Nvidia CEO Jensen Huang Says Demand For Next-Gen Blackwell GPU Platform Insane: 'Everyone Wants To Have The Most, And Everyone Wants To Be First'
Nvidia CEO Jensen Huang Says Demand For Next-Gen Blackwell GPU Platform Insane: 'Everyone Wants To Have The Most, And Everyone Wants To Be First'
"Blackwell is in full production, Blackwell is as planned, and the demand for Blackwell is insane," he said on the show, adding, "Everyone wants to have the most, and everyone wants to be first."On Wednesday, Jensen Huang, CEO of Nvidia Corporation (NASDAQ:NVDA) said that the demand for the company's next-gen Blackwell GPU platform is "insane."
周三，英伟达公司(NASDAQ: NVDA)的首席执行官黄仁勋表示，公司下一代Blackwell gpu平台的需求“疯狂”。
What Happened: Huang was on CNBC's Closing Bell Overtime, alongside Julie Sweet, CEO of Accenture, to discuss their expanded partnership.
事件经过: 黄仁勋与埃森哲公司首席执行官朱莉·斯威特一同出席CNBC的《收盘铃声》加班时段，讨论他们的扩展合作伙伴关系。
During the conversation, he confirmed that Blackwell is in full production and progressing as planned. Huang introduced Blackwell in March as "a processor for the generative AI era."
在谈话过程中，他确认Blackwell正在全面生产，并按计划推进。黄仁勋在三月介绍Blackwell时称其为“生成式人工智能时代的处理器”。
"Blackwell is in full production, Blackwell is as planned, and the demand for Blackwell is insane," he said on the show, adding, "Everyone wants to have the most, and everyone wants to be first."
他在节目中表示，“Blackwell正在全面生产，Blackwell按计划进行，对Blackwell的需求疯狂”，并补充说，“每个人都想要最多，每个人都想要第一。”
"The demand for Blackwell is insane" @Nvidia CEO Jensen Huang gives @jonfortt an update on the company's upcoming chip platforms.$NVDA pic.twitter.com/WcIFeHJEJs
— CNBCOvertime (@CNBCOvertime) October 2, 2024
“对Blackwell的需求疯狂” @英伟达首席执行官黄仁勋向@jonfortt更新了公司即将推出的芯片平台。$NVDA pic.twitter.com/WcIFeHJEJs
— CNBCOvertime(@CNBCOvertime) 2024年10月2日
Nvidia is set to commence sales of Blackwell products in the fourth quarter. These new processors are expected to deliver 2.5 times the performance of Nvidia's Hopper chips, which were launched two years ago.
英伟达将在第四季度开始销售Blackwell产品。预计这些新处理器的性能将是英伟达Hopper芯片的2.5倍，后者是两年前推出的。
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Why It Matters: The Blackwell chip platform has been a topic of interest among investors and analysts. Last month, Nvidia faced investor scrutiny over delays in the chip's rollout.
Blackwell芯片平台一直是投资者和分析师感兴趣的话题。上个月，英伟达因芯片推出延迟而受到投资者审查。
Despite these concerns, the company expects "several billion dollars" of revenue from Blackwell in its fiscal fourth quarter.
尽管存在这些顾虑，该公司预计其财政第四季度将从Blackwell获得"数十亿美元"的营业收入。
Previously, Huang admitted that the surging demand for Blackwell chips was causing tension and frustration among some of Nvidia's customers due to limited supply.
此前，黄先生承认，对Blackwell芯片激增的需求导致英伟达一些客户因供应有限而感到紧张和沮丧。
Having said that, analysts predict a bright future for Nvidia.
分析师预测英伟达有一个辉煌明天。
Beth Kindig, lead tech analyst at I/O Fund, projected that Nvidia could surge to a $10 trillion valuation, largely due to the potential of the Blackwell chip.
I/O Fund首席科技分析师Beth Kindig预测，由于Blackwell芯片的潜力，英伟达的估值可能飙升至$10万亿。
JPMorgan analyst Harlan Sur also asserted that the company is on track for a spectacular fiscal fourth quarter, thanks to the Blackwell GPU platform.
摩根大通分析师Harlan Sur还断言，由于Blackwell gpu芯片平台的潜力，该公司有望在财政第四季度取得惊人表现。
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Image via Flickr/ Maurizio Pesce
图片来源于Flickr/ Maurizio Pesce
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