Скачать или смотреть CNBC Today On NVIDIA, Broadcom, NVIDIA Stock, AVGO Stock - NVDA Update

CNBC Today On NVIDIA, Broadcom, NVIDIA Stock, AVGO Stock - NVDA Update

Hosts of CNBC discuss NVIDIA, Broadcom, NVIDIA (NVDA stock), and Broadcom stock (AVGO stock) after impressive Broadcom earnings yesterday. Some are saying that Broadcom's success is the beginning of NVIDIA's demise. I disagree. I think there is plenty of room in this market for both NVIDIA and Broadcom to succeed, as there is such strong demand. It's also important to remember the difference between general purpose compute and custom ASICS, understanding that there are uses (and therefore demand) for both. Also today, NVIDIA announced that Germany's JUPITER supercomputer is officially online. This is Europe's first exascale supercomputer and it is built on the NVIDIA Grace Hopper platform. NVIDIA continues making great progress on capitalizing on sovereign AI and enterprise AI opportunities. Additionally there are other growth opportunities ahead for NVIDIA, including AI robotics, which I think will eventually be a major revenue source for NVIDIA. Looking ahead we have two NVIDIA events: the Goldman Sachs Technology Conference on September 8, and NVIDIA GTC in Washington DC with a keynote from Jensen Huang on October 28. Jensen told us on the NVIDIA earnings call that he is "anxious" to share more details about Rubin with us at GTC. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.

Timestamps
0:00 CNBC
2:30 Cramer & Carl
7:42 CNBC
10:08 CNBC Halftime Report
18:44 CNBC
19:41 FinVid

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