Nvidia CEO's bomb raises stock bar. Silin Chen October 5, 2024, Saturday, 9:03 PM, 3 minutes read
2006 年に発売された Nvidia の GeForce 8800 チップが、ゲームの風景をどのように変えたかを考えてみてください。ほぼ20年後の今、Nvidiaはまだその進歩をしており、そのBlackwellは人工知能の世界を変えるように設計されています。
Nvidiaの最高経営責任者であるJensen Huangは最近、需要は「非常識だ」と述べた。AWS、Azure、Google Cloudなどの主要なクラウドプロバイダーは、高性能AIワークロードをサポートするために、Blackwellをインフラストラクチャに統合しています。
Nvidia's CEO, Jensen Huang, communicated the next ai chip maker's plans to investors.
On October 2nd, Oracle corp announced as part of a $6.5 billion investment to establish a new public cloud region in Malaysia, they will need 131,072 Nvidia Blackwell GPUs. This is further evidence of the strong demand for advanced AI processing power.
Blackwell, launched by Nvidia in March, is a platform that can execute real-time generated AI with models having trillions of parameters. These large language models are trained on extensive datasets to understand and generate responses in human language.
"Blackwell is in full production," Huang said in an interview with CNBC. "The demand for Blackwell is insane. Everyone wants the most and wants to be the first."
Following an impressive 240% increase in 2023, Nvidia's stock has surged by over 150% this year.
According to analysts at Bernstein, hyper-scale buyers like Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), are expected to spend around $160 billion on AI infrastructure in 2024. The cost of Blackwell is expected to range between $30,000 and $40,000 per unit.
Huang emphasizes the importance of continuous updating of Nvidia's AI infrastructure, with the company releasing new platforms every year. "If we can improve performance as we did with Hopper and Blackwell... it will effectively increase the revenue or throughput of these infrastructure customers by 2 to 3 times each year," added Huang.
Nvidia's financial results are exceeding financial estimates.
Nvidia's latest earnings report further strengthens its strong position in the AI market.
On August 28, the company reported earnings per share of 68 cents, exceeding Wall Street's estimate of 64 cents. Revenue reached $3.004 billion, a 122% increase, surpassing the expected $28.7 billion.
Nvidia is forecasting revenue for this current quarter to be $32.5 billion, an 80% increase from last year.
Related: Veteran traders target Nvidia amid stock decline
Nvidia plans to ship the Blackwell GPU to customers in the fourth quarter of this year, with a consumer release scheduled for 2025. "In the fourth quarter, we plan to ship billions in revenue with Blackwell," said Nvidia's CFO Colette Kress during the August earnings call.
Nvidiaの最高経営責任者であるJensen Huangは最近、需要は「非常識だ」と述べた。AWS、Azure、Google Cloudなどの主要なクラウドプロバイダーは、高性能AIワークロードをサポートするために、Blackwellをインフラストラクチャに統合しています。
Nvidia's CEO, Jensen Huang, communicated the next ai chip maker's plans to investors.
On October 2nd, Oracle corp announced as part of a $6.5 billion investment to establish a new public cloud region in Malaysia, they will need 131,072 Nvidia Blackwell GPUs. This is further evidence of the strong demand for advanced AI processing power.
Blackwell, launched by Nvidia in March, is a platform that can execute real-time generated AI with models having trillions of parameters. These large language models are trained on extensive datasets to understand and generate responses in human language.
"Blackwell is in full production," Huang said in an interview with CNBC. "The demand for Blackwell is insane. Everyone wants the most and wants to be the first."
Following an impressive 240% increase in 2023, Nvidia's stock has surged by over 150% this year.
According to analysts at Bernstein, hyper-scale buyers like Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), are expected to spend around $160 billion on AI infrastructure in 2024. The cost of Blackwell is expected to range between $30,000 and $40,000 per unit.
Huang emphasizes the importance of continuous updating of Nvidia's AI infrastructure, with the company releasing new platforms every year. "If we can improve performance as we did with Hopper and Blackwell... it will effectively increase the revenue or throughput of these infrastructure customers by 2 to 3 times each year," added Huang.
Nvidia's financial results are exceeding financial estimates.
Nvidia's latest earnings report further strengthens its strong position in the AI market.
On August 28, the company reported earnings per share of 68 cents, exceeding Wall Street's estimate of 64 cents. Revenue reached $3.004 billion, a 122% increase, surpassing the expected $28.7 billion.
Nvidia is forecasting revenue for this current quarter to be $32.5 billion, an 80% increase from last year.
Related: Veteran traders target Nvidia amid stock decline
Nvidia plans to ship the Blackwell GPU to customers in the fourth quarter of this year, with a consumer release scheduled for 2025. "In the fourth quarter, we plan to ship billions in revenue with Blackwell," said Nvidia's CFO Colette Kress during the August earnings call.
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Magnificent7 : oracle corp is also aggressive, 130,000 units
40,000 dollars 🟰 5.2 billion dollars 🟰 750 billion yen