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Stockreport

Sam Altman's Explanation Of Compute Demand And Value In The AI Trade [Seeking Alpha]

NVIDIA Corporation (NVDA)  More Company Research Source: Seeking Alpha
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
His answer is a good encapsulation of why analyzing companies in the AI value chain has become more challenging. OpenAI (OPENAI) today is at the front and center of perhaps the most consequential technological revolution in history. If their demand forecast is substantially off, the value destruction in “AI trade” can be a whole lot larger than if Nvidia couldn't pay TSMC in the mid-1990s. Jensen Huang, in his recent Joe Rogan podcast , had an interesting story from the early years of Nvidia ( NVDA “ we convinced ourselves that chip is going to be great. And so I had to call some other gentleman. So I called TSMC... and I explained to them what we were doing. And I explained to him (Morris Chang) I had a lot of customers. I had one , you know, Diamond Multimedia... the demand's really great, and we're going to tape out a chip to you, and I like to go directly to production because I know it works. And they said, "Nobody has ever done that before. Nobody has ever taped out a [Read more]
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Stockreport

Sam Altman's Explanation Of Compute Demand And Value In The AI Trade [Seeking Alpha]

NVIDIA Corporation  (NVDA) 
More Company Research Source: Seeking Alpha
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
His answer is a good encapsulation of why analyzing companies in the AI value chain has become more challenging. OpenAI (OPENAI) today is at the front and center of perhaps the most consequential technological revolution in history. If their demand forecast is substantially off, the value destruction in “AI trade” can be a whole lot larger than if Nvidia couldn't pay TSMC in the mid-1990s. Jensen Huang, in his recent Joe Rogan podcast , had an interesting story from the early years of Nvidia ( NVDA “ we convinced ourselves that chip is going to be great. And so I had to call some other gentleman. So I called TSMC... and I explained to them what we were doing. And I explained to him (Morris Chang) I had a lot of customers. I had one , you know, Diamond Multimedia... the demand's really great, and we're going to tape out a chip to you, and I like to go directly to production because I know it works. And they said, "Nobody has ever done that before. Nobody has ever taped out a [Read more]
IMPACT SNAPSHOT
EVENT TIME:
NVDA
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS