저자: 미상 · 한국인
요약 보기
엔비디아는 게임 매출 비중이 여전히 크지만 데이터센터 사업이 빠르게 성장해 주가 흐름을 좌우하는 핵심 사업으로 제시됨. 데이터센터 회복, 네트워킹 기업(Mellanox) 인수, CUDA 기반 AI 생태계, 클라우드 게임 서비스가 투자 포인트로 언급. 리스크로는 코로나19에 따른 자동차 부문 영향, 경쟁사 AMD·인텔의 신제품 출시가 제시됨. 영상은 2020년 5월 기준이며 당시 시점의 발언임.
다듬은 글
Uh The fight between humans and In Dong-jin is on the line. Back then, with the title on the line, AlphaGo 's Nvidia ESC key was engaged, and when I went to the company, that's when I started getting punched quite a lot. Hello, I am Global Super Star MC Kim Hyo-jun, introducing blue-chip companies from around the world.
Hello, back then, it was Yoo Young-ho and Seo In-young. I saw it. It seems they left. Do you prefer games? Since then, I still tend to prefer PC games. When playing Kumho PC games, those who considered it important... Mira, are you doing that? These days, many people say the monitor needs to be big and you have to come and spread it out.
But still, to run games, isn't it the graphics card? When I look at it, the company I am going to talk about today is the GPU side. Give the maximum lecture. In the maximum lecture, then there are 9 companies that are rivals to Intel, which I mentioned last time. Nvidia, you wrote it, so I am going to talk about Nvidia today.
Actually, in the case of Nvidia, put it in. Around the world, besides Jang Hyuk in the GPU side, blinking 73% Jang Young-ki is doing it on the 8th. It is the world's No. 1 GPU company. Let's take a look at NVIDIA, which can be considered the number one company in external GPUs. I think anyone interested in computers and games has definitely heard of NVIDIA at least once.
Actually, we need to look back at NVIDIA's history. Around the mid-1990s, most systems relied heavily on surface graphics. Yes, that's right. That was the case for games and the whole industry. However, there was a growing demand from people to express visual enjoyment or light sources in 3D. As a result, complex calculations began to become much more difficult.
You mean that graphic work increased? Since many difficult tasks started to appear, handling them with just two CPUs began to take too long. Consequently, interest in GPUs grew significantly. In reality, NVIDIA released the Force 256 in 1999, and it was at this time that the term "GPU" was imprinted in people's minds.
So, compared to the CPUs you mentioned in the early days and the ones coming out now... Are there big differences in these new CPUs? Well, GPUs are still the first thing that comes to mind when thinking about gaming, but they have emerged at a time when color is being used extensively not only in games but also in various fields such as AI and data analysis.
You mentioned that various attempts have started, so it seems to be similar to CPUs. How is that similar? Actually, you can view the role of the GP as primarily being used to assist the CPU and speed up processing. Ultimately, when talking about graphics cards, we cannot help but mention games. In our case, as of 2019, games account for 51% of our total revenue.
It is still over half. Yes, that is correct. It is over half, and I can say that it is one of the most important business units in terms of performance. Regarding PCs, there has been a lot of talk that personal computers are slowing down as devices have grown significantly. However, since there is no cause for concern regarding graphics cards, we view gaming and PCs as somewhat separate markets.
In the case of Nvidia, I would say that it is more closely aligned with the growth of the gaming market. And As you just mentioned, compared to the past, I have looked at the concept of e-sports. Some might think this sport isn't a major phenomenon, but in reality, among important professional sports in the US, it actually gets higher viewership ratings than the NBA or 3rd League Baseball.
Since you mentioned my influence—something many people forgot without realizing it— and regarding the AI start you mentioned earlier, since it lost, you might not remember, but in 2012, under the title of "The Battle Between Humans and Artificial Intelligence," there was a huge show featuring Lee Sedol and...
you probably remember. At that time, there was talk that AlphaGo used an Nvidia GPU, and suddenly, it started receiving a lot of attention. Actually, as I mentioned earlier, in 2012, we have a business unit for high-performance PCs or data centers. At the Media Godfather, that accounted for about 7% of total revenue, but now that it has reached its middle age, it has increased to almost 25%.
It has gone up. A significant difference has started to emerge, and it has reached 4. So, regarding earnings, the data center business unit itself has continuously driven revenue growth for NVIDIA, and in terms of significance, the stock price actually moves in tandem with the growth of this data center, so I can explain it accordingly.
Also, I can't help but keep talking about Intel; it seems to be becoming a new driving force following a similar trend. Tom, I think the new boy of the ID can open it up. Uh uh uh, regarding this growing sports market and the comprehensive summary of AI-based coral, I think we can consider it to be firmly established.
So, what are my investment points? Why and what are the points? I have mentioned this in the tent before. The first is the recovery and growth of the data center, and the point that it can grow together with other media. It slowed down a bit until the first half of the year. However, since the second half, the data center has been showing a continuous trend of recovery, so recently, earnings are also recovering.
You have explained why GPUs are ultimately needed, but there is talk of merging with this network company. Uh uh, this is actually one of the uses that has been underway since early last year. Now, a networking company called Elanox. There is a company that has eliminated one unused server. We have been proceeding with the acquisition process for that company since last year, and the merger could be completed as early as the first half of this year, around the time of its departure.
Now, as the switch sector continues to develop, the next generation—what we call data centers—inevitably involves handling massive amounts of data. You have heard of data 3; they must manage a much larger volume all at once. At that time, the speed of data movement becomes extremely important, and transmission speed is key.
The technology that can address this is Mela's InfiniBand. So, by acquiring a company that possesses this core technology, you can view it as securing stability and establishing a platform for next-generation data centers. Now that you mentioned data centers, I think there is a key point related to AI.
In fact, the second investment point cannot be overlooked in AR. NVIDIA is achieving very rapid progress in the AR sector based on its self-developed ecosystem. Because its business has placed a significant emphasis on this, it is able to build an ecosystem not only in the medical field but also beyond.
From robotics to autonomous driving, everything has been fully established. As the AR market begins to blossom with this media technology, I believe NVIDIA will see great success. Lastly, since you entered with a 51% stake last year and have only just achieved it, how does it compare to existing industries?
First off, I believe NVIDIA can continue to grow alongside the growth of sports. One of the things I am looking forward to at the end of this year is the " Plan" (which is not important, Your Majesty). A new product based on that is scheduled to be released at the end of this year. Once this product is released, I think I might be able to experience some actual benefits.
NVIDIA recently launched a cloud gaming service. Have you ever heard of GeForce? Regarding the attachment showing the release of the Chipers, I can explain it by saying that they have combined cloud services with gaming. The service has just started. Usually, when you think of a cloud gaming service, you don't play games by receiving them from the next node.
Even if the specs are fast, as long as I am connected to the internet, it is a system where I can play games on a virtual platform. Even if the performance of the computer device itself isn't overwhelming, it can process things to some extent within the cloud. The point is that it exists. It is a service based on that.
While there may not be much impact in the short term, in the mid-to-long term, since not only NVIDIA but also Google's Steady... no, I mean, the sound... both companies are entering this market, so I see sufficient room for growth in the mid-to-long term. So, we have touched upon NVIDIA's investment points, but there seem to be some things to be aware of.
4. Due to the current major issue, I anticipate there will be some issues regarding numbers. Since people are staying at home, the number of games is increasing. Even if they don't go to PC cafes, they are downloading games a lot at home. In the case of Japanese energy GPUs, people are also having them delivered to their homes through online sales.
Ah, actually, I can say that the impact on that side will be less in the short term than expected, but if we talk about this becoming a long-term trend, it will inevitably have a direct impact. Additionally, the automotive division accounts for about 5% of NVIDIA's total business. As you know, regarding automobiles, the production facilities themselves have recently been in a state where...
I tried this due to the situation in the US. So, I believe that it is inevitable that it will have a significant impact in the short term. Also, the reason I have to mention Intel is that they have stated they will continue releasing GPUs as a new growth area, and that is correct; their competitor, AMD, is not consistently conducting research and development.
Therefore, the second risk point is that this competitor is launching a new GPU, which I view as the biggest risk point. Of course, when I talked about Intel last year, AMD CPUs performed very well, but I remember there wasn't much of an evaluation that they held a good position in the graphics card market.
Actually, regarding the AMD 5700 XT released last year, while I personally like it, it couldn't completely catch up to Nvidia's high-end products. So, while they succeeded in securing market share up to the mid-range level, Nvidia still holds the advantage in top-tier products, and that is how I can say it.
However, looking at the growth of these competitors, I would say that they might be able to survive, especially this year, with AMD's "Ping Navi," which is a very high-end We are releasing products and making predictions these days, and Intel also reportedly has expectations regarding performance. However, since I plan to sell after having been involved in GPUs for a long time and CPUs for the first time, while some argue that performance is better, the very fact that a newcomer has entered this market poses a risk, so I anticipate there will be some concerns regarding earnings.
So, finally, let me summarize for our viewers. Therefore, NVIDIA's investment points can be broadly divided into three categories. First is NVIDIA's acquisition of GPUs due to the recovery of data centers and the application of GPUs in data centers. Second is the NVIDIA AI ecosystem based on the CUDA language, which has been mentioned recently; this could require a second job.
Finally, regarding the key point of competition, I can say that we can expect further development in the existing gaming business and the effect of new products to be released early this year. There are also two major points to be aware of. As I have mentioned repeatedly with other companies, there is a sufficient risk that defenses could weaken due to COVID-19.
Second is our competitors, AMD and Intel. Anyway, this year... You can use it by saying that since new products are scheduled to be released, competition might be fiercer than expected when these two companies enter this market, and that you need to take these two points into account. Thank you for the neat summary.
Thank you. So, we took a look at NVIDIA today. I will be back with other useful information in the next video, so please subscribe, like, and turn on notifications. This is Global Superstar, exploring blue-chip companies around the world. See you in the next video. Thank you.
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