WHERE NVIDIA STOCK GOES AFTER EARNINGS???

YouTube YouTube YouTube let's talk about Nvidia and earnings going forward now for those of you that don't know the CEO of Nvidia had an interview with Bloomberg right after earnings and so we'll tune in to that but this is the reason why I wanted to speak to you guys before earnings and I told you what my game plan was and I said I wasn't going to do anything during the the actual trading day if nid a fail in the aftermarket I would pick some up which is exactly what I did but this video is confirming for me why I am still bullish on this stock and speaking of the black whale let's go ahead and get straight into it I think the market wanted more on Blackwell they wanted more specifics and I'm trying to go through all of the call and the transcript it seems like a very clearly this was a production issue and not a fundamental design issue with Blackwell but the deployment in the real world what does that look like tangibly and is there a sort of delay in the timeline of that deployment and thus revenue from that product I I I um let's see that's just the fact that I was so clear and it wasn't clear enough kind of tripped me up there right away and so so let's see we uh we made a mass change to improve the yield functionality of Blackwell is wonderful we're sampling Blackwell all over the world today uh we um show people uh giving tours to people uh of the Blackwell systems that we have up and running uh you could find pictures of Black Wall Systems um all over the web uh we have started volume production uh volume production will ship in Q4 Q4 we will have billions of dollars of Blackwell revenues and um we will ramp from there we will ramp from there the demand for Blackwell far exceeds its supply of course in the beginning uh because the demand is so great uh but we're going to have lots and lots of supply and uh we will be able to ramp uh starting in Q4 we have billions of dollars of revenues and we'll ramp from there into q1 into Q2 and through next year we're going to have a great next year see and this is this this is what I was initially looking for and he pretty much gave it to me uh and you guys know that I've been talking about this blackw for several weeks now and I said if they had some sort of way of get production at least going uh for the fourth quarter not starting in 2025 but the fourth quarter of 2024 we're going to be rocking and rolling and this is pretty much what he's confirmed well Jensen what is the demand for Accelerated Computing Beyond hyperscalers and meta hyperscalers represent about 45% of our total Data Center business we're relatively Diversified today we have hyperscalers uh we have uh internet service providers we have uh Sovereign AIS we have um Industries Enterprises so it's fairly fairly Diversified uh aside outside of hyperscalers the other 55% now uh the application use across all of that all of that data center uh starts with accelerated computing accelerated Computing uh does everything of course from uh well the the models the things that we know about which is generative Ai and that's gets most of the attention um but at the core we also do uh database processing pre and postprocessing of of uh of data before you uh use it for generative AI um transcoding scientific simulations computer Graphics of course image processing of course and so there's tons of applications that people use are accelerated Computing for and one of them is uh generative Ai and so let's see what else can I say I think that's uh let me jump in Jensen please on on Sovereign AI you and I talked about that before and it was so interesting to hear something behind it that in this fiscal year there will be low double digit I think you said billions of dollars in Sovereign AI sales but to the lay person what does that mean it means deals with specific governments if so where by the government and often times that's the case in a case of in the case of Japan for example the the Japanese uh government came out and uh offered um uh subsidies of a couple billion dollars I think uh for several different internet companies and Telos to be able to fund their AI infrastructure uh India has a sovereign AI initiative going and they're uh building their AI infrastructure uh Canada uh the UK France Italy um I'm missing somebody uh Singapore Malaysia uh you know a large number of countries are subsidizing their Regional data centers so that they could become able to uh build out their AI infrastructure they recognize that their country's uh knowledge their country's data Digital Data is also their natural resource not just the land they're sitting on not just the air above them but they they realize now that their their digital knowledge is part of their natural and National resource and they had to harvest that and process that and transform it into their National digital intelligence and so this is a this is what we call Sovereign AI you could imagine almost every single country in the world uh will eventually recognize this and build out their AI infrastructure jent you use the word resource and that makes me think about the energy requirements here I think on the cool you you talked about how the Next Generation models will have many orders of magnitude greater compute needs but how will the energy needs increase and what is the advantage you feel Nvidia has um in in that sense well the most important thing that we do is increase the performance of and increase the performance and efficiency of our next Generation so Blackwell is many times more performant than Hopper at the same level of power used and so that's Energy Efficiency more performance with the same amount of power or same performance at a lower power and that's number one and uh the second is using liquid cooling we support air we support air cooling we support liquid cooling but liquid cooling is a lot more energy efficient and so so the combination of that all of that you're going to get a pretty large uh pretty large step up uh but the important thing to also realize is that AI doesn't really care where it goes to school and so increasingly we're going to see AI be trained somewhere else have that model come back and be used uh near the population or even running on your uh PC or your phone and so we're going to train large models but the goal is not to run the large models necessarily all the time you can you can surely do that for some of the premium services and the very high value AIS um but it's very likely that these large models would then help to train and teach smaller models and what we'll end up doing is have one large you know few large models uh that are able to train a whole bunch of small models and they run everywhere Jensen you explained clearly that demand to build generative AI product on models or even at the GPU level is greater than current Supply in Blackwell's case in particular explain the supply Dynamics to me for your products and whether you see an improvement sequentially quarter on quarter or at some point by the end of fiscal year into next year well the fact that we're growing would suggest that our supply is improving and our supply chain is is quite large one of the largest Supply chains in the world uh we have incredible partners and they're doing a great job supporting us in our growth um as you know we're one of the fastest growing technology companies in history and none of that would have been possible without very strong demand but also very strong Supply we're expecting Q3 to have more Supply than Q2 we're expecting Q4 to have more Supply than Q3 and we're expecting q1 to have more Supply than Q4 and so I think our supply our supply condition going into next year will be will be a large improvement over this last year um with respect to demand uh Blackwell is just such a leite and and there's several things that are happening you know just the foundation model makers themselves the size of the foundation models are growing from hundreds of billions of parameters to trillions of parameters uh they're also learning more languages instead of just learning human language they're learning the language of images and sounds and um videos and they're even learning the the language of 3D graphics and and whenever they are able to learn these languages they can understand what they see but they can also generate what they're asked to generate and so uh they're learning the Lang of proteins and chemicals and and physics um you know it could be fluids and it could be particle physics and and so they're learning all kinds of different languages they learn the meaning what we call modalities but basically learn the languages and so so these models are growing in size they're learning from more data and there are more model makers uh than there was a year ago and so the number of model makers have grown substantially because of all these different modalities and so that's just one just the Frontier Model the foundation model makers themselves have really grown tremendously and then the generative AI Market has really Diversified you know beyond the internet service makers to startups and now Enterprises are jumping in and different countries are jumping in so the demand is really growing Jensen I'm sorry to cut you off I I will lose your time soon um you've also Diversified and so I think it was very important that he spoke about what they expect the as far as growth over the next several quarters so he's expecting and and express that each quarter they're still expecting to do better and better and better and so I know those are just worse but maybe it could be more comforting to some of the investors out there that have kind of been sucking into this Doom and Gloom with Nvidia and there potentially being a stunning growth which I don't foresee but you know as far as the games that happen during earnings it is what it is it happens sometimes and so all you can do is keep keep moving keep inves and everything will straighten itself out when I said to our audience you were coming on I got so many questions probably the most common one is what is NVIDIA we talked about you as a systems vendor but so many points on Nvidia GPU cloud and I want to ask finally do you have plans to become literally a cloud compute provider uh no uh our GPU Cloud was designed to be the best version of Nvidia cloud that's built within each Cloud Nvidia djx cloud is built inside gcp inside ad inside AWS inside oci and so we build our clouds within theirs so that we can Implement our best version of our Cloud work with them to uh make that cloud that that infrastructure that AI infrastructure Nvidia infrastructure as performant as great tcco as possible and and so that strategy has worked incredibly well and um of course uh we are large consumers of it because we create a lot of AI ourselves because our chips aren't possible to design without AI our software is not possible to write without Ai and so we use it ourselves trem you know tremendous amount of it self-driving cars the general robotics work that we're doing the Omniverse work that we're doing so we're using the djx cloud for ourselves um we also use it for an AI Foundry uh we make AI models for companies that would like to uh have expertise in doing so and so we are AI uh we're an AI we're a Foundry for AI like tsmc is a Foundry for our chips and so so there are three fundamental reasons why we do it uh one is to have the best version of Nvidia inside all the clouds two because we're a large consumer ourselves and third uh because we use it for AI Foundry for to help all right guys so there you have it uh pretty informative followup after uh yesterday's earnings I think you know his words are like I said going to be pretty confident to investors as they kind of navigate through the negative experiences for a lot of you on on last night so you know those types of things like I said before happen don't be discouraged everything will straighten itself out Nvidia is not going anywhere it's here to stay it's going to continue to grow and that's that's what I have for you guys today so hopefully uh you get something out of that follow-up video from the CEO of Nvidia I appreciate you guys for tuning in and I'm out peace