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(続き) We can cross-examine this by looking at comments by CEOs, such as Lisa Su who stated AI accelerators will reach $400 billion by 2027. Nvidia has over 95% market share of data center GPUs but with custom silicon ASICs and more GPUs coming online, this is closer to 80% market share of AI accelerators. If this estimate materializes, Nvidia’s data center segment will be at $320 billion in 2027, up from data center run rate of $90 billion today, with consensus at roughly $145 billion data center segment by end of calendar year 2025 (consensus is total revenue of $157.51, deducting for other segments). data center revenue In my analysis last month on the Blackwell architecture, I made the argument these estimates are too ... [+]I/O FUND In my analysis last month on the Blackwell architecture, I made the argument these estimates are too low and that my firm expects we will see a $200 billion data center segment by end of CY2025 propelled forward by the B100, B200 and GB200, including the following points: “Taiwan Semi’s CoWos capacity, which is essential for Blackwell’s architecture, is estimated to rise to 40,000 units/month by the end of 2024, which is more than a 150% YoY increase from ~15,000 units/month at the end of 2023. Applied Materials has boosted its forecast for HBM packaging revenue from a prior view for 4X growth to 6X growth this year.” (続く)
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(続き) "Millions of GPU Data Centers are Coming.” On June 2nd, Jensen Huang made a very important statement about the future of AI that answers quite succinctly why Nvidia is on the verge of becoming the World’s Most Valuable Company: Forbes Daily: Join over 1 million Forbes Daily subscribers and get our best stories, exclusive reporting and essential analysis of the day’s news in your inbox every weekday. And so the amount of generation we're going to do in the future is going to be extraordinary.” - Jensen Huang, CEO of Nvidia, Computex keynote Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be hundreds-of-thousands of GPUs in data centers. Due to the market’s forward-looking nature, 2025 is getting close to being fully priced in. Here is a slide of what this looks like from the perspective of scaling the ethernet networking to support a million-plus GPU cluster. Today, there are tens-of-thousands of GPUs in data centers. By end of 2025, there will be ... [+]NVIDIA, COMPUTEX KEYNOTE PRESENTATION Here’s what we know about Big Tech’s purchases, thus far. Microsoft is reportedly looking to triple its GPU supply to 1.8 million GPUs this year to meet elevated demand for Azure, while Meta has disclosed its GPU orders with an announcement for 150,000 H100s last year and 350,000 H100s or H100-equivalents this year. Musk announced that X’s 100,000 H100 cluster would be online in a few months and hinted at a possible 300,000 B200 GPU purchase. (続く)
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Biden announces the U.S. will pay to rebuild schools and other infrastructure in Gaza. Somehow we end up paying to destroy everything and rebuild everything in other countries, for wars that we are not even involved in. We have $35 trillion in debt Our debt is growing $3 trillion per year Our own cities and infrastructure are falling apart Why are we rebuilding other countries but we cannot even rebuild out own? バイデン氏は、米国がガザ地区の学校やその他のインフラの再建に資金を提供すると発表した。 どういうわけか、私たちは関与もしていない戦争のために、他国ですべてを破壊し、すべてを再建するためにお金を払わなければならないのです。 我々は35兆ドルの負債を抱えている 我々の負債は年間3兆ドル増加している 私たちの都市とインフラは崩壊しつつある なぜ私たちは他の国を再建しているのに、自分たちの国を再建することすらできないのでしょうか? @WallStreetSilv
昨日のXで話題のツイートで取り…
2024/06/15 05:57
昨日のXで話題のツイートで取り上げられていたForbesの記事です。 データセンター向けの需要は今後も伸びるとの内容です。 ================== Here’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030 Updated Jun 7, 2024, 04:40pm EDT(要約) Nvidia has a market cap of $3 trillion today. We believe Nvidia will reach a $10 trillion market cap by 2030 or sooner through a rapid product road map, it’s impenetrable moat from the CUDA software platform, and due to being an AI systems company that provides components well beyond GPUs, including networking and software platforms. (中略) “The days of millions of GPU data centers are coming. And the reason for that is very simple. Of course, we want to train much larger models. But very importantly, in the future, almost every interaction you have with the Internet or with a computer will likely have a generative AI running in the cloud somewhere. And that generative AI is working with you, interacting with you, generating videos or images or text or maybe a digital human. And so you're interacting with your computer almost all the time, and there's always a generative AI connected to that. Some of it is on-prem, some of it is on your device and a lot of it could be in the cloud [...] (中略) If this estimate materializes, Nvidia’s data center segment will be at $320 billion in 2027, up from data center run rate of $90 billion today, with consensus at roughly $145 billion data center segment by end of calendar year 2025 (consensus is total revenue of $157.51, deducting for other segments). ================== 『革ジャンおじさんと愉快な仲間達』に全文掲載