Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)

[winston]

vested

Nvidia stock sell-off is overdone, Goldman Sachs analyst says

Nvidia is inexpensive following a record breaking selloff

by Madison Mills and Brian Sozzi

"First of all, demand for accelerated computing continues to be really strong. We tend to spend quite a bit of time on the hyperscalers — the Amazons, the Googles, the Microsofts of the world — but you are seeing a broadening in the demand profile into enterprise, even at the sovereign states."

Goldman estimates that generative AI will begin materially contributing to sector growth by the second half of 2025.

Source: Yahoo Finance

https://finance.yahoo.com/news/nvidia-s ... 56968.html

[winston]

by behappyalways;-

Nvidia A100 and H100 AI chips are cheaper to rent in China than in the US, a sign the advanced processors are easily reaching China despite US export restrictions, the FT reports.

Noting 4 small China cloud providers charge local tech groups US$6 an hour to use a server with eight Nvidia A100 processors in a base configuration.

The same costs $10 in the US. Nvidia H100 GPUs are also readily available.

One China cloud vendor said higher prices paid for smuggled Nvidia chips are offset by cheap engineers and cheap power. $NVDA $TSM #semiconductors #semiconductor

https://x.com/dnystedt/status/1831920265124778046

[behappyalways]

Nvidia Soars After CEO Says "Demand For AI Chips Is So Great" Customer Relations Are "Tense"
https://www.zerohedge.com/markets/nvidi ... -are-tense

[behappyalways]

Fascinating. Competition for $NVDA starting to heat up.
https://x.com/Mayhem4Markets/status/1834684887355261438

[behappyalways]

Here's just 10 minutes worth of $NVDA call buying flow
https://x.com/Mayhem4Markets/status/1838605201080766733

[behappyalways]

Everyone is grabbing Blackwell chips!
Huang Renxun: The demand is crazy.
Huida joins hands with Accenture to promote enterprise AI technology

大家都在搶Blackwell晶片!黃仁勳:需求非常瘋狂 輝達攜手埃森哲推動企業AI技術｜非凡財經新聞｜20241003

https://m.youtube.com/watch?v=MKYKBQGgtI8

[winston]

not vested

Nvidia's biggest problem might be about to get even worse

by Rob Lenihan

U.S. officials have discussed limiting sales of advanced AI chips from Nvidia and other American companies on a country-specific basis.

The big issue is that ASML's bookings for the September quarter were down sharply compared to the June quarter.

In response to U.S. export controls, the developers are working with brokers to access computing power overseas, sometimes masking their identity using techniques from the cryptocurrency world.

The buyers and sellers of computing power and the middlemen connecting them aren’t breaking any laws.

Cloud companies said the export rules don’t restrict Chinese companies or their foreign affiliates from accessing U.S. cloud services using Nvidia chips.

Source: The Street

https://www.thestreet.com/investing/sto ... m_content=

[behappyalways]

Blackwell will be sold out in the next year.
Morgan Stanley continues to call for buying Huida!
Demand for Blackwell is booming.
Huang Renxun said there will be meaningful growth in 2025

Blackwell未來1年份搶光光 大摩續喊買輝達! Blackwell需求爆棚 黃仁勳稱2025有意義成長｜非凡財經新聞｜20241013

https://m.youtube.com/watch?v=o0i67zxAMek

[behappyalways]

Nvidia's New Open-Source AI Model Beats GPT-4o On Benchmarks
https://www.zerohedge.com/technology/nv ... benchmarks

[winston]

not vested

Nvidia CEO Jensen Huang said on Wednesday (Oct 23) a design flaw with its latest Blackwell AI chips which impacted production has been fixed with the help of longtime Taiwanese manufacturing partner TSMC.

“We had a design flaw in Blackwell,” Huang said. “It was functional, but the design flaw caused the yield to be low. It was 100 per cent Nvidia’s fault.”

Source: Phillips