09/24/2024, 04:57 PM UTC
NVIDIA：重申买入评级，Blackwell将推动明年增长Nvidia: Reiterate Buy As Blackwell To Drive Growth Through Next Year
1. 数据中心收入同比增长154%至260亿美元，主要得益于Hopper、GPU计算和网络解决方案的强劲需求。2. 预计Blackwell将在第四季度开始量产，并持续到2026财年。3. 随着下一代模型需要10到20倍的计算能力来训练，且模型中投入的数据量显著增加，对顶级计算能力的持续购买趋势可能会继续。4. 云服务提供商占英伟达数据中心收入的45%，而消费、互联网和企业公司占超过50%。5. 管理层强调加速计算和生成式AI作为主要的计算转型，这为持续资本支出和GPU需求的长期可持续性提供了正当理由。1. Data center revenue grew 154% year-over-year to $26 billion, driven by strong demand for Hopper, GPU computing, and networking solutions. 2. Blackwell is expected to begin production ramp-up in the fourth quarter and continue into FY2026. 3. The trend of continued purchases of the best-in-class compute for AI is likely to continue as next-generation models require 10 to 20 times more compute power to train with significantly more data. 4. Cloud service providers account for 45% of Nvidia's data center revenue, with consumer, Internet, and enterprise companies making up more than 50%. 5. Management highlights accelerated computing and generative AI as major computing transitions, justifying ongoing capital expenditures and long-term sustainability of GPU demand.
---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
