How Nvidia's AI Strategy Fueled Its $1 Trillion Valuation | WSJ
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- เผยแพร่เมื่อ 24 มิ.ย. 2024
- Thanks to AI, chip maker Nvidia broke into the exclusive club of companies, like Apple and Microsoft, that have a $1 trillion market cap. Nvidia’s chips power generative AI like OpenAI’s ChatGPT by being able to do lots of complex computations simultaneously. As Nvidia keeps powering tech giants like Google and Amazon, can the chip company keep up with demand?
WSJ’s Asa Fitch breaks down how the company got there - and why AI is fueling the company’s rapid growth.
0:00 Nvidia added $183.8 billion in market value in one day
0:43 How Nvidia got here
1:47 Nvidia and AI
4:18 Supply-chain issues
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#Nvidia #AI #WSJ
![The Meteoric Rise of Nvidia [Fastest Growing Stock]](http://i.ytimg.com/vi/nVtb2vNUOdU/mqdefault.jpg)
![The Meteoric Rise of Nvidia [Fastest Growing Stock]](/img/tr.png)
Nvidia never stop innovating. I also wonder why Micron has not seen a similar increase in value as they are also integral part of data center business.
They got banned by China in areas of critical infrastructure also micron makes memory which is a commodity and has had the worst 2 years Samsung Hynix micron all posting huge losses
Everyone is running into the goldmine and Nvidia is at the door handing out shovels 😂
Not handing out shovels....selling them!
@@damionmurray8244 not just selling them, sell them with 4,5,6 digits
@@damionmurray8244 Be grateful it's not Apple selling them.
Very similar to Microsoft in the 80s & 90s - right down to showing an older titan how it’s done 💁♂️
Nvidia is such a great company but I don’t believe the valuation is there right now
Reminds me of Covid SPACS
This kinda went completely different 🤣🤣🤣🤣
@@SA-nu2soyea it has like doubled since this comment
@@SuperPlayzthanks for admitting how wrong you were.
This comment thread is literally one of those "I told ya" Moments that I rarely see on internet
Does anyone else remember Intel at the height of the internet bubble? And Intel didn't even have competition for PCs. Intel's stock still hasn't recovered.
This dude Jensen is truly the father of AI
I think so too. He is one who made AI works with 1 million times proccessing power in 10 years
Under the radar is a bit stong. I'd say a "Company on the Cutting Edge."
Yeah I didn't understand this either😂 They are like the go to brand for graphics cards😂
I think they mean for the general public. We know what gpus like the RTX 4090, A6000, A100, H100 (etc.) are but members in my family don't even know who Nvidia is.
@@ps3guy22 i told my parents they should invest in nvidia/amd and they were like "whats dat?"
Market capitalization of NVIDIA (NVDA)
Market cap: $1.013 Trillion
As of June 2023 NVIDIA has a market cap of $1.013 Trillion. This makes NVIDIA the world's 6th most valuable company
Now it is a 2.7T company
jensen bet his company on AI 10 years ago. he is well deserved for being the AI king, and invented the AI market
I think Cathie Woods made a mistake exiting from Nvidia.....
Cathie Woods is always making mistakes
i find it hard to believe AMD or Intel could not do it. either way, here's hoping they catch up so we, consumers, have options.
Nvidia almost has a monopoly over the Machine Learning space.
Most ML models are built using CUDA, which is a proprietary Nvidia platform. It is hard to get current ML developers/scientists to learn new platforms unless they offer good incentives.
Both AMD and Intel opt for their own platforms plus conversion toolkits. Intel has some edge over AMD that they can run some lighter Machine Learning models in integrated GPU in their CPU, in addition to that most Intel consumer GPUs can run ML models on Windows, while AMD is a bit vague on it.
AI didn’t suddenly appear in 2023. It’s been in the background for well over a decade making incremental gains.
The hype will die. Randoms will consider AI a flop and eventually AI will be handled by dedicated processors which are easily 10 times more efficient. Nvidia will have to pivot and make AI accelerators or microsoft and google will make their own; or any of the random mostly private smaller companies will win (e.g. Cerebras). Nvidia has an API; computationally they don’t have anything. Fabrication wise they don’t have anything either; they just fab at TSMC like everyone else.
The hype will eventually die and P/E will collapse to something more reasonable for a fast growing company (e.g. 50). Which comaony eventually wins when AI becomes useful I don’t know; but I’d rather bet on Microsoft or Google than Nvidia and I’d much rather own TSMC which will be fabing the product no matter who designs it.
Yes, and a lot many options. Startups have already launched AI chip that deliver better performance than that of Nvidias gpus. Their growth is restricted just because of the issues going on between countries.
so in the end it is TSMC that is really the most crucial.
And this video is about why NVIDIA no longer cares about the gaming community and consumers because it's all about stocks and market price and pleasing shareholders. It'll all about money now.
Their next goal should be Quantum computers
there fantasy and not viable atleast for now and very long time
I'm getting a sense of deja vu. Wasn't there an article titled "Why Internet Is Cisco's Key to Its Half Trillion Valuation?"
2:43 ↓e↑
Nvidia is worth 6X as much as Intel today. Think about where they were back in the 2000s.
Paper value intel will come back once 18a is released that’s why I’m long intel and short nvidia
@@B21_raider I hope so! Intel needs to catch back up in the chip game.
@@B21_raider😂😂
At this point I'm only investing in Nvidia to maximize profits. Nobody is more pure play Ai. Nobody collects Ai profits earlier. There's a time to diversify and a time to concentrate. This is the time to concentrate on the manifester of Ai, Nvidia.
Dozens of companies are pure play AI and nVidia is not an AI company. They make graphics cards which are ill suited to AI. They exist off the shelf and have an API that is well understood. But the future is dedicated processors and nVidia has to pivot and show that they can catch up.
@@soylentgreenb 80% of Ai chips come from Nvidia. 20% from AMD. There is no Ai without Nvidia.
@@lawrencefearon6830 That’s not sure to be the same in the future... Nvidia did invent the GPU, though.
Under the radar? Really? Who else do people think of when going for graphics
4:29 spoken like a true addict
other companies are going to lean forward and up the specs on their own gpu - adding more ram to handle the LLM models is a big factor so expect amd and intel to pressure nvidia going forward -this competition in the ai modeling space will benefit everyone and we should see major gains made in ai enterprise to filter down more to prosumer and consumer mkt segments going forward - ai is not a fad and everyone wants a piece of the action. #erdos number
Next bubble here we go
😂 haters.. we'll see
sad that it screws over regular people until it pops just like with bitcoin
@@squidwardo7074I own Bitcoin, but I realize that it has no intrinsic value. AI is the future of EVERYTHING! From war to longevity…I agree that these types of chips will become commodities, but we’re not there yet. This has only just begun. Hope you’re not short…..
In what world is Nvidia "under the radar" or "not a household name"?! Have you EVER bought a PC or played a video game in your life?!
under the radar mean 98% of people missed the boat. until every penstion fun starts to buy, it ramains under radar
Sound credible! 💥
Good for nVidia, bad for gamers. They'll keep driving up the prices since they don't need to sell to individual customers anymore.
i need a digital twin.
Sad for gamers tho, geforce cards are hella expensive and their "budget" options are a scam
ask will ai work in computers which have nvidia?
Nice Analysis with regards By Adv T E Barat Bushan Senior Advocate Member of MHAA Chennai
NVIDIA ❤
my fatehr works for nvidia.
With startups already getting ahead of Nvidia's GPUs, it's doubtful that Nvidia can keep its lead in the AI chip industry.
All of these Trillion dollar companies are from the US😯
All until the American government and EU restrict or limit high end GPUs.
Which will happen as Ai is a security issue for governments.
@Banu Qurayza not really, why tf would they or any state (India, Russia, Japan, Korea, China, EU, USA, Brazil) be for the public to have unregistered access to high end ai systems that could do incredible damage???
They would probably make it so using them would require your name/ID.
Could even see the UN agreeing on some motion around it as virtually no government likes it
Oh calm down that’s not how it works.
Not how it would work bud. Their own countries would fall behind as Russia or China advance
The market will take care of that, why would Nvidia sell Gaming GPU's when they can use the same silicon to sell extremely expensive AI Hardware.
@@publicspeaker4009 how it works now…
All I know is we Humans will not be going to the other side of the Singularity that we built.
my father works for nvidia he can offer a job or intern to any colelg studetns from the top 30 unvieities with at least 3.6 gpa and cs degree or major.
Nvidia is god🙏 to gamers like us. It's charm is magical.❤❤🎉🎉
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
We have learnt in investing journey that you can't control the market but you have the power to control your actions in the market.
"under the radar company" bro nvidia been had the dominant share of gpus in most computers forever
Stock market lunacy is the key to a $1 trillion market capitalization.
Everyone keeps saying that their Chap bot will change everything…. Eventually so just keep giving us money.
Did you guys say AI?!
cars, pc, robots, cryptocurrency mining, AI and ........
Nvidia is like the shovel and pick of all industry right now that powers everything.
Crediting NVDA to the success of every AI use case is discrediting the core contributions by Models and Algorithms that make this domain successful. GPUs will be replaced with power efficient and cost effective devices.
NVDA systems only scale by adding new large resources. Increasing costs and making it impossible to break even for businesses.
the majority do run nvidia though nvidias cuda is the best platform out there atm
PyTorch, Tensorflow, Keras, and more are the libraries used for AI, ML, DL models. Cuda is not a dependency, this could get replaced with something that doesn't need GPUs. Assuming cuda, essentially NVDA will contribute to growth of AI use cases is the stock traders lack of knowledge.
Hey can I ask you dorks a question? I'm looking to invest in a MacBook pro with the M1 chip.
How future proof is that laptop for graphics and video editing work vs a cheaper brand with separately purchased graphics cards?
For the money which one is the better value?
@@AntonioPerez-zk2mb If the programs you need on mac only work on mac or you need to move it around easily then get a mac. Otherwise get a desktop. You can do so much more with windows and most windows laptops aren't very good
marines and navy
Under the radar?? How can this news channel simultaneously credit video games as the biggest entertainment industry and yet not recognize the cornerstone technology it uses? 😂
because the people who wrote this are over the age of 30. I don't know a single person my age who doesn't know of nvidia/amd, yet none of my family does
องค์ประกอบ ai สำเร็จ
- ทุกส่วนที่เกี่ยวข้อง
ไฟฟ้า chip knowhow
R&D education
- การจะสร้างอุต ai ให้สำเร็จ
Arrived here at 2 views only
nvidia!!!!!!!!!!!!!!!!!
Did you just call Nvidia an "under the radar" graphics processor? This is why I hate mainstream media
What good are these chips if only tech giants and governments can afford them?
What good are MRI machines if only big hospitals can afford them? What good are fighter jets if only governments can buy them?
"$1 Trillion Valuation" eh?!
how about lowering the prices on GPU's back to pre-crypto mining inflation?! , now that they milked everyone because of a few crazy miners, it would be nice to come back down to earth again!
# makeDIY PC's great again!
Sronk
yes they are, gold is a valuable resource to the United States mining industry.
Elon musk: 🤔
This is your time to short brothers
Thanks to shorts sellers we got here today 😂
I'm sorry
AI needs to be regulated. There is no benefit to free-will AI. We should have AI that is advanced and intelligent, but no free will or sentience.
All gamers must buy amd gpu and free Nvidia up to make more Ai modules
You should include Saudi Aramco at the start of the video
No, they only list like 1% of their total shares on the stock exchanges, so kind of fraud
tesla hit the 1 trillion club too but fell of and now is on the rising
marine and navy!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
No insider buy since 2021, but yeah, great company :D
Well, insider buying is a great indicator, but why not just use common sense? What has the price per share done since 2021?
👆This is how we got here
the stock is overvalued who cares as long as I am in. I love tech, but I love $$ too
i have to beocme a pilot!!!!!!!!!!!! work in the west bay or become an admiral!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
estj istp !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Tarea 19
Let's just wait and see as they are completely lost their mind at the mainstream GPU market by giving underpowered specs for a sky high price. These talks about AI while not really providing the computational power to the masses at a reasonable price are a complete joke.
⬛
Just Bubble
overvalued... As if nvidia has a monopolyon AI, it hasn't... far from it.
they have a monopoly on the GPU's that power AI
CUDA platform is kinda the monopoly on everything regarding AI neural networks. Try some AI software on your PC and most will refuse to work with AMD GPUs.
@@YoloCholos no they don't.
@@Capeau When you come back to reality let us know
taoxiahsheng gaozongwu!!!!!!!!!!!!!!!!!!!!!!!
Too much hype over inflated Nvidia's current value though, $500 billion seems fair
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This stock will fall faster than intel did
Elon is a honest man, that tells all
they shouldn't sell not one chip to China
Their next goal should be Quantum computers
What? Do you guys just put “Quantum” in front of everything? 😂😂