Nvidia cov nyiaj tau los txiav hauv ib nrab, tab sis tweaked servers rau Tuam Tshoj offset ua ntej $ 400 lab ceeb toom

Nvidia tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg ntawm $ 680 lab, lossis 27 xees ib feem, piv nrog $ 2.46 billion, lossis 97 xees ib feem, hauv lub xyoo dhau los. Cov nyiaj tau los hloov kho, uas tsis suav nrog cov nqi them nyiaj raws li cov nqi them thiab lwm yam khoom, yog 58 xees ib feem, piv nrog $ 1.17 ib feem ntawm lub xyoo dhau los.

Cov nyiaj tau los poob rau $ 5.93 nphom los ntawm $ 7.1 nphom hauv peb lub hlis twg xyoo dhau los raws li kev muag khoom lag luam poob qis. Cov kws tshuaj ntsuam tau kwv yees 71 xees ib feem ntawm cov nyiaj tau los ntawm $ 5.78 billion. 

Cov ntaub ntawv-chaw muag khoom tau nce 31% rau $ 3.83 billion, piv nrog Advanced Micro Devices Inc.
AMD,
-4.81%
45% nce hauv cov chaw muag khoom rau $ 1.6 billion, thiab Intel's
INTC,
-3.84%
27% poob rau $ 4.2 nphom. Cov kws tshuaj ntsuam tau kwv yees Nvidia cov ntaub ntawv chaw muag khoom ntawm $ 3.72 nphom.

"Peb tau tsa qhov kev txhawj xeeb txog $ 400 lab ntawm A100s vim tias peb tsis paub meej txog seb peb puas tuaj yeem ua tiav qhov kev taw qhia ntawm A800 rau peb cov neeg siv khoom thiab los ntawm peb cov saw hlau xa khoom," Jensen Huang, Nvidia tus tsim thiab tus thawj coj, hais rau cov kws tshuaj ntsuam hauv xov tooj. "Lub tuam txhab tau ua qhov zoo tshaj plaws los txhawb qhov xwm txheej no thiab xyuas kom meej tias peb txoj kev lag luam tsis cuam tshuam thiab peb cov neeg siv khoom tsis cuam tshuam. Tab sis A800 kho vajtse muaj tseeb ua kom ntseeg tau tias nws ib txwm txhais tau meej meej rau kev tswj xyuas kev xa tawm. "

Nvidia qhov kev muag khoom muag tau poob 51% rau $ 1.57 billion los ntawm ib xyoos dhau los. Cov kws tshuaj ntsuam tau kwv yees $ 1.42 nphom hauv kev muag khoom gaming.

Thaum lub Yim Hli lig, Nvidia tau kwv yees Peb lub hlis twg muag ntawm $ 5.78 billion thiab $ 6.02 billion, uas poob txog $ 1 nphom hauv qab yam uas Txoj Kev xav tau thaum lub sijhawm. Qhov ntawd yog ua ntej nws kwv yees qhov ua tau $400 lab nyob rau hauv Suav teb poob muag, uas Nvidia vam tias yuav kho los ntawm kev muag ib tug version ntawm nws A100 data-center nti hu ua A800 rau Tuam Tshoj, uas inhibits AI thiab supercomputing siv thiab yog li ua tau raws li US cov kev txwv rau kev muag khoom.

Colette Kress, Nvidia tus thawj coj saib xyuas nyiaj txiag, tau hais tias "Cov kev txwv no cuam tshuam cov nyiaj tau los ntawm peb lub hlis twg feem ntau cuam tshuam los ntawm kev muag khoom lwm yam hauv Suav teb," said Colette Kress, Nvidia tus thawj coj nyiaj txiag, ntawm kev hu xov tooj nrog cov kws tshuaj ntsuam. "Qhov ntawd tau hais tias, kev thov hauv Suav teb dav dav tseem yog mos. Peb cia siab tias yuav txuas ntxiv mus rau lub quarter tam sim no. "

Lwm qhov kev txhawj xeeb ntawm cov kws tshuaj ntsuam yog Nvidia cov khoom lag luam qib siab hauv cov channel raws li lub tuam txhab tso tawm cov khoom siv tshiab thiab cov ntaub ntawv-center. Peb lub hlis twg tag nrho cov nyiaj tau los poob rau 56.1% los ntawm 67% hauv lub xyoo dhau los peb lub hlis twg, thiab ntau qhov ntawd tau los ntawm $ 702 lab tus nqi khoom muag ntawm cov neeg tsis muaj zog Suav xav tau, lub tuam txhab tau hais. Qhov ntawd ua raws li lub quarter dhau los, thaum lub tuam txhab tshaj tawm tias nws tau them $ 1.32 nphom cov khoom muag los pab txo cov kev cia siab ntawm kev thov. Tab sis qhov ntawd feem ntau yog rau cov khoom muag tsis tau muag ntawm cov ntawv; cov kws tshuaj ntsuam muaj kev txhawj xeeb txog cov khoom uas twb tau muag lawm.

Mus rau pem hauv ntej, Nvidia yuav tsum tau txo qis cov khoom muag hauv cov channel, lossis cov khoom uas twb tau muag rau cov khw muag khoom thiab tau "s zaum ntawm lub rhawv," los ua txoj hauv kev rau nws cov khoom tshiab. Piv txwv li, daim npav tshiab los ntawm Nvidia tau muag rau Lub Kaum Hli 12, thiab nruab nrab theem RTX 4080 tau tso tawm ua ntej cov nyiaj tau los, thiab twb tau muag tawm ntawm tus nqi muag khoom thiab siab dua,

"Muaj ntau cov khoom muag hauv cov channel rau peb cov khoom siv ua si, desktop, phau ntawv sau, nrog rau cov khoom muag ntau dhau ntawm peb cov khoom pom zoo," Kress hais rau MarketWatch hauv kev xam phaj tom qab cov kws tshuaj ntsuam hu. "Yog li ntawd, peb tab tom ua haujlwm nrog [cov neeg siv khoom] kom tau txais qhov muag los ntawm. Peb tau ua tiav hauv peb lub hlis twg no kom txo cov khoom lag luam qib qis qis mus rau qhov qub. "

Kress tau hais tias "Thaum lawv muaj cov khoom muag qis dua, txhua tus zoo siab, thiab peb tuaj yeem muag tau ntxiv rau lawv," Kress tau hais.

Nyeem: Nvidia's gambit los cawm Tuam Tshoj cov ntaub ntawv-chaw muag khoom, kev ua lag luam-daim npav ua lag luam nug mus rau hauv cov nyiaj tau los

Ntawm kev hu, Kress tau hais tias lub tuam txhab pib xa nws H100 Hopper cov ntaub ntawv-chaw khoom hauv peb lub hlis twg, thiab cov txheej txheem hauv paus los ntawm Dell Technologies Inc.
DELL,
-2.76%,
Hewlett-Packard Enterprise Co., Ltd.
HPE,
-1.81%,
Lenovo
992,
-1.49%,
thiab Super Micro Computer Inc.
SMCI,
-5.43%
yuav muaj pib lub hlis no.

"Nyob rau xyoo tom ntej, thawj H100 huab cua huab cua yuav muaj nyob rau ntawm Amazon
AMZN,
-1.84%
Web Services hauv zos huab, Microsoft
MSFT,
+ 0.18%
Azure, thiab Oracle
ORCL,
+ 0.90%
huab infrastructure, "Kress hais.

Rau lub quarter thib plaub, Nvidia kwv yees cov nyiaj tau los ntawm $ 5.88 billion rau $ 6.12 billion, thaum cov kws tshuaj ntsuam xyuas los ntawm FactSet, qhov nruab nrab, tau kwv yees cov nyiaj tau los ntawm 76 xees ib feem ntawm cov nyiaj tau los ntawm $ 6.07 billion.

Maribel Lopez, tus thawj kws tshuaj ntsuam ntawm Lopez Research, hais rau MarketWatch hauv email hais tias "Nws yog lwm zaj dab neeg ntawm 'Tale ntawm Ob Lub Nroog' zaj dab neeg. "Kev ua si thiab PCs thiab Tuam Tshoj poob qis. Nyob rau sab ntxeev, cov ntaub ntawv chaw yog tuav nyob rau hauv lub ntsej muag ntawm cutbacks thiab Tuam Tshoj.

"Lub sijhawm no, muaj qhov ntev ntev ntawm AI cov haujlwm uas yuav tsim kev rov qab los rau kev loj hlob, tab sis nws yuav siv sijhawm ntau lub hlis," Lopez tau hais. "Qhov teeb meem rau Nvidia yog lub sijhawm luv luv, ob peb lub hlis tom ntej yuav nyuaj. Cov neeg lag luam yuav tsum tau saib ntev dua, zoo ib yam li qhov xav tau nrog Intel. "

PC muag tau pom lawv qhov kev poob qis tshaj plaws txij li thaum cov ntaub ntawv tau pib sau nyob rau hauv 1990s tom qab ib tug ob-xyoos surge, thiab kev siv ntawm videogames thiab iav rau lawv kuj tau rov qab los rau lub ntiaj teb. Nyob rau tib lub sijhawm, tee hauv cov nqi cryptocurrency tau ua rau crypto mining tsis muaj txiaj ntsig; Nvidia daim npav tau siv dav rau kuv rau Ethereum 
ETHUSD, UA
+ 0.16%
 thiab lwm cov teejtug digital.

Nvidia tau txo nws qhov kev pom zoo txhua xyoo, qee zaum ob zaug hauv ib lub hlis twg.

Ua ntej lub Yim Hli, Nvidia ceeb toom txog $ 1.4 nphom nyiaj tau los tsis txaus vim kev muag khoom tsis muaj zog. Qhov ntawd yog nyob rau sab saum toj ntawm $ 500 lab Nvidia rub los ntawm nws cov nyiaj tau los hauv peb lub hlis thib ob kwv yees vim yog COVID kev kaw haujlwm hauv Suav teb thiab kev ua tsov rog hauv Ukraine.

Tom qab ntawd, cov kws tshuaj ntsuam tau hloov kho lawv qhov kev kwv yees, daws qhov kev pom zoo ntawm $ 5.78 nphom rau peb lub hlis twg, los txog. ze heev rau $ 5.57 billion AMD tshaj tawm rau nws lub quarter thib peb. Lub sijhawm kawg AMD tau nce Nvidia hauv peb lub hlis twg cov nyiaj tau los yog lub quarter thib peb ntawm 2014, thaum AMD tshaj tawm kev muag khoom ntawm $ 1.43 billion thiab Nvidia tshaj tawm $ 1.23 billion, raws li FactSet cov ntaub ntawv.

Hauv lub xyoo, Nvidia shares tau poob 46%. Hauv kev sib piv, PHLX Semiconductor Index 
SOX,
-4.26%
yog poob 32% xyoo rau hnub tim, S&P 500 Performance index 
SPX,
-0.83%
poob 17%, thiab Nasdaq Composite Index
COMP,
-10.23%
yog tawm mus 29%.