“NVIDIA's outlook and stock price analysis”

Now, let's take a closer look at recent stock prices. (Image 2 below) After setting a high price of 974 dollars on 3/8, between $830 (blue horizontal line in the chart)Range marketIt has become.

　974 dollars is 146,000 yen or more when converted to Japanese yen (assuming 1 US dollar = 150 yen). Since NVIDIA's stock price had become too high, there was an expectation among some investors that the stock would be split and the stock price would be easy to buy. actuallyIf stocks are split, the stock price will be at a price that is easy to buy, so the stock price will rise againRight.

　As I'll explain laterThere is material for NVIDIA's stock price to rise.We believe that there is a high possibility that the company's stock price will rise again when the expected new products are concretized, such as commercialization, or when good performance is achieved.

　Mr. Jason Huang, the founder and CEO of NVIDIA, gave a keynote speech during the annual tech conference “GTC2024,” which was held for 4 days from March 18 last year.

　What attracted particular attention during that lecture wasA new architecture named “Blackwell” (a component of basic development)That's it. As a result, the next generation chip group called the “B200” is the first to be commercialized. According to materials measured by the company and Mr. Hwang's explanation, this device is compared to the “H100” currently in circulationReasoning performance is a whopping 15 timesIt is, and what's moreElectricity consumption is about a quarterIt is said that it will become. This new product groupIt is scheduled to be sold sequentially from the second half of this yearSo, it is likely that production will begin soon.

　If this new chip is used in data center servers, there is a high possibility that power consumption will be greatly reduced compared to the past. In addition to that, it has been explained that large-scale simulations such as those performed on supercomputers until now can be performed with this device.

　Some famous semiconductor manufacturers have indicated that they are rushing to develop GPUs, which NVIDIA excels at. GPU is an abbreviation for Graphics Processing Unit, and it is an arithmetic element with an excellent structure for parallel processing specialized for performing high-speed computations such as image processing. However, it would be difficult for even major semiconductor companies to quickly catch up with NVIDIA, which has sent out many GPUs to the world so far.

　Furthermore, in the lecture, there was an explanation about cooperation with automobiles. As an example, it seems that they are developing an automobile computer called NVIDIA DRIVE Thor that applies “Blackwell.” According to his explanation, the system runs large-scale language models in the car, making it possible to understand and speak with humans in natural language. On the NVIDIA website, there are photos showing concept cars such as Benz and Volvo at the conference.

Furthermore, electric vehicle manufacturer BYD announced that it will adopt DRIVE Thor as future AI. Furthermore, it is said that the company will apply NVIDIA's AI infrastructure to cloud-based AI to production management, etc.