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David we will receive a few of price Target upgrades on viia the following week you receive this report David and opco goes to 175 I am aware that you are interested in the asteris journal asteris announcement that in the first half of next year they will introduce chips specifically designed for humanoid robots yes Jim you totally ignored it yesterday and it might have been the appropriate thing to do but I'm still focused on the fact that these big language models might not be developing as rapidly as their developers had hoped I believe that many people share my concern Jim I'm not sure why you're using your phone there I am currently reading the study on Indonesia's Tech leaders David Jensen's address at Nvidia in Indonesia last night was excellent you must read it they are discussing the necessity of spending a lot of money in Indonesia for the state-owned firm which they want to do in order to expand on Blackwell after the Indonesian project was a tremendous success I'm gazing at images of my wife and the fruit she sent me from Paris but you could believe I'm looking at my phone no you're not referring to Indonesia a day which I am you're talking to Ben Affleck I don't know why how is he doing what did he do most recently you discuss asterisk the town asterisk that's what I discuss his performance is excellent asterisk the town asterisk was an excellent film he is currently filming another one in Bayon New Jersey yes another for Ben it sounded like a really intriguing idea I'll do my best yes he is doing great you're correct I should really be thinking of the movie asterisk the accountant asterisk which I really like and which incidentally had Bernal your favorite when I hear Jensen claim that artificial intelligence will democratize technology as the great equalizer listen though are they truly running out of data as you've mentioned numerous times Nvidia offers yet another genuine chance to get a great deal more information however what about the big language models it's worth seeing yesterday I met riss Ben Reus your friend you seem to love his things don't you he is in fact my friend he was curious as to why I wasn't at your event yes many people were curious as to why you did not attend our event Jim that was asteris delivering Alpha asteris from CNBC not me no I wasn't David that sort of inside baseball we don't usually go there I wish you had been there though David for you man everyone wanted to know where I was that's all I have then where is Jim I allows you to be in two locations at once David I do believe that we need to pay attention to the possibility that kids might not have enough to practice on remember what Zuckerberg stated on his conference call he stated that met I would be the best since he has training data he has access to the belongings of almost three and a half billion individuals additionally I would want to let you know that when you Google that is when you attempt to obtain something from chat PT or Claude you will immediately see an examination of say Disney and a don't think about it well you know what they don't they will tell you I was looking at the conference call when I received one yesterday that stated they don't report until November 17 they're far too mistaken they're far too mistaken they must therefore do it correctly I am aware not even the newest and best are available there Reuben is not with them you must have Reuben they do that's what I say all the time when you need Reuben where is he zingerman is necessary no David you must follow Jensen's charm offensive country after country country after country podcast after podcast podcast he is simultaneously everywhere in the same way that Andrew sorin and I made our own avatars yesterday for asterisk delivering Alpha asterisk and then sort of presented them perhaps he is also an avatar listen to this hi it's me Andrew my name is David don't call me Dave though well said additionally don't ever call me Dave point taken thus we are now avatars the I version of myself is nearly as good as the squawkbox version let's face it though squawkbox me is far superior to squawkbox you for squawk those were the Heyday even your avatar is ruthless David they came entirely from a computer that was we did go and have our head movements voice and pictures taken but that wasn't who we were guys it's the future or more accurately the present and that wasn't video you can see that it's coming incredibly close but it still doesn't entirely capture all human emotions in the way you speak and inflect but David if you were in charge of a dictatorship with say 1.4 billion people just throwing it out there and you wanted to be able to lock people up couldn't you just make them say something critical of whatever government they might be in then say Hey listen I'm sorry and throw away the key can't you do that really that's frightening Jim but I hadn't considered it however it is conceivable in terms of investment and impact I believe that the field of artificial intelligence and the Paradigm are still in their infancy the benefits and productivity gains will become apparent over time we are still in the early stages of investing and that includes all of the buildup when it comes to Data Center infrastructure buildout or the power required to support artificial intelligence initiatives Capital expenditures kacs are still in their infancy and in my opinion this has a long multi-year or even multi- deade potential to affect investment and productivity therefore I don't believe that we will be reaching our investment cap any time soon these remarks follow several recent reports from companies like openai Google and anthropic that raise doubts about whether or not the capabilities of generative AI are PL toing even so a few hours ago Sam Alman tweeted quote there is no wall all he said was that and we can only speculate as to what he meant but this might be it isn't it despite some worries to the contrary I suppose The Invention is moving forward at full speed I believe the Andre and horo what's podcast featured them Nvidia is back up it is increased by 1.6% I don't know if Ander was saying to stay long Nvidia or anything else this was also discussed with Nelson pelts because as you may know he makes investments in more traditional consumer businesses we spent a lot of time discussing Unilever in particular and he offered an intriguing comparison to other businesses that have been little more than shells that have failed to make effective use of Technology he therefore examines companies like Dov soap which are always in demand and how they are leveraging this generation to drive marketing and generate efficiency and productivity thus it truly serves as an analytical tool for All In investors even those who are investing in stocks that aren't related to chips just yet that's right naturally Andrew and David then displayed their Avers demonstrating what is now feasible in a year who knows what will happen in relation to Nvidia next week we will receive our earnings I received three intriguing stock calls today opco travels to 175 rayi visits 170 I would say that Dori is the lone net skeptic they hold on to 115 they contend that this quarter sales upside could not be as strong as it has been in previous quarters over the past five quarters the average revenue beat has been $2 billion although it has been a successful run the bar for earnings expectations has been raised let's check the Nvidia stock this morning Piper Sandler rates the company as an overweight with a price objective of 175 and calls it a toplarge cap choice that is is a mustone due to the ramp up of its Blackwell chip today's pricing is $148.7 guys you brought up a few of the hyperscalers Nvidia a few positive remarks this melis note is quite intriguing and Piper makes it a Top Choice this goes to 185 according to Ben he claims that our excitement for Blackwell has increased even further according to Ben abandoning Nvidia with hopper that is the present cycle is akin to abandoning Apple following the release of the iPhone 1 or two additionally David they have some new estimates on hyperscaler kacs their figure is 282 282 billion a billion for how long year after year with Oracle Amazon and meta included it would be increasing 24% year-over-year I'm not certain
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