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   Technology StocksNVIDIA Corporation (NVDA)


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To: engineer who wrote (1818)4/8/2021 6:51:50 PM
From: Frank Sully
   of 1932
 
Engineer,

They seem to be for real. They have a web site here.

lightmatter.co

Here is their history:

The story behind Lightmatter’s tech

medium.com

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From: Frank Sully4/8/2021 8:41:17 PM
   of 1932
 
GTC 2021 Keynote Watch Party ~Nvidia's CEO Jensen Huang ~ April 12th (Mon) 11:30 AM (EDT)


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From: Frank Sully4/10/2021 12:20:30 AM
   of 1932
 
What To Expect From Nvidia's Analyst Day on April 12

Shanthi Rexaline , Benzinga Staff Writer

April 09, 2021 4:33pm

NVIDIA Corporation NVDA 0.58% shares have recovered from the market-wide tech sell-off. The company has an immediate catalyst in the form of its Analyst Day, scheduled for Mon. April 12, 1 p.m. to 3 p.m. EST.

The Nvidia Analyst: Credit Suisse analyst John Pitzer maintained an Outperform rating and $620 price target for Nvidia shares.

The Nvidia Thesis: The key near-term issues the company has to address are regarding Gaming over-earning, timeline for reaccelerating year-over-year growth in core Data Center Group and the regulatory process around the Arm Holdings acquisition, analyst Pitzer said in a note.

The event, the analyst said, is likely to underscore key long-term EPS drivers, which continue to increase.

The company will likely highlight growing proof-points of a $100 billion+ total addressable market for the DCG, including $45 billion for Cloud, $30 billion for Enterprise and $15 billion for Edge, Pitzer said. Nvidia could shed light on growing software monetization, with AI Application Frameworks, the analyst added.

The company is also likely to emphasize the still-robust Gaming market, with or without crypto, and the growing momentum in autonomous driving, the analyst said.

The opportunity, according to the analyst, clearly supports a long-term gross margin of 70%, an operating margin of 50% and a free cash flow margin of 30%. For the calendar year 2020, these metrics are expected at 66%, 41% and 24%, respectively, supporting the calendar year 2021 EPS of $13.35, roughly in line with the consensus, the analyst said.

NVDA Price Action: Nvidia shares were down 0.58% at $576 at market close Friday.

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From: Frank Sully4/10/2021 10:07:09 AM
   of 1932
 
This Genius Move Has All but Guaranteed NVIDIA's Role in the Future of Tech

fool.com

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From: Frank Sully4/11/2021 11:21:53 PM
1 Recommendation   of 1932
 
Why Nvidia Is My “Slam Dunk” Investment for the Decade

etftrends.com

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From: Frank Sully4/12/2021 1:45:23 PM
   of 1932
 
NVIDIA Unveils Grace: A High-Performance Arm Server CPU For Use In Big AI Systems
by Ryan Smith on April 12, 2021 12:20 PM EST

anandtech.com

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From: Frank Sully4/12/2021 2:54:25 PM
   of 1932
 
GTC 2021 Keynote with NVIDIA CEO Jensen Huang


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From: Frank Sully4/12/2021 2:59:33 PM
   of 1932
 
Nvidia Entangled in Quantum Simulators

nextplatform.com

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To: Frank Sully who wrote (1826)4/12/2021 6:18:27 PM
From: Glenn Petersen
   of 1932
 
TECH
Nvidia stock rises as it sees better-than-expected first quarter
PUBLISHED MON, APR 12 20212:41 PM EDTUPDATED MON, APR 12 20215:38 PM EDT

Kif Leswing @KIFLESWING

SHAREShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email

KEY POINTS

Nvidia stock rose over 6% on Monday after telling investors that it expected its first-quarter income to be higher than previously expectedThe signal about a strong quarter comes as demand for semiconductor microchips, like the products that Nvidia sells, has been high around the world.Nvidia said that its chips could be hard to find through the end of the year amid product shortages.



A sign is posted in front of the NVIDIA headquarters on May 10, 2018 in Santa Clara, California.
Justin Sullivan/Getty Images

Nvidia stock closed up 5.62% on Monday after the company announced several new products and told investors that it expected its first-quarter income to surpass previous estimates.

Nvidia said revenue in its fiscal first quarter, which ends in May, is likely to be higher than $5.3 billion, which was its previous estimate for investors from February.

Analysts polled by Refinitiv previously expected that Nvidia would report $5.32 billion in sales in the quarter.

WATCH NOW

VIDEO04:06
Nvidia announces first data center CPU

“While our fiscal 2022 first quarter is not yet complete, Q1 total revenue is tracking above the $5.30 billion outlook provided during our fiscal year-end earnings call,” said Colette Kress, Nvidia’s CFO, in a statement.

The signal about a strong quarter comes as demand for microchips, like the products that Nvidia sells, has been high around the world, leading to short supply and high aftermarket prices for desirable chips, such as Nvidia’s most recent line of graphics cards. Nvidia’s total revenue in its fiscal fourth quarter was up 61%.

Nvidia said that its chips could be hard to find through the end of the year, but that it would still ship enough chips to continue to report growing revenue.

“Overall demand remains very strong and continues to exceed supply while our channel inventories remain quite lean,” Kress said. “We expect demand to continue to exceed supply for much of this year.”

On Monday, Nvidia announced a new server chip called Grace, fresh systems for running artificial intelligence on servers, software for running chatbots and speech recognition, and new products for self-driving cars.

Nvidia also said that its line of chips for industrial cryptocurrency miners would report as much as $150 million in revenue in the fiscal first quarter, up from a previous estimate of $50 million.

Story Link

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To: Frank Sully who wrote (1826)4/12/2021 6:23:06 PM
From: Glenn Petersen
   of 1932
 
Nvidia stock rises as it sees better-than-expected first quarter

PUBLISHED MON, APR 12 20212:41 PM EDT
UPDATED MON, APR 12 20215:38 PM EDT
Kif Leswing @KIFLESWING
CNBC.com'
KEY POINTS

-- Nvidia stock rose over 6% on Monday after telling investors that it expected its first-quarter income to be higher than previously expected

-- The signal about a strong quarter comes as demand for semiconductor microchips, like the products that Nvidia sells, has been high around the world.

-- Nvidia said that its chips could be hard to find through the end of the year amid product shortages.
Nvidia stock closed up 5.62% on Monday after the company announced several new products and told investors that it expected its first-quarter income to surpass previous estimates.

Nvidia said revenue in its fiscal first quarter, which ends in May, is likely to be higher than $5.3 billion, which was its previous estimate for investors from February.

Analysts polled by Refinitiv previously expected that Nvidia would report $5.32 billion in sales in the quarter.

“While our fiscal 2022 first quarter is not yet complete, Q1 total revenue is tracking above the $5.30 billion outlook provided during our fiscal year-end earnings call,” said Colette Kress, Nvidia’s CFO, in a statement.

The signal about a strong quarter comes as demand for microchips, like the products that Nvidia sells, has been high around the world, leading to short supply and high aftermarket prices for desirable chips, such as Nvidia’s most recent line of graphics cards. Nvidia’s total revenue in its fiscal fourth quarter was up 61%.

Nvidia said that its chips could be hard to find through the end of the year, but that it would still ship enough chips to continue to report growing revenue.

“Overall demand remains very strong and continues to exceed supply while our channel inventories remain quite lean,” Kress said. “We expect demand to continue to exceed supply for much of this year.”

On Monday, Nvidia announced a new server chip called Grace, fresh systems for running artificial intelligence on servers, software for running chatbots and speech recognition, and new products for self-driving cars.

Nvidia also said that its line of chips for industrial cryptocurrency miners would report as much as $150 million in revenue in the fiscal first quarter, up from a previous estimate of $50 million.

Story Link

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