저자: ChamathPalihapitiya · 외국인
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엔비디아는 블랙웰 칩 출시 지연 등으로 최근 조정을 받았지만 CES 발표 등 모멘텀 기대가 있다. 아마존 AWS와 경쟁할 수 있는 클라우드 사업 진출 가능성(연 최대 1500억달러 매출 추정)이 거론되며 장기 성장 스토리가 강조된다. 다만 칩 수요 피크 우려와 경쟁 심화는 리스크로 언급된다.
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obviously Nvidia is up in the pre-market flatus today repeats an overweight on the stock the chip monster is hoping to end this rut that has sent shares as you probably are aware into revision region Jim you said there's been no change to expansive interest at the high or the low end and I'm certain beyond a shadow of a doubt about that what's more simply the way that Microsoft got their chips right away the sways whoever the sways are said gracious then there should be an interest issue assuming that they got every one of their chips that is totally false I could do without as you most likely are aware Carl and uping individuals who got it yesterday at 127 will be heat chasing Rockets impacting that 133 you won a cresendo auction and we didn't have it yet you said late morning yesterday you figured we may be arriving 127 128 however at that point it went to to 130 then at that point it supported right back to 128 David there are vendors of Nvidia on the grounds that they've recently chosen guess what it couldn't in any way shape or form be comparable to last year and I state it will be just as great at the January 6 feature at CES you will hear things from Jen Wong that will make you limit why you sold it at 127 you say all that will be is great do you mean the presentation of the organization or do you really accept that the stock will likewise have that sort of exhibition it did for the current year regardless of the most recent a half year of being level we're actually discussing a stock that is you can see indeed all things considered the stock follows the presentation and the exhibition is the enormous issue individuals don't recollect what it resembled when you went from the 386 to 486 to the Pentium there are these h holes there are these holdes where quickly you're not Transportation this Blackwell ended up being a lot harder to deliver that is their ongoing chip this was container the chips that Microsoft purchased yet it's not the ongoing cycle but rather they're extremely strong and I believe that everybody remember meta which is recently updated overhauled redesigned or cost Target help said that metac computer-based intelligence would be the most impressive the present moment it isn't meta artificial intelligence I think it stops in like June 28th of 2023 however o glasses the glasses that interpret goodness indeed what about that I have the other I'm giving everyone different glasses that is my present to individuals they don't watch no one watches my family so it doesn't make any difference yet better believe it I got the ones that like on the off chance that you have an additional pair let me know the ones Jo Joanna harsh the commentator at the money Road diary was exceptionally certain about at the end of the day if possible the real beam boycotts are so cool you can take pictures you can converse with it you can live it up you've been reproachful of the data yet they truly do have a piece up saying that nvidia's cloud Administration could equal AWS possibly one indeed I think they only sort of experienced the intensity of having never said a solitary beneficial thing regarding Nvidia during perhaps of the best spat history other than the way that it's terrible it's terrible either when it's all said and done they have been it's like they have a hex onvia oh onvia don't worry about it no not by the same token David looks that would resemble me purchasing passes to the Super Bowl at this moment no gracious with curse curse better believe it they simply Express these things that are well it's inconceivable a assuming you followed them you truly would accept that that organization is going the method of EV charging stations resource rivalry custom silicone scaling walls top capex Works in recollect broadcom and wondertech work in work with the GPU they can't replace the GPU Amazon would cherish it in the event that Trump might actually stay aware of the GPU yet they with the Nvidia GPU however they need to purchase countless nid VI GPU is they actually do they actually do discussed this yesterday we'll say it today no one in it however once more just however you accept that the monetary exhibition of Nvidia will be equivalent this approaching year to what we saw now through the change presently there's music being played in my ear which says we need to go yet we should continue on toward Nvidia a report from the data itemizing how Nvidia could fabricate a cloud business that would equal any semblance of Amazon web administrations Jim producer says it could create $150 billion in income from programming and Cloud administrations over the long hul president Jensen hang has said that cloud and simulated intelligence programming will be an extremely huge business after some time assuming they ventured into the cloud business that could be a tremendous headwind for Amazon which has been the cloud monster in the space for such countless years I accept Amazon web administrations makes up almost 20% of Amazon's General income and a huge piece of that is in the cloud they've had this kind of c-ied relationship with Nvidia so assuming they really do begin to have their lunch I can hardly stand by to see the PO emerge yet Amazon needs to fabricate its own computer-based intelligence chips correct what's more in the long run perhaps not BU as numerous Nvidia chips so seeing that sort of back and forth is fast fascinating furthermore the other thing here mdy that simply intrigues me about this story is somewhat the exemplary financial backer story of how an organization develops as they give you an item correct so Nvidia has assembled these extremely effective artificial intelligence chips everybody needs them how does Nvidia follow the client through that Excursion correct you contemplate apple and the iPhone correct Apple gave us this large number of extraordinary items what did they in the end work out that is currently one of the biggest pieces of their business the administration's business isn't that so they keep on selling you things once you utilize the item and kind of go through that client Venture with you nvidia's man-made intelligence chips are significantly more muddled and much more B2B and somewhat unique in relation to that however to me I believe it's a fair correlation with Ponder Oak everybody purchased our ships how would we turn into a piece of the following variant of man-made intelligence we were talking prior last hour about how there's kind of the shift from the foundation to how would we manage This Cloud administrations is an immense enormous piece of that following stage on the off chance that Nvidia can quite create $150 billion in income off of this then at that point you begin to discuss all right perhaps computer-based intelligence chip request isn't the whole piece of the financial backer story since I think for the enormous piece of the most recent year and a half it's been what might be said about when everybody has an adequate number of chips right and that has all the conversation's been perhaps the conversation begins to move a tad in the event that we keep on hearing more about this uncoming profit calls and $150 billion I accept AWS gets about $100 billion from its Cloud business so that would them say like wise We believe We will beat the greatest person in the room here as well which is fascinating pushing ahead I simply think it'll be captivating to see Nidia to your point has sort of reformed itself on numerous occasions as of now they began as a computer game chipmaker presently they're this simulated intelligence monster will they likewise become an immense Cloud Player they have a ton of rivalry so we'll check whether they can haul it out they have a great deal of rivalry in many spaces correct so in the event that you have that chip rivalry that we've been discussing over the most recent few weeks perhaps your answer is to cross a smidgen and have different Wellsprings of income that can likewise get so surely not a tomorrow story I wouldn't agree it's something essential to follow particularly in the event that you're thinking about holding viia long term the development passed that chip story into different Wellsprings of income could be fairly alluring what's more we'll wrap up with Nvidia those offers are up around 3% pre-market simply bouncing back from those new misfortunes that stock is as yet playing with that alleged revision domain off around 10% from its most noteworthy shutting cost over this year this comes as Financial backers sit tight for proof of how it can create rapidly its Blackwell artificial intelligence Cutting Edge chips those offers are still up around 170% up to this point this year one of the better entertainers in the S and P talking Nvidia the Stock's failing to meet expectations the brilliant 7 that is to say it's still up more than 160% this year it's had a decent run I think individuals are blowing a gasket somewhat a lot on this yet would you say you are folks seeing any debilitating information that is somewhat intelligent of what we've seen since hitting those unequaled highs last month since it appears as in the event that you pay attention to the tech organizations they're not pulling back on any acquisition of Nvidia items as of now definitely I believe that you're precisely on and you make a valid statement you know I came in today I'm taking a gander at my notes and I'm prepared to discuss this pulak in video with a Proviso that it's still up more
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