Chris Lau
0
All posts from Chris Lau
Chris Lau in Value Stocks,

Nvidia's Tesla, and Automotive AI Platform at GTC

At the GTC 2016 opening keynote, Nvidia introduced its Tesla P100. The company talked about its “five miracles.”

That is:

1.Pascal Architecture

2.16nm FinFET

3.HBM2

4.NYLink

5.AI algorithms

The company plans to release Tesla P100 servers in Q1/2017. IBM, HPE, Dell, and Cray will a supply Nvidia’s solution.

In the auto-driving market, NVidia introduced its DL-powered car computing platform. As an open platform and having a scalable architecture, the chip giant should attract developers.

Last quarter, Nvidia's revenue from the automotive grew nearly 70%. It is still a small part of overall revenue:

Turning to automotive. Automotive revenue was a record $93 million, up 18% sequentially and up 68% year-over-year. One of the biggest stories at CES was the introduction of our NVIDIA DRIVE PX 2 self-driving car platform, which utilizes artificial intelligence to address the profoundly complex challenge of autonomous driving.

Unsurprisingly, Nvidia did not announce any consumer product updates. This leaves us to speculate its GP100 would be released in March 2017 and the GP204 in October 2016.