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Dave that says to me that Delfin was beat by the competition in signing SPA’s
It may have something to do with Exxon’s recent acquisition of Pioneer they are a big shale play
I read the article it was very good the first article I’ve seen that calls out 2Q for B100. Awhile back Nvidia said in early 2024 they were going to add that memory to H200 chip, that will be a double whammy. Nvidia knows AMD and Intel are coming so they’re going to shut the door before it opens. Once you have market share it is very difficult to steal away.
According to a report by a South Korean media outlet, MT.co,kr, it is reported that SK Hynix has secured a deal to exclusively supply NVIDIA its latest HBM3e memory that will be used to power next-generation Blackwell GPUs. This will help SK Hynix become a lead semiconductor supplier in the AI industry.
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HBM3E is included in B100, the next-generation AI flagship graphics processing unit (GPU) that NVIDIA plans to release around the second quarter of next year. The market predicts that B100 will be a more powerful AI game changer than H100, Nvidia's current highest-spec GPU. This product is mainly used in AI cloud and supercomputing. NVIDIA accounts for more than 90% of the AI ??GPU market share.
NVIDIA originally planned to release the B100 in the fourth quarter of next year, but is said to have moved up the release date to the end of the second quarter due to a rapid increase in demand. As the B100 release date was pushed forward, SK Hynix also became busy. As the quality test schedule, which was originally expected to be in the beginning of the second quarter, has been pushed back to the first quarter, we are focusing on increasing yield. It is expected that the quantity for quality testing will be transferred to NVIDIA as early as January.
MT.co.kr (Machine Translated)
The report states that NVIDIA has exclusively selected SK Hynix's HBM3e memory owing to its mass production quality. These chips will be handed to NVIDIA early next year for the company to begin the final qualification testing. As for the product which is going to be powered by the new DRAM, it is said that NVIDIA's flagship next-gen GPU, the B100 "Blackwell" will be utilizing it. The B100 is also said to have originally been planned for Q4 2024 but NVIDIA will now be launching the chips earlier in Q2 2024.
On a similar note, it is also stated that NVIDIA had been developing Blackwell B100 GPUs since June 2023 and already received initial samples of HBM3e memory from SK Hynix back in August.
Image Source: NVIDIA
The reason for this change is said to be the surging demand for AI GPUs and the requirement for more powerful AI solutions. NVIDIA already accounts for over 90% of the AI GPU market with its Ampere A100 and Hopper H100 GPUs and Blackwell B100 is going to further cement the green team as the undisputed leader of the AI world. The source also goes on to quote a source within the semiconductor industry who states that B100 is impossible to sell without HBM3E.
An official in the semiconductor industry said, “Without HBM3E, NVIDIA cannot sell B100,” and added, “Once the quality is met, a contract is only a matter of time.”
MT.co.kr (Machine Translated)
A recent investor roadmap confirmed that NVIDIA has Blackwell B100 GPU positioned for a launch in 2024. Even the follow-up to B100, the X100 GPU, is mentioned for a 2025 launch. This shows that NVIDIA is indeed accelerating the pace of its AI GPUs and wants to remain in the leading position in the coming years.”
Hey NP just curious what do your friends think about Delfin.
Thanks I listened to it on YouTube. They sat down with Nvidia for a week evidently made a believer out of them. $700 price point
Nice job Dave the permit process actually seemed proficient from the 8/4 date.
GE’s LM6000 engines are 60,000 shaft horsepower each
Nice article I didn’t see who wrote it
Nvidia has a October presentation that shows the B100 chip coming out in 2024 changing from 2 year debut to 1 year. H100 came out in early 2023. Good news since AMD and Intel are entering the race.
NP just think if in that article it read “Delfin will be looking at its opportunity to Reverse Merger into its 70% ownership of shell company TGLO”
I think we will be getting a lot of that
The FERC took care of them now Delfin needs to do their part to have credibility among the marketplace
All we needed was for him to blow his top and look what happened:)
Actually you called that months ago that they didn’t need Sunshine Meeting
One step closer……. Excellent
You know I think everyone here knows what they have with TGLO. To be told all the time to hold your shares, keep the faith, it is coming etc. is really not needed. Sometimes quality of posts is better than quantity.
“Nvidia Stock Has Been Trading Sideways. What Could Spark Another Rally.
N?vidia has lost some of its momentum in the last couple of months. The next generation of its graphics-processing units could be the key to another leg upward and it might come sooner than investors think, according to analysts at Citi.
Nvidia (ticker: NVDA) stock has almost tripled in value this year but the semiconductor maker’s shares have largely moved sideways in the last couple of months. Investors look to have priced in the gains from Nvidia’s H100 GPU becoming the most in-demand chip for artificial-intelligence applications.
Further gains could be unlocked if Nvidia releases its next-generation B100, or Blackwell, GPU in the first half of next year, according to Citi analyst Atif Malik. Nvidia’s normal AI chip production schedule would call for a release in the second half of 2024 but the company might accelerate its timeline to meet booming demand and stave off competition, Malik said.
“[The] B100 GPU could be an even bigger AI game changer than H100 at its launch from a technology standpoint and set for a rapid adoption which subsequently will drive up Nvidia’s ASPs [average selling prices], sales, and margins,” Malik wrote.
Malik noted the B100 could represent a significant technological advance if Nvidia uses Taiwan Semiconductor Manufacturing’s (TSM) 3-nanometer manufacturing process, as well as adopting ‘chiplet’ stacking technology which combines multiple small chips.
Malik has a Buy rating and $630 target price on Nvidia shares, based on a price-to-earnings multiple of 35 times the company’s forecast 2025 earnings. Nvidia shares were up 1.3% at $440.43 in premarket trading on Monday.”
At least their being mentioned
Thanks NP can you elaborate on the Delfin mention
“Bryan Catanzaro had spent many years trying to get his colleagues at Nvidia to care about deep learning, but nobody seemed too interested in something that seemed like alchemy—at least not when it was coming from a research scientist who fell squarely in the middle of the company’s totem pole. It was only in 2013 that Catanzaro’s old CEO at Nvidia started to really pay attention to what he had to say. Catanzaro explained why he thought deep learning—a process by which computers’ data-processing mimics, to an extent, the human brain—was so key to the future of AI. Jensen, to Cantanzato’s surprise, was all in, he tells me. “All of a sudden Jensen started caring a lot,” Catanzaro says via video chat from his California home. “It seemed too good to be true.”
As a result, one whole decade before this year’s AI boom, a graphics company mostly known to gaming nerds and PC enthusiasts decided to bet the house on something that, at the time, was as unreal as Mark Zuckerberg’s metaverse and offered no immediate bottom-line appeal. Initially, Catanzaro was suspicious of whether Jensen’s interest wasn’t fleeting or perfunctory.
“I didn’t think that it was actually even possible to focus Nvidia on something like this,” he says, “because, at the time, it was a different company.” But those doubts were misplaced: Almost instantly Nvidia made a hard pivot, kicking off a mad dash to transform itself into an AI powerhouse.
These days, Catanzaro is the vice president of Nvidia’s Applied Deep Learning Research group, the AI research lab that paved the way to the current state of generative AI, thanks to its massively parallel chips that power data centers all over the world. Catanzaro is involved in all sorts of interesting projects: improving graphics quality via generative AI with its Deep Learning Super Sampling technologies; creating the Megatron transformer, which can build and train natural language processing models with billions and trillions of parameters; and helping to better integrate deep learning ideas into a number of user-friendly products and applications. Who knows, maybe one day his team will even develop a more helpful generative AI tutor for struggling students. “We are willing to do what it takes to see our ideas all the way through to the customer,” he says.
And the company’s coffers have only swelled alongside its ambitions. Last quarter, Nvidia earned $13.5 billion, up 101% over the prior year, way well over its $11 billion estimation. Still, Catanzaro says he doesn’t forget the company’s gaming origins. “I think that gaming is going to become the output mechanism for generative AI”, he says. After all, he says, it’s unlikely that eight billion people are going to interact with AI primarily by typing into text boxes; people simply don’t write and they don’t read that much.
“It’s much more natural to interact like the way we’re interacting now,” he says, “which is leading to generative AI as a new form of media, one that is going to be bigger than any other form of media.”
This story is part of AI 20, our monthlong series of profiles spotlighting the most influential people building, designing, regulating, and litigating AI today.”
UBS starts coverage on The Trade Desk with Buy rating
UBS initiated coverage on The Trade Desk (NASDAQ:TTD) with a Buy rating and a $100 price target.
The analysts said they estimate that the company's Connected TV, or CTV, gross spend compounds at 41% '22-'25E and 52% in an upside case, contributing 17-23 ppts to the consolidated TTD CAGR of 28%, as the U.S. continues to account for 85%+ of spend and global CTV spend continues to outgrow industry estimate (12% '22-'25E CAGR).
The analysts anticipate that Retail Media Networks, or RMNs, could drive 5ppts of the company's '22-'25E CAGR and 7 ppts in an upside case. However their checks suggest that off-site RMN spend needs time to ramp. Consumer and ad buyer surveys show that usage and ad spend for CTV and RMNs will ramp over the next one year.
UBS' above consensus '24/'25E year-over-year revenue growth estimate of 29%/25% (consensus 24%/23%), is supported by — the analysts' expectations for a more accelerated cadence of linear ad budget migrations to CTV in the U.S.; the rate of DIS+ and other CTV players expanding internationally; The Trade Desk's retail media partnerships scaling outside of Walmart; and contributions from the 2024 U.S. Presidential election cycle.
In addition, the analysts noted that, over the next one year, they could see more upside potential if the company's Forward Markets solutions (currently in beta) sees broader and quicker than expected adoption, AVOD (Advertising-based Video on Demand) adoption accelerates due to evolving programmer/distribution relationships (similar to Charter/Walt Disney deal), and Netflix/Xandr deal is further reworked to include The Trade Desk.
No I seen the headline through Seeking Alpha
UBS started coverage with a buy rating
I don't know if anyone has read any articles from this Code conference that Kevin Scott CTO of Microsoft has been saying. For sure nothing of the rumors Microsoft is slowing down buying of H100's. He doesn't tip his hand too much he does say they are buying from Nvidia for the past years as is the best solution. We know they are working with AMD on a chip if not more than one he was elusive. He did say "For us, it's a big complicated software stack, but the only part the customer sees is the API interface," Well who has been developing their software stack for AI the past decade (or more). Its not AMD
When MOL said they were going to quickly expedite FID with Delfin wouldn't you think that meant before they had to go in front of the FERC again. I still haven't seen Suryan Simunovic's picture on the BOD of Delfin does that mean no money? Speaking of which does Oscar's face seem like it is sagging since it has been there so long, I think his eyes are closed. Is Vitol Inc. going to have to renegotiate their contract due to non activity, .5 mil. tonnes of gas is that enough to start a good fire. Where O Where has Devon gone. Just a little sarcastic humor fellows don't get your panties in a wad as Kelly Sue would say.
Yeah I don’t look as that as a delay just their place in line. It could be worse for making the FERC have to listen to the Sierra Club and company for five years.
What delay?
They can’t cancel you young lady
Have you ever seen a night time satellite view of North Korea. Kim’s house is the only one with the lights on.
That was my next comment why not last year for the 3 years, a brain fart …. I guess will never know.
Jab, you know the FERC, when a company requests and receives the permit, then fulfills the conditions of the permit, do they have to renew the permit yearly. I think the answer is no they don’t have to renew but don’t know. If so why the 3 year request?
Have a cousin Larry Joe
That beats having little people with flashlights….. no offense intended.
Wow a lot to that actually I’m writing down your post# for future reference. Thanks again
NP how do you post those pictures are they certain type of file thanks
It may be the kiss of death kind of like Crammer but Cathie Wood’s Ark Invest is buying TTD in May and September
Slow and smooth recovering from the drop
NP those companies you mentioned have massive earnings to go along with their massive shares. Delfin will basically have little to no earnings for years so how will that go with 441 million shares no earnings when they do their EPS quarterly reports.
The more I read on this collaboration with VMware with the L40S GPU the more I get excited. They already are getting the H100 systems but this new system is for the enterprise which is new for next year. Stay tuned don’t change the channel