GET IN EARLY! I'm Investing In This HUGE AI Chip Breakthrough
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- Опубликовано: 13 май 2024
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#nvidia ( #nvda ) has gained over $1 TRILLION in value since #openai released #chatgpt about a year ago, thanks to their Hopper GPU. Meanwhile, AMD ( #amd stock ) and Intel ( INTC stock ) are scrambling to get their chips into AI data centers. Last week, Jensen Huang revealed NVIDIA's new Blackwell GPU, spelling BIG trouble for AMD and Intel stocks, making NVDA stock the best stock to buy now for the Generative AI era.
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Timestamps for this Nvidia Blackwell deep dive:
00:00 NVDA Stock Will Top the Market
04:16 NVIDIA Blackwell B200 Breakdown
08:18 NVIDIA Blackwell at AI Factory Scales
15:21 My Thoughts on NVDA Stock Post-GTC
» Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
» Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
» Tesla (TSLA Stock) Valuation:
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» Palantir (PLTR Stock) Valuation:
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» Advanced Micro Devices (AMD Stock) Valuation: simplywall.st/stocks/us/semic...
» Podcast: • E5: Our Top 5 Stock Ma...
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Resources & References:
» @NVIDIA GTC March 2024 Keynote with NVIDIA CEO Jensen Huang: • GTC March 2024 Keynote...
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
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Wall St does understand AI or Nvidia but doesnt matter. Dude you are a small fish in the pond, you dont need to understand you just need to invest and follow the trends. There is a reason why year over year the company has grown by 200%.
But who is assembling all these MCM components, is it China?
Nancy Polisi understands Nvidias potential
@@miecraftpeplayer1515 ? What?
I think NVDA is going to retrace to $550 - $650.
I recently read an article about a man who identified AI stocks before the AI boom, highlighting the importance of information and insight. I believe AI is poised to enter a new phase, and I aim to position my $200k investment portfolio to capitalize on significant gains.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, AMD, ANSS, and LRCX, my advisor's guidance was invaluable.
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
How can i reach this person?
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "KRISTIN AMBER LANDIS" I've worked with her for years and highly recommend her. Check if she meets your criteria.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.
Notwithstanding investment in this particular AI chip Breakthrough and its potential Bullish, I still feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Yes, you are right. it's been a brisk tailwind for investors in US stocks over the decades but it is still a delicate season now, so I advise you to consider the guidance of a financial advisor.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
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Most all stocks are like a fishing bob riding the ocean waves of constant up and down…some more consistent, some more volatile but in the case of solid companies that have traditionally performed well, I just buy MORE OF THEM when they are down and wait for them to bob back up….and never any hunch or hope for a new comoany…just too much risk for me
1st vid of yours I've seen Great stuff!
Great content as always bro, I remember when you first came out, knew u was gone be here to stay, I do miss your OG thumbnails though
One thing that I found interesting is that Nvidia named their chips after famous mathematicians and physicists. For example, Grace is named after Grace Hopper, who invented the first compiler and coined the term “bug” for a computer error. Hopper is named after William Hopper, who developed the Hopper matrix, a tool for solving linear equations. And Blackwell is named after David Blackwell, who made contributions to game theory, probability theory, and Bayesian statistics. I wonder who they will name their next chip after. Maybe Turing, Ramanujan, or Einstein?
Anyway, great video and keep up the good work! 👍
Turing already used back in 2018
that's awesome
Rieman chip
Dennis Hopper was in Easy Rider. I'm sure its relevant, somehow.....
One day they'll name it after Jensen.
Agreed. Bought Mellanox for $7 billion seemed so cheap today. Without its own high-speed high-throughput networking, NVIDIA margin would be much lower.
You bought the company? That’s incredible
Connecting two dice into one device was done previously by Apple in its M1 and M2 ultra machines (and soon M3 ultra). This is essentially the same thing. Not to diminish it, but it's not the first. And, DPUs are not "more parallel" than these GPUs. In San Francisco, there are tens of thousands of homes that have Google fiber, 1Gb/s up and down, symmetric. That's 125 MB/s, up and down, or 250 MB/s per connection. If there are 100,000 such homes, that's 25TB/s aggregate bandwidth. If there are 10 such cities--there are far more than that in the West--that's 250 TB/s. So, no, the bandwidth in the system that Jensen talked about does not have "more bandwidth than the Internet." Now, he might have meant something like backbone bandwidth or some other qualification, but that's not what he said.
Nvidia is losing faith and market share in retail consumers slowly, they’re not going to break into mass commercial adoption. Microsoft however is already doing so and working on new stuff and not really talking about it or showing off; Microsoft doesn’t need to lol.
Is it just me or is anybody else mind boggled by the fact that 1.4 exaflops is in a single rack cabinet?!? One of the biggest supercomputers is literally 1.2 exaflops. Now they probably achieved this metric by scaling down neural networks to 4 bit floating point, but that just shows how they optimize software to reduce compute time and power to make better neural networks. 25x less power for way more compute... Juggernaut.
It's partially due to the latest TSMC chip making tech, just imagine when we can make chips in 1nm.
@@dfv671Is no one here taking China into account here?
@@GFY11 what do you mean sir?
@@dfv671 I see everyone here thinking that the production of these chips is some foregone conclusion. Could China not blockade Taiwan and put a two year delay on this? US politicians have discussed destroying TSMC plants if China took over the island. Does not seem like many people know this.
@@dfv671 He could mean any number of things I believe. One that NVDA's chips are made in Taiwan by SMCI and that China could invade Taiwan at any point and steal that tech. NVDA is a threat to all countries and corporations because of their advances. The US has banned China from acquiring high end NVDA chips. China is creating their own AI simultaneously, so they potentially could leap ahead with quantum computing and AI. They already have great facial recognition software and are making it better and faster everyday. We'll see.
Hvala!
Well done - good vid. The mood of the staff working there is also so important for teamwork and success. An independent visit to the works could be revealing. Google is known for its staff friendly approach and the enterprise of their execs too.
Very good point. Happy employees = great business (usually)
No, it's not a big threat. The market for AI is so huge that AMD will do just fine. It's amazing how so many continue to underestimate what Lisa Su brings to the table. What she's accomplished at AMD since becoming CEO in 2014 is incredible. And she now has a team of over 25,000 employees, we haven't seen anything yet. IMO she's just getting started.
this guy is so cringe
AMD doesn’t have to catch up to Nvidia to make money. Tons of money.
you're giving Su too much credit. Lisa Su has done a great job at AMD not because she's brilliant. But because AMD was so badly mismanage prior to her being there, that it made her look like a genius after taking over.
@@alexng4 AMD was almost going bankrupt when she took over as CEO and now it's 1.5 times bigger than Intel.
Getting Nvidias scraps? Lol
thanks for your work great video....
You have a great channel man, thanks so much for your time.
Glad you enjoy it!
Great video, thanks for sharing 👍🏽
I was part of that Mellanox acquisition. It has paid off handsomely.
Nailed it, Bro !
Your list of top stocks looks similar to the typical go to tech portfolio. However a few exceptions. First, although overvalued by now, what about the companies supplying all of these server farms? SuperMicro, Dell. Taiwan semi makes Nvidia chips, where's TSM? The AI chip design is also dependent on ASML and Lam Research. Fortinet was a 2023 play for cyber security. Palo Alto is fine, but replace Fortinet with Crowdstrike. Memory ? How do you build server farms without DRAM or storage? Add Micron and Western Digital. Although early keep an eye ARM. Palintir? Oh god! The sleeper AI supposed powerhouse that has more PR that stock stability. This stock cannot get traction and is just a short term option play. Hopefully their military contracts can pan out cause we all need AGI powered automated military weapons, right? not!
One of a few people out there doing quality work, appreciate the good investigation.
amazing vid man ! i appreciate it
Glad you liked it!
Yes comparing in terms of times or fractions is easier to picture than just raw data speed.
Great info. Thanks
Glad it was helpful!
Awesome Bud! 🥳🥳🥳❤️❤️❤️
Thanks bro for the reassurance. One thing tho, what about groq and other potential specialized chips that are to come?
great job Alex, putting it all together for the non professionals- Thank you
Hi all Medium to long term targets? For Nvidia share price
another great video! well done!
Dear Alex , please could you share your knowledge on which apps/trading platforms are the safest yet also easy to use / beginner level. ( into Nvidia ) Thank You . from Australia
Check out Fidelity if you have access to it!
@@TickerSymbolYOU what account would be best to have on there for a beginner?
your videos are always optimistic. Can you ever do one where you highlight risks potential bubbles
The only risk is the lack of energy sources and violent social unrest but on the first one apparently Microsoft is already building it's small nuclear power plant
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So how I see it, AI industrial boom is inevitable. The only risk is when and who. When is it going to happen and who... which company is going to be leading it? If you get the "when" wrong, you can lose money in the short run, ie. NVidia crashes and burns due to another company taking it's place and you lose all of your money. Or "Who", You bet on NVidia when you should have bet on AMD. Luckily like someone else stated in this video, when this supposed new AI industrial age happens, any company who is competent and doing work to improve hardware for AI will probably earn profits.
In the very long run, maybe a decade or so, when the market cap has reached its peak, then maybe we will start seeing one particular company being outcompeted or taken over by the other. This is just all speculation though.
How I see it, unless these two companies fail to produce the technology, and/or there is government intervention via legislation that bans AI use, the only other possibility is WWIII where humanity ends, in which stocks will no longer matter. So based on this analysis, it is a pretty good investment. Having said that nothing is fail proof. At the end of the day only invest in how much you are willing to lose. That is the ultimate golden strategy that will work 100% of the time.
ehhh he already full ported nvda he has to pamp it
@oluadroit8692 I distinctly remember this channel posting a video in 2022-2023 on how AMD was eating NVDA's lunch, and NVDA went on to 9x in market cap. This channel doesnt have a clue.
Thanks for providing the great content as always!
My pleasure!
I think in one year
Tesla stock price $ 120
Nvidia $ 2,200
$5-6 trillion market cap in one year? C'mon man!
Keep buying.....So next year NVDA will be worth $6 trillion...
@@Sunil-he8xm Your grandma will need Nvidia GPUs to train her robots to knit for her. Better to get in early before that happens. By then it'll be in the quintillions.
when you read such comment its time to sell.
based on what you think. Makes sense
Great video! Thanks Alex!
My pleasure!
AMD and Intel will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move. Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of AI open.
great video dude
Found you after clicking randomly on a RUclips suggestion. Liked and subscribed after the first 30 seconds precisely because you're respectful of my time. Good job, keep it up!
What do you think of aisp? A good stock or another lcid?
I'll check it out!
THANKS
Would compare LLY and Nvidia then look into your crystal ball for short and long term growth? Thank you
Amazing video! Thanks Alex
My pleasure! Thanks for watching!
Most of the performance improvements is because they went from an 8bit architecture to a 4bit architecture and also glued 2 chips together. 4 bit architecture will be less accurate for AI training. This may be ok or maybe not.
So overall not much of an improvement (only a few percentage).
You're kind of right, kind of not. The architecture includes some smarts to know WHEN to switch to FP6 or FP4 so it only computes with the precision needed.
My three favorite channels: Ticker Symbol: YOU, Stock Brotha, & Everything Money. Love them all! ❤ ❤ ❤
My goodness you watch Everything Money? Stay away.
Thank you so much.
Cheers 🍻
We gonna have to pedal really fast to power theses things
The great content.
Thanks!
Thank YOU!
What are your thoughts on Soundhound ai stock?
I will buy the dip. Nvda run so much this year for sure will come down at some point when the market goes bearish.
Thanks captain obvious.
When is the dip?
@@Bluemusic66 I let you know lol
Can we have a more rounded view ? Competition, markets size, risks etc.
Nvidia has nearly 100% of this market. No competition, size is very big, only risks are associated with TSMC/Taiwan, which is out of anyone's control 🍻
One missile over Taiwan will change everything - this is the risk for many high-end semi companies or those that depend on tsmc, including nvdia. That's why the race to build more fabs outside Taiwan. Nvdia is good only at AI training. AI inference is a bigger market, especially AI at the edge, with many players. Research more.
Great video as always.
❣️
Great vid 😊
Still interested to know how these chips are earning profits for companies, but I guess we'll figure that out later. What are the applications?
ChatGPT, Copilot, Midjourney, Adobe, ... All SaaS products paid by companies worldwide.
Pls - what is black wells ticker symbol or vidia ticker symbol
NVDA
But why did they sell denmark the old one to use to build a new supercomputer that is just not Nice.
A lot of investors just look at graphs and try to predict what the graph will do based on weird graph shape mumbo jumbo. It's like reading star signs and totally disconnected from reality.
Ya, ya ya, but can these DPU's do color graphics?
Alex you should look into Astera labs and Soun thanks
Excellent video! Consider buying NVDL which is a 2x leveraged ETF of NVDA. The way this ETF works is that for every percentage NVDA goes up or down, NVDL will move 2x on the upside and downside respectively. NVDL closed at 41.50 on 29-Mar-24 while NVDA closed 903.56.
An etf of a songle company? What?
"Get in early" - OK, wheres the time machine to travel back 25 years?
Is there a particular reason you PANW and FTNT instead of CRWD? Just curious.
Company insiders were selling shares of CRWD
@@Biz005Insiders sell shares all the time, though.
Why not run 8000 Blackwell gpus, refill displacement, and see the total power draw vs Hopper In that manner....???
They cut displacement, then sell the same rate of speed. Vs power draw and space savings. If the space was already created so was initial displacement
Can improve architecture but what are they doing making super computer laptops or refilling the space with modern architecture to improve performance in the same 8000 gpu package, sell em on space savings architecture, and matching speed with an old architecture while reducing space. Obviously reducing power consumption, but ok. Same compute power now Mobile, what about displacement like sli, and the 4090. Tdp of 450w, 525w load, two 1050w, looks like quad sli displacement, 4 Titan v same at 250w tdp and while 4 drawing the same..at least you get your property bsck. Mini atx laptops or full atx etc with 2x 90 series.... Sli works best on maximum vram and memory architecture, expanding gfx anti-aliasing, resolution. Gfx software game modding, ultra detail settings future proofed with thise settings, bragging rights, fun, and longevity
X2 of everything and not offered
4090 is basically two 4080 crammed together at 450w tdp instead of 250-280w single 4080, and agian no SLI SO NO REPLACEMENT FOR DISPLACEMENT. 2 4090 basically would be quad sli.. at 1050w full loaf. 5 series ect. But there playing a game selling reduction when in fact the same amount of power can be placed to create more gpu rendering power at the same wattage as before, double the total vram, even though vram.per gpu is the same. Fill rate, cuda cores, raytracing cores. Pixel rate, 2x rendering at same wattage as quad sli being what's missing along either 3 way 4080 series.
But ai so great why doesn't it write excellent driver sets for sli, along with a hardware style nvlink on the mothrrboard
5090 in sli would be wonders. No replacement for displacement and given power factor no matter the architecture change upgrade
Why the 9800 gtx uses 160w , and 5870 188w,'250 w overclocked. Why a 3dfx voodoo 5 5500 had two chips at 15w a piece for 30w, but definitely tdp displacement
While a voodoo5.9000 has 32 way sli 32 vsa 100 chips 2 gb-4gb ram depending on model, and with the correct mothrrboard windows xp dx 9.0c and driver sets, crysis runs better than a mondern sli aetup from 2007 lol.
32 chips 60 watt 4 chip lanes
8 lanes wide
What's the tdp
Agp power plus 4 molex
About 420-450w tdp
There was also a v5 8000, 8 chips, setup in sli, for 4 cards. To get 32 way sli...
Sli really only needed to stretch the limits of rendering computing and provide extreme visuals as a gfx workstation studio Gaming systems. 8k with 8x or 16x anti-aliasing with filters maxed and ultra gfx with gfx mods are what's good now. Hitting beyond a 32k filtered resolution on 8k, but where is the sli to enhance 8k max detail settings and gfx modding with raytracying and some are rich, what about 16k resolution doing the same. 4000 dollars Two 5090s you think it would be achievable. Mabe on 6 or 7090 when they decide to actually add in video memory rather than miniscule increases creating g p u bottlenecking at higher res or detail anti-aliasing settings, wheb in fact the gpu had enough steam.when v ram becomes literally upgraded off the board and exchanged.
Tdp
Sli
Vram
Memory architecture
Imagine two 5090 you could afford even if the price tag is 2000 a card when new, at say 48 gigabyte vram 512 bit bus, upgraded cudas raytracing cores ect, two in sli would be basically 96gb ram Even though 48gb per gpu, and 1024bit even though 512, with all the ai and frame generation, i don't see what the issue is other than displacement getting cut to basically hidden sli between the 90series ad 3090-4090- and hopefully changes with 5090 and up. I want my third and 4th performing displacement, Sli on the top end card will stretch the limits of rendering power not only at available resolutions bit with antialiasing, filtering, uhd file sets, gfx modding the game, under ultra quailty presets.
All the rgb, like the guys out there with fake fast cars acting as if there fast. It's almost embarrassing to know the truth, and the fact they focus less in the advantage of pc and more on other systems not in the sane form factor with much more diminishing returns.
9800gtx 3 way sli 1.5gb ram
While 8800gtx was 764mb ram, 3 were 2.3 gb
Crysis Maxed ultra settings and being a gfx molded game. Eveb more so, ran into issues with frame buffer or v ram right at 1920x1080 4x aa, 16x af, but worked at 2x aa and even better without. The 8800gtx, would run these settings 3 way and more fps on 4 way due to extra memory and its memory controller. Solid 40fps or more without hitching and 7fps drops like the newer cards they sold. 9800gtx
Same trends seem to continue and have become worse now with no sli on newer architecture, messing with MAXIMUM DISPLACEMENT.
Increasing displacement and architecture but then removing MAXIMUM DISPLACEMENT
3 WAY SLI
QUAD SLI
I HAD THREE 5870 NEW FIRST MONTH, TECHNICALLY I HAD A FASTER SYSTEM. GIVEN I COULD RUN 3 4080S NOW OR THREE NEW 5080S OR 2 5090S OR 2 4090S
Start looking at power draw and displacement among form factor, the curve is a trick I'm the illusion
Can't replace power factoring, why a laptop is a laptop , desktop is a desktop, supercomputers are supercomputers size of rooms or buildings
If I could have a 25 watt video card that ran photon mapping ray traycing at 500 fps and 16k resolution, it must be one hell of an architecture, what if we make it larger jack it up to 450w tdp, and then add a second card to link between those two,
We could get 276k resolution with 32x aa at 240hz
Newer quantum architecture, just replaced displacement at 1060w with it though....
Hi You I wrote the same thing last week that Nvidia will be the largest company by Mcap by 2025 Christmas. And with AGI already here and Microsoft and OpenAI spending $100 Billion on StarGate Super Computer with a million plus chips in it and there are several of these. So they don't spend that much money without AGI, and now we know that ChatGPT 7 is nearly ready and they have said that has AGI, and i'm not talking about the GPT 5 that's on media, but the GPT 7 version.
EDIT: I thoroughly enjoyed GTC.
amazon bought a bunch of pico vr headsets and we used them for traning and it was alot faster than their old way of traing its will surely take over
great video, thank you!
Glad you liked it!
How’s much chips would they need and how long would they last to buy new
Great video. I think Nvidia has a very bright future and I also see it being number 1 company some time soon too.
I've got a diversified portfolio currently. Different growth stocks, ETFs, dividend stocks etc. But my 2 highest conviction stocks currently are Nvidia and SuperMicro. I invest 50/50 into both of these daily. But have been thinking about about aiming more towards Nvidia for higher weighting. Any thoughts would be great.
My top 3 investments are: Nvda, tsla, crowdstrike…
@Christine_perkins33 believes
Should call them cabinets, instead of racks, the racks slide inside the cabinets.
How much of their stock do you own? Seems like a lot of your investment is riding on this
137tb per second is the amount of data transferred per second on the internet? @12:40
"Wall Street does not understand NVidia" - this was clearly demonstrated when the stock price basically shuffled sideways instead of exploding to $1500+ after the announcements.
They'll get it when the earnings are reported.
@@mikebuchanan7610 I agree short term, but I do believe stuff like Groq will eventually take over. Long term this bubble will bust and bust hard.
Guys it's a buy opportunity for those that know.
And Jensen is playing 4D chess with their competition. All their competitors are trying to come up with an open source version of software that will break NVDA's monopoly. But Jensen will have their own superior open source version ready and will deploy it AFTER the competition has spent billions developing it. Whoops, foiled again. nVidia is already thinking 10 years ahead now. Everyone else thinks they're going to dethroan NVDA as if they're going to stand still and let it happen.
"Wall Street does not understand NVidia" because they don't even understand the algos flashtrading for them but the profit goes up and thats all that matters.
No mention to NIM? It's the real deal that AWS fast went to post about once he mentioned it on stage😂
Great video!
Glad you enjoyed it!
On your right = His left hand 😊😍 but... Otherwise... great info - hope you're right about the value / price - thanks
Left, right, up, down, I don't even know anymore! 😵💫
Nice overview. Own a boatload of NVDIA MSFT and AMAZON already - and it has been amazing - so not adding even more, still I hope you are right. The counter argument is that there are many out there who are trying to copy/best NVIDEA’s hardware advantage. May take time, but not sure the company can lock in their customers like say Apple were able to.
How are you buying nvidia stock. A quick google search shows all sorts of websites to make accounts with and since I never bought stock (did the whole crypto thing tho), I don't want to be dumb and get scammed. What is your process?
The so called analysts don't understand a fundamental law of generative AI - all other things made equal, increasing Scale of compute makes the AI more intelligent and they are needed yesterday for any company that wants to build a leadership LLM. NVidia is giving them the solution and also has an upgrade pathway as Scale continues the go up.
Any company or sovereign country that wants to lead in LLM are compelled to buy NVidia solutions ASAP or be left in the dust by their competitors. A new purchase, in turn, creates stickiness on upgrade paths into the forseeable future. Instead, these talking heads are busy talking about comparing NVidia to CIsco in 1999 bubble, talk of the Osborne Effect, the potential rise of other GPU contenders etc etc.
Where comes all the relevant data for training the systems? How much data is there?
Since you need to feed the training with uncurated knowledge and descontextualizad in some spaces of expertise don’t expect anytime soon something similar to an AGI to develop a certain statistical intuition without embodiment and direct experience
@@Edmund_Mallory_Hardgrove oh joy, more control....yay...
Hopefully we get a stock split!
Chipotle to split and Mercado libre
What will happen when a stock splits?
How nice he has the Trecker logo well well well as if if
Why dont they integrate the two dies bypassing the middle communication chip, making the dies into one single oblong die, the same as the did with the first die?
Good video!
Keep bangin' Alex! Thanks for bringing NVIDIA's exploits to my attention, I responded immediately. NVIDIA's scale reminds me of Apocalypse in the X-Men series "I am as far above Mutants as Mutants are above Humans" "I am the Rock on the Stormy Shore... CRASH INTO ME AND BE BROKEN!!!" --Apocalypse
I remember the 486 DX Days of Math Co-Processors, PSPICE Circuitry computations were entered in CLI format and a simple Class A Amplifier simulation took HOURS to compute. Today, creating the circuit is GUI based, intuitive and the simulation will run in a few nanoseconds. Wall St. can't even flowchart a simple Y2K fix. Let "Y" equal Year/ increment Year/ IF "Y" is >< 2000/ Then LET Y = 2000. Such a hoax! I was broke then.. I have "Dry Powder" today.
This will not doubt come across as an amateur hour question, but I purchased Nvidia stock at $41 / share. How can I now justify buying more of it at 21.5 x that price? I can't do it! Great video as usual.
The earnings need to double in the next couple of years in order to justify this valuation. I think it is possible but is it probable? - I am not sure.
Agreed!
But what do you think about Groq and LPUs? Is Groq going to impact Nvidia's AI chip demand?
You’ve been to a conference, sure… but meetings with Microsoft platform staff that work at the global scale holds more value and they’re getting their stomping boots out and lacing them up.
They’re already starting to take more and more market share in government fleet and international corporation contracts which flows to retail.
“Continue to drive down energy and cost to scale”, the current gpu’s they sell use way too much power and cost far too much for the output.
14:00. 120kW per rack. Going to need a nuclear power plant to power just that one room.
Agree!!!
Getting rich is when u bought NVDA a year ago.
100% agree
I did.
Why not address Groq’s LPUs blasting inference faster than any GPU?
Bc nobody wants to learn to code on their platform
The fact you didn’t hold me until the end of the video was enough for me to hit the Subscribe button and like the video 👍 Awesome channel.
Need 4k
Terminator download in 95% complete...
These chips suck for inference and if open-source keeps kicking closed-sourced cost effectiveness out the door = the demand for training will be tiny and crowdfunded
both BDRX and Dolphin-Mixtral beat gpt3.5 and in many scenarios gpt4 and they can be run on a M3 Max way faster than you can read...
potentially but right now i am just day trading it, cant hold to it, too unsure
The speeds of these new products sound amazing. But how does it matter when everything else connected to it will bottleneck that speed. Storage devices, wifi, internet speeds. None of those will come close to utilizing those speeds for a long time
don't know about that, sounds like a bubble to me ("New paradigm!" stage)
So what exactly is our Super computer powered with?
You can see the limits of scaling this technology right there in front of you: the silicon estate in use shows that this is at the limit.
It all comes down to performance and longevity.....
Holy shit, I knew it. At this rate we will hit well into hundreds of zettaflops or even hit yottaflops of performance by 2030. As generous as my predictions have been, I think even mine might be too conservative judging by how fast this is scaling up.
damn this looks cyberpunk, rather dystopic looks, good to see it being more energy efficient, but looking at the whole picture inncluding how people in the room react to thigns sounds insanely dystopic already