#deep_learning

Jensen Huang expressed commitment to the Chinese market Nvidia CEO Jensen Huang believes that the United States is still far from independence in the semiconductor manufacturing market. [caption id="attachment_85069" align="aligncenter" width="780"] Nvidia[/caption] According to Huang, it will be another 10 to 20 years before the United States stops being dependent on Taiwanese and Chinese chip makers. Of course, this is provided that all these years the country’s course will be aimed at getting rid of this very dependence. The head of Nvidia thinks so The United States has been working for quite some time to open chip production factories within the country, but it cannot be said that very many of these factories have already been built there. Huang also noted that, despite US sanctions, Nvidia will continue to work with the Chinese market, as it is simply the largest. Let us remind you that yesterday it became known that instead of the banned RTX 4090, the company will create GeForce RTX 4090 D (Dragon) especially for China .

In monetary terms Nvidia is today's largest semiconductor manufacturer based on revenue and profit. We already talked about this the other day, and now another visual graph has appeared demonstrating the rapid success of the company.  [caption id="attachment_84806" align="aligncenter" width="780"] Nvidia[/caption] This is a graph of the revenue of data center chip companies. As you can see, Nvidia became the first here too, with a huge gap from its competitors, and the turning point occurred only at the beginning of this year.  Nvidia is turning into a monster. Before this, for several years (actually much longer, this data is just not on the graph), the leader was Intel, which accounted for 45% to 60% of revenue or more. At the same time, Intel's share gradually decreased, while the shares of Nvidia and AMD, on the contrary, grew. However, in 2023, due to the AI ​​boom, Nvidia's share rose sharply, while the shares of AMD and Intel fell sharply. This does not mean that companies began to earn less - AMD is actively increasing sales of server CPUs, but Nvidia's growth is so great that the shares of AMD and Intel have actually decreased.   [caption id="attachment_84807" align="aligncenter" width="780"] Nvidia[/caption] Today we already said that in the last quarter alone, Nvidia sold about half a million H100 and A100 accelerators  and sales will only grow in the near future.  

The largest customers bought 150,000 H100 adapters each In recent months, we've seen a lot of news about how Nvidia is selling its AI accelerators left and right, especially the most powerful H100. But only now has it become known how many of these adapters were actually sold. [caption id="attachment_84778" align="aligncenter" width="780"] Nvidia[/caption] According to Omdia, Nvidia managed to sell almost half a million H100 and A100 accelerators in the third quarter alone. There is no data on the sales ratio of these models, but probably the main emphasis now is on the H100. Nvidia sells half a million H100 and A100 accelerators per quarter In the current quarter, analysts expect that Nvidia will be able to sell more than half a million of these accelerators. If you look at the chart only for the H100, you can see that by the end of the entire current year, Nvidia is expected to supply about 650,000 of these adapters to its largest customers alone. [caption id="attachment_84779" align="aligncenter" width="780"] Nvidia[/caption] Moreover, the demand is so great that now the waiting time for deliveries reaches 52 weeks, that is, a whole year! You can also see that the largest buyers of the H100 are Microsoft and Meta*, each of which purchased approximately three times as many accelerators as its closest competitors such as Google, Amazon, Oracle and Tencent. * The Meta company is recognized as extremist in Russia and is banned.

Different scenarios are being considered The American corporation Microsoft is in discussions with OpenAI, the developer of the ChatGPT chatbot, about possible changes in the format of work and the composition of the board of directors. The goal of these changes is to prevent situations where startup management decisions could unexpectedly impact the tech giant. Information about this was distributed by Bloomberg, citing its sources. According to available information, Microsoft plans to ask OpenAI to expand the composition of its board of directors and set higher qualification requirements for its members. An option is also being considered in which one of the Microsoft employees will take a seat on the OpenAI board of directors. However, Microsoft is aware that increasing control over the startup may raise questions from US federal agencies. Microsoft discusses changes in the board of directors with OpenAI [caption id="attachment_84009" align="aligncenter" width="780"] OpenAI[/caption] In addition, the corporation is considering the possibility of introducing a requirement according to which proposals to merge OpenAI with other companies will be subject to approval by Microsoft in certain cases. It was previously reported that 96% of OpenAI employees signed a letter saying they could leave and join Sam Altman at Microsoft unless the startup's board resigns and brings back the ousted CEO along with co-founder and former president Greg Brockman.

Parameters are still unknown As you know, new US sanctions prohibit the supply of various accelerators for AI to China, including the H800 and A800 models, which, in fact, were created for China. However, Nvidia is simply going to pull the same trick again with the creation of special versions that will not fall under the next sanctions. [caption id="attachment_81201" align="aligncenter" width="600"] Nvidia[/caption] HGX H20, L20 PCIe and L2 PCIe models expected soon Nvidia is reportedly preparing three accelerators at once: HGX H20, L20 PCIe and L2 PCIe. They can be presented in the very near future: after November 16. It is still unknown what characteristics the new accelerators will have, but it is worth remembering that the new sanctions limit the supply of solutions with performance above a certain level, so Nvidia will clearly somehow limit this very performance. Let us also recall that the gaming RTX 4090 was also banned, but at least Nvidia has other options within the same line, and new ones will appear soon .

January 8 It looks like Nvidia GeForce RTX 40 Super video cards will be presented in early 2024 at CES 2024. At least Nvidia has already announced a special event. [caption id="attachment_80889" align="aligncenter" width="600"] Nvidia's[/caption] It will take place on January 8th. Nvidia, of course, does not say anything directly about the new video cards, but the event is called GeForce Special Address, which indicates specifically 3D gaming cards. Nvidia's "super graphics cards" appear to be announced in January. In addition, you can remember that last year at CES the company announced the mobile RTX 40 Laptop and the desktop RTX 4070 Ti. As numerous leaks indicate , at least three models await us: RTX 4070 Super, RTX 4070 Ti Super and RTX 4080 Super. Whether there will be an RTX 4060 Super and RTX 4090 Super (or Ti) later is still unknown.

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