[Core Information 05.31] Nvidia is achieving a new breakthrough in AI, and memory demand is expected to boost (2023/5/31 11:38:32)
1. Nvidia releases the DGX GH200 supercomputer
Nvidia announced on Tuesday that the Grace Hopper super chip has been fully operational, IT Home reported. The chips are the core components of Nvidia's new DGX GH200 AI supercomputing platform and MGX system, designed to handle a huge number of generative AI tasks.
Grace Hopper Super chip is a CPU + GPU integration scheme developed by Nvidia. It integrates 72-core Grace CPU, Hopper GPU, 96GB HBM 3 and 512 GB LPDDR5X into the same package, with a total of 200 billion transistors. This combination provides a data bandwidth of up to 1 TB/s between the CPU and the GPU, providing a huge advantage for some memory-limited workloads.
2. Nvidia will take up 60% of the AI product market this year
According to investment bank jpmorgan Chase, Nvidia will take up to 60% of the AI product market this year with hardware products such as GPU and network products, TechWeb reported, citing foreign media. ChatGPT Generative AI has boosted the demand for high performance GPU such as Nvidia H100, A100, H800 and A800, making Nvidia one of the biggest winners in the revolution.
Nvidia's revenue for the first quarter of fiscal 2024 fell 13% from a year earlier to $7.19 billion. But in the same period, data center revenue reached a record $4.28 billion, up 14% year on year, accounting for 60% of revenue; gaming revenue was $2.24 billion, down 38% year on year, representing 31% of revenue.
Nvidia is a leader in AI, with about an 80% share of the AI processor market, and its high-end processors have been used to train and run a variety of chatbots. The company is favored by investors and is considered a key supplier to meet AI's computing power needs.
3. Industry: Memory prices may bottom out in June, and AI demand needs to be seen
According to the financial news agency 29, a number of manufacturers, market analysts said recently that June or the memory chip price low, with the "destocking" measures gradually release the effect, memory chip sales price is expected to rebound.
As for the recent surge in AI demand, the impact on the storage industry is limited. Jiang Bolong, Baiwei storage and other enterprises have told the financial Union reporter that AI has not had a direct impact on the business.
4.iPhone 15 is about to mass production, Foxconn to recruit heavily
As a new generation iPhone is usually released this month, Foxconn, the world's largest iPhone producing area, is also hiring with a bonus of up to 3,500 yuan.
According to the Zhengzhou Foxconn iDPBG business group, the employee recruitment bonus will be increased from May 29, up to 3,500 yuan per person, including 2,500 yuan to 3,000 yuan for key manufacturing positions and 500 yuan for referees. The previous recruitment bonus from May 22 to 28 was 3,000 yuan per person. In terms of hourly workers, the hourly cost will increase by 2 yuan from May 29, to the highest value of 22 yuan / hour.