Rare Behind the scenes look at Lisa Su after this investor conference
-
Competitor rules
Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.
The Financial Results Thread
- Thread starter Kaapstad
- Start date
Rare Behind the scenes look at Lisa Su after this investor conference
I don't think you have read through the thread.
Nvidia's share price has surged up nearly 20% today
the reason is Meta. Wells Fargo made a statement saying they believe Nvidia will have a big part to play in Zuckerberg's new Metaverse platform.
Nvidia has the head start in this area thanks to their Omniverse system and Nvidia is doing a conference on 10 November where Wells Fargo says Nvidia will be showing off how Omniverse will help Zuckerberg to build his Metaverse
the reason is Meta. Wells Fargo made a statement saying they believe Nvidia will have a big part to play in Zuckerberg's new Metaverse platform.
Nvidia has the head start in this area thanks to their Omniverse system and Nvidia is doing a conference on 10 November where Wells Fargo says Nvidia will be showing off how Omniverse will help Zuckerberg to build his Metaverse
The Financial Results Thread.
Thread Navigation Links.
AMD and NVidia
profit!GPU Customers
Associate
Soldato
Year over year Nvidia's revenue has gone up 68% whilst there expenses have only increased 9%. They must be getting a killer deal from Samsung to use that 8nm process to warrant results.
Yah, High GPU prices, profits gone up. That's the society we live in. Easier for the rich to get richer.
I have managed to avoid buying any GPUs for exactly a year today.
This is because of the lack of innovation and crazy high prices that NVidia is charging.
I have no desire to give them any more money than I need to.
This is because of the lack of innovation and crazy high prices that NVidia is charging.
I have no desire to give them any more money than I need to.
Coming from you that's quite a demonstration of willpower!
Is this quarter the first one real one since the Ti models launched? The realignment of the MSRPs means that Nvidia is 'sharing' less of the price with their OEMs, distributors and retailers. Good for them, no good for us.
Nvidia charge MSRP, it's the AIB partners/retailers that have added +50% (or more) price to MSRP
The problem is the MSRP is too high hence they are making record profits.
As for the AIB partners, I think their behaviour has been absolutely disgusting.
Soldato
67% Gross Margin.... thats gone up
For a company which doesn't make anything itself (fabless, manufacturer-less, etc.), having 2/3 margins is really crazy.
Caporegime
AMD say Xilinx acquisition remains on track to close by the end of the year, we are nearing the end of November, time is ticking AMD, are China being difficult?
Meanwhile AMD's shares hit $158 Today, that brings their market cap (Company Valuation) up to $193 Billion, Intel's Market Cap is at $205 Billion, if this keeps going like this at the end of this year AMD will be a more valuable company than Intel! Imagine that....
Meanwhile AMD's shares hit $158 Today, that brings their market cap (Company Valuation) up to $193 Billion, Intel's Market Cap is at $205 Billion, if this keeps going like this at the end of this year AMD will be a more valuable company than Intel! Imagine that....
Soldato
Nvidia also say ARM acquisition is on track, all while UK government are blocking it....