NVIDIA Corporation (NVDA) Quote

And will SOUNDHOUND provide the VOICE RECOGNITION AI?

thanks have a good week end

Colette Kress spoke about Blackwell…..no mention of any problems whatsoever. Shipping lots of Blackwell and Hopper.

Feb. 26

Dallas, just watched it and it is truly remarkable. Learned a lot. Autonomous driving, expects $5 billion this coming year. Robotics going to be substantial. Car companies will have AI factories. Accelerated computing to replace general computing in data centers. Huge spends on that.

For anyone doubting NVDA’ s future, watch what Dallas recommended. Thank you Dallas

when are the earnings due

No, haven’t seen it yet. Will look when I get a chance

One thing I think hurt Nvidia last quarter was most analysts if not all raised their price targets on Nvidia right before earnings. That along with already high expectations it puts an even bigger microscope on the earnings, and as we know they can find any little reason to bring it down. There shouldn't be many if any price hikes ahead of earnings this time around.

Thank you for clarifying. That’s great point. I appreciate your posts.

I was wondering if you had a chance to listen to the recording of the CES analyst meeting on the Nvidia website. It's under Investors then Events, would like to hear your thoughts and anyone else for that matter.

Alright Jet you will feel better for it 

I have that guy on iggy. Not worth listening to.

You’re not thinking correctly then. NVDA is probably TSMC’s largest customer. If TSMC’s sales are up 38% do you think NVDA might be part of it? Hard to fathom that it wouldn’t. Then again…..it’s hard to be negative when positives abound. I admire your commitment to seeing only the bad.

hr for accelerators.......when to turn the cooling on and off , or spin up additional remote resources to carry on the work?
management of the network and it's constituents is a key to optimization of the work flow and reliability of same.
parallel messaging instructions need to be granularly correct. data migration secure. you desire edge but maybe other assets are primed and ready to assume the work. the edge of the world with respect to space /extraterrestial work changes as the earth rotates. such shines, more heat and therefore more cooling might be required, but with fast enough internodal qpu communications, won't/can't skip a beat. wags.

spacex starship, the booster maintained communications and management, while the starship part lost communications, management, and blewup in some order thereof. elon already knows what he thinks the problem is/was and how to fix it, including the exact location.......do you think he's got a digital twin in his basement? i do.

‘Time to Load Up Again,’ Says Top Investor About Nvidia Stock

https://www.msn.com/en-us/money/savingandinvesting/time-to-load-up-again-says-top-investor-about-nvidia-stock/ar-AA1xlJ4l?ocid=msedgntp&pc=U531&cvid=2c4121e85c85406e92439dd14bd52371&ei=15#

Great news

New breakthrough regarding Quantum computers? Hopefully this link works....

https://www.nature.com/articles/s41567-024-02745-0.epdf?sharing_token=NCe_EUXYP8gCGnX0ZEJrkdRgN0jAjWel9jnR3ZoTv0Py8zm8t9wt03sa-DLDHpOnOR9Wk5Z1yg0k_jA70_E-9DFPb_5aba5PpXGlZ9PBQFZMvt9pqYxTLSJ0y-COHrOppyD5zWk-TKrGnVh7ypELUnBrYkoCtIq1LYuEOcTyP1bCbvAvLQ67La6KiAja_3YEGDlcjvxG9vysoKvkp05pI_HPGNSSIRQPYxSvdqU4uag%3D&tracking_referrer=www.livescience.com

Something about using an Antimony atom to improve the error rate - supposedly will just about eliminate errors in quantum computing.

Th3 market is forward looking. Hopefully it helps now , not in a month

One thing I didn't see in the various articles written about the new -L packaging is whether it will be under the same supply constraint as the  -S packaging was, have you seen anything?

I’m thinking the results won’t be great based on how the stock dropped like a rock from 153

This bodes well for NVDA in about a month:
TSMC results, Taiwan Semiconductor Manufacturing Co. December-quarter revenue and profit topped analyst estimates as the company benefits from the AI boom.
TSMC’s revenue in the December quarter rose 38.8% from a year earlier to NT$868.46 billion, while net income rose 57.0% to a record NT$374.68 billion.

Ian, the rumors (once again) are about Blackwell having heating problems. It appears to me that these are recycled rumors from three months ago. Jensen has stated that liquid cooling is the suggested heat dissipation method for Blackwell racks. Once again the “rumors” could have plausibility but, as Jetmek stated, we have not seen an officer of any of our customers confirming this. As Hegseth said yesterday…….anonymous smears.

There are two seeking Alpha articles one yesterday and one today, which might clarify the latest rumors.

Did these seeking alpha report is an update of the one published yesterday and includes the following comment from Jensen

-WoS-S has a high production cost and uses a single silicon interposer, which sometimes faces yield issues. The CoWoS-L is newer tech produced by TSMC. It incorporates active components in the silicon interposer, which is intended to enhance chip design and packaging flexibility. It is also less expensive than the CoWoS-S.
"As we move into Blackwell, we will use largely CoWoS-L," Huang said at an event by Siliconware Precision Industries in Taiwan on Thursday, according to Reuters. "Of course, we're still manufacturing Hopper, and Hopper will use CoWoS-S. We will also transition the CoWoS-S capacity to CoWos-L." 
"So it's not about reducing capacity," he added. "It's actually increasing capacity into CoWoS-L.

This will be the most meaningful (IMO) report for a number of reasons. 1. We will see how Blackwell is doing, 2. It will confirm that our large customers aren’t pulling back, 3. Autonomous driving should see a substantial number,

I appreciate that our CEO has not (yet) let out any statements about insane demand, year backlog, or can’t keep up with demand narratives. Hopefully the whisper numbers will then be realistic.

Interesting.

This site:

https://www.wallstreethorizon.com/nvidia-earnings-calendar

Says that NVDA will report Wednesday Feb 26th.

No matter. We will wait to see!

$NVDA on top with the most bullish flow again today
By: Cheddar Flow | January 16, 2025

• $NVDA on top with the most bullish flow again today.



Read Full Story »»»

DiscoverGold

Let's change the record shall we 

Yup. Down a whole .76% - at the moment!!

People are throwing themselves off bridges.

Get real. How many times must I say it??? NVDA is prone to going up and down with the index it resides on. What is the Nasdaq doing? What is the "Tech 100" doing???

Anyone who thinks that a stock they buy will only go up has unrealistic expectations.

Sounds like more FUD to me.

Bummer. Looks like a down day.

In Mötley fools first few years, they had, competent writers providing helpful information to their followers.

I haven’t followed them in recent years, and the few articles that I have read in the past year have not been written by people with the level of competence that used to exist.

MASSIVE $14+ Million $NVDA Call Print
By: Cheddar Flow | January 16, 2025

• MASSIVE $14M+ $NVDA Call Print

These have an OTM strike and were executed above the ask

This whale isn't messing around.



Read Full Story »»»

DiscoverGold

Motley Fool is TRASH.

Is NVDA involved with BZAI ?

Their writers play both sides of the fence I try not to read them they're like a box of chocolates 

Motley Fool. How transparent are they? They come out with a story saying NVDA might be going below $100/share in 2025, then in the same article, come out with their stock recommendations in place of it!! Of course, you can't actually SEE their "recommendations" without getting a Motley Fool membership!

Semi packaging article 
https://finance.yahoo.com/news/nvidia-ceo-says-advanced-packaging-101509620.html

Sorry not TSMC but SPIL

https://finance.yahoo.com/news/taiwan-takes-further-step-production-131530444.html

New plant for TSMC that Jensen attended

TSMC logs record quarterly profit, sees hefty revenue growth in early 2025
01:43:33 AM ET, 01/16/2025 - Reuters

TSMC forecasts Q1 revenue of $25-25.8 billion

Fourth-quarter profit climbs 57% to a record high

Stock price has leapt on chip demand for AI applications

NVDA to report Feb 20

Take a look at the weekly chart and you will see that the OBV bottomed in August--September and is in an uptrend.

My post was based on general principal. However your clarification is correct. You did leave out two parameters however, switching speed and configuration

As you increase the number of transistors, you increase the power required

If you’re reading articles that have caused you to believe this, you’re reading articles that have been written by absolute utter uninformed idiots.

The number of transistors per chip has rapidly increased as feature sizes have continually been reduced. The increased transistors per chip, has also resulted in a significant reduction in the power required per transistor.

If you’re talking about using more chips at the same feature size to increase the number of transistors, then yes, more chips will require more power than fewer chips.

I agree. The end of the fiscal year for NVDA is the last Sunday in January. This year, that is the 26th I believe. 11 days from now. Typically, a company's "quiet period" is from the end of a quarter to the date they publicly report the results of that quarter (or year, in this case). Last year, NVDA published the 10K 24 days after the end of the 4th quarter. In the last 5 years, NVDA has published the year-end report anywhere from 19 to 26 days after the end of the Q.

I think we can look at that record and say that NVDA is likely to publish the 10K from anywhere between February 14th and February 21st. So, the quiet period will begin soon (or has already begun) and we won't hear anything from NVDA until the publication of the financial.

Yes. It does seem odd that unsubstantiated rumors and news always seem to surface about NVDA, just before a financial report!

This overheating issue certainly has clung to Blackwell. I'm not saying that it is BS - it might very well be true. The point is, no one KNOWS and no one is coming out and saying "I'm the CEO of XXX company - we've tried the Blackwell units sent to us, and they have a lot of problems and glitches due to overheating."

IF there are issues, they've no doubt been working on them for some time already (IF rumors heard LAST SUMMER were true). I do think that any problems are (no doubt) fixable (IF there is an issue at all). But the "bad news bears" will be off and running with any delays that might happen due to any problems. You can be SURE it will be broadcast as "the end of the world", if the rumors come out as being actually true.

Whatever. Any chip to rival Blackwell is a year or two away from actual production anyways - that has already been talked about. Hopper still is apparently the "go to" chip, if Blackwell production stalls. And again - I'm not saying it will.

We'll know more soon enough.

Rueters was the rag that brought this story months ago as well. If there is an over heating issue at all, I’m sure NVDA is on top of and has already cured it. This would be a meaningful event and NVDA would be required to report it.

It’s always just a few weeks before earnings that “bad fake news” is birthed. Ignore the naysayers.

Being brought up again is the overheating problem with Blackwell and delayed or reduced requirements for the Blackwell device. In the article, it stated the source was the same one who originally brought it up. I think we will have a good idea but will have to wait and will have to wait until end of February for the Q. Hopefully it will show up as revenue generated from Blackwell. Based on the fact we have an idea as to the price of the B200, we should have an idea as to the number of chips. Jensen did state it was in full production. The article is a good read but it also put a lot of emphasis on the RTX50 but I don't see that making up the revenue if the information within the article is close to being accurate.
https://www.yahoo.com/finance/news/big-ai-beasts-reportedly-delay-164808533.html

Another interesting article from Motley Fool. Could it happen- of course. I believe Nvidia is trying to lesson the potential impact of lower than expected B200/300 revenue through better diversification with gaming and PC's. But currently it's all about Blackwell/Cuda which have two constraints that are difficult to overcome without effecting GP. Cost and available power for the data centers.
https://www.yahoo.com/finance/news/nvidia-stock-fall-below-100-095100718.html

As you increase the number of transistors, you increase the power required. This has been discussed in numerous articles. Increasing the distance between two die increases the size of the chip and the resistance between them which will also effect the overall speed. One can't have processing power without increasing power requirements. Alternate cooling solutions are required. The only other solutions is to find alternatives to silicon or maybe some type of doping for better thermal stability. Silicon really starts to lose efficiency above 90C.

Good day for NVDA - and most other stocks.

Said it many times - NVDA usually follows the market. If the market is down tomorrow? NVDA will likely go down too. If the market has another strong day? It's likely NVDA stock will too.

It doesn't take a rocket science to figure it out, people!

NVDA & PLTR Dip "Buying Opportunity,"
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