Nvidia News
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The fool did emphasise the reduction in gross margin as a red flag …bless them
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Margins are guided back to 72. The guide is 45b but noted would have been 53b(wow) if h20 hadn’t been banned. Just crazy. The best company on the planet. It’s circa 140 ah. Cheap imo
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If h20 had not been banned on April 9 they said their numbers would have been q1 guide 42, actual 46.5, q2 guide 53b. Just ridiculous. It’s not slowing down. They think the China market will be worth 50b in a year or so-mostly handed to Huawei unless trump rethinks.
Shipping 72,000 Blackwell per week and increasing. See previous chart above. Close to 1m chips this quarter. The figures in the chart I put together a month or so ago look accurate
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946k chips in the table. 72x13 =936k!
Huang said they will keep their supply chain very busy for ‘many years’ remember, this is a cowos capacity constraint. Scheduled to double this year and next. -
Blackwell racks are now bug free and yield has improved. Huang said the move to b300/ultra will be seamless and as it utilises the same architecture as b200 odm’s(Smci) will have a much easier process ‘plug/play’, which bodes well fir their margin!. Ultra will ship this quarter-this is 6 months ahead! Nice. The September Smci quarter looks to be a monster
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‘We have line of sight for as yet unannounced AI factories in the 10s of GW’. 1 GW is 40-50b. Safe to say they have 1 trillion of backlog!
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The era of robotics is here, billions of robots, hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories and warehouses will be developed.
I’m on an iPad -on holiday so excuse the short blurbs -
And with respect to further announcements, I'm going to be on the road next week through Europe. And it's -- just about every country needs to build out AI infrastructure and their umpteenth AI factories being planned. I think in the remarks, Colette mentioned there's some 100 AI factories being built. There's a whole bunch that haven't been announced.
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The era of robotics is here, billions of robots, hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories and warehouses will be developed.
I’m on an iPad -on holiday so excuse the short blurbsLike what exIM said - happy hols Adam. I hope they are going well. Don't work too hard - the clue is in the name ("holiday")!
@Adam-Kay said in Nvidia News:
The era of robotics is here, billions of robots, hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories and warehouses will be developed.
Am I the only one who can hear this being said in a Trump voice and finding it quite amusing ... ?
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Fantastic news…..
A few people eating humble pie
Have a great break Adam and really appreciate all your insights etc -
They have pretty much modelled their go fwd revenue by quarter at +8b qoq. 47/55/63/81/90. With Rubin dropping in dec/jan we will see another increase due to higher ASP. Remember `Rubin is packaged in the same lines as Blackwell so we won’t see the fade/ramp during the switch.
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Enjoy your holibobs!
We’re in Pamplona, having driven down the west coast of France visiting places for a couple of days along the way: the weather has been fabulous (although it did hit 35° yesterday, which is too hot for me 🥵).
Should cool a little from Sunday around here, which is good, as I am walking 80 miles of the Camino Norte with a pal & his son
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It’s netting a bit over 4%. It’s as safe as any bank deposit-if diversify = safer then more so. Comparing like for like I doubt the 4.26% you quote is ‘on-call’. I would guess that’s a locked in rate. Our MM is a daily rate.
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I've just bought a 5080 GPU, doing my part to bump up the share price...
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Samsung’s integration of Perplexity AI into its Galaxy ecosystem, including the Galaxy S26 series launching in 2026, is a landmark deal. Valued at $9 billion after a $500 million funding round in December 2024(and $14B today), Perplexity AI, a search-focused AI platform, challenges Google’s dominance. Samsung’s move to preload Perplexity’s app and assistant, potentially as the default, and embed its technology into Bixby and Samsung’s browser, includes a significant investment from Samsung. This reduces reliance on Google’s Gemini, mirroring Apple’s multi-AI strategy. Perplexity’s major shareholders include NVIDIA, which invested across multiple rounds (January 2024: $73.6 million; April 2024: $63 million; December 2024: $500 million), alongside Institutional Venture Partners (IVP), Jeff Bezos and a few other heavy hitters. Exact ownership stakes are undisclosed, but NVIDIA and IVP are likely among the largest.
This partnership, Samsung’s biggest AI mobile deal and Perplexity’s largest mobile integration after Motorola, could skyrocket Perplexity’s user base and revenue.
Set for announcement soon, this bold move challenges Google’s Android AI dominance and signals Samsung’s intent to reshape the AI landscape, making it a pivotal industry shift. It has GOOG/Iphone vibes. Concerns for Google-no, it might even help their anti trust position in the market and drive them to innovate, faster.
Nice move by Nvidia -investing their $$ further up the value chain. At todays valuation this represents a 30X gain.
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Reports are circulating that Huawei’s Ascend AI chips, notably the Ascend 910C, are struggling to gain traction in China’s AI market, with some calling them subpar. The chips are reportedly plagued by overheating issues, which is a big red flag for reliability and has put off major Chinese tech firms, many of whom are Huawei’s rivals and wary of adopting its tech. Huawei’s software, the Compute Architecture for Neural Networks (CANN), is also lagging behind NVIDIA’s CUDA platform. CUDA’s well-established ecosystem and developer-friendly tools create a lock-in effect, making it tough for Huawei to compete, as CANN struggles with compatibility and performance. While U.S. restrictions on NVIDIA’s H20 GPUs have given Huawei a slight edge in China, its global ambitions are hamstrung by sanctions and supply chain woes. Production yields for the 910C, built on SMIC’s 7nm process, are reportedly stuck at around 30%, limiting scalability. Despite Huawei’s claims that the 910C rivals NVIDIA’s H100, these issues—overheating, weaker software, and geopolitical barriers—mean it’s got a steep hill to climb to challenge NVIDIA’s dominance in the AI chip race.
Don't count out the new Nvidia B20 (H20 replacement). Imo Nvidia is very much still in the China market. It's also a reminder-CUDA is king, not just the chip. 7nm vs TSMC 2nm/5nm and yields at 90%. Maybe Huawei needs some DLC
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JH is arriving in Europe this weekend and is due to meet many Heads of State as well as present at a couple of conferences. Likely we will hear of further Sovereign AI/Token factory initiatives next week! There could be a giant EU project brewing to rival Stargate.