'Moore Txoj Cai tuag,' Nvidia CEO Jensen hais hauv kev ua kom pom tseeb ntawm daim npav nqi nce

Ib qho smattering ntawm kev muag khoom yuav ntaus lub quarter tam sim no raws li Nvidia tus $ 1,599 flagship RTX 4090 mus muag rau Lub Kaum Hli 12, nrog rau lwm daim npav zoo li $ 899 mid-tier 4080 ua raws, thiab "feem ntau" ntawm lub community launch tshwm sim nyob rau lub Ib Hlis-kawg. Lub quarter thib plaub, Huang tau hais.

Cov kev tsis txaus siab tau nthuav tawm hauv online txog kev nce nqi nce siab. Rau cov chav kawm ntawm cov nti, 4090 yog tus nqi 7% saum toj no 2020 tus nqi pib ntawm 3090 nws yog los hloov. (Raws li rau 3090, ib qho kev hloov kho tshiab ntawm tus thawj yog mus rau $ 1,100 ntawm Qhov zoo tshaj plaws Muas nyob rau hauv ib qho kev tshaj tawm $ 900 tus nqi poob.) Txawm tias zoo dua, 4080 yog tus nqi 29% siab dua 2020 tus nqi pib ntawm 3080.

Lovelace ua tiav ampere, uas tau nthuav tawm thaum lub Tsib Hlis 2020, kwv yees li ob lub hlis rau hauv COVID-19 kev kis thoob qhov txhia chaw, ntawm qhov kev thov muaj zog rau daim npav twv txiaj. Ampere-based gaming cards tau tshaj tawm thaum lub Cuaj Hlis 2020.

Huang tau them nyiaj rau qhov kev cia siab nyob rau hauv daim ntawv ntawm ob peb lub hlis twg ntawm "cov tshuaj hnyav tiag tiag" tom qab lub chip txiag txiav nws qhov kev xav tsis yog. ib zaug, los yog ob zaug, tab sis peb sij hawm thiab hais $ 400 lab hauv kev muag khoom tam sim no nce hauv huab cua vim yog US txwv tsis pub muag cov ntaub ntawv-cov khoom lag luam rau Tuam Tshoj, thiab a $ 1.22 billion them kom tshem tawm Ampere-raws li cov lus nug ua ntej ntawm Lovelace tso tawm.

Nyeem: Nvidia's 'China Syndrome': Puas yog cov khoom lag luam melting?

"Peb yog heev, tshwj xeeb tshaj yog muag rau hauv lub lag luam qis dua yog qhov muag tawm ntawm lub khw, ib qho tseem ceeb qis dua qhov muag tawm ntawm lub khw," Huang hais. "Thiab kuv cia siab tias los ntawm Q4 lub sijhawm, qee zaum hauv Q4, cov channel yuav muaj qhov qub, thiab nws yuav muaj chaw rau kev tshaj tawm zoo rau Ada."

Rau cov neeg thuam, Huang tau hais tias nws xav tias tus nqi siab dua yog qhov ncaj ncees, tshwj xeeb tshaj yog txij li kev txiav-ntug Lovelace architecture tsim nyog los txhawb Nvidia qhov nthuav dav mus rau qhov hu ua metaverse.

"Lub 12-nti [silicon] wafer yog kim heev hnub no tshaj li nag hmo, thiab nws tsis yog me ntsis kim dua, nws yog ib tuj kim dua," Huang hais.

"Moore Txoj Cai Tuag," Huang hais tias, hais txog tus qauv uas tus naj npawb ntawm cov transistors ntawm lub nti ua ob zaug txhua ob xyoos. "Thiab lub peev xwm rau Moore Txoj Cai kom xa ob zaug qhov kev ua tau zoo ntawm tib tus nqi, lossis ntawm qhov kev ua tau zoo, ib nrab tus nqi, txhua xyoo thiab ib nrab, dhau lawm. Nws tag lawm, thiab yog li lub tswv yim hais tias lub nti yuav poob rau hauv tus nqi dhau sijhawm, hmoov tsis, yog zaj dab neeg ntawm yav dhau los. "

Huang tau hais tias "Kev suav tsis yog teeb meem nti, nws yog software thiab chip teeb meem," Huang hais.

Nvidia txuas ntxiv txhim kho software

Yog li ntawd, nyob rau hauv xyoo tsis ntev los, Nvidia tau tsim xws li ib tug entrenched software ecosystem rau nws cov chips, uas nws tau prompted Qee cov kws tshuaj ntsuam kom pib saib Nvidia ua lub tuam txhab software sai sai.

Lub sijhawm no, Huang nthuav tawm kev nthuav dav loj ntawm lub tuam txhab lub npe hu ua metaverse platform nrog Nvidia Omniverse Cloud, lub tuam txhab thawj Software-as-a-Service thiab Infrastructure-as-a-Service khoom, tsim, tshaj tawm, ua haujlwm thiab kev paub. metaverse applications.

Lwm qhov kev thawb rau hauv SaaS yog Nvidia's NeMo thiab BioNeMo cov lus loj- qauv huab AI cov kev pabcuam. LLMs yog tshuab-kev kawm algorithms uas siv cov ntaub ntawv loj-raws li cov ntaub ntawv teev kom paub, kwv yees thiab tsim cov lus tib neeg. Thaum NeMo yog cov qauv kev pabcuam dav dav, BioNemo tshwj xeeb hauv kev thov LLMs rau kev tshawb fawb lom neeg thiab tshuaj lom neeg.

Pom tias Nvidia qhov tseem ceeb muaj RTX 3080-gaming-chip-as-a-kev pabcuam nrog nws GeForce TAM SIM NO qhov kev pabcuam tseem ceeb uas tau nqis rau lub Kaum Ib Hlis, them cov neeg siv $ 99.99 rau rau lub hlis ntawm RTX 3080 gaming chip kev ua tau zoo, MarketWatch nug Huang yog tias nws puas tau pom dua. siv kev yuav khoom, lub cev GPU kho vajtse raug hloov los ntawm huab-based subscription services.

Nyeem: Nvidia kev muag khoom kwv yees poob txog $ 1 nphom luv ntawm kev cia siab, Tshuag poob

"Kuv tsis xav li ntawd," Huang hais. "Muaj cov neeg siv khoom xav tau, thiab muaj cov neeg siv khoom nyiam xauj."

Huang tau hais tias "Qee tus neeg xav tau outsource lub Hoobkas," Huang hais. "Thiab nco ntsoov, kev txawj ntse txawj ntse yuav yog lub Hoobkas, nws yuav yog lub Hoobkas tseem ceeb tshaj plaws yav tom ntej."

Huang tau hais tias "Ib lub Hoobkas muaj cov khoom siv raw tuaj, thiab ib yam dab tsi tawm," Huang hais. "Nyob rau hauv lub neej yav tom ntej, cov chaw tsim khoom yuav muaj cov ntaub ntawv tuaj rau hauv, thiab qhov tawm los yuav yog kev txawj ntse, qauv."

Raws li cov chaw tsim khoom mus, Nvidia yuav tsum muaj peev xwm muaj kev xaiv los pab txhua tus neeg siv khoom ntawm qhov ntsuas. Huang tau hais tias "Kev pib ua lag luam xav tau ntau yam hauv opex," Huang hais. "Cov tuam txhab loj, tsim kom muaj ntau yam hauv capex."

Tau ntau xyoo, Nvidia tau qhia tias nws tsis tiv thaiv kev hloov pauv, mus los ntawm lub tuam txhab gaming-chip los ua tus loj tshaj plaws US chip txiag los ntawm kev ua lag luam cap tom qab cov ntaub ntawv-chaw tsim qauv pom Nvidia cov duab ua haujlwm, lossis GPUs, tsis tau. tsuas yog ua videogames zoo nkauj dua, lawv cov txheej txheem sib luag tau muaj txiaj ntsig zoo hauv kev kawm tshuab.

Ntau lwm lub tuam txhab thev naus laus zis, xws li Cisco Systems Inc.
CSCO,
-2.33%
thiab International Business Machines Corp.
IBM,
-1.08%,
muaj, nyob rau hauv ntau xyoo thiab nyob rau hauv ntau yam ntawm kev tiv thaiv thiab kev txaus siab, zoo li hloov los ntawm qhov tsim nyog rau hauv software thiab cov tuam txhab kev pab cuam, raws li ntau lub lag luam tsiv lawv cov ntaub ntawv mus rau huab es tsis txhob khaws cia nyob rau hauv lub tsev nyob rau hauv ib tug proprietary server.

nyeem: Qhov kawg ntawm ib qho kev xav tsis thoob: Vim li cas Nvidia, Intel thiab AMD qhov kev ntsuas tau ntsib kev kub ntxhov loj heev

Ntawm 43 tus kws tshuaj ntsuam xyuas uas npog Nvidia, 31 muaj kev ntsuas qib yuav, 11 tau tuav kev ntaus nqi, thiab ib tus muaj kev muag khoom. Ntawm cov no, 13 txo qis lawv cov hom phiaj tus nqi, ua rau tus nqi nruab nrab ntawm $ 202, nqis los ntawm yav dhau los $ 202.51.

Shares kaw hnub Wednesday nce 0.7% ntawm $132.61, piv rau 1.7% poob los ntawm S&P 500 Performance index
SPX,
-1.71%.

Xyoo dhau los, Nvidia shares tau poob 55%, piv nrog 36% poob los ntawm PHLX Semiconductor Index
SOX,
-0.97%,
20% poob los ntawm S&P 500 index
SPX,
-1.71%,
thiab 28% poob rau tech-heavy Nasdaq Composite Index
COMP,
-1.79%.

Raws li rau Ampere khiav, Nvidia tus nqi Tshuag tau poob qis 4.7% txij lub Cuaj Hlis 1, 2020, thaum Nvidia nthuav tawm nws RTX 3000 series Ampere-based gaming chips, piv rau 9.3% nce los ntawm S&P 500 nyob rau lub sijhawm ntawd.