저자: JensenHuang · 외국인
요약 보기
엔비디아 CEO 젠슨 황은 AI가 세 번째 변곡점을 맞았다고 주장하며, 추론형·에이전트 AI로 컴퓨팅 수요가 폭발적으로 늘고 있다고 밝혔다. 엔비디아는 데이터센터 매출 75% 성장, 데이터센터 칩 점유율 약 95%, 매출총이익률 75%를 기록했다. 하이퍼스케일러 외 고객 성장이 주요 동력이며, 자율주행·과학계산 등으로 수요가 확산된다고 설명했다. 경쟁사 AMD의 메타 계약과 차세대 Vera Rubin 칩 출시가 언급됐다.
다듬은 글
and chip giant Nvidia reporting better than expected fourth quarter results. It was driven by revenue growth of 75% in its core data center business. That's a business that's very important to Nvidia. They control about 95% of that market. They see profit margins or gross margins of 75%. They are the 800 pound gorilla and then some when it comes to all of this.
And we spoke with Nvidia CEO Jensen Wong about that revenue growth in AI chip demand first on CNBC. demand is really strong and it's diverse. It's coming from all over the place. Um, at the core of it, Becky, what's happening is that AI just went through its third inflection. The first one was two years ago with Chad GPT and then the second one was about a year ago when the reasoning AI agents came out.
Reasoning AI systems came out and the number of tokens, the amount of computing demand that it needed to be able to reason and produce all the excellent answers that these chatbots were doing uh was really skyhigh. And then now with these agentic systems, we're now having these agents able to reason, take task, and actually do work.
And so uh the agentic systems are doing incredibly well all over the world. Of course you've heard uh how cloud cloud code and um open AAI's codecs are doing incredibly well in companies all over the world in software programming but it's starting to spread out into all these different type different other types of tasks.
And so at the core it's because AI has gone through a new inflection point and the amount of computing demand is off the charts. Well, let's talk a little bit about your customers too because you did say that the the big uh companies, the big hyperscalers actually increased the amount of spending and I think they make up about half of the spending that went into the data sector segment in particular.
But you said the other customers were growing really quickly and that's where so much of the growth came from. Who are those other customers? You know, most people see AI as a chatbot and the it's understandable because OpenAI is so popular and they're doing so well and we hear a lot about cloud code.
But remember AI is about a new way of doing software and affects every single industry. NVIDIA is really fortunate in the sense that we are the computing platform, the accelerated computing platform for every cloud uh for any model as well as every different domains of science. And so we're seeing success whether it's in small cloud service providers regionally around the world.
It could be in enterprise um our big partnership with Lily, we have many others car companies that are building autonomous vehicles. The robo taxi era is coming and so there's a whole bunch of computing being built for that. Scientific computing is being completely revolutionized by artificial intelligence.
And so you know the number of industries that are affected by AI because AI is fundamentally a new way of doing software is going to be very broad-based and that's one of the reasons why I say AI is a new industrial revolution because every single company's affected every industry will be transformed and every country will power it and so it's a very it's broad-based.
Again though, you talk about their their market share of that data center chips 95% the estimates run from 90 to 98% but about 95% and when you have margins like that 75% it's obviously a market that lots of others want to get involved with. You did hear earlier this week about AMD cutting a deal with Meta that's supposed to be a multi-year deal that they're going to be looking at as well.
You have all kinds of competitors who are trying to get in on that, but you also have Nvidia kind of running as fast as they can. the uh the new chips that are going to be rolled out. They talked about the those new chips that are coming, Vera Rubin's that will be the second half of this fiscal year and that is the way that they are planning to try and keep some of that market share.
We'll show you more excerpts from this interview a little later today. just talking about the competition they're facing, talking about what he sees with the the SAS apocalypse or whatever you want to call this, just where those SAS companies are really under pressure because you also heard a report last night from Salesforce that stock was trading a little lower on some of these questions. But we'll get Jensen's take on whether this is overdone in the
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