As Nvidia passes Microsoft's market cap, John Chambers, who was Cisco's CEO when Cisco passed Microsoft in the dot-com boom, says the situation now is different

Chip maker passes Microsoft for top spot, just as John Chambers-led Cisco Systems did two decades ago. He says the situation now is different.

Wall Street Journal 2024-06-19 Asa Fitch

Discussion

@carnage4life Dare Obasanjo on x
While companies have spent $50B on Nvidia chips since the boom began AI startups have only made $3B according to Sequoia. There's a risk that we're similarly too early and are spending more on chips than there are valuable uses of AI, for now. https://www.wsj.com/...
@charliebilello Charlie Bilello on x
The combined market cap of all 2000 companies in the Small Cap Russell 2000 Index: $3.02 trillion. The market cap of 3 largest US companies: -Microsoft $MSFT: $3.33 trillion -Apple $AAPL: $3.32 trillion -Nvidia $NVDA: $3.23 trillion https://www.youtube.com/... [image]
@divestech Dan Ives on x
The Godfather of AI Jensen and Nvidia surpassing Microsoft in the race to $4 trillion market cap along with Apple is front and center for the tech world in this 1995 Moment. As we said: this is just 9 pm in the AI Party that lasts till 4 am for the tech world 🔥🏆🕺💎🐂🍿🚀🍾
@kobeissiletter @kobeissiletter on x
This is remarkable: In 2023, Microsoft, Nvidia, Amazon, Google, and Meta combined grew their earnings by 57% year-over-year. By comparison, the median S&P 500 stock saw only a 4% EPS increase. It is estimated that for the entire 2024, these 5 companies will see 37% profit [image]
@cnbc @cnbc on x
LISTEN NOW: Nvidia surpassed Microsoft's market cap to become the most valuable U.S. company. Treasury Partners' Rich Saperstein tells us how he is navigating the AI arms race. Listen and follow the @CNBCClosingBell podcast here: https://link.chtbl.com/... [video]
@divestech Dan Ives on x
“We believe over the next year the race to $4 Trillion Market Cap in Tech will be front and center between Nvidia, Apple, and Microsoft,” Wedbush analyst Dan Ives said. “Nvidia's GPU chips are in essence the new gold or oil in the tech sector” https://nypost.com/... @nypost 🔥🐂
@bcmerchant Brian Merchant on x
Sure starting to feel like this bubble is getting ready to pop. Nvidia is the most valuable company in the world—worth more than Microsoft, more than Apple, more than *every stock in the UK combined*. Yet McDonald's and others are canceling AI programs because they don't work. [i…
@drpippam Pippa Malmgren on x
S&P 500 climbs to another record close Tuesday as Nvidia's market cap tops Microsoft. Of course hardly anybody owns the S&P any more. They own the top 5 stocks in it. There's a massive vulnerability to those 5. https://www.cnbc.com/...
@morningbrew @morningbrew on x
Apple, Amazon, Meta, Google, Microsoft, and Nvidia keep carrying the S&P 500 Market Cap • Big 6 $15 trillion • Rest $33 trillion 2024 Gains • Big 6 +$3.8 trillion • Rest +$1.8 trillion Nvidia alone has added over $2 trillion this year
@opinion @opinion on x
Nvidia has just topped Microsoft and Apple to become the world's largest stock 💥📈 [video]
@charliebilello Charlie Bilello on x
10 years ago Nvidia had a market cap of $10 billion. Since then, its market cap has increased over 300x to $3.33 trillion. Today it surpassed Apple and Microsoft to become the largest company in the world. There is no impossible in markets. $NVDA $MSFT $AAPL [image]
@amir Amir Efrati on x
Why is Nvidia competing with its biggest chip customers & server partners? —Only the Paranoid Thrive— Jensen Huang knows what happened to onetime hardware giants Cisco & Sun and has told Nvidia employees: don't get ‘Sunned.’ It explains the surprising battles and risks he is [ima…
@reuters @reuters on x
The S&P 500 and Nasdaq closed at record highs, buoyed by Nvidia's continued surge. Nvidia overtook Microsoft to become the world's most valuable company, ending the day with a market capitalization of $3.22 trillion https://www.reuters.com/... $NVDA $MSFT [video]
@cnbc @cnbc on x
LISTEN NOW: Nvidia closed above Microsoft in market valuation for the first time; Bespoke's Paul Hickey and Stifel's Barry Bannister break down where tech goes from here. Listen and follow the @CNBCOvertime podcast here: https://link.chtbl.com/... [video]
@steph_palazzolo Stephanie Palazzolo on x
One trait has kept Jensen Huang going through multiple near-death experiences with his company: his paranoia. Now, the Nvidia CEO is preparing for a potential future where demand for chips has slowed. From the indomitable @anissagardizy8 @QianerLiu https://www.theinformation.com/…
@amir Amir Efrati on x
New: Nvidia is trying to dictate how its chips are installed in its customers' data centers, and is designing server racks too. That led to a standoff with Microsoft and could eat up profit margins of Dell, HPE and Supermicro. $smci $dell $hpe [image]
@anissagardizy8 Anissa Gardizy on x
NEW: Nvidia is on top of the world. So why is it worried? My latest story includes months of reporting on how Jensen Huang is steering Nvidia during a period of rapid growth—and trying to insulate it from a slow down. w/ @QianerLiu @theinformation https://www.theinformation.com/ …
@anitaramaswamy Anita Ramaswamy on x
if you've got shares in $DELL, $SMCI, or $HPE... or are just following the “jensanity” surrounding nvidia's ceo this insanely detailed feature from @anissagardizy8 and @QianerLiu is 100% worth the read https://www.theinformation.com/ ...
@carnage4life Dare Obasanjo on x
Nvidia is now the most valuable US company which is causing comparisons to Cisco. Cisco was the hardware provider that powered the next great technology wave, the internet. That ended up being a bubble as it was both too early and the value ended up being in apps & smartphones. […
@dougboneparth Douglas A. Boneparth on x
Nvidia is up 203% over the past year. They make futuristic computer chips. Abercrombie & Fitch is up 406% over the past year. They make cargo pants.
@deedydas Deedy on x
Nvidia just passed Microsoft to become most valuable public company at $3.33T! This has to be the top.
@buccocapital @buccocapital on x
Bill: Sure Nvidia is the biggest company in the world but... *leans forward and whispers into the microphone* Do we really think they have the belt? Russillo: “Are we really gonna do this? We're gonna do the thing where some company is bigger than Microsoft for a day and [image]
@timsweeneyepic Tim Sweeney on x
Congrats to everyone at NVIDIA, and to Jensen, the man who saved GDC 2015 by launching a new GPU line at State of Unreal! 😀 Now the world's top 2 companies operate awesome untaxed pro-developer ecosystems.
r/worldnews r on reddit
Nvidia beats Microsoft to become world's most valuable company
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Nvidia is now the worlds most valuable company passing Microsoft
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Nvidia is now the most valuable company in the world
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Nvidia is now the biggest company in the world by market valuation
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Nvidia passes Microsoft in market cap to become most valuable public company

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As Nvidia passes Microsoft's market cap, John Chambers, who was Cisco's CEO when Cisco passed Microsoft in the dot-com boom, says the situation now is different

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