61–70 of 444 posts
Why, and what does it mean, for Nvidia to announce fiscal results a year ahead of time. Is it just promise to sell chips in advance, so that's how far it's booked, do they own a Time Machine...?
It's not black magic, they have contracts in place and know both how many GPUs will be produced and sold give or take few %s.
The good new is that Nvidia's high GPU prices motivate everyone (Intel, AMD, ARM, Google, etc.) to try and tackle the problem by making new chips, making more efficient use of current chips, etc. For all the distributed computing efforts that have existed (prime factorization, SETI@Home, Bitcoin, etc.), I'm surprised there isn't some way for gamers to rent out use of their GPU's when idle. It wouldn't be efficient, b…
Or their dominance leads to competition throwing in the towel and investing resources in a market with less stiff competition.
I wouldn't be surprised to see AMD start to pair back ivnestment on high-end GPUs if things continue down this path. I would say Intel likely keeps pushing, but I'm less convinced they can actually make much headway in the near future.
The good new is that Nvidia's high GPU prices motivate everyone (Intel, AMD, ARM, Google, etc.) to try and tackle the problem by making new chips, making more efficient use of current chips, etc. For all the distributed computing efforts that have existed (prime factorization, SETI@Home, Bitcoin, etc.), I'm surprised there isn't some way for gamers to rent out use of their GPU's when idle. It wouldn't be efficient, b…
I miss the small graphics company that used to care about gamers :(
Nvidia is dragging the entire gaming industry forward with ray/path tracing and AI-based resolution and frame scaling. Everyone else (I.e., AMD) is following Nvidia’s lead. In what way has Nvidia “forgotten” gamers with the rise of their datacenter business?
Earlier quoted context omitted.
Right but the market is saying that a dominant GPU business is worth more than a trillion dollars. Just hard for me to believe that they can't get the business off the ground with that kind money on the table. Can't they just hire all of nvidia's developers and pay them 5x as much?
The market is also saying that Tesla is worth more than BMW, VW, Audi, Mercedes, Toyota, Hyundai, Fiat, Ford, and dozens of others combined . Mehh, I don't know.
Whelp, I guess those September NVDA call options I sold are going to get exercised. Who woulda guessed after the crypto fallout that "AI" would come along and bump the price back up. Record revenues, and a dividend of $0.04 on a $450 stock? That's not even worth the paperwork. For example, if you bought 100 shares, that's $45K. From that, around September $4 will show up in your account, which you have to pay taxes o…
Should have sold a call credit spread instead! For large shareholders, the dividend would still be worthwhile. From what I could find, Jensen has 1.3 million shares, so he'd receive over $200k in dividends this year. You might think that's chump change, but another source lists his salary at just under $1m; another 20% bump in liquid income is nothing to sneeze at.
I'll get right on that...after I go look up what that means. :-) I'm but a simple options trader who sells calls to unload stock I didn't want anymore anyway, and the premium is the icing on that cake. Left some money on the table this time, but I otherwise would have just sold the shares outright, and I did make some bank regardless.
Gonna be missing that sweet, sweet $0.04 dividend, though.
Absolutely monster numbers. The aftermarket trading is up over 8% as of right now, roughly $41 USD to approximately $513 a share. Insane. Anyone who is a lot more versed in company valuation methodology see this as being near peak value, or does Nvidia have a lot more room to run?
Now it's just crazy.
Once enterprise adoption of AI picks up, demand for chips will increase 2-3 times further.
I'm told Nvidia's building their own fab in Southeast Asia over the next few years. This will massively boost their output.
The good new is that Nvidia's high GPU prices motivate everyone (Intel, AMD, ARM, Google, etc.) to try and tackle the problem by making new chips, making more efficient use of current chips, etc. For all the distributed computing efforts that have existed (prime factorization, SETI@Home, Bitcoin, etc.), I'm surprised there isn't some way for gamers to rent out use of their GPU's when idle. It wouldn't be efficient, b…
The good new is that Nvidia's high GPU prices motivate everyone (Intel, AMD, ARM, Google, etc.) to try and tackle the problem by making new chips... Or their dominance leads to competition throwing in the towel and investing resources in a market with less stiff competition. I wouldn't be surprised to see AMD start to pair back ivnestment on high-end GPUs if things continue down this path. I would say Intel likely ke…