It’s crazy that their profit margin is above 50 %, before the AI craze I only knew such margins from drug trafficking cartels (supposedly).
Nvidia projects $673B in sales as AI demand widens
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Re: Nvidia projects $673B in sales as AI demand widens
#22Remember, Nvidia sells services too, not just GPUs. They also sell full racks of servers. This is just sales, not profits.
Re: Nvidia projects $673B in sales as AI demand widens
#23It’s crazy that their profit margin is above 50 %, before the AI craze I only knew such margins from drug trafficking cartels (supposedly).
And Apple
Re: Nvidia projects $673B in sales as AI demand widens
#24Earlier quoted context omitted.
Short it. NVDA is the most liquid market in history.
Do not short it. I repeat, do not do this! Do not play the game of capitalism against expert capitalists who have spent the last few decades rigging the game more an more in their own favor. In very rare cases may be lucky but only for a short while. The more trades you make the more the odds stack against you, and you will loose everything. In a game where the odds are stacked against you, the only winning move is n…
It’s a shitty advice (the one about not playing, not the one about not buying shorts). The winning move is to have diversified longs with long horizon. That’s all it takes to participate in profits from “rigged” system.
Re: Nvidia projects $673B in sales as AI demand widens
#25Posts that question the AI Endsieg are flagged now. That is supreme confidence in the numbers.
Re: Nvidia projects $673B in sales as AI demand widens
#26Re: Nvidia projects $673B in sales as AI demand widens
#27Earlier quoted context omitted.
Short it. NVDA is the most liquid market in history.
Do not short it. I repeat, do not do this! Do not play the game of capitalism against expert capitalists who have spent the last few decades rigging the game more an more in their own favor. In very rare cases may be lucky but only for a short while. The more trades you make the more the odds stack against you, and you will loose everything. In a game where the odds are stacked against you, the only winning move is n…
Right answer, but the anti-captialist reasoning is rubbish. The simple reason why you do not want to short a stock is that it can go up infinitely, and nVidia has a four year history of going up. There is also good reason to think nVidia will hit the numbers, both because AI is booming and because nVidia is conservative in its forcasts.
No capitalist conspiracy theory is needed, save the conspiracy theories for the Trumpers.
Re: Nvidia projects $673B in sales as AI demand widens
#28The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.
Capex covers a lot of non-gpu stuff, but yeah it doesn't sound crazy to me.
Re: Nvidia projects $673B in sales as AI demand widens
#29Earlier quoted context omitted.
Do not short it. I repeat, do not do this! Do not play the game of capitalism against expert capitalists who have spent the last few decades rigging the game more an more in their own favor. In very rare cases may be lucky but only for a short while. The more trades you make the more the odds stack against you, and you will loose everything. In a game where the odds are stacked against you, the only winning move is n…
It’s a shitty advice (the one about not playing, not the one about not buying shorts). The winning move is to have diversified longs with long horizon. That’s all it takes to participate in profits from “rigged” system.
I disagree. The winning move is to organize, and stand as workers in solidarity against the owning classes, engage in direct action (including boycotts and strikes) until the ruling class changes the rules in our favor, or better yet, abolishes this godforsaken economic system of capitalism in favor of a system that rewards workers and not our exploiters.
Re: Nvidia projects $673B in sales as AI demand widens
#30The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.
I couldn’t find the 1000b number, but if that is “ai buildout capex” that means you think that 67% of every dollar spent on building data centers, training models, and running inference, is going directly to nvidia. Which is just silly on the face of it. Data centers need concrete, copper, DRAM, SSDs, and labour. That alone will cost more than 33%.
Yeah but remember 1) stuff gets more expensive the more it's "processed"/further up the chain. It's hard to think of something further up the value chain than a modern gpu server. Just look at one input, asml machines. 2) a lot of dram, labor etc is also baked into the gpus.