女大的Volta热度还没开始# Stock
p*f
1 楼
目前是微温状态,赶脚美国本土基本上只有AWS部分upgrade上了。剩下那些巨头都还没
摸到毛,别说BAT了。可能跟Volta初始调试以及HBM产能有关。估计后面会慢慢赶上来。
目测大爆发会在下两个季度。。到时候data center绝对不是0.5B的revenue水平。
Inference这一块蛋糕比training还大。
Technology NVIDIA total addressable market
AI for high-performance computing (HPC) $4 billion by 2020
Deep Learning training $11 billion by 2020
Deep Learning inference $15 billion by 2020
Autonomous cars $8 billion by 2025
AI for cities $2 billion by 2021
摸到毛,别说BAT了。可能跟Volta初始调试以及HBM产能有关。估计后面会慢慢赶上来。
目测大爆发会在下两个季度。。到时候data center绝对不是0.5B的revenue水平。
Inference这一块蛋糕比training还大。
Technology NVIDIA total addressable market
AI for high-performance computing (HPC) $4 billion by 2020
Deep Learning training $11 billion by 2020
Deep Learning inference $15 billion by 2020
Autonomous cars $8 billion by 2025
AI for cities $2 billion by 2021