First, can Blackwell continue to dominate the market in the future? This chip will be shipped in small quantities in the fourth quarter of this year and is expected to become Nvidia's main product next year. But as customized ASICs become the norm for large technology companies and the demand for inference computing grows exponentially, Nvidia GPUs may not be able to continue to dominate the inference market.
Second, another headwind Nvidia faces is the high standard set by its astonishing performance growth over the past two years.
Analysts surveyed by FactSet generally believe that Nvidia's revenue will grow 55% to $191.45 billion in . In contrast, Nvidia's revenue is expected to more than double to $123.37 billion in .
The market's perception of the competitive landscape of AI belgium phone number list chips is being revised, and there may be huge changes next year.
Broadcom's customized ASIC solution is emerging, which is somewhat similar to TSMC's challenge to traditional IDM back then.
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Next year will be the year of reasoning
More than two years after ChatGPT was launched, the main battlefield of AI is shifting from training to a larger and more competitive field: reasoning.
In recent months, many impressive events have occurred in the field of AI applications.