저자: JimCramer · 외국인
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Nvidia's new generative AI audio model Fugato is showcased as a creative software product; Cramer argues Nvidia is a software company that won't run out of demand and dismisses concerns about Amazon's competing chips. He says Nvidia's post-election weakness reflects hot money tied to the quarterly pattern, advising serious investors to stop trading it. He cites strong Q3 revenue ($35.1B, +94% YoY, data center $3.8B), and notes reports of slowing generative AI model gains (Bloomberg) and analyst warnings about thermal issues. He also discusses Japan/Taiwan-related Nvidia dynamics and robotics as the next big AI wave, expecting robots to do almost all physical labor in ~10 years.
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it's not the fugazi right which is going to help you Nvidia says turn text into music or Sound take a listen to this fugato is the latest generative AI breakthrough from Nvidia this new model allows you to create sounds speech and music from text and audio inputs you can guide fugato to create unexpected sound effects where Familiar sounds take on surprising new qualities and invoke new experiences it goes on later Jim you can take uh written music and say make this sound like an opera singer scatting Jazz we did yeah it really is pretty amazing because uh this is all about what Jensen W Jensen Wong the CEO and that was his voice by the way he's voicing that I believe that was him well he wants very much to demonstrate that this is a creative product not don't like what you could do with an adobe the canva so to speak and I think that Jensen I don't understand they make chips how are they offering this product they're getting into the consumer Market because it's a software stack that's why all these people who keep saying that it's going to run out it's a software I understand it's not I mean and think about all the iterations so that's what it is this is a cons a consumer product like who how are they getting I don't know they're not a consumer company no not at all but you can go to Dell you go to Michael Dell uh you can get this put on I mean if you're you get fugato look I yeah you can get fugato I mean if I were in Disney I'd get fugato oh my gosh it reminds me of what Affleck told you about the effects business yes what must they be saying at Skywalker sound today I well David Ellison listen we don't really know the strategy so to speak at Paramount when he takes over but you got to believe a lot of it will involve this in other words using AI in effective ways now Affleck will tell you you can't replace people and and the creative process but said that you certainly can create replace many different things in the in the actual process of movie making that will make it more efficient well I think Jensen's about make making everybody be able to be creative just like shant oryan from Adobe you get that and we get have people who are sitting around trying to become the next sonheim and bingo I sonim was unbelievable I don't the Adobe analog makes perfect sense why then is NVIDIA down three since the election and the S&P is up three well Nvidia had a lot of hot money in it and Nvidia goes down when they put the quarter because there's a lot of people who really they are in it for the quarter because they had that made quarter last year where the stock had one of the biggest advances in history and they keep thinking that if they play Nvidia it's going to happen again and my advice to them is stop playing be serious investors don't trade Nvidia and figure out what Nvidia does besides being my late dog prepare to have your minds blown by an electrifying Revelation in the stock market Arena Nvidia a Colossus in the field of artificial intelligence semiconductors is making waves with its seemingly insurmountable market dominance Jim Kramer the dynamic host of cnbc's Mad Money recently laed the tech Behemoth insisting that despite others attempts at challenging nvidia's Supremacy they continue to fall short known for its cuttingedge GPU Technologies and Powerful AI chipsets Nvidia stands at the Forefront of innovation consistently pushing the boundaries of what's possible with notable giants like alphabet and Tesla partnering up Nvidia is not just setting Trends it's defining the future this collaboration highlights nvidia's pivotal role in transforming Industries through AI enhancing everything from autonomous driving to groundbreaking AI powered Services intrigued you're not the only one enthusiasts investors and Tech efficient Autos alike are drawn to the unfolding Narrative of nvidia's Relentless Ascent welcome back everyone to invest ocy should they be in the software stack or the chip stack they just need to know that is a software company it is a software company and that's what's so great about it and that's why it's not going to run out and by the way Amazon can we just if I have to read one more story about Amazon doing a Nvidia killer tell Andy ask Andy jasse particularly during that Friday game um they're not they're trying to make enough chips because Jensen says I can't I wish I could make more chips for you I'm so sorry but Zuckerberg gets them and and and we AI Indonesia must get some X get yeah they so they don't have enough so what's Amon supposed to do just sit around and say you know what we're screwed your point is they not really creating a competitive chip to inv yes and Amazon has yet to indorse the AMD AI chip when you see that then I might say that there's a bit of you think Jim that there's any weakness in Nvidia as a result of this you know I discussed yesterday the deceleration and the rate of improvement for these uh these uh Foundation models they pre training AB no absolutely not because it's all about any one of what video is going to be and video is these people are not understanding video I mean the idea that you can go and look at every single picture ever and then decide how to pitch a perfect game and be look your son's a pitcher that's what I mentioned or quarterback your son's like everything nothing anymore he's he's a working man now that's all he is don't ever say your son's nothing no you know what I mean he's not he's not a he's no longer he's sparred by that he's no he SP he's no longer participating in organizing atics for teams yes so he's done with that okay but I'm just saying that Nvidia is not the company people think Nvidia is about trying to figure out as Jensen did with this how to do video how to think beyond what we currently think and it can go down it it it's up a lot as she delved deeper into the revelations surrounding Nvidia Sarah the astute Market analyst found herself nodding along with Jim Kramer's commemorations after all the facts were speaking louder than words painting a picture of a company not just ready to lead but to revolutionize Nvidia had achieved an eye popping $35.1 billion in revenue for the third quarter a 94% increase from the previous year a testament to its aggressive growth strategy fueled by a surge in demand for AI Solutions even more impressive was their data center Revenue a whopping $3.8 billion underscoring nvidia's indispensable role in AI infrastructure as companies worldwide seek to leverage AI capabilities to gain a Competitive Edge it's as if Nvidia decided to swap its stock price for a rocket blasting off by over 181% in value starkly outpacing other Tech Titans like apple and Microsoft and who knew according to Jensen hang the company's bold CEO the investment yield is staggering customers Rak in $5 for every dollar spent on nvidia's chips this remarkable Roi solidifies nvidia's chips as essential tools in the modern technological toolkit validating its reputation as an industry innovator a stock market joke circulating with Traders goes like this why did the chip cross the road to get into an Nvidia board and multiply its value eight-fold what everyone initially thought was just humor is turning out to be a fiscal truth as wed Bush analyst Dan Ives foresees a multiplier effect propelling the NASDAQ to an astounding 25,000 signaling a potential seismic shift in Tech valua J long because Taiwan semi so we get this kind of moment where it's possible that there might be some talk between say Jensen and someone at the White House now they did not talk with Biden Biden did not talk to uh to the semiconductor people that was left to g g Armando's Commerce Secretary so I mean look I'm not the reason why Nvidia uh is flying isn't necessarily that it's going to be China this is this amazing masaan deal in Japan although we mentioned yesterday this move from semis to software and the JP Morgan long software short semi baskets up 20% in a month well you got service now you got Salesforce U you had that last David there's been this move for for enterprise software which was so so hated I don't know what to make of it but you continue we're continue to get these reports about a Slowdown in the progress of generative Ai and I'm sure you've seen it it's not just chat gbt now anthropic as well reports that the next model is not nearly as powerful as they thought it would be versus the last Model what's that based on have they spent a lot of time with Jensen like I have this morning it's a four by line piece in Bloomberg uh three of the leading AI companies are now seeing diminishing returns from their costly efforts to build newer models okay so they're about to get video the guy who's the front runner is Mark Zuckerberg his his ads I don't know if you seen I mean he is crushing it using the latest and greatest these are people who basically would like to see prices lower it's bargaining it's the art of the deal right it's the art of the deal there is the story that at Carl's referencing they all love this may be a short time a short you know a shortterm um snafu of some kind on or maybe it means something what You' looked at Medi Med AI is can be the largest by the end of year with llama you mean their large language model I've been going to meta for anything that is remotely cultural like when I hear that there's like these like Live Nation yeah they have all they like a list of people who's coming to the Brooklyn the Paramount Brooklyn I want I I met AI get you get up to the minute information there on that depends if it's not fin chat GPT 4.0 which I was paying for you only it's October of 23 well I mean they past then you're you're you're out of luck I asked them to summarize a a a call last night cuz I didn't want to read it it said the call hadn't happened yet so that that's suboptimal um yeah I have not incorporated into my workflow the way many people have but that's on me you can this can download Moy dick in less than a second I know I know I remember when Jensen said that to you call me ishmail partner I remember when Jensen said that to you well that what cuz he said to me doesn't count we have to look on these other stories maybe reuter says it's it's Tinker toy remember what Jen told me he said listen fifth grade it's going to go eighth grade and then it's going to be high school and then David forget it it's getting Advanced degree that you that you didn't yet nvidia's journey is not just about chips and numbers it's a tale of collaboration and Innovation by partnering with alphabets Google Quantum Ai and industry leader Tesla on robotics advancements Nvidia is crafting more than semiconductors it's shaping the future and Paving the way for new tech ecosystems these Partnerships demonstrate how Nvidia is positioning itself at the inter section of AI Quantum Computing and Robotics fields that promise to redefine our technological landscape even for those looking at the Horizon the company's sites are set on a fourth quarter Revenue projection of $ 37.5 billion driven by robust ties with major clients like Oracle further consolidating its leadership in AI driven Business Solutions not surprisingly a benzinga poll captured the bullish Spirit of investors with nearly half affirming nvidia's future Reign Among The Magnificent Seven by 2025 the survey reflects growing confidence in nvidia's ability to maintain its growth trajectory through diversification and continuous innovation however like any gripping narrative there's always a warning sign or two analysts including mizuho's Jordan Klein have pointed out potential hiccups notably thermal challenges with new chip systems which could impact product performance and investor sentiment advising a cautious eye on possible short-term volatility these experts underscore the importance of strategic risk management in navigating nvidia's ambitious expansion yet for Ardent Believers this part of the story merely represents a thrilling twist in nvidia's continuing Saga as uncertainties often fuel new rounds of creative problem solving laying the groundwork for even greater achievementen he talked last night with for this talk he's talking about the idea of a digital Ai and then also a physical Ai and the physical AI is really interesting because what what jensson is saying that they have the best chance of developing robotics now why this is interesting is there a man with six jobs who just got a seventh Doge who El wants to do robots but this seems to say that Japan's Got the lead on robots but all you could just argue everybody's got something cooking we know about Japan's demographic issues might probably worse than our own yeah and they need robots in order to be able to make their country hum I think that robots may be the solution David Al like this was going provoke them if there are uh you know let's say a more aggressive policy in terms of shutting down immigrants under say the next president they need these robots well there is going to be a more aggressive policy we don't know how aggressive it's going to be in terms of the deportations we have to see and that could eliminate jobs well we that being done now to your point I don't know if the robots are yet ready to replace people who are putting roofs on homes or um which also kind picking uh picking doing agricultural jobs J told me anything they can do physical anything we can do physical they can do better does to make you wonder what kind of weaker job prints the president-elect is willing to tolerate oh boy that is someone who's as Market focused as he we believe is that's very interesting I look I think I don't think he's sitting here thinking if the tenure goes lower in yield the market will go up I think he's just thinking about productivity right and the productivity from robots is incredible and David's quite wrong the robots according to Jensen will be able to do things that will shock you and dangerous things the that's because the advancement of the of these like unlike what these cry babies are talking about in terms of the how slow the advancement is with with J you mean Beyond fact manufacturing kind of what physical labor what what are you talking about I think that all almost all physical labor could be done by robots in 10 years in how many years 10 years 10 years okay that is going to have huge ramifications on the working when Jensen told me that they can do anything I couldn't what are you going to say to you're dead Ro part promised an autonomous vehicle four years ago and I sat here stupidly talking about 2020 will all be driving around if I read one more thing about how the quid pro qu is that Doge Doge comes in there and slams gets two billion out and in return billion 2 billion you do that but he can write a check for that um but there are many stories would just say look this is a now that he's close to the president he's going to get uh Ai and he's going to be able to do self draw you know as the curtain draws on this riveting exhibition of raw potential and boundless growth one question lingers could this be the moment for Savvy investors to seize the opportunity nvidia's robust current standing paired with its innovative Ventures and strategic Partnerships casts a bright Spotlight on its potential future Glory with stock prices skyrocketing and forecasts signaling further gains investors are keenly watching every move of this industry tighten the market Buzz reflects an optimism that Nvidia will surmount any forthcoming challenges driven by its Relentless pursuit of red defining technology through Ai and Beyond whether it's doubling down or cautiously Towing the line Nvidia presents a compelling narrative too hard to ignore tell us where do you stand in this enthralling Saga are you ready to ride the Nvidia wave or do you foresee a different chapter unfolding in the world of AI technology either way the journey ahead promises to be filled with unprecedented twists Innovations and opportunities waiting to be seize
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