SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksNVIDIA Corporation (NVDA)


Previous 10 Next 10 
To: John Pitera who wrote (1618)8/29/2018 12:01:39 PM
From: zzpat
1 Recommendation   of 1656
 
My last sentence was "Rates aren't falling so we're okay." I said this because previous recessions came after rates fell (after a long string of increases). The Fed realizes it made a mistake, reversed course but it's always too late. A recession hit anyway.

Are you suggesting the Bush 41 recession was caused the S&L crisis? I'd suggest the fall of the Soviet Union was far bigger (less spending).

IMO, the S&L crisis was caused by deregulation. If deregulation hadn't happened the government wouldn't have had to make additional changes "after" S&Ls began to fail. Deregulation kills businesses fast. Note the airline industry, the telecom industry and of course banks. After each, we had massive drops in each industry and the three recessions - including the Great Recession (and the so-called dot.com recession).

Share RecommendKeepReplyMark as Last Read


To: John Pitera who wrote (1618)8/29/2018 3:38:00 PM
From: John Pitera
   of 1656
 
Microsoft Azure now has Nvidia GPU Cloud support
Aug. 29, 2018 3:06 PM ET|About: Microsoft Corporation (MSFT)|By: Brandy Betz, SA News Editor

Microsoft (NASDAQ: MSFT) Azure now supports Nvidia’s (NASDAQ: NVDA) GPU Cloud for deep learning model training and interference.

Nvidia’s GPU Cloud provides software containers to accelerate high-performance computing for researchers and developers. The container registry supports deep learning tools like TensorFlow, PyTorch, and Microsoft’s Cognitive Toolkit.

Launched early last year, the GPU Cloud is driven by Volta and the Tensor Core GPU architecture.

Microsoft also announced the general availability of its Azure CycleCloud tool for managing HPC clusters in its cloud platform.

Microsoft shares are up 1.3% to $111.64.

Nvidia shares are up 1.9% to $279.33.



seekingalpha.com

Share RecommendKeepReplyMark as Last Read


From: JakeStraw9/14/2018 9:15:36 AM
2 Recommendations   of 1656
 
Nvidia shares rise after analyst says 'dominance' in machine learning spells even more upside
Needham hikes its price target and earnings estimates on Nvidia, sending shares prices higher.
Analyst Rajvindra Gill's new price target of $350, up from $325, implies 29 percent upside over the next 12 months from Thursday's close.
cnbc.com
The analyst said Nvidia's new TensorRT Hyperscaler Platform should yield greater market share in artificial intelligence, the tool needed for computers to draw conclusions — or inferences — based on machine learning (ML).

"We see striking parallels between NVIDIA's dominance in artificial intelligence / ML and the 'Wintel' platform during the era of PC computing," Gill wrote. Wintel refers to the pre-eminence of Microsoft's Windows and Intel during the rise of the PC-desktop revolution.

"As these neural networks get bigger in size, the use cases expand exponentially and the demand for maximum throughput and server utilization becomes even more vital," he added.

Share RecommendKeepReplyMark as Last Read


From: Glenn Petersen9/14/2018 10:06:29 AM
1 Recommendation   of 1656
 
How Nvidia is using its autonomous car platform to drive into health care

Khari Johnson
@kharijohnson
VentureBeat
September 13, 2018 1:49 PM

Nvidia is using the underlying architecture of its Drive autonomous vehicle platform to enable product development in other verticals with AI systems that deal with vast amounts of critical data, such as video surveillance, robotics, and health care.

Called Project Maglev, the initiative to transfer the data framework to industries beyond autonomous vehicles started roughly 18 months ago, Nvidia VP of AI infrastructure Clément Farabet told VentureBeat in a phone interview.

“It’s [Maglev] being used to support other applications we have, mostly around medical imaging, and health care,” he said. “Another big effort around video surveillance for smart cities, and these other product teams are also building their AIs on top of the same platform.”

To deal with large amounts of data, Maglev uses semi-autonomous methods to collect and label data in in order to scale data-intensive initiatives and is currently only being used internally at Nvidia.

Farabet also spelled out the details of Project Maglev today at Facebook Scale, a conference about rapid tech deployment being held this week in San Jose.

The Drive platform provides end-to-end services for autonomous driving initiatives. It factors in a range of inputs from radar, lidar, and other vision systems to Nvidia’s Xavier hardware or Pegasus software for autonomous vehicles.

Each car involved with the Drive platform can produce up to a petabyte of data every week from sensors inside and outside a vehicle. Nearly 1,500 human people are involved in the data-labeling process for the Drive platform, and they label 20 million objects a month. Maglev utilizes Drive’s data architecture to coordinate actions between a number of neural networks and manage the “complete and total explosion of test cases” encountered when trying to build a safe and reliable autonomous driving system.

“A lot of the base infrastructure to manipulate or manage large-scale datasets, get them prioritized for labeling, get them labeled, push the results into training and testing — these things are quite agnostic and common to anyone developing AI applications,” he said. “What self-driving cars really brought to this project is pushing us to solve that problem not just for benefits of, say, 10 terabytes but push that all the way up to hundreds of petabytes. So we believe that it’s really going to be Nvidia’s solution to scale to essentially help solve large problems for AI.”

These Maglev details emerge less than a day after the start of Nvidia’s GTC conference in Japan, where CEO Jensen Huang unveiled the TensorRT Hyperscale services and Tesla T4 GPU chip, both made specifically for the inference of AI models.

Nvidia also debuted its Clara platform for medical hardware and software, as well as robotics partnerships with companies like Canon and Yamaha.

The new inference engine and T4 have also been used to drive inference for Maglev initiatives, Farabet said.

venturebeat.com

Share RecommendKeepReplyMark as Last Read


From: JakeStraw9/24/2018 9:17:58 AM
   of 1656
 
Bank of America says Nvidia is a 'top' pick due to the big upgrade opportunity for its gaming cards
cnbc.com

Share RecommendKeepReplyMark as Last Read


From: JakeStraw9/28/2018 9:47:18 AM
   of 1656
 
Evercore ISI hikes Nvidia price target to $400, a Street high on chipmaker's A.I. leadership
cnbc.com
"NVDA continues to make a compelling case for long-term sustainable growth across all segments with a specific focus on large industry verticals including Gaming, HPC, Pro Visualization, Transport, Healthcare, and Autonomous Machines," analyst C.J. Muse said in a note to clients Friday. "Very importantly, we view Nvidia as being on the cusp of a tipping point in the company becoming the AI standard platform."

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: JakeStraw who wrote (1624)9/28/2018 4:30:43 PM
From: OrionX
   of 1656
 
" compelling case"

What's the compelling case for a stock trading at PE of 40 and 15x revenues? I'd really like to understand the logic behind this kind of recommendation.

Share RecommendKeepReplyMark as Last Read


From: Alejandroo Green10/3/2018 9:18:37 AM
1 Recommendation   of 1656
 
On watch for clear above 292.76.

Share RecommendKeepReplyMark as Last Read


From: Intel804210/11/2018 10:47:04 PM
1 Recommendation   of 1656
 
I'm looking for some connection between Nvidia and Ambarella. AMBA is a fabless semiconductor designer of high definition system on a chip (SoC) cameras. They became involved with computer vision chips when they purchased a small Italian company, VisLab, that was already working on a test vehicle to showcase the value of their vision sensors. VisLab and Ambarella satisfactorily demonstrated the test vehicle in Italy shortly after this year's CES.

Why looking for a connection between mighty Nvidia and mite Ambarella? Ambarella CEO Fermi Wang and CTO Les Kohn have a good reputation in the valley, so I have read, for producing new and useful chips. In July or early August the began sampling their CV2 chip, the chip most suited to handling the vision sensing functions of an autonomous auto.

Although Nvidia receives all kinds of praise for their use of large arrays of their graphics processing units to provide the Artificial Intelligence functions needed for the autonomous auto, I have seen very little said about what they use to supply the sensor information that is fed to the AI. You read of the use of RADAR, and LIDAR, and unnamed other sensors that may include high quality, high resolution camera chips.

The connections? First, during their 2nd Quarter conference call Morgan Stanley analyst Joseph Moore tried to get some specifics on the reception that the CV series was receiving. This passed between Moore and Fermi:

Fermi Wang

Today with the CV2 and CV22, we are really providing a perception solution for those customers and being well received, and I will say that we have several very serious engagements in this autonomous vehicle category right now. And I also want to add another point, which is in the front camera ADAS category, where Nvidia is not now there, I think our main competitor is really Mobileye. And in fact, in order to accelerate the time to market, we kind of focus on customer and partners that are developing their own algorithms.

Joe Moore

And then just to clarify that, I mean the perception module that you are talking about, I mean you actually in some cases could be sitting alongside in video and complementing the functionality of Nvidia solution?

Fermi Wang

That’s correct. In fact, I think some of our engagement is in that kind of category.


___________________________________________________


Four weeks later, Ambarella presents at a Morgan Stanley technical conference. I have no recording or transcript of the presentation. AMBA officials also talk directly with Moore. After the conference, Moore pens a report in which he names the four semis most likely to benefit from autonomous autos. One of the four is Nvidia. Another is Ambarella, which is also designated to be the one with the most upside. Moore, in the note to clients summing up the conference and the selection of AMBA, states the following:

We expect Ambarella to win business complementing Nvidia solutions, with the main GPU (graphics processing unit) offloading image resolution and perception tasks to the specialized chip," Moore said.

Did someone from Ambarella finally say something specific to Moore about interest in their CV series? And more specifically about Nvidia interest?

One other note. Moore is not the only respected analyst to be high on Ambarella. (Most have given up on them.) Matthew Ramsay, a five star Tipranks analyst (I don't know how well Tipranks is regarded.), on moving over to Cowens in September, named Ambarella as one of his four best plays in semiconductors.

The importance of my search is simply that any announcement of an acquisition, partnership or other relationship between Nvidia and Ambarella would see AMBA's depressed stock price double in a day and a half.

Share RecommendKeepReplyMark as Last Read


From: JakeStraw10/18/2018 1:59:08 PM
   of 1656
 
NVIDIA was upgraded by analysts at Goldman Sachs Group Inc from a "buy" rating to a "conviction-buy" rating.

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10