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Huang Renxun: The future of AI lies in 'reasoning', and a significant reduction in chip costs is key!
①Huang Renxun's latest statement indicates that the future of ai will be a service capable of "reasoning", but to reach this stage, the cost of computation needs to be reduced first; ②He said that nvidia will increase chip performance by two to three times each year, while maintaining the same cost and energy consumption levels, to lay the foundation for these advancements.
Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun stated in an interview with CNBC that the upcoming Blackwell AI 'super chip' has a 'crazy' demand. At the same time, nvidia invested 0.1 billion US dollars in the financing of OpenAI, the market sees this cooperation as a symbolic step, and it may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
Huang Renxun claims that the demand for Blackwell chips is "crazy".
Comments say that Huang Renxun's speech eased concerns about the delay in Blackwell chip production. Three weeks ago, Huang Renxun exaggeratedly affirmed that the demand for Blackwell was too high in his speech, causing nvidia's intraday surge of 9%, leading to a V-shaped reversal in the US stock market large caps.
10baggerbamm OP JPSD : I thought it was going to be information not some bullshit music come on man post something good
JFL : What’s your opinion ? I think it will repeat the same pattern….
10baggerbamm OP JFL : the soxs index /soxl which is the leveraged ETF I think it's bottomed 26 to 27 we bounced off of that multiple times now.
tomorrow is a huge day potentially for NVIDIA shareholders. if Jensen does not say something that has a shock the world moment not just the standard rhetoric about AI growth capex spending but if he doesn't talk about ultra Blackwell Rubin the video capability that's going to make an enormous difference as a result of Blackwell compared to anybody else's GPU in the world. if he doesn't do something or say something then people are going to dump Nvidia.
this to me is just like Lisa Su several months ago when they had their big day in the sun in the world was watching and they debuted their brand new GPU that was only 30% quicker was larger in size and didn't announce any new customers they had the same people coming up on stage saying how great rah rah rah AMD gpus were and they look forward to working with the company and they're great to work with and it went from 174 to 117.
I'm not saying Nvidia is going to crash I'm saying that this will be a sell the moment event unless Jensen causes everybody to take pause and realize that 2025 is not going to be a 30% revenue growth year or 50% revenue growth year that it's going to be significantly greater and that Blackwell's margins are going to be enormous giving greater profits than what Wall Street had expected which is $5 a share this year.
you look at the chart it looks like shit on Nvidia and I didn't look at the put volume late last week but I'm sure it's way the hell up on Nvidia stock because a picture is worth a thousand words.
me being ever The optimist looking through my Rose colored glasses who got put 50,000 shares at $18.50 of nvdx (FYI you need to add the dividend back to the current price)
I'm keeping my fingers crossed that there is a breakout to the upside again and that it does not reverse, because everything about me says sell the etf here that it can be bought $1.50 +- cheaper within a week and a half to two weeks