Discussion

• @levie Aaron Levie on x

  These 2 numbers have never been next to each other in the history of capitalism [image]

• @thetranscript_ @thetranscript_ on x

  $NVDA CFO: “A big highlight of this quarter was $META's announcement of Llama3 their latest LLM, which was trained on top of 24,000 H100 GPUs”

• @munster_gene Gene Munster on x

  $NVDA is going to be coming out with new chips on an annual cycle. Keeping this pace is critical because they're training customers not to wait for the next chip. For their customers, time to train and the race to AGI is all that matters. This means Nvidia is in a great spot for

• @thetranscript_ @thetranscript_ on x

  $NVDA CFO: “While supply for H100 improved, we are still constrained on H200. At the same time, Blackwell is in full production. We are working to bring up our system and cloud partners for global availability later this year. Demand for H200 & Blackwell is well ahead of supply,

• @scobleizer Robert Scoble on x

  AI remains hot. Which means NVIDIA beats again.

• @thetranscript_ @thetranscript_ on x

  $NVDA CEO: “The next industrial revolution has begun..Our data center growth was fueled by strong & accelerating demand for Gen AI training & inference on the Hopper platform...Blackwell platform is in full production & forms the foundation for trillion-parameter-scale Gen AI” [i…

• @thetranscript_ @thetranscript_ on x

  $NVDA CEO: “Well, I can announce that after Blackwell there's another chip. And we are on a 1 year rhythm And so you can also count that count on us having new networking technology on a very fast rhythm”

• @munster_gene Gene Munster on x

  The $NVDA party is turning into a rager. We're just getting started, and it will last longer than most think. This will be the underpinnings of a 3-5 year tech bull market that will end in a bubble burst.

• @kristinaparts Kristina Partsinevelos on x

  Latest $NVDA earnings call details from CFO: - inferencing drove 40% of data center revs (past 4Qs) - auto to be the largest enterprise vertical within data center this year. Mentions $TSLA securing 35k GPUS -Sovereign AI should hit “high single digit billions this year”

• @benbajarin Ben Bajarin on x

  These numbers make investors happy. Cash and Equivalents: NVIDIA's cash, cash equivalents, and marketable securities totaled $31.4 billion, up from $15.3 billion a year ago . Operating Cash Flow: The company generated $15.3 billion in operating cash flow, a significant increase

• @divestech Dan Ives on x

  The AI Revolution and this 1995 Moment is just starting...get the 🍿🍿 ready @LastCallCNBC 🔥🏆🐂📺👇

• @economyapp @economyapp on x

  $NVDA NVIDIA Q1 FY25 (ending in April). • Revenue +18% Q/Q to $26.0B ($1.5B beat). • Gross margin 78% (+2pp Q/Q). • Operating margin 65% (+3pp Q/Q). • Non-GAAP EPS $6.12 ($0.54 beat). • Dividend raised by 150%. Q2 FY25 guidance: • Revenue ~$28.0B ($1.2B beat). [image]

• @jimcramer Jim Cramer on x

  I know it is artifice but a ten for one split is good news for Nvidia

• @mgsiegler M.G. Siegler on x

  Oh phew, NVIDIA saw its shadow. 3 more months of AI boom cycle.

• @munster_gene Gene Munster on x

  Overall revenue was up 262% y/y, compared to 265% in January.They guided revenue 5% higher than the Street for July, which implies revenue growth will decelerate to 107% y/y. Some will say the sweet spot of the AI trade is now over because $NVDA's growth is slowing materially.

• @thetranscript_ @thetranscript_ on x

  $NVDA Q2 FY 25 Revenues by Segment YoY: —Data Center: +427% —Gaming: +18% —Professional Visualization: +45% —Automotive: +11% —OEM & Other: +1% Total: +262% [image]

• @thetranscript_ @thetranscript_ on x

  $NVDA CFO on SovereignAI: “From nothing the previous year, we believe SovereignAI revenue can approach the high single-digit billions this year. The importance of AI has caught the attention of every nation”

• @thetranscript_ @thetranscript_ on x

  $NVDA CFO on Blackwell: “Demand for H200 and Blackwell is well ahead of supply, and we expect demand may exceed supply well into next year...Blackwell time to market customers include Amazon, Google, Meta, Microsoft, OpenAI, Oracle, Tesla & XAI” [image]

• @kristinaparts Kristina Partsinevelos on x

  $NVDA CEO on potential demand lull: “they will easily transition from H100 to H200 to B100 [...] the software stack that runs on Hopper will run fantastically on Blackwell.” Blackwell ramps in Q3 with “alot of Blackwell revenue this year”.

• @carnage4life Dare Obasanjo on x

  Nvidia beat revenue expectations by $2 billion this past quarter ($26.04 billion vs. $24.65 billion expected). The saying that during a gold rush the way to make money is selling picks and shovels has never been more true than with GPUs and the AI frenzy. [image]

• @benbajarin Ben Bajarin on x

  The Nvidia TCO is still the strongest argument that most, if not all workloads will run on their stack. You have to be able to sustain concurrent user inference workloads, for cloud based AI services. That is hard for a standalone chipset to do.

• @benbajarin Ben Bajarin on x

  on the Nvidia call “we worked with over 100 customers building AI factories ranging inside size from 100 to tens of thousands of GPUs.”

• @nearcyan Near on x

  cant believe nvidia beat earnings six quarters in a row no one could have predicted this

• @thetranscript_ @thetranscript_ on x

  More on Blackwell from $NVDA CEO: “We've been in production for a little bit of time, but our production shipments will start in Q2 and ramp in Q3. Customers should have data centers stood up in Q4...Sounds like we will see a lot of Blackwell revenue this year”

• @munster_gene Gene Munster on x

  Jensen says H200 demand will continue to grow in the quarters ahead. This is amazing given the Osborne Effect. I've never seen anything like it.

• @jonerlichman Jon Erlichman on x

  Nvidia's profit per hour: Today: $6,889,352 1 year ago: $945,833 2 years ago: $749,047 3 years ago: $885,185 4 years ago: $424,537 5 years ago: $182,407 6 years ago: $575,926 7 years ago: $234,722 8 years ago: $90,741 9 years ago: $62,037 10 years ago: $63,194

• @munster_gene Gene Munster on x

  $NVDA is going to be coming out with new chips on an annual cycle. Keeping this pace is critical because they're training customers not to wait for the next chip. For their customers, time to train and the race to AGI is all that matters. This means Nvidia is in a great spot for

• @morningbrew @morningbrew on x

  Nvidia heading towards $1,000 post-earnings [image]

• @munster_gene Gene Munster on x

  $TSLA and https://x.ai/ get call outs on the $NVDA earnings call as big spenders. Sounds like Elon's a fan.

• @munster_gene Gene Munster on x

  $NVDA beats revenue by 6%, despite fighting the Osborne Effect (delay in orders ahead of Blackwell chips this fall). Stock up 3% in after-hours.

• @alex @alex on x

  what's amazing is that all the $ that big tech cos are spending at $NVDA is boosting Nvidia's value while not harming their own maybe some of the big tech cos are a bit too big

• @bloombergasia @bloombergasia on x

  An index of Asian chip-related stocks rose to the highest level in over three years as the latest bullish sales forecast from Nvidia provided a fresh tailwind for the artificial intelligence trade https://www.bloomberg.com/...

• @munster_gene Gene Munster on x

  Jensen's additional comments on the intense competition in China, reminding investors that demand is outstripping supply and China is a small part of the bigger story.

• @munster_gene Gene Munster on x

  CFO says demand for H200 and Blackwell is high, and demand will exceed supply into CY25. This likely means shares of $NVDA are going higher.

• @lastcallcnbc @lastcallcnbc on x

  “The party's just getting started,” says @divestech following Nvidia's blowout quarter. “We're going to be talking about 3-4 trillion-dollar types of valuations in tech. There's no slowing down.” $NVDA [video]

• @lastcallcnbc @lastcallcnbc on x

  “Ross, like many others, went into this quarter driving 45 mph in the right lane in their minivan,” says @divestech following Nvidia's blowout quarter. “Dan, I got 10% of my money in Nvidia. What are you talking about?” says @GerberKawasaki. $NVDA [video]

• @sawyermerritt Sawyer Merritt on x

  Nvidia on today's Q1 earnings call: “We supported @Tesla's expansion of their AI training cluster to 35,000 H100 GPU's. Their use of Nvidia AI infrastructure paved the way for breakthrough performance of FSD version 12, their latest autonomous driving software based on vision.” […

• @thetranscript_ @thetranscript_ on x

  $NVDA CFO on inference vs training revenues: “In our trailing 4 quarters, we estimate that inference drove about 40% of our data center revenue. Both training & inference are growing significantly”

• @benbajarin Ben Bajarin on x

  I've said this every time Nvidia earrings come out, but I'll say it again. Unprecedented demand.

• @benbajarin Ben Bajarin on x

  Inference is again 40% of Nvidia Qtr revs, same as last quarter. Will be very interesting tracking this number.

• @lexnfx Alexei Oreskovic on x

  The next Nvidia AI chip, after Blackwell, will arrive 1 year later, says CEO Jensen Huang on earnings call. “We are on a one year rhythm.” $NVDA

• @thetranscript_ @thetranscript_ on x

  $NVDA CFO: “Data center revenue of $22.6B was a record, +23% QoQ & +427% YoY, driven by continued strong demand for the NVIDIA Hopper GPU computing platform. Compute revenue grew more than 5x and networking revenue more than 3x. Strong sequential data center growth was driven by …

• @morningbrew @morningbrew on x

  Global financial markets stave off collapse as Nvidia beats earnings

• r/Aktien r on reddit

  Nvidia Quartalsbericht 1/2024 und Aktiensplit am 7.  Juni

• r/wallstreetbets r on reddit

  Papa Jenson delivered, NVIDIA Beat earnings and raise guidance