Nvidia - The World's Next Largest Company

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Nvidia is set to become the world’s largest company crossing a market cap of $10 trillion. For years, critics have been saying that it’s just a matter of time until Nvidia’s momentum runs out. As soon as the gaming hype dies down, Nvidia will perish. As soon as the crypto mining craze dies down, Nvidia will perish. As soon as the supply chain crisis dies down, Nvidia will perish. But, the reality is that Nvidia is at near all-time highs despite tech as a whole getting crushed. In fact, they’ve been able to maintain quite a rich valuation and they’re one of the only mega tech companies to not lay off any employees during this recession. This might seem confusing as it may have seemed like Nvidia was just riding the hype of various booms over the past several years. But, the reality is that none of these booms happened by random chance. The truth is that Nvidia saw a future where GPUs would dominate 30 years ago, and the rest of the world is just now starting to catch up. So, as GPUs become a necessity for more and more industries like machine learning and AI, Nvidia will simply continue to grow. This video explains the massive potential of Nvidia and why Nvidia may very well become the world’s largest company.

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Timestamps:
0:00 - The State Of Nvidia
2:18 - Bitcoin Bananza
5:33 - The Prices Stick
9:06 - AI Boom
11:31 - The Future Of Nvidia

Resources:

Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.

[realyrit]

I feel like people forget that Nvidia isn't just a gaming company, but rather they're the jack of all trades, having a foothold in many different sectors of technology. Gamers are only a loud minority of Nvidia consumers.

[sunderkeenin]

One possible consideration is that models are beginning to run up against the limitations of CUDA. This is starting to offer a place for AMD's MI200/Instinct platform to get a foothold to actually compete with NVIDIA in supercomputing if not also hyperscalers later on. I don't think NVIDIA will let this happen lightly, but it is a significant consideration as to the future ubiquity of NVIDIA's GPUs.

[RwikKumarDutta]

The reason NVIDIA is almost indispensable for ML today is because of how well their software stack works with their hardware stack which no other company has been able to replicate successfully at scale till date

[TheSuperSpecialOne]

Nvidia couldn't have done it without their precious gamers paying 50x the price of their 50 dollar graphics card! 👏

[ironeleven]

I'm still pissed the AI boom looks like NVIDIA's going to get off scot free for their insane pricing that began since the last big mining boom and never stopped.

[unknownexponential]

The video basically boils down to "you keep paying the price increases, so we keep increasing". Nvidia is in lots of fields they can afford to hold out for little dips, then gain it all back, and some when people give in.

[syrukai]

I wonder if AMD is ever gonna expand this much. I hope they do, for a company that much smaller it's impressive how they're still managing to maintain position

[sora]

Thanks for this great video. I really enjoyed finding out the inner thoughts of NVIDIA as you have shown. Please do more of these if you can.

[filip]

As a recent owner of a Gaming PC with an Nvidia 30 Series GPU, it is heart-breaking to see consumer Graphics Cards reach crazy prices with minimal gen on gen benefits. Seriously, the 40 Series currently is obscenely priced considering the computer logic performance is overshadowed by the bad VRAM specifications (which is slowly becoming integral in gaming performance). I hope with the 50 Series, we'll see an appropriate drop in pricing or a stagnation of pricing with increased performance.

[hollow]

Can't wait to see this video aged like a fine milk.

[kh_trendy]

AMD just announced they are producing GPUs capable of running CUDA, so the competition is heating up!

[christopherdaniel]

I'm new to all this, feels overwhelming but I won't give up on
learning this. Thanks for you clear explanation from the very beginning!🇬🇧

[sonusmeister]

With the release of 4070, Nvidia basically trying to escape gaming market completely to the AI market where they have clear monopoly...

[adamsullivan]

Absolutely Brilliant!
I would love to see a case study on Tesla. Especially if you think it’s going to be the largest company by market capitalization.

[AuralAlliance]

Main gripe with the video, especially since you usually do very well with the research, is the fact you were talking about Bitcoin when discussing the GPU mining aspect, even though Bitcoin is not mined with GPUs. It's a waste of money and energy to do so, it's quasi impossible. It was all about Ethereum and similar crypto based on it.
It didn't destroy the point of the video, but it was a little disappointing and makes it seem like you didn't do the proper research to mess up a detail you talk about that much like that.

[Yinyanyeow]

Also, I would not go with Nvidia with such price spikes.

[hariharpuri]

You know it’s going to be *high resolution* of video 😅
Nvidia is one of those tech companies that cannot sink due to their shear consistency and tech development and the rate is growing but still think that they might get due to cloud gaming but it just my take.
Amazing video ❤

[sanctuary_inheritor]

Don't discount AMD yet. They already have a sizeable presence in the server space with their EPYC processors. I admit they have been caught short handed when it comes to the AI revolution, but the counter-attack already started, just look at the improved AI engine in the RDNA 3 series. Also, another company we can't discard is apple, their AI engine is no joke, it just lacks a killer application.

[shadow]

The problem with Nvidia currently is they're gouging consumer based products such as their gaming GPU in favor of selling GPUs for AI development. They will eventually come to terms with abandoning consumer sales in favor of other corporate entities buying their products is eventually. There will be a limit on what those other corporations are willing to buy from them eventually they will plateau in the number of AI chips they will be to sell.

[FattrTV]

They have about a decade to cache in. The Cuda translation Layers is already pretty good, about a 7% efficiency loss. RISC V is increasingly very fast, and AMD's accelerators are already cutting trainings of datasets from months to weeks. The FAAANG companies are already moving to inhouse dedicated silicon. Just like they did in the server datacenters, the hyper scalers I mean the ones who matter the most. Their evaluation is the real problems.