32
32
Nov 30, 2023
11/23
by
CNBC
tv
eye 32
favorite 0
quote 0
because he and jensen huang had a bit of a contretemp. jensen is a benign monopolist.yorker" speaking. maybe it's better to rent than own, kind of like a home. maybe it's better to rent than own right now. i think that's the proposition of slootman, which is why that stock will probably go even higher than salesforce's stock today. >> by the way, the big board today, it's restaurant danielle and the dinex group. daniel on the balcony doing the honors. >> do you ever go back in the kitchen? >> yes, is that an amazing energy feat? at the nasdaq, it's agape. your point about software has been right on and people are assembling the lists of things that have gone right from now and microsoft to hpe to workday to okta to snow, right? >> i think these are -- the customer is trying to what to do with it. they know they have to have it. they want to be able to -- the one thing i would tell you is that the use case -- the best use case in the world and why salesforce is, i would say, maybe a quarter of the gain in salesforce was they landed aws to help them, and aws is widely re
because he and jensen huang had a bit of a contretemp. jensen is a benign monopolist.yorker" speaking. maybe it's better to rent than own, kind of like a home. maybe it's better to rent than own right now. i think that's the proposition of slootman, which is why that stock will probably go even higher than salesforce's stock today. >> by the way, the big board today, it's restaurant danielle and the dinex group. daniel on the balcony doing the honors. >> do you ever go back in...
75
75
Nov 29, 2023
11/23
by
CNBC
tv
eye 75
favorite 0
quote 0
according to ceo jensen haung, they absolutely can. we'll tell you what he said outhfuref mpin abt e tu ocoutg, next. - it's payback time. all these years you've worked hard, you fixed it, you looked after it. maybe, it's time for your home to start taking care of you. - [narrator] if you're 62 or older and own your home, a reverse mortgage can put more money in your pocket by eliminating your monthly mortgage payments, paying off higher-interest credit cards, and covering medical costs. - you paid down the mortgage, invested in your home. i guess you could say your home owes you. - just eliminating the mortgage payment, freed up a lot of cash for us. - the fact that we're still in this home means so much. - i get to go and do what i want when i want. - our customer's homes are taking care of them. maybe your home could do the same for you. - [narrator] call aag and get your free info kit. call the number on your screen. i would say that we're closer than the average mother daughter. hi mom! if i lost my mom.... i can't think about tha
according to ceo jensen haung, they absolutely can. we'll tell you what he said outhfuref mpin abt e tu ocoutg, next. - it's payback time. all these years you've worked hard, you fixed it, you looked after it. maybe, it's time for your home to start taking care of you. - [narrator] if you're 62 or older and own your home, a reverse mortgage can put more money in your pocket by eliminating your monthly mortgage payments, paying off higher-interest credit cards, and covering medical costs. - you...
66
66
Nov 1, 2023
11/23
by
KNTV
tv
eye 66
favorite 0
quote 0
in san jose, thom jensen, nbc bay area news. >>> breaking news into our newsroom.e-night announcement from the raiders about an hour ago. mark davis, fired the head coach and the general manager. this comes 24 hours after the raiders 'em barsing loss in detroit. the raiders have been a huge disappointment. they are 9-16 under their leadership. 3-5 this season. who takes over now? and what did mark davis said tonight? that's coming up in ten minutes. >>> in 60 seconds, one year since the end of twitter as we know it. we're going to look back at how much the site is worth since elon musk took over. >>> chilling body cam video shows when police evacuated maui as fires raged in august. >>> i'm chief meteorologist jeff raineri. we're tracking updated rain chances. >>> tonight, we're getting a look at body cam footage during the deadly wildfires in lahaina. the maui police department releasing hours of this footage. >> it shows chaos and panic as officers rush to save lives. >> reporter: you may be wondering why is this video being released today? nearly three months lat
in san jose, thom jensen, nbc bay area news. >>> breaking news into our newsroom.e-night announcement from the raiders about an hour ago. mark davis, fired the head coach and the general manager. this comes 24 hours after the raiders 'em barsing loss in detroit. the raiders have been a huge disappointment. they are 9-16 under their leadership. 3-5 this season. who takes over now? and what did mark davis said tonight? that's coming up in ten minutes. >>> in 60 seconds, one year...
98
98
Nov 29, 2023
11/23
by
CNBC
tv
eye 98
favorite 0
quote 0
running out of control. >> and jensen huang. >> i'm sure we'll talk to jensen about it. >> he'll sayirst they come for the fiction writers -- one of the great lines. >>> a couple of quick things to hit. phillips 66 on the 8:00 hour with elliott taking that position, that stock is up a billion dollars. i want to get to kkr, they had significant announcements this morning, a conference call with their investment base and they're trying to reset the next few years for that company in terms of the growth they expect. and how they are laying it out, given when you go back and you can see what they've done, take a look over the last few years as well in terms of half a bill in assets under management. they think they can double that the next number of years but they also go in detail this morning, they buy what they don't own. they control an insurance company back in 2021. they own 63%. so they're going to completely own the insurer and we've seen this, apollo leading the way, some people say as much insurance company as anything else at apollo. kkr seeing that benefit as well as modifyin
running out of control. >> and jensen huang. >> i'm sure we'll talk to jensen about it. >> he'll sayirst they come for the fiction writers -- one of the great lines. >>> a couple of quick things to hit. phillips 66 on the 8:00 hour with elliott taking that position, that stock is up a billion dollars. i want to get to kkr, they had significant announcements this morning, a conference call with their investment base and they're trying to reset the next few years for...
98
98
Nov 30, 2023
11/23
by
CNBC
tv
eye 98
favorite 0
quote 0
it looks like vertiv is a good partner of jensen because i watched video today of jensen singing yourwe work very well with nvidia. and certainly with jensen. visionary leader and the company as a whole is phenomenal. and we are partnering exactly to solve the problems that future generation of chips and the current generation of chips are creating. but the problem, that also they are solving as the heat and the power is concentrated in the chip the chip becomes more efficient. from a computing power standpoint. but more power needs to be fed to the chip and more heat needs to be extracted. and that's where we come into the equation. >> let's say i went to a data center and it had no cooling equipment by vertiv. what would happen? >> let's say statistically it's likely that when you enter a data center there will be a lot of cooling and power equipment of vertiv. but in the off case that's not happening it is always possible for us to go and do a retrofit really to bring the power and the cooling to the next level, to the ai-required level of power and heat operations. >> all right. s
it looks like vertiv is a good partner of jensen because i watched video today of jensen singing yourwe work very well with nvidia. and certainly with jensen. visionary leader and the company as a whole is phenomenal. and we are partnering exactly to solve the problems that future generation of chips and the current generation of chips are creating. but the problem, that also they are solving as the heat and the power is concentrated in the chip the chip becomes more efficient. from a computing...
43
43
Nov 12, 2023
11/23
by
KNTV
tv
eye 43
favorite 0
quote 0
thom jensen is in san francisco with a close look at day one of the summit. >> reporter: this massive mostly empty room right now is a tiny part of apac filter literally thousands of journalists in the coming weeks. there covering delegates in the industry leaders from their countries making headlines around the world. the apec members represent more than 60% of the world's economy and world leaders from the 21 economy meet in san francisco over the next six days they will focus on trade and investment, innovation and sustainable and inclusive growth. >> i think we all acknowledge around the region that if we have economic growth that some committees are left behind or we are not doing a sustainable way then that's not going to be very effective of moving forward. >> reporter: security is a truly tight around the moscone center where world leaders will meet in private and the public to share strategies and further those goals. >> we sustained a lot of information in apec. there's a lot of talking. that's a really good thing because that tells we learn about each other's economies, cha
thom jensen is in san francisco with a close look at day one of the summit. >> reporter: this massive mostly empty room right now is a tiny part of apac filter literally thousands of journalists in the coming weeks. there covering delegates in the industry leaders from their countries making headlines around the world. the apec members represent more than 60% of the world's economy and world leaders from the 21 economy meet in san francisco over the next six days they will focus on trade...
118
118
Nov 28, 2023
11/23
by
CNBC
tv
eye 118
favorite 0
quote 0
. >> a lot of people feel that jensen huang is gouging. don't know if you read the nch new yorker" piece which is extraordinary about jensen huang. >> is it the most recent? >> came out in the december issue, talks about how he's able to charge what he wants. the first line of the piece is he's a quiet monopolist. i'm trying to figure out who is really raising prices here and who is not, david. i don't think everyone is raising prices. if you go to csx, they'll tell you they're rolling back prices. >> i want to come back to micron. >> it's confusing. >> it just hit in terms of the company announcing updating gross margins. they are saying thaich previously got to revenue of $4.4 billion, non-gap gross margins of 4%. they're saying as a result of the supply and demand balance and improved pricing. they do expect revenue will approach 4.7 billion and non-gap gross margins will approach -- >> -- >> i think there are some people whispering it's better than that. micron has been a vicious whisper. >> a fireside chat i believe today. >> get the
. >> a lot of people feel that jensen huang is gouging. don't know if you read the nch new yorker" piece which is extraordinary about jensen huang. >> is it the most recent? >> came out in the december issue, talks about how he's able to charge what he wants. the first line of the piece is he's a quiet monopolist. i'm trying to figure out who is really raising prices here and who is not, david. i don't think everyone is raising prices. if you go to csx, they'll tell you...
53
53
Nov 4, 2023
11/23
by
KNTV
tv
eye 53
favorite 0
quote 0
nbc bay area's thom jensen has more. >> reporter: this involves a series of inappropriate texts from six-year veteran that an internal affairs investigator uncovered during an unrelated criminal investigation. tonight, san jose pd providing ten pages of redacted texts. a number with the "n" word and one said i hate black people. the chief said there's zero tolerance for even a single expression of racial bias at the department. >> these messages contain statements and words that are racially biased. they're ugly, disgusting is something we don't tolerate here. >> reporter: he added staff to the internal investigation. it was one of these that the it was discovered and the officer was dismissed. the officer is mark mcin a player. a he was involved in a police shooting of a black man last year. that man had just disarmed the gunman in san jose and was trying to leave when officers opened fire. on social media tonight, san jose's mayor said he'll sleep better knowing this former officer no longer carries a badge or has a gun. >> i was disturbed and frankly, furious. there's no room for
nbc bay area's thom jensen has more. >> reporter: this involves a series of inappropriate texts from six-year veteran that an internal affairs investigator uncovered during an unrelated criminal investigation. tonight, san jose pd providing ten pages of redacted texts. a number with the "n" word and one said i hate black people. the chief said there's zero tolerance for even a single expression of racial bias at the department. >> these messages contain statements and...
79
79
Nov 29, 2023
11/23
by
CNBC
tv
eye 79
favorite 0
quote 0
that's what jensen huang was talking about in that sound bite.l being reconfigured right now. they're restructuring their infrastructure for their cloud units, and that requires, for now, gpus from nvidia. so right now it's sort of this frenemy situation where they need each other but we're not sure how it will shake out. it kind of remind me of these rivalries and alliances, apple versus qualcomm versus android and some of the alliances made there, too. >> i thought you would appreciate huang saying he is appreciative of his corporate governance and board structure, while not necessarily bashing the openai nonprofit status. >> he was careful. he's always so candid, which is something we like about him. >> thank you, deirdre. deirdre bosa. >>> up next, apple trying to unwind its goldman sachs partnership. the power goes out and we still have wifi to do our homework. and that's a good thing? great in my book! who are you? no power? no problem. introducing storm-ready wifi. now you can stay reliably connected through power outages with unlimited ce
that's what jensen huang was talking about in that sound bite.l being reconfigured right now. they're restructuring their infrastructure for their cloud units, and that requires, for now, gpus from nvidia. so right now it's sort of this frenemy situation where they need each other but we're not sure how it will shake out. it kind of remind me of these rivalries and alliances, apple versus qualcomm versus android and some of the alliances made there, too. >> i thought you would appreciate...
73
73
Nov 16, 2023
11/23
by
CNBC
tv
eye 73
favorite 0
quote 0
you don't expect that guy to be a nice guy >> you don't >> no. >> okay. >> but jensen huang is just aghtful, fantastic man. and people don't expect that i don't know why why would anybody think that he would be other than? why? >> s&p, jim, green here. 4,505. i do want to get you on crude because we are aiming for four weekly drops, and the build data has surprised a lot of people. >> i was wondering whether our president, who missed the bottom last time -- >> we bought some. >> we had to refill the darn thing. you got to refill it, because i think people felt that a little token buy, no. i think there could be, recommending eog and diamondback. we sold everything oil except for coterra. this is bear marketville it's bear market >> it's good for inflation not core >> he always has to look at the bright side. >> always. pollyanna. >> probably helped biden's poll numbers on the economy >> i don't go there. but powell is just -- i mean, there was a -- there was a -- twitter i follow, rents are dropping very radically now. a lot of apartments that were being built all at once after covid.
you don't expect that guy to be a nice guy >> you don't >> no. >> okay. >> but jensen huang is just aghtful, fantastic man. and people don't expect that i don't know why why would anybody think that he would be other than? why? >> s&p, jim, green here. 4,505. i do want to get you on crude because we are aiming for four weekly drops, and the build data has surprised a lot of people. >> i was wondering whether our president, who missed the bottom last time...
37
37
Nov 7, 2023
11/23
by
KNTV
tv
eye 37
favorite 0
quote 0
in san francisco, tom jensen, nbc, 10 news. >>> a owner of the boat has been found negligent for theof people. he should be ten sentenced to ten years in prison. a fire broke out and strapped 33 members and a crew member to be trapped below deck. >>> a new development in a case. a los gatos party mom is facing additional charges. this is in lieu of a traditional hearing for shannon o'connor. she was first arrested two years ago. today, in court she pleaded not guilty to those charges. prosecutors say they needed to speed up the process for the 1, young victims who felt difficulty testifying. >> what we seek to do is get our victims through this court process. >> reporter: it encourages fact acts between the teenagers. she will face 31 years out of 17. >>> a jet blue plane collided with a tug vehicle just after 4:00 this afternoon. the plane had left for gate, when the tug vehicle struck one of the engines, damaging it. the plane taxied back to the gate, where passengers were unloaded. luckily, no one was hurt. >>> they are not giving up. tomorrow, a's fans will show up atty hall to c
in san francisco, tom jensen, nbc, 10 news. >>> a owner of the boat has been found negligent for theof people. he should be ten sentenced to ten years in prison. a fire broke out and strapped 33 members and a crew member to be trapped below deck. >>> a new development in a case. a los gatos party mom is facing additional charges. this is in lieu of a traditional hearing for shannon o'connor. she was first arrested two years ago. today, in court she pleaded not guilty to those...
59
59
Nov 29, 2023
11/23
by
KNTV
tv
eye 59
favorite 0
quote 0
thom jensen, nbc bay area news. >>> we're waiting for the official report from the chevron refinery after yesterday sent plumes of smoke into the sky which led to a community level one from the refinery, advising neighbors and requiring those with issues to take precautions. it was asked to submit a 72-hour report detailing what happened. this is what it looks like today from sky ranger. the air district says 50 complaints have been filed over air quality. >>> the a's have one foot out the door but there's a new push to keep baseball alive in oakland, not with the a's but the b's, the oakland ballers, a team created by a's fans, part of the pioneer baseball league, it's not major or minor leagues, but a community centered team that will never leave oakland. >> sports provides an outlet to unite people in shared experience and interests. we're hoping the oakland ballers can be that institution for the long haul. >> this is nearly two weeks after mlb owners unanimously approved the move to vegas. b's founder has raised money from investors and are funding an initiative for anyone to be part
thom jensen, nbc bay area news. >>> we're waiting for the official report from the chevron refinery after yesterday sent plumes of smoke into the sky which led to a community level one from the refinery, advising neighbors and requiring those with issues to take precautions. it was asked to submit a 72-hour report detailing what happened. this is what it looks like today from sky ranger. the air district says 50 complaints have been filed over air quality. >>> the a's have one...
130
130
Nov 4, 2023
11/23
by
KNTV
tv
eye 130
favorite 0
quote 0
thom jensen, "today in the bay." >>> we are going to turn now to a disturbing story out of the north bay where a manhunt is under way for a man suspected of decapitating his female relative and taking her head with him. we have a look at man police are looking for. this is 24-year-old luis gustavo lopez. a tattoo on side of his head along with a marijuana leaf. a family member from mexico is speaking to us exclusively confirming that the victim a his grandmother. police tell us it all happened thursday afternoon at this home in santa rosa on poemo trail. they say he left that home with her head and has been on the run ever since. that victim's sister confirming with us that her sister was 64-year-old soledad arroyo castanetta and raised him but things took a turn when he began using crystal meth pap few years ago the grandmother reported him to police for stealing money and a passport from another relative. she a recent pa rollee convicted of assault. at this time santa rosa police believe it may be cartel-related. now that victim's sister is making a specific request to honor her si
thom jensen, "today in the bay." >>> we are going to turn now to a disturbing story out of the north bay where a manhunt is under way for a man suspected of decapitating his female relative and taking her head with him. we have a look at man police are looking for. this is 24-year-old luis gustavo lopez. a tattoo on side of his head along with a marijuana leaf. a family member from mexico is speaking to us exclusively confirming that the victim a his grandmother. police tell...
63
63
Nov 21, 2023
11/23
by
KNTV
tv
eye 63
favorite 0
quote 0
thom jensen. >> reporter: one of the items we always hear pushback on from civil rights groups when itp but not tonight. the man who oversees the pd grant programs tells the city council members why they need three more cameras added to the system. >> expanding safety with camera expansion. >> reporter: he talked to us about it. >> as commercial or residential areas go in, we increase the public safety camera system to keep pace with the growth of the city. >> reporter: the first cameras were 2014 in pittsburgh, they have 175 cameras around the community. 178 after the new cameras go in. a valuable tool in the crime reduction strategy according to lieutenant hatcher. >> we can use the data to backtrack, no different than a witness or cell phone video. >> reporter: it's helped solve everything from car break-ins to murder. no complaints, just praise from a downtown restaurant owner. >> just had a couple of robberies up the streets. >> reporter: who says more eyes to fight crime the better. as far as he's concerned. >> they will provide more security. people know there's a camera, somebo
thom jensen. >> reporter: one of the items we always hear pushback on from civil rights groups when itp but not tonight. the man who oversees the pd grant programs tells the city council members why they need three more cameras added to the system. >> expanding safety with camera expansion. >> reporter: he talked to us about it. >> as commercial or residential areas go in, we increase the public safety camera system to keep pace with the growth of the city. >>...
39
39
Nov 13, 2023
11/23
by
KNTV
tv
eye 39
favorite 0
quote 0
in san francisco, thom jensen, nbc bay area news. >>> where there are world leaders, there are those who want to get their attention. and today thousands of protesters rallied and marched in san francisco. they support add range of causes, but most were against the summit which they say gives corporations an unfair advantage in building policy with world leaders. >> here's christie smith. >> reporter: protesters gathered the an embarcadero plaza, speaking up against the asia pacific economic forum happening in san francisco and other issues. >> people reject apec and want to have policies that actually lift up people's right to a decent job. a decent housing. a clean environment. the things that actually promote people's sustainability. >> reporter: many different groups and causes were represented. >> a lot of folks are upset at their government. they want to be represented by their world leaders and, you know a lot of times we see kind of lip service paid to things like climate change and workers rights. >> reporter: some say the demonstration aimed to ensure that some of the bigge
in san francisco, thom jensen, nbc bay area news. >>> where there are world leaders, there are those who want to get their attention. and today thousands of protesters rallied and marched in san francisco. they support add range of causes, but most were against the summit which they say gives corporations an unfair advantage in building policy with world leaders. >> here's christie smith. >> reporter: protesters gathered the an embarcadero plaza, speaking up against the...
120
120
Nov 13, 2023
11/23
by
CNBC
tv
eye 120
favorite 0
quote 0
jensen wong, the ceo, is all about making the coolest chips that run the most powerful the other onesf the electricity of the grid they suck it up. so what he's done is really rather remarkable is combine a chip that actually pays off the day it gets there and it doesn't run hot, but it is so powerful and it can go through and it can equal to hundreds of other chips. so what it really is, a distillation that makes the move so quickly that hundreds of thousands of questions in a nanosecond and nobody else has that one day maybe people will catch up, but right now no one is near nvidia, no one, for speed and for heat >> thank you, jim. >> go assassins. >> all right >> how are you >> stephen halp from mechanicsburg, pennsylvania. >> yeah. >> we're seeing large-cap stocks hit their 52-week low, we have dollar general, paypal, hershey, just to name a few and do you feel this is short-term headwinds or are they bearish? >> great question. the diversification doesn't seem to be working because a lot of the companies are doing badly in every single industry. what it really is about is if inte
jensen wong, the ceo, is all about making the coolest chips that run the most powerful the other onesf the electricity of the grid they suck it up. so what he's done is really rather remarkable is combine a chip that actually pays off the day it gets there and it doesn't run hot, but it is so powerful and it can go through and it can equal to hundreds of other chips. so what it really is, a distillation that makes the move so quickly that hundreds of thousands of questions in a nanosecond and...
41
41
Nov 30, 2023
11/23
by
CNBC
tv
eye 41
favorite 0
quote 0
my friend jensen talked about the $8 trillion data center reinvention. we're doing that with nvidia. and i.t. budgets are going to, instead of increasing on an annual basis of around 3.5%, it's clear now that they'll be at least 7%. and i predict 10% at least because if companies don't catch the generative a.i. revolution, they will not win and they will not be viable going forward. >> since we're talking about labor and how to take care of employees, do you -- where do you come down on the debate about generative a.i. and workers? is it a net jobs creator or destroyer? >> it's absolutely a net jobs creator. because companies have been focused on cutting costs, improving productivity. but the growth story has been a little off to the side because of the uncertainty in the markets. with generative a.i., you can now deflect so much of the soul-crushing work that people don't want to do. so, people can focus on the high-value things they should do. and i think this will be an economic renaissance in the global economy. you know, someone said to me yesterday
my friend jensen talked about the $8 trillion data center reinvention. we're doing that with nvidia. and i.t. budgets are going to, instead of increasing on an annual basis of around 3.5%, it's clear now that they'll be at least 7%. and i predict 10% at least because if companies don't catch the generative a.i. revolution, they will not win and they will not be viable going forward. >> since we're talking about labor and how to take care of employees, do you -- where do you come down on...
10
10.0
Nov 28, 2023
11/23
by
PRESSTV
tv
eye 10
favorite 0
quote 0
well, for more on south africa's pro palestinian stance, we have contacted martin jensen, he's the executive member of the palestine solidarity campaign in cape town south africa. thanks lot for your time, sir today. it's a pleasure, thanks for having me. we also have with us today. ashar sakur, the executive member. the palestine solidarity alliance youth league. thanks lot for your time. thank you very much for having me. the south african government has made its position clear in expressing support for palestinians a med the ongoing genocidal war waged by the israeli regime in gaza. so let's start off with mr. azhar there. now what's the main factor behind south africa's consistent support for palestinians? for many south africans, looking at the history of south africa where we as south africans have experienced the partit and had freedom from apart it and we live in a democracy at the moment, many south africans can draw parallels between occupied palestine and south africa during a partit, and for that reason there's been an outpore of support from south africans for the palestinian ca
well, for more on south africa's pro palestinian stance, we have contacted martin jensen, he's the executive member of the palestine solidarity campaign in cape town south africa. thanks lot for your time, sir today. it's a pleasure, thanks for having me. we also have with us today. ashar sakur, the executive member. the palestine solidarity alliance youth league. thanks lot for your time. thank you very much for having me. the south african government has made its position clear in expressing...
74
74
Nov 4, 2023
11/23
by
KNTV
tv
eye 74
favorite 0
quote 0
our reporter thom jensen talked with the poa to get more details as well as talking to the mayor about his reaction. >> so the police chief, the mayor, and the police officers union seem to be all on the same page in dismissing this police officer in san jose. robert, thank you very much. >>> also developing tonight, a former youth hockey coach for the san jose junior sharks has been arrested. we're gathering a lot of information at this hour, but we can tell you the sharks say he faces serious allegations. the team released a statement today confirming that a former coach in the organization was arrested by san jose police. the statement from the sharks goes on to say this individual has not coached in our program since may, and none of these extremely serious allegations were brought forth to our organization while he was involved with the program. we reached out to sjpd about this specific arrest but have not yet heard back. we expect to get more information through the weekend and on monday. >>> another headline tonight and only on nbc bay area. an antioch schoolteacher is on admin
our reporter thom jensen talked with the poa to get more details as well as talking to the mayor about his reaction. >> so the police chief, the mayor, and the police officers union seem to be all on the same page in dismissing this police officer in san jose. robert, thank you very much. >>> also developing tonight, a former youth hockey coach for the san jose junior sharks has been arrested. we're gathering a lot of information at this hour, but we can tell you the sharks say...
91
91
Nov 15, 2023
11/23
by
CNBC
tv
eye 91
favorite 0
quote 0
. >> i know one of the things i was hoping you would be able to get into is work with jensen huang anded mellano mellanox i think to some extent it competes with you. i have to believe you have something with jenson. >> well, you have talked about this for a while that you thought that would be good jensen actually approached me a few weeks ago and we had a 90-minute call meeting yesterday here at our headquarters in san jose he brought four or five of his execs. i had the same on our side and what we really see is that the combination of their technology, their gpus and dpus and other components and their software stack combined with our network infrastructure, we can build some integrated solutions that will help the enterprise actually consume ai more simply. and so building that stack and candidly leveraging our go to market scale and our partner organization is a big opportunity for all of us. so we spent some time yesterday, our engineering teams are back together tomorrow. and i think you'll hear more about these solutions as we move through the coming weeks >> see, i'm torn bec
. >> i know one of the things i was hoping you would be able to get into is work with jensen huang anded mellano mellanox i think to some extent it competes with you. i have to believe you have something with jenson. >> well, you have talked about this for a while that you thought that would be good jensen actually approached me a few weeks ago and we had a 90-minute call meeting yesterday here at our headquarters in san jose he brought four or five of his execs. i had the same on...
67
67
Nov 3, 2023
11/23
by
CNBC
tv
eye 67
favorite 0
quote 0
but long term to bet against jensen and team has been a losing game. i'm definitely long the stock.o own it and excited to own it over the next few years. >> some good names to own. you heard probably our -- maybe you didn't, our macro conversation at the top. is there anything about the macro economic landscape that worries you right now, bryn? >> i think right now, you know, we go into seasonality, which is real. actually, if you look just at the nasdaq, to put context around seasonality, the nasdaq median return for november going back to 1985 is 3.8%. that's a really healthy return. so, i think investors want to be invested the next two months going into the end of the year. what does concern me though is ultimately inflation is the key thing. i do think that the fiscal policies fighting the fed, there are billions and billions of dollars, brian, that are still yet to be spent from state and local governments from the american recovery act. and that is fighting the fed. so, how do you bring down inflation when fiscal policy is actually going the other way to stimulate the econom
but long term to bet against jensen and team has been a losing game. i'm definitely long the stock.o own it and excited to own it over the next few years. >> some good names to own. you heard probably our -- maybe you didn't, our macro conversation at the top. is there anything about the macro economic landscape that worries you right now, bryn? >> i think right now, you know, we go into seasonality, which is real. actually, if you look just at the nasdaq, to put context around...
28
28
Nov 2, 2023
11/23
by
BLOOMBERG
tv
eye 28
favorite 0
quote 0
that is why we teamed up with jensen and nvidia and started building them on the now platform. we saw what it could be. now that it is in the platform we see the commercial sensation it will be for us but more importantly we see the productivity and the cost savings and revenue growth our customers will get from it. david: is ai going to reduce the amount of jobs people have now? bill: i do not believe so. if you look at the market today we have a 17 year situation where it was 17 years ago when the job market was this type, where the openings outpaced the opportunity for candidates to jump in those jobs because the candidates are not there. we really are capitalizing on technology to fill that void. for example i talked to a ceo yesterday, a major financial services company, who was interested in ai. he said i cannot get enough people to do what i need to have done. i said how many engineers do you have? he said 7000. what you need to do is ai enable them. you can text to workflow automation or even text to new application development. so we can make your engineers 50% more pr
that is why we teamed up with jensen and nvidia and started building them on the now platform. we saw what it could be. now that it is in the platform we see the commercial sensation it will be for us but more importantly we see the productivity and the cost savings and revenue growth our customers will get from it. david: is ai going to reduce the amount of jobs people have now? bill: i do not believe so. if you look at the market today we have a 17 year situation where it was 17 years ago...
89
89
Nov 29, 2023
11/23
by
CNBC
tv
eye 89
favorite 0
quote 0
enough. >> yes. >> back in 2016, i think. >> there's video of jensen and me unpacking the first a.i. computer at openai. >> so, i'm so curious what you think of what's just happened over the past two weeks, while you were dealing with this other headline, series of headlines, there was a whole -- >> the openai soap opera. >> at openai. what did you think? >> well -- >> you founded it. cofounded it. >> cofounded it, yeah. well, the -- the whole arc of openai, frankly, is a little troubling, because the reason for starting openai was to create a counterweight to google and deep mind, which, at the time, had two-thirds of all a.i. talent and basically infinite money and compute and there was no counterweight, it was a u unipolar world. i would talk to larry into the late hours of the night about a.i. safety and it became apparent to me that larry did not care about a.i. safety. i think perhaps the thing that gave it away was when he called me a specieist for being pro-humanity, as in a racist for species. so, i'm like, wait a second, what side are you on, larry? and i'm like, okay, list
enough. >> yes. >> back in 2016, i think. >> there's video of jensen and me unpacking the first a.i. computer at openai. >> so, i'm so curious what you think of what's just happened over the past two weeks, while you were dealing with this other headline, series of headlines, there was a whole -- >> the openai soap opera. >> at openai. what did you think? >> well -- >> you founded it. cofounded it. >> cofounded it, yeah. well, the -- the...
74
74
Nov 1, 2023
11/23
by
CNBC
tv
eye 74
favorite 0
quote 0
okay, so, jensen huang will tell you, look, the payback is for sure, because it's so much cheaper, and it runs cooler, and that was actually a really interesting debate between frank slootman -- frank slootman, i think, ambushed jensen at his conference. i liked it because there was actual tense. that was the most unscripted conference. jensen is saying, if you buy our cards, the payback is instant, and i don't know how quickly the payback will be with amd, but why i still like nvidia is that because it's a bargain. and their chips are a bargain. the chart's not a bargain, and there's a lot of people -- if you want to overlay two horrible charts, you overlay apple and nvidia. they're both horrible. and this is a market that's very chart-driven, but in the end, if you care about how companies are really doing, nvidia's a buy after they wreck it. >> that's interesting, because of the -- >> "they," being investors, the market? >> your enemy here is your fellow shareholders who don't know jack and are in there because they think the magnificent seven is a great movie and people who are sho
okay, so, jensen huang will tell you, look, the payback is for sure, because it's so much cheaper, and it runs cooler, and that was actually a really interesting debate between frank slootman -- frank slootman, i think, ambushed jensen at his conference. i liked it because there was actual tense. that was the most unscripted conference. jensen is saying, if you buy our cards, the payback is instant, and i don't know how quickly the payback will be with amd, but why i still like nvidia is that...
18
18
tv
eye 18
favorite 0
quote 0
a general jensen as being committed. and we just need the people that i'm looking or doors just to see the world. thank you so much for speaking to best. i really appreciate your time and your insides roughly come always on the list that social studio analytics. thank you. thank you for the size of the war, blaming each other for the staggering numbers of civilian casualties as part of our special coverage of the conflict. we struck away the rest. the rake over the innocent lives close up and across by the we are calling the civilians to leave the guys that goes out. some us wants to keep them. there is a human shield. this is innocent. civilians are going to be hurt to sign on. i see all the civilians and one of the the the based on a wide range of intelligence from the intelligence i. richard in the, i say we have located from us headquarters. underneath the chief hospital comes on the we have more than 8 tons of the tons of investors who are committed to our host with us. it is by our capt bescedy the vehicle. bunch o
a general jensen as being committed. and we just need the people that i'm looking or doors just to see the world. thank you so much for speaking to best. i really appreciate your time and your insides roughly come always on the list that social studio analytics. thank you. thank you for the size of the war, blaming each other for the staggering numbers of civilian casualties as part of our special coverage of the conflict. we struck away the rest. the rake over the innocent lives close up and...
29
29
Nov 16, 2023
11/23
by
BLOOMBERG
tv
eye 29
favorite 0
quote 0
jensen will ramp up. number of others are coming forward with gpu capabilities. people figuring out the way to do something innovative. the application layer especially. you can take a current application, apply llm, and it makes it smarter. a computer doing reasoning in writing, all those things are exciting. there are early stages for imagination of what is possible. that is what we see accelerate the next couple years. it is less about, can you get access to computer? what are you doing distinctive that others cannot do? caroline: you have made the right bets in the past. thank you for bringing on the next set of opportunities. musk is back at it, this time endorsing an anti-semitic post on x. this is bloomberg. ♪ thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh does it connect with acc...? ahhhhhh ahhhhhh ahhhhhh ed: elon musk endorsed an anti-semitic post on x that attack
jensen will ramp up. number of others are coming forward with gpu capabilities. people figuring out the way to do something innovative. the application layer especially. you can take a current application, apply llm, and it makes it smarter. a computer doing reasoning in writing, all those things are exciting. there are early stages for imagination of what is possible. that is what we see accelerate the next couple years. it is less about, can you get access to computer? what are you doing...
66
66
Nov 12, 2023
11/23
by
KRON
tv
eye 66
favorite 0
quote 0
second lieutenant jake jensen. west point. graduate with honors.ir! what's so funny, edwards? your boy, captain america over here. "the best of the best of the best, sir." yeah, "with honors." yeah, he's just really excited and he has no clue why we're here. that's just... that's very funny to me. y'all ain't laughing, though. okay, let's get going. [paper tears] [scraping loudly] [shrill screeching continues] wanna get down on this? [alarm blaring] [guns firing] zed: edwards, what the hell happened? hesitated. may i ask why you felt little tiffany deserved to die? well, she was the only one that actually seemed dangerous at the time, sir. how'd you come to that conclusion? well, first i was gonna pop this guy hanging from the street light and then i realized, you know, he's just working out. how would i feel if somebody come running in the gym, bust me in my ass while i'm on the treadmill? then i saw this snarling beast guy and i noticed he had a tissue in his hand, and i'm realizing, you know, he's not snarling, he's sneezing! you know, ain't no
second lieutenant jake jensen. west point. graduate with honors.ir! what's so funny, edwards? your boy, captain america over here. "the best of the best of the best, sir." yeah, "with honors." yeah, he's just really excited and he has no clue why we're here. that's just... that's very funny to me. y'all ain't laughing, though. okay, let's get going. [paper tears] [scraping loudly] [shrill screeching continues] wanna get down on this? [alarm blaring] [guns firing] zed:...
12
12
Nov 23, 2023
11/23
by
ALJAZ
tv
eye 12
favorite 0
quote 0
so let's get the view now for most bodies, jerusalem and jensen is there for us and he's really national security minister has been bound to crack down, even though the own palestinian prisoners. what exactly did he have to say? something we're talking about. it's more been to be here. he is a far right wing. member of the cabinet of prime minister benjamin netanyahu has coalition. he is the national security minister. now, there is video of him that has appeared on twitter on his twitter account in which he is sitting next to the police chief, and he says in east jerusalem and in areas under the control of the police, we will prevent any celebration. i hope that the army does the same. let me just unpack that for you and our viewers and explain what exactly he's talking about. he is essentially saying that in any area under his jurisdiction, he will not allow there to be any type of celebrations by palestinians, palestinian family members, whether they be relatives of any of the palestinians who will be released from detention in exchange for is rarely kept as held in gaza or whether th
so let's get the view now for most bodies, jerusalem and jensen is there for us and he's really national security minister has been bound to crack down, even though the own palestinian prisoners. what exactly did he have to say? something we're talking about. it's more been to be here. he is a far right wing. member of the cabinet of prime minister benjamin netanyahu has coalition. he is the national security minister. now, there is video of him that has appeared on twitter on his twitter...
75
75
Nov 22, 2023
11/23
by
CNBC
tv
eye 75
favorite 0
quote 0
jensen said multiple times this is a decade-long change and they are going from cpus to gpus, a trillion dollar spend. it's not all going to happen in one year. i think people should be patient. if you don't own it, take the opportunity. they're just dominating across the whole sector and they're playing chess while everyone else is playing checkers. >> without a doubt, the numbers are stark. you can't deny the magnitude of this growth. i almost wonder, though, if at some point it works against the company, the base effect gets so large. i mentioned if you look at the earnings estimates a couple years out, it looks like $60 billion in net income. sales this year are tracking for under $60 billion. they're going to eat a huge chunk. >> you're spot on. >> if you look at the stock, there's been about ten years it's been up over 100% and multiple years it's down 50% plus. there's a lot priced into this name and, to me, as i think through it, i sell calls against it at this level. i do think 500 has been through two quarters. selling 550 calls you can bring in about $20 of premium. it helps y
jensen said multiple times this is a decade-long change and they are going from cpus to gpus, a trillion dollar spend. it's not all going to happen in one year. i think people should be patient. if you don't own it, take the opportunity. they're just dominating across the whole sector and they're playing chess while everyone else is playing checkers. >> without a doubt, the numbers are stark. you can't deny the magnitude of this growth. i almost wonder, though, if at some point it works...
72
72
Nov 21, 2023
11/23
by
CNBC
tv
eye 72
favorite 0
quote 0
. >> remember jensen huang, he reports tonight.millions of simulations about how to handle black ice two times ago when i was out there. these dilemmas that would be dilemmas for people driving cars, black ice, are dilemmas for self--driving. it's held to such a standard where we're critical of it i once had an accident on black ice, hit a mailbox >> speaking of cars, gm with an announcement is a moment ago they're going to have a business update next week following the ratification of these new labor agreements in the u.s. and canada jim, gas prices now down 15% normally we get a decline this time of year this will be the sixth largest decline for this period of the year since 2015. >> i just find this is an amazing time, that there was a terrific bank of america piece today. wef talk about mike wilson and we don't talk about savita this person has a piece today which has more charts and more thought involved in it about why we can get to 5,000. i know if you're not bank of america research you might not be able to get it. a lot o
. >> remember jensen huang, he reports tonight.millions of simulations about how to handle black ice two times ago when i was out there. these dilemmas that would be dilemmas for people driving cars, black ice, are dilemmas for self--driving. it's held to such a standard where we're critical of it i once had an accident on black ice, hit a mailbox >> speaking of cars, gm with an announcement is a moment ago they're going to have a business update next week following the ratification...
14
14
Nov 28, 2023
11/23
by
GBN
tv
eye 14
favorite 0
quote 0
they make fun of jensen's accent. and they're they accent.d they're and they steal . so i accent. so and they're and they steal. so i like accent. so and they're and they steal . so i like the accent. so and they're and they steal. so i like the foreign. the foreigners are better, right 7 the foreigners are better, right ? they appreciate it more. they like being here. >> okay. moving to on the daily star. what have they got in the front scott front cover? scott >> well, apparently you're a daft witchetty grubs is daft pair of witchetty grubs is all about the naturalist chris packham , accusing ndec of packham, accusing ndec of ruining their reputations by allowing animal abuse on. i'm a celeb. they've been eating bugs, eating spiders. i think. and spiders are our friends. i love spiders. >> so they actually eat spiders , >> so they actually eat spiders, i think because they roll around in the green things and eat spiders. >> i think they do, yeah. >> i think they do, yeah. >> because i feel like if we're talking i'm not talking about animals
they make fun of jensen's accent. and they're they accent.d they're and they steal . so i accent. so and they're and they steal. so i like accent. so and they're and they steal . so i like the accent. so and they're and they steal. so i like the foreign. the foreigners are better, right 7 the foreigners are better, right ? they appreciate it more. they like being here. >> okay. moving to on the daily star. what have they got in the front scott front cover? scott >> well, apparently...