Nvidia Tshuag tau nce 165% hauv 2023 raws li cov tub ua lag luam sawv los rau lub peev xwm ntawm kev txawj ntse.
Nvidia zoo nkaus li qhov chaw zoo tshaj plaws rau AI kev loj hlob raws li cov tuam txhab tso siab rau nws cov cuab yeej siv siab GPUs kom muaj zog chatbots xws li ChatGPT thiab Bard.
Nov yog vim li cas Nvidia tau npaj siab los ua tus thawj coj AI.
Nvidia tsa cov tub ua lag luam rau lub lim tiam dhau los no rau qhov tseeb tias kev txawj ntse txawj ntse yuav yog qhov loj heev - thiab kev lag luam loj heev.
Shares ntawm Nvidia tau nce ntau txog 30% rau hnub Thursday, ntxiv yuav luag $ 200 nphom rau nws cov nqi lag luam tom qab lub tuam txhab tau qhia "puab tsaig poob" cov nyiaj tau los qhia rau nws cov AI-powered GPU chips.
Cov Tshuag tau nce 165% txog tam sim no hauv 2023, thiab qee tus kws tshuaj ntsuam xav tias tseem muaj chaw txaus rau kev loj hlob. Cov kws tshuaj ntsuam Wall Street tau maj nrawm los txhawb lawv lub hom phiaj tus nqi ntawm Nvidia rau hnub Thursday, nrog qee qhov nce siab txog $ 500 ib feem. Cov Tshuag pauv ntawm $ 388.52 hnub Friday yav tav su.
Lub tuam txhab tau ploj mus los ntawm nws qhov tsim tau 30 xyoo dhau los nrog kev tsom mus rau kev ua yeeb yaj kiab video, muag "kicks thiab shovels" hauv AI kub maj.
Nov yog vim li cas Santa Clara, California-based tuam txhab tau rub ua ntej ntawm pob hauv kev sib tw AI caj npab.
“Lub zeem muag tseeb”
"Tau ib xyoo caum dhau los, [CEO] Jensen Huang nkag siab qhov chaw lag luam yuav mus, yog li [Nvidia] nqis peev ntau txhiab daus las hauv tsis yog silicon nkaus xwb, tab sis software," Ted Mortonson, tus kws tshaj lij thev naus laus zis ntawm Baird, hais rau Insider rau hnub Friday. "Thiab Jensen nkag siab qhov chaw ua lag luam mus ua ntej kev lag luam txawm tias ua tiav, yog li nws yog qhov pom tseeb tiag,"
Mortonson tau hais txog qhov ua tiav ntawm Nvidia's H-100 graphic processor unit, uas tau tshaj tawm xyoo tas los.
Raws li Mortonson, H-100 tau ua rau "kev nce siab hauv kev cob qhia, kev xav, qhov tseem ceeb ntawm AI," thiab nws yog cov nti tshwj xeeb uas tso cai rau ChatGPT ua nws qhov loj tshaj plaws thaum lub Kaum Ib Hlis.
Thaum Nvidia muaj cov nti zoo tshaj plaws ntawm tes rau lub zog AI lub peev xwm, nws kuj muaj cov software zoo thiab silicon pawg kom muaj kev sib tw moat ncig nws txoj kev lag luam.
"Lawv muaj tag nrho AI silicon pawg. Thiab cov no yog peb yam. Lawv muaj GPU siab tshaj plaws, lawv muaj kev sib txuas siab tshaj plaws nyob rau hauv silicon, kev nco siab heev, thiab tam sim no lawv tab tom tsim lub CPU tshiab, "Mortonson piav qhia.
Hauv lwm lo lus, Nvidia yog lub khw muag khoom ib qho rau cov tuam txhab lag luam xav tau los tsav lawv cov kev xav tau AI. Lawv tswj hwm lawv cov ecosystem tag nrho, ntawm ob sab hardware thiab software, zoo ib yam li Apple nrog nws cov iPhone thiab iOS system, Mortonson tau hais.
"Thaum koj cobble tag nrho cov khoom no ua ke, nws yog kev sib xyaw ua ke muaj zog AI lub cav. Thiab lawv yog xyoo dhau los ntawm lwm tus, "Mortonson tau hais tias, hais txog Nvidia txoj kev txhim kho software ntawm CUDA, uas yog deb ua ntej ntawm nws qhov kev sib tw ze tshaj plaws.
Morton tau hais tias qhov kev vam meej ntawm lub tuam txhab yog qhov tshwm sim ntawm Huang qhov kev pom, piv nws rau lwm lub cim tech xws li Tesla CEO Elon Musk.
"Lawv cov kev txawj ntse hauv GPUs los ntawm lawv lub zeem muag tau txais lawv mus rau theem ntawm kev ua kom AI dav dav thoob plaws txhua qhov kev lag luam. Yog li qhov no yog tiag tiag los ntawm Jensen txoj kev coj noj coj ua, thiab kuv xav tias nws yuav nqis mus ua ib tus kws tshaj lij thev naus laus zis ntawm peb lub hnub nyoog, nrog rau Elon, "Mortonson hais.
"Nvidia tau pom meej tias yuav yog tus yeej loj tshaj plaws"
Tus kws tshuaj ntsuam xyuas kev ncaj ncees Angelo Zino ntawm CFRA hais rau Insider tias Nvidia tob keeb kwm ntawm GPU kev txawj ntse thiab nws tam sim no tswj hwm ntawm GPU cov ntaub ntawv chaw lag luam txhais tau tias nws yuav txuas ntxiv ua cov pob hauv AI chaw.
"Nvidia tau pom meej tias yuav yog tus yeej loj tshaj plaws hauv peb qhov kev xav. Lawv yog tus tsim khoom ntawm GPUs, tau tsim rov qab rau xyoo 1999. Lawv muaj ntau dua 95% ntawm kev ua lag luam ntawm GPU kev ua lag luam nyob rau hauv cov ntaub ntawv chaw chaw, "Zino hais.
Thaum CPUs, tsim feem ntau los ntawm Intel thiab rau qee qhov AMD, tsis muaj peev xwm tswj tau lub zog ua haujlwm loj tsim nyog los khiav AI, Nvidia's GPUs tuaj yeem ua tau.
"Tau xyoo dhau los, tib neeg tau pom tias cov GPUs no muaj peev xwm los daws qee yam teeb meem nyuaj tshaj plaws ntawm kev suav nyob ntawd ... thiab Huang muaj lub zeem muag ntawm qhov no thaum kawg tshwm sim," Zino hais.
Nws hais ntxiv tias qhov kev thov rau GPUs yuav ua rau muaj kev lag luam loj rau Nvidia los hais txog, thiab tsis yog rau nws txoj kev lag luam tseem ceeb hauv kev ua si thiab cov chaw cov ntaub ntawv, tab sis rau kev tswj hwm tsheb thiab ntau lub tswv yim ntawm lwm cov thev naus laus zis.
"Yuav ua li cas lawv ua haujlwm nrog cov tuam txhab lag luam no tsis muaj nuj nqis thiab yog vim li cas peb xav tias lawv yuav muaj peev xwm ua kom muaj kev lag luam nyob rau sab qaum teb ntawm 90% yav tom ntej," Zino xaus lus.
Nyeem thawj tsab xov xwm ntawm Kev Lag Luam Insider
Tau qhov twg los: https://finance.yahoo.com/news/nvidia-165-2023-heres-why-201500874.html