NVIDIA Corporation (NVDA) オプション

It makes a lot of sense for a company that doesn’t manufacture or market its OWN chips to take over Intel’s manufacturing. What competitor (NVDA, AMD, QCOM, AVGO) would expose their trade (architectural) secrets to have a competitor manufacture their chips? I always thought the huge money that Biden was giving Intel was an error in judgement.

They are certainly in a downward spiral. The foundry business commitment, HUGE losses in trying to implement it, three or four management changes later and you get the result that has driven your price to these depressed levels

I think it is really a shame what has happened to such an iconic company Intel. What a marketing genius "Intel Inside"

$NVDA - After the bullish engulfing candle last week it kept rallying and closed the week above the 20 week MA...
By: CyclesFan | February 16, 2025

• $NVDA - After the bullish engulfing candle last week it kept rallying and closed the week above the 20 week MA, which confirms that it made an intermediate term low last week. The big question is will it rally to a new all time high after its next earnings on February 26?



Read Full Story »»»

DiscoverGold

Broadcom, TSMC eye possible Intel deals to split storied chipmaker, WSJ reports
PUBLISHED SUN, FEB 16 20257:03 AM EST
Reuters
WATCH LIVE
In this article
AVGO
-0.43 (-0.18%)
After Hours

2330-TW
-30.00 (-2.75%)

INTC
+0.01 (+0.04%)
After Hours


Follow your favorite stocks
CREATE FREE ACCOUNT
The logo of Intel is seen during Computex 2024 in Taipei on June 4, 2024. (Photo by I-Hwa CHENG / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)
The logo of Intel is seen during Computex 2024 in Taipei, Taiwan, June 4, 2024.
I-hwa Cheng | Afp | Getty Images
Intel’s
rivals Taiwan Semiconductor Manufacturing Co.
and Broadcom
are each eyeing potential deals that would break the U.S. chipmaking icon in two, the Wall Street Journal reported on Saturday, citing people familiar with the matter.

Broadcom has been closely examining Intel’s chip design and marketing business, the Journal reported, adding that the company had discussed a potential bid with its advisers but would likely only proceed if it found a partner for Intel’s manufacturing business.


TSMC, the world’s biggest contract chipmaker, has separately studied controlling some or all of Intel’s chip plants, potentially as part of an investor consortium or other structure, the report said.

Broadcom and TSMC are not working together, and all of the talks so far are preliminary and largely informal, the Journal added.

Intel’s interim executive chairman, Frank Yeary, has been leading the discussions with possible suitors and Trump administration officials, who are concerned about the fate of a company seen as critical to national security, the report said.

Yeary has been telling individuals close to him that he is most focused on maximizing value for Intel shareholders, the report added.

Intel, Broadcom, TSMC and the White House did not immediately respond to Reuters’ requests for comment.

A White House official told Reuters on Friday that President Donald Trump’s administration might not support Intel’s U.S. chip factories being operated by a foreign entity after Bloomberg reported that TSMC was considering taking a controlling stake in Intel’s factories at Trump’s request.

The White House official said the Trump administration supported foreign companies investing and building in the U.S. but was “unlikely” to support a foreign firm operating Intel’s factories.

Bloomberg reported that Trump’s team raised the idea of a deal between the two firms in recent meetings with officials from TSMC, who were receptive, citing a person familiar with the matter.

Intel was among the largest beneficiaries of the U.S. push to onshore critical chip manufacturing led by former President Joe Biden’s administration.

In November, the U.S. Commerce Department said it was finalizing a $7.86 billion government subsidy for Intel.

The company is one of a few chipmakers that design and manufacture semiconductors.

TSMC boasts a market valuation about eight times larger than that of Intel. The Taiwanese company’s customers include AI chip leader Nvidia
and AMD
, which is Intel’s fierce rival in PC and server markets.

Former Intel CEO Pat Gelsinger, who was ousted last year, set sky-high expectations for Intel’s manufacturing and AI capabilities among major clients but fell short, leading to the chipmaker losing or canceling contracts, Reuters reported previously.

Intel’s shares lost about 60% of their value last year as the company’s capital-intensive bid to bolster manufacturing — a strategy championed by Gelsinger — strained its cash flow and ultimately led to it cutting about 15% of its workforce.

Good info 

geminia 2.0 says, "While specific details about the internal architecture of the NVIDIA mini supercomputer, Project DIGITS, haven't been fully disclosed, it's highly probable that it utilizes stacked die technology. Here's why:

High Performance in a Small Form Factor: Project DIGITS is designed to be a compact, personal AI supercomputer delivering petaflop-level performance. Achieving this level of computing power in such a small device necessitates the use of advanced packaging technologies like stacked dies to maximize chip density and minimize power consumption.  

GB10 Grace Blackwell Superchip: The supercomputer is powered by the GB10 Grace Blackwell Superchip, which integrates a Blackwell GPU and a Grace CPU. Both of these components are likely built using stacked die technology to enhance their individual performance and enable efficient communication between them.  

Industry Trend: The semiconductor industry is increasingly relying on stacked die technology to create more powerful and efficient chips. This trend is driven by the need to continue Moore's Law and deliver ever-increasing performance. NVIDIA is at the forefront of this trend, and it's logical to assume they would employ this technology in their latest supercomputer.  

Memory and Interconnect: High-bandwidth memory (HBM) is often used in conjunction with stacked die technology to provide the necessary memory bandwidth for high-performance computing. Additionally, advanced interconnect technologies are required to enable efficient communication between the stacked dies and other components on the chip.  

While we don't have explicit confirmation, the combination of high performance, small form factor, and the use of the GB10 Grace Blackwell Superchip strongly suggests that Project DIGITS leverages stacked die technology."

After finding that article with MediaTek it has intrigued me with their relationship, and starting to put things together. I use to think MediaTek was a consumer electronics company but they are far from that and based out of Taiwan. Qualcomm exclusively rights with CPU license with ARM expired end of 2024. Nvidia and MediaTek team up with new CPU and Blackwell chip for DIGITS at CES. MediaTek is known for low power SOC and a leader and major competitor to Qualcomm in the mobile phone market. A year or so back Nvidia hired a woman executive (can't remember name) to lead and start ASIC division at Nvidia. With GTC and Computex coming up Nvidia will have a high end CPU/GPU PC solution along with Mobile solution. Of course just my 2 cents here is an article from MediaTek's side.

https://finance.yahoo.com/news/nvidia-partnership-puts-mediatek-stock-005800715.html

Great! Thanks for posting!

An article on Nvidia and MediaTek collaboration (rumor)

https://wccftech.com/nvidia-x-mediatek-are-now-rumored-to-develop-an-ai-smartphone-chip/amp/

NVDA's attempt to acquire ARM was nixed by DOJ/FTC.     A  day or two ago, CNBC-TV reported that NVDA dumped its investment in SOUN, and bought shares of other of its partners HIMS and NBLS. I added to positions of both in our portfolio with cash received from mergers involving our ~ 52k shares of CDMO (and fewer shares of RVNC) that completed in the past couple of weeks. CDMO had been #4 in market value in our portfolio, behind JNJ, NVDA, and  VCEL.

I have to agree about the upcoming quarter, at first I was hesitant after Super Micros quarter saying their sales for B200 were good but waiting allotment of chips for the GB200 NVL72. Then HP comes out shipping the NVL72 systems this quarter so they already received the chips as in 7 total chips for these systems. Along with thousands of other chips of course. It makes me wonder if Super Micro went to the back of the line with all their previous problems until they get their shit together. We know Nvidia sells their gear through Fox Conn and others along with their OEMs. Dell is in running to provide XAI 5 billion worth of systems. It will be interesting 

Nothing intended.

When I have a TV on in the background, Siri seems to have a mind of her own.. yesterday I was too lazy to clean up the mess.

arm is a partner of nvidia; arm is making some cpu chip and specialty chips for the likes of meta.
cpu is used with asics and gpu.. also nvidia making a new mini supercomputer which likely needs a cpu abile to handle the mini supercomputer virtual machines?
the dell is near 5 billion dollar deal for supercomputer/hpc with nvidia infrastrucure.
that supposed to be for stargate the article said. stargate and softbank, softbank and vmware horizon and msft sql and dell vce vblocks?
so is arm making a cpu capable of doing the networking, dynamic dns, and authentication decisions for the device or portions of the device? is the node of a cpu networked with other cpus to allow distributed resources function like one?

There's always a chance that even a great 10K won't be well received. NVDA does have a high bar set by investors. They don't want just great numbers; they want unbelievably great numbers. Something tells me they will get them this time.

Time will tell. Not much longer to wait.

Anything else in your mind calling "in video"... and not Nvidia in your 3rd paragraph? Lol.

I have a concern. Something that is well known in advance in the stock market (by the majority) may end up disappointing.

The psychology of the market defies logical thinkers and thinking.

How about if big money activity in this situation. How will they react/manipulate the majority given this specific widely known situation?

Apparently many institutions sold lots of shares but still retain shares. Isn't this an opportunity for them to counter?

That happens at times, as well.

We shall see.

Happy Weekend & GLTY

Chart shows share price remains in the mode of the breakout since yesterday.

MACD for both the Dailies and Weekly are improving based on their Histograms.
It's a positive picture at this time.

Interestingly, the CFA analyst (Parkev Tatevosian) whom I respect, is recommending
a buy before the ER. His analysis can be found on YouTube.

On the other hand, you don’t find a whole lot of companies that are looked at as being a threat to Intel or Netflix or Meta or whatever company you want to think about.

Nvidia is clearly the leader and innovation and in improving productivity for real corporations each and every day without requiring any special skills from the owner of the quantum corporation to help them post their question in a fashion that might lead to a dilution.

For the timeframe that we can look at, I strongly suspect that in video will continue to maintain a commanding lead over any of its competitors.

And I’m still not a believer that any quantum corporation will take over Nvidia‘s role in my lifetime or anywhere near that time frame.

Good day for NVDA. I guess not too many investors are overly concerned about all the NVDA "threats" out there! 😁

I’m so looking forward to 2/26. Glad that Jensen has been quiet leading up to the earnings report. Good times coming for NVDA shareholders in my opinion.

Nvidia has a potential new competitor with excellent credentials As a matter of fact the competitor is one of Nvidia's partners in that it designs chip architectures for Nvidia and will be one of the recipients in the Stargate program if and when it actually materializes.
https://www.yahoo.com/tech/arm-is-reportedly-developing-its-own-in-house-chip-130026316.html
They will also be using TSMC to build their chips.
The market is getting more and more crowded with AI companies.

Nvidia Stock Investors Just Got Great News From TSMC

https://www.msn.com/en-us/money/topstocks/nvidia-stock-investors-just-got-great-news-from-tsmc/ar-AA1z2wQt?ocid=windirect&cvid=7d13458e734b44e2ac8671559e0b528a&ei=8

$NVDA *SIZE* $6+ Million ITM Put Writer
By: Theta Warrior | February 13, 2025

• $NVDA SIZE ITM PUT WRITER.



Read Full Story »»»

DiscoverGold

$NVDA $3+ Million Bull Sweeper
By: Theta Warrior | February 13, 2025

• $NVDA BULL SWEEPER.



Read Full Story »»»

DiscoverGold

Like seeing it escalate prior to earnings. We’ve already seen a lot of our major customers report and their continuation of AI spending bodes well for the next earnings report. The DeepFake bombshell is behind us. Some say it’s good, others say it was a ploy to help shorters in China. Our major customers are still our major customers. Looking forward to the 2/26 report.

Trend Analysis

NVDA appears to be consolidating within a longer term uptrend. Shares are presently above the 200-day moving average, which is rising along with the 10-day moving average. However, the Average Directional Index, or ADX, is below 20, indicating that shares have exhibited sideways movement recently. Comparative Relative Strength analysis shows that this issue is lagging the S&P 500.

Momentum for NVDA is strongly bullish. The 14-period Slow Stochastic Oscillator is rising, as investors pay higher prices for shares.

Today's volume is in-line with the norm for this point in the day, with 112,355,487 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders. As of 12:37 PM ET Thursday, 02/13/2025

Nvidia share price Double Top Breakout on 13-Feb-2025. GLTA

hpe and nvidia with 1 trillion parameters blackwell architecture with liquid cooling. ? air traffic application?
https://finance.yahoo.com/news/nvidia-shares-climb-hpe-rolls-155109667.html

EVEN AT THE LE FRANCE AI SCAM RETREAT THE WORLD WAS JUST AT!!!!!!!!!!!!!!!!!!!!!! ALL OF THEM SAY A.I. IS A HUGE RISK!!! BUT WITH GREAT POTENTIAL!!!! AGAIN WITH THE POTENIAL KEY WORD!!!! REALLY A.I. IS GOING TO TO CURE CANCER!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! SUCH A EMPTY HOLE RACKET GOING ON!!!!!!!!!!!!!!!!!!!!!!!!!!!! NVDA WILL HIT SUB 100 BUCKS REAL SOON!!!!!!!!!!!!!!!! MUHAHHAHAHAHHAHAHHAAHAHAHAH!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

china manipulation of news in order to buy cheaper usa tech stocks to replenish chinese pension funds. they've done it before, and no one did boo to them.
now they do it again with the plausible excuse of it being done within their great firewall and the data they trained it on? but if we believe openai and others, deepseek used their hedgefund owners as cover for the big investment in learning,etc. and then did their distillation on it claiming that's all folks.
now they bully apple into using alibaba ai for their population. any western users want to use alibaba ai from within the great wall? might as well get your own world view from the little red book. these same officials put dunce caps on scientists and put them to work in fields? educational diaspora ensued. now they try to entice them back? vance goes to paris and tells macron to create their own ai ip. no freebies and definitely better respect usa patents/copyrights/ and not try to steal ip. they got money from biden for green energy /global warming, but not going to happen with the new guy. cooperation is one thing, they think the marshall plan forgiveness is something forever? their gratitude lasts less than a generation or two and then it's back to messing around with other's stuff. no , this time they have to pay for it.

Here's another one for the peanut gallery and it's not about deepseek but does mention them. Openai is having their own chips made by TSMC to cut their dependence on Nvidia. So Peanut gallery keep up with your fantasies and lack of knowledge. LOL the peanut gallery really has a lack of knowledge as far as what's going on.
https://www.yahoo.com/finance/news/taiwan-semiconductor-manufacturing-tsm-produce-163956977.html

There you go again with deepseek. You still haven't learned to read. You keep on posting old news. At least I give links to my posts unlike you and your peanut gallery.
Never argue with an idiot. They will drag you down to their level and beat you with experience.'

Yeah, he’s pretty amusing. I just laugh when I see his posts.

NVDA has done pretty well. The DeepSeek crap came and NVDA took it and went back up into the $130’s. All while being in the quiet period and pretty much not uttering much of a peep.

All the doom and gloom posts about how the share price would “crash” have been proven wrong - once again. Yes, it went down but it bounced right back up again.

Now we have what will probably be a strong financial report being published on the 26th. I doubt that the share price will decrease after it is published. But you never really know - NVDA has smashed expectations before and not seen much of a rise is share price. Something tells me that won’t happen this time. We’ll have to see what happens.

lol

The peanut gallery speaks. Ignoring the obvious isn't going to make the stock climb. You post old and obsolete news over and over. DeepSeek isn't a threat in itself but what it can do. So continue to ignore new situations and brag about a stock which has done nothing as far as SP goes since June of 24. This is relative to you and the peanut gallery as you and yours are the poster kiddies from which Mark Twain had in mind
"Never argue with an idiot. They will drag you down to their level and beat you with experience.''

calls DeepSeek a 'disinformation machine'
Security researchers warned that DeepSeek's website had computer code that could send some user login information to a Chinese state-owned telecom company that has been barred from operating in the U.S.
In addition, independent researcher SemiAnalysis disputed claims that DeepSeek V3 incurs a training cost of roughly $6 million. It pegged the total server capital expenditure at $1.3 billion.

And NewsGuard branded the chatbot phenom a “disinformation machine” that failed to provide accurate information 83% of the time and frequently inserted Chinese government messaging into unrelated responses.
"NewsGuard’s analysis of how DeepSeek responds to prompts related to disinformation from China, Russia and Iran found that the chatbot repeated false claims even in response to neutral, straightforward queries," the group said.
Louis Navellier, chairman and founder of Navellier & Associates, said during a recent podcast that DeepSeek was announced during the NFC-AFC football playoffs “and that news took a bunch of stocks down premarket.”
“I guarantee your average trader is watching those football games,” he said. “It looks like it was done to just hit the market because the app's not working, to be honest with you. It's crashing the cloud constantly, so whatever narratives the short sellers are using are now over.”

I looked at two missing posts, plugged in the post number and saw his anti-NVDA posts. Yeah, I shouldn’t have responded but sometimes can’t help myself. I’ll mature someday…..just not today

You must have un-ignored this guy 

It’s amazing how gleeful you become when you think that you have unsettling news about NVDA. Did Jensen run over your dog? I don’t think I’ve ever seen a poster whose agenda is to cause FUD on every post. Hopefully you’re this motivated with more meaningful things in your life.

https://stocks.apple.com/AxWbKg-EdQmmskoRk4mxP2A

Meta in talks to acquire Furiosa. If that happens, Meta will make a lot of AI chips and not use as many Nvidia chips.
https://techcrunch.com/2025/02/12/meta-in-talks-to-acquire-ai-chip-firm-furiosaai-according-to-report/

One thing is uncertain. France mentioned spending over 1B Euros on AI programs. Then I see this article.
https://finance.yahoo.com/news/latest-news-ai-chips-amd-110746872.html
Also curious as to EU spending around 2B Euros on AI applications. So, does that come out to over 3B euros? Seems like AMD is planning on getting a decent portion of that money considering the shortage of GB parts. Nvidia does have limited supply and I see AI applications needing to utilize other sources than Nvidia to augment their development.

The Q&A from Super Micro earnings transcript was very good I suggest everyone read it if they want. Blackwell was mentioned all through it, what I got from it is this quarter they basically shipped B200 & GB200 servers, not the 36NVL & 72NVL racks. So I think most of the Blackwell upside this quarter from Nvidia will be what Nvidia sold themselves IMO

Arizona1 thanks for the private reply on the copy and paste it seems to work. I don't have the private reply service.

Quinn Bolton -- AnalystGot it. So, just waiting for the allocation, it sounds like is the gating factor. Got it. And then maybe just a follow-up, longer-term question, Charles, on this DeepSeek impact on the industry, certainly sounds like we'll get more deployment of AI models, which probably says we get more inferencing.To the extent that you see more inferencing infrastructure put in place, it's probably more fragmented. I assume that that's good for Super Micro because it's less concentrated, probably more variability of systems. But can you spend a second on whether you think a shift toward inferencing is positive for the business? Is it neutral? Is it negative?Charles Liang -- Chairman, President & Chief Executive OfficerYeah, it's very positive. When invention becomes more popular, becomes worldwide trend, right? I mean, before, I mean, they may have a 300 buyer basically. But with even getting popular, AI, getting popular, I believe, very soon, there will be thousands of companies need to buy AI equipment or service. So, we are very happy to see the market size is growing, and many more customers are asking product, asking a total solution.And with our application-optimized major Building Block Solution. We are able to service a variety of customers in different verticals. So, that's another advantage we will have.

Here is a question and answer from Super Micro earnings transcript. Hopefully my copy and paste works. 

Quinn Bolton -- AnalystThanks for taking my question. Just wanted to follow up on the GB200/NVL72 question. Just it sounds like you guys are ready to go, but the biggest gating factor is just support from NVIDIA, do you guys have a forecast from NVIDIA? When did you think you're going to start to see supply of the GPUs so that you can ship the NVL72 or is visibility still pretty low on the availability of the GPUs?Charles Liang -- Chairman, President & Chief Executive OfficerWe already proved pretty much everything. And now that's waiting for -- and we had some allocation, some volume. But the volume demand is way much bigger. So, we are waiting for more allocation.So, hopefully, very soon, we can ship in a much higher volume.

The short sale volume is creeping up thereby raising the average short volume sale. The stock is currently a trading stock and will make traders money. Longs at this point will have virtually no gains This has been the trend since June of 2024. Again more competition is entering the AI market at much lower costs. A number of the applications which Nvidia captured in the past will most likely transition to the lower cost solutions. The larger applications which require intensive training and computing power will stay (at this time with Nvidia). However, in the next 5 yrs, a number of those applications will be taken up by quantum computers taking away away the much higher profitable market which Nvidia now enjoys. After 2025, I would anticipate the Nvidia's GP to be under 70%. With the amount of money EU is planning to invest in AI, I have to believe they will have some of their own chips and systems. Might take 2 years but it will happen.

the quantum computer techs combined qubits applied to the same job are said to impart an improvement in qubit reliability. it would therefore be necessary to have an ip which allows collaborate work/entanglement of their work/platform/algo.........enter nvidia cuda-q. i think this is jensen's genius. of course you need nvidia to manage the collaborative efforts of the distributed quantum computers, supercomputers, asics, gpu, sensors, etc. a global network with off world assets as well/scalable and flexible and secure. usa has stargate, japan has their, china has alibaba, eu has theirs, each node can be a node of nodes for collaborative work as our world spins on it's axis. wags.

EU chief: The AI race is just beginning.

Building on the European AI Champions initiative, I’m glad to announce InvestAI 🇪🇺

We aim to mobilise €200 billion in AI investments in Europe ?

I don't understand when I copy and paste something it shows up to me but when I submit it's not there. What am I doing wrong frustrating. Anyway my last post said "EU sets out 200 billion for AI spending"