Make your conclusions. Your heard it here first.
9 replies (most recent on top)
thanks for the laughs! this site is a pathetic joke
RIP Intel!
1fcx great observation on trash talking I didn’t see it that way
@1fcx+1ofUIRHh. TSMC founder Morris Chang also commented sometime ago that PG is a co--y guy.
@ckt+1ofUIRHh I hadn't heard about the "can of whoop a**" comment before, but it fits the larger pattern of behavior of PG. The AMD's in the rear view mirror and Apple being a life style company are the more recent D-mb Things(R) said by our CEO.
It's on thing to be a trash talker if you're the best, you can talk the talk and walk the walk. But PG's habit of running his mouth while inserting his foot in his mouth is just cringe. He's like the unskilled fighter that showboats in the ring before the bout, or talks a big game during the weigh in, the promptly gets knocked out in the first 30 seconds.
As a BB, it's really hard not to feel second hand embarrassment when the CEO acts like this.
Intel is driving around in horse and carriages while Nvidia is launching orbital rockets.
It’s just laughable how inept Intel leadership has been and continues to be.
Jensen just buzzed by in a Maserati waving bye bye
In 2010, Pat said he would crush NVidia in graphics... so, Jen-Hsun had enough and told the world he would, 'open up a can of whoop assze' on Intel.
And ever since then, Intel has been in NVidia's rear view mirror, but Jen-Hsun is class act and so he won't rub Pat's nose in it.
Now server division run by former Chief People Office Sandra isn't even profitable. The core business is now under siege and Pat has said data center is under pressure as the capEx is being spent on AI, not IA. See the irony?!
And the future looks bright for NVDA!
NVIDIA’s outlook for the third quarter of fiscal 2024 is as follows:
- Revenue is expected to be $16.00 billion, plus or minus 2%.
- GAAP and non-GAAP gross margins are expected to be 71.5% and 72.5%, respectively, plus or minus 50 basis points.
Compared to INTC's anemic Q3 guidance:
Intel's guidance for the third quarter of 2023 includes both GAAP and non-GAAP estimates. Reconciliations between GAAP and non-GAAP financial measures are included below.
Q3 2023, GAAP, Non-GAAP
Revenue, $12.9-13.9 billion, $12.9-13.9 billion
Gross margin, 39.1%, 43.0%