Motley Fool Money Nvidia Sells Chips Like Pancakes
Mar 19, 2024
Asit Sharma, an investment analyst at The Motley Fool, dives into Nvidia's recent unveiling of their Blackwell GPU, detailing its impressive advancements. He discusses the competitive landscape with rivals like AMD and Intel and touches on Nvidia’s ventures into humanoid robots, self-driving technology, and weather forecasting. Additionally, Alison Southwick and Robert Brokamp provide insights on complex topics like lending out shares and navigating Social Security benefits, making this conversation both enlightening and timely for investors.
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Blackwell GPU
- NVIDIA unveiled its new Blackwell GPU at a large GTC conference.
- The chip is physically larger and more powerful than its predecessors, focusing on industrial applications.
NVIDIA vs. Competitors
- NVIDIA's new Blackwell GPU uses a 4-nanometer process, pushing the limits of Moore's Law.
- While NVIDIA leads, AMD is a closer competitor than Intel, leveraging similar chip-linking technology.
Market Reaction
- The market reacted lukewarmly to NVIDIA's announcements, likely due to the lack of a groundbreaking technological leap.
- The Blackwell GPU's advancements are primarily in size and power, not revolutionary design.