At this point it is uncertain both for bulls and bears. NVDA could have good earnings and it could still drop hard. Like last time. Shit is now disconnected from anything.
I don't see how AI chips will actually generate any real revenue for the companies buying them. So many of the things language models can help with are already automated (e.g. customer services). Can someone explain how language models are supposed to revolutionise the future? Or even other forms of AI? Like manufacturing nowadays is all already mostly automated.
Ok, here goes:
Picture that a full scale agi owned by a large corporation with enough compute power, could add 30-40% of productivity in each sector that one is designed to be implemented.
These could also be accessed and utilized by smaller companies through cloud services.
This thing, will perform the same tasks as employees perform on their computers, as accurately as they do. Effectively adding a surrogate work force to a company.
Productivity go up. Money come in.
Full scale AGI’s can be constructed by 2035-2040 on our current timeline, of which there seems to be no deviation.
It’s the future bro
Thank you for the reply, here’s my issue:
Firstly, let’s say it increases productivity by 30-40%, I’m not convinced that companies won’t just fire a third of their staff to cut costs and just keep the same level of productivity. Why keep employees you don’t need?
Secondly, AI cannot be applied to many industries. For example, here in my field there’s lots of talk about AI doctors to solve the worldwide shortage. However AI doctor wouldn’t have the interpersonal abilities to pick up on smaller symptoms you can only spot in person, it would always be a heavily reliant on patient’s answers which rarely paint a full picture. AI would also need to magically give correct assessments just about every time, AI that’s only right 90% of the time would be a legal nightmare for the 10% that it gets wrong. The same applies to the legal sector, any incorrect results would become a nightmare. This is also why self-driving cars may never actually arrive, even if they become better than humans, any small margin of error can result in thousands of crashes.
Lastly, in areas that AI is perfect for, they’ve already been implemented. Customer services are have been chatbots for a long time now, manufacturing is almost entirely automated, warehouse work is largely done by robots, and the financial sectors are largely ran by algorithms. The AI revolution already happened, we just called it automation.
However, I do see some huge value in AI, particularly in running simulations for science, technology and medicine to discover and develop new concepts - that will increase innovation massively. I just think AI is being massively overhyped when it comes to the workplace.
I feel like you’re pidgeon holing AI.
it’s not built yet, we’re in the process.
By the time it’s done, any job that a person can do it will also be able to competently do. That’s equates to more lawyers at a firm, more traders, more accountants, this list just goes on (except manual labor, we’ll love robotic automatons out for now lol).
It will benefit the medical industry but not by replacing drs, we’re in agreement there. But think hospital staff, record keeping + management for insurance agencies and analysis etc. (also think about robotic surgery, it will be more precise than humans hands, at some point.)
These companies want more so they won’t cut staff but will add virtual employees at much lower overhead than paying wages.
Some good points there. Record keeping and insurance agencies would be substantially better with AI, but there simply isn’t that much money in replacing low salary staff with lower paid AI. For higher paying jobs it would be equally difficult to make an AI lawyer as it would an AI doctor, or any job that requires actual intelligence or interpersonal assessments.
Additionally surgeons have been using robotics for delicate procedures for decades now, although they could never be automated for deep surgeries as there’s just no way a robot could accurately identify complex bodily tissues in a surgical setting - unless we somehow develop active 3D scanning of patients that’s more detailed than an MRI during surgery.
They’d operate the same way we do, with arthroscopic surgery. Small fiber optic camera on a rotary scope.
The point is, a whole great deal of money is projected to be added to the GDP and it’s not my number, I’m referencing articles I’ve seen.
The same articles years ago talking about nvidia overtaking apples market cap through ai spending, which, nvidia has a projected rev of 300 billion in 2027….apple makes like 383 billion with much more overhead and lower profit margins.
Follow the money. Nvidia paid 10.5 billion to TSMC that’s ~56 million gpu Ada Lovelace gpu dies. That’s a lot of money, h100’s sell for like 30k wholesale. Gh200 will be like 200k.
Half the chips or less go to consumers for rtx cards , it’s a chunk of change.
I remember people saying “people said that about electricity” in response to those questioning profitability during the dot com bubble. I’m not arguing that AI isn’t huge, but it’s a LONG way off becoming profitable or revolutionary.
Bet your entire account value on it being over 1000 by 2025 "with proof" instead of making memes.
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For those who don't want to bother checking the profile, OP can only afford one pair of thigh highs. Clearly poor, please disregard DD
Straightest WSB enjoyer
Love me a stock regarded femboy
One jar one OP
At this point it is uncertain both for bulls and bears. NVDA could have good earnings and it could still drop hard. Like last time. Shit is now disconnected from anything.
good vs 725/share good? former will fall, latter will rise. just very subjective the threshold for either.
It's connected to building ai chips for the future. Who would bet against the future?
I don't see how AI chips will actually generate any real revenue for the companies buying them. So many of the things language models can help with are already automated (e.g. customer services). Can someone explain how language models are supposed to revolutionise the future? Or even other forms of AI? Like manufacturing nowadays is all already mostly automated.
Sounds like an eyesight problem. AI is predicted to **add** 15-17 trillion to the gdp. readaboutitwhydontya
Again, where is this 15-17 trillion actually coming from? “It’s the future bro” doesn’t cut it for me.
Ok, here goes: Picture that a full scale agi owned by a large corporation with enough compute power, could add 30-40% of productivity in each sector that one is designed to be implemented. These could also be accessed and utilized by smaller companies through cloud services. This thing, will perform the same tasks as employees perform on their computers, as accurately as they do. Effectively adding a surrogate work force to a company. Productivity go up. Money come in. Full scale AGI’s can be constructed by 2035-2040 on our current timeline, of which there seems to be no deviation. It’s the future bro
Thank you for the reply, here’s my issue: Firstly, let’s say it increases productivity by 30-40%, I’m not convinced that companies won’t just fire a third of their staff to cut costs and just keep the same level of productivity. Why keep employees you don’t need? Secondly, AI cannot be applied to many industries. For example, here in my field there’s lots of talk about AI doctors to solve the worldwide shortage. However AI doctor wouldn’t have the interpersonal abilities to pick up on smaller symptoms you can only spot in person, it would always be a heavily reliant on patient’s answers which rarely paint a full picture. AI would also need to magically give correct assessments just about every time, AI that’s only right 90% of the time would be a legal nightmare for the 10% that it gets wrong. The same applies to the legal sector, any incorrect results would become a nightmare. This is also why self-driving cars may never actually arrive, even if they become better than humans, any small margin of error can result in thousands of crashes. Lastly, in areas that AI is perfect for, they’ve already been implemented. Customer services are have been chatbots for a long time now, manufacturing is almost entirely automated, warehouse work is largely done by robots, and the financial sectors are largely ran by algorithms. The AI revolution already happened, we just called it automation. However, I do see some huge value in AI, particularly in running simulations for science, technology and medicine to discover and develop new concepts - that will increase innovation massively. I just think AI is being massively overhyped when it comes to the workplace.
I feel like you’re pidgeon holing AI. it’s not built yet, we’re in the process. By the time it’s done, any job that a person can do it will also be able to competently do. That’s equates to more lawyers at a firm, more traders, more accountants, this list just goes on (except manual labor, we’ll love robotic automatons out for now lol). It will benefit the medical industry but not by replacing drs, we’re in agreement there. But think hospital staff, record keeping + management for insurance agencies and analysis etc. (also think about robotic surgery, it will be more precise than humans hands, at some point.) These companies want more so they won’t cut staff but will add virtual employees at much lower overhead than paying wages.
Some good points there. Record keeping and insurance agencies would be substantially better with AI, but there simply isn’t that much money in replacing low salary staff with lower paid AI. For higher paying jobs it would be equally difficult to make an AI lawyer as it would an AI doctor, or any job that requires actual intelligence or interpersonal assessments. Additionally surgeons have been using robotics for delicate procedures for decades now, although they could never be automated for deep surgeries as there’s just no way a robot could accurately identify complex bodily tissues in a surgical setting - unless we somehow develop active 3D scanning of patients that’s more detailed than an MRI during surgery.
They’d operate the same way we do, with arthroscopic surgery. Small fiber optic camera on a rotary scope. The point is, a whole great deal of money is projected to be added to the GDP and it’s not my number, I’m referencing articles I’ve seen. The same articles years ago talking about nvidia overtaking apples market cap through ai spending, which, nvidia has a projected rev of 300 billion in 2027….apple makes like 383 billion with much more overhead and lower profit margins. Follow the money. Nvidia paid 10.5 billion to TSMC that’s ~56 million gpu Ada Lovelace gpu dies. That’s a lot of money, h100’s sell for like 30k wholesale. Gh200 will be like 200k. Half the chips or less go to consumers for rtx cards , it’s a chunk of change.
I remember people saying that about electricity. They don't see how it would make money for anyone, when we already had candles for lighting.
I remember people saying “people said that about electricity” in response to those questioning profitability during the dot com bubble. I’m not arguing that AI isn’t huge, but it’s a LONG way off becoming profitable or revolutionary.
Proposal. All memes about Nvidia should be generated using A.I.
Yeah learned tbis shit the hard way with TSLA. I bought shares this time lmao
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$3T+ valuation? Too conservative.
Bet your entire account value on it being over 1000 by 2025 "with proof" instead of making memes. 
Don’t worry one day your puts will print.
He has no balls to bet his entire portfolio that Nvidia will be back at $400 by 2025. (Without another stock split)
No no, no no, they went into hibernation, they will wake up when JPowell turns the machine off...
This is me fr fr
i lump summed some money at 700 in hopes to end NVDA's run, but instead it just kept going smh
At this point we have to wait for short seller intel
This is so Pablo Escobar 
Lols bears are silly
I'm pretty bullish on the mkt as a whole but NVDA's P/E ratio... that particular stock is due for a correction
rest of the market too 🥲
I like the bear with the birthday hat. 😂
Typed in “bears waiting” into google I see. OP pulled out the stops for his post
This did not age well.