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Nvidia announces financial results for first quarter fiscal 2025

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Re: Nvidia announces financial results for first quarter fiscal 2025

#111

Post by 0xcde4c3db »

legitster wrote: post #20

I know it's never going to happen, but Nvidia really should spin off their consumer division - it's such a complete afterthought at this point. They are sitting on all of this amazing technology but just kind of stringing along the market at this point.

At this point, I suspect that they mostly want to be in the consumer market to attempt to keep a lid on VRAM density and throughput in that more cost-sensitive space. It's ridiculous that the RTX "4060" has 8 GB on a 128-bit bus vs. 3060's 12 GB on a 192-bit bus (both GDDR6; i.e. they didn't make up the difference with improvements in per-pin transfer rate).

Re: Nvidia announces financial results for first quarter fiscal 2025

#112

Post by akira2501 »

AnotherGoodName wrote: post #46

This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…

> Invest in things you know intimately folks.

Was there really anything "intimate" about the knowledge you possessed? You were on the other side of a large market with apparent high demand and a supply chain that can most easily be described as "extremely monopolized."

> when redditors we're posting that "Nvidia is the best shorting opportunity" without any of the knowledge of the market.

It looks to me like it was done with real knowledge of the overall market outside of single pallet moves and understanding of the risky position Nvidia put themselves into to capitalize on this. The bet either paid off completely or it severely tanked the company while crippling their consumer product division.

Nvidia took a top heavy position and bet the farm that TSMC could and would keep up with their demand. Was that the bet you understood yourself to be taking when investing in them?

Re: Nvidia announces financial results for first quarter fiscal 2025

#113

Post by wslh »

I remember a recent HN thread where it was discussed if Nvidia has really an unique edge in AI because there are other approaches (NPUs, TPUs) to generating, and inferring models beyond the power on these GPUs. I think for the general public it sounds like what Nvidia has is unique (like in gaming) where in AI other approaches arised and are arising.

Re: Nvidia announces financial results for first quarter fiscal 2025

#114

Post by acchow »

nabla9 wrote: post #33
TheAlchemist wrote: post #30

Earlier quoted context omitted.

Why it's not happening ? For the first quarters after AI exploded, I thought it was just that contracts were already signed, but what's stopping them now ?

Because Nvidia can say no and nobody else (except Apple) is willing to pay more for the latest node.

Nvidia can only say no if they have another shop to turn to. Do they?

Re: Nvidia announces financial results for first quarter fiscal 2025

#115

Post by mysore »

AnotherGoodName wrote: post #46

This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…

redditors are fucking funny man.

i lost 50% on palantir cause i listened to wall street bets lmao

Re: Nvidia announces financial results for first quarter fiscal 2025

#116

Post by tharmas »

UncleMeat wrote: post #78
AnotherGoodName wrote: post #46

This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…

On the other hand, my uncle lost a fortune investing in a wireless networking company in the 00s. He has worked an entire career in networking and has contributed to bleeding edge systems in the area. This company had excellent tech, but ultimately didn't succeed. A lifetime of savings kaput. nvidia's p/e is also insanely high. "Wow they sure sell a shitload of product" isn't necessarily enough to justify the price.…

True. But another piece of knowledge about Nvidia is its competitors are waaaaaaaaay behind. They stand peerless.

Another piece of information is that CUDA software was provide free or cheaply to Universities doing LLM research I think. And the software is easy to use.

Re: Nvidia announces financial results for first quarter fiscal 2025

#117

Post by nabla9 »

trhway wrote: post #81
deadbabe wrote: post #36

Earlier quoted context omitted.

How do they keep doing this

in the past - Industrial Revolution - when somebody started producing something profitable others would start similar production too. In our post-Industrial age software provides the moat protecting your hardware margin. The IBM's PC cloning was the perfect illustration when such a moat wasn't utilized. Everybody learned the lesson, pushed for DMCA and the likes and here we're. Speaking about how high is the specific…

> in the past - Industrial Revolution - when somebody started producing something profitable others would start similar production too.

Minor correction. They stole the technology.

When British invented textile mills they had strict law against exporting the designs. Cotton was bought from the US to Britain and made into textiles.

Samuel Slater is considered the Father of the American Industrial Revolution was called "Slater the Traitor" in Britain. He memorized the textile factory machinery designs when he worked as an apprentice, then moved to the US.

Americans, Japanese, Chinese industrialization follows the same proud tradition. You steal when you can't get it any other way.

Re: Nvidia announces financial results for first quarter fiscal 2025

#118

Post by gizmo »

puika wrote: post #99
darth_avocado wrote: post #82

Earlier quoted context omitted.

If you work for NVIDIA, it is insider trading. If you saw the pallets in a truck at a gas station, it’s not. In the wild, it’s no different from Wall Street making trades based on strip club attendance or by flying drones near Tesla factories.

if "pallets of H100s shipping that were worth 100s of millions each pallet." and "12+ months of back orders with Nvidia alone" are not public information, then in my mind that is insider trading, especially those backorders.

Facebook was doing billions of datacenter capex at the time. It was semipublic information.

Re: Nvidia announces financial results for first quarter fiscal 2025

#119

Post by kaibee »

eaenki wrote: post #94
Detrytus wrote: post #60

Earlier quoted context omitted.

Not GP, but that's exactly what I'm doing. Sold NVIDIA recently at 869 USD (having bought it at 453 USD), and invested profits in Intel :) We'll see how that plays out in a year or two.

really? intel a sideways stock from the 70s is the best long you found in the entire planet? out of all the financial instruments and all the markets and all the categories u actually believe that’s the best pain to gain ratio play

They have their own fabs, a new GPU line, and they're national security critical. they also make pretty good CPUs even if they aren't the best value/$.

Re: Nvidia announces financial results for first quarter fiscal 2025

#120

Post by ein0p »

What’s baffling about all this is both AMD and Intel have competing offerings and those offerings see next to no traction in spite of being much more attractive from the cost standpoint. I understand why they aren’t taking off on the training side: fragmentation is very counterproductive there. But why not deploy them in large quantities for inference at least? The effort of porting transformer based models is trivial for both vendors, and the performance is very competitive
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