Marius Pantea’s Post

𝗡𝗩𝗜𝗗𝗜𝗔 𝗦𝘂𝗳𝗳𝗲𝗿𝘀 𝗕𝗹𝗼𝘄 𝗔𝗳𝘁𝗲𝗿 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 𝗼𝗳 𝗢𝘃𝗲𝗿𝗵𝗲𝗮𝘁𝗶𝗻𝗴 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗔𝗜 𝗦𝗲𝗿𝘃𝗲𝗿𝘀 NVIDIA Corp (NASDAQ: NVDA) is facing trouble with the much-hyped Blackwell AI chip, reported that customized server racks are overheating according to a report from The Information today. In total, 72 Blackwell chips powered these cutting-edge AI systems within the customized racks that were redesigned for overheating reasons. The delays have raised eyebrow concerns amongst customers in alarming ways, which include Microsoft Corp (NASDAQ: MSFT), Meta Platforms Inc (NASDAQ: META), and Elon Musk's xAI. This latest hiccup follows a prior postponement of the Blackwell launch, which was pushed back a quarter due to earlier design flaws that NVIDIA successfully resolved. Despite the current issue, the company has not yet notified customers of any delays, leaving some hope that deliveries might still proceed as planned. Shares of NVIDIA eased 2.9% in Monday's premarket trading, reflecting investor nerves ahead of the company's Q3 earnings announcement this Wednesday, November 20. The stock continues to be a market standout with a year-to-date gain of 187%, riding on the rising demand for AI technologies. Whereas NVIDIA often updates its server designs before launch, revisions of Blackwell's appear to happen relatively late in development. An NVIDIA spokesperson would neither confirm that the latest rack designs were locked yet. High stakes for NVIDIA, as the Blackwell AI server is sort of the backbone for maintaining leadership in AI hardware, for example. The system's performance and reliability are the key factors for very high-profile customers who rely on these technologies to power their advanced AI applications. Hence, the burden would shift to how NVIDIA may navigate through that challenge without impairing delivery schedules or dampening customer confidence. Updates in the earnings report might bring in a semblance of answers regarding how it intends to go about minimizing the risk and staying in the competition race of AI-centric pursuits. #NVIDIA #BlackwellAI #NVIDIAStock #xAI #B2B #ColedaB2B

Nvidia’s stock plummeted by 9.5% in a single day, wiping out $415 billion in market cap, following concerns over AI’s overvaluation and an antitrust investigation by the US Department of Justice. Despite a recent peak as the world’s most valuable company, Nvidia’s market cap now stands at $3.955 trillion, making it the third most valuable company globally. Analysts urge patience, noting AI’s growth will take years, not quarters. 📉💻 #Nvidia #StockMarket #AI #TechNews

Nvidia Surpasses Apple to Become the World’s Most Valuable Company Nvidia has officially become the most valuable semiconductor company globally, with a market cap reaching a staggering $3 trillion. This historic milestone marks Nvidia's dominance in the AI chip market, outpacing traditional tech giants. As Nvidia continues to innovate and lead in AI technology, one might wonder: What does this shift mean for the future of technology and other sectors reliant on advanced computing? What are your thoughts on the implications of Nvidia's new valuation for the tech industry and beyond? Read more at: https://lnkd.in/eZE4d4sE #Nvidia #TechNews #ArtificialIntelligence #Semiconductors #MarketLeaders #Innovation #TechnologyTrends #BusinessGrowth #InvestmentOpportunity #FutureOfTech

Summary: Renowned short-seller Jim Chanos and Larry McDonald have raised concerns that Nvidia's significant growth is coming at the expense of other Big Tech companies, such as Microsoft and Meta, who are major buyers of Nvidia's microchips. Despite Nvidia's remarkable revenue and stock price surge, there are apprehensions that its rapid expansion may be cannibalizing the growth of its Big Tech counterparts. Takeaway: The meteoric rise of Nvidia has raised flags about the impact on its major customers, highlighting potential risks to its growth trajectory and the broader dynamics within the tech industry. Hashtags: #Nvidia #BigTech #TechIndustry #ArtificialIntelligence #MachineLearning #DeepLearning #DataScience #BusinessInsider

NVIDIA has hit another record high, shares closed at $138.07 this Monday, driven by soaring demand for its AI chips. This surge has brought NVIDIA's market cap to an impressive $3.4 trillion, making it the second-most valuable U.S. company, just behind Apple. With the upcoming release of its next-generation Blackwell chips, Nvidia is seeing unprecedented demand, and orders are already booked out for the next 12 months. This growth reflects Nvidia's dominant position in the AI chip market, where it controls a significant share. It's an exciting time for Nvidia and the AI industry. What are your thoughts on Nvidia's continued success? #Nvidia #AI #TechStocks #Innovation #MarketHigh

🚀 Breaking News: NVIDIA's Record-Breaking Success! 🚀 NVIDIA has reported an astonishing 600% Year-over-Year profit increase, marking a historic milestone for the company. 📈✨ Here’s what you need to know: - 📊 **600% YoY Profit Increase**: NVIDIA's impressive performance highlights its strong market position and innovative capabilities. - 📉 **10-for-1 Stock Split**: Each existing share will be divided into 10, making it more accessible for investors. For more details, check out the full article here: [NVIDIA Reports Record-Breaking 600% YoY Profit Increase](https://lnkd.in/gTMzaDtN) #NVIDIA #TechNews #StockMarket #Investing #Innovation #FinancialGrowth #AI #Semiconductors

Add-on to my post yesterday on new marketcap landscape soon: - Nvidia posts revenue up 265% on booming AI business - Nvidia shares rose about 10% in extended trading. market reactions: - Goldman Sachs Group Inc.’s trading desk has called it “the most important stock on planet earth” - The Nikkei (.N225) surge as much as 2% to a record high above 39,000, putting it in blue sky territory after a 34-year gap from its previous "bubble" era peak. Congratulations NVIDIA! The big moves started. Will be interesting to see what comes from Moore Threads Technology, Chinese company, they say the Founder is ex Nvidia China President. Links: https://lnkd.in/dQ4KJmAk https://lnkd.in/dW_ZsEwi #techtrends #ai #marketcap #nvidia #morethreadstechnology

if you know, you know NVIDIA annual shareholder meeting today: june 26 2024 09:00 pst in about an hour we'll have a chance to listen to new developments. it's breath-taking. the speed of not only NVIDIA's ability to navigate (well i guess they must be using their own (ai) to decide what where how to do and then some. huh?) more importantly just as Apple Microsoft defined the pervasiveness of computers. their applications. we believe NVIDIA holds that position currently. they have been handsomely rewarded in the markets. a valuation as the most valuable in the world. 3.3 trillys. and going. so every and all announcements are truly where the centre of the universe of chip design, manufacturing, exists. it's more than simply offering state of the art chip design for (ai) modelling. where Alphabet Inc. organizes the world's information. NVIDIA makes sense of it. and everyone else applies it, to their subject matter expertise. this is the change that is afoot. at this moment. where it was a race to offer advertisers of services/products a better understanding of their clientele, now the lens is sharper. there is no need to suggest age/sex/ethnicity/generational differences. there are behaviours. theses behaviours are independent of what data was used to point adverts to. to get these people to buy more sh^t. that's the base of the u.s. economy. it's apparently consumer driven. and so in this post pandemic world where it literally stopped. and we were forced to sit still. wait it out as the storm clouds passed. in hopes no one. not us. or loved ones would perish. that time was a generational shift. we all felt. it. no matter what class you were. NVIDIA is the fulcrum Google is the waterfall or Google is the head NVIDIA the neck wherever the neck turns that is where the head has their attention. the neck keeps the attention of the head there. so it appears as if in many ways Google has in essence offered the search part of it's business up for grabs. this is why Perplexity exists, and others. a new dynamic pricing auction model is about to emerge. it will as it is by nature adversarial. let's not fool ourselves. we are designed to be adversarial. it's our nature. and in coveting $$$$$ as the prime objective. money for the sake of money this will destroy a lot of thoughtful, mindful, intentionally beneficial innovation. why? well. it's not playing according to the whims of a recommendation machine that rewards those that are part of it's invisible army. today is a crowning. it's a crown. upon the head of jensen. this is akin to king charles and his crowning. we wonder who will be at the crowning. to recognize this eventful day. it's good to be king. ;) < . > source: https://lnkd.in/eumX4num

Hey everyone! Check out this article from InvestorPlace where they discuss why NVIDIA could become a $5 trillion company. The author makes some compelling points about the company's growth potential and the impact of its technology on various industries. It's an interesting read that's definitely worth your time. #NVIDIA #tech #investing https://ift.tt/A4QjJfY

📰 Tech News Snippet #348 In a noteworthy financial move, NVIDIA's CEO Jensen Huang has made significant stock sales this year. This action has caught the attention of market analysts and investors alike, leading to widespread discussions about its implications. Jensen Huang has been at the helm of NVIDIA as it transformed into an AI powerhouse, driving its stocks to impressive highs. His decision to sell a substantial portion of his holdings could hint at various strategic financial considerations. Some speculate it might be related to portfolio diversification or personal financial planning but without official statements, the motives remain speculative. It's important to observe how these actions might impact investor confidence and market dynamics, especially since leadership moves often ripple through stock performance. Despite these sales, NVIDIA continues to maintain a strong market presence with its advancements in AI technology and new market ventures. As always, this period could present both risks and opportunities for investors eyeing NVIDIA stocks. As the tech landscape evolves, keeping a keen eye on executive actions in leading companies like NVIDIA can provide crucial insights into market behavior. Stay informed and assess wisely as developments unfold in this ever-dynamic field. #NVIDIA #TechNews #Investing #StockMarket #AI