Nvidia 2023Q1
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Nvidia kom med regnskab for nogle dage siden. Omsaetning $7,19mia; -13% YoY og +19% QoQ. Forventet $11mia naeste kvartal.
Jeg havde taenkt mig at tilfoeje et par figurer til en eksisterende traad, men den seneste er fra aar 2020, saa jeg starter en ny traad i stedet. Jeg har vefhaeftet nogle figurer, som jeg selv synes er relevante. Klik for at goere dem stoerre.
Multiplerne synes ikke at tage hensyn til risikoen for, at kunder saasom Facebook og Google begynder at producere alternativer til eksempelvis deres A100 GPU. Fremadrettet P/E er 40 og hvis deres omsaetning er $11mia hvert kvartal, saa er P/S stadig 20.
Tillykke til dem, der sidder med store gevinster paa Nvidia. Det har naesten vaeret en 100 bagger ligesom Tesla siden begyndelsen af forrige aarti.
Link til transkriberet telekonference:
https://www.fool.com/earnings/call-transcripts/2023/05/24/nvidia-nvda-q1-2024-earnings-call-transcript/"Let me turn to the outlook for the second quarter of fiscal '24. Total revenue is expected to be 11 billion, plus or minus 2%. We expect this sequential growth to largely be driven by data center, reflecting a steep increase in demand related to generative AI and large language models. This demand has extended our data center visibility out a few quarters, and we have procured substantially higher supply for the second half of the year."
"The simple way to think about it in the end is that the world has a $1 trillion of data center installed, and it used to be 100% CPUs. In the future, we know -- we've heard it in enough places, and I think this year's ISC keynote was actually about the end of Moore's Law. We've seen it in a lot of places now that you can't reasonably scale out data centers with general purpose computing and that accelerated computing is the path forward. And now, it's got a killer app.
It's called generative AI. And so, the easiest way to think about that is your $1 trillion infrastructure. Every quarter's capital, capex budget would lean very heavily into generative AI, into accelerated computing infrastructure, everywhere from the number of GPUs that would be used in the capex budget to the accelerated switches and accelerated networking chips that connect them all. The easiest way to think about that is, over the next four, five, 10 years, most of that $1 trillion and then compensating, adjusting for all the growth in data center still, it will be largely generative AI."
Link til pressemeddelelse:
https://investor.nvidia.com/news/press-release-details/2023/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2024/default.aspx"The computer industry is going through two simultaneous transitions - accelerated computing and generative AI," said Jensen Huang, founder and CEO of NVIDIA.
"A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service and business process.
"Our entire data center family of products - H100, Grace CPU, Grace Hopper Superchip, NVLink, Quantum 400 InfiniBand and BlueField-3 DPU - is in production. We are significantly increasing our supply to meet surging demand for them," he said.
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NVIDIA Again Claims The Title For The Fastest AI; Competitors Disagree
https://www.forbes.com/sites/karlfreund/2021/12/01/nvidia-again-claims-the-title-for-the-fastest--ai-competitors-disagree/?sh=719d2faf44b3 -
NVIDIA: GH200 Grace Hopper Superchips For Accelerated Generative AI Now In Full Production
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Chipproducenter har fået luft under vingerne og skaber frygt for en ny aktieboble
https://finans.dk/privatokonomi/ECE15897728/chipproducenter-har-faaet-luft-under-vingerne-og-skaber-frygt-for-en-ny-aktieboble/ -
Better Buy: Nvidia vs. ASML
30/5 14:26
Nvidia (NASDAQ: NVDA) and ASML (NASDAQ: ASML) are two of the world's most important semiconductor companies. Nvidia is the world's largest producer of discrete graphics processing units (GPUs) for video games, graphical applications, and artificial intelligence (AI) tasks.
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Nvidia bliver 9. selskab i verden med markedsværdi på over 1000 mia. dollar
30/5 16:01
Investorernes optimisme over udsigterne for kunstig intelligens har tirsdag sendt det amerikanske techselskab Nvidia op i første division, hvor markedsværdien er gået over 1000 mia. dollar.
Nvidia er det niende selskab i verden, der har nået en markedsværdi på 1000 mia. dollar, skriver Bloomberg News, der pointerer, at selskabet følger efter så prominente navne som Apple, Microsoft, Alphabet, Amazon.com, Saudi Aramco, Tesla, Meta Platforms og PetroChina.
Tirsdag stiger Nvidia 6,3 pct. til 413,85 dollar, og årets stigninger er nu nået op på 188 pct.
Dagens stigning kommer i kølvandet af, at techgiganten har præsenteret flere produkter og services med kunstig intelligens (AI) ved messen Computex i Taiwan.
Chipproducenten, der gennem 2023 er blevet løftet markant på grund af sin eksponering mod kunstig intelligens (AI), har ved Computex præsenteret en række nye AI-produkter, heriblandt til robotter, annoncer, netværk og gaming, samt den ny såkaldte supercomputer DGX GH200, der ligeledes anvender kunstig intelligens. Supercomputeren skal bistå selskaber i at udvikle efterfølgere til chatrobotter som ChatGPT.
Sidste uge fremlagde Nvidia sin salgsprognose for andet kvartal, der vidnede om en markant højere forventning til salget, end analytikerne havde regnet med. Forventningen til et salg på 11 mia. dollar, hvor Wall Street havde ventet 7,18 mia. dollar, sendte torsdag aktien i vejret med over 24 pct. Opturen fortsatte fredag med et plus på 2,5 pct.
.\˙ MarketWire
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Is It Time to Sell Nvidia Stock?
In this video, I will talk about whether or not it might be time to sell Nvidia (NASDAQ: NVDA) now that it has joined the trillion-dollar club and has risen more than 180% this year....
https://www.proinvestor.com/investornyt/993532/is-it-time-to-sell-nvidia-stock -
Nvidia Just Announced More AI News Over the Weekend -- Here Is What Investors Should Know
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Tak for de fine grafer. Der er ingen tvivl om behovet for chips frem over, men jeg synes prissætningen er helt vandvittig.
Jeg har dog selv et meget lille frimærke i franske Kalray (ALKAL:xpar), der som jeg har forstået det, har en banebrydende teknologi til de store datacentre, for at følge den lidt nærmere.
Min bevægegrund for at købe den er ud over den spændende teknologi også strategisk "pro Europa" i det teknologikapløb som synes at være mellem Kina, det øvrige Asien, USA og EU.
Man kan læse lidt mere om den her:
https://www.saxoinvestor.dk/sim/investor-demo/news/202305110145SAXOBANKPLATEQUT_20230510_BW6021?cmpid=copy_link_platform_sharing -
I dagens afsnit dykker Hansen og Larsen ned i aktiemarkedet og kaster et blik på koncentrationen i indeksene. Amerikanske selskaber har satset stort på AI - er det det nye internet? Hvordan er situationen i Europa og Kina, og hvordan forholder man sig til de bobler, der måske kan opstå?
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Is Nvidia Stock Actually Cheaper Now Than Before Its Blistering Run? The Answer Might Surprise You
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Nvidia Is a Clear Winner as AI Server Expansion Zooms
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Why Nvidia Surged 36.3% in May
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3 Things About AMD That Smart Investors Know https://www.proinvestor.com/investornyt/995993/3-things-about-amd-that-smart-investors-know
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Nvidia Stock: 2 Reasons to Wait for the Dip and 1 Reason to Buy Now
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Der er kun håndfuld "Big Tech" selskaber der holder S&P 500 i grønt (kan ses hvis man vælger et lige vægtet indeks).
Der bør komme en sektor rotation over i de cykliske aktier, hvis dampen skal holdes oppe. (sandsynlighed for yderligere rentestigning er væk).
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