NVIDIA Corp (NVDA)

[IanFromSI]

I believe the current fiscal quarter ends in November.

Volume delivery of Blackwell begins in December - the new quarter.

Shall we probably have until the beginning of December to add to our shares if anyone so desires.

I suspect that we’re underestimating the value that businesses are already achieving with AI. For example, on the news last night one of the local hospitals is using AI to examine the charts very high risk patients and it’s already seen the death rate reduced by more than 27%.

I don’t think it’s going to be very long before every other hospital is also using AI to lower death rate.

… And this is going to go on in every business and corporation and every process in all of those businesses and corporations.

Nvidia will be a major player for at least the next 2 to 5 years. If Jensen keeps performing the way he has been, it could be for a very much longer period of time.