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<\/span><\/figcaption><\/figure>Nvidia<\/a> Corp. was once a scrappy underdog. Founded in a Silicon Valley diner, the designer of graphics chips faced death more than once before finally realising its founders’ vision of standalone semiconductors used specifically for displaying images on a screen.

Having already surpassed storied titans Intel Corp. and Advanced Micro Devices<\/a> Inc., the company’s market capitalisation touched $1 trillion last week. Graphics didn’t get it there, though.

A bet that its approach to number-crunching would be a perfect fit for the nascent artificial intelligence sector ensured that when startups and major tech companies finally caught the wave, Nvidia was there to sell them high-priced chips perfect for the job.

Chips used to render graphics propped up the company’s revenue for years as its other category, computing and networking, got a boost from areas like cryptocurrency mining. Then the graphics segment dipped sharply while number-crunching took up the slack.

The company’s graphics chips are mainly used for gaming, alongside professional applications such as 3D design. But an increasing number of its chips are being installed in data centres<\/a> to help companies like Microsoft Corp., Alphabet Inc., OpenAI, and Amazon.com Inc. build their AI capabilities and offer those services to clients.

Last year’s release of ChatGPT ignited a frenzy of interest in generative artificial intelligence — AI that creates content instead of just analyzing information. Nvidia’s leadership position caught the attention of investors, who returned to the stock after getting cold feet following a massive rally in 2021.

One way to assess a company’s technological prowess is to see how much pricing power it has with customers. That can be measured by looking at gross margin — the markup it makes atop the cost of building the product. Intel Corp.’s heyday was during the PC and laptop eras. Today Nvidia holds the crown, with the high profits on AI chips<\/a> and computers driving it to record profitability.

The world’s top technology names don’t want to miss the AI boat, but to make their mark they need to spend billions of dollars on expensive and specialised servers. Nvidia is the primary choice, which means that massive capital expenditure budgets are likely to flow through to the chipmaker<\/a>, even more so now that much of Silicon Valley has axed thousands of jobs and pledged to replace many roles with AI.

How long, and how high, Nvidia rises will depend a lot on how major corporations and mass consumers adopt and adapt to the AI boom<\/a>. It will also need to remain ahead of rivals like Intel and AMD<\/a> who are keen to steal more of the pie, while clients like Amazon.com Inc. are also branching out into semiconductor development. The once upstart graphics chipmaker may hold the crown today, but in the world of artificial intelligence, nothing is guaranteed.

(The author of the article is Bloomberg's Tim Culpan. Views expressed are his own)<\/em>
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观点:从小打小闹的失败者图形芯片,国王皇冠Nvidia能守多久?

已经超越了传奇巨头英特尔(Intel corp .)和高级微设备公司,该公司的市值上周触及1万亿美元。图形没有得到它。

  • 更新在2023年6月3日07:55点坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
英伟达公司曾经是一个精力旺盛的失败者。成立于硅谷的食客,图形芯片的设计者面临死亡之前不止一次终于意识到其创始人的愿景独立半导体专门用于在屏幕上显示图像。

已经超越了传奇巨头英特尔(Intel corp .)和高级微设备公司,该公司的市值上周触及1万亿美元。图形没有得到它。

押注其数字处理方法将是一个完美的适合新生的人工智能领域确保当创业公司和主要科技公司终于引起了波,英伟达在那里卖高价芯片适合这份工作。

广告
芯片用于呈现图形支撑公司的收入多年来为其他类别,计算和网络,推动了cryptocurrency矿业等领域。图形部分大幅下降,而运算又拿起缺口。

公司的图形芯片主要用于游戏,3 d设计等专业应用。但越来越多的芯片正在安装数据中心帮助公司像微软(msft . o:行情),字母Inc . OpenAI,和Amazon.com Inc .)建立人工智能能力和向客户提供这些服务。

去年的释放ChatGPT点燃了狂热的兴趣生成人工智能,人工智能创造内容的分析信息。Nvidia的领导地位引起了投资者的关注,后回到股票临阵退缩后在2021年大规模的集会。

评估一个公司的技术实力的一种方法是看多少定价权与客户。可以测量通过观察毛利率-标记在建筑产品的成本。英特尔(intc . o:行情)的鼎盛时期是在个人电脑和笔记本电脑时代。今天英伟达的皇冠,利润高人工智能芯片和电脑驾驶记录盈利能力。

世界顶尖技术的名字不想错过AI的船,但是,他们需要花费数十亿美元的昂贵的和专门的服务器。英伟达是主要的选择,这意味着大量的资本支出预算可能会流到芯片制造商,更多的现在硅谷已裁员数千人,并承诺用人工智能代替许多角色。

广告
多久,有多高,Nvidia上涨很多如何主要取决于企业和大众消费者接受并适应吗人工智能的繁荣。它还将需要保持领先竞争对手英特尔和AMD那些热衷于窃取更多的派,而客户喜欢Amazon.com inc .也拓展到半导体的开发。一旦新贵的图形芯片制造商可能今天举行国王,但在人工智能的世界,没有保证。

(这篇文章的作者是彭博的蒂姆Culpan。他自己的观点)
  • 发表在2023年6月3日07:53点坚持
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\"\"
<\/span><\/figcaption><\/figure>Nvidia<\/a> Corp. was once a scrappy underdog. Founded in a Silicon Valley diner, the designer of graphics chips faced death more than once before finally realising its founders’ vision of standalone semiconductors used specifically for displaying images on a screen.

Having already surpassed storied titans Intel Corp. and Advanced Micro Devices<\/a> Inc., the company’s market capitalisation touched $1 trillion last week. Graphics didn’t get it there, though.

A bet that its approach to number-crunching would be a perfect fit for the nascent artificial intelligence sector ensured that when startups and major tech companies finally caught the wave, Nvidia was there to sell them high-priced chips perfect for the job.

Chips used to render graphics propped up the company’s revenue for years as its other category, computing and networking, got a boost from areas like cryptocurrency mining. Then the graphics segment dipped sharply while number-crunching took up the slack.

The company’s graphics chips are mainly used for gaming, alongside professional applications such as 3D design. But an increasing number of its chips are being installed in data centres<\/a> to help companies like Microsoft Corp., Alphabet Inc., OpenAI, and Amazon.com Inc. build their AI capabilities and offer those services to clients.

Last year’s release of ChatGPT ignited a frenzy of interest in generative artificial intelligence — AI that creates content instead of just analyzing information. Nvidia’s leadership position caught the attention of investors, who returned to the stock after getting cold feet following a massive rally in 2021.

One way to assess a company’s technological prowess is to see how much pricing power it has with customers. That can be measured by looking at gross margin — the markup it makes atop the cost of building the product. Intel Corp.’s heyday was during the PC and laptop eras. Today Nvidia holds the crown, with the high profits on AI chips<\/a> and computers driving it to record profitability.

The world’s top technology names don’t want to miss the AI boat, but to make their mark they need to spend billions of dollars on expensive and specialised servers. Nvidia is the primary choice, which means that massive capital expenditure budgets are likely to flow through to the chipmaker<\/a>, even more so now that much of Silicon Valley has axed thousands of jobs and pledged to replace many roles with AI.

How long, and how high, Nvidia rises will depend a lot on how major corporations and mass consumers adopt and adapt to the AI boom<\/a>. It will also need to remain ahead of rivals like Intel and AMD<\/a> who are keen to steal more of the pie, while clients like Amazon.com Inc. are also branching out into semiconductor development. The once upstart graphics chipmaker may hold the crown today, but in the world of artificial intelligence, nothing is guaranteed.

(The author of the article is Bloomberg's Tim Culpan. Views expressed are his own)<\/em>
<\/body>","next_sibling":[{"msid":100717907,"title":"House lawmakers urge US to rally allies over China Micron ban","entity_type":"ARTICLE","link":"\/news\/devices\/house-lawmakers-urge-us-to-rally-allies-over-china-micron-ban\/100717907","category_name":null,"category_name_seo":"devices"}],"related_content":[{"msid":"100722103","title":"A view of a Nvidia logo at their headquarters in Taipei","entity_type":"IMAGES","seopath":"tech\/technology\/view-from-a-scrappy-underdog-to-the-king-of-graphic-chips-how-long-can-nvidia-hold-the-crown\/a-view-of-a-nvidia-logo-at-their-headquarters-in-taipei","category_name":"View: From a scrappy underdog to the king of graphic chips, how long can Nvidia hold the crown?","synopsis":"Nvidia holds the crown, with the high profits on AI chips and computers driving it to record profitability","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-211748\/100722103.cms?width=150&height=112","link":"\/image\/tech\/technology\/view-from-a-scrappy-underdog-to-the-king-of-graphic-chips-how-long-can-nvidia-hold-the-crown\/a-view-of-a-nvidia-logo-at-their-headquarters-in-taipei\/100722103"}],"msid":100730619,"entity_type":"ARTICLE","title":"View: From a scrappy underdog to the king of graphic chips, how long can Nvidia hold the crown?","synopsis":"Having already surpassed storied titans Intel Corp. and Advanced Micro Devices Inc., the company\u2019s market capitalisation touched $1 trillion last week. Graphics didn\u2019t get it there, though.","titleseo":"devices\/view-from-a-scrappy-underdog-to-the-king-of-graphic-chips-how-long-can-nvidia-hold-the-crown","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":146,"shares":0,"engagementtimems":625000},"Alttitle":{"minfo":""},"artag":"Bloomberg","artdate":"2023-06-03 19:53:11","lastupd":"2023-06-03 19:55:26","breadcrumbTags":["nvidia","nvidia graphic chips","nvidia ai","nvidia chatgpt","ai boom","ai chips","amd","chipmaker","Data centres","devices"],"secinfo":{"seolocation":"devices\/view-from-a-scrappy-underdog-to-the-king-of-graphic-chips-how-long-can-nvidia-hold-the-crown"}}" data-news_link="//www.iser-br.com/news/devices/view-from-a-scrappy-underdog-to-the-king-of-graphic-chips-how-long-can-nvidia-hold-the-crown/100730619">