NVIDIA Corporation

[Kanu]

Чакам големия ЪП.

кога щее

[Плажът]

айде дъно и нагоре

Чакам големия ЪП.

[Kanu]

хммм

айде дъно и нагоре

[Kanu]

потеглихме

хммм

[Kanu]

надуйте не се притеснявайте

потеглихме

[Kanu]

вчера леко назад днес връщаме на 950

надуйте не се притеснявайте

[Kanu]

неее 1000

вчера леко назад днес връщаме на 950

[Kanu]

Писта 666 ви очаква...

неее 1000

[минувач]

Писта 666 ви очаква...

[Kanu]

Само архитекта да не обърка работата

лошоо май ще кацаме

[Kanu]

Катери яко, Малко остана ;-)

Само архитекта да не обърка работата

[dido_yord]

Ми летим към 1000

Катери яко, Малко остана ;-)

[Kanu]

Колега,накъде сме днес?

Изоставихте темата,недейте така !

Ми летим към 1000

[danetha]

натиснете де

Колега,накъде сме днес?

Изоставихте темата,недейте така !

[dido_yord]

Nvidia is on the cusp of an 'entirely new wave of demand,' UBS says

08:56 AM | NVIDIA Corporation (NVDA) | By: Chris Ciaccia, SA News Editor

Nvidia making several big announcements at its annual GTC developer conference this week, including the launch of its new Blackwell GPU platform. UBS now believes the company is on the brink of an "entirely new wave of demand," aided by sovereign nations. Countries like the United Arab Emirates, Saudi Arabia, Sweden, Japan, Korea and Malaysia were all specifically mentioned by Chief Executive Jensen Huang, which could result in Nvidia generating $150B in revenue in 2025, up 30% year-over-year, UBS analyst Timothy Arcuri said. "New pre-packaged and pre-trained modular AI models announced with together with Blackwell should also accelerate the distribution flywheel for [Nvidia's] AI solutions to ride alongside enterprise software," Arcuri wrote in a note. "The entire framework creates a central distribution structure similar to an app store and given the vast array of companies to potentially license NVDA's AI Enterprise software ($4500/GPU/yr), monetization can add up quickly." Arcuri, who boosted his price target on Nvidia to $1,100 from $800 following the event, said he still has some concerns about supply and the company's ability to beat Wall Street estimates, but any weakness in the near-term is an "attractive buying opportunity given what we think is still out in front of us."

Цялата истерия около AI е точно копие на истерията около електромобилите ;-)
Опредеделени кръгове ще направят големи ...... :-)))))