What are the stocks related to the “next wave” of AI? Semiconductors have risen due to NVIDIA CEO's statement! What did Mr. Juan talk about at the big event before the split?
The split is being scheduled for this weekend (*) $NVIDIA (NVDA.US)$ ofJenson Huang CEOPrior to the opening of the Taipei International Computer Fair (Computex)Keynote speech on June 2ndI did it.Next day, 6/3, NVIDIA shares rose 4.9%Then,All major supplier brands were also bought。
It was a lecture that spanned about 2 hours,What did CEO Juan say。In addition to the details, check out the companies involved in the “next wave” of AI that Mr. Huang emphasizedI tried it.
*NVIDIA announced that it would split 1 share into 10 shares when financial results were announced in late May. The last day to grant rights is scheduled for 6/7 (local time, same as below), and the date of revocation of rights is scheduled for 6/10.
● “A new era of computing has begun”, “The next industrial revolution has begun”
“All data centers will be accelerated (by AI accelerators or AI chips) in the near future,” and “generative AI will run on a cloud somewhere in almost every interaction with the internet or computer.”
● “The more you buy, the more you save (you can save more)”
“This is because 100 times faster and 3 times more power can be achieved at just 1.5 times the cost.”
“This is because 100 times faster and 3 times more power can be achieved at just 1.5 times the cost.”
● “NVIDIA's CUDA product line opens up new markets”
CUDA is an NVIDIA software development platform that can perform high-performance computations. NVIDIA's AI semiconductors are strong not only because of GPUs, but also because of the software “CUDA” for using GPUs.
★ “AI Factory: A New Industrial Revolution”
“Right now, we are at the beginning of something very important. We are nowReaching the age of generative AI, not the age of AII did it.A new industrial revolutionbyAn AI factory, a new factory that produces new products (commodities) for all industries, is bornI did it. With AI factories, the IT industry on a scale of 3 trillion dollars is trying to create something that can directly contribute to an industry on the scale of 100 trillion dollars.”
“Right now, we are at the beginning of something very important. We are nowReaching the age of generative AI, not the age of AII did it.A new industrial revolutionbyAn AI factory, a new factory that produces new products (commodities) for all industries, is bornI did it. With AI factories, the IT industry on a scale of 3 trillion dollars is trying to create something that can directly contribute to an industry on the scale of 100 trillion dollars.”
● “Our company operates on a 1-year cycle”
(Plans announced to accelerate the AI semiconductor roadmap on a 1-year cycle)
(Plans announced to accelerate the AI semiconductor roadmap on a 1-year cycle)
After introducing the latest AI semiconductor Blackwell, which was announced in March this year, CEO Juan revealed plans to upgrade AI accelerators every year, saying that future product pipelines are abundant.
It was announced that they are developing a Blackwell Ultra chip in 2025 and a next-generation platform called Rubin in 2026.
It is said that the plan is to introduce new products every year not only GPUs, but also across the entire data center hardware stack, including CPUs, NVLINK, SWITCH, etc.
It once again showed an attitude of maintaining a dominant position in the industry and unrivaled by other companies。
★ “The 'next wave' of AI is physical AI”
Physical AI is a model that understands instructions in the real world and can autonomously execute complex tasks.
AI robot：Build a robot equipped with physical AITo do this, 3 computers are required (introduced in the video material).
1)Nvidia AI supercomputer(for training models)
2)Nvidia Jetson Orin and next-generation Jetson Thor robotic supercomputers(for running models)
3）Nvidia Omniverse(For learning and honing skills in a simulated robot world)
CEO Juan: I meanThe robot factory is designed with 3 computers trained with NVIDIA's AI。
1)Nvidia AI supercomputer(for training models)
2)Nvidia Jetson Orin and next-generation Jetson Thor robotic supercomputers(for running models)
3）Nvidia Omniverse(For learning and honing skills in a simulated robot world)
CEO Juan: I meanThe robot factory is designed with 3 computers trained with NVIDIA's AI。
★ What are AI robot-related stocks?
CEO Juan is NVIDIA'sAI robot platformAre Nvidia Isaac Manipulator and Nvidia OmniverseConnected to Siemens (German company)Assuming that, he said that the partnership with Siemens is amazing. They (NVIDIA's AI robots)I work in factories around the world. Companies involved in the operation include ABB (Swiss company) and $YASKAWA Electric (6506.JP)$ 、 $Fanuc (6954.JP)$ Techman Robot (Taiwanese company) was listed.
CEO Juan is NVIDIA'sAI robot platformAre Nvidia Isaac Manipulator and Nvidia OmniverseConnected to Siemens (German company)Assuming that, he said that the partnership with Siemens is amazing. They (NVIDIA's AI robots)I work in factories around the world. Companies involved in the operation include ABB (Swiss company) and $YASKAWA Electric (6506.JP)$ 、 $Fanuc (6954.JP)$ Techman Robot (Taiwanese company) was listed.
At the same time,”Our ISSAC is used for research, development, and production of tens of millions of AI-based autonomous machines and robots, including industrial robot arms and humanoids. At the same time, it expressed the view that “all factories will be robotized” in the future. The “favorite brand” related to the “next wave” of AI is probably none other than NVIDIA.
Note, alreadyCompanies that have adopted NVIDIA's AI robot platformare as follows. There are also many Taiwanese companies and unlisted companies.
Guangyun Machinery Engineering (Taiwan) (6125), Foxconn (Taiwan) (2317), ArcBest (US) (ARCB), BYD Electronics (medium) (285), IdealWorks (develops autonomous driving solutions in logistics under the umbrella of the BMW Group), Intrinsic (software development company for industrial robots launched by Google's parent company Alphabet), Solomon Technology (Taiwan) (2359), Techman robot (Taiwanese company), $Teradyne (TER.US)$ etc.
In the “warehouse ecosystem” PowerPoint material used when taking the example of Guangyun Machinery Engineering (Taiwan), in addition to Taiwanese companies, the companies involved include Yaskawa Electric and $Autodesk (ADSK.US)$It has been shown that there is.
●Autonomous driving and humanoid robots
CEO Juan pointed out that the fields that mass-produce products related to robotics are autonomous driving and humanoid robots. In the autonomous driving field, it was revealed that “NVIDIA will begin production with Mercedes-Benz fleets (vehicles) next year, and production will begin with the JLR (Jaguar Land Rover Automotive) fleet in 2026.” It is said that humanoid robots are also being developed, and they commented that there will be a lot of progress in this field in the future.
Overall, it seems that the following can be said.
1)The “next wave” of AI is physical AIthat's it. In physical AI,What is the “favorite brand”After all, it's none other $NVIDIA (NVDA.US)$ Let's be.
2)Introduction of AI robots in physical AIIt's already progressing. therewithThere are so many Taiwanese companies involvedHowever, most of them are only listed on the Taiwan market. To those companiesAlternative ways to investAs, $iShares MSCI Taiwan ETF (EWT.US)$ There is a way to use it.
3) As described in NVIDIA's PowerPoint materialsListed companies in the US and Japan involved in physical AIIt has $Autodesk (ADSK.US)$ Ya $Teradyne (TER.US)$ 、 $YASKAWA Electric (6506.JP)$There are things like that. Although not as much as NVIDIA, these companies will also benefit from the expansion of physical AI adoption.
Created 6/4/24 Market Analyst Amelia
Source: Company materials and created by MooMoo Securities from Bloomberg
Source: Company materials and created by MooMoo Securities from Bloomberg
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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182534118 : Want to go all in
湯川学 182534118 : I agree, but I was able to talk so much that I think the other way around lol