Nvidia: How Sam Altman Could Take Down This Tech Titan

InvestorPlace2023-11-24

This drama at OpenAI has made clear that Altman is the trusted head of the world’s most talented, experienced, and driven AI engineering team in the world – the same team that built ChatGPT. He has ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

navoyhot
2023-11-25
navoyhot
Interesting ai chips will be cheap in the near future
zhengwinter
2023-11-25
zhengwinter
Isn't the team focused on the software aspects of AI? Now they want to pivot to a very different area where they may not have as much expertise in?
km22
2023-11-24
km22
Great ariticle, would you like to share it?
km22
2023-11-24
km22
Great ariticle, would you like to share it?
km22
2023-11-24
km22
! Lakeshore K alchemist MBmm
ocean_wave
2023-11-24
ocean_wave
Wait and see how long and far from now.

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2385668082?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2023-11-24 21:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2385668082","market":"us","top_or_hot":-1,"title":"Nvidia: How Sam Altman Could Take Down This Tech Titan","media":"InvestorPlace","content":"<div>\n<p>This drama at OpenAI has made clear that Altman is the trusted head of the world’s most talented, experienced, and driven AI engineering team in the world – the same team that built ChatGPT. He has ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/11/nvidia-how-sam-altman-could-take-down-this-tech-titan/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: How Sam Altman Could Take Down This Tech Titan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: How Sam Altman Could Take Down This Tech Titan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-24 21:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/11/nvidia-how-sam-altman-could-take-down-this-tech-titan/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This drama at OpenAI has made clear that Altman is the trusted head of the world’s most talented, experienced, and driven AI engineering team in the world – the same team that built ChatGPT. He has ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/11/nvidia-how-sam-altman-could-take-down-this-tech-titan/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445015.USD","symbol_name":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","start_time":0,"source_url":"https://investorplace.com/hypergrowthinvesting/2023/11/nvidia-how-sam-altman-could-take-down-this-tech-titan/","article_id":"2385668082","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2385668082","pubTimestamp":1700833589,"sourceInfo":{"source_id":"investorplace_stock_picks","name":"InvestorPlace stock picks"},"weMediaInfo":null,"summary":"Altman is the trusted head of the world’s most talented AI engineering team. He has Microsoft's full backing. And he wants to kill Nvidia.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4592":"伊斯兰概念","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4576":"AR","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4577":"网络游戏","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4579":"人工智能","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","NVDA":"英伟达","BK4574":"无人驾驶","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4573":"虚拟现实","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓"},"translate_title":"英伟达：山姆·奥特曼如何打倒这个科技巨头","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.1},"content_text":"This drama at OpenAI has made clear that Altman is the trusted head of the world’s most talented, experienced, and driven AI engineering team in the world – the same team that built ChatGPT. He has the full backing of the world’s second biggest company in Microsoft. And he wants to kill Nvidia.Altman was actively working to raise billions from some of the world’s largest investors for a new chip venture. Codenamed Project Tigris, this venture was aimed at creating AI chips to replace Nvidia’s chips.To us, it is very likely that in the coming months, Altman’s Project Tigris and Microsoft’s Project Athena merge to create a brand-new custom AI chip project that could become the ultimate Nvidia rival.Recently, it’s become clear that nearly every Big Tech firm is working toward manufacturing their own AI chips. That’s why we’ve been worried about the world’s most dominant AI chipmaker, Nvidia (NVDA), for a few weeks now.But this past weekend – amidst the drama at OpenAI – we realized the true reason why investors should move on NVDA stock. It’s Sam Altman. Altman is the very-recently-ousted CEO of OpenAI. And it seems he was such a good CEO that, when his employees found out he was fired by the board of directors last Friday afternoon, over 90% of them signed a petition saying they would leave the company unless he was reinstated. Now, as of this writing, Altman has been reinstated as OpenAI’s CEO. But this drama at OpenAI has made clear that Altman is the trusted head of the world’s most talented, experienced, and driven AI engineering team – the same team that built ChatGPT. He has the full backing of the world’s second biggest company in Microsoft.And he wants to kill Nvidia. Going Toe-to-Toe With NvidiaOver the weekend, reports broke that in the weeks leading up to his ousting, Altman was actively working to raise billions from some of the world’s largest investors for a new chip venture. Codenamed Project Tigris, this venture was aimed at creating AI chips to replace Nvidia’s chips. The concept behind it was to create a firm that mass-produced Tensor Processing Units (TPUs). Essentially, these chips are custom semiconductors specifically designed to handle high volume specialized AI workloads. And importantly, TPUs are widely considered to be cheaper than Nvidia’s GPUs. In other words, prior to his firing from OpenAI, Altman was trying to build a lower-cost competitor to Nvidia. And thanks to this boardroom drama, we think those efforts will likely be accelerated over the coming months. Since this saga began, Microsoft has made it very clear that it is 100% committed and loyal to Sam Altman. Altman wants to make a new chip company. Microsoft is already working on its own AI chips under Project Athena. Altman apparently has billions in outside financing lined up. Microsoft has billions on its balance sheet. It’s easy to connect these dots. To us, it is very likely that in the coming months, Projects Tigris and Athena merge to create a brand-new custom AI chip project that could become the ultimate Nvidia rival.The Final WordAs if Nvidia didn’t have enough to worry about already…The U.S. is levying restrictions against sales to China. Titans Microsoft, Meta (META), Amazon (AMZN), and Alphabet (GOOGL) are all working on their own chip projects. And now a brand-new “super project” aimed at building custom AI chips will likely soon begin – if it hasn’t already. The writing is on the wall here. Nvidia’s chokehold on the AI chips market is under attack from all sides.Does that mean Nvidia is dead? No – far from it. But it does likely mean that NVDA stock is dead because at current levels, the valuation demands perfection. And perfection doesn’t happen when you have so many new, strong competitors. That means for us as AI stock investors, it is time to move on from NVDA.And of course, we say that as early, longtime bulls on NVDA stock. But we just sold our NVDA stock position in our model portfolio for more than 1,000% returns. It’s high time to move on to the next batch of AI superstar stocks that could nab us 1,000% returns over the next few years.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":245198912737504,"gmtCreate":1700887075924,"gmtModify":1700887079976,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://community-static.tradeup.com/news/bfe3e29a700e58ce7b6c853c067b7f3c","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3549788653484864","idStr":"3549788653484864"},"htmlText":"Interesting ai chips will be cheap in the near future","listText":"Interesting ai chips will be cheap in the near future","text":"Interesting ai chips will be cheap in the near future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245198912737504","repostId":2385668082,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":245112862269512,"gmtCreate":1700865913876,"gmtModify":1700879640196,"author":{"id":"3579237810077200","authorId":"3579237810077200","name":"zhengwinter","avatar":"https://community-static.tradeup.com/news/c1dabc1f0238450d4939b40b4504cf21","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3579237810077200","idStr":"3579237810077200"},"htmlText":"Isn't the team focused on the software aspects of AI? Now they want to pivot to a very different&nbsp;area where they may not have as much expertise in?","listText":"Isn't the team focused on the software aspects of AI? Now they want to pivot to a very different&nbsp;area where they may not have as much expertise in?","text":"Isn't the team focused on the software aspects of AI? Now they want to pivot to a very different area where they may not have as much expertise in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245112862269512","repostId":2385668082,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":244989024170048,"gmtCreate":1700835814283,"gmtModify":1700836531926,"author":{"id":"4159447958186212","authorId":"4159447958186212","name":"km22","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4159447958186212","idStr":"4159447958186212"},"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244989024170048","repostId":2385668082,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":244989527670872,"gmtCreate":1700835805426,"gmtModify":1700836528942,"author":{"id":"4159447958186212","authorId":"4159447958186212","name":"km22","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4159447958186212","idStr":"4159447958186212"},"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244989527670872","repostId":2385668082,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":244988909473856,"gmtCreate":1700835786282,"gmtModify":1700836552775,"author":{"id":"4159447958186212","authorId":"4159447958186212","name":"km22","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4159447958186212","idStr":"4159447958186212"},"htmlText":"! Lakeshore K alchemist MBmm","listText":"! Lakeshore K alchemist MBmm","text":"! Lakeshore K alchemist MBmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244988909473856","repostId":2385668082,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":244987638337600,"gmtCreate":1700835475945,"gmtModify":1700835480625,"author":{"id":"3578971018458145","authorId":"3578971018458145","name":"ocean_wave","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3578971018458145","idStr":"3578971018458145"},"htmlText":"Wait and see how long and far from now.&nbsp;","listText":"Wait and see how long and far from now.&nbsp;","text":"Wait and see how long and far from now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244987638337600","repostId":2385668082,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":14,"commentSize":6,"repostSize":6,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2385668082"}