Nvidia's Blackwell Ultra chips, the company's next-generation graphics processor for artificial intelligence, have been commercially deployed at CoreWeave, the companies announced on Thursday.CoreWeave has received shipments of Dell-built shipments based around Nvidia's GB300 NVL72 AI systems, Dell said on Thursday. It's the first cloud provider to install systems based around Blackwell Ultra.The Blackwell Ultra is Nvidia's latest chip, expected to ship in volume during the rest of the year. The systems tha ...

Computex keynote, management call takeaways: AI for All 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha NVIDIA Corporation 19 May 2025 Reiterate Rating: BUY | PO: 160.00 USD | Price: 135.40 USD NVLink Fusion most important announcement We listened to NVDA CEO's Computex 2025 keynote, and then had a chance to virtually catch-up with management (CFO) post the event. Takeaways: 1) Expanding portfolio: broad set of AI products across cloud, enterprise, humanoid robots, workstation, gaming, software libraries, quantum, 6G – all ...

如果您希望可以时常见面，欢迎标星收藏哦~ 在台式机领域，AMD 的份额比上一季度增加了 0.9 个百分点，比去年同期增加了 4.1 个百分点， 达到 28%，而英特尔的份额为 72%。 来源：内容 综合自 CRN 等 。 英特尔新任首席执行官陈立武周一表示，该公司在数据中心市场占有 55% 的份额。 然而，尽管英特尔第一季度在 x86 CPU 市场上相对于 AMD 的份额有所增加，但这一举措并未减 缓 AMD 在过去一年中的上升势头。 CPU追踪公司Mercury Research周四报告称，第一季度英特尔x86 CPU市场份额环比增长0.3个百 分点，达到75.6%，而AMD的市场份额为24.4%。不过，AMD的市场份额同比增长了3.6个百分 点。 这些数据仅涵盖了服务器、笔记本电脑和台式机 CPU 领域。如果将物联网和半定制产品纳入其 中，AMD 的 x86 市场份额环比增长 1.5 个百分点，同比增长 0.9 个百分点，达到 27.1%，而英 特尔的市场份额为 72.9%。 Mercury Research 总裁 Dean McCarron 在一封电子邮件中表示，AMD 在游戏机半定制芯片出货 量方面的 ...

Core Viewpoint - BofA Securities analyst Vivek Arya maintains a Buy rating on Nvidia Corp. with a price forecast of $160, highlighting the company's expanding portfolio and total addressable market (TAM) growth driven by new technologies and products [1][2]. Group 1: Product and Market Expansion - Nvidia's expanding portfolio includes a wide range of AI products across various sectors such as cloud, enterprise, humanoid robots, workstations, gaming, software libraries, quantum, and 6G, contributing to what is described as a "multi-trillion dollar AI factory" industry [2]. - The introduction of NVLINK Fusion allows Nvidia to open its proprietary interconnect and networking technology to third-party custom accelerators and CPUs, enhancing its market reach [3]. - The RTX Pro enterprise server is designed to extend AI capabilities into the enterprise sector, increasing competition for traditional x86 systems [3]. Group 2: Strategic Developments - Recent deals in the Middle East are expected to yield benefits starting in 2026, as they are part of a five-year project requiring significant infrastructure setup [4]. - The upcoming fiscal first-quarter earnings call is anticipated to be significant, particularly concerning recent restrictions on China H20 shipments [4]. Group 3: Competitive Positioning - Nvidia's key differentiators include its ability to expand its addressable market across various vectors, drive scale with global supply-chain partners, and maintain a solid balance sheet for strategic investments [5]. - The launch of the Grace CPU C1 positions Nvidia competitively against x86 products from Intel and AMD, focusing on power efficiency for edge, telco, and storage systems [6]. Group 4: Production and Performance Insights - The Grace Blackwell is in full production, with management expressing confidence in its rollout and robust demand, although specific metrics on cloud orders were not provided [7]. - Nvidia is set to upgrade to the Grace Blackwell GB300 in the third quarter, which is expected to deliver 1.5 times more inference capability due to enhanced memory and networking [8]. Group 5: Market Dynamics - Nvidia's current stock price is $135.30, reflecting a slight decrease of 0.08% [9]. - China remains a significant market for Nvidia, with a TAM of $50 billion, despite challenges in the region [9].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源 ：本文 综合自 yahoo ，谢谢。 据报道， AMD 正在研发一款基于 Arm 架构的 SoC，代号为"Sound Wave"，旨在为微软明年的 Surface 笔记本电脑提供动力。据报道，Sound Wave 将摒弃传统的 x86 设计，采用 Arm ISA， 并可能利用现成的 Cortex 内核。关于具体规格、上市时间和价格的详细信息仍处于保密状态，因 此谨慎对待此次泄露的消息为明智之举。 抛开其历史悠久的 Wintel 根基，微软已明确向 WoA（Windows on Arm）平台迈进。这一举措源 于该公司与高通的合作，并由此诞生了骁龙 X系列。这很可能是促使英特尔设计出效率优先的替 代方案Lunar Lake 的重要催化剂。事实上，就连英伟达也正凭借其与联发科合作开发的传闻中的 N1 系列SoC进军 WoA 领域。 搭载英伟达硬件的任天堂 Switch的巨大成功，凸显了基于 Arm 的掌上游戏机市场利润丰厚。如果 这些声波 SoC 属实，它们可能成为 Steam Deck 2 的基础，但我必须强调，这只是推测。微软目 前推出的Surface Pro 1 ...

Fiscal Q3 2025 Results May 6, 2025 Better Faster Greener © 2025 Supermicro DISCLOSURES Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements can be identified by the use of forward-looking terminology such as "anticipate," "believe," "continue," "co ...

Core Insights - Arm Holdings aims to capture 50% of the data center CPU market by the end of 2025, up from an estimated 15% in 2024, marking a significant strategic shift [1][2][18] Market Dynamics - This initiative directly challenges the dominance of Intel and AMD in the high-margin data center CPU market, driven by increasing demand for AI [2][9] - Arm's architecture is noted for its power efficiency, which is crucial for managing the energy demands of AI workloads, providing a competitive edge over traditional x86 architectures [3][4] Adoption and Ecosystem - Major tech companies, including NVIDIA, AWS, Google Cloud, and Microsoft, are increasingly adopting Arm's technology, indicating strong momentum in the hyperscaler segment [5][6][7] - The software ecosystem is shifting towards prioritizing Arm platforms, which is essential for broader adoption in data centers and allows Arm to charge higher royalty rates [8] Competitive Landscape - If successful, Arm's market share growth could significantly impact Intel and AMD, potentially forcing them to adapt their strategies in product development and pricing [10][11] - Arm's growth may also lead to a more diverse AI hardware ecosystem, influencing the strategies of chip designers and cloud service providers [11] Challenges Ahead - Despite its ambitions, Arm faces substantial challenges, including competition from established x86 infrastructure and the need for comprehensive software compatibility [12][13] - Regulatory and legal challenges could introduce uncertainties that may affect Arm's operations and partnerships [13] Financial Outlook - Arm's stock is currently trading at $97.72, with a 12-month price target of $163.41, suggesting a potential upside of approximately 67.22% [14][17] - The stock's high valuation multiples indicate market expectations for significant future growth, making success in the data center market critical to justifying these metrics [15][16]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自tomshardware ，谢谢。 美光、三星和SK 海力士推出了使用 LPDDR5X 内存的小型压缩附加内存模块 (SOCAMM)，旨在面 向 AI 和低功耗服务器。SOCAMM 将首先用于基于 Nvidia 的GB300 Grace Blackwell Ultra Superchip 系统的服务器，旨在将高容量、高性能、小尺寸和低功耗融为一体。 火爆的 SOCAMM，是什么？ 据SEDaily报道， Nvidia 正与内存制造商 SK 海力士、美光和三星合作，创建一种体积小但性能强 大的新内存标准。 这项名为"片上系统高级内存模块"（SOCAMM）的新标准正在与三家大型内存制造商合作。该报告 称（通过机器翻译）："Nvidia 和内存公司目前正在交换 SOCAMM 原型以进行性能测试"。我们可 能很快就会看到这项新标准，并补充说"最早可能在今年晚些时候实现大规模生产"。 据推测，SOCAMM 模块将被 Nvidia 在 2025 年 CES 上发布的Project Digits AI 计算机的下一代 继任者使用。由于多种因素，SOCAMM 预计将 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自彭博社，谢谢。 让我们来看看 Nvidia 取得惊人增长的因素以及未来面临的挑战。 Nvidia 最受欢迎的 AI 芯片有哪些？ 目前最赚钱的产品是 Hopper H100，其名称是对计算机科学先驱 Grace Hopper 的致敬。它是图形 处理单元的增强版，起源于视频游戏玩家使用的个人电脑。Hopper 将被 Blackwell 系列取代，后者 以数学家 David Blackwell 的名字命名。 一度让 Nvidia Corp. 成为全球市值最高公司的强劲股价涨势已停滞。投资者现在已开始谨慎对待向 这家芯片制造商投入更多资金，因为很明显，采用人工智能计算不会是一条直线道路，也不会仅仅 依赖 Nvidia 技术。 Hopper 和 Blackwell 都采用了将使用 Nvidia 芯片的计算机集群转变为能够处理大量数据并进行高 速计算的单个单元的技术。这使得它们非常适合用于训练最新一代人工智能产品 所依赖的神经网络 这一耗能任务。 Nvidia 成立于 1993 年，率先在这个市场进行了投资，投资历史可追溯到十多年前，当时它押注并 行工作的能力有 ...