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Nvidia must be the fastest growing in revenue a company has ever been at their revenue, right? If you adjust for inflation I imagine they'd have some competiti
by foota 2y ago
Nvidia must be the fastest growing in revenue a company has ever been at their revenue, right?
If you adjust for inflation I imagine they'd have some competition from the robber barons, but it's hard to imagine.
- groceryheist 2y agoThe topline is that the meteoric growth has already occurred. 18% quarterly revenue growth is good, YoY growth was 15x that.
- foota 2y agoImo this depends on whether the limiting factor is demand or production. If it's production capacity, then if in a year they're able to get TSMC to make them twice as many chips, they could likely increase their growth rate? I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. Idk what the ratio is in size between an H100 and an M3, but I doubt it's anywhere near proportional to how much nvidia is willing to offer TSMC.
- groceryheist 2y agoNvidia is doing fine :), but it would be better for them if they were not limited. Hopefully, and probably, you are right and production is limiting.
- MangoCoffee 2y ago>I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. How many TSMC's customers need the latest tech?
- foota 2y agoAnyone that wants to keep selling new phones every year?
- madisp 2y ago18% quarterly comes to around 190% yearly, still _very_ good!
- deleted 2y ago[deleted]
- votepaunchy 2y ago18% quarterly growth is 94% yearly growth.
- madisp 2y agooof, off by 100%, my bad
- eaenki 2y agomore like 90% lol
- skirmish 2y ago> meteoric growth Are you aware that meteors only go down, never up?
- ramesh31 2y agoImagine the vindication Jensen is feeling at this point. Not even about the money, just about being so completely right after 20 years of hard work and a vision.
- kadushka 2y agoImagine what Hinton or Lecun feel!
- option 2y agofeel the AGI
- schmidtleonard 2y agoThe A100 video needs to go in the museum exhibit. This is the one that trained ChatGPT. https://www.youtube.com/watch?v=So7TNRhIYJ8 https://www.youtube.com/watch?v=So7TNRhIYJ8
- nabla9 2y agoThey are printing money with H100. The cost of for Nvidia is maybe $3k and have been selling it for $40k+ TSMC fab capacity and packaging are the bottlenecks for revenue growth.
- beggi 2y agoTSMC should be charging NVDA much more
- TheAlchemist 2y agoWhy it's not happening ? For the first quarters after AI exploded, I thought it was just that contracts were already signed, but what's stopping them now ?
- nabla9 2y agoBecause Nvidia can say no and nobody else (except Apple) is willing to pay more for the latest node.
- tedunangst 2y agoLike an auction where you pay the second highest bid.
- TheAlchemist 2y agoCan really Nvidia say no ? They are making 78% of margin on those chips - I would think that that leaves a lot of bargaining power to TSMC. They would loose much less than Nvidia.
- nabla9 2y agoYou can't do shakedowns for your second best customer. Nvidia works also with Samsung for new 3nm nodes. Prices are defined by the profit margins of Nvidia's closest competitor (AMD 4.89%.)