저자: DanIves · 외국인
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Dan Ives는 엔비디아의 블랙웰 수요가 강하고 1~2분기 후 매출총이익률이 크게 회복되리라 주장한다. 기업용(Enterprise) AI가 다음 큰 파동이며 이후 산업용 AI로 확장된다고 본다. 엑센츄어-엔비디아 협업을 계기로 엔비디아 플랫폼 종속(락인)이 강화되고 경쟁사 AMD·인텔의 위험이 커진다고 평가한다. 또한 AI 자본지출이 향후 3년간 1조 달러 규모가 될 것으로 본다.
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in chips where's the opportunity among them are Nvidia which has already achieved great success AMD and Intel which has not been performing well you're mentioning Nvidia and AMD two of my favorite Brands Nvidia seems like a fantastic company congratulations on your fantastic interview the other night where he used the word insane I just adore it you can infer what you need to know from it everyone wants it and our checks on Blackwell are excellent January and April should see some notable sequential growth as a result we feel rather positive about Blackwell because we believe that after a quarter or two the gross margin will start to recover significantly which will stimulate the stock once more we are aware that some others on your network have also expressed some concerns but demand is incredibly strong additionally keep in mind that open ad just released a number of products none of which we have yet to use for inference additionally we are happy that apple is releasing Apple intelligence which should power some of the Open Eye additionally AMD has a significant event scheduled for next week you know we don't believe they're taking us out there to lay an egg we feel positive about AMD as well since it really popped at the event last year and there is room for another number two there just a few days ago Jensen wine joined us and said this is now the beginning of a new wave called Enterprise Ai and then after that as we're entering into Enterprise AI we'll simultaneously be developing and cultivating the wave after that which is industrial AI in addition to Apple intelligence and possibly an application driven consumer AI wave Jensen is referring to Industrial AI which is better for investing in all of it I believe is investable similar to what happened during the chat gbt craze a lot of things start with a consumer and then generate a lot of interest in the business subsequently several businesses became aware of it I believe that as investors well as consumers begin utilizing visual intelligence from Apple and Google's version of it and those types of activities where you're using your phone to view objects and then ask questions about them it will lead to a greater understanding of AI in general I believe that in order to serve their respective Industries a growing number of businesses will wish to work with small language models additionally then viid Nim architecture will be used more frequently which will encourage further Enterprise adoption we're still in the early stages of this the interest and autonomous AI Bots hasn't even begun to grow which will be enormous benof has been talking to you about it a lot we're only getting started John on a lot of things but I genuinely believe Microsoft will drive that more than a safe firm I'm rather thrilled Julie sweet CEO of Accenture and Jensen Wang CEO of Nvidia recently spoke spoke to us about their growing collaboration to promote Enterprise AI adoption we're joined by Patrick Morehead of more insights and strategy and Dan IES of wed Bush to break it all down since you're far away Pat I'd like to hear your opinion first it's difficult to tell because Accenture is a major goom Market partner and we've seen them collaborate with Microsoft what do you believe the possible significance of this is now because it meets The Mark I believe this to be a huge thing as we have discussed on the show John what are the long-term consequences of AI being incorporated into the infrastructure we also discussed the connection that must be made in order to move Beyond infrastructure thus this is precisely the kind of agreement that may be able to speed up the business and it is significant for the industry as a whole not just for Accenture Nvidia given that Jensen Wang stated quite precisely that this is the beginning of this next wave I would like to hear your thoughts on this Dan he believes that this Enterprise adoption will be the largest wave as that develops you begin to discuss industrial AI which is the distinction between deterministic and predictive AI two very different models two very different outcomes as we discussed before to the break according to Honeywell CEO viml kapper who spoke to me yesterday we estimate that the next 3 years we see a trillion dollars in AI Capital expenditures Patrick makes a really good point when he says that we are only beginning to explore the se kinds of alliances are wat Partnerships what Julie mentioned and what you heard from Jensen of Nvidia I believe is now the multiplier there is an 8 to10 multiplier across the rest of the tech infrastructure and services for every dollar spent on video chips your discussion about industrial autonomous AI is only the beginning as a right now it is 9:00 p.m.
at that AI party that lasts till 4:00 a.m. and I believe that what we are witnessing is only beginning to unfold you can see what Jensen and Nvidia are doing Dan with their annual Pace on platforms and Technologies as well as their collaborations across various ecosystem segments that go beyond chips and actually build upon our technology will Nvidia ultimately emerge victorious in a zero sum scenario leaving everyone else at Le least those that compete with them on the chip side such as AMD and Intel at greater risk of losing since they are currently the only game in town Lisa Sue is undoubtedly watching this interview as well as everyone else in the industry all they will do is keep wiing that mode it is the Microsoft model and the Oracle model and when you discuss that Revenue possibility I believe they are attempting to Simply increase their share I believe Jensen is aiming for that today's key question in my opinion is whether the fourth Industrial Revolution Will unfold with trillions of dollars in AI Capital expenditures but it will be a Game of Thrones conflict with other major tech companies because everything you discuss on the podcast including Microsoft Hogle and Amazon is now beginning to go into the second third and fourth derivatives that Patrick you and I know you discussed frequently and I'm just going to continue our conversation Patrick what does this mean from video's competitive moot additionally how does this mean that Nvidia will become a more modern larger and more powerful rival not only with other chip makers as it expands his platform and now reaches across what he referred to as the connecting fabric with this partnership with Accenture thus the mode is increased by 100% more agreements like these keep in mind that 6 months earlier the business made agreements similar to this with IBM Consulting according to Jensen we don't just do chips we do comm's chips CP us racks networking entire data senders and then put the software on top of that they are progressing down the line with the big GS ice these kinds of embeddings As I Shall refer to them are then layered in what may or may not have been apparent in this transaction is that nvidia's software will be a key component of these Accenture Solutions which creates a lock in that creates a moe indeed competitors will eventually enter the market to accom Lish that but it takes time additionally people are thrilled with nvidia's investment in this and nobody wants to fall behind as demonstrated by fomo in the data center buildup with Worldwide systems integrators and everything in between nobody wants to fall behind the pathetic application of AI in business is one of the major problems that hasn't been addressed yet based on our present trajectory and speed I estimate it will be 18 to 24 months before we start to see the Pocky stick and this deal has the ability to make that happen perhaps it cuts down on time I'm hopeful that this deal will go through
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