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cover of episode Nvidia’s AI business takes center stage - DTNSB 4965

Nvidia’s AI business takes center stage - DTNSB 4965

2025/2/27
logo of podcast Daily Tech News Show

Daily Tech News Show
AI Deep Dive AI Chapters Transcript
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D
Dr. Nikki
H
Huyen Tue Dao
J
Jason Howell
Topics
Jason Howell: Nvidia 的第四季度财报显示其 AI 业务强劲增长，数据中心收入同比增长 93%，占总收入的 91%。游戏业务收入下降 11%，但 AI 业务的增长弥补了这一损失。Nvidia 在汽车行业的销售额同比增长 103%，主要得益于其自动驾驶平台。Nvidia 对更高效的 AI 模型（如 DeepSeq 的 R1）的出现并不担忧，认为新的 AI 方法将显著增加对 Nvidia 芯片的需求。Nvidia 的 Blackwell 芯片已全面生产，满足当前 AI 时代的需求。 Huyen Tue Dao: 作为前游戏玩家，我对 Nvidia 从游戏公司转型为 AI 公司感到有趣。Nvidia 的转型是合理的，因为 AI 的进步需要强大的计算能力，而 Nvidia 的芯片恰好满足这一需求。DeepSeq 的出现虽然对行业有颠覆性影响，但 Nvidia 认为当前的推理模型需求仍然强劲，这将继续推动 Nvidia 芯片的需求。Nvidia 在汽车行业的增长也值得关注，这将成为其未来的另一个重要增长点。

Deep Dive

Chapters
Nvidia's Q4 earnings show explosive growth in its AI business, with a 93% year-on-year increase in data center revenue. Despite a slight dip in gaming revenue, the AI sector's success overshadows this, positioning Nvidia as a leading AI-centric company.
  • 93% annual increase in data center revenue
  • 91% of total sales from data center revenue
  • 11% revenue drop in gaming division
  • 103% year-over-year increase in automotive sales
  • Blackwell chips in full production

Shownotes Transcript

Sony cuts the price of the PlayStation VR 2 by $150, Amazon gets into the Quantum computing game with Ocelot, and Dr. Niki says that Spam is a problem for science as well as email.

Starring **Jason Howell **and Huyen Tue Dao.

Show notes can be found here).