[인포스탁데일리=윤서연 기자] Nvidia is operating a fabless business that designs and sells GPUs used for gaming, 3D graphics, and AI research and development. It started in the PC graphics sector and has recently expanded its application to AI, data science, autonomous driving, and robots.
As of FY23, sales are ▲Datacenter 56% ▲Gaming 34% ▲Professional Visualization 6%. The gaming division’s sales portion shrank from 51% in FY20 to 34%, but top-line growth continues thanks to brisk datacenter earnings.
Major products include GPU platform GeForce RTX for PC, server GPU A100/H100 for high-performance computing (HPC), and chips for autonomous driving DRIVE Orin/DRIVE Thor.
It divides the server GPU market with AMD and has an overwhelming lead with an 80% share. In the second half of this year, server CPU ‘Grace’ and ‘Grace’ CPU combined with GPU ‘Grace-Hopper Superchip’ are scheduled to be released.
Kim Seon-woo, a researcher at Meritz Securities, said, “The company is the best beneficiary of the AI investment frenzy. After generative AI, self-driving momentum big techs are scrambling to invest in AI, and it is essential to install high-performance GPUs in AI servers.”
At the last performance presentation, we mentioned the situation of excess demand for high-performance data center GPUs such as the H100 and A100.
Researcher Kim said, “Meanwhile, exports of high-performance GPUs to China have been banned and some concerns have been raised about the company’s performance, but the impact on performance seems to be minimized thanks to strong sales of alternative semiconductor products that meet regulatory requirements.”
Reporter Yoon Seo-yeon yoonsy0528@infostock.co.kr
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2023-06-05 05:52:01
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