AI in recovery mode: China dismantles Nvidia GeForce players – January 10, 2024 at 11:22 am

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Market Closed – Nasdaq 22:00:00 11/01/2024 After Close 01:59:51 USD 548.22 +0.87% 543.5 -0.86%

To make up for the lack of powerful artificial intelligence chips, China is resorting to ingenuity. The Financial Times reveals that companies are buying Nvidia graphics cards for video games and stripping them of their main components to recycle the chips.

This DIY solution enables chips with high computing power, even if they are much less efficient than those specifically intended for AI, especially when high-precision calculations are required. We can also imagine that this will help keep Nvidia’s order books weightless.

The FT carries comments from industry specialists showing demand for PC graphics cards has increased.exploded” in December. A workshop manager in China said his workers turned over more than 4,000 cards Gamers Nvidia last month, four times more than in November. Customers include primarily publicly traded companies and small AI companies that were caught off guard by the entry into force of US export control measures because they previously had excessive inventory levels.

Less powerful cards

Nvidia’s most powerful gaming graphics card, the GeForce RTX 4090, was one of the most popular models to be repurposed, but its sale in China is now banned. However, Nvidia markets a slightly weaker GeForce RTX 4090 D in China.

Nvidia CEO Jensen Huang with the 4090

However, the current semiconductor star told the FT that these cards are not a panacea for AI and that their use, even when placed in computing clusters, is not enough to achieve good performance on complex models.

Nvidia will soon offer a range of three chips for the Chinese market that are compatible with American restrictions.

Nvidia to supply Yotta with $500 million worth of AI chips as total order backlog reaches $1 billion, Yotta CEO says. 01.11. MT Wall Street falls as inflation data dampens interest rate cut hopes Jan 11 RE Wall Street expected to open flat as inflation data dampens rate cut hopes. 11/01 RE Nvidia’s AI chip orders from Indian data center operator Yotta hit $1 billion – CEO 11/01 RE Wallstreetbets shares rise before the bell on Thursday; Marathon Digital is back in the green, Nvidia continues its gains. 01.11. MT Enterprise Development buys NVIDIA shares. 01.11. MT Market Point – Cautious recovery in sight in Europe ahead of American inflation. 01.11. RE Wall Street: absolute record close at S&P, setback at WTI. 01.11. CF Brainhole Technology Buys More NVIDIA Stock, Sells More DraftKings Stock 01/11 MT Markets Prepare for Volatility as Taiwan Election Approaches 01/11 RE Tokyo Driven by Tech and Low Yen 01/11 AW Wall Street: absolute closing record for the S&P, setback in WTI 10/01 CF Wall Street closes in the green on the eve of American inflation 01.10 GQG: Optimistic for Nvidia and India 10/01 MT Stocks rise thanks to large caps; Inflation data and earnings due October 1st. RE At CES, traditional automakers aim to stay in AI arms race 01.10. RE Wall Street Rises Mega Caps Due to Rising Prices; Inflation and Profits in Focus 10/01 RE Market Update – Europe Ends with Small Fluctuations Before Inflation USA 10/01 RE TD Synnex Partners with Centific to Deploy Pitaya 10 AI Platform /01 MT CAC40: frozen in equilibrium , non-existent volumes, the Euro +0.4% 10/01 CF Wall Street is preparing for a mixed opening ahead of the release of inflation and earnings data. 01.10. RE Wallstreetbets shares rose mostly above the market on Wednesday; Nvidia, Tesla and Boeing are expected to open higher. 10/01 MT S&P 500 and Dow Futures Moderate; Inflation data and lender profits are in focus. 10/01 RE

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More graphics

NVIDIA Corporation is the world’s leading designer, developer and marketer of programmable graphics processors. The group also develops related software. Sales by product family are broken down as follows: – IT and network solutions (55.9%): platforms and infrastructure for data centers, Ethernet connection solutions, high-performance computing solutions, platforms and solutions for autonomous vehicles and intelligent devices, solutions for artificial Enterprise intelligence infrastructure, cryptocurrency mining processors, embedded computer boards for robotics, artificial intelligence teaching, learning and development, etc. . ; – Graphics processors (44.1%): intended for computers, gaming consoles, video game live streaming platforms, workstations, etc. (brands GeForce, NVIDIA RTX, Quadro, etc.). In addition, the group offers laptop and desktop computers, gaming computers, computer peripherals (monitors, mice, game controllers, remote controls, etc.), visual and virtual computing software, automotive infotainment system platforms and cloud collaboration platforms . Revenue by activity area is split between data storage (55.6%), gaming (33.6%), professional visualization (5.7%), automotive (3.4%) and other (1.7%). The geographical distribution of sales is as follows: USA (30.7%), Taiwan (25.9%), China (21.5%) and others (21.9%).

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Consensus Varia. Jan 1 Capi. +10.70% $1,342 billion -1.46% $506 billion -1.18% $486 billion +0.41% $240 billion -5.19% $200 billion -3.87% $155 billion -2.85% $152 billion – 4.83% $93,481 million – 2.28% $90,940 million – 7.15% $72,556 million Semiconductors – Other “); InvestingChannelQueue.push(function() { aICTags[“oop”] = ic_page.defineOutOfPageTag(“4Traders/quotepages”,”zppOOP”); aICTags[“oop”].setKval({“adslot”:”d_OOP_1″}); aICTags[“oop”].make(); }); while (aAdsQueue.length) { (aAdsQueue.shift())(); } InvestingChannelQueue.push(function() { displayViewableAds(‘InvestingChannel’); $( window).scroll(function() { displayViewableAds(‘InvestingChannel’); }); }); } gaEvent(‘adspv’, ‘InvestingChannel’, ‘US’); googletag.cmd.push(function() { googletag.pubads().setTargeting(‘Edition’, ‘fr_FR’); googletag.pubads().setTargeting(‘UserType’, ‘free’); googletag.pubads(). setTargeting(‘Content’, ‘equities’); googletag.pubads().setTargeting(‘codezb’, ‘57355629’); googletag.enableServices(); googletag.pubads().collapseEmptyDivs(); try{googletag.pubads( ).getSlots().forEach(function(slot){if(slot.getSlotElementId().startsWith(‘zpp’)){;}else{googletag.pubads().refresh([slot],{changeCorrelator: false});}})}catch(error){console.error(error)} }); $(document).ready(function() { $( document).on(‘zbv_visible’,function () {startAdsService();}); if (document[zbv_hidden]===false) { startAdsService(); } });

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