🏆 Evaluation: Performance Correctness Reproducibility 💰 Prize: ¥500 per task (On-site winner) ¥500 per task (Global winner) ➡️ 6 winners | ¥3,000 total pool If you build kernels, this is the arena. #Triton #CUDA #LLM #HopperGPU #AIInfra

techebo.com/nvidia-h200-expo… Nvidia H200 Exports China: US Policy, Demand, and Risks #NvidiaH200 #AIChips #HopperGPU #Chinatech #USExportControls #GenerativeAI #DataCenterTech #CloudComputing

MetaのLlama4への期待が高まる新型データセンターが発表されました。※2024年NvidiaはMetaの最大のGPUサプライヤー Nvidia dips despite Meta's massive AI data center announcement（エヌビディア、メタの大規模AIデータセンター発表にもかかわらず下落） ＃Nvidia ＃Meta #データセンター #AMD 2024年AMDはMetaに対しておよそ173000基のHopperGPUを出荷、それに対しNvidiaはMetaに対しておよそ224000基のHopperGPUを出荷した様です。 この数字、実はAmazonやGoogle、Oracleの出荷量を上回っているらしくMetaよりも多くのHopperGPUを注文したのはTencent、ByteDance、Microsoftの3社だけらしい🤔🙄

NVIDIA: 🚨 Warning Signs Behind Explosive Growth The Current Situation According to the latest 10-Q report (Q2 2024), NVIDIA is experiencing spectacular growth, with Data Center revenue up 154% year-over-year. This performance is driven largely by generative AI and language models. However, several warning signals demand closer scrutiny. 📊 Growing Structural Risks 1️⃣ Dangerous Customer Concentration The Q2 2024 10-Q report highlights concerning dependency levels: "Sales to direct Customers A, B, C, and D represented 14%, 11%, 11%, and 10% of total revenue, respectively, for the second quarter of fiscal year 2025." Nearly 45% of Data Center revenue comes from cloud providers, exposing NVIDIA to significant customer dependency risks. 2️⃣ Inventory and Production Management The stock management issue manifests in multiple ways: 🔴 Massive Provisions: "Provisions for inventory and excess inventory purchase obligations totaled $908 million [...] primarily due to low-yielding Blackwell material." 🛠️ Supplier Commitments Soaring: "As of July 28, 2024, we had outstanding inventory purchases and long-term supply and capacity obligations totaling $27.8 billion, an increase from the prior year due to commitments for Hopper and Blackwell capacity and components." 3️⃣ Pressure on Margins Gross margins are already showing stress: "Sequentially, gross margin decreased primarily driven by inventory provisions for low-yielding Blackwell material and a higher mix of new products within Data Center." Margins dropped from 78.4% in Q1 to 75.1% in Q2 2024. 🔄 Operational Challenges 🚧 Production and Product Transitions NVIDIA faces increasing complexity in operations: "We executed a change to the Blackwell GPU mask to improve production yield. Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal year 2026." Frequent product transitions amplify risks: "The increased frequency of these transitions and the larger number of products and product configurations may magnify the challenges associated with managing our supply and demand." 🔚 Conclusion Similarities to historical cases like Cisco are troubling: ⚠️ High customer concentration 📦 Complex inventory management 💰 Massive supplier commitments 📉 Potential margin pressures While NVIDIA's current growth is undeniably impressive, these warning signs warrant close monitoring by investors. Sources : sec.gov/edgar/browse/?CIK=10… 📁 NVIDIA Form 10-Q Q2 2024 📁 NVIDIA Form 10-Q Q1 2024 📞 Q2 2024 Analyst Call Transcripts #NVIDIA #GrowthAnalysis #AI #GenerativeAI #DataCenterRevenue #TechIndustry #InvestorRisks #StockMarket #Semiconductors #Chipmakers #CloudComputing #SupplyChain #FinancialAnalysis #CustomerRisk #Margins #GrossMargin #ProductionRamp #BlackwellGPU #HopperGPU #CiscoComparison #RevenueConcentration #SupplyDemand #MarketTrends #StockInsights

#Nvidia will disclose Grace Hopper architectural details at #HotChips. Nvidia is delivering four technical presentations at next week's Hot Chips focused on the #GraceCPU, #HopperGPU, Orin SoC and #NVLink. bit.ly/3T5sk3C

$NVDA Registers #HopperGPU Trademark - A Next Generation MCM GPU? wccftech.com/nvidia-register… More about Lady Hopper, one of the computer pioneer: 💐💐💐👍🏽