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Nvidia Announces Financial Results for Second Quarter Fiscal 2025

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Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#81
post #74
post #73

Earlier quoted context omitted.

> Nvidia has to keep maintaining this huge footprint of software, keep it going themselves, supporting a vast legacy, while everyone else gets to innovate forward, with much better access to the hardware. When I hit an input box on my phone, a keyboard pops up on the screen, with the first row saying QWERTYUIOP, just like the Sholes and Glidden typewriter of 1878. I'm waiting for innovation on this first, then I'll l…

Wat. The keyboard you pop up this way will autocomplete your words, autocorrect your typos, and allow you to input whole words by swiping, twirling gestures. It's very much not your legacy typewriter keyboard, even though the order of the letters is the same. Maintaining the order of a couple dozen keys is not expensive or hard.

> It's very much not your legacy typewriter keyboard, even though the order of the letters is the same.

That random order of letters from 1878 still appearing on my screen is the definition of legacy.

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#82
post #36

What is the case for continued growth of Nvidia? Every single sizeable entity (Google, Microsoft, Intel, AMD, etc.) is working furiously to replace them. I can imagine plenty of reasons that Nvidia sales would remain strong, but I understand less where more growth would come from.

Ploughing AI profits into their CPU design division and then growing Grace into a serious competitor to Intel/AMD on the server side.

Intel market cap plus AMD market cap is less than one ninth of Nvidia market cap, so the market opportunity you describe can't be what is keeping Nvidia stock price as high as it is. I.e., the non-AI server hardware market opportunity is just not that lucrative.
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