151–160 of 340 posts
Time to sell. When they start becoming a platform, it means they have nothing more concrete in the near future. Sell now and buy again later once the price corrects.
Earlier quoted context omitted.
How is 2.5x disappointing in one generation?
Did you skip the sentence immediately after that one? It’s two fused chips. So 1.25x per chip. 25% uplift. Not 2.5x uplift. The 2.5x is for the whole package.
Like a lot of the commenters here, I have a problem with this headline. They don't "seek to become a platform company", as in making their own cloud platform where they rent GPU time, meaning they stop selling GPUs to other cloud platforms. That easy misinterpretation makes good clickbait, but no, that's not what the article says - the article has Huang bragging that CUDA already is a parallel computing platform, for…
Someone please "chip in" and confirm or deny if this interpretation is correct?
Nvidia is not becoming a cloud provider (beyond a small eval environment perhaps).
What is FP4, 4 bit floating point? If so, the comparison graph [0] with 30x above Hopper was a bit misleading. [0] https://youtu.be/Y2F8yisiS6E?t=4698
Discussed in a previous post https://news.ycombinator.com/item?id=37930663
Stock unchanged in afterhours. A lot of people were hoping for a big pop on some big development.
Earlier quoted context omitted.
How is 2.5x disappointing in one generation?
Did you skip the sentence immediately after that one? It’s two fused chips. So 1.25x per chip. 25% uplift. Not 2.5x uplift. The 2.5x is for the whole package.
Jensen's comment about being first was such a dig to Emerald Rapids.
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Whenever I see an open job req for canonical I run for the hills.
They must have a fast revolving door. I have know so many people who worked there in the last few years but seem to have moved in. Probably depends on the team and the worst ones have a lot of churn.
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How can 4 bits possibly be enough? Are intermediate calculations done at a higher width and then converted down back to FP4?
- Training isn’t done at 4-bits, to date this small size has only been for inference. - Research for a while now has been finding that smaller weights are surprisingly effective. It’s kind of a counterintuitive result, but one way to think about it is there are billions of weights working together. So taken as a whole you still have a large amount of information.
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NVDA's forward PE is ~37, about what it has been for the past ~5 years I've been tracking that. So it's not overpriced based on that metric. If you're convinced the stock is that overvalued, go short some or, if you like to live dangerously, buy some long-term put options (don't be an idiot and buy short-term options.) I have no idea if NVDA is like Cisco Systems in 2000, or if it's something unique. What I am aware…
That's exactly what I'm saying below - PE is still very high, hence projecting the past growth into the future. But the scale changed a bit. A 37 PE ratio is extremely high by historical standards - this was reserved for very promising, small startups. Not for 2T companies. I know this got distorted in the past 15 years by abnormally low interest rates, but sooner or later it will come back to something that makes se…
I haven't listened to Jensen speak before, but am I the only one who thought the presentation wasn't very polished? Not a knock on anything he has accomplished, just an observation that sorta surprised me