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

  • @ramzic
    @ramzic11 ай бұрын

    Everyone is running into the goldmine and Nvidia is at the door handing out shovels 😂

  • @damionmurray8244

    @damionmurray8244

    11 ай бұрын

    Not handing out shovels....selling them!

  • @Mosopia

    @Mosopia

    10 ай бұрын

    @@damionmurray8244 not just selling them, sell them with 4,5,6 digits

  • @Belaziraf

    @Belaziraf

    10 ай бұрын

    @@damionmurray8244 Be grateful it's not Apple selling them.

  • @zabrak999

    @zabrak999

    9 ай бұрын

    Very similar to Microsoft in the 80s & 90s - right down to showing an older titan how it’s done 💁‍♂️

  • @ozandemiroz
    @ozandemiroz11 ай бұрын

    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

    @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

  • @letsplaywar
    @letsplaywar11 ай бұрын

    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

  • @MrGriff305
    @MrGriff30511 ай бұрын

    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.

  • @MARKXHWANG
    @MARKXHWANG10 ай бұрын

    jensen bet his company on AI 10 years ago. he is well deserved for being the AI king, and invented the AI market

  • @SuperPlayz
    @SuperPlayz11 ай бұрын

    Nvidia is such a great company but I don’t believe the valuation is there right now

  • @TaataGeo

    @TaataGeo

    11 ай бұрын

    Reminds me of Covid SPACS

  • @SA-nu2so

    @SA-nu2so

    2 ай бұрын

    This kinda went completely different 🤣🤣🤣🤣

  • @SuperPlayz

    @SuperPlayz

    2 ай бұрын

    @@SA-nu2soyea it has like doubled since this comment

  • @okman9684

    @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

  • @spitfire2885
    @spitfire288511 ай бұрын

    This dude Jensen is truly the father of AI

  • @MARKXHWANG

    @MARKXHWANG

    11 ай бұрын

    I think so too. He is one who made AI works with 1 million times proccessing power in 10 years

  • @chrisbaker9643
    @chrisbaker964311 ай бұрын

    This is a really good base-level explanation. Nice job.

  • @CarsandBikes
    @CarsandBikes11 ай бұрын

    I think Cathie Woods made a mistake exiting from Nvidia.....

  • @georgebeez-ee39

    @georgebeez-ee39

    2 ай бұрын

    Cathie Woods is always making mistakes

  • @christophersingh8123
    @christophersingh812311 ай бұрын

    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.

  • @justtyler.
    @justtyler.11 ай бұрын

    Under the radar is a bit stong. I'd say a "Company on the Cutting Edge."

  • @middelz2

    @middelz2

    11 ай бұрын

    Yeah I didn't understand this either😂 They are like the go to brand for graphics cards😂

  • @ps3guy22

    @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

    @squidwardo7074

    11 ай бұрын

    @@ps3guy22 i told my parents they should invest in nvidia/amd and they were like "whats dat?"

  • @salkryeful
    @salkryeful11 ай бұрын

    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?"

  • @JorgeRicardo540
    @JorgeRicardo54011 ай бұрын

    Their next goal should be Quantum computers

  • @emeraldbonsai

    @emeraldbonsai

    11 ай бұрын

    there fantasy and not viable atleast for now and very long time

  • @JTMarlin8
    @JTMarlin811 ай бұрын

    Nvidia is worth 6X as much as Intel today. Think about where they were back in the 2000s.

  • @B21_raider

    @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

    @JTMarlin8

    11 ай бұрын

    @@B21_raider I hope so! Intel needs to catch back up in the chip game.

  • @mikelay5360

    @mikelay5360

    11 ай бұрын

    ​@@B21_raider😂😂

  • @dablet
    @dablet11 ай бұрын

    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

    @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

    @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

    @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.

  • @shephusted2714
    @shephusted271411 ай бұрын

    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

  • @jtgd
    @jtgd11 ай бұрын

    4:29 spoken like a true addict

  • @eqrmn3934
    @eqrmn393411 ай бұрын

    Under the radar? Really? Who else do people think of when going for graphics

  • @kimeli
    @kimeli11 ай бұрын

    so in the end it is TSMC that is really the most crucial.

  • @gustavonegron5794
    @gustavonegron57947 ай бұрын

    Sound credible! 💥

  • @extremeguy967
    @extremeguy96711 ай бұрын

    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

    @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

  • @lawrencefearon6830
    @lawrencefearon683011 ай бұрын

    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

    @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

    @lawrencefearon6830

    11 ай бұрын

    @@soylentgreenb 80% of Ai chips come from Nvidia. 20% from AMD. There is no Ai without Nvidia.

  • @Laminar-Flow

    @Laminar-Flow

    7 ай бұрын

    @@lawrencefearon6830 That’s not sure to be the same in the future... Nvidia did invent the GPU, though.

  • @androidtv8114
    @androidtv811413 күн бұрын

    2:43 ↓e↑

  • @sapphyrus
    @sapphyrus11 ай бұрын

    Good for nVidia, bad for gamers. They'll keep driving up the prices since they don't need to sell to individual customers anymore.

  • @yurikadzz
    @yurikadzz11 ай бұрын

    Sad for gamers tho, geforce cards are hella expensive and their "budget" options are a scam

  • @louieuy7607
    @louieuy760711 ай бұрын

    Next bubble here we go

  • @mikelay5360

    @mikelay5360

    11 ай бұрын

    😂 haters.. we'll see

  • @squidwardo7074

    @squidwardo7074

    11 ай бұрын

    sad that it screws over regular people until it pops just like with bitcoin

  • @apophisxo4480

    @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…..

  • @dhirajpersonal5034
    @dhirajpersonal503410 ай бұрын

    All of these Trillion dollar companies are from the US😯

  • @baratbushan8230
    @baratbushan8230Ай бұрын

    Nice Analysis with regards By Adv T E Barat Bushan Senior Advocate Member of MHAA Chennai

  • @tttwotwelve
    @tttwotwelveАй бұрын

    "under the radar company" bro nvidia been had the dominant share of gpus in most computers forever

  • @lil----lil
    @lil----lil11 ай бұрын

    i need a digital twin.

  • @chrisklugh
    @chrisklugh11 ай бұрын

    All I know is we Humans will not be going to the other side of the Singularity that we built.

  • @salesmaniacs
    @salesmaniacs8 ай бұрын

    With startups already getting ahead of Nvidia's GPUs, it's doubtful that Nvidia can keep its lead in the AI chip industry.

  • @auro1986
    @auro198611 ай бұрын

    ask will ai work in computers which have nvidia?

  • @Don-md6wn
    @Don-md6wn11 ай бұрын

    Stock market lunacy is the key to a $1 trillion market capitalization.

  • @jarrodyuki7081
    @jarrodyuki70817 ай бұрын

    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.

  • @SpottedHares
    @SpottedHares11 ай бұрын

    Everyone keeps saying that their Chap bot will change everything…. Eventually so just keep giving us money.

  • @amateurgamer149
    @amateurgamer14911 ай бұрын

    Nvidia is god🙏 to gamers like us. It's charm is magical.❤❤🎉🎉

  • @darrenphilip247
    @darrenphilip24711 ай бұрын

    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

    @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.

  • @CasinoBaccaratKingmaker
    @CasinoBaccaratKingmakerАй бұрын

    NVIDIA ❤

  • @jarrodyuki7081
    @jarrodyuki70817 ай бұрын

    my fatehr works for nvidia.

  • @jarrodyuki7081
    @jarrodyuki70817 ай бұрын

    nvidia!!!!!!!!!!!!!!!!!

  • @raquetdude
    @raquetdude11 ай бұрын

    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

    @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

    @publicspeaker4009

    11 ай бұрын

    Oh calm down that’s not how it works.

  • @squishtomar1676

    @squishtomar1676

    11 ай бұрын

    Not how it would work bud. Their own countries would fall behind as Russia or China advance

  • @ecognitio9605

    @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

    @raquetdude

    11 ай бұрын

    @@publicspeaker4009 how it works now…

  • @rohullahkarimi8497
    @rohullahkarimi84977 ай бұрын

    cars, pc, robots, cryptocurrency mining, AI and ........ Nvidia is like the shovel and pick of all industry right now that powers everything.

  • @TheFinanceHub_
    @TheFinanceHub_11 ай бұрын

    Did you just call Nvidia an "under the radar" graphics processor? This is why I hate mainstream media

  • @jarrodyuki7081
    @jarrodyuki70817 ай бұрын

    marines and navy

  • @user-vh4ul5gc1k
    @user-vh4ul5gc1k2 ай бұрын

    yes they are, gold is a valuable resource to the United States mining industry.

  • @Masada1911
    @Masada191111 ай бұрын

    Did you guys say AI?!

  • @theoturner1137
    @theoturner113711 ай бұрын

    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

    @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

  • @satishawal7207
    @satishawal720711 ай бұрын

    Arrived here at 2 views only

  • @mattbegley1345
    @mattbegley13452 ай бұрын

    What good are these chips if only tech giants and governments can afford them?

  • @Ardarail

    @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?

  • @aacasd
    @aacasd11 ай бұрын

    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

    @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

    @emeraldbonsai

    11 ай бұрын

    the majority do run nvidia though nvidias cuda is the best platform out there atm

  • @aacasd

    @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

    @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

    @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

  • @MekeniGaming
    @MekeniGaming11 ай бұрын

    Elon musk: 🤔

  • @ER-sv1np
    @ER-sv1np11 ай бұрын

    องค์ประกอบ ai สำเร็จ - ทุกส่วนที่เกี่ยวข้อง ไฟฟ้า chip knowhow R&D education - การจะสร้างอุต ai ให้สำเร็จ

  • @boscostick3725
    @boscostick372511 ай бұрын

    Thanks to shorts sellers we got here today 😂

  • @mho...
    @mho...11 ай бұрын

    "$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!

  • @cryptobro0
    @cryptobro011 ай бұрын

    This is your time to short brothers

  • @WorstDTHRPlayer
    @WorstDTHRPlayer11 ай бұрын

    Sronk

  • @jarrodyuki7081
    @jarrodyuki70817 ай бұрын

    estj istp !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  • @jarrodyuki7081
    @jarrodyuki70817 ай бұрын

    marine and navy!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  • @tnndll4294
    @tnndll429411 ай бұрын

    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.

  • @kekeoliveira4222
    @kekeoliveira422211 ай бұрын

    tesla hit the 1 trillion club too but fell of and now is on the rising

  • @jarrodyuki7081
    @jarrodyuki70817 ай бұрын

    i have to beocme a pilot!!!!!!!!!!!! work in the west bay or become an admiral!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  • @iknujbyhvtgcrfxedw-nb6ew
    @iknujbyhvtgcrfxedw-nb6ew11 ай бұрын

    I'm sorry

  • @joaosas
    @joaosas11 ай бұрын

    You should include Saudi Aramco at the start of the video

  • @R4dr1ar

    @R4dr1ar

    11 ай бұрын

    No, they only list like 1% of their total shares on the stock exchanges, so kind of fraud

  • @user-yo7fx2xn8m
    @user-yo7fx2xn8m10 ай бұрын

    👆This is how we got here

  • @ps3301
    @ps330111 ай бұрын

    All gamers must buy amd gpu and free Nvidia up to make more Ai modules

  • @marcosramirezmartinez4777
    @marcosramirezmartinez477710 ай бұрын

    Tarea 19

  • @prerna95
    @prerna952 ай бұрын

  • @jarrodyuki7081
    @jarrodyuki7081Ай бұрын

    taoxiahsheng gaozongwu!!!!!!!!!!!!!!!!!!!!!!!

  • @victoriadimon
    @victoriadimon11 ай бұрын

    Just Bubble

  • @nivamour1698
    @nivamour169810 ай бұрын

    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

  • @hydranth
    @hydranth11 ай бұрын

    No insider buy since 2021, but yeah, great company :D

  • @apophisxo4480

    @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?

  • @macheerou
    @macheerou11 ай бұрын

    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.

  • @frandydejean2469
    @frandydejean246911 ай бұрын

    the stock is overvalued who cares as long as I am in. I love tech, but I love $$ too

  • @Capeau
    @Capeau11 ай бұрын

    overvalued... As if nvidia has a monopolyon AI, it hasn't... far from it.

  • @YoloCholos

    @YoloCholos

    11 ай бұрын

    they have a monopoly on the GPU's that power AI

  • @sapphyrus

    @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

    @Capeau

    11 ай бұрын

    @@YoloCholos no they don't.

  • @YoloCholos

    @YoloCholos

    11 ай бұрын

    @@Capeau When you come back to reality let us know

  • @an152771
    @an15277111 ай бұрын

    Too much hype over inflated Nvidia's current value though, $500 billion seems fair

  • @andruw9011
    @andruw901111 ай бұрын

    This stock will fall faster than intel did

  • @MARKXHWANG
    @MARKXHWANG11 ай бұрын

    Elon is a honest man, that tells all

  • @alexsnemos
    @alexsnemos11 ай бұрын

    they shouldn't sell not one chip to China

  • @JorgeRicardo540
    @JorgeRicardo54011 ай бұрын

    Their next goal should be Quantum computers

  • @CS-qc7np

    @CS-qc7np

    11 ай бұрын

    What? Do you guys just put “Quantum” in front of everything? 😂😂