StockDataChart

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[StockDataChart @moneychart2022]

The website is online!
https://t.co/9lwu6RBtN1 . More chats will be added next year

[StockDataChart @moneychart2022]

$nvda So, is this the top of GPU datacenter consumption? (4/4)

[StockDataChart @moneychart2022]

$nvda I am trying to estimate how many GPU do we need? Let's start from the final consumption, AWS need 3M, azure 3M, googl 2M, the other cloud provider 1M. All other top 500 company need 1M GPU. They build these GPU over 3 year period, which means we need 3.3M per year. (1/4)

[StockDataChart @moneychart2022]

Assuming each GPU selling price is $10000. For the last 4 quarters, $nvda sold about 1.5M GPU equal to 15B$. Next quarter guideline is $11B revenue and I assume 7B is for data center GPU. It is equal to 0.7M GPU per quarter and 2.8M GPU yearly. it is close to the 3.3M. (3/4)

[StockDataChart @moneychart2022]

@unusual_whales yes, it is like chips and potato

[StockDataChart @moneychart2022]

The website is online!
https://t.co/9lwu6RBtN1 . More chats will be added next year

[StockDataChart @moneychart2022]

All charts will be accessible from a website next year. Following me to get the latest information.

[StockDataChart @moneychart2022]

@EconomyApp $ORCL Is Iaas increasing because ticktok move?

[StockDataChart @moneychart2022]

@EconomyApp $ORCL Is Iaas increasing because ticktok move?

[StockDataChart @moneychart2022]

$ORCL revenue is flat from 2018 but they always can find some highlight from their revenue. For same revenue, it is different result from different perspective. With new way cloud/license, it is cloud 45% grow. With old way cloud application/infra license, it is 32%.

[StockDataChart @moneychart2022]

$NVDA revenue from 2016, data center growth speed drop too

[App Economy Insights @EconomyApp]

$NVDA Our review of NVIDIA's Q3 FY23 is out!
https://t.co/IKnrnbpwjp

[StockDataChart @moneychart2022]

$CRM revenue keep increasing but y/y ratio drop to low number. Data drop to negative in the first time in recent year. It is why the stock fall recently.

[StockDataChart @moneychart2022]

$tsla model 3/Y delivery keep growing but the speed is slower.

[StockDataChart @moneychart2022]

$tsla Model S/X delivery keep same level from 2016. When do you think Model3/Y sale will be flat?

[StockDataChart @moneychart2022]

$cost same store sale after FX adjustment. It is still higher than before Covid.

[StockDataChart @moneychart2022]

$cost quarterly e-commence comparable sale percentage. It is the first time to be negative

[StockDataChart @moneychart2022]

$cost quarterly membership fees

[StockDataChart @moneychart2022]

$cost quarterly net sale