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NVDA jumped 6% yesterday, almost back to its ATH, on massive volume. This morning it opened up 2% to an intraday ATH.
https://stockcharts.com/h-sc/ui?s=NVDA

NVDA released a flurry of news releases April 12 and 13:


Press Release
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NVIDIA Announces First Quarter Fiscal 2022 Revenue Tracking Above Outlook
Monday, April 12, 2021
NVIDIA today announced at its annual Investor Day that first quarter revenue for fiscal 2022 is tracking above its previously provided outlook, with outperformance in each of its market platforms.
While our fiscal 2022 first quarter is not yet complete, Q1 total revenue is tracking above the $5.30 billion outlook provided during our fiscal year-end earnings call.

https://nvidianews.nvidia.com/news/nvidia-announces-first-qu...


Volvo Cars, Zoox, SAIC and More Join Growing Range of Autonomous Vehicle Makers Using New NVIDIA DRIVE Solutions
https://nvidianews.nvidia.com/news/volvo-cars-zoox-saic-and-...


New NVIDIA RTX GPUs Power Next Generation of Workstations and PCs for Millions of Artists, Designers, Engineers and Virtual Desktop Users
https://nvidianews.nvidia.com/news/new-nvidia-rtx-gpus-power...


NVIDIA Advances Extended Reality, Unlocks New Possibilities for Companies Across Industries
Accelerated graphics drive future of XR streaming from the cloud with AWS and Microsoft Azure.

https://blogs.nvidia.com/blog/2021/04/13/nvidia-advances-xr-...

More news releases at:
https://nvidianews.nvidia.com/news

😷
ralph owns NVDA
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News reports say Nvidia's new Grace (named for Grace Hopper) chip will compete with Intel's cpus.

Intel responded by announcing they will look into production of chips that are in short supply causing the auto industry to close assembly plants and trim production. These are reportedly old design chips made on obsolete equipment. Will Intel restart old equipment to make them? Or redesign the chips to fit their existing lines?
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No. of Recommendations: 1
News reports say Nvidia's new Grace (named for Grace Hopper) chip will compete with Intel's cpus.

Will only compete with Intel in a small way. There was no indication that Nvidia will sell these other than in complete systems that they make that include GPUs (like the DGX series) and they don't ship until 2023.


Intel responded by announcing they will look into production of chips that are in short supply causing the auto industry to close assembly plants and trim production. These are reportedly old design chips made on obsolete equipment. Will Intel restart old equipment to make them? Or redesign the chips to fit their existing lines?

Did Intel announce this in response? I thought they announced this weeks ago.
In any case, a foundry takes the designs from a customer and manufactures them. This is what TSMC does, for example. I don't think "redesigning" them is normally part of the deal. That would mean exposing your chip IP to the engineers at Intel.

Mike
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