Nvidia's GPU Technology Conference is 'the Davos of AI', says Constellation Research's Ray Wang

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  • Опубликовано: 27 май 2024
  • Ray Wang, Constellation Research principal analyst and founder, joins 'Squawk Box' to preview Nvidia's highly anticipated GPU technology conference today, what to expect from the tech giant, and more.

Комментарии • 42

  • @TonyRiley-qb7sw
    @TonyRiley-qb7sw 2 месяца назад +20

    I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 72k.

    • @karenwilliams9653
      @karenwilliams9653 2 месяца назад +5

      Microstrategy CEO bought $155million worth of bitcoin, so yes BUY!

    • @zoebakker5211
      @zoebakker5211 2 месяца назад +3

      It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.

    • @kendavies8351
      @kendavies8351 2 месяца назад +2

      well the crypto market is expected to do way better than any other equity sectors this 2024 especially with the SEC crypto ETF approval but it’s a volatile market nevertheless and if you’re new to it, it’s best to reach out to an experienced adviser for proper guidance.

    • @lisaMauer-sj5el
      @lisaMauer-sj5el 2 месяца назад +3

      Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.

    • @TonyRiley-qb7sw
      @TonyRiley-qb7sw 2 месяца назад +1

      could you recommend some good advisers? don’t get me wrong, I already have an asset manager, but he seems not to know much about crypto.

  • @robertwilliam9558
    @robertwilliam9558 2 месяца назад +11

    NVDA to the Moon.

    • @gooldii1
      @gooldii1 2 месяца назад

      Today doooown! 😂

  • @me-pk2kb
    @me-pk2kb 2 месяца назад +2

    a sad day to all nvidia competitors who trying to run without being able to walk. 30X inference speed improvement kills all...

  • @noroomrecords6656
    @noroomrecords6656 2 месяца назад +2

    NEAR protocol co-founder and CEO will be on a panel at the conference

  • @dgaz3057
    @dgaz3057 2 месяца назад +4

    she needs to up her antidepressants...

    • @gooldii1
      @gooldii1 2 месяца назад

      Like you?😂

    • @dgaz3057
      @dgaz3057 2 месяца назад

      @@gooldii1 No like you, your mama is worried.

    • @gooldii1
      @gooldii1 2 месяца назад

      @@dgaz3057 get well soon.
      My Depot has a Video here.
      1.4 Mio.

  • @gooldii1
    @gooldii1 2 месяца назад

    Whyyy is Stock going down???

  • @eversunnyguy
    @eversunnyguy 2 месяца назад

    Accenture, Oracle, Globant will be the some of those building AI applications...

  • @TPM188
    @TPM188 2 месяца назад +1

    This guy is good and knows what he is talking about. But advanced chip making is harder than refrigeration and Internet. Look at the number of competitors and you will understand. Investors will regret missing TSMC in the future.
    Image there was only one refrigeration makers for all drinks in the market. (Soft drinks, beers, milk).

  • @poormansoutdoors.6765
    @poormansoutdoors.6765 2 месяца назад

    $Render will work side by side with Nvidia!

  • @ronmatthews2164
    @ronmatthews2164 2 месяца назад +2

    Nvidia to $ 2,200 this year.

    • @gooldii1
      @gooldii1 2 месяца назад

      Dooown today

    • @ronmatthews2164
      @ronmatthews2164 2 месяца назад

      ​@@gooldii1
      Lol
      Fed meeting today,stock market is down.
      $ 2,200 this year.

    • @gooldii1
      @gooldii1 2 месяца назад

      @@ronmatthews2164 tomorow.🤣🤣

    • @gooldii1
      @gooldii1 2 месяца назад

      @@ronmatthews2164 fed meeting is TOMOROW. Wake up!

  • @Chryeon
    @Chryeon 2 месяца назад

    so basically it all rounds up back when intel is the leader and keep churning new faster chip until AMD overtook the crown due to pricing power, thus cycle will repeat again...GPU are just going to be fast and fast until something cheaper took over the crown!!

  • @pauldannelachica2388
    @pauldannelachica2388 2 месяца назад

    ❤❤❤❤

  • @Jnoel608
    @Jnoel608 2 месяца назад +1

    lol imagine China paying for nerfed chips. And Nvidia trying to sell it with a straight face.

  • @tuberichter
    @tuberichter 2 месяца назад +1

    I deleted my coment because I had nasty thoughts - thank you and love for anybody

    • @briantep458
      @briantep458 2 месяца назад

      lol youtube deletes every comment

    • @gooldii1
      @gooldii1 2 месяца назад

      Jaja

  • @StockAnalysiswithIQBAL
    @StockAnalysiswithIQBAL 2 месяца назад

    I was expecting NVDA surge on Monday after this conference starts but it didnt happen. This means NVDA cannot hold 900 levels. My analysis for today and this week. ruclips.net/video/hOq-a5J6Nm0/видео.html

    • @gooldii1
      @gooldii1 2 месяца назад

      Whyyy its gping dooown?

    • @gooldii1
      @gooldii1 2 месяца назад

      But your Voice is a Joke!😂 "dettt iss de India Pidgin"😂😂

  • @actondon6573
    @actondon6573 2 месяца назад

    now Nvidia is AI-leader... how stupidly people can totally misunderstand tech industry ...

  • @Unclesam404
    @Unclesam404 2 месяца назад +1

    This guy is a joke. Firstly Amd’s MI300 is faster than H100. And even with B100 the HBM capacity can only match Mi300X. Secondly, AMD is the leader of chiplet technology and MI300 is still much more advanced than the pathetic 2 die B100. AMD just need 6 more month of software maturity and let’s see who can steal nvidia’s lunch. 🎉

    • @me-pk2kb
      @me-pk2kb 2 месяца назад

      a sad day to all nvidia competitors who trying to run without being able to walk. 30X inference speed improvement kills all...