저자: JimCramer · 외국인
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정보기관(The Information)의 블랙웰 칩 과열·설계 변경 보도로 엔비디아가 급락했으나, 크레이머는 이것이 실질적 지연이 아니라 보도 자체의 영향이며 매수 기회일 수 있다고 주장. 엔비디아는 실적 발표 전 침묵기간이라 반박 불가. 마이클 델은 블랙웰 출하가 진행 중이라 언급하고, 액침/액체냉각 기술로 열 문제는 해결 가능하다는 입장. 크레이머 신탁은 AMD를 보유 중이며 AMD는 소폭 상승.
다듬은 글
now we're in Nvidia at the beginning of August at this year at 107 when the devastating information story broke about the delay the one that Nvidia couldn't respond to a hopeless pinata revived by the short Sellers and allegedly by the customers although I couldn't find a single one who was truly grieved given the Newfound trading proclivity I have to wonder how many people had the armor of the dog Nvidia and how many had it wear off it wore off if it wore off you forgot the amazing thing about Nvidia which is that it has really no competitors now here we go again maybe Nvidia mentions the information delay story on Wednesday conference call maybe we'll mention Michael Dell's shipment of Iraq Blackwell suggesting I think it suggests that they'll still have the opportunity to ship these chips in volume in January which is what I've been led to expect however the trading Obsession might have shaken you out today especially because you couldn't hear a response from Nidia because it the information did the story during the quiet period but let me ask you what if Blackwell really is to late until January what that mean big wins for the people who paid Boku bucks to buy competitor AMD up for today we own AMD for our child trust like it very much we own it right along with Nvidia and we know it doesn't have product that's as good as Blackwell if I w't so against trading I guess maybe I would have sold AMD up five and then buy it back lower when the erroneous data is washed out of the stock I didn't do that I don't play that game maybe you think invidious customers are all hopping mad and willing to hold back money that would be wrong too they have nowhere else to go for this kind of ship so what then is this story about from the information is it much a do about nothing well not if you work at the information the information shop is sell subscriptions it's a noble goal I did it for years this story likely did that in Spades for them and Nvidia actually reports a shortfall the new subscription will be endless after all Jensen W starts out by saying you know what we blew it the servers can't handle the heat and Colette Crest the CFO quantifies all that business business's loss and all the upset clients then the information may have gotten a huge scoop Maybe This Time really is the top and it's all because of the server meltdowns but the bottom line actually am more inclined to think that you're getting a buying opportunity Nvidia thanks to the information publishing a story that may that may simply not be that unless you didn't know all that much and you parted with Nvidia as soon as the news came out Nvidia Corporation has done it yet again smashing through financial expectations with a record-breaking $35.1 billion in quarterly sales this exciting Milestone isn't just about impressive numbers it reflects the sweeping influence of Nvidia in the rapidly advancing world of artificial intelligence at the center of this achievement is CEO Jensen hang who has managed to capture the industry's attention not just for hitting targets but for painting a vibrant picture of the future during an AI Summit in Japan hang announced a groundbreaking partnership with SoftBank hinting at the transformative potential of their collaboration as investors and Tech enthusiasts await additional updates one can't help but wonder what does nvidia's Skyhigh performance mean for the rest of us welcome back everyone to invest Ury uh let's talk a little inidia Nvidia far from a Sinister situation but the stock is going to be under some pressure you want to go there publication the information company has asked suppliers to change the design of the server ax for its new Blackwell AI chips they've been overheating or at least more so than had been anticipated report says word of the repeated design changes has sparked customer worries that it's going to take a little while and therefore there may be some delays uh Michael Dell though came out favorably yeah Michael D the real installer Michael Dell is saying listen we're installing it now we don't have super micro obviously they've got their own issues uh HP e but they say they're installing it for cor weave and it's working fine 72 72 gpus per it's hot I mean look I had Rich Tobin from uh from do on Friday and do makes the the cooling system said it's not a problem they do think UL it's going to have to be cryogenic they've got that too but David I want to talk about the journalism business okay if you wanted to create a very negative story about Nvidia and you wanted to make it so they couldn't respond would you pick a few days before they report in order to break that story I don't know I'm not I'm not necessarily going to say you would no it was a totally rhetorical question was the way I could get the point across that was what it about I'm saying that this was a devastating piece to write because Nvidia can't respond because they're they're in quiet quiet period yeah and and that's why I felt that Michael Dell who by the way there's a speech you know there was a big speech today uh at this Atlanta Conference of super computers Michael Dell's basically saying look don't worry about this now we who's giving the big speech today sorry Jensen oh Jensen is giving quiet period but he can still talk well he can speak in general about the company he can't address the information's hit job he rarely have I seen a chief executive talk more than Jensen does well he has a lot to say clearly most of us don't have as much as say is I listened to a podcast that he was on this weekend actually how was it it was great I understood about 50% of what heing 50% more than I thought you would um you know Carl I'm just saying that you know if you want I I mean I read this story and I said oh my god do we this is the second time we've seen something from the information in a similar time frame now I don't know the publication I know that we have a Mis lesson on I don't know the public I mean I was never involved with the publication but but I re I think they do good work I think that they can they can do good work some good people I've you know relied on them to a certain extent I thought they did some good work on talking about Elon Musa Center in Memphis for example that helped me sort of understand when I reported on Friday about the latest Capital raise for xai I think that's terrific and I do think also that when you put this piece out you're also cognizant that there's no response from from Nvidia which makes it seem like therefore it's right and all I'm saying is that if you want to sell it on this piece of information look how you sold if you sold the previous piece of information you got crushed doesn't even there's no other competitor to the Blackwell right you got to buy blackw so what does it matter even if there even if the piece is 100% correct ultimately what is the what is the difference he's right he's right and that's what people are doing is selling it now I don't necessarily know how good the quarter is going to be I do know that everyone at that Jensen Wong told me that that this thing runs hot there are issues when it runs this hot one of the things that is important is it has to be liquid cooled now the article made it sound like if it's if it's air cooled it won't work but anybody who knows these black holes knows they are liquid cooled that's what super came home when they were still talking they told me that that's what toin from do who makes the technology for liquid cooled Michael del has said liquid cool so let's just stop acting like this is a crisis and I will go so far as to say my trust owns AMD AMD is up four points on this that is not a reason you really don't like some of these easy narratives either on the upside with Tesla or the downside on on Nvidia today you think the picture is a lot muddier yes I do and I think it's important that we we do our viewers we respect our viewers and tell them look this is not necessarily the way the story is going to play out nvidia's rise in the stock market can be compared to a tech fairy tale one in which every chapter unfolds a new facet of innovation since its Inception Nvidia has evolved from merely a graphics Processing Unit leader to a formidable entity at the Forefront of AI and machine learning this strategic pivot hasn't just fueled technological development it has also catapulted its stock reflecting both Market demand and investor confidence but it's not all just high-tech Wizardry there's also a touch of humor after all who would have thought an advanced AI chip could one day cost as much as a small car despite some fluctuations nvidia's stock much like a roller coaster has excited investors eager for the next big leap much of nvidia's success lies in its groundbreaking AI platforms during a fireside chat at an AI Summit Jensen hang and soft Bank CEO masayoshi Sun traded Jabs about M acquisition opportunities providing Light Relief amidst serious discussions hang announced the joint venture with SoftBank to create Japan's largest AI Factory an unprecedented move that underscores nvidia's capabilities this AI infrastructure aims to transform telecommunications into a sprawling network of 200,000 sites loaded with nvidia's dgx AI technology it's nothing short of revolutionary offering a glimpse into a world where AI doesn't just support but transforms Industries ranging from customer service to aut autonomous Transportati obviously it Nvidia is going to play a big role in that earnings Wednesday obviously stocks up 13 a half% over the last three months we could debate how high the bar is but we don't have to because Christina parts and noos is with us here uh it's great to see you back thank you back right I mean what do you think about the bar this time going in it's it's always high then we have some issues around some of the blackw chips we can get to in a minute but how how are you thinking about this in your own mind for somebody who knows the space really well think of just what happened last quarter in Q2 the bar was high they hit uh the numbers but they didn't hit the whisper side so buy side and then you saw the stock sell off so that could be the case again cuz the magnitude of the Beats is diminishing and that's the problem we have these high expectations is going into it and to your point you bring up Blackwell which is the latest iteration of their GPU the one that is really going to drive future growth and there's so much riding on that particular chip when is how big is the ramp going to be when are we going to see the billions and billions of dollars of revenues is that going to be you know starting into this quarter leading into early next year or is there going to be delays and that leads to I guess your point Scott about uh a report today right uh from the information saying that the black overheating appar yeah so there's 72 of these chips that go into aaq with uh some CPUs and they're working through it uh Nvidia is downplaying it so far they put at a statement saying that this is quote normal and expected and then maybe it's damage control but you also had Michael Dell a customer tweet out yesterday that the Blackwell chips are shipping and that he is excited they are thrilled that's the quote from his tweet cor we put out a CEO uh a statement as well um and I'd like to preface though that this issue right now that the information is talking about is about overheating I know in August guys talked about it there was the problems with tsmc and delays over there but Nvidia is saying that that was just you know fixing the yields uh and these are two different issues but I'm sure on the call we're going to hear a lot about how this is not going to create delays because we're are buying into this future growth coming from Blackwell as such initiatives unfold Nvidia isn't just setting the pace for others in the tech world it's rewriting the rules entirely analysts say this could be just the beginning as Nvidia CFO Crest revealed the deployment of Blackwell dgx engineering samples to open AI marking critical progress for a company that defies expectations quarter after quarter Nvidia assures investors there's plenty left in the pipeline with its ever growing AI collaborations whether you're a tech afficianado or simply enjoy watching stock prices soar nvidia's strategic moves are turning heads globalll the Market's not making Joe a big like assumption that it's going to lead to huge delays cuz if it if that were the case the stock would be we off more than what it is now which is looks like 1 and 3/4% I'm not defending the company Christina but isn't it rather commonplace that and Nvidia talked about this you they're so complex the gb2000 so you need the co-engineering with the customer for for integration you can't expect that you're going to have full integration on on for all clients isn't that more common place yeah that's exactly what they said the rest of that statement was just they're working with the cloud service providers and because you're not just taking one particular chip and sticking it in you have the 72 which is in the name you have the 36 CPUs as well you have all of the simply put the connectors so when they're launching a new chip that is higher memory more power they're saying there's going to be some issues they're still working through the Kinks but shouldn't create a massive delay and to your point it seems like the analysts covering the stock are saying the same however the stock is really sold off since early August when that first you know the rumors of the delay and uh mizuo for example was saying that maybe this is just a lot of tourists that entered the name because it's been all over the headlines they don't understand the fundamentals and every time you see a negative headline they sell off you know when when you worry about when you should worry about delays is when there's competitor who come in and fill that time Gap that you're losing out on that's not the issue here they have the most advanced chip there's nobody out there who can take their place in the supply chain with customers so if it doesn't happen this quarter I'm with you it doesn't matter what the quarter is the point is is that not this quarter the next quarter all right are you considering emerging tech stocks perhaps Nvidia should be at the top of your list with AI Innovations rapidly reshaping various sectors Nvidia stands as a powerful Testament to growth potential while the stock market can be unpredictable nvidia's consistent performance and ambitious plans make for a compelling investment case despite recent volatility the long-term outlook for NVIDIA seems promising especially with their ongoing projects like the AI Network in partnership with SoftBank nvidia's journey is only just beginning according to financial pundits and Tech experts the company's commitment to Ai and Innovation continues to position it as a market leader so what's your take on nvidia's meteoric Rise are you ready to dive into this burgeoning Tech Marvel or do you see rough Tides ahead regardless of where you stand there's no denying the pivotal role Nvidia plays in today's digital landscape and the exciting potential of its futur
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