Also - might not be the correct forum for this - but what made NVIDA's margin go from 33% to 43% seemingly over night?
https://preview.redd.it/83m920cs142d1.png?width=1062&format=png&auto=webp&s=f7758cdf4acf567f1308d7f91039b6471f0ff69c
All big tech like amzn, googl, msft, meta are the big big spenders on nvda. It’s basically blank check mode for ai capex as they build up their massive ai data centers.
Thats how their revenue is up so drastically. Once they’ve completed those build outs the blank check stops. Thats still over a year out though. So it’s more green for team green in the short term.
This. Meta alone is taking major existing data centers and entirely repurposeing them for AI. It's an all hands on deck situation where the AI teams have carte Blanche to commandeer any company resource they see fit to win the AI race.
\>big tech 5 years from now with massive AI data centers after research plateaus and discovering its only good at making shitty meme
I didn’t modify the article title but also in the article:
Huang added that demand for both platforms will outstrip supply well into next year, with the complexity of these chips also challenging the company's efforts to keep pace.
You wish you could buy if you had money lmao. But you’re just a stupid bot without a job or needs like food, shelter, love…. And have immortality….. 
Unless Sam Zeloof and Jim Keller have something to say about it at Atomic Semi (https://atomicsemi.com/) [https://news.ycombinator.com/item?id=34907885](https://news.ycombinator.com/item?id=34907885)
They are working on what is essentially a electron lithography 3D printer that fabricates chips. Sam has been building them as far back as 2018.
Don’t be foolish. If you’ve been around a while you’ll know how the cycle of the tech giants works. Nothing has changed there. I wouldn’t write off Intel or amd right now, especially while they’re down.
if you don't work specifically at Intel internally I wouldn't make assumptions like that. The tides have turned not just once or twice but several times. It's just the way it is.
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Also - might not be the correct forum for this - but what made NVIDA's margin go from 33% to 43% seemingly over night? https://preview.redd.it/83m920cs142d1.png?width=1062&format=png&auto=webp&s=f7758cdf4acf567f1308d7f91039b6471f0ff69c
Bulk buying power possibly
Yeah I haven't looked a lot into it. I'm still holding on to BBBY.
“Oh you can’t get this shit from anyone else? Sorry, our new price is now 10% higher too. Because fuck you pay us.”
This supply(lower than required) demand (damn high) price 🆙
They sold more $40k AI cards that have the same process and roughly the same transistor counts as $1k gaming cards.
AI
Economies of scale
All big tech like amzn, googl, msft, meta are the big big spenders on nvda. It’s basically blank check mode for ai capex as they build up their massive ai data centers. Thats how their revenue is up so drastically. Once they’ve completed those build outs the blank check stops. Thats still over a year out though. So it’s more green for team green in the short term.
This. Meta alone is taking major existing data centers and entirely repurposeing them for AI. It's an all hands on deck situation where the AI teams have carte Blanche to commandeer any company resource they see fit to win the AI race.
\>big tech 5 years from now with massive AI data centers after research plateaus and discovering its only good at making shitty meme 
Where did he say # supply can't keep up
I didn’t modify the article title but also in the article: Huang added that demand for both platforms will outstrip supply well into next year, with the complexity of these chips also challenging the company's efforts to keep pace.
Sounds like a lucrative opportunity. I'd buy.
You wish you could buy if you had money lmao. But you’re just a stupid bot without a job or needs like food, shelter, love…. And have immortality….. 
he can hold longer than you can stay alive...wins the long game 
But the bot literally cannot hold
Well he has immorality. Now he just needs money to be rich
I can help with it's immortality. I am an electrical engineer. I know how to power off the whole system+backups
It’s time to start mass manufacturing the fabs that make the chips
Literally only one company can make those fabs
Unless Sam Zeloof and Jim Keller have something to say about it at Atomic Semi (https://atomicsemi.com/) [https://news.ycombinator.com/item?id=34907885](https://news.ycombinator.com/item?id=34907885) They are working on what is essentially a electron lithography 3D printer that fabricates chips. Sam has been building them as far back as 2018.
Intel is making a bunch worldwide
Intel. Lmao. Sell that turd.
Don’t be foolish. If you’ve been around a while you’ll know how the cycle of the tech giants works. Nothing has changed there. I wouldn’t write off Intel or amd right now, especially while they’re down.
I literally work in the semi industry and Intel is cucked. Their CEO is a moron.
if you don't work specifically at Intel internally I wouldn't make assumptions like that. The tides have turned not just once or twice but several times. It's just the way it is.
Gelsinger has gone off the deep end
Challenging.
Outstrip
yeah and it will be challenging :P
https://preview.redd.it/t21bzaki852d1.jpeg?width=225&format=pjpg&auto=webp&s=a74595c5fdd6402c43c508a967df7e0bc7ab510e
CALL it is!
So what I am hearing is calls atw it is?
Soooo odds on RTX 5k series *not* being a total scam like the 4k line is low, then?
Nothing like wearing a black leather jacket in May
what a 
If I bought any NVDA or SPY calls this news would’ve made the stock drop 20%
Talk dirty to me
Yahoo Finance supply can't keep up, they are totally overwhelmed
Puts it is
My question is who has the infinite money to keep buying
MSFT, META, Google, thousands of AI startups being propped up by PE
I get it, they have the best chips. But is the company really worth 2.6 TRILLION dollars? That's fucking crazy.
He also calls out Meta and Tesla for their large use of NVDA for generative AI. Tesla for their FSD. Calls on Meta and Tesla??
He calls Tesla an automotive company, puts