Wall Street មិនខ្វល់ពីប្រាក់ចំណូលរបស់ Nvidia និងច្រើនទៀតអំពីអនាគតរបស់វា។

Nvidia’s revenue is poised to fall again when it reports fourth-quarter earnings tomorrow (Feb. 22), but Wall Street won’t mind.

The Santa Clara, California-based semiconductor manufacturer faced the same headwinds that plagued most chipmakers last year—a slump in demand for consumer electronics due to high inflation, rising interest rates, and China persisting with its zero-covid policies រហូតដល់ចុងឆ្នាំ ២០១៩ ។

អាន​បន្ថែម

But there is something in Nvidia’s core business that promises recovery and longevity: the ability to power generative artificial intelligence (AI) bots like ChatGPT.

Nvidia’s AI bright spot

Nvidia, a 30-year-old chip manufacturer, has been known for graphics processing units, or GPUs, and has so far been largely associated with the gaming industry. However, with the rise of artificial intelligence—specifically, the rise of AI ជំនាន់—GPUs are finding novel and rampant use cases.

Microsoft, which pumped billions into the ChatGPT creator OpenAI at the start of this year, already ចាប់ដៃគូជាមួយ។ Nvidia in November 2022 to build a massive computer to “help enterprises train, deploy, and scale AI, including large, state-of-the-art models.”

For Nvidia, the អ្នកដឹកនាំទីផ្សារ in graphics chips designed for complex computing tasks, the AI revolution is promising. The more people use ChatGPT, the more computing power OpenAI នឹងតម្រូវឱ្យមាន. Even if ChatGPT itself turns out to be more fad and fluff than gamechanger, its fundamentals hold the potential for huge changes in the computing industry.

Quotable: Nvidia piggybacks on the generative AI rage

រឿងរ៉ាវនៅតែបន្ត

Charted: ChatGPT hype boosts Nvidia stock

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By the digits: Nvidia’s business

42%: Year-on-year drop in the sales of standalone graphics processors for desktops and laptops by AMD, Intel, and Nvidia in the third quarter of 2022, based on data from Jon Peddie Research. Together, the three companies sold 14 million processors.

86%: The market share achieved by Nvidia’s discrete GPUs, the company’s highest ever

17%: Year-on-year drop in Nvidia’s sales, a slump to $5.93 billion in the third quarter of 2022, marking the second straight quarter of earnings declines. The slowdown in the PC gaming market post-pandemic didn’t bode well, as Nvidia’s gaming segment revenue halved.

31%: The growth in Nvidia’s data centre business, year-over-year, in the third quarter. Analysts predict that this stream of revenue will បន្តកើនឡើង

39%: How much analysts polled by FactSet expect Nvidia’s earnings to fall by in the fourth quarter

២,៦ ពាន់លានដុល្លារ៖ Estimated revenue for the fourth quarter, indicating a 21% year-over-year decline, according to Zacks Equity Research

10,000: The number of Nvidia GPUs that OpenAI used to train its ChatGPT model, according to the UBS analyst Timothy Arcuri

One more thing: Nvidia’s China problem (and solution)

In August, Nvidia warned that US export curbs would prevent some fast AI chips from being sold to Chinese companies. The next month, US authorities stopped Nvidia from selling two top chip models to China.

សូមអញ្ជើញមកខែវិច្ឆិកា the company launched a modified chip with limited capabilities that would allow it to play by the export restrictions and still sell to China. Without the workaround, Nvidia stood to lose ជិត 400 លានដុល្លារ នៅក្នុងការលក់។

“China is a significant market for Nvidia and it makes ample business sense to reconfigure your product to avoid trade restrictions,” Wayne Lam, an analyst at CCS Insight, បានប្រាប់រ៉យទ័រ នៅពេល​នោះ។

រឿងដែលទាក់ទង

🤖 Artificial intelligence is a huge part of the game for Nvidia now

???? Intel has spared a part of its chips business from the chopping block (for now)

⚠️ The company that created ChatGPT is releasing a tool to identify text generated by ChatGPT

ច្រើនទៀតដោយ Quartz

ចុះឈ្មោះ​ដើម្បីទទួលបាន ព្រឹត្តិបត្រ Quartz ។ សម្រាប់ព័ត៌មានថ្មីៗ Facebook, Twitter និង Instagram.

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