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) 正在加快三星電子公司 (OTC:SSNLF) AI 內存芯片的認證流程。
發生了什麼：彭博社報道，英偉達首席執行官黃延森週六在香港科技大學的一次活動中證實了這一信息。
黃說，英偉達正在評估三星推出的8高和12高的 HBM3E 產品。
值得注意的是，英偉達首席執行官在本週早些時候與分析師的業績後電話會議上沒有將三星列入他提到的主要合作伙伴名單。
當時，黃強調了令人印象深刻的合作伙伴名單，包括臺灣半導體制造有限公司（紐約證券交易所代碼：TSM）、安費諾（紐約證券交易所代碼：APH）、海力士（場外交易代碼：HXSCF）、富士康、美光科技公司（紐約證券交易所代碼：MU）和戴爾科技（紐約證券交易所代碼：DELL）。
根據Benzinga Pro的數據，英偉達公佈的第三季度收入爲351億美元，同比增長94％，超過了華爾街普遍估計的331.2億美元。
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爲何重要：這一發展是在Nvidia於7月首次批准三星第四代高帶寬存儲器之後取得的。
這標誌着英偉達首次批准使用三星的HBM3芯片，儘管是專門爲中國市場設計的Nvidia圖形處理單元（GPU），即H20。
但是，三星延遲獲得Nvidia的人工智能存儲芯片認證，這使競爭對手海力士和美光在高帶寬存儲器市場上佔據了優勢。
據報道，英偉達的新款布萊克韋爾人工智能芯片面臨過熱問題。在業績電話會議上被問及這個問題時，黃迴避了這個問題，而是強調供應水平超出了最初的預期。
英偉達首席財務官科萊特·克雷斯還表示，該公司在第三季度出貨了13,000個GPU樣品，其中包括布萊克韋爾首批向OpenAI提供的DGX樣品之一。
克雷斯在電話會議上表示：「布萊克韋爾的需求驚人，我們正在競相擴大供應規模，以滿足客戶對我們的巨大需求。」
價格走勢：根據Benzinga Pro的數據，英偉達股價週五下跌3.22％，收於141.95美元，盤後交易進一步下跌0.13％，截至最新更新時達到141.77美元。
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