Timely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 5 months agoNvidia overtakes Apple as the second most valuable company.www.cnbc.comexternal-linkmessage-square93fedilinkarrow-up1421arrow-down115
arrow-up1406arrow-down1external-linkNvidia overtakes Apple as the second most valuable company.www.cnbc.comTimely_Jellyfish_2077@programming.dev to Technology@lemmy.worldEnglish · 5 months agomessage-square93fedilink
minus-squareFlying Squid@lemmy.worldlinkfedilinkEnglisharrow-up27·5 months 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-squarefrezik@midwest.sociallinkfedilinkEnglisharrow-up11·5 months agoThat’s the thing: no new products were announced.
minus-squarebitwolf@lemmy.onelinkfedilinkEnglisharrow-up7·5 months 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-squarefrezik@midwest.sociallinkfedilinkEnglisharrow-up3·5 months 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-squarebitwolf@lemmy.onelinkfedilinkEnglisharrow-up2·5 months agoDont product announcements usually precede the stock hype?
minus-squareBartsbigbugbag@lemmy.mllinkfedilinkEnglisharrow-up2·5 months agoNo, usually it’s buy the hype sell the news.
minus-squarejj4211@lemmy.worldlinkfedilinkEnglisharrow-up2·5 months agoThis weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…
minus-squareFlying Squid@lemmy.worldlinkfedilinkEnglisharrow-up7·5 months agoI take back what I said in that case.
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.
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…
I take back what I said in that case.