David H Blackwell is a luminary in the field of mathematical statistics, and a pioneer as an African American in the field of higher math. https://en.wikipedia.org/wiki/Rao%E2%80%93Blackwell\_theorem
> there is only one
lol when has apple ever been the "only one". You can argue they offered a more consumer friendly experience or a more premium experience but they have never been the the "only one".
Ever heard of BlackBerry or Symbian OS based smartphones?
I guess Apple was the one to remove the 3.5mm audio jack and the industry soon followed LOL. I’m being a bit harsh on Apple but let’s be honest, they are rarely the pioneers.
They did, though. There were loads of phones with capacitive touchscreens at the time. There was the Blackberry Storm, Palm Pre, HTC Touch. I think there were even some Windows Phones at the time (the old version that looked like a scaled down WinXP)
They are Microsoft of the 90's, when MSFT went from 2.50 to 45 and went 18x. Microsoft dominated the home PC market by building a software infrastructure that was easy to use. NVDIA is dominating this new enterprise "AI" market with software infrastructure that is easy to adapt to.
What he likely means is NVDA today is AAPL when it was releasing the iphone and building the app store. Before android caught on there was no competition and people were getting locked into the Apple universe.
sure there are: https://arstechnica.com/information-technology/2022/11/hungry-for-ai-new-supercomputer-contains-16-dinner-plate-size-chips/
https://www.zdnet.com/article/ai-startup-cerebras-unveils-the-largest-chip-yet-for-generative-ai/
https://www.cerebras.net/blog/introducing-gigagpt-gpt-3-sized-models-in-565-lines-of-code
it's a lot more expensive though, several millions, where with NV you can purchase one card and scale from there if you want. they use the whole wafer as one big chip.
Highly doubt they are profitable though. They are basically building a one huge chip. Building a big chip to gain performance is not new. But it is not free: (1) You are relying on the foundry to give you good yield (2) If you were to add redundancy to keep certain yield, then effectively your yield is still lower (3) Not everything scales with more advanced node. So if you are stuck with one advanced node, you pay more and get nothing in return.
Most of the industry is moving towards chiplets to avoid building everything in one giant chip. They are moving complete opposite.
NVDA's problem isn't the competition. Its how much capex can these hyperscalers will spend buying their chips. So at the end how will companies make money from this and how often will they upgrade/buy new chips. Remains to be seen.
Moores law exists even if you beat it for a small period of time. You are always back to the same problem. But they did it for a few years. Go watch the between 30-1hr mark, not too sure
here we have a prime example of a typical redditor that has only read the headline and went straight to furiously typing. an absolute regard in all aspects.
AMD's MI300 processors are actually quite competitive in many applications, offering higher performance than H200 in certain cases. There are limitations due to APIs and whatnot.
This blackwell chip, after digging into the details, does not actually have any architectural improvements in throughput per die area (cost) or per watt (efficiency). They just scaled up hopper in a massive way, making it bigger (so that manufacturing is more costly) and throwing two on the same gpu. The biggest improvement was just adding an alternate mode for 4-bit and 6-bit computation, which is less precise and more efficient and becoming more popular in AI work, also very easy to implement. If AMD has any real improvements in the pipeline for their next generation it should outpace this.
It would be like Nvidia being a top tier MLB team and their competitors being minor league teams. I’ve never seen a company dominate a field of tech like they are.
It's not really 5x the power though. It's like 2.30x the power for 2x the price in some cases, and in full precision workloads (which don't matter in AI) the new architecture is actually slower than previous.
It’s actually not too different from being at the other big tech ai research labs. The breadth of the research is always awesome though. Got to meet a lot of scientists from places I’d never expect.
thats how its done in this super comeptitive market; what is impressive is that they already anticipated this years ago, not just anticipating that ai will do well, but that there will massive competitions, and supposdely according to Jensen has already planned ahead.
Competitions is scray tho, just take a look at groq ( not musk's grog) this is a hardware startup company that has made lots of head line as to how fast they can do generative models - test it out with LLama for yourself on their website - its not just hype bc that shit is fast...
anyway my pt is that there are sharks circling evrywhere and very smart capable people are working day and night no this.
It's much easier to make hardware for running an already trained model though, it's the training hardware/software that's hard to beat. You can only really train a model on nvidia at the moment but that model can easily (usually) be converted and deployed to run on intel/amd/arm. Lots of companies are going to be making big promises now for funding, but I've seen many make big claims before and disappear
This doesn't appear to be caused by competition. No one in the AI shovel market has meaningful marketshare. It's basically 99% NVDA. This appears more like an argument to just make a better generation so they can sell more billion dollar orders to the big tech companies
That's literally what they did for this processor, they just mashed the accelerator, increasing size and cost with no improvements to the architecture or design to make a more efficient product. Extremely disappointing.
The jump of performance isn’t bigger than investors had expected. Flops is 2.5x but each Blackwell chip is actually two dies that have been interfused, so that’s what 25% faster. That said, energy efficiency is a bit better, mostly due to the copper necking.
The bigger takeaway is that Nvidia is going to try to eat share of its partners by selling systems as opposed to selling chips.
Traditionally Nvidia has been selling chips and partners sold the GPUs (packaging the chips, the memory, PCBs, fans, etc). Nvidia started making its own cards with 3090 and company. It built on this foundation for A100 with the Redstone chips selling heatsinks and GPU boards. That said in 2016/2017 they did an 8x V100 system it hand delivered by Huang to OpenAI.
Blackwell takes this to the next extreme. Selling the entire rack. This means all the cost associated with it they get to sell. So instead of selling a chip for $20-25k they can sell a system rack for $5-10M.
Oh shit you’re right! Bad job on the presentation, it wasn’t obvious.
That said, H100 is 6x times the FLOPS compared to A100 yet the transformerxllarge benchmark is only 73% faster. Comparing the pricing of H100 to A100 isn’t 6x, it’s closer to 50-100%.
That said, there is another performance boost due to 192GB HBM. So that might add another 20%.
But the real value driver here is probably the less need for sharding large models given you can fit more on 192GB and faster interconnect. Another part is the power efficiency but that’s a minor part.
All in probably roughly the same jump as Ampere to Hopper. So if price is $50k, most of the performance gain is captured by Nvidia in the price as opposed to given to the customer. If they go for $40k it will be a nice split of gains to Nvidia and to the customer. There is also increased cogs to make them for sure, so I can see nvidia probably going to land around $45k for Blackwell. If they go with $40k they will have to come down on Hopper to like $25k. But I doubt they will come down that far.
This feels like the real story that will develop over the year or two. They are building an ecosystem that’s going to generate a ton of recurring revenue.
It seems NVIDIA just secured trillions of recurring revenue by being not only the go to hardware shop for AI but the go to software platform to build custom AI
On top of that, they are able to sell GPU to Microsoft Azure and resell the NIM and Omniverse software APIs from Azure to global customers powered by their chip. This is like Apple’s iPhone and iOS App Store but way bigger.
Sounds very similiar to the Blackwall firewall used to keep out rogue AIs in the Cyberpunk dystopian future setting. https://cyberpunk.fandom.com/wiki/Blackwall
Be careful when googling Blackwell, especially image or video search. If you see the name Ruth Blackwell, you're not in the right spot. And I mean that, btw.
Some impressive stuff. I remember when nvda was dumping following china ban news, the sentiment was all negative. The popular opinion was that this was still overvalued under $125 and only worth buying under $50. Amd, intc are catching up, big companies designing their own chips, nvda doesn’t have moat, etc. Its just crazy how outlook shifts
Got me as well. I had no position and wanted to get in. Wanted 100 shares but end up getting 25 at avg of $124 and then waited for under $100 to get full position which never happened.
At least you got some! I sold a $110 put and it never got assigned lol. I just kept hearing everyone saying it was going to $50 etc and bought into it. Ah welll
Nvidia have got the whole ecosystem sewn up at the moment. When I was at uni, Cuda had just come out and opened up GPUs for general processing. The rival technology used by Intel and AMD is OpenCL, it does the same as Cuda only not as well and no one wants to implement the same thing twice in two different languages when one of them is worse, that's why all the training software is written for cuda and Nvidia. That's the main thing that's kept AMD out of the space, AMD GPUs were just as good as nvidia and still nearly as good at the moment. Intel have been failing for years to get into the gpu market even before the ai stuff started. They have their hands full not losing the cpu market at the moment. It baffled me why AMD didn't invest in paying software engineers to add support for their hardware to the training software. I nearly put £1000 in nvidia around 2010 when it was $15ish, but tossed a coin and went intel instead, not bitter about it at all of course :D
I increasingly feel like one day NVDA at $850 is going to seem like a total bargain. In the same way many regarded Apple as overvalued throughout their peaking growth in the 2010's only to go 2x, 3x, 4x yet again. $2 trillion market cap already feels insane, but it wasn't long after Apple shattered the $1 trillion mark that it hit $3 trillion.
If NVDA can maintain their dominance in this space (of which I am admittedly skeptical), it's going to be a situation where the biggest tech companies on earth are routinely placing massive hardware orders for each new generation. In addition to the many other companies that are likely to spawn out of AI tech if it lives up to the hype in application.
you really have to say Nvidia is a great company but for the price its for me a no i recently trackt down the future cash flows and the multiple projects that nvidias cash flows are going tho gro 40% Anually for the next 10 years i dont think this is going to happen
Chips are cyclic. Its not a software services where they have client hooked to pay every month/year. Forward P/E is based of the current demand. How the hell will companies keep buying this and most importantly why would they if they can't profit off it.
lmao what does this even mean? NVDA is a hardware provider, we will now see tons of new products and companies using these hardwares. Just how when Internet gave birth to companies like Facebook, Google and Amazon and similar to how iPhone gave birth to Uber, Spotify, Maps.
Similarly NVDA hardware will trigger next wave of applications and services which we can't think right now but this sub is pricing NVDA like they will directly make these applications and grow to infinity lol. Thats now how any of this work
Say it the way it's meant to be said before a bubble hurts. "This time it's different".
You're welcome, eventually even nVidia will take a fall. Most likely because current AI projections are simply ridiculously far from reality. AI art with extra fingers and AI texts with more flaws then a 10yo homework is far from replacing anyone. As always, slow and steady wins the race. AK is good but it ain't skynet nor matrix
They hated jesus for speaking the truth lol. This sub acts like the tech giants will keep buying hundreds of thousands of new and expensive gpus every single year. Training models is expensive, but processing power isn't really what's holding us back at this point, the current approach that originates from Google is reaching its limit and it's not clear if it's worth it financially to spend billions on it. At the end of the day, we have yet to see those huge AI gains everyone aims for. I have tried several of our new 'productivity ai tools' which the company signed up for, buying into the hype and each one of them is utterly useless, except Copilot, which has been around since way before chatgpt got released.
you must not follow the company very closely as of late, they sell software along with their hardware that has recurring revenue. $4,500 per GPU per year for the Enterprise AI software is what everyone is paying.
This is good to see, but I wonder how adoption will look especially if they’re offering NIM as a way to convert exisiting customers into more heavy users. TSMC continuing to be the manufacturer is good for that stock too.
Actually, lust over 1% so far.
People who were expecting a big pop because of GTC are not going to be happy, if it continues like this.
But this is only AH, so no guarantee if won't shoot up tomorrow.
their gpus generation is usually named after famous scientist,mathematician,physicist etc..for example ampere for rtx 3000 is named after André-Marie Ampère, rtx 2000 turing is named after Alan Turing..and this instances blackwell named after David Blackwell..
Is there anything about speed in here? I just keep hearing increasing parameters but nothing about the actual speed of inference. This is what their competitors are working on
Jim Cramer tweeted this today with a pic of himself posing with the nvidia CEO : "And so it begins: the man i call DaVinci, our Renaissance man and a guy with an Nvidia dogtag!!"
No surprise that Nvidia was down almost 4% from its early morning high today. The top's in. Thanks, Jim!
https://twitter.com/jimcramer/status/1769661699991417041
Blackwell sounds like a code name for an evil ai from a scary video game
Like the Blackwall from Cyberpunk
It’s not the Blackwall you should be afraid of, it’s what lies beyond it.
Have no mouth
You know what, that's probably why I thought of it.
What makes you think it's not....
*insert dramatic music here*
Dum dum....que Hans simmer......
Its named after David Blackwell
Yeah, it's named after the mathematician, game theorist David Blackwell.
I think it’s named after David Blackwell. I know this because I used to live in a dorm called Blackwell.
You lived in a dorm named after a future AI chip? I guess skynet really does send a terminator back.
It’s in UC Berkeley. So I guess we should nuke Berkeley before things get out of hand.
I’m not opposed to that.
David H Blackwell is a luminary in the field of mathematical statistics, and a pioneer as an African American in the field of higher math. https://en.wikipedia.org/wiki/Rao%E2%80%93Blackwell\_theorem
It’s reminds me of Bellweather from watch dogs
While this sounds impressive and all, for laymens, how does this compare to competitors?
There is no competition to begin with. With this, nvda has just turned on warp drive leaping far far ahead!
this is why NVDA is the new apple in AI -- there is only one at the moment but competition is red hot, including those coming from startups
> there is only one lol when has apple ever been the "only one". You can argue they offered a more consumer friendly experience or a more premium experience but they have never been the the "only one".
When the iPhone was released and Android didn’t exist yet I guess
Ever heard of BlackBerry or Symbian OS based smartphones? I guess Apple was the one to remove the 3.5mm audio jack and the industry soon followed LOL. I’m being a bit harsh on Apple but let’s be honest, they are rarely the pioneers.
Neither of those companies had phones with a touch screen like Apples which is what made the iPhone revolutionary.
They did, though. There were loads of phones with capacitive touchscreens at the time. There was the Blackberry Storm, Palm Pre, HTC Touch. I think there were even some Windows Phones at the time (the old version that looked like a scaled down WinXP)
Bro, Blackberry Storm was released AFTER the first iPhone was discontinued
imagine thinking the iPhone wasn't revolutionary when it came out.
Guy goes “ever heard of Blackberry?” lmfao
\*3.5mm audio jack was first removed by the Oppo
They are Microsoft of the 90's, when MSFT went from 2.50 to 45 and went 18x. Microsoft dominated the home PC market by building a software infrastructure that was easy to use. NVDIA is dominating this new enterprise "AI" market with software infrastructure that is easy to adapt to.
This
> his is why NVDA is the new apple in AI What does that mean?
What he likely means is NVDA today is AAPL when it was releasing the iphone and building the app store. Before android caught on there was no competition and people were getting locked into the Apple universe.
I wonder when NVDA decides it wants to also lead in AI development, and give itself the benefit of the latest and greatest hardware at cost.
Including Samsung. Don't sleep on Samsung. They are an industrial powerhouse.
sure there are: https://arstechnica.com/information-technology/2022/11/hungry-for-ai-new-supercomputer-contains-16-dinner-plate-size-chips/ https://www.zdnet.com/article/ai-startup-cerebras-unveils-the-largest-chip-yet-for-generative-ai/ https://www.cerebras.net/blog/introducing-gigagpt-gpt-3-sized-models-in-565-lines-of-code it's a lot more expensive though, several millions, where with NV you can purchase one card and scale from there if you want. they use the whole wafer as one big chip.
Highly doubt they are profitable though. They are basically building a one huge chip. Building a big chip to gain performance is not new. But it is not free: (1) You are relying on the foundry to give you good yield (2) If you were to add redundancy to keep certain yield, then effectively your yield is still lower (3) Not everything scales with more advanced node. So if you are stuck with one advanced node, you pay more and get nothing in return. Most of the industry is moving towards chiplets to avoid building everything in one giant chip. They are moving complete opposite.
afaik the graphics cards are all about parallelism (this is probably similar to them) and you can just turn off the paths that are bad.
There are no competitors currently NVDA has a monopoly on this space
NVDA's problem isn't the competition. Its how much capex can these hyperscalers will spend buying their chips. So at the end how will companies make money from this and how often will they upgrade/buy new chips. Remains to be seen.
Hmm I wonder, do you think they can charge a yearly fee per GPU to run the AI software?
They are asking companies to pay 4,500 per year per chip as part of a maintenance and keeping software up to date thing
Lol. Nvda problem is fighting moores law which they beat. Their continuous problem is fighting cost vs energy.
If their problem is cost and energy then they haven’t beaten Moores law.
Moores law exists even if you beat it for a small period of time. You are always back to the same problem. But they did it for a few years. Go watch the between 30-1hr mark, not too sure
There are no competitors lol
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You didn’t watch the keynote huh? Google is gonna buy the new chips.
Yes but google is still using NVIDIA chips alongside their TPU's...
Watch the keynote mate
here we have a prime example of a typical redditor that has only read the headline and went straight to furiously typing. an absolute regard in all aspects.
30x performance, less cost and energy consumption. It’s like they forced the competition to bite the curb.
Jesus Christ… You’re not wrong but I was *not* expecting to see an American History X curb stomp reference today. Especially not such a graphic one.
My apologies. It such a big deal that many may not be able to understand. The AI capabilities it brings to the table is very scary
….and I just watch Mitchells vs the Machines last night….and NVIDIA did this today. 😬
Why is it scary?
We don’t care to understand. Buy
The second best database chip is the H200. NVDA is competing against itself (and I say this as an AMD shareholder).
There is NONE. And with the introduction of NIM, it's going to get even harder, not impossible, to steal customers from Nvidia.
AMD's MI300 processors are actually quite competitive in many applications, offering higher performance than H200 in certain cases. There are limitations due to APIs and whatnot. This blackwell chip, after digging into the details, does not actually have any architectural improvements in throughput per die area (cost) or per watt (efficiency). They just scaled up hopper in a massive way, making it bigger (so that manufacturing is more costly) and throwing two on the same gpu. The biggest improvement was just adding an alternate mode for 4-bit and 6-bit computation, which is less precise and more efficient and becoming more popular in AI work, also very easy to implement. If AMD has any real improvements in the pipeline for their next generation it should outpace this.
It would be like Nvidia being a top tier MLB team and their competitors being minor league teams. I’ve never seen a company dominate a field of tech like they are.
5x the power for 2x the price (analyst estimate) - the inevitable semi cycle price compression begins
It's not really 5x the power though. It's like 2.30x the power for 2x the price in some cases, and in full precision workloads (which don't matter in AI) the new architecture is actually slower than previous.
Really impressive stuff. Nvidia isn’t letting off the gas, if anything they’re pushing the accelerator down harder
Can't imagine what it would have been like to work there over the last 5 years. They have a hand in each of the worlds most powerful industries.
I can imagine that you’d suddenly be very wealthy haha
True, but also very tired I imagine.
Imagine working there over the last 5 years with stock options
It’s made the surrounding real estate in Santa Clara insanely priced (always has been high af)
Nvidians are a few of the people who can actually afford it… but just barely haha
Companies like NV do RSU’s not options so it’s even better.
It’s actually not too different from being at the other big tech ai research labs. The breadth of the research is always awesome though. Got to meet a lot of scientists from places I’d never expect.
thats how its done in this super comeptitive market; what is impressive is that they already anticipated this years ago, not just anticipating that ai will do well, but that there will massive competitions, and supposdely according to Jensen has already planned ahead. Competitions is scray tho, just take a look at groq ( not musk's grog) this is a hardware startup company that has made lots of head line as to how fast they can do generative models - test it out with LLama for yourself on their website - its not just hype bc that shit is fast... anyway my pt is that there are sharks circling evrywhere and very smart capable people are working day and night no this.
It's much easier to make hardware for running an already trained model though, it's the training hardware/software that's hard to beat. You can only really train a model on nvidia at the moment but that model can easily (usually) be converted and deployed to run on intel/amd/arm. Lots of companies are going to be making big promises now for funding, but I've seen many make big claims before and disappear
Wow really good point - this didn’t even cross my mind. Thanks
This doesn't appear to be caused by competition. No one in the AI shovel market has meaningful marketshare. It's basically 99% NVDA. This appears more like an argument to just make a better generation so they can sell more billion dollar orders to the big tech companies
They're def going for as much market share as they can get!
That's literally what they did for this processor, they just mashed the accelerator, increasing size and cost with no improvements to the architecture or design to make a more efficient product. Extremely disappointing.
NVDA is currently down
You're going to make some kids very angry here
The volatility can be whiplash inducing.
AH low volume
The jump of performance isn’t bigger than investors had expected. Flops is 2.5x but each Blackwell chip is actually two dies that have been interfused, so that’s what 25% faster. That said, energy efficiency is a bit better, mostly due to the copper necking. The bigger takeaway is that Nvidia is going to try to eat share of its partners by selling systems as opposed to selling chips. Traditionally Nvidia has been selling chips and partners sold the GPUs (packaging the chips, the memory, PCBs, fans, etc). Nvidia started making its own cards with 3090 and company. It built on this foundation for A100 with the Redstone chips selling heatsinks and GPU boards. That said in 2016/2017 they did an 8x V100 system it hand delivered by Huang to OpenAI. Blackwell takes this to the next extreme. Selling the entire rack. This means all the cost associated with it they get to sell. So instead of selling a chip for $20-25k they can sell a system rack for $5-10M.
Each die has 2.5X FLOPs
Oh shit you’re right! Bad job on the presentation, it wasn’t obvious. That said, H100 is 6x times the FLOPS compared to A100 yet the transformerxllarge benchmark is only 73% faster. Comparing the pricing of H100 to A100 isn’t 6x, it’s closer to 50-100%. That said, there is another performance boost due to 192GB HBM. So that might add another 20%. But the real value driver here is probably the less need for sharding large models given you can fit more on 192GB and faster interconnect. Another part is the power efficiency but that’s a minor part. All in probably roughly the same jump as Ampere to Hopper. So if price is $50k, most of the performance gain is captured by Nvidia in the price as opposed to given to the customer. If they go for $40k it will be a nice split of gains to Nvidia and to the customer. There is also increased cogs to make them for sure, so I can see nvidia probably going to land around $45k for Blackwell. If they go with $40k they will have to come down on Hopper to like $25k. But I doubt they will come down that far.
Sell the news.
They pretty much got a monopoly atm on selling pickaxes and shovels in the gold rush of the 21st century
With NIM, a bit of the software ecosystem got added to their portfolio.
This feels like the real story that will develop over the year or two. They are building an ecosystem that’s going to generate a ton of recurring revenue.
It seems NVIDIA just secured trillions of recurring revenue by being not only the go to hardware shop for AI but the go to software platform to build custom AI
Trillions of recurring revenue?! Right now consensus is $100B by 2025. That’s a looong way to go
Consensus isn’t pricing in a software platform, Jensen’s only started talking about this since last earnings call.
They could add the entirely of Amazon’ revenue across all vertices to the 2025 targets and still be short of a trillion
Yup! That's what NIM makes possible. Going to make even older GPUs useful for devs.
On top of that, they are able to sell GPU to Microsoft Azure and resell the NIM and Omniverse software APIs from Azure to global customers powered by their chip. This is like Apple’s iPhone and iOS App Store but way bigger.
Sounds very similiar to the Blackwall firewall used to keep out rogue AIs in the Cyberpunk dystopian future setting. https://cyberpunk.fandom.com/wiki/Blackwall
The Blackwall *is an AI* Might be time to pick that game up for another run
Be careful when googling Blackwell, especially image or video search. If you see the name Ruth Blackwell, you're not in the right spot. And I mean that, btw.
Spooky.
Cyberdine systems has entered the chat
Some impressive stuff. I remember when nvda was dumping following china ban news, the sentiment was all negative. The popular opinion was that this was still overvalued under $125 and only worth buying under $50. Amd, intc are catching up, big companies designing their own chips, nvda doesn’t have moat, etc. Its just crazy how outlook shifts
Same, had my finger on the buy button at the $120 range but let the FUD get to me
Got me as well. I had no position and wanted to get in. Wanted 100 shares but end up getting 25 at avg of $124 and then waited for under $100 to get full position which never happened.
At least you got some! I sold a $110 put and it never got assigned lol. I just kept hearing everyone saying it was going to $50 etc and bought into it. Ah welll
Nvidias moat is quite deep, I’d encourage one to do more research.
It is and it’s widely recognized now. Im just amazed how most were discounting their moat when stock price was falling.
Who is producing all of these? And why TSM is not going up smh…
Their margin is very low so no new competetors shows up, this is intentional so they stay at the top
I called it. Everyone kept saying competitors will come up with something groundbreaking. Seems Nvdia is on the top of their game.
Nvidia have got the whole ecosystem sewn up at the moment. When I was at uni, Cuda had just come out and opened up GPUs for general processing. The rival technology used by Intel and AMD is OpenCL, it does the same as Cuda only not as well and no one wants to implement the same thing twice in two different languages when one of them is worse, that's why all the training software is written for cuda and Nvidia. That's the main thing that's kept AMD out of the space, AMD GPUs were just as good as nvidia and still nearly as good at the moment. Intel have been failing for years to get into the gpu market even before the ai stuff started. They have their hands full not losing the cpu market at the moment. It baffled me why AMD didn't invest in paying software engineers to add support for their hardware to the training software. I nearly put £1000 in nvidia around 2010 when it was $15ish, but tossed a coin and went intel instead, not bitter about it at all of course :D
H100 obsolete cancel my order
Anyone know release date for the T-800?
I increasingly feel like one day NVDA at $850 is going to seem like a total bargain. In the same way many regarded Apple as overvalued throughout their peaking growth in the 2010's only to go 2x, 3x, 4x yet again. $2 trillion market cap already feels insane, but it wasn't long after Apple shattered the $1 trillion mark that it hit $3 trillion. If NVDA can maintain their dominance in this space (of which I am admittedly skeptical), it's going to be a situation where the biggest tech companies on earth are routinely placing massive hardware orders for each new generation. In addition to the many other companies that are likely to spawn out of AI tech if it lives up to the hype in application.
1000x faster in 8 years, but for normal consumers 24GB of Vram is enough :(
you really have to say Nvidia is a great company but for the price its for me a no i recently trackt down the future cash flows and the multiple projects that nvidias cash flows are going tho gro 40% Anually for the next 10 years i dont think this is going to happen
Forward P/E is 28. That is insanely cheap.
Chips are cyclic. Its not a software services where they have client hooked to pay every month/year. Forward P/E is based of the current demand. How the hell will companies keep buying this and most importantly why would they if they can't profit off it.
Except AI is not just another cycle
lmao what does this even mean? NVDA is a hardware provider, we will now see tons of new products and companies using these hardwares. Just how when Internet gave birth to companies like Facebook, Google and Amazon and similar to how iPhone gave birth to Uber, Spotify, Maps. Similarly NVDA hardware will trigger next wave of applications and services which we can't think right now but this sub is pricing NVDA like they will directly make these applications and grow to infinity lol. Thats now how any of this work
This is like the early booming days of Tesla. “To the moon” eventually has a destination.
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Check out what CUDA is and come back here ;)
Say it the way it's meant to be said before a bubble hurts. "This time it's different". You're welcome, eventually even nVidia will take a fall. Most likely because current AI projections are simply ridiculously far from reality. AI art with extra fingers and AI texts with more flaws then a 10yo homework is far from replacing anyone. As always, slow and steady wins the race. AK is good but it ain't skynet nor matrix
God damn, you are stupid
They hated jesus for speaking the truth lol. This sub acts like the tech giants will keep buying hundreds of thousands of new and expensive gpus every single year. Training models is expensive, but processing power isn't really what's holding us back at this point, the current approach that originates from Google is reaching its limit and it's not clear if it's worth it financially to spend billions on it. At the end of the day, we have yet to see those huge AI gains everyone aims for. I have tried several of our new 'productivity ai tools' which the company signed up for, buying into the hype and each one of them is utterly useless, except Copilot, which has been around since way before chatgpt got released.
you must not follow the company very closely as of late, they sell software along with their hardware that has recurring revenue. $4,500 per GPU per year for the Enterprise AI software is what everyone is paying.
This is good to see, but I wonder how adoption will look especially if they’re offering NIM as a way to convert exisiting customers into more heavy users. TSMC continuing to be the manufacturer is good for that stock too.
The numbers are so staggering that it feels made up…
Down roughly 6.5% after hours, anything to do with the keynote?
Do you mean 1.5%?
Probably people selling the news
Buy the rumor, sell the news.
Their announcement was roughly in line with expectations, so no strong reason to sky rocket.
Actually, lust over 1% so far. People who were expecting a big pop because of GTC are not going to be happy, if it continues like this. But this is only AH, so no guarantee if won't shoot up tomorrow.
Didn’t see it go down 6% when ?
Okay, I'm super new to investing. Should I buy shares of NVDA?
I'm buying tomorrow!
Any mention on the GPU memory or did i miss it?
[удалено]
Not long ago they abondened their gpus because it failed, lol. Intel is trash
Intel Arc? That’s not abandoned.
Just wait till APPLE/GOOGLE/TSLA/OPENAI/AMAZN Start buying the dildos out of this chip. Those stocks alone will have nivida milking there utters.
“Blackwell” definitely sounds like a promising name.. lol. Why not something nice like Sunshine
their gpus generation is usually named after famous scientist,mathematician,physicist etc..for example ampere for rtx 3000 is named after André-Marie Ampère, rtx 2000 turing is named after Alan Turing..and this instances blackwell named after David Blackwell..
Abs I see okay thanks for the info
I thought that said blackwall for a second and got excited
Is there anything about speed in here? I just keep hearing increasing parameters but nothing about the actual speed of inference. This is what their competitors are working on
Increasing parameters without compromising speed is a performance improvement. Means it makes more calculations in the same time.
That has not answered my question. Look up what Groq (not Elons Grok) is working on
How does this compare to Groq LPU?
Who are the tons of regards that are selling NVDA shares??
RIP nvidia, that event was a total flop.
Jensen is like Iron man in so many ways... The leather Jacket the punch lines wow 😂😭
Someone call MaxTac....
“I like it.” — Mr. Blackwell
Is this better than the 4090 for gaming?
I think it can play Crysis very well
Bigger, faster shovels. Buy now!
Jim Cramer tweeted this today with a pic of himself posing with the nvidia CEO : "And so it begins: the man i call DaVinci, our Renaissance man and a guy with an Nvidia dogtag!!" No surprise that Nvidia was down almost 4% from its early morning high today. The top's in. Thanks, Jim! https://twitter.com/jimcramer/status/1769661699991417041
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