Nvidia (NVDA) Chips Sent to China Inside Dell & Super Micro Computer (SMCI) Servers

14 днів тому

It has been reported that Nvidia (NVDA) chips have been sent to China inside Dell and Super Micro Computer (SMCI) servers. Caroline Woods discusses this, as well as analysts’ take on SMCI. She talks about how the A.I. craze may not be over just yet. Tune in to find out more about the stock market today.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - schwabnetwork.com/subscribe
Download the iOS app - apps.apple.com/us/app/schwab-...
Download the Amazon Fire Tv App - www.amazon.com/TD-Ameritrade-...
Watch on Sling - watch.sling.com/1/asset/19192...
Watch on Vizio - www.vizio.com/en/watchfreeplu...
Watch on DistroTV - www.distro.tv/live/schwab-net...
Follow us on X - / schwabnetwork
Follow us on Facebook - / schwabnetwork
Follow us on LinkedIn - / schwab-network
About Schwab Network - schwabnetwork.com/about
#investing #trading #finance #stocks #global #equities #markets #stockmarket #stockmarkettoday #nvidia #supermicro

КОМЕНТАРІ: 9

@jeffrose5622 12 днів тому

Just remember everyone that NVIDIA's Q1 earnings are less then 4 weeks away and they should be BLOWOUT! NVIDIA has guided the market that they should be $24 Billion which means that they'll probably be closer to $26 Billion. On top of that the Gross Margins will be 76% with Net Margins of 55%, which means that PROFIT for Q1 should be over $13 Billion! (as an example, AMD's net profit is 10%). Every single chip that NVIDIA is currently manufactured is already sold (for the next year) so the money pipeline is just pouring in. ON TOP OF THAT, it is very likely that a split will happen soon.

@Alpharizzchad 11 днів тому

😅 So That's Is That. But AMN now and IBM.remeber IBM was first with AI ( Watson

@jackbailey7037 12 днів тому

Great job, Caroline Woods. I remember seeing you on another podcast a couple of years ago, can't remember where. Your other recent report on NVDA was good. FWIW, I don't think at this time NVDA has serious competition in the AI training space, and catching up to them will be hard to do, given the speed and architecture of their GPUs. The hyper-scalers are very serious about AI, witness Amazon contracting to receive electricity from a nuclear power plant for one of it's data centers. In fact, getting enough electricity for data centers is one of the stumbling blocks to be overcome.