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Wall Street Breakfast

Nvidia unveils its next-gen AI tech

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 19 May 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)  

Show Notes
Costco’s sales of Kirkland brand rival Lowe’s and P&G

Episode transcripts: seekingalpha.com/wsb  
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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.

0:09.7

Good afternoon, today is Monday, May 19th, and I'm your host, Kim Khan.

0:13.9

Our top story so far, it's Jen Sanity.

0:17.2

Invitya CEO, Jensen Wong, announced a new wave of new technologies and partnerships

0:21.7

at the Computex 2025 conference in Taiwan, looking to reinforce the company's dominance in the

0:27.1

AI computing space.

0:28.9

Wong opened the event with an update on the company's next generation GB300 systems set to launch

0:34.3

in Q3 of this year, offering major performance gains over current Grace Blackwell

0:38.6

platforms. The executive also introduced the RTX Pro server already in volume production,

0:44.2

which delivers four times the performance of Nvidia's former flagship H-100 chips on deep-seek workloads

0:49.9

and 1.7 times on some of Meta's Lama model jobs.

0:54.3

Nvidia also unveiled NVLink Fusion, a modular system that allows data centers to mix and match

0:59.8

Nvidia GPUs with third-party CPUs or its own AI accelerators.

1:04.6

The company also launched DGX Cloud Lepton, a software service to connect AI developers

1:10.0

with global cloud computing resources

1:12.1

and introduce detailed blueprints to help organizations build their own AI factories.

1:17.4

And in a major regional development, Nvidia is partnering with Apple supplier Foxcon and

1:22.5

Taiwan's government to build an AI supercomputer factory powered by 10,000 Nvidia Blackwell GPUs.

1:29.7

Among active stocks, J.P. Morgan downgraded Netflix to neutral from overweight,

1:34.4

citing a more balanced risk-reward scenario following its significant stock price appreciation and outperformance.

1:41.1

Analysts Doug Ameth said, given its digital subscription-based nature, they view the

1:45.3

stock is highly defensive against tariff and macro concerns, but if tariff and macro pressures continue

...

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