1. “The Godfather of AI” Huang Renxun sells hard in Taipei, but he doesn’t talk about exports.
NVIDIA (Hui Da) performance, the stock price has repeatedly hit a record high, but the founder Huang Renxun still has two major annoyances. First, the growth of the previous quarter's bitcoin bubble is rapidly ebbing, and second, this year, the United States has self-driving deaths, let Since the development of self-driving cars on the brakes, some foreign investors named Huida stock prices too high.
Huang Renxun, founder of graphics chip maker NVIDIA (Huida), made a harder speech this year at the GPU Technology Conference (GTC)! Walking speeches are not unusual, heaves a tone of flustering, waved up and down gestures, and dressed in combat leather clothes on stage. Keep on running, pointing to the large screen newsletter, talk about AI big future.
He even used Koalas to stand on the NVIDIA DGX-2 system debuted in Taipei, saying that it was "the world's strongest, largest GPU ever," and explained it in an enthusiastic tone: Compared with 300 dual-CPU servers, it only sold for $399,000 (about NT$12 million). "It's cheap!"
The "AI Godfather," said Tainan Taipai Huang Renxun, who is a super salesman, said in Taiwanese language that "the product is super-pretty," and "genuine" (ultra-cheap)," he said again to the audience and the conference Google. AWS, Amazon AWS, HongTeng's HongTeng Technology, Telecom Leading Chunghwa Telecom, Advantech, Inventec, Quanta and other developers, as well as domestic and foreign software and hardware developers admiring, shouted, “The more you buy, the more you save! ”
However, Huida's share price has only doubled since the recent record. Why does Huang Jen-hoon have to use such a "hawker"? When the press conference was asked about "competitive relations" (eg Google, Intel), he even jokingly pointed to the tip of the heel of the shoe. Thorn decoration, kicked back and kicked.
▲ For the first time in Taipei, the NVIDIA DGX-2 system, founder of Huida Huang Renxun declared to be the world's strongest, largest ever GPU.
Challenge 1: Partner Uber killed himself by driving a car
The rise of the AI (artificial intelligence) topic last year caused Huida's share price to rise, surpassing other big technology makers such as Broadcom, Qualcomm and IBM. In the middle of May this year, it climbed above 260 US dollars. The market value exceeded US$150 billion and reached a record high. Jen-Hsun Huang was recently named one of the top 30 CEOs of the world by Barron's magazine, named “The Visionary Founder”, and executed with Berkshire CEO, Buffett, Amazon. Bezos, the founder of Facebook, Mark Zucker, etc.
However, in Taipei this conference, because the stock price of the company reached new heights again, many Wall Street analysts raised concerns about “excessive stock price” and worried about the follow-up performance momentum of Huida. In addition, Uber’s partner Uber had driven a pedestrian in the United States. The shadow of the incident has not dispersed, so that Huang Renxun faces new challenges.
Time back on March 18, US Uber hit a woman who was crossing the road in Arizona and was the first case of self-driving cars. After the news was revealed, Uber partner Huida took the brunt of it. The stock price continued to weigh heavily. The setback, from the closing price of $250.48 on March 16th, has fallen to $21.425 on April 6th, which is more than 14%. Although Huang Renxun stressed that Uber uses Huida products by driving, he adds self-designed software to the system. In addition, the intensity of traffic recognition was reduced, resulting in self-driving accidents. However, after this incident, it still triggered AI's self-driving road controversy.
Huang Renxun has always been optimistic about driving by himself. He once said that “humans should not drive”, but this time the congress became the main AI video production, retouching, AI medical, and high-speed computing products. It was not until the media interview that it was low-keyed to point out that the car was driving. The test is still based on private road testing and VR testing.
When the original incident took place and the suspension of the road, Huida also seized the opportunity to review the security variables repeatedly. The final conclusion was that there was no need to change. “We are very careful because there are not only pedestrians on the road, our own engineers are on the road.”
Jen-Hsun Huang shouted with confidence and reaffirmed that he would still actively develop self-driving cars. "Because self-drivers always keep paying attention, the chances of accidents in the future will be lower and lower!"
However, at present, the United States AI self-driving road test has been temporarily suspended. How to regain confidence in the self-drive market is the first problem for Huang Renxun.
Challenge 2: Data center business revenue is lower than expected
Second, Huida released the fiscal year 2019 (as of April 29, 2018) in the first quarter earnings report on May 10. Quarterly revenues increased 66% year-on-year to US$3.21 billion, and EPS reached US$1.98 and hit a record high. However, in the total revenue, the revenue of virtual currency business increased, but the revenue of data center business was lower than analysts' expectations, causing Huida's stock price to fall by nearly 3% for the next day.
Wall Street analysts believe that Huida over-reliance on virtual currency, but this business performance is not clear next quarter, volatile, data center industry should be strengthened.
It is no wonder that at the Taipei conference, Huang Renxun said that Taiwan is a PC and cloud computing center. The total server shipments of Hon Hai, Quanta, Inventec, Wistron, ASUS, Gigabyte, and Acer have reached 100 million units over the past 10 years. , accounting for 90% of the global server market, he kept holding this NT$12 million NVIDIA DGX-2 system constantly stressed, "The world's major manufacturers are in the AI computing revolution, the world of AI is very big!"
▲ Huang Renxun has great confidence in the future development of Huida, especially the super-operations with a production value of up to US$1 billion. It has great growth potential.
Huida’s big industry is a super-computing operation with a production value of up to 1 billion U.S. dollars. It caters to customers with high-speed computing needs such as Facebook, Google, and Amazon. It is also Taiwan’s processor in the development of AI Precision Medical, AI Smart Factory, AI Self-Driving Bus, etc. , and stressed that "virtual currency has always been an extra Bonus (dividend). No, it doesn't matter. We have a very high growth rate in other markets!"
However, Wall Street analysts disagreed with Huyda, and Wells Fargo Securities raised its negative rating on “sustainability of cars, games, and data center business growth” in April. The Bank of America Merrill Lynch In May, Goldman Sachs reiterated its optimism that cloud computing providers will continue to increase their capital expenditures, which will benefit Huida's business.
Looking at Huang Renxun's hard work, the AI godfather continued to lead the show. It is the key to whether the company can maintain its position after ascending.
World Magazine
2. Bluetooth BLE power smart speaker full potential;
The smart speaker market is booming, including Google, Apple, Amazon, or Alibaba, all of which have introduced solutions. However, in order to enable smart speakers to perform voice operations in real time in every corner of the home, the industry is booming. A wave of peripheral devices for intelligent speaker output/input voice control, which combines Bluetooth low-power, microphone sensors and speakers, to help transmit voice messages to remote smart speakers in real time, improving the user experience of smart speakers.
Chen Junzhi, Sales Manager of Nordic Region, mentioned that voice control technology via Bluetooth has already been applied for two or three years ago. At that time, it was applied to the set-top box voice search function, mainly using Bluetooth low-power technology to transmit voice remote control. Voice information. With the rise of smart speaker applications, developers have been looking for new business opportunities in the past two years. Creating a voice output/input device around a smart speaker is a new development opportunity.
Smart speaker applications are limited by geographical location. Users must command the number of people standing near the speakers to manipulate or obtain useful information. If users are far from the speakers, they cannot perform applications. In order to maximize the effectiveness of smart speakers, Chen Junzhi stated that many smart home related foundries or Netcom equipment manufacturers are actively inquiring about the technology of voice output/input equipment around smart speakers in an attempt to create a new world in the emerging field; for this reason, the company is also working hard to develop a proof of concept ( Proof of concept, PoC), to meet this application requirement.
On the whole, the voice output/input device application is to add it to any place in the home, to perform the operation of some lamps, door lock switches, and also to get some real-time useful information from it. For example, the user in the kitchen Cooking needs to get some recipe messages, you can directly ask the voice output/input device in the kitchen. After the device receives the voice message, it compresses the message via Bluetooth and sends it to the smart speaker. When the smart speaker receives the signal When you first extract the message and search for information on the recipe message, compress it and send it back to the voice output/input device and play it out through the speaker.
Although relevant voice output/input devices have not yet appeared on the market, the market inquiry is very hot. In addition to being able to work with smart speakers, smart boxes without audio or AI functions can also be used. From a technical point of view, The existing Bluetooth low-power technology is sufficient for voice output/input device development, and the manufacturing cost is only about 10 US dollars. The rain is coming to an end, the device will set off a wave of new trends in the smart home industry.
3. Intel 10 new Xeon processor exposure: delivery in late June;
According to foreign media reports, Intel is preparing to introduce new Xeon E series processors for the entry-level market. Based on the Coffee Lake-S architecture, the company said that it has provided a total of 10 models, with 4 cores and 6 cores.
The 10 Xeon processors updated this time are mainly for entry-level server and workstation products. The following are the models:
Xeon E-2124, Xeon E-2124G, Xeon E-2126G, Xeon E-2134, Xeon E-2136, Xeon E-2144G, Xeon E-2146G, Xeon E-2174G, Xeon E-2176G and Xeon E-2186G.
It is reported that the Xeon E-2100 is still based on the Coffee Lake architecture, using the LGA1151 interface, supports the C246 motherboard, specifications for various models have not been confirmed, only the Xeon E-2124G and Xeon E-2176G are known models, including Xeon E-2124G It is a quad-core, four-thread processor, but provides Turbo mode, 3.4 GHz clock speed can be increased to 4.5 GHz, Xeon E-2176G is similar to Core i7-8700K, 6-core 12-thread, clocked at around 3.7GHz to 4.7GHz .
Foreign media is expected to be shipped around June 25, 2018. IT House
4. Performance challenges i7 AMD's mysterious new processor performance exposure
Recently, AMD's Ruilong processors are normalizing, and at the same time, AMD and Intel have jointly exposed the processors that have been tested. However, they do not seem to be satisfied. They also prepared a flagship high-end processor.
According to foreign media discovery, AMD's processor with a model identified as DG02SRTBP4MFA passed the 3DMark test. From the test results, it is not even lost to the i7-8809G that is cooperating with Intel. However, it is a pity that it does not know the specifics of this product. naming method.
According to the information display, this new processor uses quad-core and eight-thread technology. The GPU part is very frontier, equipped with 2GB of HBM2 memory, and has 1,792 stream processors. The performance of graphics tests is even more severe than that of the i7-8809G. The GPU part of the processor is provided by AMD), running up to 16,000 points or more, but the CPU part performs poorly.
The specific naming and configuration of this processor are not yet known, but it is certain that it will be AMD's new generation of APU products. It may be announced at the Taipei Computer Show. TechWeb