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구독자 8명구독중 24명
공부중입니다!
[Barron's Tech] Nvidia's Next Move
2025.01.09
월요일 밤(1/6) CES 기조연설 후 새로운게 없었고, 화요일(1/7) 장 6% 하락
NVDA는 원래 3월 GTC 개발자 회의에서 신제품을 공개해 왔음
CES는 'Consumer' Electronic Show임
RTX50 series: Blackwell 기반 게임용 그래픽 카드
DLSS(Depp learning super sampling): 게임 frame rate향상을 위한 새로운 그래픽 렌더링 기술
Project Digits: NVDA설계, ARM 기반 CPU + GPU로 구성된 desktop computer
-> NVDA가 만든 최초의 desktop computer임
-> data scientist, AI reasercher, and student 개개인을 위한 제품 / niche market, 판매량 적을 듯
-> 기자는 이게 점점 작아지며 개인용 시장을 들어올 것이라 예상
-> CPU = ARM + Media Tek, GPU = NVDA
* 원문
By Tae Kim | Wednesday, January 8
Nvidia Inside. Hi everyone. It was a volatile week for Nvidia shareholders.
Going into CES, the annual tech trade show, some analysts on Wall Street raised expectations that CEO Jensen Huang would unveil new details about Nvidia’s next-generation of AI data center processors during his Monday evening keynote address. The speculation sparked a rally in Nvidia shares heading into the event. When no new details emerged Monday night, the stock fell 6% on Tuesday.
I found the rumors silly to begin with. Nvidia traditionally reveals information on its data center products during its annual GTC developer conference in March. Somehow Wall Street also seemed to forget that CES originally stood for the CONSUMER Electronics Show.
To that effect, Huang did announce Nvidia’s new line of RTX 50 Series gaming graphics cards based on the company’s Blackwell chip architecture. They ...