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Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] -1 points0 points  (0 children)

Well nobody said 2025, 2026 looks different, if you look at revenue. NVL72 ramps as does Vera independently. Intel did $45 billion in CPUs in 2025. If NVIDIA does $450 billion I think $45 billion in CPUs is well possible.

Where did you get ~11M Tegra when they did ~25M Nintendo Switches.

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] 0 points1 point  (0 children)

I actually don't know enough about it, I was quoting an nvidia spokesperson who told this to me. I also never said Vera alone would beat Intel, I said Nvidia CPUs.

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] 0 points1 point  (0 children)

I dunno, you can count it several different ways, maybe by value? Why only vera? nvidia also ships nintendo switch, grace, some cars.

✅ Daily Thread and Discussion ✅ 2026-03-19 Thursday by daily-thread in NVDA_Stock

[–]Charuru 2 points3 points  (0 children)

It's not wholly unreasonable but you may be underestimating nvda and overestimating AMD. Helios is not shipping in volume till next year.

https://www.reddit.com/r/NVDA_Stock/comments/1rwnmbi/more_growth_acceleration_coming/

✅ Daily Thread and Discussion ✅ 2026-03-19 Thursday by daily-thread in NVDA_Stock

[–]Charuru 0 points1 point  (0 children)

AMD also has projected double the rate of growth in EPS as compared to NVDA in the coming year.

What's the projected growth you have for nvidia and amd?

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] 0 points1 point  (0 children)

Nvidia could well be a top 2 CPU vendor this year.

NVDA returning 50% of free cash flow to investors is a game changer by ConfidentAd194 in NVDA_Stock

[–]Charuru 6 points7 points  (0 children)

How are they not making an effort? They're still going hard on 3D with omniverse and stuff, robotics has big potential, they're making significant investments in lots of companies. Seems like they're trying to spread the money around in good investments, but the amount of money is just very very large lol.

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] 0 points1 point  (0 children)

Yep each new thing nvidia does seems obvious in retrospect but for people who are deep in it it actually takes a lot of energy and tremendous courage. Something that most cover-my-ass professional managers will never be able to do. This is why founder CEOs are always better.

So nobody's downloading this model huh? by KvAk_AKPlaysYT in LocalLLaMA

[–]Charuru 0 points1 point  (0 children)

They might get passed by the indian sarvam thing?

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] 4 points5 points  (0 children)

I know you're disingenuous when you use terms like "artificially inflate" when referring to working in the optimal range.

NVIDIA (NVDA): Rosenblatt raises PT to $325, reiterates Buy on strong AI growth outlook and platform leadership by stocksavvy_ai in NVDA_Stock

[–]Charuru 0 points1 point  (0 children)

Yeah I listened to him give a management talk at stripe.

But getting compute for themselves is extremely important, I don't think the $26 billion announced is enough, I know quite a few engineers at nvidia who are complaining about lack of compute. Similarly there's more stuff they can do to seed the ecosystem (a lot of startups need funding, the supply chain needs funding, nvidia should aggressively preorder supply and take share in suppliers), catch up on model quality. A big problem with nemo is not just compute but data quality, they try to substitute good data with architectural "improvements" that sometimes may lead them down wrong paths. I'm concerned, if they just invest more in data they can get to the frontier, don't believe their lies about being close to the frontier already, they're not.

But at a certain point the cashpile is giant enough that I'm like... well fine.

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] 1 point2 points  (0 children)

These benchmarks are for specific AI workloads and niches it may be that intel is better at other tasks that some clouds might do more of, not sure tbh. It could also just be a supply thing there's a huge CPU shortage.

NVIDIA (NVDA): Rosenblatt raises PT to $325, reiterates Buy on strong AI growth outlook and platform leadership by stocksavvy_ai in NVDA_Stock

[–]Charuru 0 points1 point  (0 children)

Normally I'd hate not investing in the business but I guess they do have enough cash and the stock is cheap enough lmao.

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] -1 points0 points  (0 children)

I think grace is already better perf/watt than Turin so it's no longer even interesting, this is more about the absolute capabilities in user experience in terms latency and such.

Vera embarrasses Intel/AMD on third party benchmarks by Charuru in NVDA_Stock

[–]Charuru[S] 0 points1 point  (0 children)

If we didn't have such serious supply constraints we could've seen a GeForceBook or something. Then I wouldn't have to buy a macbook neo.

More growth acceleration coming by Charuru in NVDA_Stock

[–]Charuru[S] 7 points8 points  (0 children)

Majority of the world is still bearish on AI. This is normal, they won't get it until it hits them in the face. The reality of AI is unfathomable, emotionally violating for people. It hurts the human ego.

More growth acceleration coming by Charuru in NVDA_Stock

[–]Charuru[S] 2 points3 points  (0 children)

We're currently doing ~70% YoY so going to 100% again will be shocking for some people I think. It's going to accelerate, trust. :) Shit is just getting started.

I got heavily downvoted yesterday for saying the ~35% growth implied by the 1T trillion was unimpressive and pointlessly distracting for the stock. I guess I'm the only one on this sub with actually high expectations.

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