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."
週三，英偉達公司(NASDAQ: NVDA)的首席執行官黃仁勳表示，公司下一代Blackwell gpu平台的需求「瘋狂」。
What Happened: Huang was on CNBC's Closing Bell Overtime, alongside Julie Sweet, CEO of Accenture, to discuss their expanded partnership.
事件經過: 黃仁勳與埃森哲公司首席執行官朱莉·斯威特一同出席CNBC的《收盤鈴聲》加班時段，討論他們的擴展合作伙伴關係。
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."
在談話過程中，他確認Blackwell正在全面生產，並按計劃推進。黃仁勳在三月介紹Blackwell時稱其爲「生成式人工智能時代的處理器」。
"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."
他在節目中表示，「Blackwell正在全面生產，Blackwell按計劃進行，對Blackwell的需求瘋狂」，並補充說，「每個人都想要最多，每個人都想要第一。」
"The demand for Blackwell is insane" @Nvidia CEO Jensen Huang gives @jonfortt an update on the company's upcoming chip platforms.$NVDA pic.twitter.com/WcIFeHJEJs
— CNBCOvertime (@CNBCOvertime) October 2, 2024
「對Blackwell的需求瘋狂」 @英偉達首席執行官黃仁勳向@jonfortt更新了公司即將推出的芯片平台。$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.
英偉達將在第四季度開始銷售Blackwell產品。預計這些新處理器的性能將是英偉達Hopper芯片的2.5倍，後者是兩年前推出的。
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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芯片平台一直是投資者和分析師感興趣的話題。上個月，英偉達因芯片推出延遲而受到投資者審查。
Despite these concerns, the company expects "several billion dollars" of revenue from Blackwell in its fiscal fourth quarter.
儘管存在這些顧慮，該公司預計其財政第四季度將從Blackwell獲得"數十億美元"的營業收入。
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，黃先生承認，對Blackwell芯片激增的需求導致英偉達一些客戶因供應有限而感到緊張和沮喪。
Having said that, analysts predict a bright future for Nvidia.
分析師預測英偉達有一個輝煌明天。
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首席科技分析師Beth Kindig預測，由於Blackwell芯片的潛力，英偉達的估值可能飆升至$10萬億。
JPMorgan analyst Harlan Sur also asserted that the company is on track for a spectacular fiscal fourth quarter, thanks to the Blackwell GPU platform.
摩根大通分析師Harlan Sur還斷言，由於Blackwell gpu芯片平台的潛力，該公司有望在財政第四季度取得驚人表現。
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Image via Flickr/ Maurizio Pesce
圖片來源於Flickr/ Maurizio Pesce
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