Nvidia's Investor Day tau raug ntaus. Uas Tsis Tau Ua Lag Luam Los Ntawm Kev poob.

Ntawv loj

Nvidia
's
hnub cov neeg ua lag luam thiab nws cov kev sib tham tseem ceeb tshaj plaws tau ua rau muaj kev cuam tshuam ntawm Wall Street lub lim tiam no - tab sis qhov ntawd tsis tuaj yeem txwv nws cov khoom lag luam poob rau hnub Wednesday.

Hauv Jensen Huang cov lus tseem ceeb ntawm GTC Lub Rooj Sib Tham rau hnub Tuesday, tus chipmaker tus thawj coj tau hais txog cov phiaj xwm. muab ob npaug rau ntawm kev txawj ntse technology, betting tias nws yuav revolutionize ntau industries. Qhov kev thawb no tau sawv cev thoob plaws Nvidia's (ticker: NVDA) kev tshaj tawm tshiab tshaj plaws ntawm lub computer chips thiab software tsom rau AI kev tsim kho tshiab.

Cov kws tshuaj ntsuam Atif Malik thiab Amanda Scarnati ntawm Citi, qhov twg Nvidia raug ntsuas ntawm Kev Yuav nrog tus nqi ntawm $ 350, tau zoo siab txog GTC, rov lees paub lawv qhov kev txhawb siab ntawm lub tuam txhab thiab hu nws "cov khoom lag luam zoo tshaj plaws 'kev pab tus kheej' ua si hauv 2022. ”

Malik thiab Scarnati nyiam qhov kev tsom mus rau AI uas tau tsav los ntawm omniverse, uas hais txog Nvidia lub hom phiaj hauv kev hloov pauv, lossis lub ntiaj teb virtual, nrog rau kev tsom mus rau kev lag luam.

Hauv tsab ntawv ceeb toom rau hnub Wednesday, cov kws tshuaj ntsuam tau hais tias qhov tseem ceeb ntawm qhov kev tshwm sim suav nrog Grace lub khoos phis tawj ua haujlwm tshiab (CPU) "superchip," uas ua rau ob npaug ntawm kev ua haujlwm thiab lub zog ua haujlwm ntawm cov ntaub ntawv chaw nruab nrab thiab tsim tshwj xeeb rau AI. Qhov tshiab Hopper graphics ua chav tsev (GPU) yog lwm qhov standout, lawv tau hais tias, uas tuaj yeem ntsuas tau los khiav "loj" AI qauv.

Qee qhov $ 11 nphom hauv daim ntawv cog lus hauv kev lag luam tsheb - nce los ntawm $ 8 nphom txog ib xyoos dhau los - nrog rau kev muag khoom muaj zog yog lwm qhov ntxiv, Malik thiab Scarnati tau hais. Lawv kuj tseem hais txog $ 5.2 nphom hauv kev tso cai sib koom yuav rov qab mus txog thaum kawg ntawm lub xyoo.

"Qhov ntawd tau hais tias, peb xav tias gaming card muab khoom vim Tuam Tshoj kaw thiab cuam tshuam los ntawm Russia-Ukraine tsis sib haum xeeb ntawm EU gaming thov tuaj yeem hloov pauv nyob rau lub sijhawm ze," Citi cov kws tshuaj ntsuam tau sau tseg. "Peb cia siab tias cov khoom lag luam tshiab tau tshaj tawm rau lub Cuaj Hli yuav yog lub zog ntxiv rau kev ua lag luam gaming."

Shares hauv Nvidia swb 1% hauv US premarket trading, ntawm txoj kev qhib ntawm tsuas yog siab dua $ 260 ib feem rau hnub Wednesday. Txawm li cas los xij, cov khoom lag luam tau dhau los ua kua muag lig, nce yuav luag 25% los ntawm kev poob qis txhua xyoo thaum pib ntawm lub lim tiam dhau los. 

Cov khoom lag luam tseem nyob hauv thaj chaw kho, nqis qis li 12% xyoo no, nyob rau hauv txoj kab nrog kev muag khoom dav dua hauv kev lag luam thev naus laus zis thaum muaj kev kub ntxhov los ntawm kev nce nyiaj paj, keeb kwm-siab nyiaj txiag, thiab cuam tshuam los ntawm Russia-Ukraine tsov rog.

Sau rau Jack Denton ntawm [email tiv thaiv]