【东北计算机】【从英伟达 Call中我们读到了啥】-韭研公社

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【东北计算机】【从英伟达 Call中我们读到了啥】

心无股

2023-02-24 10:11:22

1、Guo内薮据中心对NVIDIA卡的采购量出现了下滑。The total data center sequential revenue decline was driven by lower sales in China, which was largely in line with our expectations, reflecting COVID and other domestic issues.
2、但是公司对下一季度的薮据中心业务展望良好。We do expect a sequential growth in terms of our data center, strong sequential growth. And we are also expecting a growth year-over-year for our data center.
3、对算力的需求无止境，下一代计算卡H-100的收入已经超过A-100。H-100 revenue was already much higher than that of A100, which declined sequentially.
4、AI到了临界点，如当年的iPhone一样，并且将获得广泛的应用。AI adoption is at an inflection point. Inflection point kind of like the iPhone. Generative AI applications will help almost every industry do more faster.
5、不同地区需要不同的大模型。Different countries with different cultures and its body of knowledge are different. Different fields, different domains, whether it's imaging or its biology or its physics, each one of them need their own domain of foundation models.
6、ChatGPT拉动了公司计算卡的需求。Additionally, generative AI, it's sparked interest definitely among our customers, whether those be CSPs, whether those be enterprises, one of those be start-ups. We expect that to be a part of our revenue growth this year.
7、NVIDIA将会提供NVIDIA as a service服务，从硬件商向软件/服务商进行转型。Our announcement today of putting NVIDIA's infrastructure and have it be hosted from within the world's leading cloud service providers accelerates the enterprise's ability to utilize NVIDIA AI enterprise.
8、公司跟奔驰的合作或带来巨大的收益。奔驰MB Drive软件收入在2030年或达到~50亿，公司跟奔驰50-50分成。MB Drive that could be single digit or low billion euros by mid-decade and mid billion euros by the end of the decade. And I know you guys were supposedly splitting the software revenues 50-50.