Quotes
On peak earnings power we still see the stock as less expensive than other AI beneficiaries, while everything else in semis continues to suffer from cyclical pressures,
the analyst said
No demand slowdown in sight, as Nvidia expects worldwide data center 'modernization' from coding to generating AI to be ongoing over the next five years,
the firm saidAll indications continue to be that there will be a strong Blackwell ramp, though supply will be the limiter for Blackwell through CY25,
he saidWe believe the path to $4 trillion market cap and beyond is now laid out by Nvidia and this is bullish for the broader tech rally into year-end and 2025,
he saidAI is big and could be bigger than world changing events like the PC, smartphone, Internet, etc,
he said.jpg)
Whatever the new administration decides, we will, of course, support the administration" and "fully" comply with any new regulations
Huang said
Demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training, and inference,
he saidFoundation model pre-training scaling is intact and it's continuing,
Huang saidYou know, the next generation starts at 100,000 Blackwells,
Huang saidThe longer it thinks, the better and higher quality answer it produces,
Huang saidThe age of AI is in full steam, propelling a global shift to NVIDIA computing,
Nvidia CEO Jensen Huang said
Investors have become accustomed to huge beats from this company, but doing that is getting harder and harder,
said Ryan Detrick, chief market strategist at Carson Group
Rumblings of potential supply chain issues are clearly causing some concerns,
said analyst Bob O'Donnell of TECHnalysis Research
If there was another company that was about to sneak up and was nibbling at them, then [Blackwell pushouts] would be a problem,
Jim said
I say own it, don't trade it,
Jim Cramer said Tuesday, as he tried to peer through the thicket of hype and stay focused on Nvidia's bright multiyear outlookThere's two things you need to know about Nvidia,
Jim continuedKeep an eye on GM [gross margin],
analysts at Bank of America told clients in a note SundayWhile we expect to hear Blackwell called out as a revenue generator in both CQ3 and ramping in CQ4, we believe any slippage in Blackwell will likely be replaced with Hopper, offering downside protection on revenue,
analysts wroteAs you know, this is an empirical law, not a fundamental physical law, but the evidence is that it continues to scale. What we’re learning, however, is that it’s not enough,
said Huang
Our hopes and dreams are that someday, the world does a ton of inference, and that’s when AI has really succeeded,
said Huang