Nvidia Corporation (NASDAQ:NVDA) is expediting the certification process of Samsung Electronic Co.'s (OTC:SSNLF) AI memory chips.
What Happened: This information was confirmed by Nvidia's CEO, Jensen Huang, at an event at the Hong Kong University of Science and Technology on Saturday, reported Bloomberg.
Huang said that Nvidia is evaluating both 8-high and 12-high HBM3E offerings from Samsung.
Notably, the Nvidia CEO did not include Samsung in the list of major partners he mentioned during a post-earnings call with analysts earlier this week.
At that time, Huang highlighted the impressive list of partners including Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Amphenol (NYSE:APH), SK Hynix (OTC:HXSCF), Foxconn, Micron Technology Inc. (NYSE:MU), and Dell Technologies (NYSE:DELL).
Nvidia reported third-quarter revenue of $35.1 billion, a 94% increase year-over-year, surpassing the Street consensus estimate of $33.12 billion, according to data from Benzinga Pro.
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Why It Matters: This development follows Nvidia's initial approval of Samsung's fourth-generation high bandwidth memory in July.
This marked the first time Nvidia approved the use of Samsung's HBM3 chips, albeit for a less advanced Nvidia graphics processing unit (GPU), the H20, specifically designed for the Chinese market.
However, Samsung's delay in obtaining Nvidia's certification for AI memory chips has given competitors SK Hynix and Micron an edge in the high-bandwidth memory market.
Nvidia's new Blackwell AI chips are reportedly facing overheating problems. When asked about it during the earnings call, Huang sidestepped the question and instead highlighted that the supply levels surpassed initial expectations.
Nvidia's CFO, Colette Kress, also said the company shipped 13,000 GPU samples in the third quarter, including one of the first Blackwell DGX samples to OpenAI.
"Blackwell demand is staggering, and we are racing to scale supply to meet the incredible demand customers are placing on us," Kress stated during the call.
Price Action: Nvidia shares dropped 3.22% on Friday, closing at $141.95, and saw a further decline of 0.13% in after-hours trading, reaching $141.77 as of the latest update, according to Benzinga Pro data.
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Nvidia Corporation (NASDAQ:NVDA) 正在加快三星电子公司 (OTC:SSNLF) AI 内存芯片的认证流程。
发生了什么：彭博社报道，英伟达首席执行官黄延森周六在香港科技大学的一次活动中证实了这一信息。
黄说，英伟达正在评估三星推出的8高和12高的 HBM3E 产品。
值得注意的是，英伟达首席执行官在本周早些时候与分析师的财报后电话会议上没有将三星列入他提到的主要合作伙伴名单。
当时，黄强调了令人印象深刻的合作伙伴名单，包括台湾半导体制造有限公司（纽约证券交易所代码：TSM）、安费诺（纽约证券交易所代码：APH）、海力士（场外交易代码：HXSCF）、富士康、美光科技公司（纽约证券交易所代码：MU）和戴尔科技（纽约证券交易所代码：DELL）。
根据Benzinga Pro的数据，英伟达公布的第三季度收入为351亿美元，同比增长94％，超过了华尔街普遍估计的331.2亿美元。
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为何重要：这一发展是在Nvidia于7月首次批准三星第四代高带宽存储器之后取得的。
这标志着英伟达首次批准使用三星的HBM3芯片，尽管是专门为中国市场设计的Nvidia图形处理单元（GPU），即H20。
但是，三星延迟获得Nvidia的人工智能存储芯片认证，这使竞争对手海力士和美光在高带宽存储器市场上占据了优势。
据报道，英伟达的新款布莱克韦尔人工智能芯片面临过热问题。在财报电话会议上被问及这个问题时，黄回避了这个问题，而是强调供应水平超出了最初的预期。
英伟达首席财务官科莱特·克雷斯还表示，该公司在第三季度出货了13,000个GPU样品，其中包括布莱克韦尔首批向OpenAI提供的DGX样品之一。
克雷斯在电话会议上表示：“布莱克韦尔的需求惊人，我们正在竞相扩大供应规模，以满足客户对我们的巨大需求。”
价格走势：根据Benzinga Pro的数据，英伟达股价周五下跌3.22％，收于141.95美元，盘后交易进一步下跌0.13％，截至最新更新时达到141.77美元。
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