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nVidia GPU - Το επίσημο νήμα συζήτησης.

captain kal

Death Knight
Joined
Dec 2, 2012
Messages
3,333
Ναυαρχούκο μου θα μου πάρεις κι εμένα μία; :Ρ

Και εγώ θέλω κ. Ναύαρχε!!!!


dave-chappelle-give-me.gif
 

Dim Gian Bot

Death Knight
Sign me up! Approval of the Admiral Born Leader PCMaster Veteran
Joined
Apr 2, 2016
Messages
3,984
Και εγώ θέλω κ. Ναύαρχε!!!!


dave-chappelle-give-me.gif

Προβλέπεται αιματηρή μάχη διεκδίκησης!!!111!!!

Στου Ναυαρχούκου την ποδιά σφάζονται παλικάρια. :Ρ
 

nitro912gr

Ancient Red Dragon
Approval of the Admiral PCMaster Veteran Klika Member
Joined
Nov 26, 2012
Messages
14,452

captain kal

Death Knight
Joined
Dec 2, 2012
Messages
3,333
Μια χαρά είναι και η απλή 4070, για όποιον ενδιαφέρεται (για 1440p Gaming)!!
 

Admiral

Ancient Red Dragon
Staff member
Joined
Nov 27, 2012
Messages
12,374
Δεν φτάνει που βγάζει τώρα ανούσιες υπερτιμημένες κάρτες, γυρνάει πίσω και χαλάει και τις προηγούμενες.
 

Norshgaath

Mind-flayer
Approval of the Admiral
Joined
Aug 3, 2023
Messages
1,849

Nvidia’s stock price is behaving oddly similar to Cisco’s stock of 2000. Its stock price has exploded over the last year just as Cisco’s stock price exploded in 1999. The article says: “This week Nvidia’s market cap passed the $1.8tn mark, leapfrogging Alphabet —whose 2023 net income was greater than Nvidia’s 2023 revenues — to become the third most valuable US company after Microsoft and Apple. Nvidia options have gone wild — Tesla wild.”

A discounted model that justifies the current “$740 share price simply requires that the company maintain a monopolist-like operating profit margin of 55 per cent for the next decade, while also growing sales tenfold, from $60bn a year to more than $600bn.”

Sounds easy right? AI is taking over the world so why shouldn’t the demand for Nvidia’s chips grow by more than ten-fold?

One problem is that “the entire industry sold $527bn worth of chips last year, according to the Semiconductor Industry Association.” So demand that takes Nvidia’s revenues to $600 billion is highly unlikely.

A second problem with Nvidia’s high valuation is the 55% operating margins. One analyst “points out that Nvidia’s unusual profitability is a recent phenomenon related to the very high prices pushed through in response to overwhelming demand:

The EBIT Margins were all over the place from 2014-2023 (range of 12-37 per cent) and certainly nowhere near a steady 55 per cent.” To achieve 55% would require further cataclysmic changes in AI.”

Perhaps these two problems are why Sam Altman wants $7 trillion to construct semiconductor factories that will fabricate semiconductor chips for training AI?

Yet investors are obviously being carried away by the AI hype, and thus overlook the above calculations in addition to the lack of successful applications.

Applications for AI are still very questionable, and thus the assumption that demand for AI chips will continue to grow like gangbusters is also questionable.

Optimists will focus on the videos produced by Sora and conclude that these videos will change everything in our economy, from how cars are produced to how homes are constructed, and healthcare is carried out.
More reasonable people will think differently.
One could also compare Nvidia’s fortunes to Tesla. Tesla’s share price has fallen about 30% in the last two months.
 

nitro912gr

Ancient Red Dragon
Approval of the Admiral PCMaster Veteran Klika Member
Joined
Nov 26, 2012
Messages
14,452
μακάρι να σκάσει στα μούτρα τους...
 

bald_killer

Death Knight
Joined
Jul 26, 2014
Messages
3,887
Οι αρκουδιάρηδες προσπαθούν πολύ σκληρά. Οι ανησυχίες τους είναι λες κ ζούμε στη dotcom φουσκα γτ κανένας δε χρησιμοποιεί το Internet πέρα από παράνομο κατέβασμα από Kazaa κ Mule.. Λες κ όλα είναι στάσιμα στη ζωή. #Νot. Συμφωνώ πως για την ώρα η χρήση του είναι αρκετά questionable, σίγουρα σε 15-20 χρόνια θα έχει πολύ περισσότερες χρήσεις.

Η Τεσλα έπεσε γτ επιτελους βρέθηκε ανταγωνιστής (BYD) κ μάλιστα από την (οικονομικα κατεστραμένη #Not) Κίνα.

MSN

  • If you had invested $1,000 in Nvidia a year ago, your investment would have tripled by about 225% and be worth around $3,248 as of Feb. 20.
  • If you had invested $1,000 in Nvidia five years ago, your investment would have increased by an eye-watering 1,015% and be worth around $17,542 as of Feb. 20.

  • If you had invested $1,000 in Nvidia 10 years ago, your investment would have soared by about 22,340% and be worth around $148,226 as of Feb. 20.
  • If you had invested $1,000 in Nvidia on Jan. 22, 1999 when Nvidia first went public, your investment would have grown by around 277,708% and be worth close to $2,784,065 as of Feb. 20.
 
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