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I also thought it would be hard for Nvidia after earnings but unlike previous reports Nvidia already dropped 8-10% days preceding earnings. Earnings were good CC was great let’s go
Not arguing Delfin’s TGLO potential saying it is highly anticipated if so we would be in the dollars. Once it happens it is too late if you’re on the sidelines…. It is like when you own a stock that has bad news too late to sell everyone already did.
Not sure what you mean there are still 441 million shares outstanding whether Delfin owns them or individuals. When TGLO becomes DLFN their EPS is still calculated from 441M shares unless of course a RS occurs.
100 million cap because it has 441 million shares outstanding (not to mention way too many) and no revenue. Come on you need to do better than that.
C I’m wondering why you would say this is the most anticipated RM in the market when it is sitting around .20 cents. To me a penny stock that is highly anticipated to RM would be out of the pennies. Just curious
Usually within a half hour after the close.
They will definitely hit a high watermark just maybe not right after earnings. If it goes down it will be bought back that is a guarantee
It was not my intention to sound pessimistic I’ve owned Nvidia for awhile now, I just think it seems like everything you read talks about Nvidia’s earnings. I guess what I was trying to get at is the SP after earnings doesn’t make the company if that makes sense
He is a cornerstone
From here on out Nvidia’s earnings are always going to be scrutinized, they will not be good enough no matter what. What happens between earnings is the important part. Of course the commentary on the earnings call is what lets you know what success will be coming.
I wouldn’t praise Chesapeake too much they aren’t exactly the pure American company, not that matters about the contract. Aubrey McClendon 2016
That was a good post I couldn’t have said it better, yesterday I checked and there was like 12 posts. I thought alright until I read them, like cockroaches in the light.
I’ve seen many interviews of her, I’m not a big fan but that was probably the smartest I’ve heard her.
I’m not technical by any means but you would think the ASIC chips would be very compatible with their GPUs and CUDA
Yeah I agree no telling how the market will react to earnings to me it doesn’t matter I’m long term holder. Although a change in fundamentals would make me think about it but I don’t see that happening. I expect Jensen to really talk up future demand there will be a lot of questions towards that and AMD competition. Jensen is a class act and doesn’t bad talk competition but I think he will start talking more about Nvidia’s total solution versus providing a GPU chip as AMD provides. Looking forward to earnings call
I like the thought of this so called second phase with Enterprise AI along with Jensen talking to World Leaders for their own Sovereign AI. With Nvidia being a one stop shop for hardware, software, and teaching AI
Reread your post didn’t realize you were talking GTC yes should be big H200, Blackwell B100, etc etc
Don’t forget GTC is March 18-21 this is where Jensen will go into depth about everything that is new and coming to a theater near you.
It figures the market is down the day after they report
The strike in the auto industry took them down last Quarter hopefully they have resolved their dependence
I’m not sure hurry and Delfin should be used together
Never mind they already did
I think he was probably talking about me, I was asked something and answered along with expanding some things. My bad I will go stand in the corner delete my posts it sure won’t be the first time go TGLO
I have always said TGLO will not do anything until Delfin and TGLO are used in the same sentence. It would be interesting to know if the CEO and COO have any skin in the game having any TGLO shares. For whatever reason the journalist haven’t printed any ties between Delfin and TGLO. it shouldn’t take a rocket scientist to expose the ties but in this day and age I have no confidence in any reporter to actually do their job.
I guess I missed that
I don’t know this industry like everyone here and maybe a stupid question but who provides the natural gas for Delfin’s LNG
That’s great Gunvor came through with their previous PR
Flying Pigs is a Cincinnati thing we even have a marathon named after it
Let’s say Delfin is in compliance to get the DOE extension what is the DOE process to grant extension. Unfortunately any government agency can be influenced by the existing administration so it makes you wonder if that process will be stretched out. I would think like FERC, Delfin will not FID until extension is granted ….. as the beat goes on.
Not again are we?
That is good it didn’t come from the writer it came from Chris O’Shea
Jensen was in Canada this week sounds like it paid off. Although this would not be a quick stream of revenue it would be a future stream. He has met with a lot of countries I would guess they all know AI is their future and the Godfather of AI is their salvation.
TECHNOLOGY
Canada signs letter of intent with AI giant Nvidia during CEO's Toronto trip
Tara Deschamps, The Canadian Press
18h ago
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Industry Minister François-Philippe Champagne says Canada has signed a letter of intent with artificial intelligence chip giant Nvidia to boost computing power.
In a post on X, formerly known as Twitter, the minister announced the document was signed with the California-based powerhouse, which recently saw the race to innovate with AI push its valuation past the $1.5 trillion mark.
Neither party revealed the contents of the letter during Nvidia chief executive Jensen Huang's trip to Toronto on Thursday.
“Minister Champagne wants my support to ensure that Canada can have access to leading edge technology so that it could, with necessary funding, build its own infrastructure and I'm very enthusiastic about that,” Huang told The Canadian Press in an interview late Thursday.
“We've been a partner of Canada since the beginning of deep learning … and so this is a very important region for us to invest in, a very important country for us to invest in.”
Canada is not alone in prioritizing AI infrastructure. Huang said Japan, South Korea, Malaysia, Singapore, Britain, France and Italy are all attuned to the topic.
The opportunity facing Canada, however, is unique.
Huang considers Canada the birthplace of modern AI because two “godfathers” of the technology, Yoshua Bengio and Geoffrey Hinton, long completed AI research in the country. The two eventually won the prestigious A.M. Turing Award — often called “the Nobel Prize of computing” — with Yann LeCun.
Bengio and Hinton have since set up AI research hubs, the Vector Institute in Toronto and Mila in Montreal.
“Canada has such deep and quite significant in scale AI research, between Montreal and Toronto,” Huang said.
“Don't squander that and make sure that these researchers have the instruments they need, the funding they need to continue to advance the science they, in a lot of ways, invented.”
Wearing his signature black leather jacket, Huang spoke to a Canadian Press reporter at the Four Seasons Hotel in Toronto while he dined on sushi and sliders.
Earlier, he shared a stage before an invite-only crowd with Raquel Urtasun of autonomous driving company Waabi, Aidan Gomez from AI darling Cohere, Alán Aspuru-Guzik of the Vector Institute and Brendan Frey from drug discovery firm Deep Genomics.
“There are a lot of different things that we have to do in order to accelerate the ecosystem here in Canada,” Huang told the audience.
“Part of it requires the encouragement and support of government, part of it is about inspiring a young researcher to continue to do research here in Canada, and part of it is about creating the opportunities for them … after they graduate.”
He emphasized Canada doesn't lack research or talent — an observation shared by Stephen Toope, president of the Canadian Institute for Advanced Research.
However, Toope pointed out Canada's global ranking on AI talent had slipped over the past few years, according to a report from U.K. firm Tortoise. It's ranking on AI capacity, which measures a nation's AI adoption and development capabilities, also dipped.
Its AI infrastructure ranking fell from 15 to 23 between 2021 and 2023, which concerns Toope.
"My fear is that we could reach a point where the people who we brought here and retained here actually can't do the work they want to do because they don't have access to the computing power," Toope said.
Computing power includes power sources, data centres and chips.
Most chips come from the Taiwan Semiconductor Manufacturing Company, which counts Apple and Nvidia as customers. (Nvidia, which Huang co-founded in 1993, designs graphics processing units — cards that enhance the performance and quality of gaming and creative applications — but often uses third parties to manufacture them.)
Many feel it's unlikely Canada, which lacks major foundries, could ever seriously rival Taiwan Semiconductor.
"Quite frankly, Canada is not in the short term, or even the medium term, likely to build out massive capacity to produce the kind of chips that are required for AI," Toope said.
"It's just too complicated, too expensive.”
A 2021 report from Canada’s Semiconductor Council found fabrication facilities for semiconductors, also known as chips, can cost about US$5 billion in land, equipment and materials, and advanced logic and memory factories can reach US$20 billion.
“Canada doesn't have to advance chips. There are so many companies that build chips,” Huang said.
Rather than make chips, Toope is pushing for the country to adopt a purchasing consortium backstopped by the Canadian government — but including public and private actors — that could all work together to help the country more efficiently procure computing capacity.
"It's not making its own chips, but it's a kind of sovereignty because we've got a guaranteed supply," he said.
This report by The Canadian Press was first published Feb. 2, 2024.
Jab it is good to look through some of the old posts. Although to think those dates were only around halfway of the journey. Now is the time for Delfin to finish.
Really after 6 years
That was the conversations I remember nothing wrong with that.
As Jab talked about all the talk posts over the years the selling scenario was also discussed in great detail. If memory serves me North was big in that discussion. I’ll let him attest to that if so.
I’m sorry to hear that I figured you to be a lot smarter than that:) Although I would picture you as a moderate Democrat.
Jensen doesn’t want to wait for TSMC to double their packaging capabilities by the end of 2024. Even though AMD is just starting in the market Jensen doesn’t want AMD to get a foothold. You know how that goes it is hard to take market share from the incumbent.
If this is actual it will be a big deal for Nvidia.
PC Components GPUs
Nvidia reportedly selects Intel Foundry Services for GPU packaging production — could produce over 300,000 H100 GPUs per month
News
By Anton Shilov published about 12 hours ago
TSMC admitted in mid-2023 that demand for its chip-on-wafer-on-substrate (CoWoS) has exceeded its production capacity, and the company vowed to double capacity by the end of 2024. But while TSMC is building up its CoWoS capabilities, Nvidia would like to ship as many of its high-demand AI processors as possible — which is why it's tapping Intel to use its advanced packaging technology (in addition to TSMC's), according to a report from money.UDN.com, citing industrial sources. As with all unconfirmed reports, we'll have to take this with a grain of salt until the companies involved comment. The deal is purportedly for 5,000 wafers per month, and according to quick back-of-the-napkin math, that would equate to 300,000 of Nvidia's H100 chips (assuming perfect yield and that the contract is for H100) per month.
TSMC is projected to remain the main supplier, providing around 90% of Nvidia's advanced packaging capacity. But starting from Q2, Nvidia is also poised to use Intel's capacity for at least some of its products, the report claims. If this information is accurate, adding Intel's capacities will let Nvidia produce more GPUs for AI and HPC workloads, satisfying demand for its existing products quicker. There is a catch, however.
All of Nvidia's current and previous generation products, such as the A100, A800, A30, H100, H800, H200, and GH200 rely on TSMC's CoWoS-S packaging process, which relies on a silicon interposer. The closest advanced packaging technology that Intel has is called Foveros, which also relies on an interposer, albeit a different one (CoWoS-S presumably uses a 65nm interposer, and Foveros uses a 22FFL interposer).
To use Intel's Foveros, Nvidia will need to validate the technology and then qualify actual products, which will likely have slightly different characteristics (because interposers are made on different process technologies and have different bump pitches) than those packaged by TSMC, so the company's partners will probably also need to qualify them before deployment. If this is the case, it will be interesting to see whether Nvidia outsources only select products to Intel, or all of them.
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Intel is expected to join Nvidia's supply chain in the second quarter, producing about 5,000 Foveros wafers monthly (if the report is accurate). This is quite a significant number for Nvidia alone. To put this into context, TSMC could produce as many as 8,000 CoWoS wafers per month as of mid-2023 (which is when Nvidia consumed the lion's share of this capacity) and aimed to increase the output to 11,000 by the end of 2023 and then to around 20,000 by the end of 2024. If Nvidia gets an additional 5,000 advanced packaging wafers per month, this will give it a significant edge over rivals.
Outsourcing some of its advanced packaging to Intel Foundry Service can be seen as a strategic move for Nvidia to diversify its supply chain. As an added bonus, by employing IFS's packaging capacities, Nvidia will also ensure that these capacities cannot used by rivals — allowing Nvidia to solidify its position in the market.
Nice post hopefully ends the previous argument. If this doesn’t get Delfin going nothing will