08/29/2024, 07:56 AM UTC
英伟达Q2：InfiniBand和以太网推动惊人网络增长Nvidia Q2: Stunning Networking Growth Driven By InfiniBand And Ethernet
1、英伟达的数据中心收入同比增长154%，主要由H200、Blackwell、InfiniBand和以太网推动。2、游戏业务稳定增长，同比增长16.7%，得益于RTX 40系列GPU和GeForce NOW平台。3、主要风险包括来自开发自己AI芯片的大型科技公司的竞争，尽管英伟达在GPU技术上仍处于领先地位。1. Nvidia's data center revenue grew 154% YoY, driven by H200, Blackwell, InfiniBand, and Ethernet for AI workloads. 2. Gaming segment shows stable growth with a 16.7% YoY increase, supported by RTX 40 Series GPUs and GeForce NOW platform. 3. Key risks include competition from big tech companies developing their own AI chips, though Nvidia remains ahead in GPU technology.
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