Kimihiko
commented on a stock · Oct 2, 2024 07:55
Nvidia to announce the cancellation of the development of the GB200 NVL36*2 Dual Rack 72 GPU: Analyst
On Tuesday, Minchi Kuo, an analyst at TF International Securities, mentioned NVIDIA (NASDAQ: NVDA stated that it has discontinued the development of the GB200 NVL36*2 Dual Rack 72 GPU.The stock price fell by 3.5% in the late morning trading."In the future, unless there are customized requirements, Nvidia will offer only the single-rack version of GB200 NVL72 (referred to as NVL72), and will discontinue the dual-rack version (NVL36*2)," Mr. Kuo stated.He mentioned in a blog post."The single-rack GB200 NVL36 (referred to as NVL36) will maintain its original development and shipping plans."This move does not affect artificial intelligence or NVIDIA's long-term trends, but it raises questions about the company's and supply chain's execution capabilities, Mr. Kuo added."NVIDIA frequently changing its AI server product roadmaps reflects the company's efforts to achieve a better balance between supply chain execution, competitive advantage, and customer demand under limited resources (the discontinuation of NVL36*2 development being one example)," explained Mr. Kuo. "While this is a positive development and demonstrates NVIDIA's more practical approach to product planning, this transition may lead to some market participants being confused regarding supply chain changes."
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トクリン : Is that why the stock price dropped?
Kimihiko OP トクリン : The company is refraining from comments.