not in the center, not in cities, not in squares, not on the streets, in the forest, in general, in the natural landscape. the viskuli residence became a place for receiving distinguished guests for many years. a unique object in the most. blunders, the beginning o
after all, it was a state dacha in the gpu belovezhskaya pushcha, so that's in the design assignment,ut it was always subordinated first to moscow. but unexpectedly for everyone , a serious scandal erupted. khrushchev, when he saw the two-story building, pounced with reproaches on both the management and the builders. i have such palaces in moscow, we need wooden ones, a hunting one. but no matter how much you like the building, it is truly unique in its. the use of our natural materials...
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Aug 16, 2024
08/24
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and overall we do like the momentum the that we think you're going to see in terms of their gpu businessthat's going to allow their growth from a total revenue perspective to start to accelerate over the next 2-3 quarters. stuart: just remember, angelo, you're on videotape telling me that microsoft is going to $490 when currently it's the at $418. i'm going to hold you to it, okay? you'll be back frequently to justify it. >> sounds good. stuart: you're all right. see you later. have a good weekend. taylor's still with us, hanging on here. that's pretty good. >> i'm still here. [laughter] stuart: i want to know what's this about electricity price -- costs, i should say, summering? >> yeah. so remember, we just got the cpi numbers this week, up 4.9% year-over-year in july, more than the 2.9% overall a, right? so really increasing at an increasing rate. since 2018 electricity costs that you and i are all paying are up 22% in just the last 6 years. it gets interesting here. ferc is saying really it's all about transmission costs, and they've been building out lines and doing more on monopoly
and overall we do like the momentum the that we think you're going to see in terms of their gpu businessthat's going to allow their growth from a total revenue perspective to start to accelerate over the next 2-3 quarters. stuart: just remember, angelo, you're on videotape telling me that microsoft is going to $490 when currently it's the at $418. i'm going to hold you to it, okay? you'll be back frequently to justify it. >> sounds good. stuart: you're all right. see you later. have a...
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Aug 16, 2024
08/24
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at the heart of max, a supercharged gpu empowers it to learn and adapt.olar energy is changing the world. aes is changing the world of solar. (♪♪) vonnie: i am vonnie quinn, this is "bloomberg real yield." time for the auction block. high-grade sales were $29 billion, hitting the high of. the forecasted range. eli lilly, bank of america and caterpillar. historically the end of august is sparse for sales but this year could be different with about $20 billion of new sales expected next week. over in high yield, august testing 17 billiards dollars -- $17 billion worth of sales. this comes as the cost of capital drops with yield prices fall into a new year low. in particular looking at jetblue. it sold 2.7 billion dollars in bonds after being downgraded. the transaction is backed by jetblue's loyalty program. sticking with credit, invesco -- there is still investor appetite. >> high yield will come back if you get more stability in the market. it is hard to jump into the market. overall once you stabilize and look at high yield, it will look pretty good if y
at the heart of max, a supercharged gpu empowers it to learn and adapt.olar energy is changing the world. aes is changing the world of solar. (♪♪) vonnie: i am vonnie quinn, this is "bloomberg real yield." time for the auction block. high-grade sales were $29 billion, hitting the high of. the forecasted range. eli lilly, bank of america and caterpillar. historically the end of august is sparse for sales but this year could be different with about $20 billion of new sales expected...
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Aug 28, 2024
08/24
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you also had maniacs who were valuing it based on how many gpus they can sell to bitcoin min miners. the reason the stock got re-rated is because all of a sudden the technology wave made it so that all of these cpu architecture based data centers effectively had to rip that equipment out and put in gpus for parallel processing. understand, data center revenue, since august of 2021, so that's three years, has grown at 110%. nvidia's gaming business has only grown at 14%. so there's a lot of people who were covering this stock a couple years ago who were still anchored to this concept of, oh, they have, like, a gaming business and professional visualization, and they have a little bit of automotive. no, it's a data center company. the fastest growing in the world. the most essential software and chip combo. and everybody needs more than they have today. that was the turn that you had to make to pick up what was really happening with the story. they were not involved to any extent in ai data center buildouts when i bought the stock in 2015 because nobody was in that business. so there's
you also had maniacs who were valuing it based on how many gpus they can sell to bitcoin min miners. the reason the stock got re-rated is because all of a sudden the technology wave made it so that all of these cpu architecture based data centers effectively had to rip that equipment out and put in gpus for parallel processing. understand, data center revenue, since august of 2021, so that's three years, has grown at 110%. nvidia's gaming business has only grown at 14%. so there's a lot of...
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Aug 28, 2024
08/24
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talk to me about your chip and tall our audience why it's different than nvidia gpus that we hear a.c, we're building very specialized chips. today all these things like chatgpt or stable de-fusion that has ai images are powered by the same underlying algorithm called the transformer. nvidia, google, and other companies make flexible chips that can be per taint to run different -- pertinent to run different kind of models and ours run the single kind of transformer models and exchange for specialization, it's much, much faster. almost 20 times faster than leading nvidia processers. taylor: does that help then with computing power, you know, when we talk about ai, it's all about how much energy it is sucking up so efficiency is key. where do you fall in that race? >> efficiency is to key, taylor. we see the models getting bigger and bigger and bigger and more and more important to amertize the cost across many users at once. with etched asics, serve many more users with the same number of chips allowing you to have much cheaper costs and dollars per user or cops with energiousage per u
talk to me about your chip and tall our audience why it's different than nvidia gpus that we hear a.c, we're building very specialized chips. today all these things like chatgpt or stable de-fusion that has ai images are powered by the same underlying algorithm called the transformer. nvidia, google, and other companies make flexible chips that can be per taint to run different -- pertinent to run different kind of models and ours run the single kind of transformer models and exchange for...
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Aug 16, 2024
08/24
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at the heart of max, a supercharged gpu empowers it to learn and adapt.rgy is changing the world. aes is changing the world of solar. (♪♪) scarlet: this is "bloomberg markets." i am scarlet fu. two hours from now vice president kamala harris will unveil her economic plan at a speech in north carolina. she is expected to call for a ban on price gouging. food inflation continues to be a concern for voters. a deal under by kroger and albertsons. laura davidson is here with more. the proposals she will lay out, is this something she is continuing from the biden administration or are these fresh proposals? laura: this is her first foray into distinguishing herself and putting out new ideas. this is a recognition that inflation and food prices in particular are one of the top issues for voters even though the monthly inflation numbers have cooled, consumers are thinking about what things used to cost four years ago. food prices have increased 20% over the course of the biden administration. voters are thinking about whether to vote for harris or stick with trum
at the heart of max, a supercharged gpu empowers it to learn and adapt.rgy is changing the world. aes is changing the world of solar. (♪♪) scarlet: this is "bloomberg markets." i am scarlet fu. two hours from now vice president kamala harris will unveil her economic plan at a speech in north carolina. she is expected to call for a ban on price gouging. food inflation continues to be a concern for voters. a deal under by kroger and albertsons. laura davidson is here with more. the...
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Aug 19, 2024
08/24
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they need to find customers, they need to buy the gpus or have someone else buy them and install them most aggressive core scientific, tarrowolf and another one after the bell, btbt. as more make the announcements those will outperform because it brings their cost of capital down. >> thanks for bringing that to us here. we appreciate it. >>> all right, tim, let's go to you with thoughts about this. this is an interesting thesis with regard to crypto bitcoin and the bitcoin miners vis-a-vis ai. do you think it works? >> i think it does. for 95%, both professional and retail, they couldn't name five bitcoin miners if you asked them. the reality is that the asset class continues to grow and broaden and the dynamic around connectivity is unbelievably strong and unbelievably interesting, so i think the regulatory framework for bitcoin and digital assets is a friend of those investors here and i think that's we willy the story. i think people are incrementally adding to those portfolios and the bitcoin miners are interesting here. >> carter, what do you think? >> you know, i mean, i think w
they need to find customers, they need to buy the gpus or have someone else buy them and install them most aggressive core scientific, tarrowolf and another one after the bell, btbt. as more make the announcements those will outperform because it brings their cost of capital down. >> thanks for bringing that to us here. we appreciate it. >>> all right, tim, let's go to you with thoughts about this. this is an interesting thesis with regard to crypto bitcoin and the bitcoin miners...
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Aug 28, 2024
08/24
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i would say moore's law does not apply to gpus and jenson wong and nvidia proven this.pplied materials, said in our discussions with the leading a.i. companies they're telling us that reducing power per operation is more important than increasing operations per second. are you buying into that? if that is the case does it make a challenge for nvidia? >> yes, the tens of billions big tech is spending on a.i., some of that will be redirected in lowering a.i. power consumption. every a.i. investor should have allocation to solving the power consumption issue. timing for that again is blackwell. charles: super micro got slammed this week. hindenburg right, there was a filing overnight, your thoughts on that? >> market has jitters today with super micro, but it goes back to lowering a.i. power consumption. the server makers are in a great position to solve that problem. they can subsequently charge more when their servers drive down a.i. power costs. super micro, dell tomorrow, these guys are in a great position as we move into blackwell. charles: in that case they look like
i would say moore's law does not apply to gpus and jenson wong and nvidia proven this.pplied materials, said in our discussions with the leading a.i. companies they're telling us that reducing power per operation is more important than increasing operations per second. are you buying into that? if that is the case does it make a challenge for nvidia? >> yes, the tens of billions big tech is spending on a.i., some of that will be redirected in lowering a.i. power consumption. every a.i....
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Aug 27, 2024
08/24
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only question is the staying power of this investment cycle into ai accelerators or high-performance gpu's that go into data centers. we had the guy from the other mag seven names already. that would indicate it is there. it is going to be a high-pressure, high-stakes conversation. the stock is the story. scarlet: you will be -- we will be airing the interview tomorrow, right? ed: after market close we are going to do a 30 minute special coverage. 6:30 p.m. eastern time. we will have gents enjoying the show live following the analyst call. also reactions from investors and reporters at bloomberg. one analyst wrote this is the biggest earning since the banks are reported in the year of the financial crisis in 2008. i don't want to over rated. scarlet: bloombergscarlet: acknowledged -- bloomberg knology cohost ed ludlow. he will be speaking with the ceo of nvidia tomorrow. . coming up, paramount's merger drama continues. will this drama end with a better positioned media giant? this is something we will discuss. this is bloomberg. ♪ a lot of code. if an application needs to be modernized, th
only question is the staying power of this investment cycle into ai accelerators or high-performance gpu's that go into data centers. we had the guy from the other mag seven names already. that would indicate it is there. it is going to be a high-pressure, high-stakes conversation. the stock is the story. scarlet: you will be -- we will be airing the interview tomorrow, right? ed: after market close we are going to do a 30 minute special coverage. 6:30 p.m. eastern time. we will have gents...
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Aug 26, 2024
08/24
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gpu's. create a lot of headlines but i don't think it's enough to disrupt the project as long as we are supply constrained. jonathan: thank you for your clarity as always. looking ahead to numbers from nvidia wednesday afternoon. the most important quote ahead of these results came from alphabet, who said the biggest risk here is under investing. that's one of their biggest customers, saying they want to overinvest and not underinvest because the biggest risk is under investing. when investors lose patient with that, -- lose patience with that, that's one reason for the story to change. i don't see that just yet. lisa: that's the reason there is so much optimism. you aren't hearing back from companies. they are saying you can be skeptical about expenditures but we will keep doing it. this is a company that has not missed estimates in the past seven quarters. i would argue they have blown away expectations. that's what a lot of people are expecting this week as well. options are seeing a 9.4%
gpu's. create a lot of headlines but i don't think it's enough to disrupt the project as long as we are supply constrained. jonathan: thank you for your clarity as always. looking ahead to numbers from nvidia wednesday afternoon. the most important quote ahead of these results came from alphabet, who said the biggest risk here is under investing. that's one of their biggest customers, saying they want to overinvest and not underinvest because the biggest risk is under investing. when investors...
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Aug 24, 2024
08/24
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1TV
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in mid-1928, i was transferred to moscow, where i soon began working as a gpu machinist.
in mid-1928, i was transferred to moscow, where i soon began working as a gpu machinist.
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Aug 29, 2024
08/24
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look, gpus, they have a very successful gpu that's selling out. >> amd's market value is fourfold that of -- threefold, at least. >> think about where that company was when lisa su took over. i think that amd is the winner here. >> lisa su's reign as ceo is amazing in terms of what it's meant for shareholders. >> nothing short of amazing, and for charities, because she is a charitable person. >> by the way, nvidia shares are down less than 2%. just wanted to pouint that out. >> there was nothing wrong with nvidia, other than the fact that they couldn't get is yield right, and by the way, there was a debate about air-cooled versus water-cooled, which is a total side show. there's a debate about actual use cases, total side show. he gave you every use case. when i spoke to him, david, i said, will it cure cancer? he said, no, but here's what it will do. it will be able to go through databases and find out what are the genes of commonalities that say, melanoma. >> there's a hope or expectation, almost, when it comes to drug development and discovery,
look, gpus, they have a very successful gpu that's selling out. >> amd's market value is fourfold that of -- threefold, at least. >> think about where that company was when lisa su took over. i think that amd is the winner here. >> lisa su's reign as ceo is amazing in terms of what it's meant for shareholders. >> nothing short of amazing, and for charities, because she is a charitable person. >> by the way, nvidia shares are down less than 2%. just wanted to pouint...
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Aug 21, 2024
08/24
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i think he was trying to throw off competenttory by spending the money on gpus to get a head start. if you're sitting in the seat of andy jassy or microsoft or openai, will you let another competenttory just take the lead and become the dominant player in ai going forward? i just don't think you can do that. you're only spending a minority in some cases, or just, you know, certainly less than your free cash flow. you're not going to level it on the balance sheet, and leena kaun will not have anything to do with that. i think a lot of people look at the investment in ai on, what's the return on investment on intel intelligence? they seen, a lot of them, as infinite. there will be shocking applications in the next few years. some already made the hair on the back of nigh stoke stand up, scott. they are here in some cases and will be coming shortly we're still less than two years away from chatgpt's new issue. >> there are a number of growthy stocks that did especially well in a zero interest rate universe, and struggled mightily when rates started to go higher. now that rates are expe
i think he was trying to throw off competenttory by spending the money on gpus to get a head start. if you're sitting in the seat of andy jassy or microsoft or openai, will you let another competenttory just take the lead and become the dominant player in ai going forward? i just don't think you can do that. you're only spending a minority in some cases, or just, you know, certainly less than your free cash flow. you're not going to level it on the balance sheet, and leena kaun will not have...
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Aug 28, 2024
08/24
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at the heart of max, a supercharged gpu empowers it to learn and adapt.nging the world. aes is changing the world of solar. (♪♪) >>> millions of americans will be getting out of town this labor day weekend. then the real challenge for the industry begins. phil lebeau joins us right now. he's got more on that. i guess it gets tougher once everybody goes back to school and back to work. >> you'll definitely seeing fewer people fly historically in september and october and it picks up once you hit the holidays mid-november. the real issue is going to be capacity. that was the issue this summer even though we had then it pick november. the big issue is capacity. we had a record number of people flying. this weekend, this is the big shebang to cap a summer where we have seen numbers that few would have expected even a couple of years ago. thursday we're going to see more than 52,000 flights according to the faa. the passenger level this weekend will be up about 8.5% compared to last year, with friday being expected to be the busiest day at 2.86 million. by the
at the heart of max, a supercharged gpu empowers it to learn and adapt.nging the world. aes is changing the world of solar. (♪♪) >>> millions of americans will be getting out of town this labor day weekend. then the real challenge for the industry begins. phil lebeau joins us right now. he's got more on that. i guess it gets tougher once everybody goes back to school and back to work. >> you'll definitely seeing fewer people fly historically in september and october and it...
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Aug 19, 2024
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in the real world when we talk about training ai models with high-performance gpu's? ian: you have to think about a data center is not a room full of computers, but as a computer. it is almost like one entity in itself with all of the chips and servers connected tightly together to the memory and networking. putting all of that together is extremely difficult if you wanted to work efficiently. there are only a few companies that can do that. dell and hp want to offer that expertise says well. that is the area they are trying to step into. caroline: let's talk about zt systems. it is a new jersey-based company. what do they keep, what do they selloff? what executives come over? ian: that is a good question and there was a lot of confusion on the call this morning. a company that has about $10 billion in revenue. it is primarily from selling hardware. the manufacturing operations that produce that hardware are going to be sold by amd. they want just about 1000 engineers and those engineering leaders who will show their customers how to better implement amd based systems
in the real world when we talk about training ai models with high-performance gpu's? ian: you have to think about a data center is not a room full of computers, but as a computer. it is almost like one entity in itself with all of the chips and servers connected tightly together to the memory and networking. putting all of that together is extremely difficult if you wanted to work efficiently. there are only a few companies that can do that. dell and hp want to offer that expertise says well....
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Aug 27, 2024
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nvidia powered a set of gpus that are the next generation chip. it can process what we think and a second and tell you more about it than the average professor. there's nothing like this. that is the story told in the language of authentic silicon valley gibberish. let me tell you what is really going on. jensen huang, the ceo of nvidia has created a platform unmatched by anyone else. the new platform can ingest images and tell us how to do things we would never be able to do without its assistance. a picture no matter how good. cy young could not strike out every player, but a robot supercharged by nvidia's platform would study every pitch ever and program itself to throw an unhittable ball every time. again where every batter strikes out would be child's play for the robot. at the same time the robot could study every drink ever poured for james bond and create a perfect martini every time. on a more prosaic terms it could load the boxes perfectly. maybe not every combination of drinks at starbucks. but you can see that it is basically challengi
nvidia powered a set of gpus that are the next generation chip. it can process what we think and a second and tell you more about it than the average professor. there's nothing like this. that is the story told in the language of authentic silicon valley gibberish. let me tell you what is really going on. jensen huang, the ceo of nvidia has created a platform unmatched by anyone else. the new platform can ingest images and tell us how to do things we would never be able to do without its...
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Aug 28, 2024
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and when large companies like amazon, google, et cetera, are looking to buy these gpus, that nvidia ishe company they're going to go to. i think those two things, the guidance and sort of more commentation around black well and delays there and hopefully fewer delays in the market are expecting, those are going to be the things that give investors hope and onlity michl going forward, contessa. >> right now the shares are up 2 1/2%. you have the nasdaq futures up by 1/15% of a per sent. nvidia may have an outsized impact on markets there. let's bring in the ceo of kadenia & company, a hawaii-based financial adviser with a billion dollars in management and a previous member of cnbc's 100 list. it ee great to see you this morning. what are you looking for in terms of nvidia and the way it forms your investment strategy? >> aloha, contessa. so great to be request you folks. it's difficult to recall a time when a single company commanded so much attention and for the long period they have commanded that attention. what we're looking for is what your previous geftd said. it's the forward gui
and when large companies like amazon, google, et cetera, are looking to buy these gpus, that nvidia ishe company they're going to go to. i think those two things, the guidance and sort of more commentation around black well and delays there and hopefully fewer delays in the market are expecting, those are going to be the things that give investors hope and onlity michl going forward, contessa. >> right now the shares are up 2 1/2%. you have the nasdaq futures up by 1/15% of a per sent....
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Aug 29, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.olar energy is changing the world. aes is changing the world of solar. (♪♪) ♪♪ ♪♪ sandals jamaica sale is now on, visit sandals.com or call 1-800-sandals ed: affirm delivering better-than-expected earnings, sending shares upward. the revenue forecast both coming in ahead of estimates. the ceo saying the company had "a killer quarter." max joins us now in san francisco. i have spent enough time with you to know that when you say something like that, you mean it. i would not say that you are prone to superlatives like that. why? why a killer quarter? max: numbers speak for themselves. ed: go beyond that. come on. tell me the story of what is happening on your platform and in your user base. max: i think there is real momentum. you can tell by looking at our metrics and the qualitative measures that we take, and just the fact that we have outperformed the credit card industry, which is our direct competitor, in terms of managing credit, and the sheer number of merchant signings, and every
at the heart of max, a supercharged gpu empowers it to learn and adapt.olar energy is changing the world. aes is changing the world of solar. (♪♪) ♪♪ ♪♪ sandals jamaica sale is now on, visit sandals.com or call 1-800-sandals ed: affirm delivering better-than-expected earnings, sending shares upward. the revenue forecast both coming in ahead of estimates. the ceo saying the company had "a killer quarter." max joins us now in san francisco. i have spent enough time with you...
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Aug 21, 2024
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future and it is engineering or sales to sell the project more, obviously investments and things like gpu'st all of these are going to create a better future for us in terms of driving more top line growth and that's the thing to focus on . i focus on delivering amazing amounts of revenue and obviously thoughtful and how we go about doing this. the first thing that i want to get done is substantial product option and growth. >> you think this consumption model works in this environment may be better than ever given the fact that a lot of enterprise says are seeing a lot of competition? >> it works really well because it is valuable line. we've worked very hard with customers to make sure that they only bring on cases that have clear business values. even with ai we don't ask for blanket investments. and by having this mindset of always focusing on customer value, it almost becomes a trailing indicator off of what is going on and we can be confident about the coming quarters which is why we raised our guidance for the year, because we see the model is aligned with what creates value for cust
future and it is engineering or sales to sell the project more, obviously investments and things like gpu'st all of these are going to create a better future for us in terms of driving more top line growth and that's the thing to focus on . i focus on delivering amazing amounts of revenue and obviously thoughtful and how we go about doing this. the first thing that i want to get done is substantial product option and growth. >> you think this consumption model works in this environment...
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Aug 19, 2024
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., expanding technology, gpus, increased capacity, used to this in business process this is not a bubbles a trend. we're in early stages v. how it affects business profitability. valuations go up and downs. i'm not smart enough to call tops and bottoms. stuart: okay, jeff, it is, a.i. is not a bubble. i think you disagree with that. you got 30 seconds. >> i do, stuart. goldman sachs had a report of june of this year where they talked about the big capital spending that's going into a.i. they're determining that it will be about a trillion dollars. i started buying nvidia in 2018 on your show talking about it. when you have to spend a trillion dollars, if you can't quantify that spend in earnings which right now we are only seeing a.i. add between five to 10% in operational profits. so yes, i think it's a transformative technology. i think it's a part of our future but there is going to be a ramp up time and these expenditures by big tech need to, integrate themselves into corporate profits or we are going to see a pullback. the curse of high expectations, stuart, there is an expectation
., expanding technology, gpus, increased capacity, used to this in business process this is not a bubbles a trend. we're in early stages v. how it affects business profitability. valuations go up and downs. i'm not smart enough to call tops and bottoms. stuart: okay, jeff, it is, a.i. is not a bubble. i think you disagree with that. you got 30 seconds. >> i do, stuart. goldman sachs had a report of june of this year where they talked about the big capital spending that's going into a.i....
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Aug 19, 2024
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, and they really threw down the gauntlet with their gb-2 hun offering and their racks of 72 and 36 gpusystem and now everyone is trying to catch them and that design, and i would expect this holistic system approach to only continue and/or accelerate in the future on nvidia's offerings. so they are the top dog and every that everyone is trying to catch. >> nvidia earnings are out next week and what can we expect from them? i would say the volatility that we've seen in the stock has been reporting, not confirming, but reporting with regard to their next-generation chips. >> yeah. i think we've seen pretty much at this point a 1.5, 2 billion beaten rays every single quarter, and i think we should dial that in for this quarter. anything else would be a surprise. as we're looking forward, we really need to understand more about the complexities of these delays that we continue to hear about for gb-200, for these new systems overall and what's really going on with them and how quickly can they respin a chip and a system and the impact on revenue and how much of a push out and so that will pr
, and they really threw down the gauntlet with their gb-2 hun offering and their racks of 72 and 36 gpusystem and now everyone is trying to catch them and that design, and i would expect this holistic system approach to only continue and/or accelerate in the future on nvidia's offerings. so they are the top dog and every that everyone is trying to catch. >> nvidia earnings are out next week and what can we expect from them? i would say the volatility that we've seen in the stock has been...
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>> there's a lot of players and nvidia check cpu, gpu being delayed, that's a concern but there is still this pent up demand in the cooling systems, and i just said when this stock falls under $500 a share after it was up around 1200 and falls under $500 a share, that's the time to jump in. liz: this second 501. did you catch the 500? >> yeah, i shouldn't do that and wish that part would just go away. i still have that element of trying to catch -- when people tend to buy, the momentum on the upside tends to be exaggerated and same on the downside and this is not for the faint of heart. this is for people that want to be in a stock that has future. ai, memory, there is unlimited potential in the future, but the hype was too much. i had said over a month ago that there was going to be a pullback. we're having it now and i wouldn't put an entire position on liz: you have to have a strong somage and not be faint of heart. what to you like right now, chad? >> we're take ago barbell spot and saying technology has a place in the portfolios and that's the growth engine. we don't think technolog
>> there's a lot of players and nvidia check cpu, gpu being delayed, that's a concern but there is still this pent up demand in the cooling systems, and i just said when this stock falls under $500 a share after it was up around 1200 and falls under $500 a share, that's the time to jump in. liz: this second 501. did you catch the 500? >> yeah, i shouldn't do that and wish that part would just go away. i still have that element of trying to catch -- when people tend to buy, the...
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Aug 8, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.ar energy is changing the world. aes is changing the world of solar. (♪♪) at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. ed: time for talking tech. first up, defense tech startoff has raised $1.5 billion in a new funding round valuing the company at $14 billion. it plans to spend hundreds of millions of dollars on a new facility to ramp up manufacturing of rockets, underwater vehicles and other autonomous weapons. plus microsoft and palantir are set to combine their cloud tools to sell software to u.s. defense and intelligence agencies. as part of the agreement, palantir will integrate its products with microsoft's azur, he was cloud services -- azur, he was cloud services. meta sold $10.5 billion of investment-grade bonds, boosting the kept's cash pile as it -- the company's catch pile as it spends heavily on -- cash pile as it spends heavily on a.i. let's stick with earnings. af
at the heart of max, a supercharged gpu empowers it to learn and adapt.ar energy is changing the world. aes is changing the world of solar. (♪♪) at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. ed: time for talking tech. first up, defense tech startoff has raised $1.5 billion in a new funding round valuing the company at $14 billion. it plans to spend hundreds of millions of dollars on a...
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Aug 19, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.he world of solar. (♪♪) >>> good monday morning. welcome to another hour of "squawk on the street." i'm carl quintanilla with leslie picker here at post nine of the new york stock exchange. david and sara have the morning off. kicking off a busy week between jackson hole, dnc, retail earnings, benchmark provisions to payrolls, and some fed speak. we'll watch all of it as we get to a nice start. dow up about 0.%. >> here are three movers we are watching. estee lauder shares in the red off the morning lows beating estimates issuing weak guidance announcing their long-time ceo who joined the company as coo in 2008 is retiring next year. amd shares gaining on news that the chipmaker is buying server maker zt systems for $4.9 billion in cash and stock. amd says the transaction will boost its ability to make ai hardware. and don't miss an exclusive interview with ceo lisa su later today on "closing bell: overtime." also take a look at shares of gm. the company laying off more than 1,000 empl
at the heart of max, a supercharged gpu empowers it to learn and adapt.he world of solar. (♪♪) >>> good monday morning. welcome to another hour of "squawk on the street." i'm carl quintanilla with leslie picker here at post nine of the new york stock exchange. david and sara have the morning off. kicking off a busy week between jackson hole, dnc, retail earnings, benchmark provisions to payrolls, and some fed speak. we'll watch all of it as we get to a nice start. dow up...
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Aug 1, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.es is changing the world of solar. (♪♪) >>> welcome back to "squawk on the street." andrew ross sorkin is live at the paris olympics and joining us with more including martha stewart's thoughts on meta and highlights. it's day six of the olympic games and katie ledecky winning gold in the 1500 meter freestyle tied for the most overall medals and most gold medals of any u.s. women in olympic history. a sipgts to behold last evening. i was there in person. the place was electric. meantime, usa men's basketball advancing to the quarterfinals after defeating south sudan and they did it a lot better than they had in the exhibition game where south sudan came within one point. this time 103-86. maybe they learned their lesson during that game. as you mentioned, david, you know, earlier this morning we talked to martha stewart. she joins us on "squawk box" here in paris and the truth is that we were just wrapping up the interview, we talked about so many other issues including what she's doin
at the heart of max, a supercharged gpu empowers it to learn and adapt.es is changing the world of solar. (♪♪) >>> welcome back to "squawk on the street." andrew ross sorkin is live at the paris olympics and joining us with more including martha stewart's thoughts on meta and highlights. it's day six of the olympic games and katie ledecky winning gold in the 1500 meter freestyle tied for the most overall medals and most gold medals of any u.s. women in olympic history. a...
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Aug 26, 2024
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ceo of nvidia came out and said there could be some delays in the black wealth chip which is a big gputhey put a lot of faith in. there's not been a ton of clarification as to the potential delays. what i see with nvidia. i see a stock that virtually everybody loves, earnings are going to be good but they're not good to be as good as people want them to be. we going to see a doubling in revenue, doubling in sales but they're not going to be as good and you have a black wealth chip potential defect hanging over it. as a result of that, you've seen there's been 360 hedge funds that have reduced their positions and nobody is selling all of their positions. they own 80% of the a.i. chip market and when you have company spending tens of billions, hundreds of billions of dollars in the ramp up in a either the direct beneficiaries. stuart: if it came down 25% in september that would spill over into the rest of america big time wouldn't it? >> if you look at the market last year it was strong it is been strong in 2024 but if it wasn't for a.i. if you remove nvidia, hail to the king, nvidia is
ceo of nvidia came out and said there could be some delays in the black wealth chip which is a big gputhey put a lot of faith in. there's not been a ton of clarification as to the potential delays. what i see with nvidia. i see a stock that virtually everybody loves, earnings are going to be good but they're not good to be as good as people want them to be. we going to see a doubling in revenue, doubling in sales but they're not going to be as good and you have a black wealth chip potential...
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Aug 13, 2024
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they did this past quarter than the entire market expected which means they are buying more nvidia gpu's than you or i or anybody on this street can imagine. they aren't reporting for a couple of weeks but i'd imagine that numbers going to be something spectacular which is what we become used to seeing from them. stuart: you are indeed the super bowl and you're back. mike lee thank you very much for being here. we will see you again. >> thanks stuart. stuart: you got it. take me thank you nvidia. lauren: so there was that report this morning from the "wall street journal" that a competitor chip from china is coming from a local chinese company huawei, but many analysts are saying who cares? nvidia is outrunning rivals domestically and internationally, and all "the talk" is about their newest chip which hasn't come on the market yet, black well. stuart: what's the story on kroger? lauren: this is amazing. senators elizabeth warren and bob casey are investigating the chain for potential surg pricing. if you go into some stores they have electronic labels so they can update prices so the se
they did this past quarter than the entire market expected which means they are buying more nvidia gpu's than you or i or anybody on this street can imagine. they aren't reporting for a couple of weeks but i'd imagine that numbers going to be something spectacular which is what we become used to seeing from them. stuart: you are indeed the super bowl and you're back. mike lee thank you very much for being here. we will see you again. >> thanks stuart. stuart: you got it. take me thank you...
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Aug 29, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt. changing the world. aes is changing the world of solar. (♪♪) vonnie: this is "bloomberg markets." u.s. stocks higher today, even though nvidia is lower by more than 3%. that's not a sentence i anticipated saying. the company disappointing some sky-high expectations for earnings. the c.e.o. sat down with bloomberg's ed ludlow for an exclusive interview right after the earnings call. let's have a listen. >> we made a mass change to improve the yield. functionality of blackwell is wonderful. we're sampling blackwell all over the world today. we show people, giving tours to people of the blackwell systems that we have up and running. you can find pictures of blackwell systems all over the web. we have started volume production. volume production will shift in q4. q4 we will have billions of dollars of revenues, and we will ramp from there. we will ramp from there. far exceeds the demand. but we're going to have lots and lots of supply, we will be able to ramp. ed: what is the demand for a
at the heart of max, a supercharged gpu empowers it to learn and adapt. changing the world. aes is changing the world of solar. (♪♪) vonnie: this is "bloomberg markets." u.s. stocks higher today, even though nvidia is lower by more than 3%. that's not a sentence i anticipated saying. the company disappointing some sky-high expectations for earnings. the c.e.o. sat down with bloomberg's ed ludlow for an exclusive interview right after the earnings call. let's have a listen....
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Aug 2, 2024
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will be done on an apple device, none of it will involve nvidia gpus.ave to lay off 10,000 people a year for every year they overinvest. they can't keep this up. at some point they'll have to say we have enough and invest a lot less. the way this is going to play out is when microsoft says we have great demand signals, what they're saying is open a.i. is telling us they need ten more times for computer gpt 5 or gpt 6. >> you're obviously echoing some of the concerns out there amongst investors in terms of that wall being hit in spending that has impacted shares of nvidia during the course of the week. we have a lot more going on in the broader markets impacting stocks across the board. we'll continue our live market coverage of the selloff right after this. since my citi custom cash® card automatically adjusts to earn me more cash back in my top eligible category... suddenly life's feeling a little more automatic. like doors opening wherever i go... [sound of airplane overhead] even the ground is moving for me! y'all seeing this? wild! and i don't even
will be done on an apple device, none of it will involve nvidia gpus.ave to lay off 10,000 people a year for every year they overinvest. they can't keep this up. at some point they'll have to say we have enough and invest a lot less. the way this is going to play out is when microsoft says we have great demand signals, what they're saying is open a.i. is telling us they need ten more times for computer gpt 5 or gpt 6. >> you're obviously echoing some of the concerns out there amongst...
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Aug 27, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.rld. aes is changing the world of solar. (♪♪) how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. >>> coming up next, nordstrom reporting in overtime. we will run you through what to watch for fr tseomho numbers. much more inside the market zone next. the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future. a future where you grew a dream into a reality. it's waiting for you. mere minutes away. the future is nothing but power and it's all yours. the all new godaddy airo. get your business online in minutes with the power of ai. so this is pickleball? it's basically tennis for babies, but for adults. it should be called wiffle tennis. pickle! yeah, aw! whoo! ♪♪ these guys are intense. we got nothing to worry about. with e*t
at the heart of max, a supercharged gpu empowers it to learn and adapt.rld. aes is changing the world of solar. (♪♪) how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. >>> coming up next, nordstrom reporting in overtime. we will run you through what to watch for fr tseomho numbers. much more inside the market...
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Aug 26, 2024
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could see a situation where the spend for nvidia chips slows down and more competition comes up for the gpu chips and other companies. neil: real quickly on the political race and how that's factoring in gets to be a big issue after labor day and october. we were getting a lot of that earlier this year but don't know if that has to do the race, what do you think. >> election seasonality going back to world war ii we see strength an average through early to mid september, the issue that happens to coincide with the first cut which historically it is sell the first cut young the election seasonality choppy late september early october until the first cut. we think we will cruise along for a few weeks and maybe get to new highs across the board and get a little conservative before the election and year-end rally after the election. neil: hang onto that i want to pursue the election thing there is a raging debate going who takes credit when the market goes up and who gets it when it goes down more of thomas hayes in just a second. we were meant to be the presidential race and where it sorts out
could see a situation where the spend for nvidia chips slows down and more competition comes up for the gpu chips and other companies. neil: real quickly on the political race and how that's factoring in gets to be a big issue after labor day and october. we were getting a lot of that earlier this year but don't know if that has to do the race, what do you think. >> election seasonality going back to world war ii we see strength an average through early to mid september, the issue that...
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Aug 29, 2024
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which is coming out, and if then next year they already have the rubin which combines both a cpu and a gpucompetition. and what they produce if is driving the -- produce is driving the ability to create and process these a.i. large learning models faster and faster,s which is how it will adapt. it's going to be able to the handle, you know, the eventual future of conversational a.i. stuart: i've got nvidia at 122, i believe your target price is 170. is that a accurate? >> yes. stuart: by when? >> 12 months from now, about. stuart: we've got to leave it at that because this is a volatile situation. just fascinating to me. 1700 on nvidia sees eve -- ivan. thank you so much. >> thank you. stuart: change the subject for a second. ford motor company says they are ditching their dei policies. is the company saying why? lauren: they're refocusing on merit. they're quitting the controversial social corporate credit system that's called hrc. they will not donate to, quote, divisive events or mandate that their suppliers meet certain diversity goals. in order is the latest company to backtrack on de
which is coming out, and if then next year they already have the rubin which combines both a cpu and a gpucompetition. and what they produce if is driving the -- produce is driving the ability to create and process these a.i. large learning models faster and faster,s which is how it will adapt. it's going to be able to the handle, you know, the eventual future of conversational a.i. stuart: i've got nvidia at 122, i believe your target price is 170. is that a accurate? >> yes. stuart: by...
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Aug 28, 2024
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management, tyler, on how many chips are being shipped, total volume, and how that compares to the current gpu on the market, hopper. conference call just started. we'll get you more commentary from ceo jensen huang. ty? >> seema, thank you. let's trade it, until we hear back from seema on the conference call. guy? >> if you want volatility on the back of this, you're very disappointed. the market was expecting a 12% move and you see it here, not doing much of anything. i think there's something for everybody. people will point to the year over year revenue, which is staggering in terms of its growth and other people will point to the sequential sort of flattening of margins, which i think is also pretty interesting. i've said it before, the magnitudes now, i think, of the raises in terms of revenue are getting smaller and smaller on just a percentage basis, and at some point, the market's going to take notice. it's not an indictment of the company. obviously the numbers are staggering. it's an indictment of the valuation. >> you can't keep adding revenue at that kind of rate, right, i mean, t
management, tyler, on how many chips are being shipped, total volume, and how that compares to the current gpu on the market, hopper. conference call just started. we'll get you more commentary from ceo jensen huang. ty? >> seema, thank you. let's trade it, until we hear back from seema on the conference call. guy? >> if you want volatility on the back of this, you're very disappointed. the market was expecting a 12% move and you see it here, not doing much of anything. i think...
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Aug 30, 2024
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>> i think it can get not only to 30, i think the legacy business excluding the promise of gpus, i thinkrth $40 a share. stuart: okay. we'll take a looked at it. tom hayes, appreciate it. >>> going to show you the market. somebody's going to press that button, and we'll start trading. maybe they've pressed it already. yes, they have. okay. the dow has opened with a 70-point gain, the tow industrial average, 41,4000. 75 points higher. if you look at the dow 30, the vast majority are in the green. there's some buying this morning. the s&p 500 on the upside as well. what about the percentage there? up merely a half percentage point. pretty good. and the nasdaq composite, solid gain. .80%, 140 points. 17,6 on the nasdaq. we're showing you big tech, please. they're most toly in the green. they're all in the green. meta, alphabet, amazon, microsoft, apple, they're all in the green, they're all going higher in the very early going. staying on big tech,s it is the trading day of august, so tell me, how has big tech done in the month? lauren: mixed bag. maybe some sideways trading. sleepy summer
>> i think it can get not only to 30, i think the legacy business excluding the promise of gpus, i thinkrth $40 a share. stuart: okay. we'll take a looked at it. tom hayes, appreciate it. >>> going to show you the market. somebody's going to press that button, and we'll start trading. maybe they've pressed it already. yes, they have. okay. the dow has opened with a 70-point gain, the tow industrial average, 41,4000. 75 points higher. if you look at the dow 30, the vast majority...
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Aug 15, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.ging the world of solar. (♪♪) >>> it is time it's time for the "lightning round" on cramer's "mad money. that's where we call rapid-fire -- say the name of the stock i tell you whether to buy buy buy sell sell sell my staff prepares it on the fly. play until this sound. and then the "lightning round" is over. are you ready, skee-daddy? time for the "lightning round" on cramer's "mad money" -- let's start with cody in kansas. cody >> caller: hey, jim, it's cody remds coming in from tonganok, kansas not too far away from kansas city and i will say i love myself a barbecue and arthur's is overplayed beamers all the way. >> i think you're right, actually when we were out there it was minus 9. i couldn't feel my mouth anyway. what's happening >> caller: i wanted to hear your thoughts on snowflake. they just announced a partnership with transunion last week >> yeah. the latest feedback i'm getting from snowflake is they have some difficulties they're challenged by a couple of companies it's
at the heart of max, a supercharged gpu empowers it to learn and adapt.ging the world of solar. (♪♪) >>> it is time it's time for the "lightning round" on cramer's "mad money. that's where we call rapid-fire -- say the name of the stock i tell you whether to buy buy buy sell sell sell my staff prepares it on the fly. play until this sound. and then the "lightning round" is over. are you ready, skee-daddy? time for the "lightning round" on cramer's...
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Aug 2, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.rld. aes is changing the world of solar. (♪♪) - [narrator] we just signed the lease on our third shop. my assistant went to customink.com aes is changing the world of solar. to get new uniforms with all the locations. he found great products, uploaded new art, and had boxes sent to all the shops. custom ink makes it so easy. get started today at customink.com. >>> we are now in the "closing bell" market zone. the last one of the week. charles schwab's kevin gordon is here on what is a volatile day for stocks. leslie picker tracking the bank sector selloff. surprised they got that out. kate rooney on amazon's post-earnings drop. one of their worst days ever. a lot more to do and not a lot of time. jump right in. kevin gordon of schwab thanks for being here. >> nice to talk to you. >> what is the biggest question you are get from clients right now? >> one being is this more of a shift from what's become the positioning argument. things got two one sided for the mega caps and shifting int
at the heart of max, a supercharged gpu empowers it to learn and adapt.rld. aes is changing the world of solar. (♪♪) - [narrator] we just signed the lease on our third shop. my assistant went to customink.com aes is changing the world of solar. to get new uniforms with all the locations. he found great products, uploaded new art, and had boxes sent to all the shops. custom ink makes it so easy. get started today at customink.com. >>> we are now in the "closing bell"...
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Aug 27, 2024
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the question is, whether they confirm this next iteration of these gpus, this blackwell chip, if it is going to be delayed and for how long? and then they can talk about the customer migration to these -- you know, so, to me, that's really the risk. like, the guy didance and what people are expecting in the back half of this year. because year over year, you're seeing massive deceleration in earnings. it's still up a lot year over year, but it's the decel -- >> couldn't the decel in capex in a.i. be positive for them, though? and negative for nvidia? in other words, at some point, we were starting to push around meta, we were starting to push around google when we started to hear the capex numbers. they're a bigger part of the waiting. i wonder. and i wonder if an nvidia failure, the other side of that, back to a lot of those stocks that are in the dow, but is rotation a good thing or a bad thing? nvidia's failure, does that lead to rotation and is that positive? was that happening anyway? and that's a big debate, because since we had that cpi, i think it was july 11th, you could make
the question is, whether they confirm this next iteration of these gpus, this blackwell chip, if it is going to be delayed and for how long? and then they can talk about the customer migration to these -- you know, so, to me, that's really the risk. like, the guy didance and what people are expecting in the back half of this year. because year over year, you're seeing massive deceleration in earnings. it's still up a lot year over year, but it's the decel -- >> couldn't the decel in capex...
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Aug 19, 2024
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but by the time it gets into a place where just zt by itself is helping amd sell gpus in excess of whaty had been selling, that takes more time. you're right when it comes to the broader semi-conductor industry, for the industry, you're starting to see this vertical integration that these companies are not just selling silicone. they're monetizing a lot of software. that's the natural step in terms of the industry extracting a lot more value from the buildout of the ai systems. >> do you think this deal helps inform or influence what jen-hsun huang says on the call on the 28th or not really? >> i don't think this matters to nvidia in the short term. when we look at the next three to four quarters at least, the market is still very supply constrains. there's a lot of supply constrains when it comes to back end packaging, when it comes to the availability of advanced high band width memory. for the next several quarters, demand is very strong. so customers are willing to buy whatever products they can get their hands on. today, a lot of that product is copper. we think that blackwell perh
but by the time it gets into a place where just zt by itself is helping amd sell gpus in excess of whaty had been selling, that takes more time. you're right when it comes to the broader semi-conductor industry, for the industry, you're starting to see this vertical integration that these companies are not just selling silicone. they're monetizing a lot of software. that's the natural step in terms of the industry extracting a lot more value from the buildout of the ai systems. >> do you...
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Aug 29, 2024
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. >> announcer: coming up, putting the gpu to good u-s-e. ai applications in the real world. next.ng manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> like i said at the top of the show, it finally happened. nvidia disappointed. well, not exactly. they blew away the analyst estimates. but the size of their upside surprise is decreasing. that and the delay of the new iteration of chips disappointed the traders, causing them to sell the stock today. it's still up 37% for the year but it's not as good as it was yesterday. now, all kinds of people coming out of the woodwork and not just knocking nvidia but they're claiming the whole ai theme is kaput. of course that's not how i see it. all things considered -- look, nvidia reported a really good quarter. one that was strong enough to keep the stock from nosediving despite the sky-high expectations. i've been telling you all week that money managers were expecting this compa
. >> announcer: coming up, putting the gpu to good u-s-e. ai applications in the real world. next.ng manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> like i said at the top of the show, it finally happened. nvidia disappointed. well, not exactly. they blew away the analyst estimates. but the size of their upside...
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Aug 29, 2024
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it is famous for creating the gpu and redefining what computer graphics are capable of. >> they weren't creating a.i. processes has propelled the company to new heights. now, one of only three us companies valued at more than 3 trillion dollars. christie been looking at this. i mean, the markets can be quite unfair sometimes can't lay when you actually look at the results. but what are they concerned about because they were expecting so much out of nvidia and video has been called the a.i. >> golden goose and the tech world. but after its latest earnings report that came out it's not quite but living up to the stock hype. look, it has the fundamentals. it beat estimates, it's also forecasting third quarter revenue of 32 billion, which is only slightly better than estimates. and that is whether markets are not impressed. now after the report, nvidia shares are trading lower, which shares dipping down some 6.9% after hours, looking videos, huge, it is the benchmark for chips and for ai as a whole. and you have all the tech giants from microsoft and meta to google as all of them are buildi
it is famous for creating the gpu and redefining what computer graphics are capable of. >> they weren't creating a.i. processes has propelled the company to new heights. now, one of only three us companies valued at more than 3 trillion dollars. christie been looking at this. i mean, the markets can be quite unfair sometimes can't lay when you actually look at the results. but what are they concerned about because they were expecting so much out of nvidia and video has been called the...
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Aug 1, 2024
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at the heart of max, a supercharged gpu empowers it to learn and adapt.solar energy is changing the world. aes is changing the world of solar. (♪♪) >>> welcome back to "fast money." snap plunging afterhours, following a revenue miss and disappointing guidance. the earnings call under way right now. cnbc's julia boorstin has the very latest. >> that's right. snap shares down 18.5%, despite the fact that snap beat on the top and bottom line. but the shares are plummeting in afterhours trading on the company's third quarter earnings outlook. the company guiding to $70 million to $100 million in revenue. that's lower than the $110 million street estimates. in terms of the ad market, the company saying that brand ad revenue declined 1% year over year, driven by particularly, quote, weak demand from certain consumer discretionary verticals including retail, technology, and entertainment. now, those are different categories than pinterest flagged for weakness. but snap's direct response business is worth noting grew 16% in the quarter. the company saying momentu
at the heart of max, a supercharged gpu empowers it to learn and adapt.solar energy is changing the world. aes is changing the world of solar. (♪♪) >>> welcome back to "fast money." snap plunging afterhours, following a revenue miss and disappointing guidance. the earnings call under way right now. cnbc's julia boorstin has the very latest. >> that's right. snap shares down 18.5%, despite the fact that snap beat on the top and bottom line. but the shares are...