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Nvidia’s AI Monopoly: $100 Billion in Profit & Growing
Manage episode 489549294 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Everyone's hyped on OpenAI, ChatGPT, Grok, XAI, etc ... but the company powering them all is making all the guap. Nvidia has printed over $100B in AI profits in the last 6 quarters alone and is showing now signs of stopping. Top-line growth was 69% last quarter. Despite this rapid growth and dominance in AI, Nvidia trades for 43X trailing earnings, and maybe around 30X forward earnings (depending on growth). This is nowhere near bubble territory. With Owner/Operator/Founder Jensen Huang continuing to innovate at a breakneck pace, why is the market skeptical this growth will continue? Isn't the AI revolution just getting started? Maybe it's because Nvidia relies on TSMC to make their chips and Grok/ChatGPT to build the UI for consumers ... let me know your thoughts on Nvidia stock in the comments below.
357 episodes
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Manage episode 489549294 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Everyone's hyped on OpenAI, ChatGPT, Grok, XAI, etc ... but the company powering them all is making all the guap. Nvidia has printed over $100B in AI profits in the last 6 quarters alone and is showing now signs of stopping. Top-line growth was 69% last quarter. Despite this rapid growth and dominance in AI, Nvidia trades for 43X trailing earnings, and maybe around 30X forward earnings (depending on growth). This is nowhere near bubble territory. With Owner/Operator/Founder Jensen Huang continuing to innovate at a breakneck pace, why is the market skeptical this growth will continue? Isn't the AI revolution just getting started? Maybe it's because Nvidia relies on TSMC to make their chips and Grok/ChatGPT to build the UI for consumers ... let me know your thoughts on Nvidia stock in the comments below.
357 episodes
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Similar to HyperChange
Africa-focused technology, digital and innovation ecosystem insight and commentary.
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continue reading
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…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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continue reading
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continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
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This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
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…
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Three nerds discussing tech, Apple, programming, and loosely related matters.
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