Nvdia is not the second Cisco! It's 90's Intel!
Nvidia is not Cisco,
It's Intel from the 90s
There are many analysts online,
Take today's Nvidia
Comparing Cisco in 2020
Think Nvidia's growth story is coming to an end.
But I think,
If you want to compare it to Nvidia, it's not Cisco,
It's the Intel Kingdom in the 90s
When Intel launched Pentium,
It ruled the PC era for 10 years.
Intel's main dominance is the CPU built on the x86 platform
And Intel's chip development speed
It's based on his founder Moore
The proposed Moore's Law,
The efficiency rate of the chip doubles every two years,
But the price fell by half.
Now Intel no longer has dominance,
AMD is also stealing CPU jobs.
This is another story
Today Nvidia is the king of GPU cards and systems,
Lao Huang proposed Huang's Law in 2021,
The computing power of AI GPUs is multiplied by 10 every 10 years,
In other words, the computing power doubles every year.
There is not much chip content
As long as it reaches calculation speed, that's fine
He didn't say whether the price would drop; very smart.
Now Nvidia's B200 dual GPU
Synthetic GB200 superchip
GB200's 208 billion transistor count
2.5 times H100
Floating-point computation speed increased by 5 times
Regardless of performance and complete system
I am working on an LLM large-scale language training model
It is also more than twice as fast as the previous generation H100,
It is 30 times faster and saves power
Nvidia Lao Huang is walking
A kingdom of supercomputing power created by oneself.
It's currently his Huang's law
Build your own unique operating speed mode
Others, such as AMD, are forever second-generation
Ceaseless chasing
Just the current B200
Not the Pentium back then
It's not about comparing how many chips are in a GPU
What software, hardware, and system platforms are competing
It's ecology
Of course Nvidia also has GPUs
Invisibly build a bigger moat
Just too protective and exclusive
It will also offend all the bosses
They will keep sharpening their knives
One day Nvidia will lose its dominance
Don't let him have a monopoly
Just don't know what year
Certainly not in these years
Finally, Nvidia's GPU is the power of counting speed,
Not a Cisco network router can be compared.
Qiu Tianxiong's early morning speech
To learn how to invest in US stocks, please contact our clients
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
生财有道致力于全方位成长投资。邱天雄老师曾是上市公司主要媒体的CEO领导，拥有超过20年的投资经验。主要投资美国，中国和大马。
1783Followers
0Following
3194Visitors
Follow
102514703 : If it were Intel, it would be over. The policies of the two companies are not the same. I prefer that Nvidia can always find a market to open up new markets
102125877 : Cisco is the biggest networking company. Both NVDA and Intel doing different things. So we can't compare them. Nvidia open up market on AI that drive thru business automation and transformation.
生财有道OP 102514703: You can go back and see how powerful Intel was in the 90s
生财有道OP 102125877: There are too many on the market, and Nvdia is the old Cisco
102514703 : Yes, but now the policy is conservative, I've been watching
102125877 生财有道OP: Yes that only focus on servers and pc business not AI market which Nvidia doing now. This is the next level.
邱天雄老师 102514703: It's a metaphor for Intel's dominance back then