HP

Think-Fly765

Or take a fat bag of cash for himself when the likes of Microsoft, HP, etc swoop in to buy. 

Top_Performer4324

If you want to think about it, it like HP loses money on the printer to get you to buy it, then they make money on the ink cartridges. He wants to sell the car cheap to make money on the parts and labour later. Most these cars are new. They don’t need repairs yet, but down the road the labor has high margins and you sold the cars for volume.

Crazerz

lol again with this shit stock. It is a SCAM. How obvious can it be. They are going to purchase modules from a supplier. How is that an agreement? FFS you guys are gullible. I bought a new laptop today, so I went into an agreement with HP and Microsoft. According to HYSR investors.

samayoa95

**Should we follow Warren Buffett in saving cash for the next stock market correction?** Warren Buffett seems to be converting many of his assets to cash\*. They are saying he is saving it for the next stock market correction. Shouldn't we be doing the same? \* Buffet sold his positions in Bank of America, HP, Paramount Global, reduced its position in Apple and Chevron.

hpark21

I think possibility is there with setting up PSX boot loader hijack by major retailers (Dell/HP/etc) of the laptops (way to distribute firmwares) BUT it probably excludes machines with bitlocker turned on.

Western_Objective209

HP stock price is only about 10% higher today then the dotcom peak. The biggest hardware company during the dotcom boom, CSCO, its stocks price is down 39% from the dotcom peak. It's the closest to NVDA in this analogy as its networking equipment was in huge demand as companies were building up their web presence, and the equipment is still the most popular in data centers today.

BillysCoinShop

Pro tip: never buy HP anything. There’s a printer company called Brother. It works with any ink and prints thousands of pages on a single cartridge.

Thetruthofitisbad1

Pro tip : never upgrade to HP Plus on your printer even though they give you 6 months of free ink. Once you upgrade your printers firmware upgrades and it locks you into using only HP official printer ink. The printer firmware can never be downgraded back to its original firmware so you are locked into using offical HP ink forever.

Samjabr

tl;dr - Hardware does not equal design/software I'm sure I'm nowhere near as smart as this nerd. But even someone with a double-digit IQ knows there is a world of difference between an IBM (Hardware in the heyday) and NVDA (Design/Software) All nascent manufacturing industries start out with fat profits and a few players. This is immediately followed by numerous competitors that rush into the industry to get a piece of the pie, slowly forcing down profit margins in exchange for volume. And eventually, these industries become dominated by oligopolies. It is the nature of tangible products to become commoditized with time (aka - productivity) Cars, TVs, Chips, PCs, etc. It's almost always the same. Go ahead and look up how many US auto manufacturers have existed in the US (Spoiler = around 3,000). 30 years ago, about 20. Today, a handful. And they focus on selling as many cars as possible and sometimes dont even make a profit on the ones they do. But in this case, we are talking about computer hardware, so I'll stay on that. I do have a tendency to ramble: People had PCs in the 70s and 80s, but they were often for those in the highest income brackets, because the things were freaking expensive. It wasn't until the very early 90s for true mass adoption of the PC to begin (primarily driven by creation of the information superhighway). That's also when the number of PC makers exploded. Why did so many companies rush in to make PCs? Because a new Apple, IBM, HP, Compaq, NEC, computer with all the fixins was around $2,000 to $3,000. Thats 30 years ago pricing - That's like paying $7,000 for a new PC today. There was lots of money to be made, hence the PC gold-rush. Eventually you had upstarts that came in as the cheaper plays, Gateway, Dell, etc. Their claim to fame was getting a whole PC set-up for $1,500-$2,000. This led to the true cost-conscious builders - See: eMachines with their $499 computers. Today you can get a desktop equivalent powered laptop for $300. Something that would have been considered a ludicrous joke 20 years ago. This race to the bottom leads to inevitable outcomes: Most manufacturers go out of business - Ex: Compaq (Once the world leader and introduced the first laptop). Some manufacturers dominate through their processes - Ex: Dell and its direct-to-consumer business. But even they remain beholden to volume and profit margins. And so, when the world has a mild PC slowdown, they struggle. And then some players pivot - which brings us to IBM. They sold off their laptop business to China and attempted to pivot to consulting/software. (Sidenote: Their mistake was selling their laptop business. They should have used it to sell ancillary services with higher profit margins - See: Dell). It wasn't a bad idea. They have incredible IP (Up until a year ago, they had the most patents in the world). They tried to do the AI thing before AI was truly feasible from a computational standpoint. Remember Big Blue playing chess vs Kasparov? Deep Blue, etc. In some ways, they were ahead of the game. Ultimately, they didn't pull it off and instead focused on consulting. To compare a company that produced hardware to become an industry titan (IBM started by making typewriters - hence the International Business Machine moniker) to one that produces nothing, save intellectual property, is quite silly. NVDA should be compared to MSFT or AAPL. They both rely on the production of hardware, but they themselves make none of it; the hardware is just a delivery system. MSFT doesn't give a crap who makes PCs. The only thing that matters is Windows, Office, and Azure are loaded onto it. AAPL doesn't care about which manufacturer/country produces their new iphone - whether it's in Vietnam, China, or India. Those phones are simply tools that allow you to access the apps on their appstore/ecosystem. And that is what NVDA does with GPUs. They don't manufacture anything, but their graphics cards go into every system on the planet. And those cards are simply a computational tool that allow you access to CUDA. CUDA is everything. If and when a truly viable competitor to CUDA arises, then NVDA will be in trouble. And that is when you can value it on being just another IBM.

JerryLeeDog

I love my EV. Its 600 HP for $1 a day and it drives me anywhere I want to go. No hang up at all. Most people will own EVs in the coming years Ford, GM etc. are miles behind though. Jim Farley even admits it.

sakezaf123

Now, sure. But they used to be the hottest shit ever. And after that fucking HP was thought to be the rockstars of the tech sector for a decade. Hell, Cisco was the big dog of the tech sector not too long ago. Nvidia won't stay on top forever.

Suitable-Gas-7979

Not buying them, my company is clearing some unused stock and got it for free. It came from the recent “AI powered” stock, just as shit as my 15 year old HP laptop

Veqq

New rigs are *significantly* better . Basically, there was a boom in rig count, as better technology appeared, with many newly built rigs (and it takes 3 years for a rig to stop being listed as active). The count went down as older rigs became inactive. Another round happened right before Covid. Public data's haphazard but: https://drillingcontractor.org/wp-content/uploads/2023/10/FIGURE-01-2023-Rig-Census-copy.jpg Note how active rigs went up while available rigs collapsed, from 2017-19. That was the newest round I told you about (letting them leave past 1600 hp to 3000hp nowadays). Active and available rigs aren't the same. The utilization rate's changed massively over time. The entities who own the rigs have also changed (consolidated larger companies use their own more, instead of paying 3rd parties whose could be idle more while sales finds new operations.) Before fracking, we ranged between 4400 and 600. Our chart sadly ends at 2023. Later utilization was over 85% for parts of 2022, 75% at the end of 2023 and it's currently 77%. During the low of 2020, it was almost at 20%. You can compare this to [offshore and international](https://www.spglobal.com/commodityinsights/en/ci/products/offshore-oil-rig-data.html). [Permits](https://www.spglobal.com/commodityinsights/en/ci/products/onshore-weekly-rig-count.html) also play a role, and they're up a lot! Then you can track [rig construction](https://www.offshore-mag.com/vessels/article/14286856/sp-global-rig-construction-market-remains-quiet-but-with-room-for-long-term-possibilities). ------ More powerful rigs drill faster (, so more of their time is spent moving to the next site. Yet frack wells have very short lifespans and need more drilling. So some operations get cartoonishly high utilization rates by drilling to different depths and directions in the same general area (barely moving). Industry's also consolidated to a few high density plays. The rig industry considers it oversupplied *today*. Globally, there are perhaps 9000 rigs at 50% utilization. Currently 2000+ HP rigs are under [1400](https://www.westwoodenergy.com/news/westwood-insight/westwood-insight-global-land-rig-demand-to-grow-14-in-2023-2027-driven-by-china-and-countries-in-the-gcc) compared to the [3000 HP rigs](https://www.salvex.com/listings/listing_detail.cfm/aucid/183040868/) common in the US.

ggRezy

they really got a hit marker on trump lmao. it was like MAX -10HP

Top-Technology1

$100bn growing at 17% YoY…..AWS is a phenomenal business, fastest growing IT company in history, blown past old guard Cisco, HP & Dell, with 85% of IT still on premises and AI starting to make waves there is a ton for them to go after!

Solar_Nebula

Calls on HP?

Overlord335786

Vendor: How can i get you to agree to the contract? Me: I want discounted toner Vendor: we don't just offer that sadly, HP requires us to add other services. Is there anything i can do to accomodate this? Me: I want discounted toner

Southern_Scene4495

So because your mom is 70 and can't travel, everyone should take SS early? How does this make any sense? My Father in law is 81 and still shoots 80 in gold, flys his own plane and drives 2 500 HP cars. My mom lived til 99. My sister is 79 and travels the world almost nonstop. And, the idea you can make a lot more every year than the guaranteed 8% from SS? I sure hope you don't follow your own advice.

gnocchicotti

Mostly they don't support the mainstream products that make up most of the market volume (Dell, HP, Lenovo, etc). When enthusiast/hobbyist market grows, Corsair benefits. It's a niche company that will remain a niche company. The sell power supplies but they don't design or manufacture power supplies, they design and sell RAM modules but they don't manufacture the memory ICs that mainly determine the quality of the modules. Peripherals like headsets, keyboards, mice, as well as PC cases are probably their best opportunity for differentiated products and good margin, but it's a crowded market that seems to be getting even more crowded rather than less.

civillyRange

New AI PCs May Take Years To Make Sales Impact; Microsoft, Dell, HP Among Makers Highlighting AI PCs; Only 3% Of PCs Shipped In 2024 Will Be AI-Optimized - Bloomberg

civillyRange

BNN Ber News Network Special Report || || |New AI PCs May Take Years To Make Sales Impact; Microsoft, Dell, HP Among Makers Highlighting AI PCs; Only 3% Of PCs Shipped In 2024 Will Be AI-Optimized - Bloomberg| According to the data, just 17% of S&P 500 members — approximately 85 companies — outperformed the overall index in the past 30 days. The 10-year average for overperformance is 49%, far above today’s figure. This is the lowest number for 30-day outperformance in at least a decade. The cumulative advance-decline line (A/D line) for the S&P 500 SPX - a stock-market breadth indicator measuring the difference between the number of advancing and declining stocks - reached its highest level in early May, Krinsky wrote. Nvidia is priced for rapid growth, with the stock trading at 22.5 times the consensus sales-per-share estimate for the next 12 months, among analysts polled by FactSet. That is the highest price/sales ratio for any company in the S&P 500 SPX, and compares with a weighted ratio of 2.8 for the full index.

RepresentativeBat798

Those old HP GCs will survive the nuclear Holocaust. Software is a bit tricky now though...

99posse

HP started with instruments. The very first product was an audio oscillator for Walt Disney https://www.hewlettpackardhistory.com/item/hewlett-packards-first-product/

jawnlerdoe

I still have some old Agilent instruments with HP logos in my lab.

Kryptus

Did the HP stock take a hit in value corresponding to the Agilent stock value?

99posse

I think I found the answer... Hewlett-Packard (HP) spun off Agilent Technologies (Agilent) into a separate company on June 2, 2000. HP shareholders of record as of May 2, 2000 received 0.3814 shares of Agilent for each share of HP stock they owned, plus cash for any fractional shares. This distribution gave HP shareholders about 84% of Agilent's outstanding common shares.

Adventurous_Trainer

How confident are u with HP. It doesn’t seem to be looking good, even after the discover event. And the NVDA pump it’s been dumping.

SnooCupcakes4075

She can keep that Broadcom, I'm not touching that junk. I've worked in IT long enough to know that's where good products go to die (well there, HP, IBM or HCL)

surrealskiller

No, I meant companies that are started recently. It's cheaper to use linux, especially if you doing mostly web development and don't have many people. If you start looking outside - e.g. your big grocery store (not whole foods, thoguh) or your local bank, their Oracle databases in headquarters are running on IBM mainframes or big HP boxes and their CRM systems are not on Linux, and their SAP systems are not on linux and their email is probably Microsoft Exchange. Claiming that everything everywhere runs linux is just being very narrow minded.

surrealskiller

Oh, sorry, my mistake, got into argument with people on reddit. I didn't say that Linux is not widely used. I said that small subset of "every satellite, car infotaiment system and smart gadget" is running Linux. Smart gadget based on arduino are not running linux. Satellites running linux ? There are bunch of devices on satellites and some require real-time OS. Some probably use linux. Cars - you agreed already that they run real-time OS like QNX. Cloud companies (although not on the cited list) do have servers running linux but their storage systems like NetApp may run FreeBSD based OS. I hope you know the difference between FreeBSD and Linux. Even if I'm typing it on my Chromebook converted to Alpine Linux, I still suggest that you expand your IT horizon to include small niche systems like HP-UX and z/OS and maybe RiscOS as your phone provider very likely runs it.

Same_Lack_1775

100% agree. I am convinced the people who use their TV’s smart features are the same people who buy HP printers.

smchenry75

!banbet OP craving ham and cheese HP 6 hours

buried_lede

The image I opened kept collapsing on me but it said over $8k in annual fees? Is that correct? Personally, I don’t know why anyone would still be in ATT, McDonalds or Starbucks and maybe even HP

highhkage

I am a big HP bagholder, that shit just lies around while others stonk up

AP9384629344432

Very nice! It's always a surprise when a legacy company thought to be in decline suddenly has a turnaround. Like Dell or HP. Fun fact, as of like 3 weeks ago, Dell has outperformed Apple, Google, META, MSFT in 5 year total returns. And since ~2015, HP has outperformed Salesforce despite the latter having much stronger performance. [More data here](https://www.reddit.com/r/stocks/comments/1d5j8ai/rstocks_weekend_discussion_saturday_jun_01_2024/l6o88mu/), and [here](https://www.reddit.com/r/stocks/comments/1d8lr8c/rstocks_daily_discussion_wednesday_jun_05_2024/l7ajx43/). Might have changed depending on recent price action though.

Lopsided_Constant901

Yuh.... it was legit like "guaranteed" if the media didn't hype it up as the next big Ai craze. I thought it was gonna do like Dell/ HP and start climbing steady. I'm not finna play earnings no mo unless its something i can do puts on

Softspokenclark

HP entered the chat

hereforadviceseeking

HP’s CEO’s wet dream. Being able to charge for even seeing colors on screen.

mx5plus2cones

If you're mainly in index funds, you'll be fine as I was during 2001-2003 and 2008-10 (in fact, if you have cash off to the side, that's the time to slightly nudge up your extra purchases in indexes when everyone else is scared shitface and running around with their heads cut off) The people that got wiped out were the ones that picked individual stocks as their main and/or only investment strategy and some people picked individual tech stocks. Back in 2000s, a lot of people picked Oracle, Intel, Lucent, HP, Cisco, Juniper Networks, and various .com companies that don't even exist anymore. A lot of these big names like Intel and Cisco and Juniper networks are still around, but if you held onto them nursing your losses, yes they did recover and you are probably have capital gains especially if you reinvested your dividends, but many of these companies generally underperformed the S&P500 from then until now.... The other issue is that folks that "invested" in the stock market even in index funds (there was no ETFs back then), often times grew overconfident and put a big percentage of their money into the stock market with very little cash reserves When the economy turned south and layoffs started to hit main street , people's budget were running so thing, many had to sell their investments at a loss to pay for bills. So while the S&P 500 and the stock market did recover, they weren't the ones partcipating in the the recovery... These are the ones that you usually hear stating things like "the stock market was a money losing thing. It's a scam, etc..." The same could be said for people that bought real estate during 2003-2007. Even if you bought during that period of peak prices, if you were able to hold on to your real estate, today you would be fine, because you would still have seen appreciation well above peak prices in 2003-2007 and the rent prices have signficantly increated. However, many people bought homes on stated income - interest only variable loans, and their budget was running so thin that they couldn't afford to keep the homes when the rates rest and/or the economy went bad and they lost their job. So, morale of the story,. is always plan for the long term. You always want to have emergency cash on hand to weather around 5 years of bad economic times, and you always want to keep some (not all, but some) cash off to the side and keep the powder drive so when the shit hits the fan, you can capitalize on it too. I was a homeowner in 2004, and when the shit hit the fan in RE, I bpught as many short sales and foreclosures as possible during 2011-13... That was the largest game changer for my net worth, frankly. I was able to pay off my primary and all my rentals within 7 years. (Full disclosure, I did a cash out refinance on my primary in 2021 and took $550k out after being free and clear... because the 30 yerar mortgage fell to an once in a lifetime 3% and for some even lower... That $550k is sitting in CD's, money markets, and other short term safe investments averaging about 5.5-6% return just barely beating the cost of the loan note... I'm keeping this cash off to the side so when the shit hits the fan again in something (real estate, stock, etc), I plan on jumping back in when everyone else is scared shitless.

GarethPW

!banbet Biden HP 0 1w

-IQ200

Biden on 1 HP 

ThisKarmaLimitSucks

I worked in a "transmit data really fast" grad lab in like 2018, and the big server players like Intel and HP were all putting their research money into photonics back then. Cool to see those efforts bearing fruit. This is the wave of the future, guys. Transistors just can't switch much faster, and new nodes are taking increasing effort for diminishing returns. Speed-wise, photonics can just blow them away. And reach-wise, high speed channels and cables with traditional I/O need to be really freaking short, cause long cables cause losses. A 1 meter trace on 20 GB/s PCIe can have engineers tearing their hair out. But with fiber optics, the losses are basically measured per mile. One thing I will say, is that this isn't an Intel thing, this is an industry-wide thing. The R&D winds have been blowing this way for years now.

zophister

You know that person in your life that’s only ever read Harry Potter, and then reads a second book, and is like “wow this is just like HP”?

aspiring_bureaucrat

You need to have more HP than your opponent if you're going to trade

Distinct-Race-2471

Intel is mass manufacturing Intel 3 server chips and are making good on their 5 nodes in four years strategy. Everything we are reading about Granite Rapids and Intel 3 is very very good. It's a little disingenuous to call out nodes by NM when nobody truly owns the node NM definition. Industry experts agree the measurement is node density. If Intel 3 is comparable to TSMC 3 in terms of HP Node density, it is equivalent. Published density specs of both are equivalent. Point made if you give Samsung and TSMC credit for their nodes and Intel has comparable density, then Intel is calling it right. Going a step further you have backside power delivery and Ferveros which are industry leading technologies at Intel. TSMC isn't there and Intel will beat everyone by a year at least. Finally nobody is saying 18A is not "more advanced lithography". In fact the entire industry is saying the opposite. According to most publications we could see 20A products released this year and 18A next year. I believe I read that 18A products were already being manufactured. Specifically, Panther Lake. While you clearly know semiconductors, your facts are old. There isn't much published on HD nodes at Intel although we can presume to see something soon. It will be a big deal when we can see Intel building GPU's and GPU tiles. That will be a turning point in the history of the company. Intel has always been able to manufacture exceptional HP nodes.

ZealousThrowaway1789

Question about BB: Do they have any intellectual property that’s worth anything? I remember when Palm was going under and being acquired by HP, their business had already tanked but supposedly there was a great deal of value and some of their patents. Fun fact, the Palm Pre was my first smartphone.

CaptJackSparrow1110

Well this was supposed to be my last play. Lost on HP. Got my timing wrong on Apple, NVDA SOXL. RIP options expiring this Friday. I still have time till 5th though

moldyjellybean

Every few months I see this INTC is undervalued for the last 10 years. It’s the only semi or semi related stock I won’t invest in. And just imagine the opportunity cost of holding INTC the last 8+ years when AMD, NVDA, MSFT, AMZN, AAPL, ASML, QCOM, TSMC, hell ARM only been a stock you can buy for a few months and is already up 300-400% My college classmate worked at intel as contractor and said it was by far the worst run company he ever worked for and he worked for HP before that and anyone in IT know HP is run like dog shit.

ListerineInMyPeehole

This is why I'm bullish Epson and HP Inc as the future of tech

Lower_Curve3682

Close to that. But u got to think how many deals there making rn. Big Middle East companies, Dell, HP, Tesla, and OpenAI.

HoneyBadger552

Hold. Partnership with HP and generative AI with Saudis just announced

HoneyBadger552

Why do none of you buy and HOLD?? Take small gains along the way. Nvidia just announced generative AU with Saudis and HP partnership

ra__account

The big companies build custom hardware at this point, they don't play around with Dell or HP.

TurbodToilet

Hopefully you don’t design anything for HP

FisherGoneWild

HP intern… clearly regarded.

Sufficient_Cry2346

INTC, bet big on upside....Dell and HP flying, all those computers use Intel chips mainly as they run more efficiently than AMD. Plus INTEL is so beaten down so short interest closing will charge the stock higher back to $40-$45

Dear-Bet7063

Yo I can not wait for you all to start losing and quitting  This sub is straight cancer with the most moronic imbeciles who are clueless about stocks  Fucking idiot calling HPE a boomer stock because it has a dividend not even understanding HP has two stocks 

SlipperJawMcGraw

HP and HPE are not the same thing bro

Panacamana

HP you are trash

highhkage

That spike on HP 

NotSelling1

Likely related to the finalization of purchasing VMware and cutting all existing deals to other OEMs who resell the software at a huge discount (Dell, HP, Etc)

thunder_blake

HP feels really nice for the next week or so

Serrano_Ham6969

C’mon HP pump till Friday so I can pay rent without digging into savings 

galassasa

I found Germany is on 2HP

abiao66

HP is a sunset industry.

psi_ram

HP invited NVidia to their rocket and NVidia did a gta5 on the HP rocket🥲

GraceBoorFan

NVDA’s price action today was from price target upgrades from analyst and the HP Discover conference. Definitely was not from the ETF rebalance.

but_why_doh

I'm telling you that chips, as a whole, are slow right now. Their peers are not doing much better. AMD cut prices which kept revenue high, but their earnings are still in the dumpster. PC companies like HP and Dell are still down. Servers aren't being upgraded. Ai is the exception to the rule, not the standard

Johnny_Menace

HP?

pervysage19

It's hard not to see HP as that old ass printer company and mediocre office computers from the early 2000's. It's was only recently when the price spiked when I realized that HPE ticker was one in the same 

FUCKYOUINYOURFACE

HP has a trade show? What do they do?

Lumpy_Awareness_4926

HP is a part of HPE. But you're correct

Lumpy_Awareness_4926

HP you regard lol not HPE. Its a part of HPE not all of HPE

wafflemaker4

That’s HP brother HPE does servers and shit

Money_Essay7793

Wtf NVDA AI computing , at this point HP is trying to revive their garbage brand

PapiGoneGamer

Last thing I ever bought that was HP was a monitor lol

briballdo

Wait who the fuck is actually buying HP products these days? lol what

moe_leste

# HP Enterprise Teams With Nvidia to Sell AI Servers to Enterprise Buyers — [Barrons.com](http://Barrons.com) 

dbdndndndnf

Is there a stream of nvidia x HP?

pervysage19

Cooling my ass. I haven't forgotten my old ass jet blaster HP laptops 

Traditional-Year3847

Anyone knows how I can listen to the HP - NVIDIA conference online?

WorkingHyena

“AI enables us to unlock the secrets of the universe” -actual quote from the HP intro video. top is in.

WorkingHyena

AI already said 3 times in his first few sentences my HP calls will moon

WorkingHyena

[HP Livestream in 17 mins](https://www.hpe.com/us/en/discover-more-network.html)

IntroductionWeak244

It’s gonna be hard not to just sell all these Nvidia calls before the HP event in a couple hours. Not realizing these gains right now is killing me

IntroductionWeak244

Nvidia HP event in 2 hours… prepare for a 10% day boys

foxasintheanimal

I agree that SMCI will fall, but not for nefarious reasons... I think it will fall due to HP, Dell, and Cisco becoming overbearing competition and crushing potential margin. I gather that SMCI just had an abundance of inventory at just the right time, but now the market will be flooded.

but_why_doh

For every Microsoft, there's a Honeywell and a Boeing. Underperformance is the name of the game for the DOW, and they're generally very slow to adapt. Hell, they got lucky with a lot of these picks. Yeah, they have JPM, but they also had Citi, GE, GM, and Bank of America in 2008, all of which had major issues and required massive bailouts. They've generally added stocks at their peak, like how they added SBC, Intel, and Microsoft in 1999, just a year before the dotcom crash, and just a few years earlier had added HP in. That's not even mentioning the underperformance of the stocks you mentioned after being added to the dow. Microsoft and Walmart both underperformed for 15 years, going flat from 1999 to 2014 after being added.

Coda70

he works for free at HP

TechnicalWhore

Although NVIDIA has had impressive growth there is no barrier to entry except the fact they dominate deployment in the datacenter. Classic GPU's are now less than 20% of their revenue. Their AI designs are not best in class. Their CUDA software platform is dominant but it really just a variant of a standard math library. Do they make great stuff - yes. Do they push TSMC to the edge - yes but so does every memory/CPU/Flash producer. AI is significant enough that it is getting its own datacenter solutions. The way NVIDIA builds out AI is very limiting as FB reported - with the arrays 33% underutilized because of design limits. Cerebras destroys NVIDIA in AI. Intel, having fabs (vs fabless) COULD be a serious competitor as a supplier through a Dell or HP etc. Google rolls their own and has predating NVIDIA's play. Microsoft and Amazon are rolling their own. Its just not that hard. This is akin to Ethernet 1998 wherein Cisco ran the board but its now multisourced with Avago (Broadcom) providing silicon to every in-house design. AMD also has fabs and serious AI development. Tesla (DOJO) has incredible AI development. Basically its the Wild West and there are 100's of players. NVIDIA is dominant because they have the slots in the DC's but the number of competitors is enormous. Models are somewhat portable and NOT reliant on NVIDIA to run. There is no secret sauce in NVIDIA hardware. AI is linear algebra. Anyone can do it. Quantum Computing currently does it the best. For those interested the benchmarks for performance are called MLPERF. There are many great websites full of reviews but the oldest most read source is "Microprocessor Report".

WhileNotLurking

And the internet started in 1983. Google was still a “new entrant” in the dot com bubble era. The only real company that was big and relevant in 1995 tech and is still present is Microsoft. All the other “big players” died. IBM, HP, Sun, etc.

GamermanRPGKing

What makes you even remotely bullish on HP?

FinnishMontana

McDonalds is becoming less competitive compared to other alternatives due to its higher priced menu compared to competitors like taco bell, and burger king. I would be surprised if they don't close some stores by next year. HPQ/HP literally underwater as a company, and just generates shitty printers and E-waste. Got a boost cause of earnings and might squeeze if these levels keep up but puts might not be a bad idea. Apple literally is still lagging in phone sales and will get mogged by androids if they cant develop more AI tech. Just my thoughts.

natedog_1959

Ionic 5N quarter mile @ 11.1 seconds is a couple tenths off recent M3P highland times of sub 11 seconds, hence the M3P is faster. This isn't subjective, it's fact. The Ioniq 5N needs 640 hp to be slower than the M3P @ 510ish HP...

QuentinP69

Jensen is gonna talk 6/18 9am business applications for AI for the corporate level. Guessing with HP enterprise software and NVDA chips. Looking for them both to moon

FUWS

HP price action last about as long as their printer cartridges.

jjfehir

Just a reminder on HP trends to people who are trembling wanting to paper hand. This stock over the last two weeks has dropped at market open. And almost always surges around or after lunchtime. That could change today but I’m hanging on tight. May sell the news next week Monday or may hold hoping for some crazy partnership announcement with Nvidia.

GobGlizzy

HP ON THE MOVE UP NVDA TO FOLLOW 

zenFyre1

>[some random person with a background in Medieval Studies like HP tried](https://en.wikipedia.org/wiki/Carly_Fiorina) That's a bad faith argument if I've seen one. Yeah, she did her undergraduate in Medieval studies, but she also happened to have an MBA from the University of Maryland and a masters degree in management from MIT. She made some controversial business decisions, but she did preside over the HP-Compaq merger which was absolutely huge for its time.

VariationConstant675

HP is already close to WS estimates. Dell is halfway....