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the buzz is undeniable Invidia a name synonymous with Innovation is added again and Making Waves in the stock market recent headlines have spotlighted Nvidia for a series of extraordinary achievements capturing the attention of investors worldwide in a remarkable Ascent the company has surpassed even its own lofty expectations not just by joining the prestigious Dow Jones Industrial Average but by generating record-breaking Revenue figures that are hard to ignore nvidia's transformation into a leader in the AI chip Market marks a pivotal turning point and its stock performance tells the tale of a meteoric rise Tech giants like Microsoft and Oracle have hinted at something groundbreaking in partnership with Nvidia but the complete picture remains tantalizingly unclear what could the next steps be for this industry titon welcome back everyone to invest ocracy let's get right to in moving higher after beating on both the top and the bottom line also nearly doubling sales year onye yesterday on the earnings call Jensen Wong did reiterate the strong demand for AI the age of AI is in full steam generative AI is not just a new software capability but a new industry with AI factories manufacturing digital intelligence a new Industrial Revolution that can be create that can create create a multi-trillion dollar AI industry demand for Hopper and anticipation for Blackwell which is now in full production are incredible Jim everyone wants talk Blackwell but even some of the hopper guidance was surprisingly good yeah look what you this is one of those situations where whatever you can get from them you'll take uh that that can be very Stark because you may not be able to get the first rank stuff uh I think that there are multiple customers I want to step back for this a second I've never seen anything like this there are multiple customers who would buy everything they have when I say everything I have I don't mean like hey you know what I really want some I mean like I will take everything you have and the customers that we're talking about are customers that all we all know and they are not doing it in order to be able to say cu the other guy may have it there's going to be a win or take all loser take none aspect but the main thing is is that everybody has something that they feel they can make 5 to one on I'll pay you 40,000 I'll get uh I'll make uh 200,000 and David when I say I've never seen anything like it what I mean is is that this is a different order of company that that we have ever seen in our years together cuz it's really Reinventing no it's not it's creating a whole new industry and in order to understand it you have to do things that you've never done before like for instance I put in J Jensen says something that's rather M I don't mean to go on too long but Jensen talking about something that he like he likes a Google product that he just you know he's just constantly on I mean good example same thing that Ben off said the other day I talked to Mark about it absolutely and what you do is like you input you know tell me what's so great about this conference call and you know here it is I mean I've got it tell this is it okay well this is I just all we asked this is Jeff marks we put in give us the highlights this is the product that that chansen said he loves to talk to oh you use the gole to go over the conference he was using The Living Daylights out of because he is thank you Carl he is because I used the Living Daylights out of it so I did it and I got five pages of the just the quick distillation if someone said pick your best five page I I don't mean to ask too authoritatively on this I will say this that when the stock was at 14041 this morning at 3:30 I was going to town on whatever they call now just saying listen what do you clowns it's just short selling clowns 100 200 shares because this is not anything I I've ever seen the Journey of Nvidia is nothing short of a technological epic once a giant in video gaming the company's chips have found new life in the booming field of artificial intelligence Nvidia has evolved dramatically from its Origins leveraging its capability in parallel Computing to surf the waves of the AI Revolution the Catalyst here was nvidia's Cuda platform which unlocked the potential of gpus Beyond gaming this strategic pivot enabled Nvidia not only to claim over 80% of the AI chip Market but to redefine its own identity in the tech industry now nvidia's gpus are the Cornerstone for companies looking to advance in AI development think meta platforms and Microsoft to name a few what really sets Nvidia apart is how it has seamlessly embedded its technology across various public Cloud platforms making its AI products and services notoriously easy to adopt this has been a boon not only for NVIDIA but also for its customers enhancing accessib ility and integration such ease of use has driven nvidia's data center Revenue through the roof with margins soaring past the 70% Mark a figure that makes Wall Street stand up and take noti um and of course the what you were using from Google is generating what it does on their yeah like kind of a Hall of Mirrors but you know when I SP spoke to the company after for about a half hour and what they're talking about first of all the story that came out this weekend about burning too hot you know they they used the words some words that I was surprised they said it's a lie now that's a hard that's where you go to jail when you lie about financials journalists whatever it's a lie lie I would not want to commit a lie against this company there was no heat issue you don't believe that cuz they denied so you believe them and you don't I mean I I I believe even you said there are probably people within the company talking to the information yeah well that's what they do but if you if you go to to a reseller a a rapper a packager of which there're three right super micro and Dell and HP they did not report any overheating so it's entirely possible that you bought it that you bought something you got something and you souped it up and you overheated it I see but speak David it's a serious charge to say that story was a lie and they couldn't do anything about it because they were in quiet I do not want to be affiliated with a lie and anyone else who's affiliated with it I think is suspect yeah no you never feel good as a journalist when a company calls you out in that way no for sure and something you want to avoid all right let's get back to the actual quarter itself and what it means for the future 37.5 billion in revenues in terms of guidance for fiscal uh fourth quarter of 25 um I mean let's just talk a little math here obviously yes we've never seen anything like it what do they do 94 billion in they're on a run rate of over 100 billion a lot of reeven um a 94% excuse me uh increase first first time in five quarters so they didn't have more than a triple digit increase in Revenue grow there were there were clowns who were actually like clowns I don't mean that I mean chhe heads but your point is simply the demand for for Blackwell is undiminished it will take this product throughout its ramp there will be endless demand for it yes and then every year they're going to get back on every year they'll have Reuben which is much more powerful than this but Ruben Ruben's next yeah from Philly Reuben got it to lighten the mood consider this investing in Nvidia today is a bit like finding the golden ticket in a Wonka bar except this time Willie Wonka himself AKA Jensen hang assures you that the age of AI is not just a wonky promise but a tangible reality even in the face of potential export restrictions imposed by an unpredictable political climate the resilience and vision expressed by hang reflect a determination to keep nvidia's Innovations flowing globally such conviction reassures investors and Industry players alike that cooperation and Technology development and application will endure backing up the hype is nvidia's most recent market performance and boy is it impressive take into consideration that Nvidia has not just been about lofty Ambitions but achieving tangible results its quarterly revenues shot up by 94% and many are looking to see if this growth trajectory is sustainable with the predicted introduction of its new Blackwell architecture nvidia's Blackwell could be to AI what gutenberg's press was to literacy a transformative leap with a forecast of 70% Revenue growth in the upcoming fourth quarter and predicted annual earnings per share growth of 35% over the next 5 years it's no wonder analysts are giving Nvidia a strong buy rating re were those concerns in the last week or so about the chips overheating the black oil chips overheating when put in some of these server arrays I I've read other reports that people are speculating it's already been corrected what do you think um from our conversations with people over there it has been corrected and I think the other piece that's happening is this is really complicated uh not a lot of companies have ever done this before and I think they've tried all different possibilities and combinations and I think they've figured out a couple Solutions and that's what we heard uh and and this shift is actually important because if you think about what is next right it's going to get even smaller and it's going to get even hotter uh and as you know the consumption and the power consumption on these chips hopefully come down but people keep stacking more chips in one place which is why they get really hot in data centers R I had not heard heard the the argument before about people retiring at Nvidia obviously if you've been there five or 10 years and you've got stock options or restricted shares you're sitting pretty you've made a whole lot of money and it it is pretty easy to walk out the door where does Nvidia get new Talent oh they're not having trouble finding new Talent uh I have a son that's a comsi Ecom major and as he tells me every comsi major today actually is looking for a job because AI is pretty much obliterated so MV is getting a lot of great talent from different companies from Young startups young startups who are actually folding in to you know experts in the Enterprise that have been around for a while so they don't have a hard time finding talent but the existing Talent pools actually uh some of them are starting to take a break even if there are problems with the black o chips if there were issues around it my first thought was where do they go right now there's nowhere but who is um in PLL position even if they're far behind who's in the next in the second place who might be able to come in and and have a different offering at some point down the road we all hope that AMD has something to offer but the challenge is the gap is so huge right they put so much money into development of this set of chips uh and the capital required to get to the next set of chips and if you continue to go down that path very few companies are going to be able to pull that off and I think that's really the challenge uh but when people say hey what do you do after Nvidia the question is we'll take a quote from uh the Wayne gresky Playbook Let's Skate to where the puck will be next and the question really is what are we going to do when we go from semis to Hardware to hyperscalers to software where does that move to the next piece and once again Nvidia has an answer they're in the space their Cuda layer actually allows them to build the software on top of the chips and create that access point for the next set of ecosystems and so the layering that's going on in Nvidia is what really makes it a very tough company to beat because they've been thinking through all the possibilities and Jensen has even more to offer going forward as the dust settles and investors Ponder the heights Nvidia May yet scale reaching the elusive $4 trillion Market valuation looms not as an insurmountable Peak but as an achievable Milestone on its strategic Journey high demand for its upcoming Blackwell architecture promises to Fuel nvidia's stock upwards potentially marking a historic Financial achievement that no other company has managed to achieve consequently nvidia's shares albeit not cheap remain enticing especially for the long-term investor seeking growth in the AI realm considering this Confluence of technical prowess backed by proven Financial results and burgeoning market demand investing in Nvidia at this juncture appears to be not just a smart move but an exciting one will Nvidia continue to reign supreme and establish itself as the PowerHouse of AI technology or will market dynamics chart a different course what's your take on nvidia's trajectory and its ambitious targets engaging the community in this dialogue May well illuminate further insights on the next giant leap for NVIDI
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