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- donaldongdonaldong
  ·03-19
  Amazing advancement in the AI industry. The 4th Indistrial Revolutionization is happening, and the scale and speed of this revolution will be unprecedented! Largest tech companies are desperate to adopt and drive forward. Those lacking foresight will be dissolved.
  Nvidia Reveals Blackwell B200 GPU, The "World’s Most Powerful Chip" for AI
  Nvidia’s must-have H100 AI chip made it a multitrillion-dollar company, one that may be worth more than Alphabet and Amazon, and competitors have been fighting to catch up. But perhaps Nvidia is about
  Nvidia Reveals Blackwell B200 GPU, The "World’s Most Powerful Chip" for AI
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- donaldongdonaldong
  ·01-31
  Now is the chance to buy in this future 1T cap stock!!
  Chipmaker AMD Forecasts Quarterly Revenue below Estimates
  【Live: AMD Q4 Earnings Conference Call】Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for it
  Chipmaker AMD Forecasts Quarterly Revenue below Estimates
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advancement in the AI industry. The 4th Indistrial Revolutionization is happening, and the scale and speed of this revolution will be unprecedented! Largest tech companies are desperate to adopt and drive forward. Those lacking foresight will be dissolved.&nbsp;","listText":"Amazing advancement in the AI industry. The 4th Indistrial Revolutionization is happening, and the scale and speed of this revolution will be unprecedented! Largest tech companies are desperate to adopt and drive forward. Those lacking foresight will be dissolved.&nbsp;","text":"Amazing advancement in the AI industry. The 4th Indistrial Revolutionization is happening, and the scale and speed of this revolution will be unprecedented! Largest tech companies are desperate to adopt and drive forward. Those lacking foresight will be dissolved.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285849616838832","repostId":"2420238462","repostType":2,"repost":{"id":"2420238462","pubTimestamp":1710801655,"share":"https://www.laohu8.com/m/news/2420238462?lang=&edition=full","pubTime":"2024-03-19 06:40","market":"us","language":"en","title":"Nvidia Reveals Blackwell B200 GPU, The \"World’s Most Powerful Chip\" for AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2420238462","media":"The Verge","summary":"Nvidia’s must-have H100 AI chip made it a multitrillion-dollar company, one that may be worth more than Alphabet and Amazon, and competitors have been fighting to catch up. But perhaps Nvidia is about","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221793027278299171%22,%22type%22:1%7D\" title=\"Watch Now: GTC Jensen Huang’s Keynote Speech\" target=\"_blank\">Watch Now: GTC Jensen Huang’s Keynote Speech</a>】</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/881ba52cdbeba404e9f9193b8b982753\" title=\"The Blackwell B200 GPU.\" tg-width=\"2400\" tg-height=\"1600\"/><span>The Blackwell B200 GPU.</span></p><p>Nvidia’s must-have H100 AI chip made it a multitrillion-dollar company, one that may be worth more than Alphabet and Amazon, and competitors have been fighting to catch up. But perhaps Nvidia is about to extend its lead — with the new Blackwell B200 GPU and GB200 “superchip.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa3f418929a50c10b1a17ba95e16329\" title=\"Nvidia CEO Jensen Huang holds up his new GPU on the left, next to an H100 on the right, from the GTC livestream.\" tg-width=\"2400\" tg-height=\"1425\"/><span>Nvidia CEO Jensen Huang holds up his new GPU on the left, next to an H100 on the right, from the GTC livestream.</span></p><p>Nvidia shares slipped 1.4% in after hours trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48dc2c9766cac9fe87e0b25e3dfeadf5\" title=\"\" tg-width=\"847\" tg-height=\"829\"/></p><p>Nvidia says the new B200 GPU offers up to 20 <em>petaflops </em>of FP4 horsepower from its 208 billion transistors, and that a GB200 that combines two of those GPUs with a single Grace CPU can offer 30 times the performance for LLM inference workloads while also potentially being substantially more efficient. It “reduces cost and energy consumption by up to 25x” over an H100, says Nvidia.</p><p>On a GPT-3 LLM benchmark with 175 billion parameters, Nvidia says the GB200 has a somewhat more modest 7 times the performance of an H100, and Nvidia says it offers 4x the training speed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b2dc6bf1fce0939104ea042dbcc96ee\" title=\"Here’s what one GB200 looks like. Two GPUs, one CPU, one board.\" tg-width=\"2400\" tg-height=\"1633\"/><span>Here’s what one GB200 looks like. Two GPUs, one CPU, one board.</span></p><p>Nvidia told journalists one of the key differences is a second-gen transformer engine that doubles the compute, bandwidth, and model size by using four bits for each neuron instead of eight (thus the 20 petaflops of FP4 I mention earlier.) A second key difference only comes when you link up huge numbers of these GPUs in a server: a next-gen NVLink networking solution that lets 576 GPUs talk to each other, with 1.8 terabytes per second of bidirectional bandwidth.</p><p>That required Nvidia to build an entire new network switch chip, one with 50 billion transistors and some of its own onboard compute: 3.6 teraflops of FP8, says Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9147c538f644bcdae0bd7421a57fa706\" title=\"Nvidia says it’s adding both FP4 and FP6 with Blackwell.\" tg-width=\"2400\" tg-height=\"1363\"/><span>Nvidia says it’s adding both FP4 and FP6 with Blackwell.</span></p><p>Previously, Nvidia says, a cluster of just 16 GPUs would spend 60 percent of their time communicating with one another and only 40 percent actually computing.</p><p>Nvidia is counting on companies buying large quantities of these GPUs, of course, and is packaging them in larger supercomputer-ready designs, like the GB200 NVL72 which plugs 36 CPUs and 72 GPUs into a single liquid-cooled rack for a total of 720 petaflops of AI training performance or 1,440 petaflops (aka 1.4 <em>exaflops</em>) of inference. It has nearly two miles of cables inside, with 5,000 individual cables.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c31b5f312fa568f1ca0881310b23248\" title=\"The GB200 NVL72.\" tg-width=\"2400\" tg-height=\"1814\"/><span>The GB200 NVL72.</span></p><p>Each tray in the rack contains either two GB200 chips, or two NVLink switches, with 18 of the former and 9 of the latter per rack. In total, Nvidia says one of these racks can support a 27-trillion parameter model. GPT-4 is rumored to be around a 1.7-trillion parameter model.</p><p>The company says Amazon, Google, Microsoft, and Oracle are all already planning to offer the NVL72 racks in their cloud service offerings, though it’s not clear how many they’re buying.</p><p>And of course, Nvidia is happy to offer companies the rest of the solution, too. Here’s the DGX Superpod for DGX GB200, which combines eight systems in one for a total of 288 CPUs, 576 GPUs, 240TB of memory, and 11.5 exaflops of FP4 computing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5fed30ea06faa08938ddcdf171f7594c\" title=\"\" tg-width=\"2400\" tg-height=\"962\"/></p><p>Nvidia says its systems can scale to tens of thousands of the GB200 superchips, connected together with 800Gbps networking with its new Quantum-X800 Infiniband (for up to 144 connections) or Spectrum-X800 Ethernet (for up to 64 connections).</p><p>We don’t expect to hear anything about new gaming GPUs today, as this news is coming out of Nvidia’s GPU Technology Conference, which is usually almost entirely focused on GPU computing and AI, not gaming. But the Blackwell GPU architecture will likely also power a future RTX 50-series lineup of desktop graphics cards.</p></body></html>","source":"theverge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Reveals Blackwell B200 GPU, The \"World’s Most Powerful Chip\" for AI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Reveals Blackwell B200 GPU, The \"World’s Most Powerful Chip\" for AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-19 06:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theverge.com/2024/3/18/24105157/nvidia-blackwell-gpu-b200-ai><strong>The Verge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Watch Now: GTC Jensen Huang’s Keynote Speech】The Blackwell B200 GPU.Nvidia’s must-have H100 AI chip made it a multitrillion-dollar company, one that may be worth more than Alphabet and Amazon, and ...</p>\n\n<a href=\"https://www.theverge.com/2024/3/18/24105157/nvidia-blackwell-gpu-b200-ai\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4549":"软银资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4553":"喜马拉雅资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4567":"ESG概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4538":"云计算","BK4543":"AI","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4550":"红杉资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://www.theverge.com/2024/3/18/24105157/nvidia-blackwell-gpu-b200-ai","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420238462","content_text":"【Watch Now: GTC Jensen Huang’s Keynote Speech】The Blackwell B200 GPU.Nvidia’s must-have H100 AI chip made it a multitrillion-dollar company, one that may be worth more than Alphabet and Amazon, and competitors have been fighting to catch up. But perhaps Nvidia is about to extend its lead — with the new Blackwell B200 GPU and GB200 “superchip.”Nvidia CEO Jensen Huang holds up his new GPU on the left, next to an H100 on the right, from the GTC livestream.Nvidia shares slipped 1.4% in after hours trading.Nvidia says the new B200 GPU offers up to 20 petaflops of FP4 horsepower from its 208 billion transistors, and that a GB200 that combines two of those GPUs with a single Grace CPU can offer 30 times the performance for LLM inference workloads while also potentially being substantially more efficient. It “reduces cost and energy consumption by up to 25x” over an H100, says Nvidia.On a GPT-3 LLM benchmark with 175 billion parameters, Nvidia says the GB200 has a somewhat more modest 7 times the performance of an H100, and Nvidia says it offers 4x the training speed.Here’s what one GB200 looks like. Two GPUs, one CPU, one board.Nvidia told journalists one of the key differences is a second-gen transformer engine that doubles the compute, bandwidth, and model size by using four bits for each neuron instead of eight (thus the 20 petaflops of FP4 I mention earlier.) A second key difference only comes when you link up huge numbers of these GPUs in a server: a next-gen NVLink networking solution that lets 576 GPUs talk to each other, with 1.8 terabytes per second of bidirectional bandwidth.That required Nvidia to build an entire new network switch chip, one with 50 billion transistors and some of its own onboard compute: 3.6 teraflops of FP8, says Nvidia.Nvidia says it’s adding both FP4 and FP6 with Blackwell.Previously, Nvidia says, a cluster of just 16 GPUs would spend 60 percent of their time communicating with one another and only 40 percent actually computing.Nvidia is counting on companies buying large quantities of these GPUs, of course, and is packaging them in larger supercomputer-ready designs, like the GB200 NVL72 which plugs 36 CPUs and 72 GPUs into a single liquid-cooled rack for a total of 720 petaflops of AI training performance or 1,440 petaflops (aka 1.4 exaflops) of inference. It has nearly two miles of cables inside, with 5,000 individual cables.The GB200 NVL72.Each tray in the rack contains either two GB200 chips, or two NVLink switches, with 18 of the former and 9 of the latter per rack. In total, Nvidia says one of these racks can support a 27-trillion parameter model. GPT-4 is rumored to be around a 1.7-trillion parameter model.The company says Amazon, Google, Microsoft, and Oracle are all already planning to offer the NVL72 racks in their cloud service offerings, though it’s not clear how many they’re buying.And of course, Nvidia is happy to offer companies the rest of the solution, too. Here’s the DGX Superpod for DGX GB200, which combines eight systems in one for a total of 288 CPUs, 576 GPUs, 240TB of memory, and 11.5 exaflops of FP4 computing.Nvidia says its systems can scale to tens of thousands of the GB200 superchips, connected together with 800Gbps networking with its new Quantum-X800 Infiniband (for up to 144 connections) or Spectrum-X800 Ethernet (for up to 64 connections).We don’t expect to hear anything about new gaming GPUs today, as this news is coming out of Nvidia’s GPU Technology Conference, which is usually almost entirely focused on GPU computing and AI, not gaming. But the Blackwell GPU architecture will likely also power a future RTX 50-series lineup of desktop graphics cards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268932483342624,"gmtCreate":1706692036547,"gmtModify":1706692386641,"author":{"id":"4089867579726070","authorId":"4089867579726070","name":"donaldong","avatar":"https://static.tigerbbs.com/d64f17b77d1eff1405fb753b45503592","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"Now is the chance to buy in this future 1T cap stock!!","listText":"Now is the chance to buy in this future 1T cap stock!!","text":"Now is the chance to buy in this future 1T cap stock!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268932483342624","repostId":"2407313093","repostType":2,"repost":{"id":"2407313093","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1706651758,"share":"https://www.laohu8.com/m/news/2407313093?lang=&edition=full","pubTime":"2024-01-31 05:55","market":"us","language":"en","title":"Chipmaker AMD Forecasts Quarterly Revenue below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2407313093","media":"Reuters","summary":"【Live: AMD Q4 Earnings Conference Call】Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for it","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/m/live/1789033379427369/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789033379427369%22%2C%22type%22%3A1%7D\" title=\"AMD Q4 Earnings Conference Call\" target=\"_blank\">AMD Q4 Earnings Conference Call</a>】</p><p>Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.</p><p>Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6449752cc752d5990926e9213bdba9\" title=\"\" tg-width=\"846\" tg-height=\"850\"/></p><p>As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD&#39;s data center revenue.</p><p>While CEO Lisa Su said in December AMD&#39;s supply of AI chips for 2024 is &#34;well above&#34; $2 billion worth, the company&#39;s share of the AI chip industry is miniscule in comparison to leader Nvidia&#39;s nearly 80% market share.</p><p>The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.</p><p>Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.</p><p>AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts&#39; average estimate of $5.73 billion, according to LSEG data.</p><p>On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChipmaker AMD Forecasts Quarterly Revenue below Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-01-31 05:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>【<a href=\"https://ttm.financial/m/live/1789033379427369/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789033379427369%22%2C%22type%22%3A1%7D\" title=\"AMD Q4 Earnings Conference Call\" target=\"_blank\">AMD Q4 Earnings Conference Call</a>】</p><p>Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.</p><p>Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6449752cc752d5990926e9213bdba9\" title=\"\" tg-width=\"846\" tg-height=\"850\"/></p><p>As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD&#39;s data center revenue.</p><p>While CEO Lisa Su said in December AMD&#39;s supply of AI chips for 2024 is &#34;well above&#34; $2 billion worth, the company&#39;s share of the AI chip industry is miniscule in comparison to leader Nvidia&#39;s nearly 80% market share.</p><p>The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.</p><p>Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.</p><p>AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts&#39; average estimate of $5.73 billion, according to LSEG data.</p><p>On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","INTC":"英特尔"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407313093","content_text":"【AMD Q4 Earnings Conference Call】Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD's data center revenue.While CEO Lisa Su said in December AMD's supply of AI chips for 2024 is \"well above\" $2 billion worth, the company's share of the AI chip industry is miniscule in comparison to leader Nvidia's nearly 80% market share.The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts' average estimate of $5.73 billion, according to LSEG data.On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}