Nvidia

…And so I became a moderator of Android and Apple and Google as well as hardware and was watching, looking at Intel, Nvidia and AMD and all these other forms.…

…There's a physics based architecture called a state space model and some of the Nvidia nematron models that have come out are these hybrid state space model transformer model combinations, which is pretty cool.…

…on autonomous forklifts, ended up co founding a Palo Alto and London based AI lab now valued at US one point four or five billion dollars and is backed by the likes of natural Capital, Amazon, AMD, Nvidia and Google's chief scientist Jeff Dean.…

…His cost basis for both Amazon and Nvidia is just 16 cents.…

…We have developed technology backed by Nvidia, backed by seven Fortune 500 companies.…

…peaker A: I think it could be as real as Nvidia.…

…Rather than manufacturing the chips themselves, ARM designs the underlying chip architecture and licenses that intellectual property to companies like Apple, Qualcomm, Nvidia and several others.…

…He was asked about his plans for how many employees he'd have at NVIDIA over time.…

…You also have companies like Nvidia, Tesla, uh, the other chip makers.…

…So if you look at a company like Nvidia, uh, 27 times earnings, uh, and they stated expectations of increasing earnings by 70% uh, that is relatively uh, low valuation and similar uh, situation uh to a lesser extent is what we can expect everywhere else as AI…

…Brian Catantaro leads Nemotron, Nvidia's family of open foundation models.…

…Uh, a lot of them are stakes held by companies like Nvidia, uh, Alphabet.…

…Um, but again, when you look at the revenues of NVIDIA uh and or TSNC, right, a lot of them again, a lot of that is coming from these Chinese hyperscalers.…

…your agents are, what they can access, or how to stop them? On today's episode of the AI Proving Ground Podcast, we're talking with Dave Barry, a senior solutions architect and data scientist with NVIDIA to help translate NVIDIA's most advanced AI capabilities into real-world enterprise architectures and what it takes to take agents from testing to validation to production without creating risk.…

…Luna: And yet, the big AI infrastructure plays - NVIDIA, AMD, ARM - they're all getting hammered this week.…

…Yeah, and well, we had NVIDIA GTC the week before that.…

…Now you're like, okay, I'm going to go ride the coattails of AWS or Nvidia maybe.…

…driven, ChatGPT becoming the fastest growing product in history, Anthropic becoming the fastest growing company in history, soon to be a multi trillion dollar IPO in the next couple of weeks, NVIDIA becoming the most valuable company.…

…Uh, so, Azim, just for a bit of context and so people, uh, understand exactly what you do, uh, in February this year, the share price of Nvidia crashed by 20%, uh, because of the release of Deepseek.…

…My two wonderful guests for today, um, starting with Georgios from Nvidia.…

…peaker A: Yeah, I mean, Jensen Huang, CEO of Nvidia, said this a year ago.…

…Nvidia, you're going to give us, you know, 30 billion now.…

…Look at the numbers - NVIDIA and AMD are down this week, but ServiceNow and Salesforce are up.…

…So AI CapEx, uh when people think about AI CapEx, they mostly talk about Nvidia, right, and uh the US, uh, as you mentioned, hyperscalers, semiconu, semiconductor makers.…

…On the one hand, you have NVIDIA, still the dominant player, but down two and a half percent this week.…

…The stocks that benefited from the initial capex splurge - NVIDIA, AMD, Broadcom - are now facing tougher comparisons and questions about sustainability.…

…And this relatively small company at the time, Nvidia, was a, uh, world leader in graphics processing and had built this amazing gaming business around uh, how do you improve rendering for gaming in real time?…

…Uh, based up in Scandinavia and Europe's biggest native VC and the omnipresent Nvidia joining the round as well as a few other, but that, you know, that signals global confidence.…

…Uh, on this episode of Fintech Flow, we get into the AI tech bubble and how Nvidia swears it's not Enron.…

…And then we recruited Nvidia and AMD, huge AI chip companies.…

…AI related stocks have shown astronomical performance, led by Nvidia, the leading developer of computer chips for AI.…

…Shane Adams: So 10 federal, uh, player in, in the self storage industry just announced that they hired a Chief AI officer and they hired him from Nvidia.…

…We know data centers need Nvidia chips, but they also need a lot of other things, including memory.…

…Google, Alphabet, whatever the company calls itself, Nvidia.…

…I've been seeing the headlines too - Oracle, Palantir down 16 percent, even NVIDIA off 7 percent.…

…NVIDIA is one of our biggest partners providing the level of compute, which is really a core requirement for this kind of approach to be successful.…

…Uh, Nvidia, uh, a business that I do a lot of work with at the moment.…

…Lucas: So NVIDIA is down seven-point-seven percent over the past five days.…

…The um, compute power is sort of defined by Nvidia and a couple other companies at the moment who own the data centers.…

…I get the same impression from a lot of the commercial leaders about how they look at Jensen Huang and Nvidia.…

…00:09:57,279 Is that what you mean? 202 00:09:57,600 - > 00:09:59,360 Scott Stafford: I think that you also want to know where things 203 00:09:59,360 - > 00:10:02,480 are going, but understand what NVIDIA is offering, understand, 204 00:10:02,480 - > 00:10:04,639 you know, where this whole thing is going.…

…Um, the AI industry is kind of defined by these circular deals as best evidenced by Nvidia investing in OpenAI which then buys chips from Nvidia.…

…And we see that already with Nvidia not really doing that well anymore.…

…And you've advised people like Nakia CEO on a billion dollar partnership with Nvidia and what you've called the AI super cycle.…

…As a you know, a lot of the growth appears to be driven by SK Hynix playing a supplier role of HBM to NVIDIA.…

…NVIDIA off seven percent in five days.…

…Anyone following this knows Nvidia has essentially been the, you know, the bottleneck.…

…So it's the growth really that's been pumped into the entire ecosystem by Nvidia, Anthropic, pushing the boundaries and pushing into bigger and bigger investments.…

…I am also very pleased to be joined by the fantastic Pahal at Nvidia, where welcome.…

…like SanDisk, who isn't the best part, you know, solid state manufacturer in the world, although I think they own a few good ones, um, has gone up that much you can only imagine, you know, the Nvidia's of the world, they've also skyrocketed.…

…Just the last week looked like this right the big tech stocks and the big AI stocks off the front burner there with Alphabet fallen more than 6 uh percent Nvidia down heavily.…

…The round was anchored by strategic partners, including Amazon, Nvidia, and SoftBank, with continued participation from Microsoft and co-led by SoftBank alongside a roster of major investment firms.…

…In today's special episode, we go to this spring's graduation ceremonies where top leaders from NVIDIA, Walmart, Goldman Sachs, and more.…

…Also, I would also say that they collaborate with other vendors in our program as well, like Nvidia to name to name just one, to create actually those true multi vendor engagements and solutions, and that ability actually to integrate and partner so well with other technologies that make Cisco really a perfect fit if…

…So the first one is Nvidia.…

…That's why NVIDIA is doing so well.…

…That's a massive turnaround that at least many of us didn't see coming to the US And Nvidia got involved with intel, but a massive, massive Turnaround, up about 260% year to date.…

…The Magnificence 7 includes heavyweights like Nvidia, the chip making Titan Alphabet, Google's parent company, iPhone maker Apple, software giant Microsoft, E commerce leader Amazon social media powerhouse Meta Platforms and electric vehicle pioneer Tesla.…

…T Mobile is making significant moves in the 5G space, solidifying its partnership with chip giant Nvidia Moffett Nathanson analyst Craig Moffett upgraded T Mobile US Inc.…

…But you know the interesting thing about that is Nvidia commands like 90% of the trades within the stock market.…

…Um, you know clearly right now pole position is, is Nvidia.…