AIB
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Anyone got an eye on AIB
$AIB if you folks can spread the word
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Dafuq this means? 🤔ma boy you got some extra ordinary social skills, gotta take a look at you. Anyway do you know AIB data centers? 😏😏did you put your life savings in that bottomless pithole we call market?
Too many to list right now with specific citations, and lots of it is based on overall sentiment+observed patterns over the years, so just going off my poor memory. A big part is non-stop frustration for decades about Nvidia's extreme control over partners, slowly creeping year over year, and if you don't follow, you get blacklisted. Companies like XFX getting kicked out because they dared to work with AMD, EVGA willingly leaving Nvidia despite being possibly the most well respected and loved AIB partner for Nvidia in history because of how grueling it is to work with them with little to no money. As they say, "Nvidia doesn't forgive, Nvidia doesn't forget." Once you're blacklisted, even if Nvidia goes through desperate times, they won't bat an eye towards you so you are made an example of daring to have more than just Nvidia as a key partner when you're a smaller player. This is one key point for the recent anti-trust investigations, of them abusing their industry dominance, threatening to cut off or severely limit partners from access to not just Nvidia's services but also others Nvidia has influence over, but such things have been going on for a very long time. Nvidia constantly requiring partners to lower price, cutting in their margins to be unbelievably low (we're talking 2 to 3 percent on GPUs costing hundreds to even thousands while Nvidia keeps shrinking margins for partners. Imagine making just a few bucks with each sale but Nvidia forces you into a corner so you have no choice) as well as directly compete with their partners by encroaching industries the partners established, then tightening the leash to choke them out. Insisting no deviation of how their GPU chips can be used, resulting in the lack of innovation despite many companies having many great ideas. Word from insiders is that the reason Framework's laptops all went AMD on their GPUs is because nobody dares to engineer such laptops with customization to this degree. Anything slightly creative with Nvidia's extremely strict product guidelines risk lawsuits or straight up excommunicated from them, plus nobody dares to risk another MXM headache. Speaking of product guidelines, things like GPU chips or even the chips' specifications only delivered to partners months before release dates for partners to solder into boards, and insist on specific launch dates regardless of what is provided to partners, or else. Promising multiple generations with a new standard, such as MXM, only to cancel it for all partners and have the poor partners have to deal with the consumer aftermath and lawsuits to follow. Once in a while you'll have defective or poorly designed products. It happens to everyone, nothing unusual. Every company tried to shift responsibilities and paying themselves as the best hero there is, once again, nothing unusual. Nvidia however has the worst reputation of admitting to mistakes and getting them to claim responsibility among their competitors, with the default advice being: buy from good brands who partnered with Nvidia, and let the brands' customer service handle your issue for you and eat the costs (RIP EVGA, you will forever be remembered as the best customer supports team that would die before letting your customers get the short end of the stick). Bought an Nvidia Founder's Edition card? Good luck getting RMA or warranty claims processed in a timely manner, if it even gets processed at all.
https://www.tomshardware.com/pc-components/gpus/rival-firm-says-nvidias-ai-customers-are-scared-to-be-seen-courting-other-ai-chipmakers-for-fear-of-retaliatory-shipment-delays-report https://www.notebookcheck.net/Nvidia-allegedly-threatening-supply-limits-or-even-bans-for-Chinese-AIB-partners-planning-to-launch-Intel-Battlemage-GPUs.732610.0.html https://www.tomshardware.com/tech-industry/artificial-intelligence/former-amd-gpu-head-accuses-nvidia-of-being-a-gpu-cartel-in-response-to-reports-of-retaliatory-shipment-delays
[PSI and AIB Acquisition Complete Business Combination](https://www.globenewswire.com/news-release/2024/07/18/2915588/0/en/PSI-and-AIB-Acquisition-Complete-Business-Combination.html) \- OTC Pink: AIBAF -> NASDAQ:PSIG AACRF/10 -> PSIG on July 19, 2024 Another SPAC that is going from OTC Pink to NASDAQ once business combination closes.
Don't know who this guy is, but whoever here follows tech news knows that NVIDIA is usually pretty scummy with their AIB partners for their consumer GPU. So this doesn't really shock me.
This does not give me the feels................ AGBA Director [https://archive.fast-edgar.com/20240617/AIB2V22CZ22AG2Z2222222ZEBVNRVZ22B262/](https://archive.fast-edgar.com/20240617/AIB2V22CZ22AG2Z2222222ZEBVNRVZ22B262/)
[AIB Acquisition Corporation Shares Delisted by NASDAQ, Move to OTC Market](https://www.sec.gov/Archives/edgar/data/1882963/000121390024042306/ea0205727-8k_aibacq.htm) \- AIB -> OTC Pink: AIBAF AIBBR -> OTC Pink: AACRF on May 13, 2024 AIB announced a DA [with PS International Group Ltd](https://www.globenewswire.com/news-release/2023/12/28/2801552/0/en/PSI-Group-a-Long-Established-Global-Logistics-Service-Provider-Plans-to-List-on-Nasdaq-Through-Merger-with-AIB-Acquisition-Corporation.html). on December 27, 2023. No registration statement filed yet.
OK so here is a legit insider tip when it comes to aircraft stocks. When a major accident occurs there will be an investigation carried out by the AIB aircraft investigation board. But prior to the investigation completion often only days after the crash or incident a SB 'Service Bulletin' will be released detailing urgent maintenance to be carried out on type. This SB will not appropriate blame but from reading it anyone with mechanical know how will know if the matter was pilot, mechanic or manufacturer error.
You are correct on how AMD and Nvidia source chips. However AMD is tsmc's biggest customer. Nvidia is a close second. Let me explain. Basically back during the 30 series GPUs Nvidia decided tsmc was too expensive so they went with Samsung. We all remember how much of a shit show that was and how hard it was to get a 30 series GPU so most people decided AMD was a good choice. Well that caused AMD to up their fab time with tsmc while Nvidia was more than likely charged more to go back to them for the 40 series chips. Which are now more expensive than AMDs. And don't even get me started on how Nvidia treats their AIB partners, (ie gigabyte, MSI, etc) since they made EVGA give up their GPU department. Anyways rant over but in retrospect Intel has a long ways to go if they are to stay competitive. Yes they're good on single threading but they're more power hungry and aren't that great in multithreading.
[PSI Group, a Long-Established Global Logistics Service Provider, Plans to List on Nasdaq Through Merger with AIB Acquisition Corporation](https://www.globenewswire.com/news-release/2023/12/28/2801552/0/en/PSI-Group-a-Long-Established-Global-Logistics-Service-Provider-Plans-to-List-on-Nasdaq-Through-Merger-with-AIB-Acquisition-Corporation.html) \- AIB AIBBR
​ *>* *....Nvidia is the one making good profits off the gpus and that's a whole thing on it's own with the AIB's. they sell millions of them each year at a price tag of 200-1,500 for their chip. ... Also.. they don't make mother boards and never have....* I never said they aren't making money off them. I said they don't care much about the gpu segment **lately** because the big profits are on the AI hardware, so they don't feel the need to compete on price with the competition as much as they used to in years past. Also, no, they aren't making mobos. Wrong term. I was referring to the assembly that YOU HAVE TO BUY in order to use their cards, at a minimum config of 4x or 8x of them. You can no longer just buy 1x A100 and plug it in your system - well, you can buy one off ebay but not through nvdia. Source: [https://www.servethehome.com/chatgpt-hardware-a-look-at-8x-nvidia-a100-systems-powering-the-tool-openai-microsoft-azure-supermicro-inspur-asus-dell-gigabyte/](https://www.servethehome.com/chatgpt-hardware-a-look-at-8x-nvidia-a100-systems-powering-the-tool-openai-microsoft-azure-supermicro-inspur-asus-dell-gigabyte/) *> I am going to go out on a limb and say YOU have never purchased a enterprise card before and don't understand why you actual pay that price tag. It's not for the fancy tech like you think. ... This can end up costing them way more than what the product was actually sold for in some cases because of labor costs. .... You need custom drivers or software, they will write it for you* No, I have never bought an enterprise card. I understand the cost of additional service etc. that you pay for when you go enterprise. Whatever the cost of that service, at a minimum order of about $50k to buy the lowest config of an A100 assembly the profit margins are THICC. That's why they are forecasting a 50% qoq revenue bump. Suggesting that they even lose money on the enterprise segment is, frankly, ignorant, when that's the main driver of their profits going forward. I'll also need a source for that custom drivers thingy because I seriously doubt they would actually code custom drivers for each of their clients usercase - unless you are talking about mega-customers like microsoft etc.
I have forgotten more than you know on this subject. But you are just dead wrong on multiple things. Nvidia is the one making good profits off the gpus and that's a whole thing on it's own with the AIB's. they sell millions of them each year at a price tag of 200-1,500 for their chip. Remember they just sell the chip and blue print mainly and have very little manufacturing , distribution, and other costs associated with a gpu. Only founders cards, and enterprise cards are made in house and the margins are much smaller on them because of said manufacturing and they don't make the other parts that go into them like the caps, memory controllers drivers and hell even boards. . Also.. they don't make mother boards and never have. But every enterprise card has been based off a GPU and they can do the same things. It's called the Architecture I am going to go out on a limb and say YOU have never purchased a enterprise card before and don't understand why you actual pay that price tag. It's not for the fancy tech like you think. In many cases it's actually an older chip that's been reused with more lanes and memory capacity. In example, I have a A100, I also have multiple 3090's They are all the same ampree Architecture one is a GA100 vs GA102. The A100 has no display and no fans. The 3090's were sold to me as is with only a AIB warranty the only support you will get from nvidia is mass use public drivers. but for say a founders edition nvida cards it's 1 years part warranty for original registered owner. That's it.. SO if your FE card dies out side of a year, not their problem. If your AIB card has a issue, not their problem. They are kinda notorious dicks about this. With my A100 what you are actually buying is the support for it more than anything else with the price tag. They give a life of the product 24 hour phone support and 5 days a week tech support with critical failure support meaning THEY send a Nvida tech to you in person. This can end up costing them way more than what the product was actually sold for in some cases because of labor costs. You need custom drivers or software, they will write it for you. That's what you are paying for and the margins are not that good. Here is an example of what their service contracts that are given with enterprise products. Like think about , you have 1 time they need to send a tech out, they have to fly the guy out, pay for hotel, pay for food, fly him back and in many cases replace the product. That adds up quick! especially when you factor in these cards don't come with fans and can be subject to extreme heat situations raising failure rates. [https://images.nvidia.com/content/technologies/deep-learning/pdf/DGX-Services-TCs-20210310.pdf](https://images.nvidia.com/content/technologies/deep-learning/pdf/DGX-Services-TCs-20210310.pdf)
Inherently dumb, x3d chips blow Intel out of the water. Am5 mobo costs are coming down, and the amd replacement fiasco was only a certain batch of reference model cards, not the entire reference + AIB partner stock.
That’s not all. Their new gpus are massive power hogs. One of their long time AIB partners (evga) dissolved their relationship. And semiconductors are currently in a down cycle for the “short” term, at least a couple years imo.
I can tell that this is an industry you have very little knowledge of. When GPUs from NVIDIA are trending upwards at rates that are 4x that of the rest of the computer tech industry, and they have an open competitor in the form of AMD (and Intel, with their development into Arc), consumers will look elsewhere. This includes enterprise solutions. NVIDIA can't just replace $15B worth of sales by jacking up prices 40% or more across the board, while simultaneously losing the biggest contributor in sales volume (miners). Heck, they had their most popular AIB partner (EVGA) back out, which signals to gamers to either buy from other NVIDIA AIBs (MSI, ASUS, Gigabyte etc) or switch to AMD/Intel products. I've said it already, but the market is currently flooded with perfectly good GPUs that miners were using, which drops the price floor of the 3000-series and drives profit away from NVIDIA. If everyone has a perfectly good 3000-series unit, they are not going to spring for the next-in-series when it has marginal improvements and costs more than even scalpers were selling the 3000-series for. Concerning gamers specifically, study after study after study has shown that most opt for mid-tier, affordable GPUs. Contrary to popular belief, most gamers do not spring for expensive hardware. With the entry level of computer gaming rising to 2 or 3x rent prices, consumers will not take the bait.
Which is exactly why EVGA leaving NVIDIA is such a big deal in the consumer computer hardware space. For those OOTL: NVIDIA forced all the AIB's to pay inflated prices for 3000 series GPUs during the shortage, then now that the shortage is cooling off and 4000 series is coming on November, NVIDIA is cutting their 3000 series prices so much so that EVGA can't compete or else EVGA will be selling their remaining 3000 series AIB cards at a loss or or be their own supplier, let alone the other AIB's. So all that's left for EVGA is to end their partnership with NVIDIA.
>Instead of selling to distributors and AIB manufacturers like EVGA at a lower cost so that those people could make a margin on the product they just started selling most of their inventory directly to large mining operations. Do you have proof of this? Please don't link to rumors only.
Nvidia makes more margin without EVGA, less AIB's means more chips for FE cards, which in return means way higher margins. Nvidia even bullies AIB's out (lol evga) to make more money, they don't need partner cards anymore essentially.
The 3000 Series thermals are very impressive due to the amount of work nvidia put into them, GN has a few videos including teardowns (AIB's had no chance of doing the same) and as for who buys them, everyone did for almost 2 years now, ppl even bought scalped cards 2x the price.
Nvidia makes way more with their FE cards, for Jensen AIB's are just unnecessary ballast. And the 4000 series is coming today too.
>In its 2022 estimate, Jon Peddie Research believes Nvidia will see about 65% gross margin for its entire business while AIB partners will just see 5%. [https://www.digitaltrends.com/computing/evga-done-making-gpus-nvidias-fault/](https://www.digitaltrends.com/computing/evga-done-making-gpus-nvidias-fault/) There's also a Gamer's Nexus video where they also quote EVGA claiming that the super slim margins on their GPU department doesn't really make the company any money.
I’m old enough to remember when 3dfx bought STB and cut out other AIB.
They basically said fuck you to their entire market of consumers by pivoting their sales to direct users that were simply mining ETH. Instead of selling to distributors and AIB manufacturers like EVGA at a lower cost so that those people could make a margin on the product they just started selling most of their inventory directly to large mining operations. Now that ETH is Proof of Stake and no longer Proof of Work, mining is obsolete and low-and-behold their are now thousands and tens of thousands of RTX 3000 cards on the used markets. So, if people were wondering why the supply issue was happening it's because nVidia preferred the higher margin sales to users that were not even using the product for it's historical purpose. I feel bad I bought a RTX 3070 FE.
Ofc he wanted out because he wasn’t making money. He clearly stated that in the interview. He said he’s tried working with Nvidia to help make it profitable for both companies and he’s discouraged that Nvidia doesn’t seem to value him or his company. If he was allowed to add value to the cards and make more profit, I guarantee that he wouldn’t be wanting to exit the market. That’s also why he’s not moving to AMD or Intel, it would be the same low profit business. The problem is, he’s in charge of a company that employees a couple hundred people and he’s acting like a jaded lover who is willing to burn their own house down, despite others living in it as well. My comment was to your comment that AIB don’t add value. They tried in the past, but their hands are tied. If they could add value, it would be profitable for them. That’s why he’s discouraged with Nvidia. He even said that he’s upset that Nvidia doesn’t value them. Han is the one taking all this too personal. Even though I have a few EVGA products, I don’t have a dog in this fight. I don’t own stock in Nvidia. I don’t have any personal feelings in it at all. The Nvidia cards I have now are the first products I’ve owned from either Nvidia or EVGA. I’m not a fanboy of either. I only bought them because I could in a time where pickings were slim.
Andrew Han, the CEO of EVGA, in an interview with Steve from GamersNexus, said the reason he doesn’t move on to AMD or Intel is “…because of the partnership. At least I don’t betray them (Nvidia)” Han is letting his feelings dictate his business decisions. Both AMD and Nvidia sell their own GPUs directly and dictate the pricing for AIB manufacturers. They don’t allow for any creativity or innovation on the part of their vendors to add value to the boards which could increase profit for the AIB makers. It’s one of the reasons EVGA is tired of dealing with Nvidia and he probably knows it wouldn’t be any different with AMD or Intel.
In the short term the other AIBs will pick up the slack, I don't expect any issues with 4000 launch as a result. However long-term it's a big problem. EVGA has been the top AIB partner for Nvidia for about 2 decades. They have designed the very best card of each generation usually and have such strong customer loyalty that I think if they started building AMD cards then a not insignificant amount of their customers would go with them.
Fair enough, I'm not saying I was necessarily right, just that this was my consumer perspective at the time. Which is your preferred AIB provider?
The most respected AIB partner for NVDA is immaterial? This is a major reputation hit for NVDA.
Nvidia... evga was a huge source of income for them They just lost their #1 north America AIB partner and more may follow
Nvidia having a reason to sell even more of it's FE cards would probably be good for them. I wouldn't be surprised if their long-term plan is to get rid of their AIB partners entirely.
>IRELAND (AUG) AIB IRELAND PMI SERVICES ACTUAL: 54.7 VS 56.3 PREVIOUS \>IRELAND (AUG) AIB IRELAND PMI COMPOSITE ACTUAL: 51.0 VS 52.9 PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-09-04 ^20:01:46 ^EDT-0400
Other than the Destiny issue and trying to find a waterblock for an AIB card, what issues?
>IRELAND (AUG) AIB IRELAND PMI MFG ACTUAL: 51.1 VS 51.8 PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-31 ^20:02:47 ^EDT-0400
Hey AIB88, please submit your post as a text post and add some additional context. Make sure to include the link! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
>IRELAND (JUL) AIB IRELAND PMI MFG ACTUAL: 51.8 VS 53.1 PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-01 ^20:02:38 ^EDT-0400
I heard Nvidia AIB's have too many RTX 3000 cards they can't sell, and Nvidia over ordered RTX 4000 chips and want to drop the order from TSMC but can't. Plus China has a shit ton of used mining cards ready to release to the used market, and Intel is about to enter the GPU market as well. How is Nvidia's stock a good investment?
I never said demand didn't impact chip companies. What I did say is that demand was so far above supply that a large drop in demand wouldn't affect much. The fact is that I STILL can't order an RTX 3080 FE on Bestbuy at MSRP and AIB boards are still selling above FE board MSRPs. RTX 3070 GPUs are STILL selling above RTX 3080 FE prices after 2 YEARS. Apple can't even make that happen with the iphone... they drop prices a year after launch. There are a lot of rumors going around about the next business cycle. Just wait until the product refreshes start happening this fall. Next gen is still going to be in high demand. You'll see.
Those two are late-launch outliers. 3080ti is viewed as the worst bang-for-buck gpu at msrp. AIB products are above nvidia's MSRP (FE prices). 3080 regulars are still not in stock at $700.
Numerous leaks from AIB partners indicate that they’re pushing the next gen cards out early, aiming for end of summer. I wonder if they’re trying to combat the flood of current gen miner cards about to majorly depreciate the market.
You know what? Fair enough, I should have backed it up with some numbers. We'll assume American since you mentioned the US... Quick lookup on a couple of the largest American banks show charges for having accounts with them. Bank of America charges ~12 dollars a month for maintenance fees and US Bank ~15 dollars. Chase verys it seems (12-25) and can be less but appears to even charge for student accounts, usually halved. Wells Fargo shows 10 dollars but it didn't seem very clear. The common banks I see with no monthly fees are Citibank, KeyBank, Capital One. and TD Bank (but may or may not require a minimum deposit per month/quarter to be eligible?). Interestingly for some comparison, Charles Schwab, though a broker first and bank second, has no charges. So I guess there are more options if we're talking about just having an account with someone that lets you not pay for having your money. For a couple of the usual Irish Banks, AIB and BOI, it's 18 and 72 euro a year respectively, but I believe AIB drops account fees if you have enough in your account for a full quarter. This was just a quick search on my phone, some probably missing other things like ATM fees or stuff like that.