NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVD Forum: Aktien Thema: Hauptdiskussion

So langweilig heute, dass ich mir aus langweile schon den JanuarPut gekauft habe

Wahrscheinlich plus minus 0, wobei auch da welche einen Trend erkennen werden 😜

AI PC wird 2024 der Hit

Ob wir heute grün schließen ??? Hmmmmm

'But the notable takeaway from Kress' statement above is the deployment of AI in PCs, which the CFO believes could be the next big growth driver for the PC market. According to Kress, "Generative AI is quickly emerging as the new pillar app for high-performance PCs." Third-party research from the likes of Counterpoint Research and Canalys also suggests that AI could turn out to be the next big growth driver for the PC market. Canalys estimates that the PC market could clock 8% growth in 2024 following a double-digit drop in 2023, with AI expected to reignite this space. Canalys points out that 19% of all PCs shipped in 2024 are likely to have some degree of AI capability. Counterpoint Research, on the other hand, forecasts that shipments of AI PCs could grow at an annual pace of 50% through 2030.' https://www.fool.com/investing/2023/12/12/nvidia-reason-why-artificial-intelligence-ai-stock/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&mod=mw_quote_news

Ich mach erst Raketen wenn wir bei 505$ sind 😂😂😂

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Paar haben kalte Füße bekommen. Nichts besonderes

Was ist denn nun los wir haben doch noch gar nicht 15:30 Uhr

Larry Ellison (Oracle): 'There is huge demand overseas for sovereign clouds where people -- you know, governments haven't been able to move their workloads. And a lot of those are government Oracle workloads. They haven't been able to move their workloads to the cloud. I mean, there are literally, I don't know, five, six, seven large companies in Japan that will be building at least two data centers -- Oracle data centers each. So, again, the demand is extraordinary, we can build the data centers relatively fast, and I expect the OCI growth rate to be over 50% for a few years.'

Safra Katz (Oracle): 'And as you can see in my capex guidance, we expect OCI to just grow astronomically, frankly. It is the ideal infrastructure for so much use. And of course, also, as more GPUs become available and we can put those in, we have just really unlimited amount of demand. '

'The demand for Oracle Cloud Infrastructure and generative AI is consistently increasing quarter after quarter. Oracle's total remaining performance obligations, or RPO, has now reached $65 billion, slightly more than our annual revenue. In response to this sharply increasing demand, Oracle is in the process of expanding 66 of our existing cloud data centers and building 100 new cloud data centers. We have to build 100 additional cloud data centers because there are billions of dollars more in contracted demand than we currently can supply. Cloud infrastructure demand is huge and growing at an unprecedented rate. In the next few weeks, we expect to sign a couple more billion-dollar Cloud Infrastructure contracts.' https://www.fool.com/earnings/call-transcripts/2023/12/12/oracle-orcl-q2-2024-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&mod=mw_quote_news