strong alliance,
An eternal topic in the global science and technology field
[Technology Explanation｜Daily Highlights] A few days ago, I saw that Nvidia and Microsoft in the GPU field had made a ten-year cloud computing agreement. At first I thought that Microsoft Azure and Nvidia GPU There is some cooperation, but it is not the case, but I am delusional.
Some in the industry have said there may be potential "moral" support for Microsoft's acquisition of Activision Blizzard (Activision Blizzard), which means integrating Microsoft's Xbox PC games on Nvidia's GeForce Now cloud gaming service platform.
Prior to this, the GeForce Now cloud game service platform supported many game manufacturers and provided cloud game services. Since its launch in 2019, it has provided more than 1,500 instant streaming games. Enjoy the game experience flexibly in the cloud, including 4K high-definition, ultra-low latency, 5.1, 7.1 surround sound, etc. In fact, it is the game acceleration service provided by Nvidia for game manufacturers to enhance the experience of gamers. However, Nvidia has formed this kind of game acceleration technical support into a third-party cloud service platform, and then built a GeForce Now cloud game ecosystem, including game manufacturers, mobile phone manufacturers, tablet computer manufacturers, computer PC manufacturers, console manufacturers, smart TVs , VR/AR equipment, screen speakers, smart vehicles and other smart terminals.
Of course, the fundamental reason why a manufacturer of game graphics cards can play cloud game platform services lies in the continuous innovation of Nvidia. Whether it is in the field of GPU chip hardware or in the field of software services, hard and soft is the last word for development. .
Of course, the GeForce Now cloud game service platform’s strategic cooperation with Microsoft has caught my attention. At the same time, NVIDIA’s previous cooperation with cloud service providers to provide AI-as-a-service (AI-as-a-service) is also quite attractive. . For the enterprise field of the to B industry, allowing enterprise users to flexibly access the AI platform using Nvidia Nvidia just like accessing cloud servers and cloud storage, this has indeed further strengthened the flexible coverage of GPUs in the industry enterprise field. It can be said that it is easier to carry forward with the help of strength.
In October 2022, Oracle will add more than 10,000 Nvidia GPU chips to its public cloud to strengthen the AI capabilities of Oracle's cloud business.
In November 2022, Microsoft will equip Azure with tens of thousands of Nvidia GPUs, and Microsoft Azure cloud customers can access multiple computing instances powered by Nvidia A100 chips.
Of course, AWS Amazon Cloud Technology, Alibaba Cloud and Nvidia have varying degrees of cooperation in the GPU field. Not only that, but in the enterprise-oriented field, Nvidia has cooperated to varying degrees with enterprise-level IT manufacturers Dell Technologies, HPE, Inspur, SuperChange, and H3C. For example, on January 18, 2023, NVIDIA and Dell Technologies announced at the PowerEdge-Next event that 15 next-generation Dell PowerEdge server systems will be accelerated by NVIDIA, so that enterprise users can take advantage of NVIDIA's GPUs, DPUs, and NVIDIA AI Enterprise software. A full-stack AI solution including the suite.
To this end, many executives, including Nvidia CEO Huang Renxun, have agreed that AI has become a huge opportunity and will drive strong growth in data centers. For Nvidia, whose market value has exceeded 500 billion U.S. dollars, how it will surprise the industry again in 2023. However, looking at the fourth quarter and full-year performance report released by Nvidia on February 24, the overall revenue slowed down like a soft landing, and the revenue has slowed down. Revenue was US$6.05 billion, down 21% from US$7.643 billion in the same period last year; net profit was US$1.414 billion, down 53% from US$3.003 billion in the same period last year. In fiscal year 2023, Nvidia's total revenue will reach 26.97 billion US dollars, which is the same as the same period last year. In fiscal year 2023, Nvidia’s net profit was US$4.368 billion, a 55% decline from US$9.752 billion in fiscal year 2022.
It can be seen that in the face of the slowdown in revenue growth in fiscal year 2023 and the reality of a 55% decline in net profit, Nvidia is still under a lot of pressure in the post-epidemic era, but what is valuable is that it continues to innovate, which has extremely triggered the "disruption" of CPU chip giants. panic". (by Aming)
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[Global Storage Observation｜Global Cloud Observation｜Aming Observation｜Technology Explanation] Focus on the analysis of technology companies, use data to speak, and show you how to understand technology. This article and the author's reply only represent personal opinions and do not constitute any investment advice.