• Flying Squid@lemmy.world
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    5 months ago

    Is it that the market loves him or is it that a CEO’s keynote isn’t really that big a deal and is mostly an ego-stroking event?

    Because I’m guessing what the market actually loves is the new products that are announced.

      • bitwolf@lemmy.one
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        5 months ago

        For consumers. They’re pushing put giant power hungry gpus for data centers to power LLM.

        Most of the valuation is likely consumers hyping the bull run, and speculation about just how much b2b revenue they will get.

        • frezik@midwest.social
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          5 months ago

          They didn’t though. Blackwell was announced before this, and there isn’t any real specifics besides showing some prototypes. There’s some software stuff about improving Pandas and pregenerated LLMs. That’s about it.

        • jj4211@lemmy.world
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          5 months ago

          This weekend I proposed to my girlfriend, here’s what it taught me about B2B sales…