A really high-quality interview with a Former$英偉達(NVDA.US)$Director on $NVDA's moat and the AI semi-industry. A must read: 1. $NVDA is not just a GPU. The real moat is in writing custom CUDA code to make the models run faster, using both the GPUs and the networking, and combining both. According to him, $NVDA can reduce computation time by almost 50% compared to its competitors. This edge was formed when $NVDA bought Mellanox, a networking company. 2. The reason why$谷歌-A(GOOGL.US)$doesn't r...
英偉達股票討論
1. $NVDA is not just a GPU. The real moat is in writing custom CUDA code to make the models run faster, using both the GPUs and the networking, and combining both. According to him, $NVDA can reduce computation time by almost 50% compared to its competitors. This edge was formed when $NVDA bought Mellanox, a networking company.
2. The reason why $谷歌-A(GOOGL.US)$ doesn't r...
作為關鍵芯片的獨家供應商 $蘋果(AAPL.US)$ 和 $英偉達(NVDA.US)$,台積公司已經成為一家公司
AI ==> 是的,我知道有關 NVIDIA AI 芯片市場前景的消息以及分析師的顯著目標價格上漲的消息。具體來說,KeyBanc 分析師約翰·榮將 NVIDIA 的目標價格從 130 美元提高到 180 美元,因為對布萊克威爾產品線,尤其是 GB200 NVL72 系統的需求強烈。預計該系統將在 2025 年成為主流,預測表明 NVIDIA 的數據中心收入可能會超過...
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