NVIDIA CEO Jensen Huang Keynote at GTC 2025
nvidia.com
NVIDIA CEO Jensen Huang Keynote at GTC 2025
Experience the latest in AI at GTC Taipei May 21–22 and GTC Paris June 10–12, 2025.
3 months ago
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【NVIDIA：遊戲業務復甦】 #為什麼重要 NVIDIA（NVDA）是 GPU 繪圖晶片設計公司，GPU 除了應用於資料中心也包含 PC。據 Jon Peddie Research 數據，去年 Q3 公司獨立顯卡市占率達 88%，而獨立顯卡主要需求在遊戲電競市場。 #故事背景 - NVIDIA 去年 Q3 電話會議：遊戲顯卡業務，營收持續下降至 15.74 億美元，年減 51.1％。但預計到 Q4（2022/11-2023/1）結束時，庫存問題應該可以解決，並且營收會微幅回升。 - NVIDIA 和 AMD 的顯卡新品於 2022 Q4 上市。 #發生了什麼 2/22 NVIDIA 發布會計年度 2023Q4（2022/11-2023/1）財報 - 遊戲顯卡業務 18.3 億美元，季增 16%，年減 46% - CEO 黃仁勳：「遊戲業務正在從疫情後的低迷中復甦。」 #他們怎麼說 遊戲 PC 組件設備商，美商海盜船（CRSR）2/10 電話會議： - 遊戲 PC 組件市場恢復增長。受益於遊戲 PC 市場的需求上升， 由 Nvidia、AMD 和英特爾在 2022 年底推出新的 GPU
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【NVIDIA：遊戲業務復甦】 #為什麼重要 NVIDIA（NVDA）是 GPU
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