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Who can defeat Nvidia?

2024-02-24 15:22:47

Under the attention, announced the fourth quarter of the fiscal year of fiscal year after the market on February 21.In the fourth quarter, the companys revenue reached US $ 22.1 billion, an increase of 22%over the third quarter, an increase of 265%over the same period last year, and higher than Wall Street analysts of US $ 20.45 billion.

This is the record of Nvidia for three consecutive quarters in terms of revenue and profit.Huang Renxun, the founder and CEO of Nvidia, said that the generation artificial intelligence (AI) has touched the "detonation point".

The market has waited again to come to the good news it expects.The announcement of the accompanying financial report, before the US stock market on February 22, the stock price rose exceeded 14%, hitting a record high.People are watching this stock that is described as "the strongest" described by Goldman Sachs.This AI chip producer is considered to be the key promoter of AI technology. Its performance reflects whether the already full track is worthy of more attention and investment.

Whether it is the competition of large models at home and abroad, or a new product that is shocked to the AI industry as Sora, it has continuously released high demand for Nvidia chips.Market demand has pushed its stock price to the height of today.

In October 2022, less than a year ago, Nvidias market value was less than 300 billion US dollars.ChatGPTs birthday has pushed the companys market value of the company that sells "shovel" in the AI Nuggets has soared all the way.The market value of Nvidia turned more than tripled in 2023.And since the beginning of 2024, in less than two months, its market value has risen more than $ 500 billion.In this process, it has become the worlds first chip company with a market value of over trillion dollars.

Before announced the performance, Nvidia terminated the continuous rise since the beginning of the year, and the stock price fell for 4 consecutive days.The continuous increase on weekdays has greatly reflected the markets expected financial reports.The dazzling data has become the "passing line" of Nvidias financial report. Only by far exceeding Wall Streets expected achievements and continuously describing and refreshing peoples expectations for AI applications can we support the stock price to go further on the current basis.

The former, Nvidia has done this financial report; the latter, except for Huang Renxuns statement of "accelerating the calculation and the generation of artificial intelligence has reached the critical point", more importantly, Nivine DaedaThe performance of the B100 chip announced at the GTC 2024 conference held on March 18.

In fact, it is not important to announce the stock price of the stock price after the financial report. This highly waiting financial report itself cannot be used as a turning point or milestone in the progress of the AI progress.The most important thing is whether Nvidia can maintain its irreplaceability in the market today.

The leading chip product of Nvidias performance is a pushing player in the rise of stock prices.The competition for computing power is related to the distribution of wealth in the AI era, and the markets demand for chips has continued to increase.In January of this year, Zuckerberg said that Meta plans to increase H100 chip inventory to 350,000 in 2024.

CNBC investment analysts said that it takes at least 5 years to break the monopoly in the field of Nvidia chip.Before the appearance of perfect alternatives, the companys products were always in short supply.Each company has burned money to develop training models. Even if it is now in the leading position, the commercialization prospects are not clear. In this round of AI boom, Nvidia is the biggest winner.

The generous returns of the AI chip make companies with financial resources want to share a share.In addition to the old players in AMD and Microsoft and Google, competitors are coming from more directions.

Recently, Sun Zhengyi announced the plan to raise $ 100 billion in funds, set up a new AI chip company to complement each other with its chip design department ARM to achieve further expansion in the AI field.It is reported that Sun Zhengyi named the new company "Izanagi" and the sword refers to Nvidia.

The day before Nvidia announced its financial report, the GroQ chip appeared in the publics vision.Compared to ChatGPT, the generating speed of "one second and one screen" refreshed peoples waiting for AI.GROQ pursues low latency products. The technology behind it is LPU. This technology is the first of GROQ. The working principle is very different from the GPU. The cost is far higher than the GPU, and there are many places to be improved.Although GroQ is far from Nvidia at this stage, it has allowed the market to see more possibilities except GPU.

Geopolitics issues are even more imminent in the market competition.

But Wall Street is still optimistic about the prospects of Nvidia.Because in the Chinese market, companies including Intel, AMD, and Microsoft have only further increased their demand for Nvidia chips.As of now, key chips are still supplying.

Nvidia obviously does not want to give up the Chinese market easily.After the United States first announced its restrictions on the sales of advanced semiconductors to China in October 2022, Nvidia has developed a limited chip and maintains the same performance.Subsequently, the U.S. government updated restricted measures a year later to fill the clause vulnerability.

Even so, the Nvidia executives said at the fourth quarter performance briefing that the company has begun to transport alternative products that do not require licenses to transport licenses.Huang Renxun said that the company will do its best in the restrictions of the United States to achieve success in the Chinese market.

Compared with the Nvidia chip with great discounts, domestic companies have begun to consider domestic alternatives.According to the Wall Street Journal, the downgraded Nvidia chip is close to a cheaper domestic chip in terms of performance. Therefore, the Chinese market is not interested in imported products after Nvidia.In addition, considering that the US restrictions that may change again at any time, developing and adapting to domestic chips in advance seems to be a safer path.

The performance of the Chinese market under the global AI boom is limited after all on Nvidia.The company estimates that the revenue in the next quarter was US $ 24 billion, floating up and down by 2%, which is higher than the US $ 21.8 billion expected by analysts.(Chinese Website)

View "Apple Company or a 500 million euros of fines by the European Union"

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