GET IN EARLY! I'm Investing In This HUGE AI Chip Breakthrough
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- Опубліковано 28 тра 2024
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#nvidia ( #nvda ) has gained over $1 TRILLION in value since #openai released #chatgpt about a year ago, thanks to their Hopper GPU. Meanwhile, AMD ( #amd stock ) and Intel ( INTC stock ) are scrambling to get their chips into AI data centers. Last week, Jensen Huang revealed NVIDIA's new Blackwell GPU, spelling BIG trouble for AMD and Intel stocks, making NVDA stock the best stock to buy now for the Generative AI era.
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Timestamps for this Nvidia Blackwell deep dive:
00:00 NVDA Stock Will Top the Market
04:16 NVIDIA Blackwell B200 Breakdown
08:18 NVIDIA Blackwell at AI Factory Scales
15:21 My Thoughts on NVDA Stock Post-GTC
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» Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
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Resources & References:
» @NVIDIA GTC March 2024 Keynote with NVIDIA CEO Jensen Huang: • GTC March 2024 Keynote...
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
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Wall St does understand AI or Nvidia but doesnt matter. Dude you are a small fish in the pond, you dont need to understand you just need to invest and follow the trends. There is a reason why year over year the company has grown by 200%.
But who is assembling all these MCM components, is it China?
Nancy Polisi understands Nvidias potential
@@miecraftpeplayer1515 ? What?
I think NVDA is going to retrace to $550 - $650.
I recently read an article about a man who identified AI stocks before the AI boom, highlighting the importance of information and insight. I believe AI is poised to enter a new phase, and I aim to position my $200k investment portfolio to capitalize on significant gains.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in NVDA, AMD, ANSS, and LRCX, my advisor's guidance was invaluable.
People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
How can i reach this person?
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "KRISTIN AMBER LANDIS" I've worked with her for years and highly recommend her. Check if she meets your criteria.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.
Is it just me or is anybody else mind boggled by the fact that 1.4 exaflops is in a single rack cabinet?!? One of the biggest supercomputers is literally 1.2 exaflops. Now they probably achieved this metric by scaling down neural networks to 4 bit floating point, but that just shows how they optimize software to reduce compute time and power to make better neural networks. 25x less power for way more compute... Juggernaut.
It's partially due to the latest TSMC chip making tech, just imagine when we can make chips in 1nm.
@@dfv671Is no one here taking China into account here?
@@GFY11 what do you mean sir?
@@dfv671 I see everyone here thinking that the production of these chips is some foregone conclusion. Could China not blockade Taiwan and put a two year delay on this? US politicians have discussed destroying TSMC plants if China took over the island. Does not seem like many people know this.
@@dfv671 He could mean any number of things I believe. One that NVDA's chips are made in Taiwan by SMCI and that China could invade Taiwan at any point and steal that tech. NVDA is a threat to all countries and corporations because of their advances. The US has banned China from acquiring high end NVDA chips. China is creating their own AI simultaneously, so they potentially could leap ahead with quantum computing and AI. They already have great facial recognition software and are making it better and faster everyday. We'll see.
No, it's not a big threat. The market for AI is so huge that AMD will do just fine. It's amazing how so many continue to underestimate what Lisa Su brings to the table. What she's accomplished at AMD since becoming CEO in 2014 is incredible. And she now has a team of over 25,000 employees, we haven't seen anything yet. IMO she's just getting started.
this guy is so cringe
AMD doesn’t have to catch up to Nvidia to make money. Tons of money.
you're giving Su too much credit. Lisa Su has done a great job at AMD not because she's brilliant. But because AMD was so badly mismanage prior to her being there, that it made her look like a genius after taking over.
@@alexng4 AMD was almost going bankrupt when she took over as CEO and now it's 1.5 times bigger than Intel.
Getting Nvidias scraps? Lol
Great content as always bro, I remember when you first came out, knew u was gone be here to stay, I do miss your OG thumbnails though
1st vid of yours I've seen Great stuff!
One of a few people out there doing quality work, appreciate the good investigation.
Agreed. Bought Mellanox for $7 billion seemed so cheap today. Without its own high-speed high-throughput networking, NVIDIA margin would be much lower.
You bought the company? That’s incredible
You have a great channel man, thanks so much for your time.
Glad you enjoy it!
Connecting two dice into one device was done previously by Apple in its M1 and M2 ultra machines (and soon M3 ultra). This is essentially the same thing. Not to diminish it, but it's not the first. And, DPUs are not "more parallel" than these GPUs. In San Francisco, there are tens of thousands of homes that have Google fiber, 1Gb/s up and down, symmetric. That's 125 MB/s, up and down, or 250 MB/s per connection. If there are 100,000 such homes, that's 25TB/s aggregate bandwidth. If there are 10 such cities--there are far more than that in the West--that's 250 TB/s. So, no, the bandwidth in the system that Jensen talked about does not have "more bandwidth than the Internet." Now, he might have meant something like backbone bandwidth or some other qualification, but that's not what he said.
Nvidia is losing faith and market share in retail consumers slowly, they’re not going to break into mass commercial adoption. Microsoft however is already doing so and working on new stuff and not really talking about it or showing off; Microsoft doesn’t need to lol.
One thing that I found interesting is that Nvidia named their chips after famous mathematicians and physicists. For example, Grace is named after Grace Hopper, who invented the first compiler and coined the term “bug” for a computer error. Hopper is named after William Hopper, who developed the Hopper matrix, a tool for solving linear equations. And Blackwell is named after David Blackwell, who made contributions to game theory, probability theory, and Bayesian statistics. I wonder who they will name their next chip after. Maybe Turing, Ramanujan, or Einstein?
Anyway, great video and keep up the good work! 👍
Turing already used back in 2018
that's awesome
Rieman chip
Dennis Hopper was in Easy Rider. I'm sure its relevant, somehow.....
One day they'll name it after Jensen.
I was part of that Mellanox acquisition. It has paid off handsomely.
Well done - good vid. The mood of the staff working there is also so important for teamwork and success. An independent visit to the works could be revealing. Google is known for its staff friendly approach and the enterprise of their execs too.
Very good point. Happy employees = great business (usually)
AMD and Intel will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move. Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of AI open.
great job Alex, putting it all together for the non professionals- Thank you
Your list of top stocks looks similar to the typical go to tech portfolio. However a few exceptions. First, although overvalued by now, what about the companies supplying all of these server farms? SuperMicro, Dell. Taiwan semi makes Nvidia chips, where's TSM? The AI chip design is also dependent on ASML and Lam Research. Fortinet was a 2023 play for cyber security. Palo Alto is fine, but replace Fortinet with Crowdstrike. Memory ? How do you build server farms without DRAM or storage? Add Micron and Western Digital. Although early keep an eye ARM. Palintir? Oh god! The sleeper AI supposed powerhouse that has more PR that stock stability. This stock cannot get traction and is just a short term option play. Hopefully their military contracts can pan out cause we all need AGI powered automated military weapons, right? not!
thanks for your work great video....
I think in one year
Tesla stock price $ 120
Nvidia $ 2,200
$5-6 trillion market cap in one year? C'mon man!
Keep buying.....So next year NVDA will be worth $6 trillion...
@@Sunil-he8xm Your grandma will need Nvidia GPUs to train her robots to knit for her. Better to get in early before that happens. By then it'll be in the quintillions.
when you read such comment its time to sell.
based on what you think. Makes sense
Hvala!
"Wall Street does not understand NVidia" - this was clearly demonstrated when the stock price basically shuffled sideways instead of exploding to $1500+ after the announcements.
They'll get it when the earnings are reported.
@@mikebuchanan7610 I agree short term, but I do believe stuff like Groq will eventually take over. Long term this bubble will bust and bust hard.
Guys it's a buy opportunity for those that know.
And Jensen is playing 4D chess with their competition. All their competitors are trying to come up with an open source version of software that will break NVDA's monopoly. But Jensen will have their own superior open source version ready and will deploy it AFTER the competition has spent billions developing it. Whoops, foiled again. nVidia is already thinking 10 years ahead now. Everyone else thinks they're going to dethroan NVDA as if they're going to stand still and let it happen.
"Wall Street does not understand NVidia" because they don't even understand the algos flashtrading for them but the profit goes up and thats all that matters.
Yes comparing in terms of times or fractions is easier to picture than just raw data speed.
Great video, thanks for sharing 👍🏽
My three favorite channels: Ticker Symbol: YOU, Stock Brotha, & Everything Money. Love them all! ❤ ❤ ❤
My goodness you watch Everything Money? Stay away.
Great info. Thanks
Glad it was helpful!
your videos are always optimistic. Can you ever do one where you highlight risks potential bubbles
The only risk is the lack of energy sources and violent social unrest but on the first one apparently Microsoft is already building it's small nuclear power plant
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So how I see it, AI industrial boom is inevitable. The only risk is when and who. When is it going to happen and who... which company is going to be leading it? If you get the "when" wrong, you can lose money in the short run, ie. NVidia crashes and burns due to another company taking it's place and you lose all of your money. Or "Who", You bet on NVidia when you should have bet on AMD. Luckily like someone else stated in this video, when this supposed new AI industrial age happens, any company who is competent and doing work to improve hardware for AI will probably earn profits.
In the very long run, maybe a decade or so, when the market cap has reached its peak, then maybe we will start seeing one particular company being outcompeted or taken over by the other. This is just all speculation though.
How I see it, unless these two companies fail to produce the technology, and/or there is government intervention via legislation that bans AI use, the only other possibility is WWIII where humanity ends, in which stocks will no longer matter. So based on this analysis, it is a pretty good investment. Having said that nothing is fail proof. At the end of the day only invest in how much you are willing to lose. That is the ultimate golden strategy that will work 100% of the time.
ehhh he already full ported nvda he has to pamp it
@oluadroit8692 I distinctly remember this channel posting a video in 2022-2023 on how AMD was eating NVDA's lunch, and NVDA went on to 9x in market cap. This channel doesnt have a clue.
Excellent video! Consider buying NVDL which is a 2x leveraged ETF of NVDA. The way this ETF works is that for every percentage NVDA goes up or down, NVDL will move 2x on the upside and downside respectively. NVDL closed at 41.50 on 29-Mar-24 while NVDA closed 903.56.
An etf of a songle company? What?
Great video! Thanks Alex!
My pleasure!
amazing vid man ! i appreciate it
Glad you liked it!
Found you after clicking randomly on a UA-cam suggestion. Liked and subscribed after the first 30 seconds precisely because you're respectful of my time. Good job, keep it up!
Nailed it, Bro !
Hello Alex, I think a video on Cerebras would be very helpful as it looks to IPO second half 2024. Thanks man love all your content
Thanks bro for the reassurance. One thing tho, what about groq and other potential specialized chips that are to come?
How are they going to get the power for all this. Is it at the top now is the?
Amazing video! Thanks Alex
My pleasure! Thanks for watching!
Loving the USSF Shirt on top of an awesome video. Semper Supra
Hey Alex, would you buy a call on NVDA before earnings?
What platforms would you recommend buying stocks? I'm new to this
Would compare LLY and Nvidia then look into your crystal ball for short and long term growth? Thank you
Thank you so much.
Cheers 🍻
great video dude
Thanks for providing the great content as always!
My pleasure!
Can we have a more rounded view ? Competition, markets size, risks etc.
Nvidia has nearly 100% of this market. No competition, size is very big, only risks are associated with TSMC/Taiwan, which is out of anyone's control 🍻
One missile over Taiwan will change everything - this is the risk for many high-end semi companies or those that depend on tsmc, including nvdia. That's why the race to build more fabs outside Taiwan. Nvdia is good only at AI training. AI inference is a bigger market, especially AI at the edge, with many players. Research more.
another great video! well done!
Most of the performance improvements is because they went from an 8bit architecture to a 4bit architecture and also glued 2 chips together. 4 bit architecture will be less accurate for AI training. This may be ok or maybe not.
So overall not much of an improvement (only a few percentage).
You're kind of right, kind of not. The architecture includes some smarts to know WHEN to switch to FP6 or FP4 so it only computes with the precision needed.
Keep bangin' Alex! Thanks for bringing NVIDIA's exploits to my attention, I responded immediately. NVIDIA's scale reminds me of Apocalypse in the X-Men series "I am as far above Mutants as Mutants are above Humans" "I am the Rock on the Stormy Shore... CRASH INTO ME AND BE BROKEN!!!" --Apocalypse
I remember the 486 DX Days of Math Co-Processors, PSPICE Circuitry computations were entered in CLI format and a simple Class A Amplifier simulation took HOURS to compute. Today, creating the circuit is GUI based, intuitive and the simulation will run in a few nanoseconds. Wall St. can't even flowchart a simple Y2K fix. Let "Y" equal Year/ increment Year/ IF "Y" is >< 2000/ Then LET Y = 2000. Such a hoax! I was broke then.. I have "Dry Powder" today.
Awesome Bud! 🥳🥳🥳❤️❤️❤️
Hi all Medium to long term targets? For Nvidia share price
What are your thoughts on Soundhound ai stock?
I will buy the dip. Nvda run so much this year for sure will come down at some point when the market goes bearish.
Thanks captain obvious.
When is the dip?
@@Bluemusic66 I let you know lol
amazon bought a bunch of pico vr headsets and we used them for traning and it was alot faster than their old way of traing its will surely take over
If it even worked, how large would equivalent computing power using vacuum tubes? How much power?
I guess it might be at least a city block and use as much power as a medium sized city.
How’s much chips would they need and how long would they last to buy new
8:50 -Looks like a happy, ¿by design?
We gonna have to pedal really fast to power theses things
Should call them cabinets, instead of racks, the racks slide inside the cabinets.
Hi You I wrote the same thing last week that Nvidia will be the largest company by Mcap by 2025 Christmas. And with AGI already here and Microsoft and OpenAI spending $100 Billion on StarGate Super Computer with a million plus chips in it and there are several of these. So they don't spend that much money without AGI, and now we know that ChatGPT 7 is nearly ready and they have said that has AGI, and i'm not talking about the GPT 5 that's on media, but the GPT 7 version.
EDIT: I thoroughly enjoyed GTC.
My top 3 investments are: Nvda, tsla, crowdstrike…
@Christine_perkins33 believes
GenAI dev here. You're right. Nvidia has years on AMD. They aren't slowing down. It's a new age
Both companies go about things differently, for Nvidia doesn't Open-Source anything... IJS
Question... If someone wants to go in that direction career wise, where do you start?
Great vid 😊
Hopefully we get a stock split!
Chipotle to split and Mercado libre
What will happen when a stock splits?
Nice overview. Own a boatload of NVDIA MSFT and AMAZON already - and it has been amazing - so not adding even more, still I hope you are right. The counter argument is that there are many out there who are trying to copy/best NVIDEA’s hardware advantage. May take time, but not sure the company can lock in their customers like say Apple were able to.
How are you buying nvidia stock. A quick google search shows all sorts of websites to make accounts with and since I never bought stock (did the whole crypto thing tho), I don't want to be dumb and get scammed. What is your process?
A lot of investors just look at graphs and try to predict what the graph will do based on weird graph shape mumbo jumbo. It's like reading star signs and totally disconnected from reality.
Ya, ya ya, but can these DPU's do color graphics?
What do you think of aisp? A good stock or another lcid?
I'll check it out!
Dear Alex , please could you share your knowledge on which apps/trading platforms are the safest yet also easy to use / beginner level. ( into Nvidia ) Thank You . from Australia
Check out Fidelity if you have access to it!
@@TickerSymbolYOU what account would be best to have on there for a beginner?
Thanks!
Thank YOU!
It all comes down to performance and longevity.....
Alex you should look into Astera labs and Soun thanks
Great video as always.
❣️
You can see the limits of scaling this technology right there in front of you: the silicon estate in use shows that this is at the limit.
Yes I admit that Nvidia is doing pretty well. But there is another point, Wall Street is also missing: this company is fabless and totally dependant on TSMC. Intel is not. Keep that in mind.
Unless they buy Intel or buy a 51% stake in Intel
That makes it more attractive. AMD spunoff globalfoundrys for the same reason, no need to expend all that capital. Intels foundry is giving it issues and they can't shrink as fast as TSMC thus dragging their returns
Yes, have u dealt with intel politics . The worst in the world .
Intel with the Gov and the price ain’t going up.
The great content.
Why dont they integrate the two dies bypassing the middle communication chip, making the dies into one single oblong die, the same as the did with the first die?
Right this second Nvidia stock is selling for $897.20 per share. Unfortunately nowadays a lot of people just aren't in a position to throw down $900 for one share, and then be able to sit on it and hope it pays off someday. Unless they have a decent amount of time to start with lower level investments, let the dividends add up, and then use that money to invest in the highend stock shares. That's what I am SLOWLY trying to do. I'm headed in the right direction, but it's definitely a slow process.
great video, thank you!
Glad you liked it!
Nvidia's chip is deflationary. There is a market. When the price of the product decreases the size of the market increases. For example the cost to provide cloud services has decreased. The size of the building and the amount of electricity has decreased. It does not take much of a sales pitch to convince an accountant that these chips are a good investment. But wait there is more. More customers can now afford this product and can grow their business faster. This is the beginning of an investment cycle or upgrade cycle. At one time there was a hand held cel phone, then there was Blackberry and now there is Apple. This is one of those times you don't want to be in 2nd. place.
This is the Wrights Law that Cathy Woods didn't bet heavy on...
The shares are at 903 right now. Invest or not?
@@LuccianoNova Invest... I was questioning it at 800 3 years ago and I bought after it split 4-1... Share adjusted that's 3600. Nvidia now is 2010 Apple.
@@WanderingExistence ok thank you. The response is appreciated.
@@LuccianoNova You're welcome, but don't just take my word. Look at their income statement/ balance sheet/ cash flow statement. Look at their growth and TAM opportunities. As much as I think it's a great investment, ALWAYS do your own research. That's how you gain conviction and don't sell when some downward volatility hits... Which leads to missing out on upward volatility. (Like NVDA going from 330 down to 112 and rocketing to 975) Understand what you're buying ✌️🤟
137tb per second is the amount of data transferred per second on the internet? @12:40
The fact you didn’t hold me until the end of the video was enough for me to hit the Subscribe button and like the video 👍 Awesome channel.
The earnings need to double in the next couple of years in order to justify this valuation. I think it is possible but is it probable? - I am not sure.
But why did they sell denmark the old one to use to build a new supercomputer that is just not Nice.
THANKS
But what do you think about Groq and LPUs? Is Groq going to impact Nvidia's AI chip demand?
Good video!
Great content here. In a world where most investing "gurus" are hyping you are creating useful, informative content based on facts and history. Great job young man.
🙏 I appreciate that, thank you
Great video!
Glad you enjoyed it!
The speeds of these new products sound amazing. But how does it matter when everything else connected to it will bottleneck that speed. Storage devices, wifi, internet speeds. None of those will come close to utilizing those speeds for a long time
Holy shit, I knew it. At this rate we will hit well into hundreds of zettaflops or even hit yottaflops of performance by 2030. As generous as my predictions have been, I think even mine might be too conservative judging by how fast this is scaling up.
Still interested to know how these chips are earning profits for companies, but I guess we'll figure that out later. What are the applications?
ChatGPT, Copilot, Midjourney, Adobe, ... All SaaS products paid by companies worldwide.
How are fast computer chips generating profit in the digital age, when everything runs off computers.. I wonder..
@@OfArgento Yes, I still wonder... You didn't answer or explain the specifics of anything. I'm very surprised since it's so obvious
Your sponsor will be useful for people that invest now in Nvidia!
Pls - what is black wells ticker symbol or vidia ticker symbol
NVDA
The so called analysts don't understand a fundamental law of generative AI - all other things made equal, increasing Scale of compute makes the AI more intelligent and they are needed yesterday for any company that wants to build a leadership LLM. NVidia is giving them the solution and also has an upgrade pathway as Scale continues the go up.
Any company or sovereign country that wants to lead in LLM are compelled to buy NVidia solutions ASAP or be left in the dust by their competitors. A new purchase, in turn, creates stickiness on upgrade paths into the forseeable future. Instead, these talking heads are busy talking about comparing NVidia to CIsco in 1999 bubble, talk of the Osborne Effect, the potential rise of other GPU contenders etc etc.
Where comes all the relevant data for training the systems? How much data is there?
Since you need to feed the training with uncurated knowledge and descontextualizad in some spaces of expertise don’t expect anytime soon something similar to an AGI to develop a certain statistical intuition without embodiment and direct experience
@@Edmund_Mallory_Hardgrove oh joy, more control....yay...
"Get in early" - OK, wheres the time machine to travel back 25 years?
It would be fascinating if the US government had this similar tech decades ago but now the consumer market is just catching up.
How much of their stock do you own? Seems like a lot of your investment is riding on this
potentially but right now i am just day trading it, cant hold to it, too unsure
This will not doubt come across as an amateur hour question, but I purchased Nvidia stock at $41 / share. How can I now justify buying more of it at 21.5 x that price? I can't do it! Great video as usual.
So what exactly is our Super computer powered with?
How nice he has the Trecker logo well well well as if if
Wall-Street don't understand it? have you seen the stock?
You’ve been to a conference, sure… but meetings with Microsoft platform staff that work at the global scale holds more value and they’re getting their stomping boots out and lacing them up.
They’re already starting to take more and more market share in government fleet and international corporation contracts which flows to retail.
“Continue to drive down energy and cost to scale”, the current gpu’s they sell use way too much power and cost far too much for the output.