21–30 of 82 posts
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delusional to think it isn't
not everyone works on ai or ai adjacent products, or even tech on this site
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Could be related to the $50b buybacks
Shouldn't those pump the stock?
Numbers are impressive, not sure why it's down in AH.
Numbers are impressive, not sure why it's down in AH.
Because markets are forward-looking. They know this cycle of the AI hype bubble is coming to an end, so to put it simply, this earnings release is as good as it will get for a while. The market believes there's nowhere to go but down from here.
Besides Apple, who can't be forced to build server hardware at gunpoint, Nvidia is the only TSMC customer bringing HPC to the consumer. That's an enormous segment they can capitalize on, and AI is really just the tip of the iceberg. With so many other OEMs laser-focused on AI performance, they're entirely glossing over the flexibility that made CUDA successful in the first place. Pour another one out for OpenCL, the industry hardly knew ye.
Numbers are impressive, not sure why it's down in AH.
Looks like things are slowing down (second derivative)
Earlier quoted context omitted.
Because markets are forward-looking. They know this cycle of the AI hype bubble is coming to an end, so to put it simply, this earnings release is as good as it will get for a while. The market believes there's nowhere to go but down from here.
The market thought Nvidia was toast when cryptocurrency flopped over. The demand for GPGPU compute is pervasive, and even if LLMs go nowhere then there's still applications for CUDA and high-performance server compute. When the dust settles, Nvidia's lifeline is less the AI demand and more their server niche they fill. Besides Apple, who can't be forced to build server hardware at gunpoint, Nvidia is the only TSMC cu…
TSMC doesn’t sell chips directly, they just manufacture designs
Earlier quoted context omitted.
The market thought Nvidia was toast when cryptocurrency flopped over. The demand for GPGPU compute is pervasive, and even if LLMs go nowhere then there's still applications for CUDA and high-performance server compute. When the dust settles, Nvidia's lifeline is less the AI demand and more their server niche they fill. Besides Apple, who can't be forced to build server hardware at gunpoint, Nvidia is the only TSMC cu…
How does nvidia compete with TSMC? I thought nvidia used TSMC for fab? And a Samsung, but that hardly makes them competitors. TSMC doesn’t sell chips directly, they just manufacture designs
Numbers are impressive, not sure why it's down in AH.
Because markets are forward-looking. They know this cycle of the AI hype bubble is coming to an end, so to put it simply, this earnings release is as good as it will get for a while. The market believes there's nowhere to go but down from here.