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The interview was good I guess my expectations were high thinking maybe something big would happen but deep down knowing it wouldn’t. It was good for those people that never heard of Nvidia might say Huh
It will be neat to see Jensen is very good in videos I have seen him in very personal and liked. I especially like him for making us so much money
Not sure 60 minutes following I would think pretty good it’s been on for ever, of course Nvidia is in its quiet period but should be good. A lot of people have never heard of Nvidia but that is about to change
The 60 minutes episodes don’t they usually have 3-5 subject matters so say Jensen will probably be on 10-15 minutes. Does that sound about right I don’t usually watch it.
I agree expecting very positive response as a long I see nothing but long runway
What do you think Nvidia SP will do next week after 60 minutes. 60 minutes is pretty popular and there are a lot of people that don’t know Nvidia. Should be interesting
Well written, I’m not good at writing but I do support it contrary to what people might think.
Article about auto business that will someday become major contributor
Chinese EV maker Xpeng says partnership with Nvidia unaffected by US trade sanctions
Xpeng said local solutions for car chips have emerged despite not being as advanced as imports, but it would keep its options open with domestic suppliers
As of June last year, Nvidia – which is not allowed to ship its advanced AI chips to China – had about a 52 per cent share of the global navigate-on-autopilot market
Thursday, 25 April 2024, 10:00:PM
Chinese electric vehicle (EV) start-up Xpeng said its partnership with Nvidia has not been affected by tighter US trade sanctions, but it will keep its options open with local suppliers.
“We’re very happy with our collaboration with Nvidia and other silicon partners,” Brian Gu Hong-di, vice-chairman and president of Xpeng Motors, said during a press conference on Thursday on the sidelines of the 2024 Beijing Auto Show.
Gu said local solutions for car chips have emerged despite not being as advanced as imports, adding that Xpeng is keeping its options open with domestic suppliers.
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Although Nvidia’s autonomous driving chips are the predominant hardware for supporting assist-driving and more advanced self-driving capabilities developed by carmakers in China, mainland suppliers are quickly catching up amid the country’s drive for self-reliance in semiconductors, especially given that most auto chips do not require cutting-edge manufacturing technologies.
Nissan CEO to respond to EV rivalry in China with bigger line-up, output targets
As of June last year, Nvidia – which is not allowed to ship its advanced AI chips to China due to US trade sanctions – had about a 52 per cent share of the global navigate-on-autopilot market, signing cooperation agreements with 25 automotive original equipment makers globally, according to data from Gasgoo Institute, a Shanghai-based research company.
Nio’s flagship ET5 and ES7 sedans, Li Auto’s L9 model and Xpeng’s G9 all come equipped with Nvidia’s Orin chips. Auto chips are seen by Washington as a less sensitive area of the semiconductor market when it comes to setting trade sanctions.
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Xpeng’s Gu also said that the firm’s smart-driving capabilities for more complex urban traffic environments outshone its competitors. He said the gap between Xpeng and its competitors in city smart driving is “widening”.
“This year, obviously, we want to leverage AI, leveraging large [language] models,” said Gu.
Xpeng has 2,000 engineers working on autonomous driving technologies, ranging from software and architecture to data optimisation, and 3,000 people employed in generative AI.
It will invest 3.5 billion yuan (US$483 million) this year to develop generative AI technologies, which are sweeping every industry from autos and corporate services to consumer electronics.
In 2022, China sold about 7 million smart passenger vehicles equipped with assisted autonomous driving systems, which translates into a market penetration rate of 35 per cent.
In the first half of 2023, that figure rose to almost 43 per cent, according to data from China’s Ministry of Industry and Information Technology.
Autonomous driving companies have been struggling to eke out a profit in China due to heavy costs and low revenue from maintaining large robotaxi fleets.
Baidu, which operates a robotaxi fleet in several cities, said its self-driving unit will focus on generating revenue and profits after burning cash for years.
Smaller players such as WeRide and Pony AI have joined bigger carmakers to monetise software services as they continue to operate driverless robotaxis at a loss.
Xpeng’s Gu paints a realistic outlook, saying it will take longer than five years before robotaxis become a “real commercial operation”.
Excerpts from Googles earnings transcript
CEO
“We offer an industry-leading portfolio of NVIDIA GPUs along with our TPUs. This includes TPU v5p, which is now generally available, and NVIDIA's latest generation of Blackwell GPUs.”
That was the only mention I saw but I didn’t read it just scanned for Nvidia
Hopefully XL175 doesn’t send a comment
lol I forgot got about the toilet flushing
Don’t forget Meathead the pollock the movie The Mule was the only thing that came close to All in the Family. I’ll probably get deleted for OT
It is hard to believe what they got away with but was a different era great stuff can you imagine that show today heads would explode
Nola you have a good start so far QB Jayden Daniels LSU
Now Jerry who on earth would sell this fine opportunity
I don’t dislike you or anyone it just seems always negative towards Nvidia and it just seems why post to board if you don’t like the stock. Maybe that isn’t what you mean I guess this board is more geared towards trading and I have owned Nvidia since 2019 and really not interested in daily movement unless the fundamentals of the company changes then I’m interested. It sounds like you guys have your own thing going so who am I to say. I enjoy the articles that get posted (some I haven’t already seen) it doesn’t seem like any conversation about them to each their own. Not trying to offend good luck to all
Why do you guys even post to him nothing he says makes sense I wouldn’t waste even waste your time
Nvidia is something else back when AMD announced mi300 series with high memory capacity. Nvidia soon announced H200 with comparable memory and faster etc. keeping customers on the hook. Then what do they do announce Blackwell even before they have H200 available. Now H200 available all eyes on it while everyone is salivating for Blackwell. Hard to compete with that
And the country forgot to mention
Take the personal aspect out of it were you better off from 2016-2020 or 2021- present
To me it is all political if the current administration was pro LNG Delfin would already have what they need from both agencies as simple as that.
Yes they will
Unfortunately the OG are going to get more pain and the new are going to find out what pain is all about
That will be their chance if they can survive until then. IMO
Vitamin don’t you know what this administration is capable of this is a easy one they have their eyes closed and hands tied behind their back
Maybe Delfin’s is one big tax write off for Fred and the Mothership
Jab is right too much uncertainty sell the shell. Have a Bernie’s Weekend prop up Fred put a pen in his hand and sign the papers.
I’m not sure how OTC are handled I would think like the big boards. AMC requested shareholder approval for 1:8 split received approval, a group of shareholders sued AMC after settling 8K was issued.
A reverse split goes to shareholders for a vote.
NP I agree with you about how a RS would be handled and I think a RS will happen and the vote will come before the RM. There is no way TGLO RM’s with 441 million shares. When we get the shareholders notice for RS we know the RM is next
And they have to be disclosed when going public.
Jab I can see why you want them to FID before the DOE and MARAD decisions. Once you do that and the decisions don’t come or don’t come in your favor then you are forced into a lawsuit. I don’t think they will RM until they get DOE & MARAD and if they’re in a lawsuit with the government I don’t see a RM.
DD a new one and yes it is exhausting being a cowboys fan. I actually have felt good about Delfin’s chances within the past 6 years. This latest is a kick in the teeth and balls the current hatred for fossil fuels will delay Delfin’s opportunity. I hope I’m wrong but I’m not it is unfortunate there are a lot of good people wanting this to happen and it will just next year.
You know the guy is just trying to be realistic it is better than everyone putting their head in the sand. This isn’t going to happen for a while let’s just hope it happens
Mel Gibson played him in the Patriot …. Never mind someone else
The FLNG system will be the low cost, environmentally friendly, and widely accepted in the future, but not now. No matter what you think about the current administration, Delfin will not receive anything from a government agency. Right or wrong the writing is on the wall, you can say they only need this, or only need that, it doesn't matter nothing will be decided until the election. Jerry was right this latest development only makes it clearer, if a new administration in January go Delfin, if not 50/50 chance at best Delfin will suceed. Life can suck sometimes but this really does GL to all.
Filing a lawsuit now that is a speedy reconciliation
Yeah I guess the “If you have been paying attention” hit me wrong I guess I’m cranky all good. I understand about the letter part it gets me wrong for some reason.
You know NP I don’t talk to you like that I try to respect everyone here I have in the past been cross few times. Not everyone has the same opinion but it is still America and so far everyone is entitled to it.
I just think it’s an integrity issue with Delfin but that is my opinion and I know it doesn’t matter. Cruz’s letter was good and hopefully will help, it seems from that article there is a systemic problem at MARAD that a letter will not solve. I have a real problem with our political representatives communication is with a letter. I see on Fox News interviewing congressman and senators saying they wrote a letter. “You wrote a letter really how dare you…. You are really living on the edge”. Just need a RM however they get to it.