NVIDIA aims at a $1 trillion business opportunity, and its stock price has risen by more than 30% in the past 8 days

MarketWatch reported on March 24 that Raymond James analyst Chris Caso gave NVIDIA Corporation a “strong buy” investment rating. He pointed out that Huida recently mentioned at the legal conference that for Huida, the “accessible market size” (TAM) of software is three times that of the video game market, and video games currently account for 45% of Huida’s overall revenue. .

Evercore ISI analyst C.J. Muse gave Huida an “outperform” investment rating and set a price target of $375. Huida’s historical strengths and $29 billion in R&D spending over the past two decades have convinced Muse and his team that the company’s hardware and software strategy should lead to world-class organic growth in the years to come.

Huida: Software TAM totals 300 billion US dollars
Huida pointed out at the 2022 law conference a few days ago that among the $1 trillion TAM, video games, chips and systems, artificial intelligence (AI) enterprise software, Ominverse enterprise software, and automotive accounted for $100 billion and $300 billion respectively. USD, USD 150 billion, USD 150 billion, USD 300 billion.

In the fourth quarter of fiscal 2022 (ending January 30, 2022), Huida’s revenue increased by 53% year-on-year (8% quarter-on-quarter) to a record-breaking $7.643 billion. Among them, video game chip business revenue increased by 37% year-on-year (6% quarter-on-quarter) to a record-breaking $3.42 billion.

Huida will announce its financial results for the first quarter of fiscal 2023 on May 25, 2022.

Huang Renxun: Grace is a new growth market for Huida
Yahoo Finance reported on Thursday that huida chief executive Huang Renxun pointed out in an interview that the super chip, called Grace, represented huida’s new growth market. Designed for AI system applications, Grace has 144 cores, twice the memory bandwidth, and the energy efficiency of high-end cutting-edge server chips.

Huang Renxun said that for the application scenarios of the entire data center, whether it is scientific computing, AI, application software training/reasoning, AI deployment, edge data centers or autonomous driving systems (self-driving cars), Huida has corresponding data center-scale products. And technology.

Huida on Tuesday announced the start of production of the NVIDIA DRIVE Orin autonomous vehicle computer. Huida said that the cumulative design order value of NVIDIA DRIVE in the next six years has exceeded 11 billion US dollars.

Huida rose 9.82% on Thursday to close at $281.50, a new closing high since January 6, and a cumulative increase of 32% in the past 8 trading days.

After failed Arm acquisition, NVIDIA announces acquisition of Israeli software developer Excelero

Nvidia, the GPU maker that failed to acquire Arm, a British silicon intellectual property company, announced on the 7th that it has acquired Excelero, an Israeli provider of enterprise data storage and module storage solutions. While terms were not disclosed, Nvidia said the Excelero engineering team will join Nvidia’s Israel operations.

According to the data, the acquired Excelero was established in 2014 and is a NVMesh software developer. Its products are mainly for managing and protecting NVMesh flash memory-driven virtual arrays and storing data in public and private cloud environments.

Nvidia’s R&D investment in Israel is the largest outside the U.S., with approximately 2,800 people employed across seven R&D centers in Israel, including headquarters in Yokne’am, Mellanox, and strongholds in Tel Aviv, Jerusalem, Ra Anana and Beer Sheva in the south. Nvidia has announced a new design and engineering team that will develop next-generation CPUs for artificial intelligence, robotics, self-driving cars and Nvidia’s new platform, Omniverse, which simulates virtual worlds.

Excelero software is about how to use server storage area networks, which are built on commodity hardware to bring data as close to the processor as possible through internal memory conversion. Its software is to provide horizontally scalable applications, grow and shrink linearly with demand, and flexibly enter and exit flash memory through the network.

Market participants believe that Excelero is a suitable acquisition target for Nvidia, because the two manufacturers have cooperated closely in the past few years. For example, Excelero helped Nvidia develop Magnum IO software suite, which helps data scientists and artificial intelligence researchers to process processing in a short time. Plenty of information. Excelero software is also used on the Nvidia Quantum-2 Infiniband networking platform.

Nvidia said the market for high-performance computing and artificial intelligence is surging, and the two sides are working together to ensure that Nvidia’s existing customers are supported. All protocols are fulfilled before integrating Excelero’s NVMesh technology into the Nvidia enterprise software stack, also supporting existing Excelero customers.

Nvidia: Graphics card shortages may ease in the second half of this year

It’s been more than a year since Nvidia’s RTX 30-series graphics cards were launched. But until now, the phenomenon of graphics card shortage is still very serious. The price of graphics cards has also remained high all the way, making many enthusiasts who need to install the computer to complain.

So when will the shortage of graphics card chips be alleviated? NVIDIA CFO Colette Kress said at the 24th Needham Growth Conference recently: “Looking back to 2021, we have seen strong demand for GeForce graphics cards, and NVIDIA’s graphics cards continue to be in short supply. The supply of NVIDIA products will be Get better in the second half of 2022.”

While it’s not the first time Nvidia’s explanation for when the out-of-stock phenomenon will ease, there are still some possibilities this time around.

Media Tom’s Hardware said that Nvidia is expected to officially release the RTX 40 series graphics card this year, and when the RTX 40 series graphics card is released, it may alleviate the current shortage of graphics cards to a certain extent.

It is currently reported that the NVIDIA RTX 40 series will be manufactured using TSMC’s N5 5nm process technology, which is now very mature and has a high yield. Due to the strong demand for graphics cards, Nvidia may have increased its orders for TSMC production as much as possible. TSMC has invested tens of billions of dollars in N5 process capacity in 2021. These new lines are expected to start up this year. At that time, the shortage of advanced process wafers will be greatly alleviated.

In addition, according to VideoCardz, Nvidia is preparing a new RTX 3060Ti graphics card, equipped with the GA103 core to solve the problem of insufficient shipments of this model.

VideoCardz revealed that the RTX 3060 Ti currently on sale is based on the GA104 GPU and is the least available model in the RTX 30 series. Some of Nvidia’s partners say they haven’t shipped an RTX 3060 Ti for several months as Nvidia prioritizes the more expensive RTX 3070 series, which also features a GA104 GPU.