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但在英偉達最近的財報電話會議上,三星並未被指定為主要合作夥伴。執行長指出與台積電 (TSMC) 的合作夥伴關係
Nvidia (NASDAQ:NVDA) is fast-tracking certifications for Samsung Electronics (OTC:SSNLF) Co.’s AI memory chips, the Nvidia CEO confirmed.
Nvidia 執行長證實,Nvidia(納斯達克股票代碼:NVDA)正在快速追蹤三星電子(OTC:SSNLF)公司的 AI 記憶體晶片的認證。
Bloomberg reported that Nvidia is reviewing Samsung’s 8 and 12 high HBM3E offerings, as Huang confirmed at an event at the Hong Kong University of Science and Technology on Saturday.
根據彭博社報道,Nvidia 正在審查三星的 8 款和 12 款高 HBM3E 產品,黃仁勳週六在香港科技大學的活動中證實了這一點。
Interestingly, Samsung was not named as a major partner during Nvidia’s recent post-earnings call. The CEO highlighted partnerships with Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Amphenol, SK Hynix (OTC:HXSCL), Foxconn, Micron Technology (NASDAQ:MU), and Dell Technologies (NYSE:DELL).
有趣的是,在英偉達最近的財報電話會議上,三星並未被指定為主要合作夥伴。這位執行長強調了與台積電(NYSE:TSM)、安費諾、SK 海力士(場外交易代碼:HXSCL)、富士康、美光科技(納斯達克代碼:MU)和戴爾科技(NYSE:DELL)的合作關係。
Nvidia boasted a record third quarter with revenue up 94% year-over-year to $35.1 billion, easily beating the $33.12 billion Wall Street had in mind.
英偉達第三季營收創下歷史新高,年增 94% 至 351 億美元,輕鬆超過華爾街預期的 331.2 億美元。
However, Samsung did receive Nvidia approval for its fourth-generation high bandwidth memory (HBM) in July. But the approval was limited to Nvidia’s H20 GPU.
然而,三星的第四代高頻寬記憶體(HBM)確實在 7 月獲得了 Nvidia 的批准。但批准僅限於 Nvidia 的 H20 GPU。
Samsung’s delays in getting its more advanced AI memory chips certified have allowed SK Hynix and Micron to gain an upper hand in the market.
三星推遲其更先進的人工智慧儲存晶片的認證,使得 SK 海力士和美光在市場上佔了上風。
Nvidia’s Blackwell AI chips reportedly facing overheating issues
據報道,英偉達的 Blackwell AI 晶片面臨過熱問題
Separately, Nvidia’s latest Blackwell AI chips are said to be facing issues related to overheating. But when asked about this during the earnings call, Huang steered clear of the topic and highlighted instead that supply levels had exceeded expectations.
另外,據說英偉達最新的 Blackwell AI 晶片也面臨過熱的問題。但當在財報電話會議上被問及此事時,黃避開了這個話題,而是強調供應水平超出了預期。
The company shipped 13,000 GPU samples in Q3, including some of the first Blackwell DGX units to OpenAI, as per Nvidia CFO Colette Kress.
據 Nvidia 財務長 Colette Kress 稱,該公司在第三季交付了 13,000 個 GPU 樣本,其中包括一些首批向 OpenAI 提供的 Blackwell DGX 單元。
“Blackwell demand is staggering, and we are racing to scale supply to meet the incredible demand customers are placing on us,” Kress added.
「布萊克韋爾的需求令人震驚,我們正在競相擴大供應規模,以滿足客戶對我們提出的令人難以置信的需求,」克雷斯補充道。
Nvidia stock fell by 3.22% on Friday to close the week at $141.95. In after-hours trading, the stock slipped another 0.13% to $141.77, according to Benzinga Pro data.
Nvidia 股價週五下跌 3.22%,本週收在 141.95 美元。根據 Benzinga Pro 的數據,在盤後交易中,該股再次下跌 0.13% 至 141.77 美元。
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