Maybe someone can explain. Why hasn’t AMD come out invested $10 billion, poached the necessary engineers from Nvidia, Facebook etc and expanded into the AI space? How much of an advantage does nvidia have when it comes to cuda ?
Nvidia is now a $1T company
21–30 of 124 posts
Re: Nvidia is now a $1T company
#22Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…
[flagged]
Re: Nvidia is now a $1T company
#23Sooner or later we'll have to pull Facebook out of FAANG. Nvidia seems like a worthy replacement.
[deleted]
Re: Nvidia is now a $1T company
#24Earlier quoted context omitted.
TSMC seems real low for a company with a 100% share of the high performance chips market, with a really high moat, and lots of hype that chipmaking will be getting lots of government investment and lots of demand with AI wanting massive amounts more compute...
Yeah, but it’s in Taiwan. The Geo political situation as such that people discount it’s future prospects
Are there betting odds anywhere for regime change/invasion of Taiwan?
I would put it as ~1% per year right now, but perhaps other investors see it differently.
Re: Nvidia is now a $1T company
#25Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…
[flagged]
Please don't post AI-generated comments on HN.
Re: Nvidia is now a $1T company
#26Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…
What's the story with saleforce?
The E in P/E ratio going from $4.77 in 2021 to $0.21 in the most recent results.
Presumably investors are anticipating/hoping for a return to previous levels.
Re: Nvidia is now a $1T company
#27Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…
What's the story with saleforce?
Enterprise SaaS is brutal because of cashflow.
A16Z even wrote an article on this 9-years ago.
https://a16z.com/2014/05/13/understanding-saas-why-the-pundi...
Essentially, in Enterprise Sales - you have huge upfront costs to win a deal (e.g. paying commissions, pre-sales expenses like T&E, marketing, etc).
And in SaaS, you only collect a small monthly fee (as opposed to On-Prem when you collected a large upfront fee all at once).
So it becomes a cashflow / revenue recognition issue for these SaaS companies and you might not even be profitable until 2-years into the life of the customer contract all due to this cashflow issue.
This gets compounded if you're having high growth in New sales (you go further into debt).
To this point, when the market crashed in 2008 and sales slowed - that was the year that Salesforce experienced higher than normal profits.
Re: Nvidia is now a $1T company
#28Wow, 213x P/E ratio. To put this into context with other large tech companies: P/E MARKET CAP Salesforce 1,036x $0.2T AMD 519x $0.2T NVIDIA 213x $1.0T Amazon 293x $1.25T Microsoft 35x $2.4T Meta/FB 33x $0.7T Apple 30x $2.7T Google 27x $1.5T TSMC 16x $0.4T Samsung 10x $0.3T EDIT: "P/E" ratio is the Market Cap "Price" / Earnings the company generates. E.g. Samsung is generating $30B in earnings (not revenue, earnings),…
Price to sales is a more telling comparison here. P/E can appear arbitrarily high/low depending on what the company is optimizing for. A realistic "terminal margin" is pretty similar between like-kind businesses, so you can somewhat assume what it will be in the long run and apply that to projected revenues.
Price to Sales: (TTM revenues)
NVDA: 37x
AMD: 8x
TSLA: 8x
TSM: 7x
AAPL: 7x
GOOG: 6x
QCOM: 3x
Re: Nvidia is now a $1T company
#29Sooner or later we'll have to pull Facebook out of FAANG. Nvidia seems like a worthy replacement.
ANANG, rhythm enough for me.