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Nvidia Fueled Tesla's FSD Version 12 With Massive AI Infrastructure Support, Says CFO: 'Paved The Way For Breakthrough Performance'

Nvidia Fueled Tesla's FSD Version 12 With Massive AI Infrastructure Support, Says CFO: 'Paved The Way For Breakthrough Performance'

首席財務官表示,Nvidia通過大規模的人工智能基礎設施支持推動了特斯拉的FSD第12版:“爲突破性性能鋪平了道路”
Benzinga ·  05/22 22:43

Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) boasted about Tesla Inc.'s (NASDAQ:TSLA) expansion of its AI training cluster to 35,000 H100 GPUs, which led to a significant performance boost for the electric vehicle giant's latest autonomous driving software.

黃延森領導的英偉達公司(納斯達克股票代碼:NVDA)吹噓特斯拉公司。”s(納斯達克股票代碼:TSLA)將其人工智能訓練集群擴展到35,000個H100 GPU,這爲這家電動汽車巨頭最新的自動駕駛軟件帶來了顯著的性能提升。

What Happened: On Wednesday, during Nvidia's first-quarter earnings call, the company's chief financial officer, Corlette Kress, spoke about the tech giant's role in Tesla's AI infrastructure expansion. According to Kress, the increased AI infrastructure reportedly contributed to the remarkable performance of Tesla's full self-driving (FSD) version 12.

發生了什麼:週三,在英偉達的第一季度業績電話會議上,該公司首席財務官科萊特·克雷斯談到了這家科技巨頭在特斯拉人工智能基礎設施擴張中的作用。根據克雷斯的說法,據報道,人工智能基礎設施的增加爲特斯拉全自動駕駛(FSD)第12版的出色表現做出了貢獻。

She said, "We supported Tesla's expansion of their AI training cluster to 35,000 H100 GPUs." Adding, "Their use of Nvidia AI infrastructure paved the way for breakthrough performance of FSD version 12, their latest autonomous driving software based on vision."

她說:“我們支持特斯拉將其人工智能訓練集群擴展到35,000個H100 GPU。”補充說:“他們對Nvidia AI基礎設施的使用爲FSD版本12的突破性能鋪平了道路,這是他們最新的基於視覺的自動駕駛軟件。”

"The next industrial revolution has begun," said Huang on the call. Adding, "Companies and countries are partnering with NVIDIA to shift the trillion-dollar installed base of traditional data centers to accelerated computing and build a new type of data center, AI factories, to produce a new commodity, artificial intelligence."

黃在電話會議上說:“下一次工業革命已經開始。”補充說:“各公司和國家正在與NVIDIA合作,將傳統數據中心的萬億美元安裝基礎轉移到加速計算上,並建造一種新型的數據中心——人工智能工廠,以生產一種新的商品——人工智能。”

Why It Matters: Following Nvidia's remarkable quarterly performance, analysts like Dan Ives and Gene Munster expressed that this "party's just getting started."

爲何重要:繼英偉達的出色季度表現之後,丹·艾夫斯和吉恩·芒斯特等分析師表示,這個 “派對才剛剛開始”。

The tech giant's remarkable surge was propelled by its data center segment, which experienced an extraordinary 427% growth in the most recent quarter, fueled by robust demand for its AI processors.

這家科技巨頭的驚人增長是由其數據中心板塊推動的,在對其人工智能處理器的強勁需求的推動下,該細分市場在最近一個季度實現了427%的驚人增長。

Nvidia also disclosed adjusted earnings per share (EPS) of $6.12, accompanied by $26 billion in revenue, showcasing rises of 461% and 262%, respectively, compared to the last year. Additionally, the company announced a 10-for-1 stock split and boosted its quarterly dividend by 150%.

英偉達還披露調整後的每股收益(EPS)爲6.12美元,收入爲260億美元,與去年相比分別增長了461%和262%。此外,該公司宣佈以10比1的比例進行股票分割,並將其季度股息提高了150%。

In August 2023, Tesla deployed a 10,000-unit Nvidia H100 GPU cluster to expedite the training of its full self-driving technology. At the time, Tesla CEO Elon Musk said, "H100 is ~3X faster than A100 in our tests."

2023 年 8 月,特斯拉部署了 10,000 個單元的 Nvidia H100 GPU 集群,以加快其全自動駕駛技術的訓練。當時,特斯拉首席執行官埃隆·馬斯克表示:“在我們的測試中,H100比A100快約3倍。”

Last month, it was reported that Tesla plans to ramp up its AI development by installing 85,000 Nvidia H100 chips by the end of this year. These chips play a crucial role in Musk's AI endeavors, encompassing the creation of sophisticated robots such as Optimus Bot and Robotaxi, as well as a supercomputer dubbed Dojo.

上個月,有報道稱,特斯拉計劃在今年年底之前安裝8.5萬個Nvidia H100芯片,從而加強其人工智能開發。這些芯片在馬斯克的人工智能事業中起着至關重要的作用,包括創建尖端機器人,例如擎天柱機器人和Robotaxi,以及一臺名爲Dojo的超級計算機。

NVDA Price Action: On Wednesday, Nvidia shares ended the regular session 0.46% lower at $949.50. However, the shares soared 6.06% in the after-hours trading at $1,007.

NVDA價格走勢:週三,英偉達股價收盤下跌0.46%,至949.50美元。但是,該股在盤後交易中飆升了6.06%,至1,007美元。

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