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Nvidia announces financial results for first quarter fiscal 2025

nvidianews.nvidia.com

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Re: Nvidia announces financial results for first quarter fiscal 2025

#301

Post by whaleofatw2022 »

ein0p wrote: post #272
tharmas wrote: post #116

Earlier quoted context omitted.

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.

For training workloads? Yes. For inference? Nope. Their competition is very technically strong there. The lack of market attention (pun intended) is utterly baffling there. And before someone inevitably chimes in about CUDA - for inference you don’t need it. Ask Google for example.

I am still absolutely baffled that Intel won't YOLO with a 32GB A770.

Re: Nvidia announces financial results for first quarter fiscal 2025

#302

Post by x3sphere »

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

MSFT went sideways for like a decade too. Who knows... Intel is doing something the others aren't with building its own fabs. Which arguably carries a lot of risk but it could pay off.

Re: Nvidia announces financial results for first quarter fiscal 2025

#303

Post by octodog »

zamadatix wrote: post #292
theGnuMe wrote: post #273

Earlier quoted context omitted.

The race to build their own chips vs buy nvidia… I imagine they do both. Any nvidia they leave lying around the others will buy and start training models with. Arms race basically and you don’t want your enemy buying the alternative.

Nvidia, being the 3rd most valued company in the world right now, couldn't get bought by any of its customers until after it's no longer relevant to leading the AI race and has been devalued accordingly.

I think GP means to buy nvidia products. Not to buy the company.

Re: Nvidia announces financial results for first quarter fiscal 2025

#304

Post by cokeandpepsi »

Hikikomori wrote: post #260
solidasparagus wrote: post #227

Earlier quoted context omitted.

I saw NVIDIA as the next big thing due to AI 6 years ago back when their stock price was dictated by gaming and crypto. I was working for a hyperscaler and I was confident they were undervalued, along with Microsoft and AMD. And then I sold all 3 during COVID because I realized the exact problem you are saying - I had no idea when to sell and ultimately I was happy with my gains. Whoops I guess. Now all serious inves…

Didn't get Nvidia early enough so only 5x on them, but 10x on AMD, still holding most of it. Was planning on selling more but then ai took off hard.

[dead]

Re: Nvidia announces financial results for first quarter fiscal 2025

#305

Post by whaleofatw2022 »

esprehn wrote: post #256
kortilla wrote: post #171

Earlier quoted context omitted.

Not in the US. “Don’t trade on any information not known by everyone” is a much more strict version used in other countries. That stricter version destroys the incentive to short selling research firms.

That depends on how you learned of this otherwise MNPI. Insider trading can definitely be done by non-employees. https://www.sec.gov/Archives/edgar/data/1164964/000101968715... """ An “insider” is an officer, director, 10% stockholder and anyone who possesses inside information because of his or her relationship with the Company or with an officer, director or principal stockholder of the Company. Rule 10b-5’s applic…

Here is the semi classic counterpoint.

I heard about similar NVDA order backlogs when doing a 'I did this build with your salesman and the card doesn't fix, please let me get one that does' of a video card at Micro center during one of the crypto pumps.

The employee claimed a 6-12 month backorder on high end cards.

I didn't do anything with that info, but I'd I had, would not be insider trading.

Re: Nvidia announces financial results for first quarter fiscal 2025

#306

Post by cokeandpepsi »

somethoughts wrote: post #65
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…

The million dollar question (or trillion dollar question I suppose) is for the upcoming quarters - will there be pallets of h100s waiting shipment, 2x pallets of h100s or 10x pallets of h100s... or have all the pallets are shipped for the time being. Has demand saturated while downstream AI engineers tinker on actually profitable use cases or is it going to keep growing exponentially. Probably most stock price models…

[dead]

Re: Nvidia announces financial results for first quarter fiscal 2025

#308

Post by lanza »

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…

https://en.wikipedia.org/wiki/Survivorship_bias

Re: Nvidia announces financial results for first quarter fiscal 2025

#309

Post by StressedDev »

ein0p wrote: post #120

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 trivia…

The question is what is the performance per watt of AMD's and Intel's products. My guess is both have significantly worse performance per watt. Energy and cooling are huge data center expenses and paying less for a product which requires more energy and cool is not a good idea because it costs more.

Re: Nvidia announces financial results for first quarter fiscal 2025

#310

Post by ein0p »

whaleofatw2022 wrote: post #301
ein0p wrote: post #272

Earlier quoted context omitted.

For training workloads? Yes. For inference? Nope. Their competition is very technically strong there. The lack of market attention (pun intended) is utterly baffling there. And before someone inevitably chimes in about CUDA - for inference you don’t need it. Ask Google for example.

I am still absolutely baffled that Intel won't YOLO with a 32GB A770.

That’s not where the money is. Why they aren’t selling Gaudi2 by the pallet I can’t quite understand.
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