In particular, AMD continues to come from behind and close the GPU technology gap with Nvidia. It is clear that the Company is starting to feel the heat from competitors including Advanced Micro Devices ( AMD) and in-house solutions from Google ( GOOG) ( GOOGL) and Amazon ( AMZN). Nvidia of the past would not even have used N5 but a cheaper process. Note that Nvidia has traditionally not pushed the process technology and mostly released products using older processes. This is a surprise as the previous expectations were for Nvidia to use TSMC N5 (or 5nm) process. Hopper uses the cutting-edge TSMC ( TSM) N4 process (widely referred to as 4nm). The biggest highlight was Hopper, a much anticipated next-generation data center GPU (image below). This article will not get into depth on technology, but instead focus on the investor and the management narrative – especially about the TAM. The company also made several very nice system-level announcements.
The highlights for the day were its two key chip announcements – Hopper datacenter GPU and Grace ARM-based CPU. As such, there is little doubt that Nvidia is a terrific company and continues to execute well on the technology front and continues to raise the bar.
The stock has run up significantly as investors found the events and the company narrative exciting. Nvidia ( NASDAQ: NVDA) had very successful GTC and Investor Day events recently.
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