Nvidia, tech giants renowned for their top-tier graphics processors, are on the cusp of presenting their latest AI processor aimed at data centers. Contrary to its current offerings, Nvidia plans to introduce the Blackwell AI processor at a modest premium. The primary objective behind this move is to safeguard its market share against formidable rivals like AMD while also potentially boosting Nvidia’s stock performance.
Anticipated to be priced between $30,000 and $40,000 per unit, the Blackwell graphics processing units offer a striking contrast to the current Hopper series H100 GPU, priced at an estimated $20,000 to $30,000. Jensen Huang, Nvidia’s Chief Executive, underscored the significance of GPUs as just one component essential for constructing AI or high-performance computing data centers.
Market analysts foresee a positive reception from customers towards Nvidia’s Blackwell GPUs, primarily due to their more accessible pricing. Jordan Klein, managing director for tech, media, and telecom sector trading at Mizuho Securities, highlighted the strategic importance of this pricing model, making Nvidia’s products attainable to a broader customer base. This approach not only positions Nvidia to contend against significant cloud hyperscalers and affluent sovereign states but also against other AI chipmakers.
While Nvidia’s pricing strategy may be perceived as advantageous for the company, it could pose challenges for competitors, particularly impacting AMD’s stock performance. The anticipated price of AMD’s MI300 accelerator stands at approximately $25,000. Yet, with the soaring demand for AI processors and the constrained supply of Nvidia chips, AMD is predicted to witness favorable outcomes.
As indicated by Morgan Stanley analyst Joseph Moore, Nvidia’s competitive pricing for Blackwell chips is anticipated to diminish interest in alternative AI chipmakers. The aim of this accessible pricing strategy is to accelerate the adoption of Blackwell chips across various customer segments. Despite the modest pricing increase for the Blackwell chips, BofA Securities analyst Vivek Arya forecasts that Nvidia will sustain its gross profit margins within the mid-70% range. This projection hinges on the expectation of selling a diverse array of chips, switches, networking, and complete systems.
In essence, Nvidia’s strategic decision to price the novel AI processor for data centers at a modest premium is a strategic maneuver to secure and fortify its market share. By offering more cost-effective options to customers, Nvidia not only fortifies its position against competitors like AMD but also fortifies its competitiveness in the ever-evolving AI chip space. The launch of Nvidia’s Blackwell chips portends a swift adoption rate due to their appealing pricing.
—
Vanliga frågor
Vad är priset på Nvidias kommande Blackwell-grafikprocessorenheterna?
Nvidias Blackwell-grafikprocessorenheterna förväntas prissättas mellan $30 000 och $40 000 per enhet.
Hur jämför sig prissättningen av Blackwell GPU:erna med Nvidias nuvarande Hopper-serie H100 GPU?
Blackwell GPU:erna prissätts till en relativt blygsam premium jämfört med den nuvarande Hopper-serie H100 GPU:n, vilken uppskattas kosta mellan $20 000 och $30 000.
Hur påverkar Nvidias prissättningsstrategi dess konkurrenter?
Nvidias prissättningsstrategi kan potentiellt ha en negativ inverkan på AMD:s aktieprestation, då den syftar till att erbjuda mer konkurrenskraftiga priser jämfört med AMD:s MI300-accelerator.
Kan Nvidia behålla sina bruttomarginaler med den blygsamma prisökningen för Blackwell-chippen?
Enligt analytiker bör Nvidia kunna behålla sina bruttomarginaler inom intervallet för mitten av 70-talet, även med den blygsamma prisökningen för Blackwell-chippen. Denna prognos stöds av förväntningar på att sälja en varierad serie av chip, switchar, nätverk och kompletta system.
Källor:
– Mizuho Securities
– Morgan Stanley
– BofA Securities
The source of the article is from the blog newyorkpostgazette.com