저자: DanIves · 외국인
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엔비디아 2분기 실적 발표를 앞두고 Dan Ives는 AI 수요가 Blackwell 포함 향후 6개월 이상 지속되며 엔비디아 주가가 강세를 이어갈 것이라고 주장. 실적 상회(주당 0.68달러 vs 예상 0.64달러, 매출 30.4억 달러 vs 28.7억 달러 — 자막상 수치는 원문 기준)와 500억 달러 자사주 매입을 근거로 제시. 오픈AI 1000억 달러 밸류 펀딩 소식과 Salesforce 등 소프트웨어 기업의 AI 수혜 기대도 언급. 실적 이후 Blackwell 지연 우려와 성장률 둔화 질문이 나오나 확답은 없음.
다듬은 글
this bull market will increase the value of Nvidia by a minimum of tenfold just after the PT Nvidia shares experienced a decline in anticipation of the company's Q2 earnings report Dan IES of wedbush my subsequent guest regards it as the most significant earnings reported the year for the stock market you will be joining us at Post 9 it is unlikely that a significant number of individuals would concur I mean it is undoubtedly significant the most critical aspect you should be monitoring his the true nature of the matter specifically the demand that Jensen The Godfather of AI discusses this is due to the fact that nvidia's perspective regarding AI chips is unparalleled therefore I believe that the issue is not solely related to the October quarter rather it pertains to the subsequent six-month call however we have discussed every aspect of the Asia supply chain that we have observed I believe that the performance tonight will be a drop to Mech what are your thoughts on the potential Blackwell delays and the need for greater Clarity regarding their nature because we are already aware that demand is high when you state you will hear from him on demand correct we are aware that the hyperscalers have communicated with us we are aware that revenues from Capital expenditures have increased by 40 to 50% over the course of a year what about Blackwell I do not consider that to be the case even if we are discussing a period of two 2 or 3 months or anything that is outside of the actual October quarter if we examine it from a capex perspective and consider Blackwell could you provide a guideline of 1 to 2 billion with a delay in terms of the trajectory I mean you're going to begin searching ultimately it would be $5 $6 in earnings power from video when you consider the next year I believe that the most critical aspect is that you possess the components of the Rubik's Cube the CX players that we have observed from Big Tech are the ones you have you have names such as palor and service now among others however as the Godfather of AI addresses the audience tonight this is the concluding element that demonstrates that the AI party we have discussed is open from 9:00 p.m.
to 4:00 A.M Kate Rooney has some news to share with us regarding openet which is related to AI Kate greetings Scott I have been informed by a source that open ey is in the process of raising additional funding this initiative will be spearheaded by Thrive Capital it approximates the valuation of the AI startup at approximately $100 billion open ey and Thrive declined to provide a response as indicated by this Source however a source with knowledge of the situation has informed me that thrive intends to contribute $1 billion the Wall Street joural was the first to report this and it also provides additional information Microsoft is also anticipated to contribute additional funding and this would be the largest round since the partnership between openai and Microsoft in January 2023 around $1 billion was invested by Microsoft yes there has been a spending arms race in Silicon Valley the cost of operating one of these extensive language models is substantial they are genuinely accumulating a war chest in this location so $100 billion is an enormous sum Scott it places it in close proximity to companies such as stripe and SpaceX which are among the most highly valued in Silicon Valley however the most recent development in the AI arms race I will return to you yes Kate Rooney I am grateful for your assistance a report that is delivered promptly it is evident that Dan is sitting next to me would you like to provide any commentary on this matter I mean we have a trillion dollars of capex for AI that is coming in the future you exam in the position of open ey I believe that this is only the beginning as it is The Golden Child of AI we discuss valuations that are on the rise it is a scarcity value similar to that of Nvidia the private side of open a nadela and Redmond Is What You observe and you essentially emerge victorious in this competition I am referring to the potential for a more comprehensive view of Mega Cap Technology as a result of the results that Nvidia May provide I anticipate a bullet outcome I am of the opinion that this marks the beginning of a tech rally that will continue into the end of the year with big cap as the leader as we' have previously discussed in relation to the iPhone the AI Revolution is imminent in Cupertino this is the beginning we are of the opinion that the issue is not solely about the NASDAQ 20,000 big Cap Technology is the subject this is merely the commencement of the subsequent phase of the bull market and I believe it will commence tonight I understand that you were optimistic it appears that you anticipate the commencement of an AI era from benof Mark benof and the company as reflected in your nubson what has been the issue and what is the reason for your current optimism certainly it commences with our multiplier I mean we believe that the cost of an Nvidia chip is multiplied by $8 to $10 in the rest of the technology sector for every dollar spent you examine Salesforce and Benny off is assume their position they have yet to reap the rewards however we anticipate that they will do so within the next 6 9 or 12 months this will provide them with a substantial Tailwind from a crossout perspective I anticipate a slight Rebound in the quarter when considering their install base however I believe that this is a brand that is at the Inception of a growth Renaissance this is the entirety of the information we have obtained from our checks regarding the install base it is identical to the information we have observed in mcdermit and service now as well as Oracle Ben off and Salesforce will be the next to be reached despite the current challenges I am currently reviewing the work of an additional Analyst at Oppenheimer who reports that his field checks were slightly negative regarding salesforce's business activity and operating environment we don't anticipate estimates to change materially after the earnings update simply Express a fundamental disagreement with one perspective in contrast to your own yes Salesforce has been the subject of significant skepticism dating back to Elliott's activism there were numerous individuals who believe that the stock would be significantly lower than it is currently I anticipate that this quarter will not generate any significant fireworks however salesforce's narrative is not contingent upon this quarter the focus is on the direction of this in the next 6 to9 months and I am of the opinion that there is a stock that has the potential to in increase by 30 to 40% I am aware however why is it not receiving any recognition as the market anticipates 6 months in advance historically the AI deliverables that we anticipate will occur are credited to all of these other companies why is this one not included it is an excellent inquiry I like the street Miss palor Oracle appears to have been overlooked by numerous individuals Salesforce is likely to be missed by them Nvidia has reported its second quar earnings the bottom line was exceeded by 68 cents which was higher than the estimate of 64 Revenue was $ 3.04 billion which exceeded the Wall Street consensus of $ 2.87m man remains strong and the anticipation for Blackwell is incredible he claims that Nvidia has achieved record revenues as a result of the Full Throttle operation of global data centers to modernize the entire Computing stack he continues to assert that Blackwell samples are being dispatched to our customers and partners Spectrum X ethernet for AI and VII enterprise software are two new product categories that have achieved substantial scale another data point to consider is nidia's announcement of a $50 billion share repurchase we are currently observing the stock in this location increase significantly over time John we will provide you with the necessary information in a matter of seconds all right we will await the guide it appears to be slightly above slightly above expectations Nicole what are your plans for the item if you believe you missed the significant relocation yearnings beats are becoming increasingly narrow I believe that is precisely what I was observing as the market attempted to process currently the street is less enthusiastic about the direction we are headed in as the earnings beats are becoming increasingly narrow therefore I believe that the subsequent phase will be the adoption of the technology by Finance Healthcare and consumers as we have already begun to hear from Walmart until there is greater Clarity regarding the movement beyond the hyperscalers therefore I believe that the more we learn about Blackwell the stacks capabilities the demand for the stack and these higher margin products the more we will understand them this next Generation next wave technology is what propels US forward therefore I would would not argue that this is not an entry point as we are of the opinion that we have been long-term customers of Nvidia for over 18 months in the same vein Paul the fact that your Revenue increased by 152% year-over-year or more importantly by 122% year-over-year represents another quarter of more than doubling I mean it tripled in the most recent quarter so it does indicate a Slowdown in the rate of growth I am curious as to how much this is influencing the stock given that we are currently down 4% despite the rapid movements that are visible on your screen yes I believe that we previously discuss the need for them to exceed
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