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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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To purchase META Planet now is not appropriate! It’s very dangerous and very very horrible situation! You guys have to avoid to purchase!
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Very Thanks
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Quite amazing, the price has been soring beyond the expectation. All of such tremendous performance is, no doubt, thanks to genious CEO, Mr. Sano. It is not surprizing, because Mr. Sano is something like God. Technological capability incorporated in Cookpadmart is very much high, showing advanced & sophisticated management capabilities in this company, led by Mr. Sano. The purpuse of listing the stock exchange market is funding, and stock exchange market is existing for Mr. Sano’s pocket money. At Cookpad, profit is not necessary, we can expect its growth always only by alchemy, that is increasing capital. We can rely fully on Cookpad management, then it is no doubt that stock price will achieve 183 JPY, and stock price will continue to go up without any limitation. >本質はこれか。会員数や知名度は依然ボリュームはあるので、要はその資産の活かし方次第、沈没船、人の信頼を得るのも投資、岩田林平、佐野陽光はそれを怠った、いい加減、経営センスがない、ただの一発屋だったと認めるべき、今、クックパッドは完全に宗教と化しています、海外含めた売上が14%しかないのに、コストは32%もあるんだから、海外からも完全撤退しないと黒字にはならない、玄人から見れば失笑ものです、数年上向きの兆しすら出せてないんだから、現経営人では立ち直せない、役員以外も年収高過ぎるから、最低でも管理職▲20% 一般社員▲15~▲5%カットしないとアカンなということだね。
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President Donald J. Trump Great Patriot Charlie Kirk, Head of Turning Point USA, has a wonderful new Book coming out next week, “RIGHT WING REVOLUTION.” It is a MUST READ for those who want to take our Country back from the Radical Left Lunatics who are destroying it. This will be very helpful reading for those looking to Save our Nation. Get your copy today! 偉大な愛国者、ターニングポイントUSA代表のチャーリー・カークは、来週素晴らしい新著「右翼革命」を出版します。これは、国を破壊している過激な左翼狂人から国を取り戻したい人にとって必読の書です。この本を読めば、この国を救おうと考えている人たちにとって、とても参考になるはずです。今すぐ手に入れよう! https://www.barnesandnoble.com/w/right-wing-revolution-charlie-kirk/1144945371
昨日のXで話題のツイートで取り…
2024/06/15 05:57
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