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投資者在互聯網泡沫中學到了教訓，
處於這股狂潮核心的圖形晶片製造商輝達(Nvidia, NVDA)的股價今年以來已上漲近兩倍，
在一些投資者看來，
Sparkline Capital創辦人兼首席投資官Kai Wu說，AI正出現巨大繁榮，一些人不惜一切代價爭相涉足，
輝達是AI系統晶片的頭號生產商。
景順(Invesco)資深ETF策略師Ryan McCormack說：「從那時起，這股AI熱情真正高漲起來。
他表示，這股熱潮帶動了已在布局AI的Meta Platforms (META)和亞馬遜(Amazon.com, AMZN)。這兩隻科技巨擘的股價今年以來分別上漲了154%
這些科技股先前就曾長期是美國股市上漲的最大推動力，
投資諮詢公司Weiss Multi-Strategy Advisers的副首席投資官Mike Edwards說：「
Nvidia 創辦人黃仁勳今天（5/27/2023）應邀在台大畢業典禮演講
#黃仁勳博士 致詞時指出，學生們今日能從臺大畢業，可說是人生至今最成功的一天，但出社會後還會面對許多挑戰，像是他創辦NVIDIA的過程中也面臨許多失敗、羞辱和尷尬。黃創辦人接連講述3個NVIDIA的挫折經驗，一度面臨倒閉的邊緣，不得不做出慘痛的選擇、執行戰略性的撤退。但這些經驗塑造他們堅忍的性格，能夠承受各種磨難。
黃創辦人說，40年前她畢業時，站在個人電腦和晶片革命的起跑線上；40年後的今天也正站在AI的起跑線。黃仁勳勉勵畢業生「要試著去追逐獵物，否則你自己就會成為獵物。(either you’re running for food or you’re running from being food)。」要記住要一直跑下去，而不是用走的，因為 #世界不會停下來等你。他強調，在追逐的過程中，往往無法確定方向是否正確，#一定會經歷犯錯、#挫折，#別忘了適時求援，#也要記得忍受苦痛，並用苦痛來實現夢想，獻身於終身的志業。
Nvidia Nears Trillion-Dollar Valuation on Rising AI Demand
The New York Times
https://www.nytimes.com › Business › DealBook
Why a 24-Year-Old Chipmaker Is One of Tech's Hot ...
The New York Times
https://www.nytimes.com › 2017/09/01 › technology › n...
Sep 1, 2017 — Nvidia, a maker of graphics processing units, is riding an artificial intelligence boom to put ... Christie Hemm Klok for The New York Times.
3 hours ago — At the close of trading on Wednesday, Nvidia's market capitalization hit $755 billion, the fifth-highest public valuation in the United States.
費半狂飆近7%
台積電ADR噴高12%
2023
2014
Nvidia CEO sees future in cars and gaming (Q&A)
CEO Jen-Hsun Huang explains to CNET why Nvidia is no longer focusing on smartphones and why someone would pay $3,000 for a GPU.
by Shara Tibken
@sharatibken
May 19, 2014 12:20 PM PDT
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linkedin 332
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Nvidia CEO Jen-Hsun Huang shows off the company's Shield gaming device at Nvidia's headquarters in Santa Clara, Calif.Shara Tibken/CNET
SANTA CLARA, Calif. -- Nvidia is shifting gears again.
The company, which has risen to prominence by creating graphic processing units, or GPUs, for computers, has long been looking for other avenues of growth. It had sought to break into the smartphone and tablet business, but has largely been shut out, and is now looking at gaming devices and cars as its next big opportunity.
Whatever the area, Nvidia needs to capitalize on it fast. Last year, PC shipments posted their worst-ever drop of 10 percent, according to Gartner. And the tech research firm expects shipments to drop more than 6 percent this year and fall again next year.
Even as most smartphones passed on Nvidia's Tegra chip, it found its way into notable products like theXiaomi Mi Pad tablet and the first two versions of Microsoft's Windows RT-powered Surface tablet. But the latest reports suggest Qualcomm will supply the chip for Microsoft's new smaller-screen Surface instead of Nvidia.
Nvidia CEO Jen-Hsun Huang didn't want to talk about Surface with CNET as much as the company's new strategy, which he believes will pay off for the chipmaker. The following is an edited transcript of our conversation, which took place Wednesday here at the company's headquarters.
Q: Some reports say Nvidia isn't targeting smartphones and tablets with Tegra anymore. Has your strategy shifted?
SEE ALSO
CNET's take on Nvidia Shield
PCs sales may suck, but people still are buying Nvidia GPUs
Nvidia's CEO talks Shield with CNET: Yes, there will be future models
Microsoft Surface event: Join us Tuesday, May 20 at 8 a.m. PT (live blog)
Jen-Hsun Huang: The strategy has shifted, but that's not quite right. The reason for that is this: First of all, we see that mobile is not about phones only. One of the most important mobile devices is a phone, but mobile technology is revolutionizing [products] all over the place...It's going to revolutionize TVs. It's going to revolutionize, obviously, computers. But it's also going to revolutionize games and cars and all kinds of stuff. Our strategy is to go and focus our energy on segments of mobile where we can add the most value. The area where we can add the most value is visual computing, graphics, GPUs, etc.
In some phones, visual computing is important, but in a lot of phones, visual computing is just not that important. So what we wanted to do was focus on No. 1. gaming, where we can add a lot of value, and we think gaming on Android is going to be important. We're going to focus on car computers where visual computing and supercomputing technology is really important to the future of cars. And then we're going to focus our energy on segments of mobile computing, segments of phones and tablets where computer graphics are really important.
Are those gaming-specific devices, or what do you mean?
Huang: A gaming-specific device certainly is one example. [Also] set-top boxes that are designed for gaming, tablets where they would like to highlight gaming. Tablets where instead of just highlighting the design, they'd also like to highlight the performance.
That goes hand in hand with gaming processors as performance. If you want to build the Porsche of tablets or phones, we're a fabulous partner for that. That's why companies like Xiaomi like working with us. They're reaching out to a technology-forward fan base.
Does that mean we're not going to see Nvidia in smartphones? You earlier said gaining share in smartphones was a matter of releasing a processor, called Tegra 4i, that integrated 4G with your apps processor. Has that not worked?
Huang: [Tegra 4i] wasn't that successful for us. I would say that when we first started this, we thought that bringing 4G to entry-level phones, mainstream phones, integrated with our apps processor would be a real opportunity. I think that the phone marketplace has commoditized really, really fast. It is not our strategy to go after commodity phones. It is not our strategy to go after mainstream devices. But our strategy is to focus on performance-oriented, visual computing-oriented, gaming-oriented devices where we can add a lot of value.
Nvidia's Tegra processor powers cars such as the Tesla, Audi, and Lamborghini, pictured at Nvidia's Santa Clara, Calif., headquarters.Shara Tibken/CNET
Of course, if I said these things three years ago, it would have sounded really strange. And the reason for that is because cars weren't really prevalent with computers inside and it wasn't a very large part of our strategy or a large part of our business. Now it's growing significantly; it's a large part of our business now. And you're seeing more and more Android compute devices, whether it's game consoles or gaming devices in China from Huawei or ZTE. You're seeing devices that are highlighting their gaming and performance capabilities much more.
People are recognizing [that in] the Google Play store, the No. 1 download is games. Now all of a sudden, there's a lot more discussion about Android as a platform for gaming...Just three years ago if I said these things, all people wanted to focus on was phones. Now we have a lot more pillars of growth in mobile, and we're just not going to go focus on mainstream phones.
Why did Tegra struggle in smartphones?
Huang: Our focus as a company is still performance-oriented. The mainstream phone market commoditized so fast that really the...differentiators were price. And you can see the pressure that MediaTek is putting on Qualcomm, and you can see the pressure that MediaTek is putting on Marvell and Broadcom and all of these companies. Because guess what? They're the lowest-cost provider. I think that for mainstream phones, there's one strategy that really works right now, which is price. That's not our differentiator. That's not what we do for a living.
Will there be a Tegra 5i or whatever you would call a chip that integrates 4G with an apps processor?
Huang: We don't talk about future products, but I also haven't talked about T5i.
You delayed Tegra 4 for Tegra 4i. Did that turn out to be a mistake? Did you miss this whole design cycle?
Huang: I would say that Tegra 4i didn't pan out. We learned a lot in the process. But there are many things in our company that didn't pan out. That's OK. If you want to be an innovative company, you have to fail.
Look, we built a great chip. LG's shipping it in the rest of the world outside the United States. It's a fantastic processor. But from a business strategy, it wasn't a success. So I learned a lot from it. It's OK. I'm glad I did it, and now we're moving on.
美芯三巨头接连破产（AMD Intel 高通）
小米遇上豬隊友，NVIDIA 退出智慧型手機和平板電腦市場 |
| 作者 linli |
NVIDIA CEO 黃仁勳在接受採訪時表示，在智慧型手機和平板電腦市場發展未達到預期，Tegra 系列處理器難以獲得手機廠商的認可，未來公司的業務重點就是機上盒和汽車車載系統市場。 NVIDIA 在手機市場鎩羽而歸，最為尷尬的就是將 NVIDIA 產品應用在兩款旗艦產品的小米公司。
黃仁勳在採訪中解釋了 NVIDIA 為何選擇退出智慧型手機和平板電腦，行動裝置晶片技術更新非常快，一些推出平價晶片廠商的出現給了 NVIDIA 非常大的壓力，在和聯發科的競爭中 NVIDIA 也學到了很多，可惜被寄予厚望的 Tegra 系列產品沒有獲得成功。
Tegra 系列產品已經展現了性能和能耗的平衡，NVIDIA 處理器業務將把重點放在機上盒和汽車車載晶片市場，在 2014 年 1 月的 CES 上 NVIDIA 已經展出了與知名汽車廠商合作的技術平台。在行動裝置晶片上專利儲備不足、產品能耗過高、出貨量低迷都表明 NVIDIA 難以在這一市場有所收穫。
NVIDIA 宣布轉型之後處境最尷尬的就是連續兩款旗艦產品使用該公司晶片的小米公司，2013 年 6 月上市小米 3 智慧型手機，這是首款搭載 NVIDIA Tegra 4 處理器的高階智慧型手機，近期推出的小米平板則是全球首款搭載 NVIDIA K1 的平板電腦。一直採用高通晶片的小米意外選擇和 NVIDIA 合作，無非是增加供應商的數量，保證產品供貨，在與高通談判時增加籌碼，現在 NVIDIA 做了一半突然宣布不玩了，小米平板上市前景堪憂。
Nvidia CEO sees future in cars and gaming (Q&A)
CEO Jen-Hsun Huang explains to CNET why Nvidia is no longer focusing on smartphones and why someone would pay $3,000 for a GPU.
by Shara Tibken
@sharatibken
May 19, 2014 12:20 PM PDT
comments 0
facebook 0
twitter 0
linkedin 332
googleplus
more more +
Nvidia CEO Jen-Hsun Huang shows off the company's Shield gaming device at Nvidia's headquarters in Santa Clara, Calif.Shara Tibken/CNETSANTA CLARA, Calif. -- Nvidia is shifting gears again.
The company, which has risen to prominence by creating graphic processing units, or GPUs, for computers, has long been looking for other avenues of growth. It had sought to break into the smartphone and tablet business, but has largely been shut out, and is now looking at gaming devices and cars as its next big opportunity.
Whatever the area, Nvidia needs to capitalize on it fast. Last year, PC shipments posted their worst-ever drop of 10 percent, according to Gartner. And the tech research firm expects shipments to drop more than 6 percent this year and fall again next year.
Even as most smartphones passed on Nvidia's Tegra chip, it found its way into notable products like theXiaomi Mi Pad tablet and the first two versions of Microsoft's Windows RT-powered Surface tablet. But the latest reports suggest Qualcomm will supply the chip for Microsoft's new smaller-screen Surface instead of Nvidia.
Nvidia CEO Jen-Hsun Huang didn't want to talk about Surface with CNET as much as the company's new strategy, which he believes will pay off for the chipmaker. The following is an edited transcript of our conversation, which took place Wednesday here at the company's headquarters.
Q: Some reports say Nvidia isn't targeting smartphones and tablets with Tegra anymore. Has your strategy shifted?
SEE ALSO
CNET's take on Nvidia Shield
PCs sales may suck, but people still are buying Nvidia GPUs
Nvidia's CEO talks Shield with CNET: Yes, there will be future models
Microsoft Surface event: Join us Tuesday, May 20 at 8 a.m. PT (live blog)
Jen-Hsun Huang: The strategy has shifted, but that's not quite right. The reason for that is this: First of all, we see that mobile is not about phones only. One of the most important mobile devices is a phone, but mobile technology is revolutionizing [products] all over the place...It's going to revolutionize TVs. It's going to revolutionize, obviously, computers. But it's also going to revolutionize games and cars and all kinds of stuff. Our strategy is to go and focus our energy on segments of mobile where we can add the most value. The area where we can add the most value is visual computing, graphics, GPUs, etc.
In some phones, visual computing is important, but in a lot of phones, visual computing is just not that important. So what we wanted to do was focus on No. 1. gaming, where we can add a lot of value, and we think gaming on Android is going to be important. We're going to focus on car computers where visual computing and supercomputing technology is really important to the future of cars. And then we're going to focus our energy on segments of mobile computing, segments of phones and tablets where computer graphics are really important.
Are those gaming-specific devices, or what do you mean?
Huang: A gaming-specific device certainly is one example. [Also] set-top boxes that are designed for gaming, tablets where they would like to highlight gaming. Tablets where instead of just highlighting the design, they'd also like to highlight the performance.
That goes hand in hand with gaming processors as performance. If you want to build the Porsche of tablets or phones, we're a fabulous partner for that. That's why companies like Xiaomi like working with us. They're reaching out to a technology-forward fan base.
Does that mean we're not going to see Nvidia in smartphones? You earlier said gaining share in smartphones was a matter of releasing a processor, called Tegra 4i, that integrated 4G with your apps processor. Has that not worked?
Huang: [Tegra 4i] wasn't that successful for us. I would say that when we first started this, we thought that bringing 4G to entry-level phones, mainstream phones, integrated with our apps processor would be a real opportunity. I think that the phone marketplace has commoditized really, really fast. It is not our strategy to go after commodity phones. It is not our strategy to go after mainstream devices. But our strategy is to focus on performance-oriented, visual computing-oriented, gaming-oriented devices where we can add a lot of value.
Nvidia's Tegra processor powers cars such as the Tesla, Audi, and Lamborghini, pictured at Nvidia's Santa Clara, Calif., headquarters.Shara Tibken/CNETOf course, if I said these things three years ago, it would have sounded really strange. And the reason for that is because cars weren't really prevalent with computers inside and it wasn't a very large part of our strategy or a large part of our business. Now it's growing significantly; it's a large part of our business now. And you're seeing more and more Android compute devices, whether it's game consoles or gaming devices in China from Huawei or ZTE. You're seeing devices that are highlighting their gaming and performance capabilities much more.
People are recognizing [that in] the Google Play store, the No. 1 download is games. Now all of a sudden, there's a lot more discussion about Android as a platform for gaming...Just three years ago if I said these things, all people wanted to focus on was phones. Now we have a lot more pillars of growth in mobile, and we're just not going to go focus on mainstream phones.
Why did Tegra struggle in smartphones?
Huang: Our focus as a company is still performance-oriented. The mainstream phone market commoditized so fast that really the...differentiators were price. And you can see the pressure that MediaTek is putting on Qualcomm, and you can see the pressure that MediaTek is putting on Marvell and Broadcom and all of these companies. Because guess what? They're the lowest-cost provider. I think that for mainstream phones, there's one strategy that really works right now, which is price. That's not our differentiator. That's not what we do for a living.
Will there be a Tegra 5i or whatever you would call a chip that integrates 4G with an apps processor?
Huang: We don't talk about future products, but I also haven't talked about T5i.
You delayed Tegra 4 for Tegra 4i. Did that turn out to be a mistake? Did you miss this whole design cycle?
Huang: I would say that Tegra 4i didn't pan out. We learned a lot in the process. But there are many things in our company that didn't pan out. That's OK. If you want to be an innovative company, you have to fail.
Look, we built a great chip. LG's shipping it in the rest of the world outside the United States. It's a fantastic processor. But from a business strategy, it wasn't a success. So I learned a lot from it. It's OK. I'm glad I did it, and now we're moving on.
***
這幾天有一個中國大外宣的最新影片，標題真的很誇張：
美芯三巨头接连破产（AMD Intel 高通）剛好昨晚美股，NVIDIA 因為第二季大好，大漲快25%（總市值一夜增加1/4的概念），AMD、台積電ADR，也都漲超過10%。昨晚剛好有點時間看這個大外宣影片，對照最近的美股半導體走勢，真的蠻反差、蠻黑色幽默。
但笑點後面，其實不全是笑話。必須說，中國真的很認真的在對半導體做吹哨壯膽式的信心喊話，還有各種宣傳、遊說的lobby工作。
這個影片一開始就說，美國實施芯片規則多年，大多數美企都被牽涉其中，因為沒辦法賣中國，所以現在自食惡果了！接著，語氣誇張，形容美企不是營收利潤暴跌，就是裁員風波。（認真看完整段，完全沒有解釋「美芯三巨头接连破产」，倒是下面留言說去年中國倒了一萬家半導體公司XD）
（其實歐美科技業都是這樣，市場不好立刻裁員，景氣反轉又馬上找人，HR永遠好忙
）
）這個大外宣影片，前面講AMD、Intel、高通，後面講ASML，引用的各家數據大致正確，但都導向中國市場很重要這件事，呼籲企業向美國政府施壓，不要一錯再錯。
不過，這樣的大外宣內容有沒有用？其實，有、也是沒有！
說有用，可以看之前最愛靠夭的ASML執行長溫彼得（Peter Wennink）、還有最近NVIDIA執行長黃仁勳（Jensen Huang）接受金融時報（FT）專訪的內容，跟中國大外宣的很多說法很像。（其實，應該說中國大外宣是去戳這些想做中國生意的點）
黃仁勳抱怨拜登政府（Biden Administration）為減緩中國大陸半導體製造而實施的美國出口管制，導致NVIDIA被綁手綁腳，無法在NVIDIA一大市場銷售先進晶片。然後說中國市場無法被取代，中國無法向美國購買，中國只會自行製造晶片，所以美國必須小心。
當然，溫彼得、黃仁勳不是被中國大外宣洗腦，他們就是生意人，不想放棄像中國這樣的市場機會，完全正常。至於他們說中國會發展出自己的半導體，也不全錯，只是他們沒說中國需要多久、又能做出什麼樣水準的晶片⋯
不過，不管是溫彼得、黃仁勳或是任何公司，沒有人敢違反美國帶頭的對中國半導體管制，因為暗渡陳倉的代價非常大，所以，就算再不甘願，還是得乖乖聽話。
而美國政府顯然意志堅定，就算業者一時痛得唉唉叫也沒打算鬆手。在美國帶頭下，自由世界大國陸續站隊，未來對中國半導體的禁令只會愈收愈緊，方向、趨勢不可逆。中國正在發動各種反制遊說，但要力挽狂瀾真的很挑戰。
先寫到這裡，中國大外宣影片放留言。
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