Nvidia nears elite trillion-dollar market cap club of Apple, Microsoft, Alphabet and Amazon
- Thread starter Rychu
- Start date
Nvidia has been just about as clever/ lucky as you can be to be at the center of the two biggest FOMO gold rushes since 2020.
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TENSOR CORES.
Video cards are never going to be reasonably priced again are they? AMD refuses to take their opportunity to gain market share by pricing their stuff to undercut Nvidia's outrageous prices at launch, and Nvidia is seemingly getting away with highway robbery lol.
Still, cool tech.
Video cards are never going to be reasonably priced again are they? AMD refuses to take their opportunity to gain market share by pricing their stuff to undercut Nvidia's outrageous prices at launch, and Nvidia is seemingly getting away with highway robbery lol.
Still, cool tech.
It's PE is 200. That's not stable/sustainable unless they find a way to super charge their earnings.
Data Center GPGPUs and Tensor accelerated Processors were a big thing since at least a decade.
I saw someone call this AI rally back even when the stock was still dropping, and I thought they were probably right, yet I didn't do anything. I miss out on a lot of trades due to laziness of not wanting to move money around.
Yes but I mean it in a "having mainstream public hype" level of FOMO.
this is off the back of big business and cloud / AI, not consumer GPUs
Haven't sold a cent of my NVIDIA stock since buying in 2019.
I can now afford many PS5s yay.
mainstream dgpu segment is actually not that important for nvidia anymroe
Based on their earnings and growth areas.....we are going the way of the dinosaur.
So in essence, fuck us kids.
4080 AIB already in the 1000's and 4090 AIB's already almost $2k so thats not far off imo.
Genuine question since I don't know how this massive and complicated corporate structure works, but I would venture to guess that making the APUs for Nintendo Switch probably contributed greatly to this?
I know nVidia gets immediately thought of as the premium PC GPU maker, but the outcry over their latest generation's pricing gives me the impression that they'll start to stunt their growth in that segment and I know they've got their fingers in a ton of other computing pies -- with Nintendo Switch feeling like the biggest.
Unless I misunderstand and the Switch's customizations to the Tegra architecture were actually so radical that Nintendo basically spawned into fully controlled custom territory?
I know nVidia gets immediately thought of as the premium PC GPU maker, but the outcry over their latest generation's pricing gives me the impression that they'll start to stunt their growth in that segment and I know they've got their fingers in a ton of other computing pies -- with Nintendo Switch feeling like the biggest.
Unless I misunderstand and the Switch's customizations to the Tegra architecture were actually so radical that Nintendo basically spawned into fully controlled custom territory?
More crypto mining and AI learning imo
Those Switch APUs aren't very high margin/high dollar parts I would imagine, so I doubt they are huge revenue drivers for them.