엔비디아 - 테크42

엔비디아

변화하는 AI 칩 시장, 엔비디아의 미래를 어떻게 좌우할까?

2024.02.26

The war for artificial intelligence chips, which has been dominated by NVIDIA, is moving to a new front. This new market will be much larger, but also much more competitive. NVIDIA has grown into a $2 trillion company by supplying the chips needed for the incredibly complex task of training artificial intelligence models.

엔비디아, 실적 우려는 없었다... 4분기 매출 265% ↑

2024.02.22

The past year has been a breakthrough year for artificial intelligence (AI), and no company has benefited more from the trend than chipmaker Nvidia. According to an earnings report released Wednesday, Nvidia's revenue rose to about $12.3 billion for the three months ended Jan. 28.

마이크로소프트, 엔비디아 의존도 낮추기 위한 AI 서버 장비 개발

2024.02.21

The Information, which publishes business reports for C-levels and entrepreneurs, reported Tuesday that Microsoft is working on a new network card called Maia in an effort to reduce its reliance on Nvidia's chips, Microsoft is developing a new network card to boost the performance of its AI server chip, Maia, in an effort to reduce its reliance on Nvidia's chips, The Information reported.

AI 시장의 최대 이벤트, 엔비디아 실적발표 D-1

2024.02.20

In a week full of FOMC minutes, speeches from seven Federal Reserve officials, and PMI data releases, the most anticipated event of the week may be Nvidia's earnings announcement.

엔비디아, 소규모 AI 스타트업 투자 공개... 주가는 급등

2024.02.16

Nvidia's initial public offering has sent shares of smaller AI companies soaring. Investors are so confident in Nvidia's AI technology that they are increasing their investments in the companies it has backed. Nvidia disclosed in a securities regulatory filing on Wednesday that it holds stakes in several publicly traded companies, including ARM, SoundHound AI, Recursion Pharmaceuticals, Nano-X Imaging, and TuSimple.

‘엔비디아’가 ‘구글·아마존’ 제치고 미국 3위 기업으로 등극한 이유

류정민 기자

2024.02.16

엔비디아가 생성AI 붐에 힘입어 급상승하면서 미국에서 시가총액으로 3위 기업으로 등극했다. 이러한 기업의 성장은 AI 기술이 칩 제조업체의 주가를 어떻게 급등시켰는지 보여주는 최신 사례가 됐다. 현재 엔비디아는 이전 제품보다 더 많은 메모리 용량과 대역폭을 갖춘 우수한 AI 칩인 H200 출시를 앞두고 있다.

테슬라 부진에도 불구하고, 7대 '빅테크' 실적 기대

2024.01.29

Despite a disappointing quarterly earnings report from electric car leader Tesla, the other seven big techs are expected to report solid results. Excluding Tesla, the seven big techs are expected to post a 53.7% year-over-year increase in total revenue for the fourth quarter, according to financial information analytics firm FactSet.

젠슨 황 엔비디아 CEO, 4년 만에 중국 방문…AI 칩 규제 우회 논란

2024.01.22

Jensen Huang, co-founder of U.S. semiconductor company Nvidia and CEO of Nvidia, recently visited China for the first time in four years. Earlier this month, he visited Nvidia offices in Shenzhen, Shanghai, and Beijing to celebrate the Lunar New Year with employees.

[스마트폰 그 후] 스마트 카(Smart Car)

리플루언서

2024.01.16

현재 스마트카는 커넥티드(Connected Car)와 자율주행(Autonomous driving)이라는 두가지 방향으로 발전을 하고 있는데, 테슬라가 자율주행 분야 역시 시장을 선도하고 있다.

엔비디아, 주가 고공행진에 '주식 분할' 가능성 높다

2024.01.15

It's looking increasingly likely that Nvidia will do another stock split. Nvidia has split its stock a total of five times since 2000. The most recent split was in July 2021, a 4-for-1 split that gave shareholders four additional shares for every one they owned.

엔비디아, 가정용 AI 실행 위한 신형 칩 공개

2024.01.09

Global graphics card leader Nvidia has unveiled new chips designed to run AI applications at home. The company announced three new graphics cards on Monday: the RTX 4060 Super, RTX 4070 Ti Super, and RTX 4080 Super. The cards are all priced between $599 and $999, making them affordable for most consumers.

‘월스트리트’가 주목한 ‘생성형 AI 프리미엄’ 주식들

류정민 기자

2023.12.28

엔비디아는 올해 생성AI 열풍으로 투자자들로부터 큰 주목을 받았다. 이와 함께 AMD, 아리스타, 클라우드플레어 등 기술주들도 상승세를 보였으며, 특히 이 세 주식 모두 올해 두배 이상의 상승률을 기록했다.

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