Jensen Huang
" I'm going to work backwards. I really appreciate the question, Tim. So remember, the world is moving from general purpose computing to accelerated computing. And the world builds about $1 trillion dollars’ worth of data centers — $1 trillion dollars’ worth of data centers in a few years will be all accelerated computing. In the past, no GPUs are in data centers, just CPUs. In the future, every single data center will have GPUs. "
( Perhaps the most significant comment in the entire cc )
Not sure when the Ai rally resumes but i know the growth in ai has several years of expansion out in front of it.
This transition is similar to the move from fixed landline phones to cell phones ,from Cassette players to Cd's . from video rental to streaming …
it's a transformative generational story that happens rarely and Nvidia is making it happen
Jensen Huang Q2 2025 conference call comment : This is what tells me Ai is still in the very first inning of a nine inning game
byu/Salt_Yak_3866 inwallstreetbets
Posted by Salt_Yak_3866
31 Comments
Not all accelerated computing is AI. Watch his computex talk, you’ll get more insight into that comment.
GPUs are faster and more specialised than CPUs. I can understand his point. Nvidia has the software and builds the biggest and most power consuming GPU racks.
Buy all the SOXL. Got it.
What if I told you his Q2 2026 conference call comment was even hotter?
NVDA Bagholder post #295
He’s right. Only the first inning. Well, maybe second or third now. But only the biggest companies in the world have actually leveraged the accelerated computing stack and have begun building out solutions.
The real work will be done when everyday devs start building complex solutions using LLMs for things like: casino floor gambling, urban traffic planning to utilize EV tech that hasn’t even been released yet yet, optimizing routes for everything from truckers, shipping decisions, how police are deployed to emergencies, to how we collect trash from our oceans based on ocean flows. Oil companies will use it to manage oil rigs and develop more efficient drilling solutions. For ocean tech companies to navigate ever changing waters and seashores.
Devs will unlock the potential. Like they always have.
It’s a great time to be in computing!
Which dumb fuck illiterate generative AI made this post, stop sniffing glue
I’m buying puts and it’s all because of your first inning baseball analogy. Goddamn man…
what your Jensen needs to do is proof how important AI is, because all we know about is those regarded videos on reddit created by AI and shitty AI art.
Like my dude, surprise us with a super complex modulation or a very specific neuroscience simulation otherwise investors will think its just useless
What am I even reading right now?
This is like bagholder fan fiction or something.
This just in: Tech CEO says tech is good
The “generational opportunity” was buying NVDA in 2021/2022. It’s still an amazing company, but a ton of upside is priced in. You are better off looking for lesser-known companies that will profit from the production of these data centers. This could be anything from specialized semiconductor equipment to power generation.
>Q2 2025
Watching regards who bought at the top making desperation cope posts full of either spelling error, grammar error, or straight up the wrong info WHILE ACTING like they know what’s going on really makes me feel sweaty about my NVDA holdings.
You and that 19 yo OF model need to learn to just shut the fuck up, no one who actually believe in their investment would make this kind of dumb shit posts because they don’t need to consistently self-reassure themselves. Just say your port is red and you are panicking instead of this glass ego “I KNOW BETTER” bs
Is Nvidia at the forefront of the AI revolution? Yes.
Has the stock been overvalued in the past 3 months? Also yes.
There is already research going on to figure out how to run AI models using ordinary desktops and laptops. While this is quite in the early stage, I stronly feel this would happen at some point. So, relying on GPU sales may not really make it a nine inning game. Probably will saturate much before that. At least that is how I see it.
GenAI is just consumer hype. Other ML applications have been in development for decades
The AI trade is dead and the quicker you realize that the sooner you’ll stop losing money
Jensen thinking a technological leap means that everyone will move to it now is a sign of how little NVIDIA has penetrated the bulk of the enterprise.
It represents how big the opportunity is, sure. But it also represents how much slower their growth is about to be.
I own NVIDIA but it’s like saying that people will buy hamburgers if you own McDonalds
NVIDIA is the next 3dfx 
Are you from the future?
Bottle neck is power availability, so you build 1 trillion worth of data centers, where is power coming from to feed all data centers? Jensen is locked up in his own bubble, and does not see whole picture (i mean he is not power engineer i guess). Data center is useles if there is no electricity available….who is building all the power plants for 1 trillion worth of data centers?
lol. How bad you down?
AI trade is dead the rotation is ON
People are short sighted. They think AI’s greatest purpose is to schedule their day for them. AI will help cure Cancer, long after we are all dead.
I made 45k on nvda. Would have made 70 if I sold at 130. Ended up exciting at 110. Might go back in, but unsure. What do people think the bottom will be? How late in September will the crash go into?
Lmao. If you know anything about anything you know that GPUs although are useful for giant AI models, they suck ass for other tasks. And 100% of the tasks will not be related to AI inference. And a majority of the normalized AI inference will be able to be done by much cheaper, high-Core count CPUs that when they’re not training or inference, can do other shit.
GPUs can’t even do basic math in some instances.
I think NVDA is still a great investment – Canont time the bottom.
Remember, they are buying 50Billion back in shares, PR released with previous earnings, they could be buying right now as the price dips. 50B = almost 500 Million shares at current price…
Lots of countries are investing in the required IT infrastructure.
Just because in 2024 the average person has a PC, a gaming console, a smartphone, and a tablet doesn’t mean IBM or Intel is involved in any of that
Priced in for 10 innings
Reading the comments to this post tell me this sub is filled with morons
Ponzi scheme