NVIDIA Corporation (NASDAQ:NVDA) is one of the Hot AI Stocks on Wall Street’s Radar. On December 9, UBS reiterated its “Buy” rating on the stock with a $235.00 price target. The rating affirmation reflects firm optimism following reports that the company may receive permission to export certain AI chips to China. “Reuters reported today that the US Commerce Department is considering allowing Nvidia to export Hopper H200s to China, while exports of Blackwell generation are likely off the table for now. We ...

Core Viewpoint - The article discusses the evolution and significance of high-performance computing (HPC) and AI accelerators, particularly focusing on Pezy Computing's advancements in mathematical accelerators that rival GPUs in performance and energy efficiency [1][2][32]. Group 1: High-Performance Computing and AI Accelerators - The global system expenditure is now dominated by AI servers filled with accelerators, with GPUs being the preferred choice due to their design for high-throughput vector processing and support for various workloads [1]. - Pezy Computing has developed a series of mathematical accelerators over 15 years, aiming to maximize energy efficiency while performing similar tasks as GPUs [2][8]. - The Pezy-SC series of accelerators has shown significant performance improvements over the years, with the latest Pezy-SC4s expected to deliver 24.9% higher floating-point throughput compared to its predecessor [7][8]. Group 2: Technical Specifications and Performance Metrics - The Pezy-SC4s chip, set to launch in 2026, will feature 2,048 cores, a clock speed of 1.5 GHz, and 96 GB of HBM3 memory with a bandwidth of 3.2 TB/s [8][30]. - The performance metrics of Pezy chips have improved significantly, with the Pezy-SC3 achieving 19.7 TFLOPS in double precision and the upcoming SC4s expected to reach 24.6 TFLOPS [4][8]. - The architecture of Pezy chips allows for efficient memory usage and high throughput, with the SC4s chip designed to support multiple precision formats including FP64, FP32, and FP16 [8][12]. Group 3: Market Position and Future Outlook - Pezy Computing's advancements position it as a competitive alternative to Nvidia GPUs, particularly in high-precision floating-point operations, which are crucial for HPC and AI workloads [30][31]. - The Japanese government’s investment in Pezy Computing is seen as a strategic move to maintain expertise in mathematical accelerator design, ensuring a backup option in case of GPU supply constraints [32]. - The anticipated performance of the Pezy-SC4 in genomic analysis tasks suggests it could outperform Nvidia's H100 GPUs, indicating a strong potential for market adoption [29][30].