How Nvidia's AI Strategy Fueled Its $1 Trillion Valuation | WSJ
Thanks to AI, chip maker Nvidia broke into the exclusive club of companies, like Apple and Microsoft, that have a $1 trillion market cap. Nvidia’s chips power generative AI like OpenAI’s ChatGPT by being able to do lots of complex computations simultaneously. As Nvidia keeps powering tech giants like Google and Amazon, can the chip company keep up with demand?
WSJ’s Asa Fitch breaks down how the company got there - and why AI is fueling the company’s rapid growth.
0:00 Nvidia added $183.8 billion in market value in one day
0:43 How Nvidia got here
1:47 Nvidia and AI
4:18 Supply-chain issues
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#Nvidia #AI #WSJ
Пікірлер: 142
Everyone is running into the goldmine and Nvidia is at the door handing out shovels 😂
@damionmurray8244
11 ай бұрын
Not handing out shovels....selling them!
@Mosopia
10 ай бұрын
@@damionmurray8244 not just selling them, sell them with 4,5,6 digits
@Belaziraf
10 ай бұрын
@@damionmurray8244 Be grateful it's not Apple selling them.
@zabrak999
9 ай бұрын
Very similar to Microsoft in the 80s & 90s - right down to showing an older titan how it’s done 💁♂️
Nvidia never stop innovating. I also wonder why Micron has not seen a similar increase in value as they are also integral part of data center business.
@B21_raider
11 ай бұрын
They got banned by China in areas of critical infrastructure also micron makes memory which is a commodity and has had the worst 2 years Samsung Hynix micron all posting huge losses
Market capitalization of NVIDIA (NVDA) Market cap: $1.013 Trillion As of June 2023 NVIDIA has a market cap of $1.013 Trillion. This makes NVIDIA the world's 6th most valuable company
Does anyone else remember Intel at the height of the internet bubble? And Intel didn't even have competition for PCs. Intel's stock still hasn't recovered.
jensen bet his company on AI 10 years ago. he is well deserved for being the AI king, and invented the AI market
Nvidia is such a great company but I don’t believe the valuation is there right now
@TaataGeo
11 ай бұрын
Reminds me of Covid SPACS
@SA-nu2so
2 ай бұрын
This kinda went completely different 🤣🤣🤣🤣
@SuperPlayz
2 ай бұрын
@@SA-nu2soyea it has like doubled since this comment
@okman9684
27 күн бұрын
@@SuperPlayzthanks for admitting how wrong you were. This comment thread is literally one of those "I told ya" Moments that I rarely see on internet
This dude Jensen is truly the father of AI
@MARKXHWANG
11 ай бұрын
I think so too. He is one who made AI works with 1 million times proccessing power in 10 years
This is a really good base-level explanation. Nice job.
I think Cathie Woods made a mistake exiting from Nvidia.....
@georgebeez-ee39
2 ай бұрын
Cathie Woods is always making mistakes
And this video is about why NVIDIA no longer cares about the gaming community and consumers because it's all about stocks and market price and pleasing shareholders. It'll all about money now.
Under the radar is a bit stong. I'd say a "Company on the Cutting Edge."
@middelz2
11 ай бұрын
Yeah I didn't understand this either😂 They are like the go to brand for graphics cards😂
@ps3guy22
11 ай бұрын
I think they mean for the general public. We know what gpus like the RTX 4090, A6000, A100, H100 (etc.) are but members in my family don't even know who Nvidia is.
@squidwardo7074
11 ай бұрын
@@ps3guy22 i told my parents they should invest in nvidia/amd and they were like "whats dat?"
I'm getting a sense of deja vu. Wasn't there an article titled "Why Internet Is Cisco's Key to Its Half Trillion Valuation?"
Their next goal should be Quantum computers
@emeraldbonsai
11 ай бұрын
there fantasy and not viable atleast for now and very long time
Nvidia is worth 6X as much as Intel today. Think about where they were back in the 2000s.
@B21_raider
11 ай бұрын
Paper value intel will come back once 18a is released that’s why I’m long intel and short nvidia
@JTMarlin8
11 ай бұрын
@@B21_raider I hope so! Intel needs to catch back up in the chip game.
@mikelay5360
11 ай бұрын
@@B21_raider😂😂
i find it hard to believe AMD or Intel could not do it. either way, here's hoping they catch up so we, consumers, have options.
@ssdrbx6180
11 ай бұрын
Nvidia almost has a monopoly over the Machine Learning space. Most ML models are built using CUDA, which is a proprietary Nvidia platform. It is hard to get current ML developers/scientists to learn new platforms unless they offer good incentives. Both AMD and Intel opt for their own platforms plus conversion toolkits. Intel has some edge over AMD that they can run some lighter Machine Learning models in integrated GPU in their CPU, in addition to that most Intel consumer GPUs can run ML models on Windows, while AMD is a bit vague on it.
@soylentgreenb
11 ай бұрын
AI didn’t suddenly appear in 2023. It’s been in the background for well over a decade making incremental gains. The hype will die. Randoms will consider AI a flop and eventually AI will be handled by dedicated processors which are easily 10 times more efficient. Nvidia will have to pivot and make AI accelerators or microsoft and google will make their own; or any of the random mostly private smaller companies will win (e.g. Cerebras). Nvidia has an API; computationally they don’t have anything. Fabrication wise they don’t have anything either; they just fab at TSMC like everyone else. The hype will eventually die and P/E will collapse to something more reasonable for a fast growing company (e.g. 50). Which comaony eventually wins when AI becomes useful I don’t know; but I’d rather bet on Microsoft or Google than Nvidia and I’d much rather own TSMC which will be fabing the product no matter who designs it.
@salesmaniacs
8 ай бұрын
Yes, and a lot many options. Startups have already launched AI chip that deliver better performance than that of Nvidias gpus. Their growth is restricted just because of the issues going on between countries.
other companies are going to lean forward and up the specs on their own gpu - adding more ram to handle the LLM models is a big factor so expect amd and intel to pressure nvidia going forward -this competition in the ai modeling space will benefit everyone and we should see major gains made in ai enterprise to filter down more to prosumer and consumer mkt segments going forward - ai is not a fad and everyone wants a piece of the action. #erdos number
4:29 spoken like a true addict
Under the radar? Really? Who else do people think of when going for graphics
so in the end it is TSMC that is really the most crucial.
Sound credible! 💥
In what world is Nvidia "under the radar" or "not a household name"?! Have you EVER bought a PC or played a video game in your life?!
@MARKXHWANG
11 ай бұрын
under the radar mean 98% of people missed the boat. until every penstion fun starts to buy, it ramains under radar
At this point I'm only investing in Nvidia to maximize profits. Nobody is more pure play Ai. Nobody collects Ai profits earlier. There's a time to diversify and a time to concentrate. This is the time to concentrate on the manifester of Ai, Nvidia.
@soylentgreenb
11 ай бұрын
Dozens of companies are pure play AI and nVidia is not an AI company. They make graphics cards which are ill suited to AI. They exist off the shelf and have an API that is well understood. But the future is dedicated processors and nVidia has to pivot and show that they can catch up.
@lawrencefearon6830
11 ай бұрын
@@soylentgreenb 80% of Ai chips come from Nvidia. 20% from AMD. There is no Ai without Nvidia.
@Laminar-Flow
7 ай бұрын
@@lawrencefearon6830 That’s not sure to be the same in the future... Nvidia did invent the GPU, though.
2:43 ↓e↑
Good for nVidia, bad for gamers. They'll keep driving up the prices since they don't need to sell to individual customers anymore.
Sad for gamers tho, geforce cards are hella expensive and their "budget" options are a scam
Next bubble here we go
@mikelay5360
11 ай бұрын
😂 haters.. we'll see
@squidwardo7074
11 ай бұрын
sad that it screws over regular people until it pops just like with bitcoin
@apophisxo4480
3 ай бұрын
@@squidwardo7074I own Bitcoin, but I realize that it has no intrinsic value. AI is the future of EVERYTHING! From war to longevity…I agree that these types of chips will become commodities, but we’re not there yet. This has only just begun. Hope you’re not short…..
All of these Trillion dollar companies are from the US😯
Nice Analysis with regards By Adv T E Barat Bushan Senior Advocate Member of MHAA Chennai
"under the radar company" bro nvidia been had the dominant share of gpus in most computers forever
i need a digital twin.
All I know is we Humans will not be going to the other side of the Singularity that we built.
With startups already getting ahead of Nvidia's GPUs, it's doubtful that Nvidia can keep its lead in the AI chip industry.
ask will ai work in computers which have nvidia?
Stock market lunacy is the key to a $1 trillion market capitalization.
my father works for nvidia he can offer a job or intern to any colelg studetns from the top 30 unvieities with at least 3.6 gpa and cs degree or major.
Everyone keeps saying that their Chap bot will change everything…. Eventually so just keep giving us money.
Nvidia is god🙏 to gamers like us. It's charm is magical.❤❤🎉🎉
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
@farehtinyilmaz851
11 ай бұрын
We have learnt in investing journey that you can't control the market but you have the power to control your actions in the market.
NVIDIA ❤
my fatehr works for nvidia.
nvidia!!!!!!!!!!!!!!!!!
All until the American government and EU restrict or limit high end GPUs. Which will happen as Ai is a security issue for governments.
@raquetdude
11 ай бұрын
@Banu Qurayza not really, why tf would they or any state (India, Russia, Japan, Korea, China, EU, USA, Brazil) be for the public to have unregistered access to high end ai systems that could do incredible damage??? They would probably make it so using them would require your name/ID. Could even see the UN agreeing on some motion around it as virtually no government likes it
@publicspeaker4009
11 ай бұрын
Oh calm down that’s not how it works.
@squishtomar1676
11 ай бұрын
Not how it would work bud. Their own countries would fall behind as Russia or China advance
@ecognitio9605
11 ай бұрын
The market will take care of that, why would Nvidia sell Gaming GPU's when they can use the same silicon to sell extremely expensive AI Hardware.
@raquetdude
11 ай бұрын
@@publicspeaker4009 how it works now…
cars, pc, robots, cryptocurrency mining, AI and ........ Nvidia is like the shovel and pick of all industry right now that powers everything.
Did you just call Nvidia an "under the radar" graphics processor? This is why I hate mainstream media
marines and navy
yes they are, gold is a valuable resource to the United States mining industry.
Did you guys say AI?!
Under the radar?? How can this news channel simultaneously credit video games as the biggest entertainment industry and yet not recognize the cornerstone technology it uses? 😂
@squidwardo7074
11 ай бұрын
because the people who wrote this are over the age of 30. I don't know a single person my age who doesn't know of nvidia/amd, yet none of my family does
Arrived here at 2 views only
What good are these chips if only tech giants and governments can afford them?
@Ardarail
27 күн бұрын
What good are MRI machines if only big hospitals can afford them? What good are fighter jets if only governments can buy them?
Crediting NVDA to the success of every AI use case is discrediting the core contributions by Models and Algorithms that make this domain successful. GPUs will be replaced with power efficient and cost effective devices.
@aacasd
11 ай бұрын
NVDA systems only scale by adding new large resources. Increasing costs and making it impossible to break even for businesses.
@emeraldbonsai
11 ай бұрын
the majority do run nvidia though nvidias cuda is the best platform out there atm
@aacasd
11 ай бұрын
PyTorch, Tensorflow, Keras, and more are the libraries used for AI, ML, DL models. Cuda is not a dependency, this could get replaced with something that doesn't need GPUs. Assuming cuda, essentially NVDA will contribute to growth of AI use cases is the stock traders lack of knowledge.
@AntonioPerez-zk2mb
11 ай бұрын
Hey can I ask you dorks a question? I'm looking to invest in a MacBook pro with the M1 chip. How future proof is that laptop for graphics and video editing work vs a cheaper brand with separately purchased graphics cards? For the money which one is the better value?
@squidwardo7074
11 ай бұрын
@@AntonioPerez-zk2mb If the programs you need on mac only work on mac or you need to move it around easily then get a mac. Otherwise get a desktop. You can do so much more with windows and most windows laptops aren't very good
Elon musk: 🤔
องค์ประกอบ ai สำเร็จ - ทุกส่วนที่เกี่ยวข้อง ไฟฟ้า chip knowhow R&D education - การจะสร้างอุต ai ให้สำเร็จ
Thanks to shorts sellers we got here today 😂
"$1 Trillion Valuation" eh?! how about lowering the prices on GPU's back to pre-crypto mining inflation?! , now that they milked everyone because of a few crazy miners, it would be nice to come back down to earth again! # makeDIY PC's great again!
This is your time to short brothers
Sronk
estj istp !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
marine and navy!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
AI needs to be regulated. There is no benefit to free-will AI. We should have AI that is advanced and intelligent, but no free will or sentience.
tesla hit the 1 trillion club too but fell of and now is on the rising
i have to beocme a pilot!!!!!!!!!!!! work in the west bay or become an admiral!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
I'm sorry
You should include Saudi Aramco at the start of the video
@R4dr1ar
11 ай бұрын
No, they only list like 1% of their total shares on the stock exchanges, so kind of fraud
👆This is how we got here
All gamers must buy amd gpu and free Nvidia up to make more Ai modules
Tarea 19
⬛
taoxiahsheng gaozongwu!!!!!!!!!!!!!!!!!!!!!!!
Just Bubble
LL natureza vidas que Deus criou a gente se vc quiser vir aqui na 🌎🌍🌎 de bom humor 🙏🏻🙌🏻 trazer em casa e o meu pai também não sei o tem nada em casa eyiye te ilumine te trato bem e ryiy ryiyry y vc não y não 🚫 a tu e o meu filho de eyiye te amo muito meu yitryiyry te tu não tem como não ser tu e a e a sua tia tá bom então vai y vc não vai fazer nada disso não é hoje y vc vai ficar com vc 🥺 que Deus abençoe 🤚🏻 de novo pra pedir pra eyiye yryiyey e vc como tá o povo da é muito bom pra vc não vai tu não vai ter nada de vc 🥺 que eu estou passando mas Deus está com todos nós estamos bem graças é vidas que Deus te abençoe e te falo se não for pra uma pessoa mais feliz com a gente tem que fazer o exame de é bom trabalho valeu meu amor por favor estou a disposição pra mim não é e eu não sei se vou conseguir ryiy não e não 🚫 a mãe tá bom pra vc e sua ex y tu tá bem é te mandar o dinheiro y vc não vai tu não vai uma coisa pra yiy de mim mesmo jeito 🥺🥺 e não tem ryiyeyiyry de em casa ryiyeyuyryyr um o ET y é o rei é muito especial e o y vc vai ficar é muito especial pra mim não y tá bom em casa ta bom vou falar pra te ver e vou fazer o bem tá bom pra todos amigos de verdade 💕 todos nós vamos tentar fazer o que fazer o bem de noite e dia yryiy yryiy yryiy e vc é muito é o é o eu não eyiyeyi yeyiye ti eyiye ryiyeyiyry iy uma 🕐 de mim mesmo eyiyeyyy é bom eu eyiye o meu tá o Ryan e em casa e a família e em casa e a família e os fã da música e o meu filho de Deus está no controle 🎮🎚️ e
No insider buy since 2021, but yeah, great company :D
@apophisxo4480
3 ай бұрын
Well, insider buying is a great indicator, but why not just use common sense? What has the price per share done since 2021?
Let's just wait and see as they are completely lost their mind at the mainstream GPU market by giving underpowered specs for a sky high price. These talks about AI while not really providing the computational power to the masses at a reasonable price are a complete joke.
the stock is overvalued who cares as long as I am in. I love tech, but I love $$ too
overvalued... As if nvidia has a monopolyon AI, it hasn't... far from it.
@YoloCholos
11 ай бұрын
they have a monopoly on the GPU's that power AI
@sapphyrus
11 ай бұрын
CUDA platform is kinda the monopoly on everything regarding AI neural networks. Try some AI software on your PC and most will refuse to work with AMD GPUs.
@Capeau
11 ай бұрын
@@YoloCholos no they don't.
@YoloCholos
11 ай бұрын
@@Capeau When you come back to reality let us know
Too much hype over inflated Nvidia's current value though, $500 billion seems fair
This stock will fall faster than intel did
Elon is a honest man, that tells all
they shouldn't sell not one chip to China
Their next goal should be Quantum computers
@CS-qc7np
11 ай бұрын
What? Do you guys just put “Quantum” in front of everything? 😂😂