NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025

[LittleBro]

Nvidia pays 100% more than AMD. How that's greed?

What would you call paying 1 damn cent if your market cap is 3 billion lol. Many other smaller companies pay dividends of at least $2-3 dollar per stock. What's point of paying 1 cent then?

Deepseek used the H100 for training; the 4090 or even the 5090 isn't useful for training at that scale.

Yep, used H100 smuggled through Singapore were used to train DeepSeek. I don't know for what, but vast majority of RTX 4090 found it's way to China. They were dismantling and repurposing them. Had it not been worth the money and all that work, they would not have been doing it.

Special Chinese Factories are Dismantling NVIDIA GeForce RTX 4090 Graphics Cards and Turning Them into AI-Friendly GPU Shape

The recent U.S. government restrictions on AI hardware exports to China have significantly impacted several key semiconductor players, including NVIDIA, AMD, and Intel, restricting them from selling high-performance AI chips to Chinese land. This ban has notably affected NVIDIA's GeForce RTX...

www.techpowerup.com

 

[GodisanAtheist]

Wait, I thought that's what they just did with the 50x0 series?!

-As soon as they're back in stock and closer to MSRP people will be back to "DLSS better than native" faster than you can blink...

Problem right now is the bone has not actually be cast... It's like faking out your dog with a false throw, everyone's just confused and wondering where the Blackwell is...

 

[Red Hood]

It would be interesting to see that revenue by country (assume most from America then maybe China? )

FirstFT: Microsoft buys twice as many Nvidia AI chips as its rivals in 2024

Also in today’s newsletter, Brazil’s currency comes under pressure while carmakers Honda and Nissan hold merger talks

www.ft.com

Chinese AI firm DeepSeek has 50,000 NVIDIA H100 AI GPUs says CEO, even with US restrictions

Chinese AI company DeepSeek says its DeepSeek R1 model is as good, or better than OpenAI's new o1 says CEO: powered by 50,000 NVIDIA H100 AI GPUs.

www.tweaktown.com

 

[AnotherReader]

What would you call paying 1 damn cent if your market cap is 3 billion lol. Many other smaller companies pay dividends of at least $2-3 dollar per stock. What's point of paying 1 cent then?


Yep, used H100 smuggled through Singapore were used to train DeepSeek. I don't know for what, but vast majority of RTX 4090 found it's way to China. They were dismantling and repurposing them. Had it not been worth the money and all that work, they would not have been doing it.

Special Chinese Factories are Dismantling NVIDIA GeForce RTX 4090 Graphics Cards and Turning Them into AI-Friendly GPU Shape

The recent U.S. government restrictions on AI hardware exports to China have significantly impacted several key semiconductor players, including NVIDIA, AMD, and Intel, restricting them from selling high-performance AI chips to Chinese land. This ban has notably affected NVIDIA's GeForce RTX...

www.techpowerup.com

The 4090 is better suited to inference, but even there, its lack of memory would be an issue. However, there are ways to split the model between multiple cards so even that issue can be overcome.

 

[Easo]

Gaming might be a small part, sure, but billions is not a pocket change to anyone. Go tell shareholders that they don't need those billions.

 

[mav1178]

3 billion dollar company pays just one fuckin cent per share to stock owners?

Greedy.

considering NVDA has 24.49 BILLION shares outstanding, $0.01/share equals to a $250M dividend payout to shareholders this quarter, or upwards of $1B annually to shareholders.

sucks for those of us holding less than 10000 direct shares. for institutional investors its how we grow our 401k/IRA accounts.

 

[medi01]

If AI orders make a downturn, Nvidia will gladly sell to gamers again, beating that newcomers

No.

There is no way on planet Earth that if insane AI spending is gone, gamers could compensate in in any meaningful way for NV.

Gaming might be a small part, sure, but billions is not a pocket change to anyone. Go tell shareholders that they don't need those billions.

It is billions in sales, not revenue.

AI business is not only 14 more revenue, but likely times higher margins too.