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NVIDIA Corporation

NVIDIA Corporation (NVDA)

139.055
-1.06
( -0.75% )
Actualizado: 10:50:58

Calls

StrikeCompraVentaUltimo PrecioP. MedioVariaciónVariación %VolumeInt AbiertoÚltimo Operado
129.0010.0010.109.8810.05-1.32-11.79 %3,0259,30610:47:06
130.009.009.109.009.05-1.22-11.94 %11,01962,57410:50:20
131.008.008.157.958.075-1.25-13.59 %4947,57410:50:21
132.007.007.157.057.075-1.15-14.02 %1,17314,30810:49:56
133.000.000.000.000.000.000.00 %00-
134.000.000.000.000.000.000.00 %00-
135.000.000.000.000.000.000.00 %00-
136.000.000.000.000.000.000.00 %00-
137.002.082.192.122.135-1.34-38.73 %8,36917,20310:50:47
138.001.271.291.271.28-1.38-52.08 %20,60426,27510:50:57
139.000.000.000.000.000.000.00 %00-
140.000.000.000.000.000.000.00 %00-
141.000.000.000.000.000.000.00 %00-
142.000.040.050.040.045-0.50-92.59 %85,43444,52110:50:58
143.000.030.040.040.035-0.27-87.10 %51,18039,02710:50:34
144.000.000.000.000.000.000.00 %00-
145.000.000.000.000.000.000.00 %00-
146.000.000.000.000.000.000.00 %00-
147.000.000.000.000.000.000.00 %00-
148.000.010.020.010.015-0.03-75.00 %4,30664,32010:50:13

Herramientas de nivel profesional para inversores individuales.

Puts

StrikeCompraVentaUltimo PrecioP. MedioVariaciónVariación %VolumeInt AbiertoÚltimo Operado
129.000.010.020.020.015-0.05-71.43 %1,33418,75010:47:26
130.000.010.020.010.015-0.07-87.50 %5,86267,51210:50:58
131.000.020.030.020.025-0.06-75.00 %4,86715,56810:47:37
132.000.000.000.000.000.000.00 %00-
133.000.000.000.000.000.000.00 %00-
134.000.040.050.050.045-0.09-64.29 %4,21829,07610:50:27
135.000.000.000.000.000.000.00 %00-
136.000.060.070.060.065-0.17-73.91 %10,39015,84410:50:33
137.000.100.110.110.105-0.24-68.57 %24,66123,30110:50:38
138.000.000.000.000.000.000.00 %00-
139.000.530.550.560.54-0.22-28.21 %85,44318,65410:50:57
140.001.151.171.141.16-0.05-4.20 %71,42841,06310:50:58
141.001.982.042.022.010.2816.09 %20,2169,25910:50:45
142.000.000.000.000.000.000.00 %00-
143.003.904.054.153.9751.0031.75 %2,8006,48110:46:58
144.000.000.000.000.000.000.00 %00-
145.005.906.055.955.9751.0020.20 %6,09921,96510:49:03
146.006.857.056.956.951.0517.80 %5055,65210:49:03
147.000.000.000.000.000.000.00 %00-
148.000.000.000.000.000.000.00 %00-

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NVDA Discussion

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ShawnP123 ShawnP123 1 minuto hace
I read a recent article which stated Nvidia's demand for Blackwell GB200 isn't reaching their expectations and they are using TSMC's capacity to scale up more for the gaming industry.
👍️0
4retire 4retire 1 hora hace
This is what is wrong in believing what the Chinese say……they developed this with $5 million when they have a billion in AI hardware. The Chinese probably shorted NVDA with this BS and profited handsomely.

“However, DeepSeek's "low-training" costs were only a FUD, and it was reported that DeepSeek employs well over $1 billion in AI hardware, showing that the firm, too, needs massive computing power.”
👍 1
rolvram rolvram 2 horas hace
NVIDIA’s CEO Jensen Huang Addresses The “DeepSeek Fiasco” For The First Time; Says Investors “Overreacted” & “Got It All Wrong”
Muhammad Zuhair

Feb 21, 2025 at 08:31am EST


NVIDIA's CEO Jensen Huang has publicly addressed China's DeepSeek for the first time, claiming that the investors overreacted and got the "paradigm wrong."

NVIDIA's CEO Believes DeepSeek's AI Achievement Is Massive For The Markets, Appreciating Their Open-Source Models
The release of DeepSeek's R1 AI models was a massive milestone for the AI markets, but for Team Green, it was an ugly day. The firm saw a whopping $600 billion decline in market value, with Jensen losing over 20% of his net worth, clearly showing investors weren't happy with DeepSeek's achievement. However, in the latest interview with DDN, NVIDIA's CEO Jensen Huang has expressed excitement towards DeepSeek's milestone and, at the same time, believes that investors' perception of AI markets went wrong.

From an investor perspective, there was a mental model that the world was pre-training and then inference. And inference was: you ask an AI a question, and you instantly got an answer. I don't know whose fault it is, but obviously that paradigm is wrong.

It is so incredibly exciting. The energy around the world as a result of R1 becoming open-sourced, incredible.

For those who still aren't aware of why the stock sell-off got triggered, the news around DeepSeek's R1 being trained for around $5 million raised the perception that the demand for AI computing power is artificial in the markets. However, DeepSeek's "low-training" costs were only a FUD, and it was reported that DeepSeek employs well over $1 billion in AI hardware, showing that the firm, too, needs massive computing power.

NVIDIA Blackwell GB200 Powers The Latest A4 VMs At Microsoft Azure, 2.25x Higher Compute & HBM Capacity 1
However, one area where DeepSeek managed to tap into is having robust "open-sourced" AI models, which means that developers can join in to enhance the product further, and it allows organizations and individuals to fine-tune the AI model however they like, allowing it to run on localized AI environments and tapping into hardware resources with the best efficiency. Prior to DeepSeek, the perception was general against open-sourcing models, mainly due to the fact that OpenAI drove the hype.

All eyes are on NVIDIA's upcoming earnings call, which is slated for February 26. The call will likely give us insight into how big of a hit the firm has seen on profitability rates following the DeepSeek fiasco and recent Blackwell AI product issues. However, it is safe to say that with competition from DeepSeek, it is certain that demand for computing power is all around NVIDIA.
👍️ 2
DiscoverGold DiscoverGold 2 horas hace
Today Nvidia Corp. (NVDA) is the best performer in the DJIA
By: Thom Hartle | February 21, 2025

• Today (8:36 CST), the best performer in the $DJIA is NVIDIA Corp. $NVDA.



Read Full Story »»»

DiscoverGold
👍️0
rolvram rolvram 5 horas hace
Michael Del Monte4.37K Followers
Play(9min)
SummaryNvidia's q4'25 earnings have a strong potential to outperform driven by strong data center growth and hyperscalers' continued investment in compute capacity.Hyperscalers' total capital investments may grow by nearly 40% in CY25 to $313b; investments will primarily go towards compute and data centers.The release of DeepSeek-V3 models emphasizes the need for AI model optimization; I do not believe this will directly translate to lower demand for GPUs.Enterprises are expected to bring GenAI into production in CY25, driving the need for data center computing capacity.
J StudiosNvidia (NASDAQ:NVDA) is set to report q4’25 earnings on February 26, 2025, after market close. With the recent news of the release of the DeepSeek-V3 models emerging, the market has been questioning the viability of the growth trajectory for compute capacity, potentially leading to a paradigm shift in investments for Nvidia’s GPUs. Despite the narrative, I believe two important factors emerged from this. The first is that we are in the phase of model optimization, leading to more efficient compute. The second is that compute capacity still needs to scale to meet enterprise demand, as denoted by the hyperscalers’ investment outlays. Given the optimistic spend outlay, I am reiterating my BUY rating for NVDA shares with a price target of $234/share at 28x eFY26 price/sales.The Case For NvidiaThe recent release of DeepSeek-V3 GenAI models took the market by storm, leading the investment community to question the viability of the high level of compute costs associated with running existing models. Though DeepSeek may not be the gold standard of AI models in terms of performance, the application advanced down the cost curve beyond any competing model, pushing the cost of compute to a new low.One of the factors that might need to be considered is scalability. The theme across the hyperscalers’ earnings performance has slightly changed from: “Demand continues to outstrip supply.” The new theme is that growth is constrained by their ability to build data centers and deliver compute capacity. Though these two statements are similar, they are somewhat different.Each of the hyperscalers addresses the concern that DeepSeek (DEEPSEEK) brought to the market and welcomed the model with open arms. In fact, Microsoft and Amazon are all hosting DeepSeek R1 on their respective platforms. Though it may have been a positive spin on disruptive news, the general theme across the hyperscalers was that DeepSeek isn’t necessarily going to disrupt the need for additional compute capacity. The primary conclusion was that DeepSeek’s models are seen as the next phase in AI inferencing, in which models will need to be optimized to function more efficiently. Though the release of DeepSeek’s models may bring forward some concerns relating to scaling compute capacity, I do not believe the existing data center footprint is developed to the point of turning to economies of scope. If anything, I expect that the emergence of these models will ignite the necessity of domestic AI developers to accelerate growth and development to maintain their leadership in AI.As for building a case for investing in Nvidia, not a single hyperscaler reduced its capital outlay for compute and data centers. Borrowing a chart from my recent report covering Alphabet, growth in cloud computing remains strong across the hyperscalers.Corporate ReportsWhat’s most impressive is the capital outlay. On a trailing twelve-month basis, the 3 CSPs invested $186b in expanding their compute capacity.Looking ahead to eCY25, I’m forecasting the capital outlay to grow by nearly 40% on a year-over-year basis, up from $225b. Beyond eCY25, I’m anticipating that growth will normalize and level out at this heightened rate.Corporate ReportsIt should be noted that these figures are my expectations alone. Beyond eCY25, the estimates are based on the 24% CAGR estimate for data centers through 2028. Meta Platforms (META) has suggested a range of $60-65b for eFY25, Microsoft (MSFT) guided that q2’25 set the tone for the e2h25 capital outlay, Amazon (AMZN) set the pace of at least $100b for eFY25, and Alphabet (GOOG) (GOOGL) is expecting to deploy $75b in eFY25.Unless demand for compute capacity softens, the hyperscalers have no plans to slow down investing in new capacity. Management has made clear that capital deployed will remain dependent on the demand environment.Driving this further, Oracle Corp. (ORCL) is partnering with OpenAI in Project Stargate, a $500b project for advancing AI in the US. Oracle alone has pinned 100 data centers for future development, with a site as large as 1.60GW in capacity.In the physical AI space, Tesla recently completed its 50,000 H100 cluster at its Gigafactory Texas facility in Austin that will be utilized for autonomous driving. Elon Musk suggested that the compute capacity for developing its Optimus humanoid robot will need to be 10x larger in order to properly develop a fully autonomous, general-purpose robot.One major factor that must be considered is the infancy of AI at the workplace. Gartner is forecasting GenAI to move beyond the proof-of-concept phase and into production in 2025. Gartner is also forecasting server sales to triple from 2023 to 2028. Though much of the growth may be tied to the CPU server refresh cycle, I anticipate that a good proportion of the growth will be tied to GPUs.Nvidia Financial PositionCorporate ReportsI’m forecasting top-line growth to remain strong at 73% on a year-over-year basis, bringing total revenue to $38b with an adjusted EPS of $0.85/share. This will be driven by an 84% year-over-year growth rate for its Data Center segment following the ramp-up realized in FY24. Though I’m forecasting growth to begin tapering in eFY26 relative to rates experienced in 2h24-1h25, I believe growth will remain durable given the high levels of investment anticipated by the hyperscalers and enterprises.Advanced Micro Devices (AMD) reported exceptional strength in its Client segment, growing by 58% in q4'24 on a year-over-year basis. This may potentially act as a precursor for Nvidia going into eq4’25.Risks Related To NvidiaBull CaseCapital investments by the hyperscalers geared towards growing compute capacity remain durable and growing for eCY25. Enterprise use of GenAI remains a novel experience, potentially leading to a larger upswing in demand for compute capacity to support AI inferencing. Nvidia may also realize growth in its Gaming segment as more workloads are executed at the edge.Bear CaseGrowth may begin to taper sooner than expected if demand for Nvidia’s GPUs doesn’t remain as robust as anticipated. If the hyperscalers begin pulling back on their capital outlay, Nvidia’s growth may slow.Valuation & Shareholder ValueCorporate ReportsNVDA shares continue to trade at a significant premium to its peer semiconductor designers.Seeking AlphaI believe NVDA shares’ trading premium is justified given the company’s high-growth trajectory as well as its industry-leading profitability.Seeking AlphaSeeking AlphaUsing an internal valuation model based on my revenue forecast and NVDA shares’ historical trading premiums, I am reiterating my BUY rating for NVDA shares with a price target of $234/share at 28x eFY26 price/sales.Corporate ReportsUsing the model: the valuation table above references my financial forecast in the firm’s “financial position” section and ties it to the stock’s historical trading premiums. The trading premium array is derived through the normal operating cycle, with the blue-sky scenario being the stock’s peak multiple and the gray-sky scenario being the lowest point. The target multiple aims for the midpoint, or the most likely trading range for the company’s stock. The trading multiples from there are set to a probability factor based on the likelihood of the stock trading at that premium based on its historical presence. From there, the trading multiple is tied to the probability factor to derive its relative market cap and relative multiple.
👍️0
Dallas-Cowboys Dallas-Cowboys 18 horas hace
Mostly amateurs 
👍️ 2
Jetmek_03052 Jetmek_03052 18 horas hace
Seeking Alpha? It’s the worst.
👍️0
EnchantedTitan62 EnchantedTitan62 19 horas hace
Thank you for your input as well. I'm not a tech guy, thanks to the both of you. 🍷
👍️0
EnchantedTitan62 EnchantedTitan62 19 horas hace
Thank you kindly, much appreciated. 🍷
👍️0
ShawnP123 ShawnP123 19 horas hace
I'm assuming your asking about Majorana. This is supposed to be a pretty sophisticated quantum computer. There is a place for these types of products and will come to fruition sooner than Jensen thinks. I'm talking about 3-5 years. Yes, quantum computers will be more efficient than the current super computers and handle data much much faster. However, there's room for many approaches to AI and not all applications require huge investments. ie, Would one use a howitzer round to go rabbit hunting. But quantum computers will be used for weather predictions, or any other applications which have many input characteristics. So there are applications in which quantum computers will be far better than Nvidia's GPU's. There will still be applications whereby Nvidia is the best choice. Think of a pie chart. The AI distribution in 3-5 years will be different than what it is today. Nividia won't be the 80% company any more but with the increase in AI, they will still be a major player.
👍️0
uksausage uksausage 20 horas hace
they have a number of relationships in quantum. biggest may be with IONQ who worked on developing the CUD-Q software to allow QPU’s (Quantum processors) to be included in the execute algorithms.
expect to hear a lot more over the next month with Microsoft and NVIDIA Quantum events
👍️0
Dallas-Cowboys Dallas-Cowboys 20 horas hace
I don't know a lot about quantum like a lot of people here so I will answer from that standpoint. I think it is way too early to know who's chips are going to be dominant in quantum. On that note don't think Nvidia is sitting on their hands when it comes to quantum computing. They have an enormous R&D budget and I'm sure quantum is in the cross hairs. When they announce anything on quantum it won't just be for PR I'm sure it will be game changing.
👍️ 3
EnchantedTitan62 EnchantedTitan62 21 horas hace
Does Microsoft's new chip announcement today effect NVDA future chip sales ?
👍️0
4retire 4retire 22 horas hace
This author predicted a $234 price and he’s from Seeking Alpha
👍️0
rolvram rolvram 1 día hace
KeyBanc Adjusts Price Target on NVIDIA to $190 From $180, Maintains Overweight Rating
👍️ 1
4retire 4retire 1 día hace
Nvidia's Growth Is Supported By Hyperscalers' Capital Investments


Feb. 18, 2025 6:52 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockNVDA, NVDA:CA19 Comments

Michael Del Monte
4.36K Followers

Play
(9min)
Summary

Nvidia's q4'25 earnings have a strong potential to outperform driven by strong data center growth and hyperscalers' continued investment in compute capacity.
Hyperscalers' total capital investments may grow by nearly 40% in CY25 to $313b; investments will primarily go towards compute and data centers.
The release of DeepSeek-V3 models emphasizes the need for AI model optimization; I do not believe this will directly translate to lower demand for GPUs.
Enterprises are expected to bring GenAI into production in CY25, driving the need for data center computing capacity.
Powering Intelligence: AI Over a Grid of Technology
J Studios
Nvidia (NASDAQ:NVDA) is set to report q4’25 earnings on February 26, 2025, after market close. With the recent news of the release of the DeepSeek-V3 models emerging, the market has been questioning the viability of the growth trajectory for compute capacity, potentially leading to a paradigm shift in investments for Nvidia’s GPUs. Despite the narrative, I believe two important factors emerged from this. The first is that we are in the phase of model optimization, leading to more efficient compute. The second is that compute capacity still needs to scale to meet enterprise demand, as denoted by the hyperscalers’ investment outlays. Given the optimistic spend outlay, I am reiterating my BUY rating for NVDA shares with a price target of $234/share at 28x eFY26 price/sales.

The Case For Nvidia

The recent release of DeepSeek-V3 GenAI models took the market by storm, leading the investment community to question the viability of the high level of compute costs associated with running existing models. Though DeepSeek may not be the gold standard of AI models in terms of performance, the application advanced down the cost curve beyond any competing model, pushing the cost of compute to a new low.

One of the factors that might need to be considered is scalability. The theme across the hyperscalers’ earnings performance has slightly changed from: “Demand continues to outstrip supply.” The new theme is that growth is constrained by their ability to build data centers and deliver compute capacity. Though these two statements are similar, they are somewhat different.

Each of the hyperscalers addresses the concern that DeepSeek (DEEPSEEK) brought to the market and welcomed the model with open arms. In fact, Microsoft and Amazon are all hosting DeepSeek R1 on their respective platforms. Though it may have been a positive spin on disruptive news, the general theme across the hyperscalers was that DeepSeek isn’t necessarily going to disrupt the need for additional compute capacity. The primary conclusion was that DeepSeek’s models are seen as the next phase in AI inferencing, in which models will need to be optimized to function more efficiently. Though the release of DeepSeek’s models may bring forward some concerns relating to scaling compute capacity, I do not believe the existing data center footprint is developed to the point of turning to economies of scope. If anything, I expect that the emergence of these models will ignite the necessity of domestic AI developers to accelerate growth and development to maintain their leadership in AI.

As for building a case for investing in Nvidia, not a single hyperscaler reduced its capital outlay for compute and data centers. Borrowing a chart from my recent report covering Alphabet, growth in cloud computing remains strong across the hyperscalers.

Corporate Reports
Corporate Reports
What’s most impressive is the capital outlay. On a trailing twelve-month basis, the 3 CSPs invested $186b in expanding their compute capacity.

Looking ahead to eCY25, I’m forecasting the capital outlay to grow by nearly 40% on a year-over-year basis, up from $225b. Beyond eCY25, I’m anticipating that growth will normalize and level out at this heightened rate.

Corporate Reports
Corporate Reports
It should be noted that these figures are my expectations alone. Beyond eCY25, the estimates are based on the 24% CAGR estimate for data centers through 2028. Meta Platforms (META) has suggested a range of $60-65b for eFY25, Microsoft (MSFT) guided that q2’25 set the tone for the e2h25 capital outlay, Amazon (AMZN) set the pace of at least $100b for eFY25, and Alphabet (GOOG) (GOOGL) is expecting to deploy $75b in eFY25.

Unless demand for compute capacity softens, the hyperscalers have no plans to slow down investing in new capacity. Management has made clear that capital deployed will remain dependent on the demand environment.

Driving this further, Oracle Corp. (ORCL) is partnering with OpenAI in Project Stargate, a $500b project for advancing AI in the US. Oracle alone has pinned 100 data centers for future development, with a site as large as 1.60GW in capacity.

In the physical AI space, Tesla recently completed its 50,000 H100 cluster at its Gigafactory Texas facility in Austin that will be utilized for autonomous driving. Elon Musk suggested that the compute capacity for developing its Optimus humanoid robot will need to be 10x larger in order to properly develop a fully autonomous, general-purpose robot.

One major factor that must be considered is the infancy of AI at the workplace. Gartner is forecasting GenAI to move beyond the proof-of-concept phase and into production in 2025. Gartner is also forecasting server sales to triple from 2023 to 2028. Though much of the growth may be tied to the CPU server refresh cycle, I anticipate that a good proportion of the growth will be tied to GPUs.

Nvidia Financial Position

Corporate Reports
Corporate Reports
I’m forecasting top-line growth to remain strong at 73% on a year-over-year basis, bringing total revenue to $38b with an adjusted EPS of $0.85/share. This will be driven by an 84% year-over-year growth rate for its Data Center segment following the ramp-up realized in FY24. Though I’m forecasting growth to begin tapering in eFY26 relative to rates experienced in 2h24-1h25, I believe growth will remain durable given the high levels of investment anticipated by the hyperscalers and enterprises.

Advanced Micro Devices (AMD) reported exceptional strength in its Client segment, growing by 58% in q4'24 on a year-over-year basis. This may potentially act as a precursor for Nvidia going into eq4’25.

Risks Related To Nvidia

Bull Case
Capital investments by the hyperscalers geared towards growing compute capacity remain durable and growing for eCY25. Enterprise use of GenAI remains a novel experience, potentially leading to a larger upswing in demand for compute capacity to support AI inferencing. Nvidia may also realize growth in its Gaming segment as more workloads are executed at the edge.

Bear Case
Growth may begin to taper sooner than expected if demand for Nvidia’s GPUs doesn’t remain as robust as anticipated. If the hyperscalers begin pulling back on their capital outlay, Nvidia’s growth may slow.

Valuation & Shareholder Value

Corporate Reports
Corporate Reports
NVDA shares continue to trade at a significant premium to its peer semiconductor designers.

Seeking Alpha
Seeking Alpha
I believe NVDA shares’ trading premium is justified given the company’s high-growth trajectory as well as its industry-leading profitability.

Seeking Alpha
Seeking Alpha
Seeking Alpha
Seeking Alpha
Using an internal valuation model based on my revenue forecast and NVDA shares’ historical trading premiums, I am reiterating my BUY rating for NVDA shares with a price target of $234/share at 28x eFY26 price/sales.

Corporate Reports
Corporate Reports
Using the model: the valuation table above references my financial forecast in the firm’s “financial position” section and ties it to the stock’s historical trading premiums. The trading premium array is derived through the normal operating cycle, with the blue-sky scenario being the stock’s peak multiple and the gray-sky scenario being the lowest point. The target multiple aims for the midpoint, or the most likely trading range for the company’s stock. The trading multiples from there are set to a probability factor based on the likelihood of the stock trading at that premium based on its historical presence. From there, the trading multiple is tied to the probability factor to derive its relative market cap and relative multiple.
This article was written by


Michael Del Monte
👍️ 1
Jetmek_03052 Jetmek_03052 1 día hace
Nvidia Stock Investors Got Amazing Robotics News



Hope this link works.....
👍️ 1
4retire 4retire 1 día hace
KeyBanc is estimating $26.044 billion in revenue. I firmly believe this is underestimated. JMO
👍️ 1
4retire 4retire 1 día hace
Nvidia likely to offer up 'strong' results, guidance, despite GB200 NVL constraints: KeyBanc
Nvidia (NASDAQ:NVDA) is likely to offer up “strong” results and guidance when it reports quarterly results next week, despite the GB200 NVL constraints it has faced, KeyBanc Capital Markets said.
Nvidia shares rose 1% in premarket trading.
“Despite prior concerns regarding constraints associated with the ramp of GB200 NVL servers, we expect NVDA to report strong F4Q results, which we anticipate will solidly beat, and to guide F1Q conservatively and moderately higher than consensus,” KeyBanc analyst John Vinh wrote in a note to clients.
“While we do believe that manufacturing constraints are limiting shipments of GB200 NVL server racks, we believe this will be more than offset by the following: given the lower initial manufacturing yields of GB200 NVL, we believe customers have been able to push out orders of GB200 and backfill with HGX-based B200 servers with x86 head nodes; DeepSeek, as well as limited supply of Huawei's Ascend AI [application specific integrated circuits], has created a surge in demand for H20 GPUs from China [cloud service providers]; we believe NVDA's customers, esp CSPs, are financing its inventory at EMS providers, so effectively sell-in shipments from NVDA to EMS are recognized as revenues.” 
In conjunction, Vinh reiterated his Overweight rating and upped his estimates and price target (to $190 from $180) ahead of the results.
Nvidia is slated to report its quarterly results after the close of trading on Feb. 26. A consensus of analysts expect the company to earn $0.61 per share on $26.044B in revenue.
👍️0
DiscoverGold DiscoverGold 1 día hace
$NVDA $1.5 Million OTM Call
By: Cheddar Flow | February 20, 2025

• $NVDA $1.5M OTM Call

This expires next week and was executed above the ask.



Read Full Story »»»

DiscoverGold
👍️0
doc2016 doc2016 1 día hace
my wags:
are we on the verge of a new communications era? i believe this is a short attack. which is taking advantage of the disappearance of short transaction tracking resources since the 10th. they know something positive is in the offing and they can't cover all their liability, my guesses.

copper wire is in our electrical system as two twisted wires. i think the idea is they power the twisted wire in a way that creates a fermion.......and put a quantum dot on the receiver/booster/splitter/etc side.......and they use the ambient corp/ericsson patents on finding the specific wire in a plethora of wires and the 8x8 patents for finding the phone with two numbers sets.....a new era of peer to peer communications? of note? nvidia said they were going to be using ethernet for their blackwell network...this would seem to be ethernet of a type?
👍️0
Dallas-Cowboys Dallas-Cowboys 2 días hace
I was wondering how Nvidia booked their sales that is good news that was a good article.

"The analysts highlighted that Nvidia recognizes revenue from its Blackwell compute boards upon shipment, rather than waiting for the complete racks to be shipped from OEM/ODM partners."

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4retire 4retire 2 días hace
Amazing that the bank is predicting a 20% increase in Q4’s forecast for the next quarter. Lots of pressure on NVDA when these things are forecasted by a 3rd party.
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DiscoverGold DiscoverGold 2 días hace
Nvidia to deliver another set of 'strong set of results': UBS
By: Investing.com | February 19, 2025

UBS analysts said they expect “a strong set of results” from Nvidia (NASDAQ:NVDA) and guidance that aligns or surpasses market expectations for total revenue and data center performance.

The investment bank projects Nvidia’s revenue guidance for the fiscal first quarter to meet or surpass the investor benchmarks of approximately $42.5-43 billion for total revenue and about $38.5-39 billion for the data center segment.

The analysts highlighted that Nvidia recognizes revenue from its Blackwell compute boards upon shipment, rather than waiting for the complete racks to be shipped from OEM/ODM partners.

“Ergo, we believe the supply chain is successfully navigating a short-term mismatch between Blackwell compute board shipments (ramping now) and OEM/ODM Blackwell GB200 rack shipments,” analysts led by Timothy Arcuri wrote in a note.

With the marked increase in Blackwell compute board production in the second half of Nvidia's fourth fiscal quarter, many customers have likely shifted to more readily available Blackwell SKUs, such as the B200 on the air-cooled HGX platform.

This pivot is due to customers' eagerness to install Blackwell technology even one or two months earlier, UBS notes, rather than waiting for GB200 rack power issues to be fully resolved.

The analysts project Blackwell revenue for the fiscal Q4 at around $9 billion, a figure that they believe would more than double in the first fiscal quarter to over $20 billion, equivalent to around 700,000 units.

Furthermore, they expect Nvidia to continue shipping compute boards ahead of a surge in GB200 rack shipments to end customers from Nvidia's OEM/ODM partners starting in March.

“We also believe that in some cases where customers want to wait for racks, Blackwell inventory at OEMs/ODMs is being partially financed by end hyperscale customers,” analysts added.

Looking ahead, UBS foresees a “very strong” Blackwell ramp through the calendar year 2025 and maintains its high-on-Street revenue and EPS estimates of approximately $234 billion and $5.33 respectively, with EPS potentially rising to $6.25 or more in the calendar year 2026.

The bank maintained its Buy rating and the $185 price target on Nvidia stock.

Read Full Story »»»

DiscoverGold
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JJ8 JJ8 2 días hace
Today's volume is on track to be lighter than usual, with 101,631,870 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders, as of 1:24 PM ET Wednesday, 02/19/2025
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Jetmek_03052 Jetmek_03052 2 días hace
Nice!

"We believe demand is far outstripping supply with Blackwell in the field and after speaking with many enterprise AI customers, we have seen NOT ONE AI enterprise deployment slow down or change due to the DeepSeek situation," said Wedbush analysts, led by Daniel Ives, in a note following a quarterly trip to Asia and a supply chain check. "No customer wants to 'lose their place in line' as it is described to us for Nvidia's next gen chips."

I am anxious to see the numbers for the 4th Q. But even if they are subdued - for whatever reason (and I'm not saying they will be)? I believe only good things ahead in NVDA's near future.
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4retire 4retire 2 días hace
Nvidia's Blackwell demand remains unfazed by DeepSeek situation: Wedbush
Demand for Nvidia's (NASDAQ:NVDA) Blackwell GPUs remains much stronger than supply despite the recent DeepSeek noise, according to Wedbush analysts.
"We believe demand is far outstripping supply with Blackwell in the field and after speaking with many enterprise AI customers, we have seen NOT ONE AI enterprise deployment slow down or change due to the DeepSeek situation," said Wedbush analysts, led by Daniel Ives, in a note following a quarterly trip to Asia and a supply chain check. "No customer wants to 'lose their place in line' as it is described to us for Nvidia's next gen chips."
Wedbush estimates that about 10% to 15% of IT budgets will go to artificial intelligence in 2025. Capital expenditures from Magnificent Seven companies will increase about $100B to $325B in 2025 as well.
"We are seeing many IT departments focused on foundational hyperscale deployments for AI around Microsoft (MSFT), Amazon (AMZN), and Google (GOOG)(GOOGL) with a laser focused on the software-driven use cases currently underway," Ives added. "The China trade tensions are a lingering concern to the market, but we do not see this geopolitical poker game with the 202 area code getting in the way of the AI Revolution and DeepSeek if anything has accelerated demand for more companies heading down the AI paths in 2025...not the opposite in our view despite many tech bears coming out of hibernation mode with the DeepSeek soap opera."
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DiscoverGold DiscoverGold 2 días hace
$NVDA Aggressive $7.1 Million OTM Call Sweepers Are Back
By: Markets & Mayhem | February 19, 2025

• $NVDA Aggressive OTM Call Sweepers Are Back.



Read Full Story »»»

DiscoverGold
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doc2016 doc2016 2 días hace
justia patents:
"Implementing trusted executing environments across multiple processor devices
Sep 24, 2021 - NVIDIA Corporation
Apparatuses, systems, and techniques to generate a trusted execution environment including multiple accelerators. In at least one embodiment, a parallel processing unit (PPU), such as a graphics processing unit (GPU), operates in a secure execution mode including a protect memory region. Furthermore, in an embodiment, a cryptographic key is utilized to protect data during transmission between the accelerators.

Latest NVIDIA Corporation Patents:
Self-referenced delay cell-based time-to-digital converter
Robust state estimation
Text normalization and inverse text normalization using weighted finite-state transducers and neural language models
Techniques for texture filtering using refracted ray cones
Frame rate up-conversion using optical flow
Skip to: Description · Claims · References Cited · Patent History · Patent History
Description
BACKGROUND
Parallel processing units (PPUs), such as graphics processing units (GPUs), have become increasingly powerful in recent years. With this increase in PPU computing power, users sometimes cannot fully utilize PPU resources with a single central processing unit (CPU) process. In addition, virtualization enables multi-tenant environments in which service platforms and service providers can leverage computing resources including PPUs and CPUs to provide various services. However, securing multiple processing units (e.g., PPUs and CPUs) in virtualized environments can be extremely difficult, especially when multiple tenants utilize the same physical computing resources."
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IanFromSI IanFromSI 2 días hace
What an amazingly insightful observation.

If the stock doesn’t go up, it will probably go down.

Geez, I wish I had known and understood that brilliant in sight before.

Thank you ever so much for sharing your fabulous knowledge and insight.
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tw0122 tw0122 2 días hace
Couldn't get pass $143.71 going to retest $131.14 if can't past $143.71 
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JJ8 JJ8 3 días hace
Right. Something similar of what Tom Lee comes across doing in tv interviews and YouTube.

Covered the likely outcome giving his reasons.

When in an advisory position, it seems spending less time on research but more on forecasts is the way to go. Make a lot of them covering whatever may be the outcome. Whenever a forecast turns out right, double the volume of promotional mail quoting your past forecast. Good for business.
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Jetmek_03052 Jetmek_03052 3 días hace
Nvidia Stock Has Almost Recovered From DeepSeek Rout. There's More Good News. -- Barrons.com

February 18, 2025

04:43 PM ETPublished February 18, 2025 04:43 PM Eastern TimeDow Jones Newswires
Callum Keown, Adam Clark, and Tae Kim


Nvidia stock moved within touching distance of recouping all its losses from the DeepSeek market rout on Tuesday

The company's shares rose 0.4% to $139.40, closing in on the $142 level where it was trading before the Chinese start-up's apparently low-cost artificial-intelligence model roiled tech stocks last month.

Nvidia stock tumbled 17% on Jan. 27, reducing the AI chip maker's market capitalization by close to $600 billion, the biggest one-day loss ever by a U.S. company.

But just three weeks later, it has almost fully recovered. Investors who bought the dip can afford a smile as they look toward the company's earnings next week.

There's more good news. The South Korean government announced plans to acquire 10,000 graphics-processing units as it looks to build a national AI computing center. That includes Nvidia's H100 and H200 GPUs, South Korea's Yonhap News Agency reported Monday.

Hargreaves Lansdown analyst Matt Britzman said it is another sign that "Nvidia's demand extends well beyond the giant U.S. tech companies."

He added: "We've now seen several countries express an appetite for building their own computing clusters, with the enormous U.S. Stargate project grabbing the most headlines. This is supportive to the Nvidia investment case, and presents a relatively new and scalable demand avenue for its market leading chips."

One concern for Nvidia has been whether rental prices for its existing chips will hold up as companies and startups compete to buy its newest Blackwell hardware. UBS analyzed the latest data from the largest cloud-computing providers and found pricing is stable for renting Nvidia's Hopper H100 chips, suggesting there is still a lack of capacity for GPU computing.

"Buoyant cloud GPU pricing affirms strong demand environment," wrote UBS analyst Timothy Arcuri in a research note Monday. "Looking ahead, given the demand backdrop we would not be surprised if pricing for Hopper instances remains resilient."

Arcuri has a Buy rating on Nvidia stock with a $185 target price.

Write to Callum Keown at callum.keown@dowjones.com and Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
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JJ8 JJ8 3 días hace
I feel like you do, as well.

Yet I think it's good to be hearing what are they saying.

Cheers & GLTY & GLTA
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ShawnP123 ShawnP123 3 días hace
There's only one analyst on Motleyfool I consider to have good information on stocks. He at times, shows a lot of information and explains some of the comments in the Q's. His name is Parkev Tatevosian. You may want to listen to some of his commentaries and make up your own mind. I never believe in Jim Cramer sometimes I use him as a reference because no one believes him or what he says anyhow.. He's more of an entertainer.
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ShawnP123 ShawnP123 3 días hace
Thanks, I kind of expected that.
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cadillacdave cadillacdave 3 días hace
Motley Fool doesn't necessarily report the news, they try to shape the news. Hence the faulty or misleading information.
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Jetmek_03052 Jetmek_03052 3 días hace
I’ve got some serious misgivings about Motley Fool articles. They push their own picks.

And I’ve already said that I think the price of NVDA will go up after the 4th Q is published. That being said, investors do have sky high expectations and they have punished NVDA for not blowing predicted numbers out of the water.

I think it will do well. We have just 8 more days to see what actually takes place.
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4retire 4retire 3 días hace
Just love these experts who predict mayhem, says he wouldn’t want to be a NVDA shareholder on 2/26 and towards the end of his diatribe, professes he could be totally wrong. In other words, create FUD then ease yourself out the back door. Motley Fool is a total waste of pixels.
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4retire 4retire 3 días hace
What a bullshit article. NVDA trades at 32 times not 40 times forward earnings. Another FUD article by someone who probably loaded up after the DeepFake BS.
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IanFromSI IanFromSI 3 días hace
Here’s a three paragraph taste from that article and Barrons.

“Sell-side ratings are mostly useless,” wrote Trivariate Research founder, and former Morgan Stanley chief U.S. equity strategist Adam Parker in a Friday report. Sell-side refers to analyst firms on Wall Street that “sell” research to the buy-side—mainly large institutions that manage trillions of dollars.

That’s quite a statement from Parker. To justify it, he looked at stock returns for the past 25 years and found that the best returns were concentrated in the least-loved stocks. Still, that doesn’t mean investors should pile into the least-loved stocks and wait, he added. It just means that buying up the best-loved stocks on Wall Street isn’t a great idea.

One reason investors can’t overreact to any one signal or research observation is that things change—a lot. There are regulatory changes that upend Wall Street, such as Reg FD, or regulation fair disclosure, implemented in the aftermath of the dot.com bubble that stopped companies from selectively disclosing information to analysts and large shareholders. There are also hosts of investors looking for an edge who will arbitrage gains from any new informational signal.
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JJ8 JJ8 3 días hace
Prediction: Nvidia Stock Is Going to Drop After Feb. 26
Timothy Green, The Motley Fool
Tue, February 18, 2025 at 5:15 AM PST

Tech giants are dumping mountains of cash into artificial intelligence (AI) data centers. Microsoft plans to spend $80 billion this year to expand its AI capacity. Amazon is boosting its total capital spending, spread across its retail and cloud businesses, to $100 billion to accelerate its AI efforts. And Meta Platforms will pour $65 billion into its data centers to fuel its AI ambitions.

On the surface, this all sounds great for Nvidia(NASDAQ: NVDA) stock. The company dominates the market for powerful AI accelerators, and second place AMD has already put forth a disappointing forecast for its own AI chips sales this year. Nvidia is going to scoop up the lion's share of the spending that goes toward AI accelerators.

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Trees don't grow to the sky
Forecasts for AI accelerator sales paint a rosy picture for Nvidia. AMD, for example, once predicted that AI accelerators would generate $500 billion in industrywide revenue in 2028.

However, investors need to ask an important follow-up question: How can that spending possibly be justified?

If companies are going to spend half-a-trillion dollars a year on AI accelerators, not to mention many billions more on other data center gear, those investments will need to pay off in the form of new sources of revenue or cost savings.

Is that realistic? What will generate that new revenue?

Nvidia's valuation is built on optimism -- namely, optimism that its revenue and profit can continue to grow at blistering rates for years. The stock currently trades for more than 40 times expected earnings for fiscal 2025.

This is a company that's already worth more than $3 trillion and generated $20 billion in adjusted net income last quarter. The market for AI accelerators must continue to grow rapidly for Nvidia's stock price to make any sense.

It's not that investors are discounting the possibility that demand for AI accelerators flatlines -- it's that investors are discounting the possibility that demand collapses. What will happen to Nvidia stock if, after Microsoft, Amazon, and Meta hurl hundreds of billions of dollars into AI data centers, those companies fail to generate a reasonable return on investment?

The AI investment boom feels like a massive case of FOMO (fear of missing out). Tech giants are terrified of being left behind, so they're throwing caution to the wind.

There's genuinely an enormous amount of demand for AI computing capacity right now, but how much of that is experimentation? In other words, how much of that is companies trying out AI to see if it makes financial sense? When some of those experiments don't pan out, what will happen to demand?

Then there's DeepSeek, the Chinese company that trained an AI model that can compete with the best AI models U.S. companies have to offer for a fraction of the price. If training top-tier AI models no longer requires megaclusters of AI accelerators, what will happen to demand?

This might be peak Nvidia
I'm calling it: Peak Nvidia is almost here, and it's close to the point where the stories and predictions keeping the AI boom afloat start to fall apart. It's not that AI isn't an impressive and useful technology. Like the internet, it's revolutionary.

But also like the internet 25 years ago, it's creating expectations that appear untethered from reality. The internet changed the world but also ruined plenty of investors along the way.

I could be very wrong about this. It's certainly possible that the hundreds of billions of dollars being spent on AI infrastructure will make financial sense in the end and demand for AI accelerators will continue to grow far into the future. Maybe Nvidia will put out a stellar forecast that drives the stock to new highs. Anything is possible.

Still, I don't think I'd want to be an Nvidia shareholder on Feb. 26 when the company reports its latest results. Expectations are sky high, and any hint of trouble could send the stock plunging.

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On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late.
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ShawnP123 ShawnP123 3 días hace
Does anyone have access to Barron's. This looks like an interesting article relating to analysts but I'm not about to pay for a subscription. I'd like to know the main context.
https://finance.yahoo.com/m/92fcbbef-e9f2-3988-97d3-9999a35a5a38/wall-street-analyst-ratings.html
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ShawnP123 ShawnP123 3 días hace
I don't put faith in any daily charts. There is one glaring fact regarding Nvidia. It has been able to hold above 140 for more than 10 trading days in a row since June of 2024 even with very good results. I believe it hasn't even held above 140 for 4 tradings days in a row. So in reality, this has become a trading stock. Until it can hold, I see no way this stock could ever achieve some of the analysts SP projections. If I'm wrong, show me the data.
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Oleblue Oleblue 3 días hace
Looking at the 10 day hourly chart, we see the price and OBV moving up nicely.

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4retire 4retire 3 días hace
TAKE
Nvidia Stock Has Almost Recovered From DeepSeek Rout. There’s More Good News.
Investors who bought the dip can afford a smug smile as they look toward the company’s earnings next week.
Follow Barron's in Apple News
N?vidia stock rose early Tuesday as it moved within touching distance of recouping all its losses from the DeepSeek market rout.
The shares rose 0.8% to $139.97 ahead of the open, closing in on the $142 level at which it was trading before the Chinese start-up’s apparently low-cost artificial-intelligence model roiled tech stocks last month.
Nvidia stock tumbled 17% on Jan. 27 as the AI chip maker’s market capitalization fell by close to $600 billion, the biggest one-day loss ever by a U.S. company.
But just three weeks later it’s almost fully recovered, and investors who bought the dip can afford a smile as they look toward the company’s earnings next week.
There’s more good news. The South Korean government announced plans to acquire 10,000 graphics-processing units (GPUs) as it looks to build a national AI computing center. That includes Nvidia’s H100 and H200 GPUs, South Korea’s Yonhap News Agency reported Monday.
Hargreaves Lansdown analyst Matt Britzman said it’s another sign that “Nvidia’s demand extends well beyond the giant U.S. tech companies.”
He added: “We’ve now seen several countries express an appetite for building their own computing clusters, with the massive U.S. Stargate project grabbing the most headlines. This is supportive to the Nvidia investment case, and presents a relatively new and scalable demand avenue for its market leading chips.”
One concern for Nvidia has been whether prices for its existing chips will hold up as companies and governments compete to buy its newest Blackwell hardware. The latest data from UBS suggest pricing is stable for Nvidia’s H100 chips and even its older A100 processors.
“Pricing for most GPU instances has remained steady (and in most cases is tending, if anything, higher)—a bullish read-through that supply remains the growth limiter for Nvidia, rather than demand,” wrote UBS analyst Timothy Arcuri in a research note.
Arcuri has a Buy rating on Nvidia stock with a $185 target price.
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Dallas-Cowboys Dallas-Cowboys 3 días hace
Thanks 
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fwb fwb 3 días hace
When PLTR includes Grok 3 into their PLTR'S AIP software:
(Elon and Alex know each other)
AIP will do the DATA ANALYST, and Grok 3 could write the reports for the analyst
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Dallas-Cowboys Dallas-Cowboys 3 días hace
Understand been there 
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eastunder eastunder 3 días hace
DeepSeek Did Nvidia a Favor

https://www.msn.com/en-us/money/topstocks/deepseek-did-nvidia-a-favor/ar-AA1zcm4B?ocid=BingNewsSerp

DeepSeek hasn’t sunk Nvidia’s prospects for a big year. But more-grounded hopes should still prove advantageous to the artificial-intelligence giant as it navigates a tricky road ahead.

The panic sparked by the Chinese AI startup’s revelations last month cost Nvidia nearly $750 billion in market cap in a little over a week’s time. The stock has recovered some since, but is still down about 6% as of Friday’s close compared with the Nasdaq’s flat performance over the same period.

DeepSeek’s claims to have produced an advanced AI model at a relatively low computing cost raised the prospect that demand could wither for Nvidia’s expensive systems that have been considered must-haves for any company looking to build up generative AI capabilities.

The recent spate of earnings reports from Nvidia’s largest customers strongly suggest otherwise. Amazon, Meta Platforms and Google-parent Alphabet all projected sharp increases in capital spending for this year—on top of a surge last year. All three also touted their relationships with Nvidia in their earnings calls.

Amazon Chief Executive Andy Jassy said the “deep partnership” between the two will last “for as long as we can see into the future.” Amazon expects capital spending to top $100 billion in 2025, with most of it going to AI infrastructure.

That bodes well for Nvidia’s own quarterly report on Feb. 26. The data-center segment that includes most of the company’s AI chips and services is expected to show revenue more than doubling to $113 billion for the fiscal year ended January.

But there is also growing worry that a transition to Nvidia’s new Blackwell chip family could cause a short-term hiccup in growth. Data-center revenue in the fiscal fourth quarter is expected to have risen by only $2.6 billion from the period ended October, according to estimates from FactSet.

That would be a sharp deceleration from the $4.5 billion in data-center sales added in the previous quarter—and the lowest sequential gain for that segment since AI demand started booming in early 2023.

Nvidia CEO Jensen Huang said on the company’s last earnings call in November that Blackwell production “is in full steam.” But many analysts don’t expect those Blackwell shipments to hit high volume until the second half of the new fiscal year, which could mean a disappointing forecast from Nvidia for its April-ending quarter. Mark Lipacis of Evercore ISI said an “air pocket” in shipments is the biggest risk to his positive outlook on Nvidia’s stock heading into the report.

Nvidia’s clipped valuation could thus be a blessing in disguise, if it helps ground expectations a bit ahead of what could be a mixed report. The stock is now trading a little under 32 times projected earnings for this year, compared with a forward earnings multiple of nearly 40 times six months ago.

Nvidia is also now cheaper by that measure than most of its megacap tech peers despite superior growth projections, with revenue projected to rise 53% this year compared with 12.2% average growth expected for Apple, Microsoft and the other tech giants fetching market caps of more than $1 trillion each, according to FactSet data.

And most of those companies are still planning to shovel many billions more Nvidia’s way. DeepSeek won’t be making Nvidia come up short just yet.
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