NVIDIA (brightness amount to) outstanding achievement, share price achieves the history again and again new tall, but patriarch Huang Renxun has two to be troubled greatly as before, it is to go up the bit money bubble that season outstanding achievement grows fast and refluent, 2 it is this year the United States appears to drive oneself bump into the dead incident, let drive oneself development steps on brake urgently, partial foreign capital call-overs accordingly brightness amount to share price exorbitant.

NVIDIA of plot chip big plant (brightness amount to) patriarch Huang Renxun is in this year GPU technology congress (GTC) , speech more exert to one’s utmost! Ambulate type speech is not curious, build on the gesticulation of brandish of emphatic mood, fluctuation, wear write the fur clothing with dye-in-the-wood fighting capacity to run ceaselessly on the stage, pointing to the brief report that transcends big screen, communicative AI did not come greatly.

He holds the appearance, NVIDIA DGX-2 system that bends over to appear in Taipei in first degrees in the arms to go up with koala even, saying this is ” the strongest, throughout history is the greatest on the world GPU ” , explain with enthusiastic and infinite snout: This efficiency can compares server of 300 double CPU, sell 399 thousand dollar only however (money agreement a stage 1, 2 million yuan) , ” good petty gain! “

Have ” AI is patristic ” the young of the Jian austral the stage that say Huang Renxun is reincarnate and super the member that sell, the words that use a station saysProduct” with respect to water ㄟ (super- beautiful) , ” with respect to common ㄟ ” (exceed petty gain) , ” the grand below AWS, Hong Haiqi vacates Google of the person that leave job attending the meeting to the stage again, Yamaxun telecommunication of China of science and technology, telegraphic bibcock, grind China, flower course of study is amounted to, wide amount to wait for a delegate, and the developer of domestic and international soft hardware that be attracted, shout ” buy the province is more, more! “

Dan Huida share price, outstanding achievement ability double innovation is tall a few days ago, why does Huang Renxun exert oneself to do sth. so even ” peddle ” ? Be asked about in the press conference ” competition concerns ” (for example Google, Intel) when, he is pointing to the spinal adornment of heelpiece jokingly even, kick backward.


▲ head spends the NVIDIA DGX-2 system that appears in Taipei, brightness amounting to patriarch Huang Renxun to allege is the strongest, throughout history is the greatest on the world GPU.

Challenge one: Partner Uber drives oneself bump into a the dead, the road tries cry calorie

Last year AI (artificial intelligence) the topic rises abruptly, let brightness amount to share price when the river rises the boat goes up too, surmount American rich to connect, connect high, the big plant of science and technology such as IBM, the middle ten days of a month was climbed again this year in May support 260 dollars over, market prise is broken through 1, 50 billion dollar, achieve the history again new tall. Huang Renxun near future more by magazine of American finance and economics ” bully flourish ” (BARRON ‘ S) call-over for the whole world one of 30 optimal CEOs, ascend body ” far-sighted patriarch ” , as special as Berkshire CEO Ba Fei, Yamaxun the person such as Zu Kebai of mark of patriarch of CEO Beizunsi, Facebook is eponymous.

But Taipei this congress, also innovate again because of company share price tall, many wall street analysts put forward ” share price is exorbitant ” misgive, careladen brightness amount to kinetic energy of follow-up outstanding achievement, plus a few days ago brightness the incident shadow that amounts to partner Uber to drive to bump into dead pedestrian in the United States oneself did not come loose, let Huang Renxun face new challenge.
Time pullbacks on March 18, american Uber drives oneself the woman that in Arizona city dash against is crossing a street, it is first drive oneself bump into the dead case, uber partner lets after message exposure brightness amount to be the first to be affected, share price to weigh defeat one after another, from March 16 closing quotation price 250.48 dollars, already dropped to 2 14.25 dollar on April 6, drop more than 14% . Although Huang Renxun emphasizes Uber although use,driving oneself brightness amount toProduct, join what design by oneself inside the system howeverSoftware, and will road condition differentiates intensity key is low, bring about drive oneself cause trouble. But after this has event, still cause AI to drive oneself start off controversy.

Huang Renxun is valued all along drive oneself, ever had ” the mankind should not drive ” say, but this congress becomes advocate dozen AI is video make, product of operation of medical treatment of long graph, AI, high speed. Until acceptMediaWhen the visit, ability is low-key point to out to driveTestStill in order to close roadTest(Private Road Testing) the test that reach VR is given priority to.

At the outset when start off of incident happening, time-out, brightness amount to also capture an opportunity to relapse postmortemSafeChange, final verdict is not to want a change, ” we are very careful, go up because of the road not merely pedestrian, the engineer of ourselves also goes up in the road. “

Propaganda to the enemy at the front line of Huang Renxun confidence, reiterate to still can develop actively to drive oneself, ” because drive to keep cautionary forever oneself (Always Paying Attention) , the machine rate that prospective traffic accident produces will be lower and lower! “
But at present American AI drives oneself the road is measured already intermit, how to pick up againThe marketTo the confidence that drives oneself, it is Huang Renxun the first difficult problem.

Challenge 2: Business battalion stops data center under anticipate

Secondly, brightness amount to announced 2019 money on May 10 year (up to on April 29, 2018) newspaper of money of the first season shows, close when season battalion year add 66% amount to 1.98 dollars to achieve the history again to 3.21 billion dollar, EPS new tall. But total battalion closes in, battalion of fictitious money business receives battalion of professional work of center of growth, data to close to anticipate under the analyst however, bring about brightness amount to share price tertian drop greatly for this nearly 3% .

Wall street analyst thinks, brightness amount to excessive count fictitious money, but this business lays season outstanding achievement and not Anacreontic, wave motion is spent big, this course of study ought to strengthen data center.
This is pardonable also go up in Taipei congress, huang Renxun says Taiwan is PC and center of operation of high in the clouds, the past is sea of 10 years of grand, wide amount to, flower course of study is amounted to, abb is achieved, Hua Shuo, ability fine, the server shipment summation of the manufacturer such as grand Chang amounts to 100 million, occupy global serverThe market 90% , he is entertaining that stage money for this 1, 2 million yuan NVIDIA DGX-2 system emphasizes ceaselessly, ” main firm is having the whole world AI operation revolution, the world of AI is very great! “


▲ Huang Renxun to brightness the prospective development that amount to has hope greatly, especially the super operation that production value is as high as 1 billion dollar, have growing latent capacity extremely.

Brightness the big industry in amounting to an eye, it is the super operation that production value is as high as 1 billion dollar, because answer the client of demand of high speed operation such as Facebook, Google, Yamaxun, also be the processor that Taiwan allows factory of intelligence of medical treatment, AI, AI to drive the domain such as the bus oneself in development AI essence, emphasize ” fictitious money is additional Bonus originally (bonus) , also did not have nothing to do with, we grow in other market the gender is very tall! “

Analyst of Dan Huaer market is right brightness amount to view difference, rich nation negotiable securities (Wells Fargo Securities) be opposite when April its ” can last what car, game and data center business grow the gender feels anxious ” , give brightness amount to negative grade. And beautiful Yin Meilin and Gao Cheng reiterated in May value, think the capital expenditure of supplier of operation of high in the clouds increases ceaselessly, right brightness amount to business advantageous.
Look at outstanding achievement of Pan of Huang Renxun exert to one’s utmost, this AI is patristic how to lead continuously coquettish, just about after company uprise whether maintained key.