Timely_Jellyfish_2077@programming.devcake to Technology@lemmy.worldEnglish · 25 days agoNvidia overtakes Apple as the second most valuable company.www.cnbc.comexternal-linkmessage-square94fedilinkarrow-up1425arrow-down115
arrow-up1410arrow-down1external-linkNvidia overtakes Apple as the second most valuable company.www.cnbc.comTimely_Jellyfish_2077@programming.devcake to Technology@lemmy.worldEnglish · 25 days agomessage-square94fedilink
minus-squareFlying Squid@lemmy.worldlinkfedilinkEnglisharrow-up29·24 days 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-up12·24 days agoThat’s the thing: no new products were announced.
minus-squarebitwolf@lemmy.onelinkfedilinkEnglisharrow-up8·24 days 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-up4·24 days 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-up2·24 days agoDont product announcements usually precede the stock hype?
minus-squareBartsbigbugbag@lemmy.mllinkfedilinkEnglisharrow-up2·24 days agoNo, usually it’s buy the hype sell the news.
minus-squarejj4211@lemmy.worldlinkfedilinkEnglisharrow-up2·23 days agoThis weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…
minus-squareFlying Squid@lemmy.worldlinkfedilinkEnglisharrow-up7·24 days 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.