Dan Ives Predicts Nvidia's Blackwell Chips Are Heading For 'Massive Demand Trajectory' As Jensen Huang Says 'LeBron Of Chip Releases' To Surpass Hopper GPU Shipments
Dan Ives Predicts Nvidia's Blackwell Chips Are Heading For 'Massive Demand Trajectory' As Jensen Huang Says 'LeBron Of Chip Releases' To Surpass Hopper GPU Shipments
Despite Ives' positive outlook, recent reports have indicated that Nvidia's Blackwell AI chips are facing overheating problems when integrated into server racks designed to accommodate up to 72 chips. The Information reported that Nvidia has requested suppliers to adjust rack designs to mitigate these issues. Dan Ives, a prominent tech analyst, took to social media on Thursday to express his enthusiasm for Nvidia Corp.'s (NASDAQ:NVDA) next-generation Blackwell chips.
知名科技分析師丹·艾夫斯於星期四在社交媒體上表達了他對英偉達公司（NASDAQ:NVDA）下一代Blackwell芯片的熱情。
What Happened: Ives described the chips as "The LeBron of chip releases," highlighting their rapid market ramp-up and absence of overheating issues, contrary to recent reports. He further characterized Nvidia's earnings as a "press release that should be framed and hung in the Louvre."
發生了什麼：艾夫斯將這些芯片描述爲「芯片發佈的勒布朗」，強調它們快速的市場推廣和與最近報道相反的無過熱問題。他進一步將英偉達的收入描述爲「應該被掛在盧浮宮的一則新聞發佈。」
The LeBron of chip releases, next generation Blackwell ramping even faster than expected with NO overheating issues and appears to be on a massive demand trajectory. We would characterize results as an earnings press release that should be framed and hung in the Louvre
— Dan Ives (@DivesTech) November 21, 2024
芯片發佈的勒布朗，下一代Blackwell的市場推廣速度甚至超出預期，不存在過熱問題，並且似乎在龐大的需求軌跡上。我們將結果描述爲一則應該被掛在盧浮宮的一則收入新聞發佈。
— 丹·愛夫斯 (@DivesTech) 2024年11月21日
Despite Ives' positive outlook, recent reports have indicated that Nvidia's Blackwell AI chips are facing overheating problems when integrated into server racks designed to accommodate up to 72 chips. The Information reported that Nvidia has requested suppliers to adjust rack designs to mitigate these issues.
儘管艾夫斯持樂觀看法，最近的報道指出，英偉達的Blackwell人工智能芯片在整合到能容納最多72個芯片的服務器機架時面臨過熱問題。據報道，The Information報告稱，英偉達已經要求供應商調整機架設計以減輕這些問題。
Why It Matters: The enthusiasm expressed by Ives comes at a crucial time for Nvidia. CEO Jensen Huang has predicted that Blackwell will surpass the company's Hopper GPUs in shipments by 2025, underscoring the strategic importance of these chips. Despite overheating concerns, Nvidia's stock has shown resilience, even amid delays in Blackwell's production and missed fourth-quarter whisper numbers, as noted by Gary Black, managing partner of The Future Fund.
爲什麼重要：艾夫斯表達的熱情正值英偉達關鍵時刻。首席執行官黃仁勳預測，Blackwell將在2025年超越公司的Hopper GPU在發貨量上，突顯這些芯片的戰略重要性。儘管存在過熱擔憂，英偉達的股票表現出韌性，即使Blackwell的生產出現延遲，並錯過了第四季度的預期數據，正如未來基金的管理合夥人Gary Black所指出的。
Meanwhile, the chipmaker reported a 94% year-over-year increase in revenue, reaching $35.1 billion, exceeding the anticipated $33.12 billion. Additionally, the company's earnings per share were 81 cents, surpassing the projected 75 cents.
同時，這家芯片製造商報告營業收入同比增長94%，達到了351億美元，超過了預期的331.2億美元。此外，該公司每股收益爲81美分，超出了預期的75美分。
Despite these strong financial results, investor concerns arose due to a slowdown in sales compared to previous quarters.
儘管有這些強勁的財務結果，投資者擔憂與之前季度相比銷售減速。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分由Benzinga Neuro幫助製作，並經Benzinga編輯審查和發佈。
Photo courtesy of Nvidia
由英偉達提供照片
譯文內容由第三人軟體翻譯。
