Nvidia Fueled Tesla's FSD Version 12 With Massive AI Infrastructure Support, Says CFO: 'Paved The Way For Breakthrough Performance'
Nvidia Fueled Tesla's FSD Version 12 With Massive AI Infrastructure Support, Says CFO: 'Paved The Way For Breakthrough Performance'
Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) boasted about Tesla Inc.'s (NASDAQ:TSLA) expansion of its AI training cluster to 35,000 H100 GPUs, which led to a significant performance boost for the electric vehicle giant's latest autonomous driving software.
黄延森领导的英伟达公司（纳斯达克股票代码：NVDA）吹嘘特斯拉公司。”s（纳斯达克股票代码：TSLA）将其人工智能训练集群扩展到35,000个H100 GPU，这为这家电动汽车巨头最新的自动驾驶软件带来了显著的性能提升。
What Happened: On Wednesday, during Nvidia's first-quarter earnings call, the company's chief financial officer, Corlette Kress, spoke about the tech giant's role in Tesla's AI infrastructure expansion. According to Kress, the increased AI infrastructure reportedly contributed to the remarkable performance of Tesla's full self-driving (FSD) version 12.
发生了什么：周三，在英伟达的第一季度财报电话会议上，该公司首席财务官科莱特·克雷斯谈到了这家科技巨头在特斯拉人工智能基础设施扩张中的作用。根据克雷斯的说法，据报道，人工智能基础设施的增加为特斯拉全自动驾驶（FSD）第12版的出色表现做出了贡献。
She said, "We supported Tesla's expansion of their AI training cluster to 35,000 H100 GPUs." Adding, "Their use of Nvidia AI infrastructure paved the way for breakthrough performance of FSD version 12, their latest autonomous driving software based on vision."
她说：“我们支持特斯拉将其人工智能训练集群扩展到35,000个H100 GPU。”补充说：“他们对Nvidia AI基础设施的使用为FSD版本12的突破性能铺平了道路，这是他们最新的基于视觉的自动驾驶软件。”
"The next industrial revolution has begun," said Huang on the call. Adding, "Companies and countries are partnering with NVIDIA to shift the trillion-dollar installed base of traditional data centers to accelerated computing and build a new type of data center, AI factories, to produce a new commodity, artificial intelligence."
黄在电话会议上说：“下一次工业革命已经开始。”补充说：“各公司和国家正在与NVIDIA合作，将传统数据中心的万亿美元安装基础转移到加速计算上，并建造一种新型的数据中心——人工智能工厂，以生产一种新的商品——人工智能。”
Why It Matters: Following Nvidia's remarkable quarterly performance, analysts like Dan Ives and Gene Munster expressed that this "party's just getting started."
为何重要：继英伟达的出色季度表现之后，丹·艾夫斯和吉恩·芒斯特等分析师表示，这个 “派对才刚刚开始”。
The tech giant's remarkable surge was propelled by its data center segment, which experienced an extraordinary 427% growth in the most recent quarter, fueled by robust demand for its AI processors.
这家科技巨头的惊人增长是由其数据中心板块推动的，在对其人工智能处理器的强劲需求的推动下，该细分市场在最近一个季度实现了427％的惊人增长。
Nvidia also disclosed adjusted earnings per share (EPS) of $6.12, accompanied by $26 billion in revenue, showcasing rises of 461% and 262%, respectively, compared to the last year. Additionally, the company announced a 10-for-1 stock split and boosted its quarterly dividend by 150%.
英伟达还披露调整后的每股收益（EPS）为6.12美元，收入为260亿美元，与去年相比分别增长了461％和262％。此外，该公司宣布以10比1的比例进行股票分割，并将其季度股息提高了150％。
In August 2023, Tesla deployed a 10,000-unit Nvidia H100 GPU cluster to expedite the training of its full self-driving technology. At the time, Tesla CEO Elon Musk said, "H100 is ~3X faster than A100 in our tests."
2023 年 8 月，特斯拉部署了 10,000 个单元的 Nvidia H100 GPU 集群，以加快其全自动驾驶技术的训练。当时，特斯拉首席执行官埃隆·马斯克表示：“在我们的测试中，H100比A100快约3倍。”
Last month, it was reported that Tesla plans to ramp up its AI development by installing 85,000 Nvidia H100 chips by the end of this year. These chips play a crucial role in Musk's AI endeavors, encompassing the creation of sophisticated robots such as Optimus Bot and Robotaxi, as well as a supercomputer dubbed Dojo.
上个月，有报道称，特斯拉计划在今年年底之前安装8.5万个Nvidia H100芯片，从而加强其人工智能开发。这些芯片在马斯克的人工智能事业中起着至关重要的作用，包括创建尖端机器人，例如擎天柱机器人和Robotaxi，以及一台名为Dojo的超级计算机。
NVDA Price Action: On Wednesday, Nvidia shares ended the regular session 0.46% lower at $949.50. However, the shares soared 6.06% in the after-hours trading at $1,007.
NVDA价格走势：周三，英伟达股价收盘下跌0.46％，至949.50美元。但是，该股在盘后交易中飙升了6.06％，至1,007美元。
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