I have not been paying much attention to the whole circular deal thing that NVIDIA is supposedly doing. As in, they invest in their clients, who buy their products.
Can anyone who actually understands finance please explain a couple things to me?
1. Are those accusations are true in a significant way, and are actually a bad thing?
2. This claimed $673B in sales, how much of it comes from NVIDIA's own money, invested into their clients? Is there any way to know that?
HEheisenbit13小时前
This would require data centre cap-ex north of 1T and revenues from non AI companies in the same order of magnitude. Is it realistic to scale up data centre roll-outs? Are regular companies ready to re-allocate 1T? And this all happens in an environment where rates go up and many of the companies are not profitable?
DRdrbscl14小时前
Sold after the price rise from this announcement. They can make the sales projection, but it doesn't mean they'll hit it:
1. Small models are rapidly growing in capability, require less compute to train and serve
2. There are more suppliers now, both in China & the US (OpenAI even have their own inferencing hardware now)
3. Memory still constrains how much they can ship in the short term
ASask128714小时前
Posts that question the AI Endsieg are flagged now. That is supreme confidence in the numbers.
VBvb-844815小时前
The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.
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I have not been paying much attention to the whole circular deal thing that NVIDIA is supposedly doing. As in, they invest in their clients, who buy their products. Can anyone who actually understands finance please explain a couple things to me? 1. Are those accusations are true in a significant way, and are actually a bad thing? 2. This claimed $673B in sales, how much of it comes from NVIDIA's own money, invested into their clients? Is there any way to know that?
This would require data centre cap-ex north of 1T and revenues from non AI companies in the same order of magnitude. Is it realistic to scale up data centre roll-outs? Are regular companies ready to re-allocate 1T? And this all happens in an environment where rates go up and many of the companies are not profitable?
Sold after the price rise from this announcement. They can make the sales projection, but it doesn't mean they'll hit it: 1. Small models are rapidly growing in capability, require less compute to train and serve 2. There are more suppliers now, both in China & the US (OpenAI even have their own inferencing hardware now) 3. Memory still constrains how much they can ship in the short term
Posts that question the AI Endsieg are flagged now. That is supreme confidence in the numbers.
The projected ai capex for this and next years is above 1000b/year. 673b/year doesn't sound so weird, if they manage to spent so much, obviously.