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.
儘管其Blackwell AI芯片最初出現了延遲， $英偉達 (NVDA.US)$ 首席執行官黃仁勳已向投資者保證，Blackwell Ultra仍按計劃於2025年下半年發佈。
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.
發生了什麼：在英偉達的第四季度業績發佈會上，摩根大通分析師哈蘭·蘇爾詢問黃仁勳有關Blackwell Ultra的需求和推出策略，因爲該公司仍在提升其Blackwell芯片的產量。
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.
作爲回應，黃仁勳承認首批Blackwell芯片遇到了"小插曲"，"這可能讓我們延遲了幾個月，"但他說英偉達已經完全恢復。"團隊在恢復過程中表現得非常出色，"他說。
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."
首席執行官確認Blackwell Ultra將在2025年下半年推出，並將具備"新的網絡技術、新的內存，當然還有新的處理器。"
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.
他向投資者保證，英偉達的供應鏈和合作夥伴已爲過渡做好充分準備，並指出與從Hopper轉向Blackwell所需的顯著硬件更改不同，Blackwell Ultra將"直接適配"，無需重大架構改動。
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，黃仁勳透露英偉達已經在與合作伙伴密切合作下一代產品，稱爲Verarubin，他計劃在即將召開的GTC會議上發佈。
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芯片面臨重大挑戰，包括在集成到服務器-雲計算機架時出現過熱問題，影響了像這樣的主要客戶， $Meta Platforms (META.US)$, $微軟 (MSFT.US)$，以及埃隆·馬斯克的xAI。
These overheating problems were reported to have affected the performance of data centers, causing concern among Nvidia's partners and customers.
這些過熱問題被報告影響了數據中心的性能，引起了英偉達的合作伙伴和客戶的擔憂。
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.
英偉達報告第四季度營業收入爲393億美元，比上一季度增長12%，同比增長78%。這超過了華爾街對380.5億美元的預估。
At the earnings call, Huang said, "Demand for Blackwell is amazing as reasoning AI adds another scaling law."
在業績發佈會上，黃仁勳表示："對於Blackwell的需求非常驚人，因爲推理人工智能增加了另一個擴展法則。"
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.
價格走勢：截至撰寫時，英偉達的股價在盤後交易中下跌了1.49%，至129.32美元，此前在週三早些時候上漲了3.67%，並以131.28美元收盤，數據來源於Benzinga Pro。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：該內容部分是藉助人工智能工具生成的，並經過Benzinga編輯審核和發佈。
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