Jensen Huang Says 'Other Blackwells Coming' Even As Nvidia Gears Up For 'Lot Of Blackwell Revenue' This Year: 'It's Going To Be Terrific'
Jensen Huang Says 'Other Blackwells Coming' Even As Nvidia Gears Up For 'Lot Of Blackwell Revenue' This Year: 'It's Going To Be Terrific'
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is upbeat about the company's latest Blackwell chips after the company delivered better-than-expected results in the March 2024 quarter.
英偉達公司（納斯達克股票代碼：NVDA）首席執行官黃延森對該公司最新的布萊克韋爾芯片持樂觀態度，此前該公司在2024年3月的季度業績好於預期。
What Happened: Huang is all fired up about the company's recently launched Blackwell chips, revealing that not only is the production already underway, but that the company will start seeing revenue from these new AI super chips this year itself.
發生了什麼：黃對該公司最近推出的Blackwell芯片大吃一驚，他透露不僅生產已經在進行中，而且該公司將在今年開始從這些新的AI超級芯片中獲得收入。
"We will see a lot of Blackwell revenue this year," Huang said, answering a question during the company's post-earnings call with analysts.
黃在公司與分析師的業績後電話會議上回答一個問題時說：“今年我們將看到布萊克韋爾的大量收入。”
Subscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox.
訂閱 Benzinga 科技趨勢時事通訊 將所有最新的技術開發發送到您的收件箱。
He revealed that while Blackwell is under production, shipments will begin in Q2, and installations in data centers will be visible in Q4.
他透露，雖然Blackwell正在生產中，但發貨將在第二季度開始，數據中心的安裝將在第四季度上線。
But Nvidia is not stopping here with just one Blackwell chip – Huang revealed that newer versions are in the pipeline, too.
但是，Nvidia並不僅限於此，只有一款布萊克韋爾芯片——黃透露，新版本也在研發中。
"After Blackwell... we have other Blackwells coming," Huang said, adding that the update timeframe has been kept short at a "one-year rhythm."
黃說：“繼布萊克韋爾之後... 我們還有其他布萊克韋爾即將上線，” 他補充說，更新時間表一直保持在 “一年的節奏”。
"It's going to be terrific."
“太棒了。”
One of the reasons behind the shorter upgrade cycle, according to Huang, is that Nvidia's customers "need to make money today." He added that these customers will be able to buy new chips as and when they come and "performance average" their way into it.
黃說，縮短升級週期的原因之一是Nvidia的客戶 “今天需要賺錢”。他補充說，這些客戶將能夠隨時購買新芯片，並且 “性能一般”。
Huang also noted that the Blackwell platform "forms the foundation for trillion-parameter scale generative AI."
黃還指出，Blackwell平台 “構成了萬億參數規模的生成式人工智能的基礎”。
Why It Matters: Nvidia's blowout performance in the first quarter has top tech analysts excited about the chip designer's prospects.
爲何重要：英偉達在第一季度的井噴式表現讓頂級科技分析師對芯片設計師的前景感到興奮。
Key Banc Capital Markets analyst John Vinh said Nvidia's Q1 performance shows the "AI revolution" is real, while Deepwater Asset Management's Gene Munster thinks that the "Nvidia party is turning into a rager."
銀行資本市場主要分析師約翰·榮表示，英偉達第一季度的表現表明 “人工智能革命” 是真實的，而深水資產管理公司的吉恩·芒斯特則認爲 “英偉達黨正在變成狂暴者”。
Reacting to Nvidia's performance, Wedbush's Dan Ives thinks the tech industry is headed for trillion-dollar valuations, as traditional data centers evolve to become AI factories.
Wedbush的丹·艾夫斯在回應Nvidia的表現時認爲，隨着傳統數據中心演變爲人工智能工廠，科技行業的估值正走向萬億美元。
Price Action: Nvidia's shares surged nearly 7% in premarket trading on Thursday, after closing at $949.50 on Wednesday, according to Benzinga Pro.
價格走勢：根據Benzinga Pro的數據，英偉達股價在週三收於949.50美元后，週四在盤前交易中飆升了近7％。
Check out more of Benzinga's Consumer Tech coverage by following this link.
點擊此鏈接，查看Benzinga對消費科技的更多報道。
Photo courtesy: Nvidia
照片由 Nvidia 提供