Jensen Huang Admits First Nvidia Blackwell Chips Faced Hiccups, Praises Team For Amazing Recovery — Blackwell Ultra On Track For Second Half Of 2025
Jensen Huang Admits First Nvidia Blackwell Chips Faced Hiccups, Praises Team For Amazing Recovery — Blackwell Ultra On Track For Second Half Of 2025
The CEO confirmed that Blackwell Ultra will arrive in the second half of 2025 and will feature "new networking, new memories, and, of course, new processors."Despite initial delays with its Blackwell AI chip, $NVIDIA (NVDA.US)$ CEO Jensen Huang has reassured investors that Blackwell Ultra remains on schedule for the second half of 2025.
尽管其Blackwell AI芯片最初出现了延迟， $英伟达 (NVDA.US)$ 首席执行官黄仁勋已向投资者保证，Blackwell Ultra仍按计划于2025年下半年发布。
What Happened: During Nvidia's fourth-quarter earnings call, JPMorgan analyst Harlan Sur asked Huang about the demand and rollout strategy for Blackwell Ultra, given that the company is still ramping up its Blackwell chips.
发生了什么：在英伟达的第四季度业绩会上，摩根大通分析师哈兰·苏尔询问黄仁勋有关Blackwell Ultra的需求和推出策略，因为该公司仍在提升其Blackwell芯片的产量。
In response, Huang acknowledged that the first Blackwell chips faced a "hiccup" that "probably cost us a couple of months," but said that Nvidia has fully recovered. "The team did an amazing job recovering," he said.
作为回应，黄仁勋承认首批Blackwell芯片遇到了"小插曲"，"这可能让我们延迟了几个月，"但他说英伟达已经完全恢复。"团队在恢复过程中表现得非常出色，"他说。
The CEO confirmed that Blackwell Ultra will arrive in the second half of 2025 and will feature "new networking, new memories, and, of course, new processors."
首席执行官确认Blackwell Ultra将在2025年下半年推出，并将具备"新的网络技术、新的内存，当然还有新的处理器。"
He assured investors that Nvidia's supply chain and partners are fully prepared for the transition and noted that unlike the transition from Hopper to Blackwell, which required significant hardware changes, Blackwell Ultra will "slot right in" without major architectural overhauls.
他向投资者保证，英伟达的供应链和合作伙伴已为过渡做好充分准备，并指出与从Hopper转向Blackwell所需的显著硬件更改不同，Blackwell Ultra将"直接适配"，无需重大架构改动。
Beyond Blackwell Ultra, Huang revealed that Nvidia is already working closely with partners on the "click after that," called Verarubin, which he plans to unveil at the upcoming GTC conference.
除了Blackwell Ultra，黄仁勋透露英伟达已经在与合作伙伴密切合作下一代产品，称为Verarubin，他计划在即将召开的GTC会议上发布。
Why It Matters: Last year, the Blackwell chips faced significant challenges, including overheating issues when integrated into server racks, impacting major clients like $Meta Platforms (META.US)$, $Microsoft (MSFT.US)$, and Elon Musk's xAI.
重要性：去年，Blackwell芯片面临重大挑战，包括在集成到服务器-云计算机架时出现过热问题，影响了像这样的主要客户， $Meta Platforms (META.US)$, $微软 (MSFT.US)$，以及埃隆·马斯克的xAI。
These overheating problems were reported to have affected the performance of data centers, causing concern among Nvidia's partners and customers.
这些过热问题被报告影响了数据中心的性能，引起了英伟达的合作伙伴和客户的担忧。
Nvidia reported $39.3 billion in fourth-quarter revenue, marking a 12% increase from the previous quarter and 78% growth year-over-year. This surpassed Wall Street's estimate of $38.05 billion.
英伟达报告第四季度营业收入为393亿美元，比上一季度增长12%，同比增长78%。这超过了华尔街对380.5亿美元的预估。
At the earnings call, Huang said, "Demand for Blackwell is amazing as reasoning AI adds another scaling law."
在业绩会上，黄仁勋表示："对于Blackwell的需求非常惊人，因为推理人工智能增加了另一个扩展法则。"
Price Action: At the time of writing, Nvidia's stock declined 1.49% in after-hours trading to $129.32, after gaining 3.67% earlier on Wednesday and closing at $131.28, per Benzinga Pro.
价格走势：截至撰写时，英伟达的股价在盘后交易中下跌了1.49%，至129.32美元，此前在周三早些时候上涨了3.67%，并以131.28美元收盘，数据来源于Benzinga Pro。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：该内容部分是借助人工智能工具生成的，并经过Benzinga编辑审核和发布。
热门市场机会
热门讨论
热门讨论
