| To: Augustus Gloop who wrote (2613) | 2/20/2024 7:00:58 AM | | From: Zen Dollar Round | | | | I suspect NVDA could pull back 10-15% in the short term after earnings are announced tomorrow.
It has run up very fast this year and unless they have a huge blowout to the upside, I can't see how it won't retreat from here.
That said, I'm a huge believer in the company and the stock, with far more upside to come for the next 5-10 years. |
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| To: Frank Sully who wrote (2290) | 4/26/2024 10:46:39 PM | | From: Julius Wong | | | | Scientists Just Discovered The First-Ever Fractal Molecule In Nature
For the first time, a naturally occurring molecule has been found that exhibits a fractal structure.
Image credit: Max-Planck-Institut for Terrestrial Microbiology/Hochberg
Fractals – those self-similar shapes which can be endlessly zoomed in on without losing detail – are weirdly ubiquitous in nature. You’ve got snowflakes, famously; cauliflowers and coastlines; even rabbits, with a bit of work, can be shown to conform to fractal patterns.
Of course, none of these examples can truly be said to be fractal outside of the math classroom – the real world simply doesn’t work that way. Whilst for mathematicians, zooming into infinity and its reciprocal just requires taking a couple of limits, the rest of us will eventually have to deal with things like “atoms” – and the consequences of trying to go smaller than that.
Which raises a question: how small can we actually go? And according to a recent discovery led by researchers at the Max Planck Institute in Marburg, Germany, the answer is… almost all the way.
“All known regular fractals in nature are made by living organisms and exist at the macroscopic scale. However, none have yet been discovered in nature at the molecular scale,” explains the team in a new paper describing the find.
But that’s all changed now: “We report the discovery of a natural metabolic enzyme capable of forming Sierpinski triangles in dilute aqueous solution at room temperature,” the paper reports.
In other words, they’ve discovered the first-ever naturally occurring fractal molecule.
“We stumbled on this structure completely by accident,” first author Franziska Sendker said in a statement on the find. “[We] almost couldn’t believe what we saw when we first took images of it using an electron microscope.”
“The protein makes these beautiful triangles,” she explained, “and as the fractal grows, we see these larger and larger triangular voids in the middle of them, which is totally unlike any protein assembly we’ve ever seen before.”
So what makes this molecule so different from all the others? With the help of electron microscopy, the team was eventually able to decipher its structure – and what they found defied expectations for how proteins can assemble.
To put it simply, this particular molecule – a citrate synthase from the cyanobacterium Synechococcus elongatus – just isn’t as particular as normal proteins. Instead of building itself up symmetrically, with each individual protein chain being identical in arrangement to its neighbors, S. elongatus assembled itself slightly wonkily. The result? A Sierpinski triangle structure, holding up even as the proteins grow larger.
“This was one of the harder, but also more fascinating structures I have solved in my career,” said Jan Schuller, a researcher at Philipps University Marburg, whose group helped determine the structure.
“The problem with determining the structure of a fractal is that our image averaging techniques kept getting confused by the fact that the smaller triangles can be substructures of larger triangles,” he explained. “The algorithm kept homing in on these smaller triangles instead of seeing the larger structures they were part of.”
And the best part? It seems like this so-far unique molecular structure might have arisen completely by accident.
“[W]e can never be totally sure of the reasons why things happened in the past,” said Georg Hochberg, an evolutionary biologist and senior author of the study. But, he explained, “this particular case does have all the trappings of a seemingly complex biological structure that just popped into existence for no good reason at all because it was simply very easy to evolve.”
Which is exciting, to say the least. Because let’s face it: if molecular-scale Sierpinski triangles have been around us all along, popping up basically randomly just because they could – then what else might be out there, just waiting to be discovered next?
The study is published in the journal Nature.
iflscience.com |
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| To: Frank Sully who wrote (2619) | 5/23/2024 4:10:52 PM | | From: Augustus Gloop | | | | This may sound insane but I believe Nvidia has the potential to become the first 5 trillion dollar company. Barring a catastrophic event, I think it's entirely plausible for this company to trade at between $2000 and $2500 per share / by 10 to adjust for the split.
Jensen Huang has become the John Chambers / Michael Dell of conference calls. Lots of sandbagged cash for earnings and now a boatload of shares to buy back to inflate earnings (when necessary).
After 2000 years he has returned.......as a leather wearing Hindu
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| To: Frank Sully who wrote (2619) | 5/24/2024 2:25:54 PM | | From: voop | | | | Reading the conference call transcript, Jensen sees the future and is doing his damnest to create it
"
Matthew Ramsay
Thank you very much. Good afternoon, everyone. Jensen, I've been in the data center industry my whole career. I've never seen the velocity that you guys are introducing new platforms at the same combination of the performance jumps that you're getting, I mean, 5x in training. Some of the stuff you talked about at GTC up to 30x in inference. And it's an amazing thing to watch but, it also creates an interesting juxtaposition where the current generation of product that your customers are spending billions of dollars on, it's going to be not as competitive with your new stuff, very, very much more quickly than the depreciation cycle of that product. So I'd like you to -- if you wouldn't mind speak a little bit about how you're seeing that situation evolve itself with customers. As you move to Blackwell, you're going to have very large installed bases, obviously software compatible, but large installed bases of product that's not nearly as performant as your new generation stuff. And it'd be interesting to hear what you see happening with customers along that path. Thank you.
Jensen Huang
Yes. I really appreciate it. Three points that I'd like to make. If you're 5% into the build-out versus if you're 95% into the build out, you're going to feel very differently. And because you're only 5% into the build-out anyhow, you build as fast as you can. And when Blackwell comes, it's going to be terrific. And then after Blackwell, as you mentioned, we have other Blackwells coming. And then there's a short -- we're in a one-year rhythm as we've explained to the world. And we want our customers to see our road map for as far as they like, but they're early in their build-out anyways and so they had to just keep on building, okay. And so there's going to be a whole bunch of chips coming at them, and they just got to keep on building and just, if you will, performance average your way into it. So that's the smart thing to do. They need to make money today. They want to save money today. And time is really, really valuable to them. Let me give you an example of time being really valuable, why this idea of standing up a data center instantaneously is so valuable and getting this thing called time to train is so valuable. The reason for that is because the next company who reaches the next major plateau gets to announce a groundbreaking AI. And the second one after that gets to announce something that's 0.3% better. And so the question is, do you want to be repeatedly the company delivering groundbreaking AI or the company delivering 0.3% better? And that's the reason why this race, as in all technology races, the race is so important. And you're seeing this race across multiple companies because this is so vital to have technology leadership, for companies to trust the leadership and want to build on your platform and know that the platform that they're building on is going to get better and better. And so leadership matters a great deal. Time to train matters a great deal. The difference between time to train that is three months earlier just to get it done, in order to get time to train on three-months project, getting started three months earlier is everything. And so it's the reason why we're standing up Hopper systems like mad right now because the next plateau is just around the corner. And so that's the second reason. The first comment that you made is really a great comment, which is how is it that we're doing -- we're moving so fast and advancing them quickly? Because we have all the stacks here. We literally build the entire data center and we can monitor everything, measure everything, optimize across everything. We know where all the bottlenecks are. We're not guessing about it. We're not putting up PowerPoint slides that look good. We're actually -- we also like our PowerPoint slides look good, but we're delivering systems that perform at scale. And the reason why we know they perform at scale is because we built it all here. Now one of the things that we do that's a bit of a miracle is that we build entire AI infrastructure here, but then we disaggregated and integrated into our customers' data centers however they liked. But we know how it's going to perform and we know where the bottlenecks are. We know where we need to optimize with them and we know where we have to help them improve their infrastructure to achieve the most performance. This deep intimate knowledge at the entire data center scale is fundamentally what sets us apart today. We build every single chip from the ground up. We know exactly how processing is done across the entire system. And so we understand exactly how it's going to perform and how to get the most out of it with every single generation. So I appreciate. Those are the three points.
https://seekingalpha.com/article/4695145-nvidia-corporation-nvda-q1-2025-earnings-call-transcript?source=content_type%3Areact%7Csection%3ATranscripts%7Csection_asset%3ATranscripts%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1 |
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| From: Ron | 6/5/2024 6:00:04 PM | | | | | | Nvidia surpasses Apple to become the second-largest public company in the US
The AI chipmaker’s market capitalization rose to $3.019 trillion on Wednesday, nudging slightly past Apple’s also $2.99 trillion market cap and making it the second-largest publicly traded company in the US by that measure, just behind Microsoft’smarket cap of $3.15 trillion.
Nvidia is now the third company in the US, behind Apple and Microsoft, to cross that $3 trillion mark.
cnn.com |
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| From: Zen Dollar Round | 6/10/2024 2:25:41 PM | | | | | | Market investors are starting to bet on Nvidia's fall from AI grace
Endless growth is a mirage, and Jensen Huang won't surf the high heavens for much longer
By Alfonso Maruccia June 10, 2024, 12:57
A hot potato: Nvidia's growth in the past few years has been nothing short of spectacular. The GPU manufacturer is selling a massive number of chips for accelerating AI algorithms, but some investors are now concerned about what comes next. And it's a financial bloodbath.
Nvidia could soon become the most valuable company in the world, but there's growing concern that these stellar market results cannot be sustained for much longer. A recent Reuters report highlighted that short bets against Nvidia have now reached $34 billion, almost twice the amount of bets against Apple ($19 billion) and Tesla ($18 billion).
The Santa Clara-based GPU maker recently achieved a market cap of $3.011 trillion, briefly entering the exclusive "$3 trillion" club along with Apple and Microsoft. Nvidia is expected to eventually overtake Microsoft and become the most valuable company in the world, thanks to the insatiable appetite for AI chips.
The explosive growth of generative AI, chatbots, and other machine learning algorithms has fueled Nvidia's sudden and dramatic increase in market cap. Everyone is investing in some AI-related venture or financial speculation these days, and Nvidia managed to increase its stock value by 143 percent this year alone.
As MarketWatch notes, however, investors in 2023 were already questioning how long Nvidia could maintain the higher-than-average growth levels experienced in recent years. Nvidia's results for the first quarter of fiscal year 2025 were up by 262 percent year-over-year, but those annual increases are expected to slow significantly in the near future.
Some industry watchers have started to sound the alarm about unregulated AI hype, predicting that the AI bubble will soon burst, bringing Nvidia, Microsoft, and many other Big Tech companies back to more realistic expectations about the future of technology. Nothing can grow exponentially forever, professor John Naughton recently told The Guardian, noting that the only planet we live on cannot be " paved with data centers."
AI technology is an environmental disaster in the making, Naughton remarked, and shareholders will soon discover that chatbots are following the same path as previous tech and market disasters like the first internet bubble. Researchers at Capital Economics have even set a date for the inevitable AI bubble burst, predicting 2026 as the year of reckoning after another brief growth period in 2025.
Link: techspot.com |
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| From: Old Stock Collector | 6/15/2024 5:00:40 PM | | | | | | Smart City Expo World Congress Event 2024 Nvidia Dell OneMind in November
nvidia.com
You go to the link, scroll down to Nvidia partners and click on Dell Technologies
Hall 1, C10
Featuring edge Al solutions with NVIDIA Jetson and Metropolis
Discover intelligent video analytics in action including demos in airports by Ipsotek, in stadiums & arenas by IntelexVision, and in public transport by AICUDA and Wobcom. Other demos cover city-as-a-service by Aveya Schneider, IOC & digital twin by Augment City and OneMind, plus Dell's new NativeEdge operations software platform.
These 3 companies will be sharing the same Event Booth!
OneMind Technologies is owned by a tiny 1 cent stock Affluence Corp/ Durham Black Inc ticker AFFU
What is a Tiny nobody company doing with the big boys Nvidia and Dell? This is the 2nd year in a row! |
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