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In vidia s rise with superquick record
Highs record clothes for the smp five one hundred
Hundred and the nasdaack as a video hits a record of its own not a day another record for nvidia
If you look at when chatch ept was first announced that was the fall of twenty
Twenty two
So it's a really really fast rise in a very short amount of time
Apple took one thousand sevenhundred and ninety three days or less than five years to go from a one trillion dollar
Our to aa three trillion dollar company in video has hold my beer
They did the same thing one to three trillion in less than a year
When chatch evt came out in video was worth less than a trillion dollars
Then six months
Seven months after chaatch ept in may of twenty
Twenty three
It hit one trillion dollars
And at the time
People were dying to realize that if ai was a gold rush in video was the one making the shubbles
The invivia crazy just never stopped it
It hit two trillion in february of this year
It's been an absolutely incredible run
But it has been absolutely backed up by the fundaments six eight months later
Its value has already doubled
And then from two trillion dollars
It only took a just over three months for to hit three trillion dollars
Since really tough to get the three trailthat said
Though you're designing the perfect ct momentum from scratch in videdeo be at they're making a lot of money for each one of the chips
They sell these are very profitable devices
And see the orders for gb two hundred
We see the orders for the b two er
Nothing is slowing down
But may not be perchips
That's the comcomting ing
Accheling ing
Its flagship age one hundred or the fourthcoming gb two hundred
But the competition is coming
And it talked about its ai accelerator
And said it was going to be much much cheaper than amvidionow there may still be performance questions and that kind of thing
Now there may that much cheaper
Everyone's going to take a look at it
Because it can save them a lot of money
And it's not just intel
Amd is coming with a gp u
And see the biggest customers
Which include microsoft and meda and amazon
They're developing their own chips
Too everyone is looking to save money
Because these and vividia
Ps
Are quite pricy as six months ago
You would sometimes here folks say well i like amd as a come back hid
And they're going to be kind of second on the wave of the ai crasthat that indivia ststted
And i think what we've seen especially lolast couples
When you've look at
Look at hp ease results or dells results
Um in videos really susucup the profits and the gross ss margins ins the spspace to the tune
Something something sevenseventy percent ent others ers are happy to come in
Come along for the ride
Hoping to sell other services afterwards
But they are getting the dominant
And are are so don't mess with success
So competition is definitely the biggest challenge for in vidia
Not only do you have its customers and its rivals
You also have hundreds of millions of dollars
Maybe billions going into venture investment for new companies
That are doing nothing but aiming at a videos crown
But here's what i think about the competition
I think in video will stay ahead
It's some very very big pie
Amd is a well regarded company
They will give a slice
But in video will still stay uh top dog
Intel is a company at least on the manufacturing side
That has been the game
That hasn't been able to shoot straight or about twenty years now joe
And so i think that they will make a come back in pc oriented cpu
But to all their claims about ai
Maybe they get there
But i will believe it
When i see it to keep everything in perspective in vidia sales
Es though they've tripped in the last year are still far far short of microsoft annual sales and approannual sales
And they have really nice drible margins
Too
It's hard to see in video
We're placing apple or microsoft in the technology ecosystem
But could it take the crown of most valuable us company
Yeah
I think that's possible
