Nvidia Corp. ntsib qhov teeb meem ntau dua ib puag ncig los ntawm lub sijhawm dhau los nws tau tshaj tawm lub tshiab nti architecture thaum nws mus txog qhov kev tshaj tawm tshiab.
Ua ntej ntawm qhov kev tshwm sim, txawm li cas los xij, Nvidia tau tsaws hauv kev ua si nyuaj, nrog kev xav tau thoob ntiaj teb kev poob qis nws cov nqi Tshuag los ntawm ib nrab txog rau lub xyoo no. Lub tuam txhab nyuam qhuav coj ib $ 1.22 billion tus nqi khoom muag raws li nws nrhiav kom tshem tawm cov khoom qub qub ua ntej tso tawm.
Nyeem: Nvidia kev muag khoom kwv yees poob txog $ 1 nphom luv ntawm kev cia siab, Tshuag poob
Ampere tau tshaj tawm txog ob lub hlis mus rau COVID-19 kis thoob qhov txhia chaw ntawm qhov kev thov muaj zog rau daim npav twv txiaj uas xa cov khoom lag luam mus rau 122% nce hauv 2020, piv nrog 51% nce ntawm PHLX Semiconductor Index.
SOX,
+ 0.53%.
Tam sim no, Nvidia tab tom tso rau hauv ib puag ncig thaum qhov kev thov kev ua si tau poob thaum lub sij hawm cov neeg siv khoom tech poob qis, thiab cov Tshuag tau poob 55% xyoo rau hnub tim, piv nrog 35% poob ntawm SOX index.
Nyeem: Chip stocks tuaj yeem poob ntxiv 25% raws li 'peb tab tom nkag mus rau qhov kev poob qis tshaj plaws hauv ib xyoo caum,' tus kws tshuaj ntsuam hais tias
Nws yog qhov poob qis hauv kev xav tau thiab cov teeb meem ntawm cov khoom lag luam uas tau pab txhawb nqa cov ntaub ntawv-chaw ua haujlwm los ua Nvidia lub tsev loj tshaj plaws nrog $ 3.81 nphom hauv peb lub hlis twg cov nyiaj tau los, nce ntawm 61% xyoo dhau los, piv rau 33% poob hauv kev muag khoom muag rau $ 2.04 billion los ntawm ib xyoos dhau los, raws li lub tuam txhab cov nyiaj tau los tsis ntev los no.
Nyeem: Nvidia qhov rov pib dua loj muaj cov kws tshuaj ntsuam xav paub seb lub tuam txhab puas tam sim no nyob rau hauv qhov tseeb
"Ua raws li daim ntawv tshaj tawm Lub Xya Hli Lub Xya Hli thiab kev tshaj tawm tsis ntev los no nyob ib puag ncig Tuam Tshoj kev tso cai txwv tsis pub dhau AI suav platforms, kev xav nyob ib puag ncig Nvidia tsis yog qhov xav tsis thoob yuav tsum ceev faj," Raymond James tus kws tshuaj ntsuam xyuas Melissa Fairbanks tau sau hauv tsab ntawv tsis ntev los no.
"Tshwj xeeb, cov khoom lag luam tshem tawm ntawm 3000-series GPUs txuas ntxiv cuam tshuam cov nqi xaj hnyav, thiab tuaj yeem nqa mus rau 4000-series tso tawm," Fairbanks tau hais. "Cov neeg muab khoom lag luam qhia tias qhov tseeb ntim ramp yuav yog me ntsis muted dua piv rau ib txwm tso tawm.
Citi Research tus kws tshuaj ntsuam xyuas Atif Malik, uas muaj kev yuav khoom ntawm Nvidia, tau hais tias nws cia siab tias lub Kaum Hli muaj nyob rau Lovelace-based gaming chips, uas tau tshaj tawm ob zaug sai li Ampere gaming cards.
Nyeem: Nvidia's 'China Syndrome': Puas yog cov khoom lag luam melting?
Raws li rau cov ntaub ntawv-chaw, Malik tau hais tias Wall Street xav tias yuav qeeb hauv cov ntaub ntawv-chaw loj hlob mus txog lub Plaub Hlis-kawg lub quarter. Tsis ntev los no, Tom lub Hardware taw qhia tias Nvidia's "Hopper" H100 GPU tau sim ua ntau dua 4.5 npaug sai dua nws tus kheej A100, hais txog cov ntaub ntawv los ntawm machine-learning benchmark group MLCommons.
Thaum Malik tsis xav tias yuav hloov kho nyiaj txiag ntxiv, nws cia siab tias kev muag khoom muag rau lub Kaum Hli-kawg lub quarter yuav tsum qis qis dua Txoj Kev pom zoo ntawm $ 1.45 billion thiab nyob rau hauv kab nrog $ 3.85 billion kev pom zoo rau cov ntaub ntawv muag khoom.
Malik tseem tau hais tias nws yuav saib xyuas "txoj hauv kev ntawm kev muag khoom rov qab los ntawm kev ua si, thiab hloov kho cov peev txheej poob ntawm $ 400 lab hauv kev kwv yees nyiaj tau los vim yog Tuam Tshoj COVID txwv."
Thaum lub caij nplooj zeeg xyoo tas los GTC keynote, Huang tau tshaj tawm cov cuab yeej tshiab los nthuav Nvidia's Omniverse platform kom suav nrog kev sib tham AI avatars thiab cov ntaub ntawv cav los cob qhia sib sib zog nqus neural network. Xyoo no lub rooj sib tham kav mus txog rau hnub Thursday thiab yog qhib rau pej xeem hauv online.
Nvidia tab tom yuav tshaj tawm loj thaum lub sijhawm nyuaj
Nvidia Corp. ntsib qhov teeb meem ntau dua ib puag ncig los ntawm lub sijhawm dhau los nws tau tshaj tawm lub tshiab nti architecture thaum nws mus txog qhov kev tshaj tawm tshiab.
Nvidia
+ 2.08%
NVDA,
ncaws tawm nws lub caij nplooj zeeg GTC kev tshwm sim rau hnub Monday, nrog Thawj Tswj Hwm Jensen Huang tau teem sijhawm los hais lus tseem ceeb rau hnub Tuesday sawv ntxov thaum 11 teev sawv ntxov Eastern. Nyob rau tib qhov xwm txheej thaum lub Tsib Hlis 2020, Huang nthuav tawm tshiab nti architecture hauv Ampere, thiab tus kws tshuaj ntsuam xav tias nws yuav siv qhov kev tshwm sim xyoo no los nthuav tawm lub tuam txhab lub cim tshiab chip architecture code-named "Lovelace," tom qab xyoo pua 19th English mathematician Ada Hlub Koj, feem ntau suav tias yog lub ntiaj teb thawj lub khoos phis tawj programmer rau nws txoj haujlwm ntawm Charles Babbage's theoretical Analytical Engine.
Ua ntej ntawm qhov kev tshwm sim, txawm li cas los xij, Nvidia tau tsaws hauv kev ua si nyuaj, nrog kev xav tau thoob ntiaj teb kev poob qis nws cov nqi Tshuag los ntawm ib nrab txog rau lub xyoo no. Lub tuam txhab nyuam qhuav coj ib $ 1.22 billion tus nqi khoom muag raws li nws nrhiav kom tshem tawm cov khoom qub qub ua ntej tso tawm.
Nyeem: Nvidia kev muag khoom kwv yees poob txog $ 1 nphom luv ntawm kev cia siab, Tshuag poob
Ampere tau tshaj tawm txog ob lub hlis mus rau COVID-19 kis thoob qhov txhia chaw ntawm qhov kev thov muaj zog rau daim npav twv txiaj uas xa cov khoom lag luam mus rau 122% nce hauv 2020, piv nrog 51% nce ntawm PHLX Semiconductor Index.
+ 0.53% .
SOX,
Tam sim no, Nvidia tab tom tso rau hauv ib puag ncig thaum qhov kev thov kev ua si tau poob thaum lub sij hawm cov neeg siv khoom tech poob qis, thiab cov Tshuag tau poob 55% xyoo rau hnub tim, piv nrog 35% poob ntawm SOX index.
Nyeem: Chip stocks tuaj yeem poob ntxiv 25% raws li 'peb tab tom nkag mus rau qhov kev poob qis tshaj plaws hauv ib xyoo caum,' tus kws tshuaj ntsuam hais tias
Nws yog qhov poob qis hauv kev xav tau thiab cov teeb meem ntawm cov khoom lag luam uas tau pab txhawb nqa cov ntaub ntawv-chaw ua haujlwm los ua Nvidia lub tsev loj tshaj plaws nrog $ 3.81 nphom hauv peb lub hlis twg cov nyiaj tau los, nce ntawm 61% xyoo dhau los, piv rau 33% poob hauv kev muag khoom muag rau $ 2.04 billion los ntawm ib xyoos dhau los, raws li lub tuam txhab cov nyiaj tau los tsis ntev los no.
Nyeem: Nvidia qhov rov pib dua loj muaj cov kws tshuaj ntsuam xav paub seb lub tuam txhab puas tam sim no nyob rau hauv qhov tseeb
"Ua raws li daim ntawv tshaj tawm Lub Xya Hli Lub Xya Hli thiab kev tshaj tawm tsis ntev los no nyob ib puag ncig Tuam Tshoj kev tso cai txwv tsis pub dhau AI suav platforms, kev xav nyob ib puag ncig Nvidia tsis yog qhov xav tsis thoob yuav tsum ceev faj," Raymond James tus kws tshuaj ntsuam xyuas Melissa Fairbanks tau sau hauv tsab ntawv tsis ntev los no.
"Tshwj xeeb, cov khoom lag luam tshem tawm ntawm 3000-series GPUs txuas ntxiv cuam tshuam cov nqi xaj hnyav, thiab tuaj yeem nqa mus rau 4000-series tso tawm," Fairbanks tau hais. "Cov neeg muab khoom lag luam qhia tias qhov tseeb ntim ramp yuav yog me ntsis muted dua piv rau ib txwm tso tawm.
Citi Research tus kws tshuaj ntsuam xyuas Atif Malik, uas muaj kev yuav khoom ntawm Nvidia, tau hais tias nws cia siab tias lub Kaum Hli muaj nyob rau Lovelace-based gaming chips, uas tau tshaj tawm ob zaug sai li Ampere gaming cards.
Nyeem: Nvidia's 'China Syndrome': Puas yog cov khoom lag luam melting?
Raws li rau cov ntaub ntawv-chaw, Malik tau hais tias Wall Street xav tias yuav qeeb hauv cov ntaub ntawv-chaw loj hlob mus txog lub Plaub Hlis-kawg lub quarter. Tsis ntev los no, Tom lub Hardware taw qhia tias Nvidia's "Hopper" H100 GPU tau sim ua ntau dua 4.5 npaug sai dua nws tus kheej A100, hais txog cov ntaub ntawv los ntawm machine-learning benchmark group MLCommons.
Thaum Malik tsis xav tias yuav hloov kho nyiaj txiag ntxiv, nws cia siab tias kev muag khoom muag rau lub Kaum Hli-kawg lub quarter yuav tsum qis qis dua Txoj Kev pom zoo ntawm $ 1.45 billion thiab nyob rau hauv kab nrog $ 3.85 billion kev pom zoo rau cov ntaub ntawv muag khoom.
Malik tseem tau hais tias nws yuav saib xyuas "txoj hauv kev ntawm kev muag khoom rov qab los ntawm kev ua si, thiab hloov kho cov peev txheej poob ntawm $ 400 lab hauv kev kwv yees nyiaj tau los vim yog Tuam Tshoj COVID txwv."
Thaum lub caij nplooj zeeg xyoo tas los GTC keynote, Huang tau tshaj tawm cov cuab yeej tshiab los nthuav Nvidia's Omniverse platform kom suav nrog kev sib tham AI avatars thiab cov ntaub ntawv cav los cob qhia sib sib zog nqus neural network. Xyoo no lub rooj sib tham kav mus txog rau hnub Thursday thiab yog qhib rau pej xeem hauv online.
Tau qhov twg los: https://www.marketwatch.com/story/nvidia-is-about-to-make-a-big-announcement-during-a-difficult-time-11663368850?siteid=yhoof2&yptr=yahoo