- Oct 14, 2022
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Huang once again knocks it out of the park. Guess the AI saga continues...
News Nvidia Earnings Q3 FY '26
- Thread starter Josh128
- Start date
Markfw
Moderator Emeritus, Elite Member
- May 16, 2002
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I just had a call (I called them) and did not know it was AI. It was so stupid, and misinterpreted everything I said. Finally got to a human.
AI sucks and is less than worthless IMO
AI sucks and is less than worthless IMO
- Oct 14, 2022
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I have to say I agree. I recently tried to use GPT-5 to make some tedius changes to an excel file that I figured could save me some time... it screwed the file up royally. After trying to edit my prompts 5 or 6 times and it failing each time I just bit the bullet and did it manually, lol. Truly the only thing that has impressed me thus far about AI are the video edits it does. I have to admit Ive seen some things that impress me. Literally everything else, not so much.
Like, are we missing something?? What are we not seeing? The entire US stock market is hinging on it right now.
**EDIT-- although you led with "I did not know it was AI". Thats...pretty much a plus +1 for AI.
Markfw
Moderator Emeritus, Elite Member
- May 16, 2002
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The conversation went something like this
"Hi, I am Tanya with xxx electric. What serverice are you looking for "yyy company thats not me".
me:I said thats not me. it ignored that then:
Yes, of the address x,y,z (expand to real addresses) which one needs service ?
me: I repeated thats not me, and not my addresses it ignored then
so what is the new address
me: (I gave them me address)
Well thats in zip code xyz that we do not service.
me: thats not the right zip code, its xxx
Anyway this kept going, until it admitted it was AI, and said Please press 1 to get a person.
Sounds like a poor implementation than AI not being smart enough.
It'll last (heh heh) as long Wall Street continues to orgasm about the mere thought about AI.
Once companies realize they have to... you know.. actually make money with the spending... things will calm down.
Once companies realize they have to... you know.. actually make money with the spending... things will calm down.
Saylick
Diamond Member
- Sep 10, 2012
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Ehhh, these tech companies make so much money and free cash flow (from us, mind you), they can keep pouring the profit into buying AI chips as part of their capital expenditure. A complete pop in demand isn’t likely, but the CEO of Microsoft made a good point the other day about how power expansion is a big bottleneck, and no one wants to buy GPUs they can’t even utilize due to insufficient power grid only to have those GPUs be out of date by the time the power grid catches up. This has a chilling effect on the frequency of GPU purchases, and without Nvidia constantly showing growth quarter after quarter, their valuation will take a hit.
Or it will increase even more because Datacenters will decommission all their old GPUs and replace them with newer more efficient ones. For example, remove H100s and install Vera Rubin GPUs.
I’m sure they will also go global and start install data centers everywhere around the world that has electricity.
If China is ever allowed to buy the best Nvidia chips again, demand will go through the roof. China does not have a power bottleneck.
Remember that Nvidia’s demand is artificially deflated because they’re not free to sell to any country that wants them.
A long power constraint timeline will also mean that cutting edge nodes like N2 and A16 will be all bought up to produce the most efficient GPUs possible. Say goodbye to inexpensive chips like iPhone chips being the first to get the most advanced nodes. I highly doubt Apple and AMD chips can outbid Nvidia datacenter demand. They may be stuck on N2 for even longer than 3 generations.
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I’m orgasming on AI. It is extremely useful and getting more useful fast.
Just the other day, I made a fantastic small business website for a relative in 10 minutes using Vercel’s v0 agent.
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May I present to you AMDs last earnings call thread, placed right here. Nvidia makes CPUs too, and sells them with ever GB200 they sell.
Discussion - AMD Earnings Q3 2025
Results are out.. time for discussion... https://d1io3yog0oux5.cloudfront.net/_e371e5392cfc7a63fc29ddce2db3bbdb/amd/db/841/9182/presentation/AMD+Q3%2725+Earnings+Slides+Final.pdf
forums.anandtech.com
adroc_thurston
Diamond Member
- Jul 2, 2023
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May I present to AMDs last earnings call thread, placed right here.
Discussion - AMD Earnings Q3 2025
Results are out.. time for discussion... https://d1io3yog0oux5.cloudfront.net/_e371e5392cfc7a63fc29ddce2db3bbdb/amd/db/841/9182/presentation/AMD+Q3%2725+Earnings+Slides+Final.pdf
AMD is mostly a CPU company though. Despite their best efforts to claim they are an AI one
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adroc_thurston
Diamond Member
- Jul 2, 2023
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NVIDIA is now the world’s largest Networking business.
Last 3 Quarters they have had their Top 3 ever gaming segment Quarterly revenues.
Nvidia: Blackwell Ultra Takes Lead In Driving 62 Percent Growth To Record Revenue
Nvidia said Wednesday that third-quarter revenue grew to a record $57 billion, marking a 62 percent year-over-year increase that was largely driven by sales of the company’s Blackwell and Blackwell Ultra GPU platforms.
www.crn.com
DrMrLordX
Lifer
- Apr 27, 2000
- 23,160
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That's a stretch. And most of the market is untouched by NV CPUs/SoCs so. Meh.
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