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NVIDIA quarterly earnings
Manage episode 468399465 series 2877784
Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Of the many companies that are part of the AI wave, NVIDIA has been at the core of AI infrastructure and a darling of the markets. Their performance in the market is driven in part by consistency in their performance and Melissa Otto, head of TMT Research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to look at the sentiment around the upcoming earnings. The enthusiasm for AI has driven expectations higher and higher and the company has delivered.
The rampant enthusiasm for AI’s future hasn’t been without some cautious moments. In January, the announcement of the DeepSeek model roiled markets with the prospect of lower compute consumption for model training. The concern was that demand for all things AI, GPU’s included, might wane. It might also have been a reason for a jumpy market to take a step back. If you dust off your economics textbooks, Jevon’s Paradox has been cited by many as an indication that consumption could accelerate. Time will tell!
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Credits:
- Host/Author: Eric Hanselman
- Guests: Melissa Otto
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- Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
102 episodes
Share
Manage episode 468399465 series 2877784
Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Of the many companies that are part of the AI wave, NVIDIA has been at the core of AI infrastructure and a darling of the markets. Their performance in the market is driven in part by consistency in their performance and Melissa Otto, head of TMT Research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to look at the sentiment around the upcoming earnings. The enthusiasm for AI has driven expectations higher and higher and the company has delivered.
The rampant enthusiasm for AI’s future hasn’t been without some cautious moments. In January, the announcement of the DeepSeek model roiled markets with the prospect of lower compute consumption for model training. The concern was that demand for all things AI, GPU’s included, might wane. It might also have been a reason for a jumpy market to take a step back. If you dust off your economics textbooks, Jevon’s Paradox has been cited by many as an indication that consumption could accelerate. Time will tell!
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- NVIDIA takes commanding revenue lead in semiconductor space
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Credits:
- Host/Author: Eric Hanselman
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Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
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continue reading
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…
continue reading
Welcome to the Security Weekly Podcast Network, your all-in-one source for the latest in cybersecurity! This feed features a diverse lineup of shows, including Application Security Weekly, Business Security Weekly, Paul's Security Weekly, Enterprise Security Weekly, and Security Weekly News. Whether you're a cybersecurity professional, business leader, or tech enthusiast, we cover all angles of the cybersecurity landscape. Tune in for in-depth panel discussions, expert guest interviews, and ...
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This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
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continue reading
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5k200
Defensive Security is a weekly information security podcast which reviews recent high profile cyber security breaches, data breaches, malware infections and intrusions to identify lessons that we can learn and apply to the organizations we protect.
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continue reading
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