Timely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 1 年前Nvidia overtakes Apple as the second most valuable company.www.cnbc.comexternal-linkmessage-square82fedilinkarrow-up10arrow-down10
arrow-up10arrow-down1external-linkNvidia overtakes Apple as the second most valuable company.www.cnbc.comTimely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 1 年前message-square82fedilink
minus-squareFlying Squid@lemmy.worldlinkfedilinkEnglisharrow-up0·1 年前Is it that the market loves him or is it that a CEO’s keynote isn’t really that big a deal and is mostly an ego-stroking event? Because I’m guessing what the market actually loves is the new products that are announced.
minus-squarefrezik@midwest.sociallinkfedilinkEnglisharrow-up0·1 年前That’s the thing: no new products were announced.
minus-squareFlying Squid@lemmy.worldlinkfedilinkEnglisharrow-up0·1 年前I take back what I said in that case.
minus-squarebitwolf@lemmy.onelinkfedilinkEnglisharrow-up0·1 年前For consumers. They’re pushing put giant power hungry gpus for data centers to power LLM. Most of the valuation is likely consumers hyping the bull run, and speculation about just how much b2b revenue they will get.
minus-squarefrezik@midwest.sociallinkfedilinkEnglisharrow-up0·1 年前They didn’t though. Blackwell was announced before this, and there isn’t any real specifics besides showing some prototypes. There’s some software stuff about improving Pandas and pregenerated LLMs. That’s about it.
minus-squarebitwolf@lemmy.onelinkfedilinkEnglisharrow-up0·1 年前Dont product announcements usually precede the stock hype?
minus-squareBartsbigbugbag@lemmy.mllinkfedilinkEnglisharrow-up0·1 年前No, usually it’s buy the hype sell the news.
minus-squarejj4211@lemmy.worldlinkfedilinkEnglisharrow-up0·1 年前This weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…
Is it that the market loves him or is it that a CEO’s keynote isn’t really that big a deal and is mostly an ego-stroking event?
Because I’m guessing what the market actually loves is the new products that are announced.
That’s the thing: no new products were announced.
I take back what I said in that case.
For consumers. They’re pushing put giant power hungry gpus for data centers to power LLM.
Most of the valuation is likely consumers hyping the bull run, and speculation about just how much b2b revenue they will get.
They didn’t though. Blackwell was announced before this, and there isn’t any real specifics besides showing some prototypes. There’s some software stuff about improving Pandas and pregenerated LLMs. That’s about it.
Dont product announcements usually precede the stock hype?
No, usually it’s buy the hype sell the news.
This weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…