此外，英伟达还在展会上表示，未来，NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
During the Q&A session at the "Technology Spring Festival" CES exhibition, NVIDIA clearly pointed out the advantages of GPUs over ASICs.
According to the latest summary report from UBS Group, NVIDIA stated that commercial GPUs have platform advantages, including complete support for hardware and Software, which gives GPUs greater competitiveness globally; in contrast, customized ASICs are limited in application scale and scope as they are only suitable for specific applications.
In addition, NVIDIA also mentioned at the exhibition that in the future, AI will make significant strides in various fields such as Autos and Siasun Robot&Automation, with "physical AI" being the next key area, while quantum computing will not become mainstream technology for at least the next fifteen years.
What are the strengths of GPUs compared to ASICs?
NVIDIA stated that machine learning is the future direction of development, which means that accelerated computing (improving computational efficiency through hardware acceleration) will replace general computing as the direction for future development in the field of computing.
Commercial GPUs, such as NVIDIA's GPUs, are designed as general-purpose hardware for multiple tasks and applications, with strong flexibility and scalability; on the other hand, customized ASICs are tailored for specific tasks, and while they are highly efficient in certain tasks, they lack flexibility and scalability.
Therefore, NVIDIA believes that commercial GPUs have platform advantages, including complete support for hardware and Software, which gives GPUs greater competitiveness globally; in contrast, customized ASICs are limited in application scale and scope as they are only suitable for specific applications.
NVIDIA further stated that in the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and software support will provide Global support in a way that a customized ASIC cannot achieve.
NVIDIA: Robotics technology will be the next key application.
NVIDIA believes that in the future, AI will flourish in multiple fields such as Autos and robotics, with "physical AI" being the next key area, and robotics technology will be the first major application in this realm.
Regarding the automotive sector, NVIDIA stated:
In the future, every car company will need two factories—one for manufacturing Autos and another for developing AI.
As for quantum computing, NVIDIA believes that quantum computing excels in handling small data problems (such as random number generation, encryption, etc.) but performs poorly with Big Data issues. Although the company currently collaborates with most major quantum computing firms, NVIDIA believes that quantum computing will not become mainstream technology for at least the next fifteen years.
UBS Group also maintained NVIDIA's Target Price of $185 per share in the report, which has a 32% upside potential compared to yesterday's closing price of $140 per share.
