With ChatGPT triggering a surge in demand for AI large models, it accounts for more than 80% of the global GPU server marketNVIDIA, which has 94% of the global enterprise GPU market share, has seen its stock price rise by 56% in the past three months, and its stock price has risen by more than 210% this year, and its stock price has increased by more than 40 times in the past seven years, and its market value has exceeded $1 trillion.
At this GTC, Nvidia's autonomous driving "circle of friends" continued to expand. Chinese autonomous driving company Pony.ai, US electric vehicle startup? Canoo? And Faraday Future to join Nvidia's autonomous driving ecosystem, will adopt YingweiDrive AGX computing platform and corresponding supporting software. Clara is an AI-powered medical imaging supercomputing platform developed by Nvidia to speed up the processing of applications on legacy devices, said Kimberly Powell. According to reports, the core of this platform is Clara AGX, based on Nvidia Xavier AI computing module, Turing GPU computing architecture, can be expanded from entry-level devices to the most demanding 3D instruments.
Recently, the annual NvidiaGTC conference kicked off again. Wearing his signature leather jacket, "AI Jen-Hsun Huang" introduced developers to Nvidia's latest advances in hardware and AI. CES at the beginning of the year has just passed, for Nvidia, it is necessary to come up with a lot of new things in a short time, and it is not small.
And just when the car cloud bacteria was nearly run by the audience's emotions, we found a series of videos produced by NVIDIA DRIVE Labs on the official public number of Nvidia. The video content intuitively demonstrates NVIDIA DRIVE AV software from an engineering perspectiveThe manufacturing sector has deep technology accumulation and production capacity, which can provide a stable and high-quality HBM supply for Nvidia. In addition, the two companies have a close cooperation relationship in technology research and development and marketing, and jointly promote the development and application of HBM technology.
SK Hynix is also a significant HBM chip producer. The company also has a deep accumulation in the field of HBM technology and has launched several HBM products. SK Hynix's HBM chips are outstanding in terms of performance, power consumption and reliability, and have been favored by many customers. Except Samsung and SK SeaIn addition to Lux, there are a number of other companies in the development and production of HBM chips, but these companies have a relatively small market share.
Nvidia's only supplier is TSMC Taiwan Semiconductor Manufacturing Company. TSMC is the world's largest semiconductor manufacturer, providing integrated circuit (IC) manufacturing services to a wide range of companies. Nvidia is one of TSMC's key customers, and most of its graphics chips are made by TSMC.
China NVIDIA usually refers to the Chinese company that is analogized as Nvidia, which is currently the closest in the field of artificial intelligence and graphics processingNvidia's Chinese companies are Huawei's Hisilicon and the upstart BIREN TECHNOLOGY.