Nvidia News
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NVIDIA and Foxconn: Monetising AI
NVIDIA's partnership with Foxconn provides a compelling example of AI moving beyond hype and delivering measurable commercial benefits.
Foxconn, the world's largest electronics contract manufacturer, is deploying NVIDIA's AI technology across its manufacturing operations, reporting remarkable initial results: over 90% improvement in defect-related processes, 50% less injection-moulding changeover work and 25% fewer labour hours spent on production scheduling.
With more than 200 manufacturing facilities globally, the potential savings are enormous.
Estimates suggest that a mature deployment could generate approximately $3 billion in annual productivity savings, against $1.5 billion in ongoing costs and an initial investment of $3ā5 billion.
The crucial point? NVIDIA isn't simply selling expensive chips. It's selling the infrastructure that enables customers to generate substantial financial returns.
Now multiply that opportunity across automotive, aerospace, pharmaceuticals, logistics and manufacturing worldwide.
This is how AI becomes an economic revolution.
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Well this is going to work wonders for the share price, Iām sure!
Nvidia launches investigation into CEO's affair with suspected Chinese spy
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Well this is going to work wonders for the share price, Iām sure!
Nvidia launches investigation into CEO's affair with suspected Chinese spy
@Cappo said in Nvidia News:
Well this is going to work wonders for the share price, Iām sure!
Nvidia launches investigation into CEO's affair with suspected Chinese spy
'Zactly what I came on here to say! Although NVDA is actually up a whisker in after-hours.
(And she's a pretty girl, so he's got taste...
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I've followed Jensen Huang closely for years, and throughout that time he has demonstrated nothing but integrity, exceptional leadership and an unwavering commitment to NVIDIA. He's also human, and whilst the allegations are disappointing, nothing illegal has been established.
I find it extremely difficult to believe that someone who has devoted his life to building one of the world's most important companies would knowingly jeopardise its future, his reputation or his country.
Crucially, an alleged personal indiscretion is not evidence of corporate misconduct, compromised technology or a national security breach. Those are very different things, and we should not confuse speculation with established facts.
Inevitably, those with vested interests will exploit the uncertainty, amplifying FUD to suit their own narrative. Ultimately, NVIDIA's investment case rests on its technology, competitive position, earnings and execution. None of those fundamentals has been shown to have changed.
Until credible evidence emerges to suggest otherwise, I see little reason to panic.
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Personal indiscretion is indeed different to corporate problems.
I guess that the big question is whether the fall-out will cause (or force) Jensen to step down as leader of the company. The company is much more than him, but his leadership has brought it to the position it is in now and the loss of that leadership would be a very large blow. I have no idea how likely this is to happen but hope that it doesn't.
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If he has done nothing wrong re sharing info then not a chance he will step aside.
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Fear and greed-they also offer opportunity. Nvidia is now 13X 2027 EPS and still growing at 50%.
I should add that the flip from green to red this afternoon was down to teh CPI-it came in 0.1% off expectation. 0.1%!
But other things being equal I'd expect the $ to strengthen a bit
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I would expect the board to act, today. Either they support him or he's out. It's a real surprise but it doesn't change the fact that the company is the far and away leader in AI infrastructure.
The board has many options including creating/assigning a new role-ousting entirely is of course the nuclear option. From an investment standing the stock is already driven down to a point where it becomes attractive regardless.