Nvidia CEO Just STUNNED The WORLD!

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Farzad

Farzad

2 ай бұрын

Check out Jensen Huang’s Full Keynote at COMPUTEX 2024 here - • NVIDIA CEO Jensen Huan...
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
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Пікірлер: 143
@farzyness
@farzyness 2 ай бұрын
This is an edit of Jensen’s presentation from 6/2/2024 at the Computex forum in Taiwan. Full presentation here: kzbin.infopKXDVsWZmUU?si=XZXSl-AZDZeElOi9
@GillerHeston
@GillerHeston 2 ай бұрын
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
@rogerwheelers4322
@rogerwheelers4322 2 ай бұрын
Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!
@joshbarney114
@joshbarney114 2 ай бұрын
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.
@FabioOdelega876
@FabioOdelega876 2 ай бұрын
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
@joshbarney114
@joshbarney114 2 ай бұрын
Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@extremeencounter7458
@extremeencounter7458 Ай бұрын
@@rogerwheelers4322 Yea I don’t think the companies that struggle figuring out how to create viable autocorrect systems using AI are going to be the new emerging inference kings with a tech they’re wholly inexperienced in utilizing and lack the infrastructure to design, test and implement for and anywhere near the same capacity in the first place
@Jacob-jg5lj
@Jacob-jg5lj 2 ай бұрын
The scarry thing about AI is not the technology. It's is us and how we train it. The technology is fascinating.
@infinite771
@infinite771 2 ай бұрын
Jensen so loves his job and his company, just so knowledgeable and passionate, he's like a technology preacher who believes deeply in everything he is revealing, I just love listening to him!
@andreabell5724
@andreabell5724 Ай бұрын
TechnoPreacher - great band name 🤘🤘😂 And agree!!!
@xxpierrot
@xxpierrot 2 ай бұрын
I am waiting for a future terminator to walk onto the stage with a loaded shotgun... "Jensen Huang ?"
@andrasbiro3007
@andrasbiro3007 2 ай бұрын
They would want to protect him. So it's more like "come with me if you want to live".
@ln5536
@ln5536 2 ай бұрын
​@@andrasbiro3007that depends if it's terminator or terminator judgment day ?
@ln5536
@ln5536 2 ай бұрын
Jensen is living proof that time travel is not possible?
@t3hpwninat0r
@t3hpwninat0r 2 ай бұрын
@@ln5536 nah he's proof that there won't be an AI robot apocalypse or at least not one that figures out how to use time travel
@jonbowes5999
@jonbowes5999 2 ай бұрын
@@t3hpwninat0r That is assuming that this timeline isn't already orphaned by virtue of a terminator sent back to remove Jensen at an earlier date! Then again there is the theory that all timelines and possibilities exist in parallel and can be navigated in infinite dimensions.
@anthonyjuarez377
@anthonyjuarez377 2 ай бұрын
Looks like Nvidia is at least 10 years ahead of everybody who is making the AI chips
@deltaechomusicnh555
@deltaechomusicnh555 Ай бұрын
Except for Tesla.
@jimmy-ke2gb
@jimmy-ke2gb Ай бұрын
@@deltaechomusicnh555 telsa buying from nvida. Not nvida buying from telsa.whos ahead of who
@justchris5806
@justchris5806 Ай бұрын
@@deltaechomusicnh555 No, Nvidia is doing really good right now. Maybe Tesla will announce another AI day and will shock the world (again), but today Nvidia is ahead.
@RhetoricalSyndicate
@RhetoricalSyndicate Ай бұрын
​@justchris5806 delta was saying that nvidia isn't 10 years ahead of Tesla. Which is true. You responded to something that wasn't being said.
@raybod1775
@raybod1775 Ай бұрын
Nvidia likely around 2 years ahead of everyone else, but that’s an eternity in tech.
@gdok6088
@gdok6088 2 ай бұрын
@2:33 - looks like Moore's Law is dead, but not in the way many predicted. Progress in compute is beating Moore's Law hands down. Gordon Moore would have been very happy.
@mnhsty
@mnhsty 2 ай бұрын
I actually understood some of the words.
@FinnBrownc
@FinnBrownc 2 ай бұрын
they are on another level wow
@btrts6431
@btrts6431 2 ай бұрын
Let’s grow Dojo
@youtubewatcherrr
@youtubewatcherrr 2 ай бұрын
Can someone tell me when this presentation was originally released?
@Dularr
@Dularr 2 ай бұрын
Friday in Taiwan
@igranderojo
@igranderojo 2 ай бұрын
CEO Jensen Huang will deliver a live keynote address ahead of COMPUTEX 2024 on June 2 at 7 p.m. in Taipei, Taiwan, outlining what’s next for the AI ecosystem.
@Dularr
@Dularr 2 ай бұрын
@@igranderojo don't forget, the international date line.
@youtubewatcherrr
@youtubewatcherrr 2 ай бұрын
@@igranderojo thanks!
@eurostar0711
@eurostar0711 2 ай бұрын
6:00 Copper is the 2nd best heatsink in the world, doesnt surprise me they used copper. The #1 heatsink is Polycrystalline Diamonds which are twice as effective as copper but a lot more expensive.
@KhaelaMenshaK
@KhaelaMenshaK Ай бұрын
I think that the copper is used to transfer data. As in, copper cables, as opposed to glass fibre cables. At these speeds, copper wires really are starting to struggle and usually glass fibre is used, but that needs electricity of it's own to run I guess?
@alexprokachev
@alexprokachev Ай бұрын
The guy is the best at explaining “every step along the way” on how humanity is progressing in killing itself 😂🤯❤️
@anthonylosego
@anthonylosego 2 ай бұрын
I missed the boat. lol
@coreyahahn
@coreyahahn 2 ай бұрын
No, it was presented today in Taiwan.
@wongyishen
@wongyishen Ай бұрын
This feels like nVidia going to lead the AI revolution in all areas
@GershonBenYitzhak
@GershonBenYitzhak 2 ай бұрын
I'm kind of bearish on dojo now tbh
@HeavenGuy
@HeavenGuy Ай бұрын
It is capital intensive and expensive to operate LLMs. I don't see how they make money. Tesla has cars and bots so interacting with these machines via grok makes sense. I could see royalties or service fees from Tesla to use grok, but LLM search doesn't really make financial sense, though it is cool. Maybe the real goal is AGI and LLMs are just a stepping stone.
@argfasdfgadfgasdfgsdfgsdfg6351
@argfasdfgadfgasdfgsdfgsdfg6351 2 ай бұрын
Please invest in solar flare shielding
@nickmcconnell1291
@nickmcconnell1291 2 ай бұрын
Why do I feel like CISCO stock just got slammed?
@Nk36745
@Nk36745 Ай бұрын
Not a fan of the jumping audio cuts when not needed
@dertythegrower
@dertythegrower 2 ай бұрын
Project Gr00t (zeros not O)
@BillyDHughesDrums
@BillyDHughesDrums 2 ай бұрын
Blackwell... like the movie Robots, lol fitting
@CookieMonstera99
@CookieMonstera99 Ай бұрын
Named after the mathematician
@BillyDHughesDrums
@BillyDHughesDrums Ай бұрын
@@CookieMonstera99 that's cool
@tt3kgtvr4
@tt3kgtvr4 2 ай бұрын
Hey I’d put the dates of these videos in the title or something. It’s helpful and makes it more clear it’s not old.
@farzyness
@farzyness 2 ай бұрын
It’s from June 2nd 2024 in Taiwan. Noted.
@OzToyReviews
@OzToyReviews 2 ай бұрын
He's asked this on almost every video of this kind but he never does it. I'm assuming he wouldn't get as many clicks if people knew it was old footage
@farzyness
@farzyness 2 ай бұрын
@@OzToyReviewswe list the date if it’s old footage. This is not old footage.
@Baskinbzier
@Baskinbzier 2 ай бұрын
​@@farzynessjust list the date regardless at the end of the title, DAY/MONTH/YEAR. It's honestly not that hard lol everyone's been asking you.
@igranderojo
@igranderojo 2 ай бұрын
CEO Jensen Huang will deliver a live keynote address ahead of COMPUTEX 2024 on June 2 at 7 p.m. in Taipei, Taiwan, outlining what’s next for the AI ecosystem.
@dechaisoul
@dechaisoul 2 ай бұрын
Blackwell? It’s Dr. Theopolis where is Tweeky
@nickmcconnell1291
@nickmcconnell1291 2 ай бұрын
I really doubt Tesla will develop Dojo further. Elon only has Tesla do what other companies can't supply it. Just like Elon said that the 4680 project was a hedge against battery scarcity....Dojo, IMO, was a hedge against a GPU shortage. Therefore I believe that as long as Tesla and XAI can get GPUs from NVIDIA in the quantities they need I don't think they will need to push Dojo.
@charrin9086
@charrin9086 2 ай бұрын
If NVDIA is partnered with Mercedes, then Mercedes will get first priority on processors for FSD. Why would NVDIA give the processors to it’s partners competitor?
@andrasbiro3007
@andrasbiro3007 2 ай бұрын
There's still a shortage and prices are sky high. To early to back off. Also we don't know how good Dojo is, if it's at least close to the H200, then it's worth continuing just as a backup.
@andrasbiro3007
@andrasbiro3007 2 ай бұрын
@@charrin9086 Tesla has it's own chip in the cars, which is far better.
@myxalplyx
@myxalplyx 2 ай бұрын
Tesla develops products that are best for it's specific purpose. Not a generalized product like the NVidia. The Dojo chip is best for what it does so it is developed to be better than any generalized solution.
@nickmcconnell1291
@nickmcconnell1291 2 ай бұрын
@@andrasbiro3007 Right... those are the chips that run the inference engine. I was referring to the training GPUs used to train the neural net.
@RicardoPicena
@RicardoPicena 2 ай бұрын
Giving terminator vibes
@natej6671
@natej6671 2 ай бұрын
So besides TSLA and PLTR, what other tradeable companies can actively use and benefit from these Nvidia GPUs?
@Louloulepoux35
@Louloulepoux35 Ай бұрын
Does PLTR train models ?
@raybod1775
@raybod1775 Ай бұрын
Microsoft, Facebook, Google, Apple, Amazon, ChatGPT, etc.
@dincao17
@dincao17 2 ай бұрын
where's my Nvidia Blackwell RTX? One kidney for one o'those?
@Mr.Carter777
@Mr.Carter777 2 ай бұрын
On 17th of October 2008 stock price of Nvidia was $1.91 🤯
@JULIANAHASSANI
@JULIANAHASSANI Ай бұрын
Great teams make genius ⚛️🌐🆙
@hngloose2
@hngloose2 2 ай бұрын
Thank you 😊
@adrientucker5949
@adrientucker5949 2 ай бұрын
Great information but not feeling the unnecessary editing
@jean-paulciantar5518
@jean-paulciantar5518 2 ай бұрын
yo from Mexico
@mjcapinto
@mjcapinto 2 ай бұрын
NVidia providing pre trained models? That would make them an AI company, but they are just enablers through hardware acceleration. They will need someone else to provide data for model training, regardless of the use case scenario.
@raybod1775
@raybod1775 Ай бұрын
Nvidia stays in its area of expertise, semiconductors and supporting software. Internal AI stays internal in Nvidia, rumor mill says their AI is extraordinarily advanced.
@charrin9086
@charrin9086 2 ай бұрын
We better rally behind Mr. Elon Musk, and hope that he and Tesla can hit a big enough home run to compete with Mercedes (FSD) and Siemens on the humanoid robots and factory/warehouse automation. This infighting must stop now- according to Jensen, at least what I heard, is that production at Mercedes and Siemens starts in 2025?
@andrasbiro3007
@andrasbiro3007 2 ай бұрын
Tesla is far ahead, it's not a real competition. Jensen himself said this recently.
@TheVorst
@TheVorst Ай бұрын
Mercedes will create the cars for FSD next year !!! That means as Elon said in his last conference call. It will take car makers 3 years to get their cars ready, for all the needed camera's and inference computer. And then there need to be enough cars to learn the FSD neural network. Tesla has millions of cars already to learn FSD for all countries and regions.
@andrasbiro3007
@andrasbiro3007 Ай бұрын
@@TheVorst Where did you get that? Mercedes isn't even in the game.
@JULIANAHASSANI
@JULIANAHASSANI Ай бұрын
All go very fast ...back well and After that 's welcome rubens ♾️⚛️
@AquarianSoulTimeTraveler
@AquarianSoulTimeTraveler 2 ай бұрын
Look we have robots too lol 😂
@wayofflow955
@wayofflow955 2 ай бұрын
I can see it, Nvidia is trying to bate Elon into using their chips and tools for all training and inference task.
@kirbyrules55
@kirbyrules55 2 ай бұрын
he didn't stun jack shit, everyone already knew about this
@steadymobbin.
@steadymobbin. 2 ай бұрын
Farzad
@Alarix246
@Alarix246 2 ай бұрын
I wonder of his vision has been or os constantly updated with Elon? His vision seems so radically similar to the deep insights of Elon. What a pair! We certainly cannot say the same about Bezos and Elon, or Zuckerberg and Elon, nor Brin and Elon. These are visionnaires gone wrong but Elon and Jensen still fire on all cylinders.
@SkyCuration
@SkyCuration Ай бұрын
But can it run CRYSIS?
@gbinman
@gbinman 2 ай бұрын
Unskilled humans need to be very afraid, there won't be a place for them. Gain skills that are needed or be irrelevant.
@4literv6
@4literv6 Ай бұрын
They'll introduce a global ubi and many will live just like the proles did in chappy that Neal blokemp sci fi. Or just like in modern ghettos but perhaps with slightly less drugs&violence?
@blackmatca6277
@blackmatca6277 Ай бұрын
Thanks Jen i will just go die now 😂
@singularitybound
@singularitybound 2 ай бұрын
All those years of would Moore's law peak or not..
@antoniobortoni
@antoniobortoni 2 ай бұрын
Talking to my fridge or tv?' why?? if i have one good IA is enough, in my glasses could tell me just by looking at my life what can cook or what food i need or what to see in tv and control the tv, just one humanoid robot is enough or two...
@eddiestevenson-kaatsch6306
@eddiestevenson-kaatsch6306 Ай бұрын
Simple question: How do us humans earn the money to buy the goods produced by the robotic factories? There is a point of diminishing returns, where costs stand at a static minimum, yet there is now nobody with sufficient means to purchase those very cheap products. It's a return to 3rd world economics where the stuff exists, but outside the customer's means to access it.
@StoopidMonkie
@StoopidMonkie Ай бұрын
Why the Chinese letters?
@cosmos6077
@cosmos6077 Ай бұрын
The event was recorded in Taiwan
@TruthIsKey369
@TruthIsKey369 2 ай бұрын
Nvidia, according to "experts", are doing what they said could not be done, and that is using a lot less energy to do the same work. This just goes to show how inefficient most circuits today are.
@salsej
@salsej 2 ай бұрын
.... What if Nvidia & Tesla teamed up??.... Or what if one purchased the other....
@BillyDHughesDrums
@BillyDHughesDrums 2 ай бұрын
You mean when. The tech will merge regardless of the brand
@johntheux9238
@johntheux9238 2 ай бұрын
NVIDIA could buy Tesla, but there is no way the investors would approve turning it private so I guess they can only buy shares.
@ExecutiveZombie
@ExecutiveZombie 2 ай бұрын
It might be all hands on deck…
@miecraftpeplayer1515
@miecraftpeplayer1515 2 ай бұрын
I believe Jensen and Elon plan on bringing the age of abundance where everything's free
@Dularr
@Dularr 2 ай бұрын
​​@@johntheux9238 don't be so sure. I could see a merger if the Tesla stock drops below 75.
@cobrauf
@cobrauf Ай бұрын
Is Farzad jumping ship to NVDA 😅?
@carsonc1272
@carsonc1272 2 ай бұрын
Dude!
@johnwolf7073
@johnwolf7073 2 ай бұрын
"just"
@Gokutrump
@Gokutrump 2 ай бұрын
Yes it it…This was the Computex presentation in Taiwan that happened at 7pm June 2nd 2024 Taiwan time….so in other words this just happened. Please do your research before you try to correct someone because now you look like an arse.
@anthonyjuarez377
@anthonyjuarez377 2 ай бұрын
Looks like Nvidia is Number one in chips just like Apple is number one in iPhones. Nvidia Has the best AI software hardware I don’t know all the terminology, but I know the video has the best.
@karlwest437
@karlwest437 Ай бұрын
I like videos of you and friends discussing things, but just reposting video of this keynote seems a bit low effort and just for getting clicks
@PhilipWarda
@PhilipWarda 2 ай бұрын
Does anyone think this is slightly concerning? (AI taking over teh world = bad?)
@lourdessilva6442
@lourdessilva6442 2 ай бұрын
Amigo só prestígio o nosso garoto dos foguetes
@tobepropst6539
@tobepropst6539 2 ай бұрын
Seems like last month info because mostly is AND this guy always wears the same clothes
@winningspeechmoments9141
@winningspeechmoments9141 2 ай бұрын
Why can't Intel do this? They have been doing chips longer and better than anyone?
@anthonylosego
@anthonylosego 2 ай бұрын
NVDA is prime for shorting....beware.
@danypell2517
@danypell2517 2 ай бұрын
gonna buy a ton this week and HODL. years without competition :D
@howardandersen19
@howardandersen19 2 ай бұрын
Me and my wife just celebrated our 2nd year of marriage ❤
@librisc
@librisc 2 ай бұрын
Tesla is toast
@byronchurch
@byronchurch 2 ай бұрын
Old news
@Aetisdios
@Aetisdios 2 ай бұрын
Where is Tesla Dojo man… it’s been years. Another promise that hasn’t eventuated yet…
@Tjmalloy2
@Tjmalloy2 2 ай бұрын
Never was promised. Was always a long shot, most likely just a hedge. Fingers crossed 🤞 tho
@haydenakamu1887
@haydenakamu1887 2 ай бұрын
Patience grasshopper...
@andrasbiro3007
@andrasbiro3007 2 ай бұрын
It's operational. I'm not sure why Tesla is so quit about it, but they said there are Dojo clusters chewing data at Tesla. And from various rumors we know that Tesla ordered a lot of chips, and that the next generation is coming too, with a 3rd already planned. I think Samsung said that gen. 2 chip is in production, but I'm not sure.
@bugguy1967
@bugguy1967 2 ай бұрын
Wasn't a promise. Go back and re-listen.
@MatthewMS.
@MatthewMS. 2 ай бұрын
You all can stick to your mess elon, Jensen has long been my CEO. GG
@andrasbiro3007
@andrasbiro3007 2 ай бұрын
That makes no sense in any way. And FYI Elon and Jensen are friends.
@MatthewMS.
@MatthewMS. Ай бұрын
Thanks for the FYI. I guess I don’t know what I’m doing or saying! sorry
@polarlight1369
@polarlight1369 2 ай бұрын
This is a rehash of old stuff - really, Farzad? I'm terribly disappointed in you ...
@adamvanest199
@adamvanest199 2 ай бұрын
Yeah Fardad this is a day old I can't believe you did this!
@farzyness
@farzyness 2 ай бұрын
It’s from June 2nd 2024 in Taiwan.
@tomtomtooooom
@tomtomtooooom Ай бұрын
@@adamvanest199 Hahaha exactly
@TabsT-vy5jy
@TabsT-vy5jy 2 ай бұрын
Thumbs down. Youre uploading ild footage and lying that it's new.
@farzyness
@farzyness 2 ай бұрын
This is from June 2nd 2024 in Taiwan.
@tomtomtooooom
@tomtomtooooom Ай бұрын
Thumbs down for your incorrect statement.
@dmomcilovic9185
@dmomcilovic9185 2 ай бұрын
Old presentation, this is click bate
@Gokutrump
@Gokutrump 2 ай бұрын
This was the Computex presentation in Taiwan that happened at 7pm June 2nd 2024 Taiwan time….so in other words this just happened. Please do your research before you try to correct someone because now you look like an arse.
@MohammadRahimJamshidi
@MohammadRahimJamshidi 2 ай бұрын
What wasn’t said at the “GTC March 2024 Keynote with NVIDIA CEO Jensen Huang” conference. @jamshidi_rahim
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