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From: Glenn Petersen7/5/2017 3:02:17 PM
   of 1580
 
Nvidia jumps after announcing an AI partnership with Baidu (NVDA)

Seth Archer
Business Insider
Jul. 5, 2017, 01:36 PM



Nvidia is popping after the company announced a partnership with China's biggest internet search company, Baidu.

Shares of Nvidia are up 3.27% on Wednesday following the announcement, and Baidu is up a similar amount, increasing 2.76%.

The partnership between the two companies hopes to tackle several areas of AI research, most notably self-driving cars.

"We believe AI is the most powerful technology force of our time, with the potential to revolutionize every industry," Ian Buck, Nvidia's vice president and general manager of accelerated computing, said in a press release. "Our collaboration aligns our exceptional technical resources to create AI computing platforms for all developers."

Baidu has agreed to adopt Nvidia's Dive PX self-driving car platform as it aims t0 have autonomous cars driving on Chinese roads soon. Nvidia's platform will be a key component in making this happen.

Additionally, Baidu announced several Chinese car manufacturers would be partnering with the company to help manufacturer self-driving cars.

The partnership doesn't stop with cars, though. The two companies will also be collaborating on improving Baidu's AI research capabilities. Baidu will deploy some of Nvidia's server hardware in its data centers. Nvidia's hardware should help researchers process data from images, speech text and video faster than before, according to the joint press release.

Nvidia and Baidu also announced they would be optimizing Baidu's "PaddlePaddle" deep learnings technology for Nvidia's GPUs and adding Baidu's DuerOS AI system to Nvidia's Shield TV set top box.

The partnership is just one more in a string of recent announcements from Nvidia. The company has been beefing up its partnerships with major car companies to increase its reach in the self-driving car market. Baidu is a particularly large partnership, as it adds to Nvidia's international reach.

Nvidia is up 40.86% this year, including Wednesday's move.

markets.businessinsider.com

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To: Glenn Petersen who wrote (1540)7/5/2017 7:39:04 PM
From: sandintoes
   of 1580
 

Baidu-Nvidia Plan Latest in Expanding Self-Driving Constellation, Says Raymond James The partnership announced today between China's Baidu and US chip vendor Nvidia is just the latest in an expanding constellation of self-driving car partnerships, many of which overlap in terms of the parties involved, according to research by Raymond James analyst Tavis McCourt.

By
Tiernan Ray

Updated July 5, 2017 5:20 p.m. ET
As mentioned earlier today, China’s search engine giant Baidu ( BIDU) struck a partnership with chip vendor Nvidia ( NVDA), and other tech companies, to develop self-driving automobiles.

In a note to clients this afternoon, Raymond James analyst Tavis McCourt notes that this is just the latest of a slew of industry partnerships.

“The list of autonomous projects globally continues to grow,” writes McCourt, "and we would note that many, if not most, of Baidu’s partners also have other autonomous projects they are participating in, as shown below."



If you’re interested in following the action, McCourt offers a chart of the various announced partnerships that you may want to keep handy:





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To: Glenn Petersen who wrote (1545)7/7/2017 7:11:32 PM
From: sandintoes
   of 1580
 
I read somewhere, and now I can't find it, that NVDA was brought down for a while by unscrupulous short traders..why don't they just let it run?

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To: sandintoes who wrote (1547)7/7/2017 7:32:47 PM
From: Glenn Petersen
   of 1580
 
Actually, the short interest position was down in June:

NVIDIA Corporation (NVDA) Short Interest Down 9.8% in June

thestockobserver.com

It just ran too far, too soon. It had a nice rebound today.

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From: John P7/7/2017 11:20:59 PM
   of 1580
 
NVDA end of first half portfolio re-balancing appears complete

Strong selling during June affected NVDA and the FANG stocks after strong performance gave these stocks outsize gains during first half of 2017. Will follow performance to see if investors still believe the growth story. If so, upside performance will return.

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From: Glenn Petersen7/10/2017 11:18:53 AM
   of 1580
 
Intel’s Server Chips at Risk of ‘Fourth Wave’ of Computing, Says Jefferies

Intel's dominance of the data center is at risk as the computing industry moves to a "fourth wave," according to Jefferies & Co.'s Mark Lipacis, of which the poster child is Intel's rival, Nvidia.

By Tiernan Ray
Barron's
July 10, 2017 9:19 a.m. ET

Shares of Intel ( INTC) are down 68 cents, or 2%, at $33.20, in early trading, after Jefferies & Co.’s Mark Lipacis cut his rating on the stock to Underperform from Hold, and cut his price target to $29 from $38, warning that the company is the most in danger of a new wave of computing, parallel processing.

Lipacis makes the case that parallel processing computing, best exemplified by Nvidia ( NVDA), on whose shares he has a Buy rating, is the fourth big changing in computing, following mini computers, PCs, and smartphones:

There Have Been 3 Tectonic Shifts in Computing. Every 15 years, an accumulation of technical innovations translates to tectonic shifts in the computing model. In the 60s the industry shifted from Mainframes to Mini-Computers, in the early 80s it shifted to PCs, and in the late 90s it shifted to a cell phone / datacenter model. Each computing model shift brought a shift in the beneficiaries: IBM in Mainframes to DEC in MiniComputers, to INTC/ MSFT in PCs, to AAPL/Samsung/INTC/MSFT in the cell phone / datacenter model. We Believe We are at the Start of the 4th Tectonic Shift Now, to a parallel processing / IoT model, driven by lower memory costs, free data storage, improvements in parallel processing hardware and software, and improvements in AI technologies like neural networking, that make it easy to monetize all the data that is being stored.

He writes that Nvidia’s chips are gaining on Intel’s in the data center:

NVDA's datacenter business has grown 200% YY over the past 3 quarters and is now 10% the size of Intel's DCG. At the same time, INTC's server business has decelerated to 6% in 1Q17 from double digit 3-yr and 5-yr CAGRs. We model DCG revenues to decelerate to 5% in 2018 from 7% in 2017. Near term, we expect INTC to benefit from the official ramp of its Purley server platform--we note that it has already been shipping with the largest hyperscale cloud providers (Google et al).

There’s also competition from Advanced Micro Devices ( AMD), Cavium ( CAVM), and Xilinx ( XLNX), any of whose shares he would recommend over Intel’s:

AMD has reentered the x86 server market for the first time in years, and MSFT's announcement for Windows support on ARM is a watershed, making CAVM's ARM-based ThunderX MPU a scalable alternative to Xeon in the datacenter. In FPGA, we think XLNX's SDAccel adds a capability that INTC's Programmable Solutions Group (Altera) has yet to build. Finally, we think AMD's Zen desktop MPUs chip away at INTC's core solutions.

Lipacis’s note comes a day before Intel holds a media event in Brooklyn, New York for the unveiling of its latest server processor chip, “Purley."

You can tune into that announcement, starting at 11:30, Eastern time, by signing up for the webcast on Intel’s news Web site.

barrons.com

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From: hollyhunter7/10/2017 11:56:27 AM
   of 1580
 
Looks like there was an opportunity to make money here.

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From: JakeStraw7/11/2017 11:35:49 AM
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NVIDIA Corporation was upgraded by analysts at Jefferies Group LLC to a "buy" rating.

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From: JakeStraw7/12/2017 11:44:16 AM
   of 1580
 
NVIDIA Corporation was upgraded by analysts at SunTrust Banks, Inc. from a "hold" rating to a "buy" rating. They now have a $177.00 price target on the stock, up previously from $155.

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From: Glenn Petersen7/14/2017 9:16:54 AM
   of 1580
 
Nvidia is powering the world’s first Level 3 self-driving production car

by Darrell Etherington ( @etherington)
TechCrunch
July 12, 2017

Audi announced Tuesday that its forthcoming A8 would be the first production vehicle to ship with a Level 3 self-driving feature onboard when it goes on sale next year, and now we know that Nvidia’s technology will be helping power the vehicle’s ‘traffic jam pilot’ autonomous capabilities. Nvidia’s going to be powering a lot in the new A8, in fact – the car has six Nvidia processors helping power not only traffic jam pilot, but also its infotainment system, virtual cockpit instrumentation and headrest tablets for backseat passengers on fully equipped models.

The introduction of Level 3 autonomy on the A8 will mean that drivers don’t have to pay attention to the road in certain conditions – specifically in this case when the car is driving 37 mph or under on a highway with a physical divider. If the vehicle meets those conditions, and local laws allow, drivers can do whatever else is legally allowed behind the wheel, and the system will let them know when it’s time to resume manual control.

That’s a step further than current highway driving assistance features like Tesla’s Autopilot, which is classified as a Level 2 system and requires a driver to be paying attention and ready to resume control at all times. But it’s also designed primarily for sitting in traffic, whereas Autopilot is designed for a range of speeds in highway driving scenarios.

Nvidia’s processor is the “brain” of Audi’s zFAS system, which is the computer that handles driver assistance onboard the A8, and that takes sensor data gathered from the vehicle’s radar, camera, laser scanning and ultrasound sensors to create a fused picture of the road with a range of different types of data. The zFAS decides how the car behaves when traffic jam pilot is engaged, processing data at a rate of 2.5 billion inputs per second.

Level 3 autonomy is somewhat controversial in the self-driving world because it both allows a driver to relax their attention and yet also can’t handle driving operations of the car entirely, as a Level 4 vehicle could. Audi must be very confident in the A8’s abilities with traffic jam pilot to bring this to market, and Nvidia’s tech has a lot riding on a smooth deployment once it does go to market.

techcrunch.com

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