AkhenOsiris
$NVDA CFO Kress at MS TMT Conference
Q: Lead times, power, rack space, end demand and meeting it.
A: About this time a year ago, people got in line for what they wanted. We are getting through a good portion of that, for primarily the H100.
Keep in mind, we have new products coming to market. That enters the next stage of supply and demand. Helping our customers as we bring new products to market to understand how to build out the data center. Planning processes are long.
Lot of trapped power that has been used with inefficient data center builds, will need to be re-done.
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$NVDA CFO Kress at MS TMT Conference
Q: Lead times, power, rack space, end demand and meeting it.
A: About this time a year ago, people got in line for what they wanted. We are getting through a good portion of that, for primarily the H100.
Keep in mind, we have new products coming to market. That enters the next stage of supply and demand. Helping our customers as we bring new products to market to understand how to build out the data center. Planning processes are long.
Lot of trapped power that has been used with inefficient data center builds, will need to be re-done.
tweet
AkhenOsiris
$NVDA CFO Kress at MS TMT Conference
Q: How have you managed to grow this quickly. This scale, size, complexity. Growing 4-5x is remarkable.
A: Ramping up supply, had to come from many different perspectives. Decades long supplier relationships, seeked out new suppliers to build out redundancies, we focused on cycle time of manufacturing and breaking it down to see how we could improve it. We want to increase our supply every quarter.
tweet
$NVDA CFO Kress at MS TMT Conference
Q: How have you managed to grow this quickly. This scale, size, complexity. Growing 4-5x is remarkable.
A: Ramping up supply, had to come from many different perspectives. Decades long supplier relationships, seeked out new suppliers to build out redundancies, we focused on cycle time of manufacturing and breaking it down to see how we could improve it. We want to increase our supply every quarter.
tweet
AkhenOsiris
$NVDA CFO Kress at MS TMT Conference
Q: Did you foresee this DC demand a year ago?
A: Intro of Gen-AI was still ramping. We had been working with Open AI for years. We saw it as part of our long planned journey. Things have definitely changed, because of the interest worldwide. Enterprises, governments, consumers all over the world. Our overall goal as a company has been focused on accelerated computing for over 15 years. That transition is arriving. A new platform is necessary and AI is the killer app of accelerated computing.
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$NVDA CFO Kress at MS TMT Conference
Q: Did you foresee this DC demand a year ago?
A: Intro of Gen-AI was still ramping. We had been working with Open AI for years. We saw it as part of our long planned journey. Things have definitely changed, because of the interest worldwide. Enterprises, governments, consumers all over the world. Our overall goal as a company has been focused on accelerated computing for over 15 years. That transition is arriving. A new platform is necessary and AI is the killer app of accelerated computing.
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AkhenOsiris
*** Alert ***
This is a feel good capitalism story amongst all the anger out there.
3 of my passive 🐵 buddies have locked in their profits today from SMCI and a few other semis. They are tech finance nerds, so understand very well how markets work, not the guy in mom's basement. Generated well over 7 figure gains since last year on their semi portfolios.
One said to me this morning "both my kids' education funds are now complete" and another said "I just bought my parents vacation house on the beach this morning back in their home country".
I don't give a flying fuck if markets are broken, but I'm happy as hell to hear the above 👍🏼
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*** Alert ***
This is a feel good capitalism story amongst all the anger out there.
3 of my passive 🐵 buddies have locked in their profits today from SMCI and a few other semis. They are tech finance nerds, so understand very well how markets work, not the guy in mom's basement. Generated well over 7 figure gains since last year on their semi portfolios.
One said to me this morning "both my kids' education funds are now complete" and another said "I just bought my parents vacation house on the beach this morning back in their home country".
I don't give a flying fuck if markets are broken, but I'm happy as hell to hear the above 👍🏼
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AkhenOsiris
Will be lots of "how can the market work without Apple?" commentary kicking up again (right @jkrinskypga ?)
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Will be lots of "how can the market work without Apple?" commentary kicking up again (right @jkrinskypga ?)
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BizToc
3) Apple Hit with EU's $2B Fine —
EU fines Apple nearly $2 billion for anti-competitive practices in music streaming, shaking up the tech industry. #Antitrust
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3) Apple Hit with EU's $2B Fine —
EU fines Apple nearly $2 billion for anti-competitive practices in music streaming, shaking up the tech industry. #Antitrust
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Offshore
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BizToc
📰 BizToc.com Hourly News Flash
1) China's Confident Growth Ambitions —
China announces an assertive GDP growth target, fueling confidence and exhibiting economic resilience. #GDP
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📰 BizToc.com Hourly News Flash
1) China's Confident Growth Ambitions —
China announces an assertive GDP growth target, fueling confidence and exhibiting economic resilience. #GDP
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Offshore
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Ben's Bites
RT @_philschmid: Claude 3 is here! @AnthropicAI just released Claude 3, outperforming the original @OpenAI AI GPT-4 results! 🤯 Claude 3 also comes with Vision support similar to GPT-4V. 👀
TL;DR;
🚀 3 different versions (Opus, Sonnet, Haiku)
🥇 Opus (best models) outperforms GPT-4 and Gemini 1.0 Ultra
📚 200k context window
🖼️ Vision support (59% on MMMU)
⚡ Sonnet is 2x faster than Claude 2
🤖 Can be used for task automation/agent workflows
🌐 Sonnet available in @awscloud Bedrock and private preview on @Google Cloud’s Vertex AI Model Garden → Opus and Haiku coming soon
🔜 Soon: function calling & interactive coding (REPL)
Cost:
Opus: $15/1M input (0.5x of GPT-4); $75M output (1.25x of GPT-4)
Sonnet: $3/1M input (0.33x of GPT-4 Turbo); $15M output (0.5x of GPT-4 Turbo)
Haiku: $0.25/1M input (0.5x of GPT-3.5 Turbo); $1.25M output (1.2x of GPT-3.5 Turbo)
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RT @_philschmid: Claude 3 is here! @AnthropicAI just released Claude 3, outperforming the original @OpenAI AI GPT-4 results! 🤯 Claude 3 also comes with Vision support similar to GPT-4V. 👀
TL;DR;
🚀 3 different versions (Opus, Sonnet, Haiku)
🥇 Opus (best models) outperforms GPT-4 and Gemini 1.0 Ultra
📚 200k context window
🖼️ Vision support (59% on MMMU)
⚡ Sonnet is 2x faster than Claude 2
🤖 Can be used for task automation/agent workflows
🌐 Sonnet available in @awscloud Bedrock and private preview on @Google Cloud’s Vertex AI Model Garden → Opus and Haiku coming soon
🔜 Soon: function calling & interactive coding (REPL)
Cost:
Opus: $15/1M input (0.5x of GPT-4); $75M output (1.25x of GPT-4)
Sonnet: $3/1M input (0.33x of GPT-4 Turbo); $15M output (0.5x of GPT-4 Turbo)
Haiku: $0.25/1M input (0.5x of GPT-3.5 Turbo); $1.25M output (1.2x of GPT-3.5 Turbo)
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BizToc
3) 5G Revolutionizing Healthcare —
The 5G healthcare market is projected to skyrocket, hitting over $59.9 billion by 2031, revolutionizing medical services delivery. #5GHealthcare
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3) 5G Revolutionizing Healthcare —
The 5G healthcare market is projected to skyrocket, hitting over $59.9 billion by 2031, revolutionizing medical services delivery. #5GHealthcare
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BizToc
2) UnitedHealth's $22M Ransom Payment —
A hacker forum post reveals UnitedHealth Group allegedly paid a massive $22 million ransom to retrieve compromised data. #RansomPayment
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2) UnitedHealth's $22M Ransom Payment —
A hacker forum post reveals UnitedHealth Group allegedly paid a massive $22 million ransom to retrieve compromised data. #RansomPayment
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Offshore
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BizToc
📰 BizToc.com Hourly News Flash
1) Elon Musk Sued Over Twitter Severance —
Four former Twitter executives file lawsuit against Elon Musk for over $128M in unpaid severance, intensifying post-buyout legal battles. #TwitterLawsuit
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📰 BizToc.com Hourly News Flash
1) Elon Musk Sued Over Twitter Severance —
Four former Twitter executives file lawsuit against Elon Musk for over $128M in unpaid severance, intensifying post-buyout legal battles. #TwitterLawsuit
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