Day Gain | ||
Gain | ||
Market Val | ||
Costs | ||
Cash | ||
Portfolio | ||
Realized | ||
Dividend |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-08-28 | 2024-07 | 0.64 | 0.68 | 0.04 | 6.25% |
2024-05-22 | 2024-04 | 0.55 | 0.61 | 0.06 | 10.91% |
2024-02-21 | 2024-01 | 0.46 | 0.52 | 0.06 | 13.04% |
2023-11-21 | 2023-10 | 0.34 | 0.4 | 0.06 | 17.65% |
2023-08-23 | 2023-07 | 0.21 | 0.27 | 0.06 | 28.57% |
2023-05-24 | 2023-04 | 0.09 | 0.11 | 0.02 | 22.22% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2024-06-03 | Mizuho | Upgrade | Buy | Buy |
2024-05-22 | Wolfe Research | Upgrade | Outperform | Outperform |
2024-05-22 | Goldman Sachs | Upgrade | Buy | Buy |
2024-05-22 | Needham | Upgrade | Buy | Buy |
2024-05-22 | B of A Securities | Upgrade | Buy | Buy |
2024-05-22 | Evercore ISI Group | Upgrade | Outperform | Outperform |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-06-26 | BURGESS ROBERT KENNETH | Director | 304.37K | Stock Award(Grant) |
2024-06-26 | COXE TENCH C | Director | 36.58M | Stock Award(Grant) |
2024-06-26 | DRELL PERSIS S | Director | 279.83K | Stock Award(Grant) |
2024-09-12 | HUANG JEN-HSUN | Chief Executive Officer | 861.02M | Sale |
2024-06-26 | HUDSON BEACH DAWN E | Director | 457.09K | Stock Award(Grant) |
2024-06-26 | JONES HARVEY C JR. | Director | 7.50M | Stock Award(Grant) |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2024-03-30 | Vanguard Group Inc | 2.13B | 192.76B | 86.72% |
2024-03-30 | Blackrock Inc. | 1.82B | 164.66B | 74.08% |
2024-03-30 | FMR, LLC | 1.15B | 104.00B | 46.79% |
2024-03-30 | State Street Corporation | 904.89M | 81.76B | 36.78% |
2024-03-30 | Geode Capital Management, LLC | 524.94M | 47.43B | 21.34% |
2024-03-30 | Price (T.Rowe) Associates Inc | 461.50M | 41.70B | 18.76% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2024-03-30 | Vanguard Total Stock Market Index Fund | 746.56M | 67.46B | 30.35% |
2024-03-30 | Vanguard 500 Index Fund | 622.45M | 56.24B | 25.30% |
2024-04-29 | Fidelity 500 Index Fund | 299.16M | 25.85B | 12.16% |
2024-04-29 | SPDR S&P 500 ETF Trust | 292.23M | 25.25B | 11.88% |
2024-04-29 | iShares Core S&P 500 ETF | 254.37M | 21.98B | 10.34% |
2024-03-30 | Vanguard Growth Index Fund | 222.70M | 20.12B | 9.05% |
Dividend | Date |
---|---|
0.01 | 2024-09-12 |
0.01 | 2024-06-11 |
0.04 | 2024-05-29 |
0.4 | 2024-03-05 |
0.4 | 2023-12-05 |
0.4 | 2023-09-06 |
Split | Date |
---|---|
10 : 1 | 2024-06-10 |
4 : 1 | 2021-07-20 |
1.5 : 1 | 2007-09-11 |
2 : 1 | 2006-04-07 |
2 : 1 | 2001-09-17 |
2 : 1 | 2001-09-12 |
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Iโm voting for Trump
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lol sell before the burst might as well be sell all the semiconductors. Ya right that news is whacked made me laugh
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yup. We flying tomorrow
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Mooning
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$NVDA 200 Billion in data center next year
By Tae Kim | Wednesday, July 10
Blackwell Ramp. Earlier this year, Andrej Karpathy, Teslaโs former director of AI and an OpenAI co-founder, posted on social media that โmoney canโt buy happiness.โ But Nvidiaโs AI chips? They're a different story.
By now, most everyone knows about Nvidiaโs H100 AI graphics processing unit. Itโs become the hottest commodity in technology. The GPU drove the companyโs data center sales in the latest quarter to $22.6 billion from $4.3 billion a year earlier. And that came despite sales shortages for most of the past year.
As groundbreaking as the H100 was, the latest indications and checks from Wall Street suggest Nvidiaโs updated GPUsโbased on the companyโs new Blackwell architectureโare going to make AI scientists even happier and drive another considerable step up in Nvidiaโs sales.
In March, Nvidia CEO Jensen Huang painted a bright outlook for the new chip that has 208 billion transistors and cost the company $10 billion to develop. โBlackwell will be the most successful product launch in our history,โ he said during a keynote address at the GTC developers conference in San Jose.
At the conference, he revealed an alphabet soup of Blackwell products, including the B100, B200, GB200 Superchip, HGX B200 server board, and GB200 NVL72 server rack system. That lineup is expected to be released on a staggered schedule this year.
But the star is the GB200 NVL72 AI server system. The NVL72 stitches together 36 GB200 Superchips, with each GB200 connecting two Blackwell GPUs to an Nvidia Grace CPU so that they can work more efficiently together. This means each NVL72 system has 72 Blackwell GPUs all linked together for an unprecedented density of computing power.
It also means the price for Nvidiaโs highest-end AI server system is rising. Last year, Nvidia priced a two-system package of 16 H100 GPUs at $400,000. According to KeyBanc, the GB200 NVL72 is likely to cost $3.8 million, a far cry from the $32 per videogame graphics chip that Nvidia received some 25 years ago.
The high price point doesnโt seem likely to hurt demand. KeyBanc analyst John Vinh estimates the NVL72 will account for 60% to 70% of Nvidiaโs GB200 server rack volume versus less-expensive configurations. โFeedback this past quarter indicates demand for the GB200 next year is greater than what we had initially heard last quarter and could support over $200 billion in data center revenue in 2025,โ he wrote.
Some $200 billion in revenue for Nvidiaโs data center segment next year would be an incredible feat, up from $48 billion last year and ahead of the current $140 billion that Wall Street currently expects. It would also be in the same neighborhood as the revenue that Apple generates from the iPhone, which Wall Street pegs at $210 billion for calendar year 2025.
Customers are clamoring for the NVL72 because itโs far more efficient than prior models, saving companies money on overall AI model training and queries.
Nvidia says the GB200 NVL72 provides up to 30 times the performance versus the same number of H100 GPUs for large-language model inferenceโthe process of generating answers from those AI modelsโwhile also reducing the cost of power consumption per unit of compute. The new system is also four times faster at training AI models than Nvidiaโs prior version.
Whenever Huang quips โThe more you buy, the more you saveโ during presentations, the audience often laughs, thinking itโs mainly a joke. But Blackwell is proving that his catchphrase has an element of truth.
The question now is how long the high demand will last. Late last month, Dario Amodei, the CEO of AI start-up Anthropic, said AI models continued to scale at impressive rates. Amodei noted that the latest cutting-edge models now cost $100 million to build, with some $1 billion models under development. He expects models costing $10 billion to $100 billion to be created by 2027.
Nvidia AI data center revenue is likely to keep rising until the larger AI models show diminishing returns in capabilities. Until then, thereโs no end in sight.
Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter.
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Just wowza! Go NVDA
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$NVDA
DUMB BEARS DONโT KNOW WHAT TO DOโฆ -
Funny people who does not have NVDA stock in portfolio speaking about bubblestock will anyway reach 300$ end year bubble yes or bubble noโฆafter they will post best earning release in august
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Before ER end summer stock can reach 160/170$ after ER with monster data sll is possible even 300$
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250$ end 2024 sure if not more
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$NVDA I love taking BearTard money.
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Great run versus earning release โฆstock set to get 170$ before aer and 250$ after er probably touching 350 in mid 2025
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$NVDA Dumb Bear Thesis: Nvidia is up like 1,000%.
It canโt go higher. Itโs overpriced.
Smart Bull Thesis: Nvidia is a once in 2 generation company which is actually undervalued with a Forward PE of only 40 and a PEG of only .04.
Nvidia is actually cheaper than it was 2 years ago.
Stop the fake โitโs got to crashโ bs and face the reality that Nvidia is and will be the opportunity of our lifetime and very well might be worth 10 times what it is today in 5 to 7 years. -
$NVDA โNvidia's graphics processing chips (GPU) are, in essence, the new gold or oil of the technology sector, as more companies and consumers follow the route of artificial intelligence as part of the 4th industrial revolution,โ said the analyst from Wedbush Securities, Daniel Ives.
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$NVDA Dumb Bears just donโt know what to do
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$NVDA BearTards are just plain Retarded.
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Boom
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