Production | Tiger Sniff Technology Group
Author ｜ 宇多田
Head image ｜ Visual China
A reporter’s question asked Huang Renxun to pick up the microphone and hit him severely several times at a media communication meeting in December 2019. By the way, the huge echo can prove that he hit hard.
This slightly lovely move and his next words made all reporters, including me, laugh out loud:
“It’s over. I heard the problem. I didn’t drip water on the stage. The two hours of smoking in my throat was in vain.”
This reporter’s question is a bit vague, but also asked many people’s doubts-
Why didn’t Nvidia send chips this time?
This is actually true. At the end of 2019, when the “Intels” every few days “blow” their AI chip strategy to the outside world through 360 degrees without dead ends, etc., everyone is waiting for how Nvidia is in its GTC. At technical conferences, “respond” to various people who challenged themselves.
However, except for a self-driving chip named Orin, the world ’s most valuable artificial intelligence chip giant released products that were all “software”. And Orin will not start production until 2022.
This meeting perfectly fits an important point of view of his Q3 quarterly earnings report conference call in 2019 ——
“Nvidia has become a software company.”
This “software company”, after publishing the fourth quarter of fiscal year 2020 in mid-February 2020, once reached a record high of nearly $ 200 billion in market value. Although it has now fallen back to more than $ 160 billion, Nvidia (NASDAQ: NVDA) has undoubtedly been the legendary “golden stock” on Wall Street in the past two years. With the market’s growing demand for data centers, the war between Nvidia and new and old chip players is destined to become more bloody.
What kind of technological momentum and giant competition is behind it? What kind of huge market does its future imply?
Incomparable software advantages
Since Nvidia is increasingly “broadly” beginning to use its software strength to sell products that appear to be just hardware, we have reason to believe that this chip company has already begun its “software first” strategy.
This is very reminiscent of Apple’s development path, and the Jobs “software stalk” that has been rumored in 2007-
At the 5th All Things Digital conference, Jobs once pointed out to Bill Gates that the iPhone is actually software packaged in a beautiful case, and Apple is a software company.
DoctoRx, a stock investment website Seeking Alpha securities investment analyst, confirmed another similar story-
Also in 2007, Jobs was questioned by an investment manager at a roadshow about the iPhone:
“Although you make cool touch screens, how do you avoid falling into price competition? Isn’t every competitor able to make touch screens?”
Jobs replied: “We are a software company.”
Let’s go back to Nvidia. If you follow this line of thinking, then it can be well explained: Why the AI chip market has been in flames for the past three years, and Nvidia is “overwhelmed” by the “overwhelming disadvantage” in dozens of AI chip companies’ PPT In China, the stock price can still rise steadily.
It’s as easy as everyone to forget that Apple had done more than ten years of operating system on the computer before the iPhone was released; AI chip companies also forgot that while Nvidia was a graphics card supplier, they also held another Killer: Cuda.
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