除了AI芯片，英伟达还有另一大“利器”

金十数据2023-06-20

英伟达这一长期支柱业务可能会带领其再度起飞，是击败其他竞争对手的关键因素。由于人工智能的火爆，英伟达数据中心部门最近迎来了爆炸性增长，成为该公司最大的收入来源。如此强劲的表现让大部分投资者忽略了英伟达的另一大支柱业务——游戏。2018财年和2022财年之间，英伟达的游戏收入翻了一番有余，达到124亿美元。最新的季度财报显示，游戏收入占英伟达总收入的三分之一。并且，目前全球有超过17亿的PC游戏玩家...

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子虚乌有的事
2023-06-20
子虚乌有的事
印度这些企业，吃屎赶不上热的
慧_4909
2023-06-20
慧_4909
好球！！！

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Engine（ACE），通过搭建AI式NPC，与玩家动态互动，而非基于预设的剧情，游戏体验具有高度真实性。消息一出，游戏玩家兴奋不已，生成式AI加入游戏开发中或将彻底打破游戏可玩性的壁垒。在这一点上，英伟达的竞争对手AMD光靠生产芯片难以望其项背。据估计，英伟达在AI芯片市场的份额超过80%，但AMD不甘示弱，正在加速追赶。例如，亚马逊就正在考虑将AMD的AI芯片用于其云服务器。但是在独立GPU市场上，英伟达已把AMD远远甩在后面，占有84%的市场份额。据悉，英伟达ACE的游戏角色使用自然语言模型，与ChatGPT技术相似。AI式NPC能够针对玩家的对话、基于游戏背景作出实时智能的反应。英伟达业务迅速升级的背后，是其400万开发人员的坚实基础。尤为关键的是，英伟达清楚地明白开发人员对于硬件的需求，而它自己又正好有能力提供优秀的硬件设备。ACE的横空出世最直接的影响就是拉动专业可视化部门的收入增长，其中包括用于开发ACE的Omniverse平台。单独看专业可视化业务的话，其上季度的收入只有2.26亿美元。但如果把英伟达所有显卡收入统计在一起，包括Omniverse和游戏芯片，2023财年这笔收入总计为119亿美元，占整个业务的44%。如果说AI芯片的强劲需求带火了英伟达，游戏业务的加码无疑又为其收入添了“一把柴”。虽然去年英伟达显卡收入跌了25%，但计算机网络业务，包括数据中心芯片，涨了36%。 目前，英伟达的股票已经飙至高位，远期市盈率（P/E）高达54。如果今年这两个部门再加速“起飞”，高市盈率将得到进一步支撑。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":189420515168384,"gmtCreate":1687270641446,"gmtModify":1687270673884,"author":{"id":"4138344628572510","authorId":"4138344628572510","name":"子虚乌有的事","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4138344628572510","idStr":"4138344628572510"},"htmlText":"印度这些企业，吃屎赶不上热的","listText":"印度这些企业，吃屎赶不上热的","text":"印度这些企业，吃屎赶不上热的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189420515168384","repostId":1113037697,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":189417171935256,"gmtCreate":1687269839160,"gmtModify":1687269841152,"author":{"id":"3515586475760605","authorId":"3515586475760605","name":"慧_4909","avatar":"https://static.tigerbbs.com/adc2ea5aee7245d4cc04ee6d0fc60efe","vip":1,"crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3515586475760605","idStr":"3515586475760605"},"htmlText":"好球！！！","listText":"好球！！！","text":"好球！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189417171935256","repostId":1113037697,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":2,"repostSize":2,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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