Hopper58 schreef op 15 oktober 2024 18:16:
In een artikel over de overdreven daling van NVIDIA:
'ASML’s disappointing outlook isn’t necessarily bad for Nvidia. ASML explicitly said AI-related demand remains strong and the weakness stems from the logic chip business. The most likely culprit may be Intel, which makes central processing units, or CPUs, for PCs and servers.
Nvidia has consistently said demand for its AI GPUs is still robust.
Earlier this month, the company stated in an investor presentation “demand continues to exceed supply” even after supply has expanded significantly this year.
Last week, Nvidia management also said Blackwell GPU products are “booked out 12 months,” which means if a customer puts in an order today they won’t receive the product until late next year.
Nvidia’s most important Blackwell AI server system is also now shipping. On Tuesday, Dell Technologies announced PowerEdge XE9712 Nvidia GB200 NVL72-based server “is sampling for select customers now.”
The NVL72 is the star Nvidia’s Blackwell lineup. It stitches together 36 GB200 Superchips, with each GB200 connecting two Blackwell GPUs to an Nvidia Grace CPU so that they can work more efficiently together.
This means each NVL72 system has 72 Blackwell GPUs all linked together for an unprecedented density of computing power. Earlier this year, KeyBanc said the NVL72 will cost about $3.8 million and represent the vast majority of Nvidia’s GB200 shipments.
Ultimately, ASML’s business trends may not have a direct correlation with Nvidia’s results.'
www.marketwatch.com/articles/nvidia-s...