@[email protected] to [email protected]English • 1 year agoNvidia overtakes Apple as the second most valuable company.www.cnbc.comexternal-linkmessage-square94fedilinkarrow-up1425
arrow-up1425external-linkNvidia overtakes Apple as the second most valuable company.www.cnbc.com@[email protected] to [email protected]English • 1 year agomessage-square94fedilink
minus-squareFlying SquidlinkfedilinkEnglish29•1 year agoIs 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-square@[email protected]linkfedilinkEnglish12•1 year agoThat’s the thing: no new products were announced.
minus-squarebitwolflinkfedilinkEnglish8•1 year agoFor 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-square@[email protected]linkfedilinkEnglish2•1 year agoThis weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…
minus-square@[email protected]linkfedilinkEnglish4•1 year agoThey 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-squarebitwolflinkfedilinkEnglish2•1 year agoDont product announcements usually precede the stock hype?
minus-square@[email protected]linkfedilinkEnglish2•1 year agoNo, usually it’s buy the hype sell the news.
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.
This weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…
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.