Thu. 05/23 – Nvidia: Still Killing It

Tech Brew Ride Home

Amalgamated Internets, LLC

Tech News, News, Technology

4.7 • 1K Ratings

🗓️ 23 May 2024

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Nvidia’s earnings are still historic, but what could upset their apple cart? A few things, actually. I think we know the truth or at least the timeline of JohanssonGate. Big new media deal for OpenAI. Likes are going private on X. And would you clone your voice to answer the phone on your behalf? Sponsors: Vanta.com/ride Links: Nvidia shares pass $1,000 for first time on AI-driven sales surge (CNBC) Nvidia’s Business Is Booming. Here’s What Could Slow It Down. (WSJ) OpenAI didn’t copy Scarlett Johansson’s voice for ChatGPT, records show (Washington Post) OpenAI, WSJ Owner News Corp Strike Content Deal Valued at Over $250 Million (WSJ) Crypto Lobby Wins: House Passes FIT21 as Democrats Deride Historic Regulatory Framework (Decrypt) Elon Musk Wants to Make X's Likes Private to Hide Your Favorite 'Edgy' Content (Gizmodo) Truecaller and Microsoft will let users make an AI voice to answer calls (The Verge) The story about my wife's theater project (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Tech Meme Right Home for Thursday, May 23rd, 2024. I'm Brian McCullough today.
0:08.8	NVIDIA's earnings are still historic, but what could upset their apple cart? A few things actually. I think we know the
0:15.6	truth or at least the timeline of the Johanson Gate. Big new media deal for Open
0:20.9	AI, likes or going private on X, and would you clone your voice to answer
0:24.6	the phone on your behalf?
0:26.1	Here's what you miss today in the world of tech.
0:29.8	Invidia reported Q1 revenue numbers yesterday. They were good. How good? Well,
0:39.8	Q1 revenue was up 262% year on year to 26.04 billion dollars versus the 24.65 billion dollars
0:51.0	which was estimated so roughly a 2 billion dollar beach. $2 billion
0:55.0	beat on your estimates.
0:56.8	Again, let me give you those numbers.
0:58.2	262% year-on-year beating even those robust estimates and the
1:04.0	invidia is now forecasting Q2 revenue above even those estimates
1:08.0	oh and it is splitting its stock ten for one
1:12.1	quoting cambec. invidia's quarterly earnings report 10 for one. Quoting CMBC,
1:13.5	NVIDIA's quarterly earnings report has become a way for investors to gauge the strength of the
1:18.0	AI boom that has transfixed markets in recent months.
1:20.5	Its strong results on Wednesday suggest that demand for the AI chips
1:24.4	Invidia makes remains robust and CEO Jensen Huang said the company would
1:28.7	see revenue from its next generation AI chip called Blackwell later this year.
1:33.0	Invidia said its data center category rose 427% from the year ago quarter to $22.6 billion in revenue.
1:41.4	NVIDIA Finance Chief Colette Kress
	...

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