In the first quarter of Nvidia's fiscal year 2019, its performance once again exceeded expectations - total revenue increased by 66%, and strong data center business grew by 71% (this quarter's revenue reached $170 million). For NVIDIA, the "Data Center" business segment includes high-performance computing (HPC), data center-hosted graphics, and artificial intelligence acceleration. Although this growth rate is undoubtedly impressive, it is still less than the two to three times the year-on-year growth achieved in the past few years. This leads to interesting topics that we will discuss today. This growth rate is only a cyclical fluctuation, or is it a certain decline after the business scale reaches a certain level? Will the emergence of customized internal chips, such as the Google Tensor Processing Unit (TPU), threaten NVIDIA's dominance in deep learning? Can Intel, AMD, and other startups in the field catch up? With these questions, we will begin this round of thinking right away.
Figure 1: According to the division of business units, almost all business directions of NVIDIA have grown.
As you can see, Nvidia's performance this quarter can be described as an explosion. Despite selling about 2% of its stocks, its share price has risen by about 33% this year and has risen nearly seven-fold in the past two years. Some analysts pointed out that data center revenue failed to meet expectations - actually 701 million US dollars, slightly lower than the expected 703 million US dollars, but the gap between the two is basically negligible. I think some traders only pay attention to the return on investment, but some traders are increasingly worried that the current competitive landscape may deteriorate. But personally, NVIDIA's data center business grew by more than 100% in the first four quarters, so for a company that may have revenues of more than $2 billion in the new year, 71% growth. The rate is still quite worthy of recognition.
It is also important to emphasize that in the first few quarters, NVIDIA has also won several other important orders – including the provision of 27,700 Volta GPUs for the Summit Supercomputer at Oak Ridge National Laboratory to support large-scale high-performance computing services. . I don't know the price of a single Volta GPU purchase from Oak Ridge Labs, but if it is calculated from $5,000 to $8,000, it would bring in $130 million to $200 million in revenue to NVIDIA. If you send this part of the figure and take into account the potential advantages of NVIDIA's business, then the growth rate of around 70% is quite in line with the market development, so it has certain sustainability. In other words, if Nvidia wants to maintain its current growth rate, it only needs to continue to maintain its leading edge in front of other competitors. In the following, we will further introduce the specific competitive pressures that Nvidia is currently facing.
Where does the competitive pressure come from?NVIDIA's phenomenal growth in artificial intelligence has attracted a lot of attention and attracted many potential competitors. Many of them claim that the chips they are developing are faster and consume less power than NVIDIA products. But the reality is that in this year or next year, only a few companies are likely to actually release related chip products. It turns out that designing a solution that is ten times better than the chips that countless NVIDIA engineers have created is extremely difficult and requires a lot of time and money. In addition to AMD's GPUs, other vendors believe that designing chips specifically for neural network processing is the most viable development path. Below, we will explore this area.
Magnetic Starter is mainly applied to circuit of AC 50 or 60Hz,voltage up to 550V for far distance making and breaking circuit and frequent start and control motor. It has the features of small volume, light, weight, low power consumption, high efficiency, safe and reliable perfomance etc.
The types of Magnetic Starters are as following:
LC1-D Magnetic Starter
NEW Type Magnetic Starter
BLS-MB Magnetic Starter
Star-Delta Starter
Magnetic Starter,Magnetic Motor Starter,3 Phase Motor Starter,3 Phase Magnetic Starter
Ningbo Bond Industrial Electric Co., Ltd. , https://www.bondelectro.com