“We get that the Street is snake bit and perhaps not in the mood for all the GTC cool stuff that is hugely strategic. “Ada Lovelace and the compute big brother Hopper are set to be the biggest GPU launches in the history of GPUs and we dare say the biggest compute launches in the last generation in Silicon Valley,” Mosesmann wrote excitedly. The 5-star analyst thinks the Street is completely underappreciating the seismic changes at play.
Yet, the Street’s tepid reaction is perhaps a reflection of the sheen Nvidia has lost over the past year dwindling Gaming sales, the expected loss of GPU revenue over the Ethereum merge and the US government’s restrictions on exports of the H100 to China have all helped sour sentiment for this once unstoppable growth story.īut write off Nvidia at your peril, appears to be the stance of Rosneblatt’s Hans Mosesmann. That’s just a taster of all the things on offer. Huang also said that the 2nd-generation OVX systems – designed for scaling out metaverse applications and set to be powered by Ada Lovelace L40 data center GPUs – are also now in full production. The H100 - touted as the most powerful AI-focused GPU the company has manufactured, which is based on the Hopper architecture and armed with Hopper’s next-generation Transformer Engine - is now in full production and will begin shipping via OEMs in October. In his keynote, CEO Jensen Huang called the new GPU a “quantum leap” which will give creators the ability to build fully simulated worlds. NVIDIA announced the launch of the next-generation GeForce RTX 40 Series GPUs powered by the Ada Lovelace architecture. Nvidia ( NVDA ) stock has been through the wringer this year and even the latest announcements made by the chip giant at its fall GTC gathering didn’t really help to move the needle on the shares.
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