After the market closed on November 20, local time, NVIDIA announced its third-quarter financial report. In the third quarter, NVIDIA's sales were approximately US$37.5 billion, a year-on-year increase of 94%. The company forecasts further year-over-year growth of approximately 70% in the fourth quarter, down from the 265% annual growth rate in the same period last year. In a previous earnings call, Huang Jen-Hsun expressed confidence in the tariffs that the Trump administration may impose: "Of course we will support whatever decision the new administration makes."

In an interview with global media, Nvidia CEO Huang Renxun stressed the importance of the Chinese market, saying, "We are going all out to maximize Nvidia's business in China.。To this end, we have launched L20 and H20 chips for the Chinese market, ensuring that these chips fully meet the specific needs of the Chinese market。In addition, Huang Renxun also mentioned: "Many parts of our chips are produced in China, which is similar to the complexity of the global automotive supply chain."。The globalization of the supply chain is a complex and difficult to break the network, we know this。"

On the afternoon of March 18th, American time, the Nvidia 2024GTC conference opened in San Jose, California。Nvidia's founder Huang Renxun announced that Nvidia's next-generation smart car chip Thor has reached a partnership with three Chinese automakers。Nvidia's next-generation automotive smart chip DRIVE Thor is specially designed for Transformer engines and will be adopted by BYD。GAC Aean's Hobo brand also announced that the next generation of L4-class autonomous vehicles will use DRIVE Thor chips, and plans to start mass production in 2025。In addition, Xiaopeng will also adopt DRIVE Thor as the AI brain of its next-generation models.。

Nvidia Huang officially announced the launch of the new AI chip Blackwell at the GTC 2024 event, as well as a new network switch and supercomputer system designed specifically for AI

Nvidia has introduced software that makes it easier for businesses to integrate AI systems into their businesses, expanding the chipmaker's capabilities.。

On Monday (March 18) local time, the high-profile Nvidia annual GTC conference kicked off in San Jose, California。At the conference, Nvidia presented the latest results of several companies at once。

The global AI boom remains high, and Nvidia, as a leader in the GPU field, continues to make rapid progress, with both performance operations, net profit and stock market capitalization all rising to new highs.。However, Nvidia is not limiting its vision to chips, but is expanding its venture capital footprint and actively investing in start-ups that deploy AI in various fields.。Nvidia invested in about 36 start-ups last year, tripling from the previous year, according to market research firm Dealogic。Investment interests cover software, pharmaceuticals, medical, etc., including AI speech recognition company SoundHound AI, AI video search company Twelve Labs, AI drug development company Recursion Pharmaceuticals, surgical robotics company Moon Surgical, etc.。

LLMs are key technologies that drive artificial intelligence tools such as NeMo, and Nvidia has said that using generative artificial intelligence is a fast and affordable way to train such models。However, the lawsuit reveals that Nvidia may have overlooked the importance of copyright protection while pursuing technological innovation.。

On the eve of this year's Mobile World Congress (MWC), Nvidia released a new generation of consumer graphics cards RTX 500 and RTX 1000.。

According to German media reports, the U.S. chip giant Nvidia in this week's filing to the U.S. Securities and Exchange Commission, including AI chips and other categories, for the first time identified Huawei as the "biggest competitor."。Other competitors mentioned by Nvidia include Intel, Supermicro, Broadcom, Qualcomm, Amazon and Microsoft.。According to the report, it is worth noting that Chinese tech giants such as Baidu, Tencent and Alibaba have long been important customers of Nvidia in the past, but it has been reported that Baidu has turned to Huawei to place orders, suggesting that Chinese companies have begun to move away from their dependence on U.S. technology amid increasing U.S. export controls to China.。

It was reported on February 20 that Microsoft is working on a new custom network card designed to improve the performance of its Maia AI server chip and is expected to reduce its dependence on chip design company Nvidia。

Nvidia shares fell slightly in the trading day and the company is expected to report its earnings on February 21, 2024 (early Thursday morning Taiwan time)。

SoftBank Group CEO Masayoshi Son is trying to raise $100 billion to create an AI chip industry to compete with Nvidia and expects to complement Arm's business。

According to media reports, Nvidia's H20 series of AI chips designed for the Chinese market has begun to accept pre-orders from dealers, and the pricing is almost the same as that of the domestic Huawei Ascend 910B, but the FP32 performance in some key areas is not as good as Huawei's products, but H20 seems to have an advantage over the 910B in terms of interconnection speed.。According to the report, Nvidia has set H20's China channel pricing at $12,000 to $15,000 in recent weeks (currently about 86280 to 10.80 thousand yuan) between。

Meta (ticker symbol: META) plans to deploy a new version of the custom chip to its data center this year to support its artificial intelligence (AI) project.。

At this CES, Nvidia announced the launch of GeForce RTX 40 SUPER series graphics cards。These GPUs are faster than their predecessors and feature the power of the RTX platform to enhance the performance of games, applications, and AI tasks。

The U.S. issued new rules in October to prevent Nvidia from selling cutting-edge artificial intelligence (AI) chips to China, but Nvidia quickly developed special chips for China.。However, according to people familiar with the matter, since November last year, Alibaba Group, Tencent and other large Chinese cloud computing companies have been testing NVIDIA's special chip samples。They have indicated to Nvidia that the number of chips ordered from Nvidia this year will be far less than the previously planned purchase of the already banned Nvidia high-performance chips.。People familiar with the matter said that Ali and Tencent are shifting some advanced semiconductor orders to local companies and relying more on chips developed in-house.。Baidu, byte beat is the same

Nvidia's chips have been snubbed by Ali, Tencent and other companies due to performance "degradation," and Chinese cloud computing companies prefer local AI chip suppliers.。

On December 11, local time, U.S. Commerce Secretary Ray Mundo said in an interview that the Biden administration is in discussions with American chip maker Nvidia to allow Nvidia to sell artificial intelligence (AI) chips to China on a limited basis.。Recently, Nvidia CEO Huang Renxun revealed that it is cooperating with the U.S. government on the sale of chips to China.。"Given that most AI chips will be used for commercial applications," Raymundo told Reuters, Nvidia "can, will and should sell AI chips to China."。Raimundo then added that the U.S. government cannot allow Nvidia to sell "the most complex and processing-capable" AI chips to China in case China has the ability to train its own cutting-edge AI models.。

According to media reports, the Vietnamese government quoted the CEO of American chipmaker Nvidia as saying that Nvidia considers Vietnam an important market and wants to establish a base in Vietnam to develop the country's semiconductor industry.。During his first visit to Vietnam, Nvidia CEO Huang Renxun said the company regards Vietnam as its home and confirmed plans to establish a base in Vietnam.。According to previous reports, has invested in Vietnam 2.The US $500 million Nvidia will discuss semiconductor cooperation agreements with Vietnamese technology companies and Vietnamese authorities on Monday.。