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Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing.
Chip Stock Investors Nick and Kasey are here to bre ... Show More
Nov 20
Is Nvidia Stock Still A Good Investment For 2026? NVDA Earnings Review
<p>NVIDIA just delivered its Q3 2025 earnings update, setting the stage for 2026. The big question for Chip Stock Investors: Is NVDA still a good stock to own heading into the new year? <br>In this moderate, high-level analysis, we dig into the latest NVIDIA financial resul ... Show More
9m 16s
Nov 18
What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?
<p>Michael Burry, the investor made famous by The Big Short, is warning of a major risk in the AI data center boom. He claims hyperscalers like Meta are understating depreciation to artificially inflate GAAP earnings.<br>We dive into this controversial argument, explaining ... Show More
11m 12s
Nov 2023
Nvidia's Launches 2X Better AI Chip H200
<p>In this episode, we delve into Nvidia's latest launch of a new, highly anticipated AI chip, while customers are still actively seeking its previous model, exploring the reasons behind this continuous high demand and the chip's potential impact on the AI and tech industries. We ... Show More
11m 9s
Jun 2021
A Computex bonanza from NVIDIA, AMD and Intel
<p>This week, Cherlynn and Devindra chat about the big news from virtual Computex: NVIDIA’s RTX 3080 Ti and 3070 Ti; AMD’s Radeon 6000M mobile graphics; and the latest chips from Intel. Come learn why these companies are basically a triad of frenemies. Also, they dive into Micros ... Show More
1h 42m