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但在英伟达最近的财报电话会议上,三星并未被指定为主要合作伙伴。首席执行官指出与台积电 (TSMC) 的合作伙伴关系
Nvidia (NASDAQ:NVDA) is fast-tracking certifications for Samsung Electronics (OTC:SSNLF) Co.’s AI memory chips, the Nvidia CEO confirmed.
Nvidia 首席执行官证实,Nvidia(纳斯达克股票代码:NVDA)正在快速跟踪三星电子(OTC:SSNLF)公司的 AI 存储芯片的认证。
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.
据彭博社报道,Nvidia 正在审查三星的 8 款和 12 款高 HBM3E 产品,黄仁勋周六在香港科技大学的一次活动中证实了这一点。
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,在英伟达最近的财报电话会议上,三星并未被指定为主要合作伙伴。这位首席执行官强调了与台积电(纽约证券交易所代码:TSM)、安费诺、SK 海力士(场外交易代码:HXSCL)、富士康、美光科技(纳斯达克代码:MU)和戴尔科技(纽约证券交易所代码:DELL)的合作关系。
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.
英伟达第三季度营收创下历史新高,同比增长 94% 至 351 亿美元,轻松超过华尔街预期的 331.2 亿美元。
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,三星的第四代高带宽内存(HBM)确实在 7 月份获得了 Nvidia 的批准。但批准仅限于 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.
三星推迟其更先进的人工智能存储芯片的认证,使得 SK 海力士和美光在市场上占据了上风。
Nvidia’s Blackwell AI chips reportedly facing overheating issues
据报道,英伟达的 Blackwell AI 芯片面临过热问题
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,据说英伟达最新的 Blackwell AI 芯片也面临着过热的问题。但当在财报电话会议上被问及此事时,黄避开了这个话题,而是强调供应水平超出了预期。
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.
据 Nvidia 首席财务官 Colette Kress 称,该公司在第三季度交付了 13,000 个 GPU 样本,其中包括一些首批向 OpenAI 提供的 Blackwell DGX 单元。
“Blackwell demand is staggering, and we are racing to scale supply to meet the incredible demand customers are placing on us,” Kress added.
“布莱克韦尔的需求令人震惊,我们正在竞相扩大供应规模,以满足客户对我们提出的令人难以置信的需求,”克雷斯补充道。
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 股价周五下跌 3.22%,本周收于 141.95 美元。根据 Benzinga Pro 的数据,在盘后交易中,该股再次下跌 0.13% 至 141.77 美元。
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