Not sure how things are going to shake out after hours today, but long-term Nvidia seems to have a bright future. Looks like they are going to get into the datacenter business directly. That's an interesting concept.
Where would a small business looking scale a regional market to a national/global start? Without being obsolete in a yr or two? Maybe something scalable next 3yrs?
@@dixierodman7815so, you don’t know what it is but you will still buy? It is dumb scamming! Although you corrected in the next set of replies, you still remain an ignorant scammer.
Never trust companies new functions and efficencies before its been proven and reviewed by third parties. ALL tech companies hype up their product before sale. Just be aware.
I think you’ve gone a little above and beyond here. It’s good to see the real hardware. No matter what happens with tonight’s earnings, when I look at Nvidia with a conservative eye, I still believe that the technology Nvidia is releasing and the various AI modes that are being created are game changers for so many industries and there’s no going back.
Grace Brewster Murray Hopper, a pioneering computer scientist and naval officer received her master's degree and Ph.D. in mathematics from Yale. The naming of Nvidia's CPU and GPU architectures after Grace Hopper is a significant recognition of her contributions to the field of computing, continuing her legacy in modern technology development.
Dion Harris, I am so proud of you. You did an exceptional job explaining details of how everything works and answering every question I could follow along very easily. You're a great asset to Nvidia. Keep up the great work.
Alex, your show on Blackwell made me think NVDA’s earnings yesterday were not that crucial. The infrastructure of this superchip has no rival. When I watched your work on this it communicated to me that talking about AI as a bubble reveals fundamental ignorance of the technology. Thank you for your work.
Wow...I don't have an engineering degree. But I was able to follow along and get informed. My mind is blown and Dion explained it so well that a layman like myself can understand. I am so glad I am invested in NVDA stock.
The fact that Nvidia is building its own data centre is interesting. This would make Nvidia more of a service company. More information on this would be interesting.
Great video. Long term, NVIDIA will be a winner. But that is not relevant for the reaction to the results this evening! So enjoy the ride if it’s better than expected and if it’s disappointing then DCA.
The way all of this is going we definitely need small nuclear power generators to be able to power these data centers. Jensen alluded to the issue in one of his recent presentations very short sentence that the whole Data Center Eco system is going to depend on power availability. We will get to full available scale very quickly with the poor electrical infrastructure in place currently. So there is going to have to be a complete paradigm shift in power generation and utilization both in efficiency and placement for industry utilization. Wind and solar power can cover some general societal needs but it will not come close to covering data center requirements
Good content. Keep it up. What struck me was how excited you were over "20 petaFLOPs of AI performance" in the chips. Reminded me of how impressed I was when I got one of my first Macs (llsi in 1990 or so) with a 40 MB hard drive. In 20-30 years, we'll probably have Blackwell-level power in our standard appliances like washer/driers, ovens, freezers, etc.
That was an awesome presentation provided by Dion and shows how forward thinking this company is. This digital architecture conversation is well beyond my level of understanding but I see value in NVDA’s efforts in retaining its dominance for years to come.
Alex, mate, this is really mind blowing. Thanks so much for this video. Love the enthusiasm from you and the guy who took the time to present to us. Great stuff.
Interesting looking at the connection points I can see where the new designs that Poet has come up with will be integral in the new design systems coming up. Power efficiency is going to be huge megastructures.
Yes my friend it is mind blowing especially at the speed they manage to improve and deliver , we shall not doubt NVidia but we should doubt the customers buying from NVidia. As a programmer I can say that chatgpt saves me days of work. Not sure whether AI can be so effective in the other fields.
Thank you for your effort in providing great NVDA content. This helps a lot of us understands more and is one of my favorite videos. From Harris, to every part of the Blackwell architecture/platform.
The hardware behind the AI boom is truly fascinating, I got no doubt that NVIDIA knows what they are doing and I got NVIDIA shares too, but I'm somewhat concerned if there are enough business cases for AI that would drive the need for all these AI solutions. I think the market is still looking for what is a profitable service or solution that would take advantages of this. I think if AI models that can be used for research would become reliable at this work, that would bring also further boost to the market, but not everything can be a LLM. If we wanna look at what a company's business model and product/service is, NVIDIA definitely got the right stuff. But who is buying it if LLMs reach their hype lifecycle?
If there are problems in accounting , they are probably just the result of sloppiness and incompetence. Once it gets resolved, this company is going to rocket.
@hailandfire1822 That's what I think too. I got 50 shares for now at $404. If it dips to $350 I'll double them, if it goes up over $500 I'll collect profits
Huge is the Problem with Nvidia's AI Chips. They're chips are in fact Huge! This is where AMD has a clear advantage with their Chiplet designs especially when scaling goes below 2nm.
13000 views.. Wonder how many people understood more than 5% of what they're saying.. My takeaway was: ...they can connect lots of blackwells (faster GPUs) in one super computer for training. oh and multiracks...
Everyone has been questioning whether or not Nvidia's AI chips could be displaced by in-house solutions built by its customers i.e. Amazon and Google. ...but what if Nvidia could build its own data centers easier than Amazon and Google could build their own AI chips.
So maybe I need to go back to school or let the robots do all the work? Does this mean we can all just hang out and socialize and party? I’m a bit confused. 😂 The implications!!?? Wow 🤩
I get the vibe of a miss in the near future. To many people seem to be attempting to justify nvidias price point. Blackwell sales were supposed to be in by this Q
Well that's great! Now tell Jerksen to quit selling his stock before the earnings call. If he needed money, why didn't he get it after the last quarter.
I hope this helps investors understand more about Nvidia's Blackwell architecture ahead of earnings!
Not sure how things are going to shake out after hours today, but long-term Nvidia seems to have a bright future. Looks like they are going to get into the datacenter business directly. That's an interesting concept.
I didn’t need the confirmation, but this is absolutely confirmation that NVDA is king and by miles.
Where would a small business looking scale a regional market to a national/global start? Without being obsolete in a yr or two? Maybe something scalable next 3yrs?
@@dixierodman7815so, you don’t know what it is but you will still buy? It is dumb scamming! Although you corrected in the next set of replies, you still remain an ignorant scammer.
Never trust companies new functions and efficencies before its been proven and reviewed by third parties. ALL tech companies hype up their product before sale. Just be aware.
I think you’ve gone a little above and beyond here. It’s good to see the real hardware. No matter what happens with tonight’s earnings, when I look at Nvidia with a conservative eye, I still believe that the technology Nvidia is releasing and the various AI modes that are being created are game changers for so many industries and there’s no going back.
Grace Brewster Murray Hopper, a pioneering computer scientist and naval officer received her master's degree and Ph.D. in mathematics from Yale. The naming of Nvidia's CPU and GPU architectures after Grace Hopper is a significant recognition of her contributions to the field of computing, continuing her legacy in modern technology development.
Dion Harris, I am so proud of you. You did an exceptional job explaining details of how everything works and answering every question I could follow along very easily. You're a great asset to Nvidia. Keep up the great work.
Alex, your show on Blackwell made me think NVDA’s earnings yesterday were not that crucial. The infrastructure of this superchip has no rival. When I watched your work on this it communicated to me that talking about AI as a bubble reveals fundamental ignorance of the technology. Thank you for your work.
Wow...I don't have an engineering degree. But I was able to follow along and get informed. My mind is blown and Dion explained it so well that a layman like myself can understand. I am so glad I am invested in NVDA stock.
Thanks for all your hard work Alex. You have brought a lot of value to the YT platform.
The fact that Nvidia is building its own data centre is interesting. This would make Nvidia more of a service company. More information on this would be interesting.
I’ve got 231 shares so far. Fairly happy with that. 🚀
I have 20 😭😂 it's 20% of my positions though. I'm just small a monies man lol
6.8 yeah lol
i’ve got 5 i’m thinking abt buying a couple more
I have 490 , Let's go!
Pre or post split?
The backward compatibility is amazing
Great video. Long term, NVIDIA will be a winner. But that is not relevant for the reaction to the results this evening! So enjoy the ride if it’s better than expected and if it’s disappointing then DCA.
The way all of this is going we definitely need small nuclear power generators to be able to power these data centers. Jensen alluded to the issue in one of his recent presentations very short sentence that the whole Data Center Eco system is going to depend on power availability. We will get to full available scale very quickly with the poor electrical infrastructure in place currently. So there is going to have to be a complete paradigm shift in power generation and utilization both in efficiency and placement for industry utilization. Wind and solar power can cover some general societal needs but it will not come close to covering data center requirements
We also need nuclear to bolster renewables, can’t just rely on batteries to power the nations base load
Thank you for allowing us to see how everything works, you know the saying “Know what your are buying” I see security walking around in the back too ❤
Good content. Keep it up. What struck me was how excited you were over "20 petaFLOPs of AI performance" in the chips. Reminded me of how impressed I was when I got one of my first Macs (llsi in 1990 or so) with a 40 MB hard drive. In 20-30 years, we'll probably have Blackwell-level power in our standard appliances like washer/driers, ovens, freezers, etc.
Sounds funny but probably true.
Didn’t we go to the moon with the computing power of a modern graphing calculator?
That was an awesome presentation provided by Dion and shows how forward thinking this company is. This digital architecture conversation is well beyond my level of understanding but I see value in NVDA’s efforts in retaining its dominance for years to come.
Wow, just WOW!! Fascinating information. Thank you!
Glad you found it valuable!
Thanks for putting this video together! Great channel!
Wow! Thank you Alex for sharing Nvidia's tour and interview with us. 😊
Any time!
market tanking the share despite earnings beat and forward guidance beat… i’m dip buying tomorrow. i just wonder if this is a fake out after earnings…
Alex, mate, this is really mind blowing. Thanks so much for this video. Love the enthusiasm from you and the guy who took the time to present to us. Great stuff.
NVIDIA beat earnings by a mile .. and the after market price is 6% LOWER at 8pm !!!!
WOW
Time to buy first thing tomorrow morning
Interesting looking at the connection points I can see where the new designs that Poet has come up with will be integral in the new design systems coming up. Power efficiency is going to be huge megastructures.
Very insightful. Can't wrap my head around the scale, and how big it is. Nice job!
Yes my friend it is mind blowing especially at the speed they manage to improve and deliver , we shall not doubt NVidia but we should doubt the customers buying from NVidia. As a programmer I can say that chatgpt saves me days of work. Not sure whether AI can be so effective in the other fields.
Absolutely fantastic show!
This is just a great video, great channel, thanks a lot Alex! You're the MVP
Super cool content on this video. Thank you.
It’s scary how one company will determine if go up 🚀 or down today ⤵️ Goodluck NVDA investors! WE RIDE AT DAWN‼️🐎🏇
Thank you for your effort in providing great NVDA content. This helps a lot of us understands more and is one of my favorite videos. From Harris, to every part of the Blackwell architecture/platform.
Great Video as always Alex! Thanks for doing this. Do you know how they’re connecting the fiber to the board? POET maybe???
I like it for beyond compute 🎉❤
Every home should have one of these... Serriously, after playing with Llama3 and smaller 8b models on my 3090RTX, I want one of these in my home!
Great video! Thoughts on Hindenburg's report on SMCI?
SMCI has to run a tighter ship to keep the Hindenburg away!
This isn’t their first run in with sloppy accounting practices.
😃
Thanks a lot. Very informative.
out there with 2500 shares. waiting for the wind to turn... thanks for the great job Alex
Good stuff! Thanks for sharing your knowledge!
❤❤❤Great content! Much needed
Glad you liked it!!
Another quality content ❤
Great vid Alex, thanks for
My pleasure!
My guy Dion. H200 is available. Blackwell is on the way. Rubin is up next. 😎💚
Hi, great interview and video 😊❤🎉...let's go Nvidia 🚀 🚀 🚀 🚀
Excellent conversation.
Thanks Alex! Looking to buy the dip for sure.
This was an awesome overview! Thanks for bringing it to us!
I realllyy enjoyed this! thank youU~
Glad you enjoyed it!
Very cool. I would really like to understand how these ridculous speeds (terrabytes per second) are calculated. Thanks for the video.
Why does this guy remind me of the computer engineer from Terminator 2?
That is a great observation. I loved that movie.
@@ari_is_faded8611 I was thinking the exact same thing
Thank you Alex.
Alex, have you delved into the wafer scale AI chip from Cerebras Systems? Would be interesting to hear your perspective.
The hardware behind the AI boom is truly fascinating, I got no doubt that NVIDIA knows what they are doing and I got NVIDIA shares too, but I'm somewhat concerned if there are enough business cases for AI that would drive the need for all these AI solutions. I think the market is still looking for what is a profitable service or solution that would take advantages of this. I think if AI models that can be used for research would become reliable at this work, that would bring also further boost to the market, but not everything can be a LLM. If we wanna look at what a company's business model and product/service is, NVIDIA definitely got the right stuff. But who is buying it if LLMs reach their hype lifecycle?
Soooo layman here, how many times better is this over the previous hardware?
Awesome video ! Thx for sharing.
Party On Bud! 🥳✌️
Thank you so much for this video. You are a godsend!!!
Hi. SCMI at around $400. Worth it?
Buy few shares for the long run.. If NVDA has outstanding results, SMCI move to $500.
@@STOCKmarket-fo1fh
I got 20 shares and put a limit on another 30 shares
If there are problems in accounting , they are probably just the result of sloppiness and incompetence. Once it gets resolved, this company is going to rocket.
@hailandfire1822
That's what I think too. I got 50 shares for now at $404. If it dips to $350 I'll double them, if it goes up over $500 I'll collect profits
Huge is the Problem with Nvidia's AI Chips. They're chips are in fact Huge! This is where AMD has a clear advantage with their Chiplet designs especially when scaling goes below 2nm.
We found Miles Dyson
Jusr Awesome! Thanks for this one.
Glad you like it!
What do you think about SMCI after their short report and not being able to release their 10-K in time? Why the hell would they fail to do it?
How can anyone readily compete against that today and in the future?
Maybe Google should buy some NVDA chips and use the AI to weed out the BS crypto spam bots on UA-cam
Very insightful
Please how can I invest in NVDA stock?
I would like to have a dollar for every acronym used. great video. thanks !!
Haha me too 😵💫
This guy reminds me of the engineer who invented the chip for Skynet in Terminator 2
Hope NVDA exceeds earnings today after hours.
Thank you so much
Amazing 😃😃
He said the cable was copper. Wouldn't fiber optic be better?
TY
13000 views..
Wonder how many people understood more than 5% of what they're saying..
My takeaway was: ...they can connect lots of blackwells (faster GPUs) in one super computer for training.
oh and multiracks...
Everyone has been questioning whether or not Nvidia's AI chips could be displaced by in-house solutions built by its customers i.e. Amazon and Google. ...but what if Nvidia could build its own data centers easier than Amazon and Google could build their own AI chips.
Someone should think on how to leverage and cultivate the heat and turn into something useful.
You are awesome !
So are YOU!
Bro looked like he was ready to square up at any moment 😭
So maybe I need to go back to school or let the robots do all the work? Does this mean we can all just hang out and socialize and party? I’m a bit confused. 😂 The implications!!?? Wow 🤩
how bad is the blackwell delay
thanks
I get the vibe of a miss in the near future. To many people seem to be attempting to justify nvidias price point. Blackwell sales were supposed to be in by this Q
nvidia soaring after close market, jensen huang is too smart.
Why copper? Why not Fiber optics?
That's my uncle
Will it play Crysis?
Nice.
Well that's great! Now tell Jerksen to quit selling his stock before the earnings call. If he needed money, why didn't he get it after the last quarter.
you have many things that change everything.
That is the focus of my channel, yes
Didn't you just say you were selling Nvidia a few weeks ago?
But can it run Crysis?
The entire Internet is 30TB?
per second
We re going to look at this board in 20 years and feel silly as the sizes will probably be 1/10 of this.
I didn't even realize that guy was a robot until the very end. They are getting so lifelike.
Whoa 🙅🏿♂️🔥
What about AMD
This chip is way too big for scaling. Hope it works for Nvidia. It will be obsolete in 2 years
👍🏻
Air is worth nothing. As long as no GPU floods the market, it's worth nothing.
Sounds like 🤑🤑🤑🤑
Donate for a Dream
can it run DOOM?
We are too stupid for this
🤯🤯🤯🤯🤯🤯