The Financial Results Thread

[BigBANGtheory]

Gaming probably includes console silicon too, would be interesting to see that split out.

 

[Sythe79]

It's operating margin not GP, Nvidia's is 18.73% up from 15% last year and Intel's is 12.73% according to google to compare.

The only thing out is "Client", which makes sense if it is consoles and very little else.

 

[Harlequin]

Nope its Gross profit margin:

NVIDIA Gross Profit Margin (Quarterly) Trends | YCharts

In depth view into NVIDIA Gross Profit Margin (Quarterly) including historical data from 1999, charts and stats.

ycharts.com

 

[Sythe79]

Nope its Gross profit margin:

NVIDIA Gross Profit Margin (Quarterly) Trends | YCharts

In depth view into NVIDIA Gross Profit Margin (Quarterly) including historical data from 1999, charts and stats.

ycharts.com

nope what ? the slide is AMDs operating margin, this is Nvidias, GP isn't the same thing.

NVIDIA (NVDA) - Operating Margin

Current and historical Operating Margin charts for NVIDIA

companiesmarketcap.com

 

[hyperseven]

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2024

NVIDIA today reported revenue for the fourth quarter ended January 28, 2024, of $22.1 billion, up 22% from the previous quarter and up 265% from a year ago.

nvidianews.nvidia.com

• Record quarterly revenue of $22.1 billion, up 22% from Q3, up 265% from year ago
• Record quarterly Data Center revenue of $18.4 billion, up 27% from Q3, up 409% from year ago
• Record full-year revenue of $60.9 billion, up 126%

Gaming

• Fourth-quarter revenue was $2.9 billion, flat from the previous quarter and up 56% from a year ago. Full-year revenue rose 15% to $10.4 billion.
• Launched GeForce RTX™ 40 SUPER Series GPUs, starting at $599, which support the latest NVIDIA RTX™ technologies, including DLSS 3.5 Ray Reconstruction and NVIDIA Reflex.
• Announced generative AI capabilities for its installed base of over 100 million RTX AI PCs, including Tensor-RT™ LLM to accelerate inference on large language models, and Chat with RTX, a tech demo that lets users personalize a chatbot with their own content.
• Introduced microservices for the NVIDIA Avatar Cloud Engine, allowing game and application developers to integrate state-of-the-art generative AI models into non-playable characters.
• Reached the milestone of 500 AI-powered RTX games and applications utilizing NVIDIA DLSS, ray tracing and other NVIDIA RTX technologies.

 

[Grim5]

Earnings news came quite late, let's see what happpens to the share price tomorrow

 

[Joxeon]

Take away the Data centre/ AI, the gaming sales numbers must be very poor considering the cards are going for double the traditional prices for the *mm2 dies sizes used.

 

[Grim5]

Loading…

twitter.com

https://twitter.com/i/web/status/1760594828897734847

 

[Freddie1980]

Given how many investors got burned during the IPO crazy of the 2010's and early 2020's Jen must be a stockmarket darling for many. A CEO you can count on that will deliver quarter after quarter and delivers actual profits to investors not jus a bunch of empty promises and an insatiable appetite for burning through cash.

 

[Grim5]

Earnings news came quite late, let's see what happpens to the share price tomorrow

Share price up 16% today

 

[Grim5]

Jensen is now worth $69 billion

Meet Nvidia cofounder Jensen Huang, whose fortune just shot up almost $9 billion

Nvidia's stock has shot up over 15% on the back of its fourth-quarter earnings and earned its founder, Jensen Huang, a cool $9 billion.

www.businessinsider.com

NICE!

 

[Ayahuasca]

 

[arknor]

but once everyone has the chips no one will ever need any more, I keep hearing around the web.


like no one ever upgrades therir car, we all have a pc and never buy a new one. don't see them running out of people to sell to anytime soon.
The real problem will be if they can get enough production every quarter to actually improve numbers, because margins will likely start to fall.

seems MSFT/GOOG/META/AMZN all make their own custom chips though.
MSFT in the last few days did a 15bil foundry deal with intel for custom cpus according to some websites.

Microsoft is turning to Intel — not Nvidia — to make more chips

Microsoft wants to use Intel's technology to make a new chip designed in-house

qz.com

We need a reliable supply of the most advanced, high-performance, and high-quality semiconductors,” Microsoft CEO Satya Nadella said in a statement shared with Bloomberg. “That’s why we are so excited to work with Intel.”

In November, Microsoft said it was rolling out two new chips to its data centers this year. The Azure Maia Accelerator is built for AI applications, while the Azure Cobalt CPU is for general-purpose computing. Microsoft said at the time it was testing its AI products, including Bing and Office AI, with its AI chip

so who would be the biggest customers all seem to be going with in house designed chips.

I guess it makes sense for them not to lock into the CUDA ecosystem though

 

[hyperseven]

so who would be the biggest customers all seem to be going with in house designed chips.

The alphabet spaghetti of government agencies or that sweet military money?

 

[arknor]

The alphabet spaghetti of government agencies or that sweet military money?

The military uses palantir for all their AI needs?

 

[Grim5]

Jensen warns of higher prices: Jensen has said they anticipate that demand for their upcoming 3nm Blackwell products to vastly exceed supply of 3nm wafers, leading to higher prices of next gen GPUs

Get prepared boys