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Don't make fun of shareholders, Obama, Shiiki Shareholders are at their wits' end and crying🤷🏻♂️🤷🏻♀️
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「誰もが心配している」 - スカイダイビングのデモンストレーションでさまようジョー・バイデンの姿を映した動画が拡散する中、G7関係者は「これまでで最悪」と語る バイデン氏はスカイダイビングのデモンストレーション中に気が散って立ち去ってしまった。 事態は悪化し、イタリアのメローニ首相はジョー・バイデン氏を呼び戻さなければならなくなった。 G7首脳全員が、迷子の犬のように立ち去るバイデン氏を見つめた。 クリスティーナ・ライラ 2024年6月14日午前10時45分 https://twitter.com/i/status/1801347846974661062 午前5:16 · 2024年6月14日 バイデン氏はG7セッション中、ろれつが回らないまま話した。 RNC Research @RNCResearch BIDEN (slurring): "The decisions I think we make now are gonna determine the course of our future for the next five or six decades!" TRUE — VOTE TRUMP! バイデン(不明瞭な声):「私たちが今下す決断が、今後50年、60年の私たちの未来の方向性を決定することになると思います!」 本当だ — トランプに投票しよう! https://x.com/i/status/1801280924736237790 午前0:50 · 2024年6月14日
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米国子会社のlinkedin に新投稿あったね。 For Studio to Transmitter Links (STLs) - the backbone of many broadcast networks - the locations of transmitting stations (mountaintops, etc.) are often unsuitable for networks that rely on wired lines. This is where microwave transmission remains essential. We have the IP transmission technology using PTP over microwave.
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昨日のXで話題のツイートで取り上げられていたForbesの記事です。 データセンター向けの需要は今後も伸びるとの内容です。 ================== Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030 Updated Jun 7, 2024, 04:40pm EDT(要約) Nvidia has a market cap of $3 trillion today. We believe Nvidia will reach a $10 trillion market cap by 2030 or sooner through a rapid product road map, it’s impenetrable moat from the CUDA software platform, and due to being an AI systems company that provides components well beyond GPUs, including networking and software platforms. (中略) “The days of millions of GPU data centers are coming. And the reason for that is very simple. Of course, we want to train much larger models. But very importantly, in the future, almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere. And that generative AI is working with you, interacting with you, generating videos or images or text or maybe a digital human. And so you're interacting with your computer almost all the time, and there's always a generative AI connected to that. Some of it is on-prem, some of it is on your device and a lot of it could be in the cloud [...] (中略) If this estimate materializes, Nvidia’s data center segment will be at $320 billion in 2027, up from data center run rate of $90 billion today, with consensus at roughly $145 billion data center segment by end of calendar year 2025 (consensus is total revenue of $157.51, deducting for other segments). ================== 『革ジャンおじさんと愉快な仲間達』に全文掲載
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(続き) We can cross-examine this by looking at comments by CEOs, such as Lisa Su who stated AI accelerators will reach $400 billion by 2027. Nvidia has over 95% market share of data center GPUs but with custom silicon ASICs and more GPUs coming online, this is closer to 80% market share of AI accelerators. If this estimate materializes, Nvidia’s data center segment will be at $320 billion in 2027, up from data center run rate of $90 billion today, with consensus at roughly $145 billion data center segment by end of calendar year 2025 (consensus is total revenue of $157.51, deducting for other segments). data center revenue In my analysis last month on the Blackwell architecture, I made the argument these estimates are too ... [+]I/O FUND In my analysis last month on the Blackwell architecture, I made the argument these estimates are too low and that my firm expects we will see a $200 billion data center segment by end of CY2025 propelled forward by the B100, B200 and GB200, including the following points: “Taiwan Semi’s CoWos capacity, which is essential for Blackwell’s architecture, is estimated to rise to 40,000 units/month by the end of 2024, which is more than a 150% YoY increase from ~15,000 units/month at the end of 2023. Applied Materials has boosted its forecast for HBM packaging revenue from a prior view for 4X growth to 6X growth this year.” (続く)
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(続き) "Millions of GPU Data Centers are Coming.” On June 2nd, Jensen Huang made a very important statement about the future of AI that answers quite succinctly why Nvidia is on the verge of becoming the World’s Most Valuable Company: Forbes Daily: Join over 1 million Forbes Daily subscribers and get our best stories, exclusive reporting and essential analysis of the day’s news in your inbox every weekday. And so the amount of generation we're going to do in the future is going to be extraordinary.” - Jensen Huang, CEO of Nvidia, Computex keynote Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be hundreds-of-thousands of GPUs in data centers. Due to the market’s forward-looking nature, 2025 is getting close to being fully priced in. Here is a slide of what this looks like from the perspective of scaling the ethernet networking to support a million-plus GPU cluster. Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be ... [+]NVIDIA, COMPUTEX KEYNOTE PRESENTATION Here’s what we know about Big Tech’s purchases, thus far. Microsoft is reportedly looking to triple its GPU supply to 1.8 million GPUs this year to meet elevated demand for Azure, while Meta has disclosed its GPU orders with an announcement for 150,000 H100s last year and 350,000 H100s or H100-equivalents this year. Musk announced that X’s 100,000 H100 cluster would be online in a few months and hinted at a possible 300,000 B200 GPU purchase. (続く)
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(続き) Yesterday, Nvidia officially surpassed Apple in market cap, which means I delivered on my prediction 2 years early. This lends itself to the question, what do I foresee next for Nvidia, and how am I approaching this heavy hitter in AI. My firm champions full transparency by issuing trade alerts for every buy and sell we make; thus, I’ve included at the end a transparent discussion on how my firm is managing our position today. But first, I unpack why I believe Nvidia can achieve an astonishing $10 trillion market cap by 2030. As you’ll see from the key points to my thesis, there is a bull case where a $10T market cap estimate in a little over six years’ time is not high enough. “The days of millions of GPU data centers are coming. And the reason for that is very simple. Of course, we want to train much larger models. But very importantly, in the future, almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere. And that generative AI is working with you, interacting with you, generating videos or images or text or maybe a digital human. And so you're interacting with your computer almost all the time, and there's always a generative AI connected to that. Some of it is on-prem, some of it is on your device and a lot of it could be in the cloud [...] (続く)
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Mercari = GameStop?? Are u ready for break out??
エヌビディアの素晴らしい上昇が…
2024/06/15 14:44
エヌビディアの素晴らしい上昇があるたびに、この掲示板で、幾度となく言及されてきましたが、都度更なる上昇を遂げています♐ 恐るべしエヌビディア。 「強気相場は、悲観の中に生まれ、懐疑の中に育ち、楽観の中で成熟し、幸福感の中で消えていく」 ‘’Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.‘’ (アメリカの著名投資家、ジョン・テンプルトン)