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ensemble
2021-11-11

Good to see other players competing

Nvidia is on top of the world, but its rivals are gaining steam<blockquote>英伟达处于世界之巅，但其竞争对手正在崛起</blockquote>

Nvidia is still the graphics king, but AMD, Intel, and Apple are making moves Nvidia (NVDA) unveiled

Nvidia is on top of the world, but its rivals are gaining steam<blockquote>英伟达处于世界之巅，但其竞争对手正在崛起</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":870883258,"tweetId":"870883258","gmtCreate":1636600137323,"gmtModify":1636600137323,"author":{"id":3569724843806002,"idStr":"3569724843806002","authorId":3569724843806002,"authorIdStr":"3569724843806002","name":"ensemble","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Good to see other players competing&nbsp;</body></html>","htmlText":"<html><head></head><body>Good to see other players competing&nbsp;</body></html>","text":"Good to see other players competing","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/870883258","repostId":1151981691,"repostType":4,"repost":{"id":"1151981691","kind":"news","pubTimestamp":1636595184,"share":"https://www.laohu8.com/m/news/1151981691?lang=zh_CN&edition=full","pubTime":"2021-11-11 09:46","market":"us","language":"en","title":"Nvidia is on top of the world, but its rivals are gaining steam<blockquote>英伟达处于世界之巅，但其竞争对手正在崛起</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151981691","media":"Yahoo","summary":"Nvidia is still the graphics king, but AMD, Intel, and Apple are making moves\nNvidia (NVDA) unveiled","content":"Nvidia is still the graphics king, but AMD, Intel, and Apple are making moves<blockquote>英伟达仍是显卡王者，AMD、英特尔、苹果却在出手</blockquote> Nvidia (NVDA) unveiled a sweeping array of new technologies at its GTC conference this week, ranging from anAI-powered chauffeur that can park your carto a tool topredict the paths of wildfires. All of this from a company that started out selling graphics cards for gamers.<blockquote>Nvidia(NVDA)在本周的GTC会议上推出了一系列新技术，从可以停车的人工智能司机到预测野火路径的工具。所有这些都来自一家开始为游戏玩家销售显卡的公司。</blockquote> But Nvidia still makes the majority of its money from the sale of those cards. Its gaming unit accounted for 47% oftotal revenue in the second quarter, while the data center business accounted for 36%.<blockquote>但英伟达的大部分收入仍然来自销售这些卡。其游戏部门占第二季度总收入的47%，而数据中心业务占36%。</blockquote> And while Nvidia dominates with roughly83% of market sharecompared to AMD's (AMD) 17%, it has serious competition angling to take its crown.<blockquote>尽管英伟达以大约83%的市场份额占据主导地位，而AMD(AMD)的市场份额为17%，但它面临着激烈的竞争，试图夺取桂冠。</blockquote> First, there's Apple (AAPL), which has quickly built out its own laptop chips with graphics capabilities that it says can tangle with Nvidia’s best offerings. And waiting in the wings is Intel (INTC), which is set to launch its own line of graphics chips that could prove especially troublesome for Nvidia.<blockquote>首先是苹果（AAPL），该公司迅速开发出了自己的笔记本电脑芯片，其图形功能据称可以与英伟达的最佳产品相抗衡。等待的是英特尔(INTC)，该公司将推出自己的图形芯片系列，这对英伟达来说可能尤其麻烦。</blockquote> That's because unlike Apple's chips, Intel's graphics processors will find their way into Windows laptops and desktops. Windows PCs are the go-to computers for gamers around the world, and if Intel pushes out chips that can rival Nvidia's capabilities, it could threaten the gaming titan in the long term.<blockquote>这是因为与苹果的芯片不同，英特尔的图形处理器将进入Windows笔记本电脑和台式机。Windows PC是全球游戏玩家的首选电脑，如果英特尔推出可以与英伟达相媲美的芯片，从长远来看，它可能会威胁到这家游戏巨头。</blockquote> Intel, Apple, and AMD are looking to take own Nvidia<blockquote>英特尔、苹果和AMD正在寻求收购Nvidia</blockquote> Nvidia is a beast in the gaming market and AI business, but it’s quickly gaining new rivals. While the company’s RTX cards are some of the most powerful around, they aren’t the only option for consumers and businesses.<blockquote>英伟达是游戏市场和人工智能业务的一头野兽，但它正在迅速获得新的竞争对手。虽然该公司的RTX卡是最强大的，但它们并不是消费者和企业的唯一选择。</blockquote> While AMD doesn’t have Nvidia’s market share, it’s got the kind of capabilities that gamers are looking for at similar prices. Intel, meanwhile, is preparing to roll out the first real competitors to mainstream Nvidia and AMD graphics in the form of its Arc Alchemist chips for laptops and desktop cards.<blockquote>虽然AMD没有英伟达的市场份额，但它拥有游戏玩家在类似价格下寻求的功能。与此同时，英特尔正准备推出第一个真正的竞争对手，以其用于笔记本电脑和台式机卡的Arc Alchemist芯片的形式，将Nvidia和AMD显卡主流化。</blockquote> “Intel has already got all the support for gaming in its GPUs, because Intel is actually the biggest GPU vendor in the market with its integrated GPUs,” explained Gartner analyst Alan Priestley.<blockquote>Gartner分析师Alan Priestley解释说：“英特尔已经在其GPU中获得了对游戏的所有支持，因为英特尔实际上是市场上拥有集成GPU的最大GPU供应商。”</blockquote> But those chips, he says, don’t offer the kind of graphics capabilities of discrete graphics chips that have their own memory. They’re more in line with playing Solitaire rather than, say, “Call of Duty.” But Intel’s new chips, based on its Xe-HPG microarchitecture, appear to have all of the features necessary to take on Nvidia.<blockquote>但他说，这些芯片不提供拥有自己内存的独立图形芯片的图形功能。他们更适合玩纸牌游戏，而不是“使命看涨期权”。但英特尔基于Xe-HPG微架构的新芯片似乎拥有与英伟达竞争所需的所有功能。</blockquote> Intel says its chips will support technologies like DirectX Ray Tracing, variable rate shading, and mesh shading — basically all things that make games look and run well. It's taking a direct swipe at Nvidia’s most important business.<blockquote>英特尔表示，其芯片将支持DirectX光线跟踪、可变速率着色和网格着色等技术——基本上所有使游戏看起来和运行良好的技术。它直接打击了英伟达最重要的业务。</blockquote> “The challenge for Intel is going to be whether it can gain share, because it's either got to gain share from Nvidia or AMD or grow the market,” Priestley said.<blockquote>Priestley表示：“英特尔面临的挑战将是它是否能够获得份额，因为它要么必须从Nvidia或AMD那里获得份额，要么扩大市场。”</blockquote> Intel isn’t Nvidia’s only new competitor. Apple has become a surprising dark horse in the graphics game with its M1 Pro and M1 Max chips. Powering the company’s MacBook Pro 14-inch and MacBook Pro 16-inch, the chips make Apple’s laptops, according to the company’s own numbers, every bit as capable in terms of graphics performance as those running Nvidia chips.<blockquote>英特尔并不是英伟达唯一的新竞争对手。苹果凭借M1 Pro和M1 Max芯片成为图形游戏中令人惊讶的黑马。根据该公司自己的数据，这些芯片为该公司的14英寸MacBook Pro和16英寸MacBook Pro提供动力，使苹果的笔记本电脑在图形性能方面与运行Nvidia芯片的笔记本电脑一样强大。</blockquote> According to Apple’s testing, the M1 Max-powered MacBook Pro 16-inch with 64GB of RAM beats out Razer’s Blade 15 Advanced running an Intel Core i9, 32GB of RAM, and an Nvidia RTX 3080 in both performance and power efficiency. Both systems are roughly the same price.<blockquote>根据苹果的测试，配备64GB内存的M1 Max 16英寸MacBook Pro在性能和能效方面都击败了运行英特尔酷睿i9、32GB内存和英伟达RTX 3080的Razer Blade 15 Advanced。两个系统的价格大致相同。</blockquote> There are some caveats there, of course. Namely that Apple doesn’t play much in the gaming space. Sure, there are games available through the App Store, but if you’re looking for AAA titles from the world’s biggest developers, you’ll find them on PC.<blockquote>当然，这里有一些警告。也就是说，苹果在游戏领域玩得不多。当然，App Store上有游戏，但如果你在寻找世界上最大的开发商的AAA游戏，你会在PC上找到它们。</blockquote> It’s not just gaming where Nvidia is facing stiffer competition, though. AMD on Monday rolled out its new MI200 GPU for high performance computing and AI acceleration, with its sights set on taking on Nvidia in the data center space. Not to be left out, Intel is expected to bring out its own Ponte Vecchio GPU in 2022 for AI applications.<blockquote>不过，英伟达面临更激烈竞争的不仅仅是游戏领域。AMD周一推出了用于高性能计算和人工智能加速的新型MI200 GPU，其目标是在数据中心领域与Nvidia展开竞争。英特尔也不甘示弱，预计将在2022年推出自己的Ponte Vecchio GPU，用于人工智能应用。</blockquote> Nvidia is still as formidable as they come<blockquote>英伟达仍然一如既往地强大</blockquote> Despite staring down strong contenders, Nvidia is still a powerhouse — in large part because of its software.<blockquote>尽管面临强大的竞争者，英伟达仍然是一个强大的公司——很大程度上是因为它的软件。</blockquote> “They make their products very sticky by creating software infrastructure that makes it hard for customers to shift, particularly in the data center,” explained Matt Bryson, SVP of Equity Research at Wedbush Securities. “So I really think that that is the differentiation that they've created both in gaming and in the data center space. And that it's just really hard for competitors to replicate that.”<blockquote>Wedbush Securities股票研究高级副总裁马特·布赖森(Matt Bryson)解释说：“他们通过创建软件基础设施使客户难以转移，特别是在数据中心。”“所以我真的认为这就是他们在游戏和数据中心领域创造的差异化。竞争对手很难复制这一点。”</blockquote> Nvidia also benefits by selling full-on supercomputers for AI applications, which can go for hundreds of thousands of dollars.<blockquote>英伟达还通过销售用于人工智能应用的全功能超级计算机而受益，这些计算机的价格可能高达数十万美元。</blockquote> What’s more, Nvidia benefits from largely working only with GPUs. Unlike AMD, it doesn’t sell both CPUs and GPUs, and unlike Intel, it isn’t reentering the discrete GPU market. The company is set to launch its own CPU code named Grace to ensure it can provide its customers with its own CPU — but so far it’s been able to focus all of its efforts on GPUs.<blockquote>更重要的是，Nvidia受益于很大程度上只与GPU合作。与AMD不同，它不同时销售CPU和GPU，也与英特尔不同，它不会重新进入独立GPU市场。该公司将推出自己的CPU代码Grace，以确保能够为客户提供自己的CPU——但到目前为止，它能够将所有精力集中在GPU上。</blockquote> “Nvidia has had that part of the market to itself. It has the resources to invest into the markets, both gaming and the data center, which has helped it build its business,” Priestley said. “It has one product GPUs, basically.”<blockquote>Priestley表示：“英伟达已经独占了这部分市场。它拥有投资游戏和数据中心市场的资源，这帮助它建立了业务。”“基本上，它有一个产品GPU。”</blockquote> Still, Nvidia’s rivals aren’t sitting idly by. And while the company is the market leader for now, there’s no guarantee it will stay that way forever. It needs to continue to innovate at a rapid clip if it wants to hold on to its position at the top.<blockquote>尽管如此，英伟达的竞争对手并没有袖手旁观。虽然该公司目前是市场领导者，但不能保证它会永远保持这种状态。如果它想保持领先地位，就需要继续快速创新。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia is on top of the world, but its rivals are gaining steam<blockquote>英伟达处于世界之巅，但其竞争对手正在崛起</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia is on top of the world, but its rivals are gaining steam<blockquote>英伟达处于世界之巅，但其竞争对手正在崛起</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nYahoo2021-11-11 09:46\n\n</h4>\n</header>\n<article>\nNvidia is still the graphics king, but AMD, Intel, and Apple are making moves<blockquote>英伟达仍是显卡王者，AMD、英特尔、苹果却在出手</blockquote> Nvidia (NVDA) unveiled a sweeping array of new technologies at its GTC conference this week, ranging from anAI-powered chauffeur that can park your carto a tool topredict the paths of wildfires. All of this from a company that started out selling graphics cards for gamers.<blockquote>Nvidia(NVDA)在本周的GTC会议上推出了一系列新技术，从可以停车的人工智能司机到预测野火路径的工具。所有这些都来自一家开始为游戏玩家销售显卡的公司。</blockquote> But Nvidia still makes the majority of its money from the sale of those cards. Its gaming unit accounted for 47% oftotal revenue in the second quarter, while the data center business accounted for 36%.<blockquote>但英伟达的大部分收入仍然来自销售这些卡。其游戏部门占第二季度总收入的47%，而数据中心业务占36%。</blockquote> And while Nvidia dominates with roughly83% of market sharecompared to AMD's (AMD) 17%, it has serious competition angling to take its crown.<blockquote>尽管英伟达以大约83%的市场份额占据主导地位，而AMD(AMD)的市场份额为17%，但它面临着激烈的竞争，试图夺取桂冠。</blockquote> First, there's Apple (AAPL), which has quickly built out its own laptop chips with graphics capabilities that it says can tangle with Nvidia’s best offerings. And waiting in the wings is Intel (INTC), which is set to launch its own line of graphics chips that could prove especially troublesome for Nvidia.<blockquote>首先是苹果（AAPL），该公司迅速开发出了自己的笔记本电脑芯片，其图形功能据称可以与英伟达的最佳产品相抗衡。等待的是英特尔(INTC)，该公司将推出自己的图形芯片系列，这对英伟达来说可能尤其麻烦。</blockquote> That's because unlike Apple's chips, Intel's graphics processors will find their way into Windows laptops and desktops. Windows PCs are the go-to computers for gamers around the world, and if Intel pushes out chips that can rival Nvidia's capabilities, it could threaten the gaming titan in the long term.<blockquote>这是因为与苹果的芯片不同，英特尔的图形处理器将进入Windows笔记本电脑和台式机。Windows PC是全球游戏玩家的首选电脑，如果英特尔推出可以与英伟达相媲美的芯片，从长远来看，它可能会威胁到这家游戏巨头。</blockquote> Intel, Apple, and AMD are looking to take own Nvidia<blockquote>英特尔、苹果和AMD正在寻求收购Nvidia</blockquote> Nvidia is a beast in the gaming market and AI business, but it’s quickly gaining new rivals. While the company’s RTX cards are some of the most powerful around, they aren’t the only option for consumers and businesses.<blockquote>英伟达是游戏市场和人工智能业务的一头野兽，但它正在迅速获得新的竞争对手。虽然该公司的RTX卡是最强大的，但它们并不是消费者和企业的唯一选择。</blockquote> While AMD doesn’t have Nvidia’s market share, it’s got the kind of capabilities that gamers are looking for at similar prices. Intel, meanwhile, is preparing to roll out the first real competitors to mainstream Nvidia and AMD graphics in the form of its Arc Alchemist chips for laptops and desktop cards.<blockquote>虽然AMD没有英伟达的市场份额，但它拥有游戏玩家在类似价格下寻求的功能。与此同时，英特尔正准备推出第一个真正的竞争对手，以其用于笔记本电脑和台式机卡的Arc Alchemist芯片的形式，将Nvidia和AMD显卡主流化。</blockquote> “Intel has already got all the support for gaming in its GPUs, because Intel is actually the biggest GPU vendor in the market with its integrated GPUs,” explained Gartner analyst Alan Priestley.<blockquote>Gartner分析师Alan Priestley解释说：“英特尔已经在其GPU中获得了对游戏的所有支持，因为英特尔实际上是市场上拥有集成GPU的最大GPU供应商。”</blockquote> But those chips, he says, don’t offer the kind of graphics capabilities of discrete graphics chips that have their own memory. They’re more in line with playing Solitaire rather than, say, “Call of Duty.” But Intel’s new chips, based on its Xe-HPG microarchitecture, appear to have all of the features necessary to take on Nvidia.<blockquote>但他说，这些芯片不提供拥有自己内存的独立图形芯片的图形功能。他们更适合玩纸牌游戏，而不是“使命看涨期权”。但英特尔基于Xe-HPG微架构的新芯片似乎拥有与英伟达竞争所需的所有功能。</blockquote> Intel says its chips will support technologies like DirectX Ray Tracing, variable rate shading, and mesh shading — basically all things that make games look and run well. It's taking a direct swipe at Nvidia’s most important business.<blockquote>英特尔表示，其芯片将支持DirectX光线跟踪、可变速率着色和网格着色等技术——基本上所有使游戏看起来和运行良好的技术。它直接打击了英伟达最重要的业务。</blockquote> “The challenge for Intel is going to be whether it can gain share, because it's either got to gain share from Nvidia or AMD or grow the market,” Priestley said.<blockquote>Priestley表示：“英特尔面临的挑战将是它是否能够获得份额，因为它要么必须从Nvidia或AMD那里获得份额，要么扩大市场。”</blockquote> Intel isn’t Nvidia’s only new competitor. Apple has become a surprising dark horse in the graphics game with its M1 Pro and M1 Max chips. Powering the company’s MacBook Pro 14-inch and MacBook Pro 16-inch, the chips make Apple’s laptops, according to the company’s own numbers, every bit as capable in terms of graphics performance as those running Nvidia chips.<blockquote>英特尔并不是英伟达唯一的新竞争对手。苹果凭借M1 Pro和M1 Max芯片成为图形游戏中令人惊讶的黑马。根据该公司自己的数据，这些芯片为该公司的14英寸MacBook Pro和16英寸MacBook Pro提供动力，使苹果的笔记本电脑在图形性能方面与运行Nvidia芯片的笔记本电脑一样强大。</blockquote> According to Apple’s testing, the M1 Max-powered MacBook Pro 16-inch with 64GB of RAM beats out Razer’s Blade 15 Advanced running an Intel Core i9, 32GB of RAM, and an Nvidia RTX 3080 in both performance and power efficiency. Both systems are roughly the same price.<blockquote>根据苹果的测试，配备64GB内存的M1 Max 16英寸MacBook Pro在性能和能效方面都击败了运行英特尔酷睿i9、32GB内存和英伟达RTX 3080的Razer Blade 15 Advanced。两个系统的价格大致相同。</blockquote> There are some caveats there, of course. Namely that Apple doesn’t play much in the gaming space. Sure, there are games available through the App Store, but if you’re looking for AAA titles from the world’s biggest developers, you’ll find them on PC.<blockquote>当然，这里有一些警告。也就是说，苹果在游戏领域玩得不多。当然，App Store上有游戏，但如果你在寻找世界上最大的开发商的AAA游戏，你会在PC上找到它们。</blockquote> It’s not just gaming where Nvidia is facing stiffer competition, though. AMD on Monday rolled out its new MI200 GPU for high performance computing and AI acceleration, with its sights set on taking on Nvidia in the data center space. Not to be left out, Intel is expected to bring out its own Ponte Vecchio GPU in 2022 for AI applications.<blockquote>不过，英伟达面临更激烈竞争的不仅仅是游戏领域。AMD周一推出了用于高性能计算和人工智能加速的新型MI200 GPU，其目标是在数据中心领域与Nvidia展开竞争。英特尔也不甘示弱，预计将在2022年推出自己的Ponte Vecchio GPU，用于人工智能应用。</blockquote> Nvidia is still as formidable as they come<blockquote>英伟达仍然一如既往地强大</blockquote> Despite staring down strong contenders, Nvidia is still a powerhouse — in large part because of its software.<blockquote>尽管面临强大的竞争者，英伟达仍然是一个强大的公司——很大程度上是因为它的软件。</blockquote> “They make their products very sticky by creating software infrastructure that makes it hard for customers to shift, particularly in the data center,” explained Matt Bryson, SVP of Equity Research at Wedbush Securities. “So I really think that that is the differentiation that they've created both in gaming and in the data center space. And that it's just really hard for competitors to replicate that.”<blockquote>Wedbush Securities股票研究高级副总裁马特·布赖森(Matt Bryson)解释说：“他们通过创建软件基础设施使客户难以转移，特别是在数据中心。”“所以我真的认为这就是他们在游戏和数据中心领域创造的差异化。竞争对手很难复制这一点。”</blockquote> Nvidia also benefits by selling full-on supercomputers for AI applications, which can go for hundreds of thousands of dollars.<blockquote>英伟达还通过销售用于人工智能应用的全功能超级计算机而受益，这些计算机的价格可能高达数十万美元。</blockquote> What’s more, Nvidia benefits from largely working only with GPUs. Unlike AMD, it doesn’t sell both CPUs and GPUs, and unlike Intel, it isn’t reentering the discrete GPU market. The company is set to launch its own CPU code named Grace to ensure it can provide its customers with its own CPU — but so far it’s been able to focus all of its efforts on GPUs.<blockquote>更重要的是，Nvidia受益于很大程度上只与GPU合作。与AMD不同，它不同时销售CPU和GPU，也与英特尔不同，它不会重新进入独立GPU市场。该公司将推出自己的CPU代码Grace，以确保能够为客户提供自己的CPU——但到目前为止，它能够将所有精力集中在GPU上。</blockquote> “Nvidia has had that part of the market to itself. It has the resources to invest into the markets, both gaming and the data center, which has helped it build its business,” Priestley said. “It has one product GPUs, basically.”<blockquote>Priestley表示：“英伟达已经独占了这部分市场。它拥有投资游戏和数据中心市场的资源，这帮助它建立了业务。”“基本上，它有一个产品GPU。”</blockquote> Still, Nvidia’s rivals aren’t sitting idly by. And while the company is the market leader for now, there’s no guarantee it will stay that way forever. It needs to continue to innovate at a rapid clip if it wants to hold on to its position at the top.<blockquote>尽管如此，英伟达的竞争对手并没有袖手旁观。虽然该公司目前是市场领导者，但不能保证它会永远保持这种状态。如果它想保持领先地位，就需要继续快速创新。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/nvidia-is-on-top-of-the-world-but-its-rivals-are-gaining-steam-181437845.html\">Yahoo</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/nvidia-is-on-top-of-the-world-but-its-rivals-are-gaining-steam-181437845.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151981691","content_text":"Nvidia is still the graphics king, but AMD, Intel, and Apple are making moves\nNvidia (NVDA) unveiled a sweeping array of new technologies at its GTC conference this week, ranging from anAI-powered chauffeur that can park your carto a tool topredict the paths of wildfires. All of this from a company that started out selling graphics cards for gamers.\nBut Nvidia still makes the majority of its money from the sale of those cards. Its gaming unit accounted for 47% oftotal revenue in the second quarter, while the data center business accounted for 36%.\nAnd while Nvidia dominates with roughly83% of market sharecompared to AMD's (AMD) 17%, it has serious competition angling to take its crown.\nFirst, there's Apple (AAPL), which has quickly built out its own laptop chips with graphics capabilities that it says can tangle with Nvidia’s best offerings. And waiting in the wings is Intel (INTC), which is set to launch its own line of graphics chips that could prove especially troublesome for Nvidia.\nThat's because unlike Apple's chips, Intel's graphics processors will find their way into Windows laptops and desktops. Windows PCs are the go-to computers for gamers around the world, and if Intel pushes out chips that can rival Nvidia's capabilities, it could threaten the gaming titan in the long term.\nIntel, Apple, and AMD are looking to take own Nvidia\nNvidia is a beast in the gaming market and AI business, but it’s quickly gaining new rivals. While the company’s RTX cards are some of the most powerful around, they aren’t the only option for consumers and businesses.\nWhile AMD doesn’t have Nvidia’s market share, it’s got the kind of capabilities that gamers are looking for at similar prices. Intel, meanwhile, is preparing to roll out the first real competitors to mainstream Nvidia and AMD graphics in the form of its Arc Alchemist chips for laptops and desktop cards.\n“Intel has already got all the support for gaming in its GPUs, because Intel is actually the biggest GPU vendor in the market with its integrated GPUs,” explained Gartner analyst Alan Priestley.\nBut those chips, he says, don’t offer the kind of graphics capabilities of discrete graphics chips that have their own memory. They’re more in line with playing Solitaire rather than, say, “Call of Duty.” But Intel’s new chips, based on its Xe-HPG microarchitecture, appear to have all of the features necessary to take on Nvidia.\nIntel says its chips will support technologies like DirectX Ray Tracing, variable rate shading, and mesh shading — basically all things that make games look and run well. It's taking a direct swipe at Nvidia’s most important business.\n“The challenge for Intel is going to be whether it can gain share, because it's either got to gain share from Nvidia or AMD or grow the market,” Priestley said.\nIntel isn’t Nvidia’s only new competitor. Apple has become a surprising dark horse in the graphics game with its M1 Pro and M1 Max chips. Powering the company’s MacBook Pro 14-inch and MacBook Pro 16-inch, the chips make Apple’s laptops, according to the company’s own numbers, every bit as capable in terms of graphics performance as those running Nvidia chips.\nAccording to Apple’s testing, the M1 Max-powered MacBook Pro 16-inch with 64GB of RAM beats out Razer’s Blade 15 Advanced running an Intel Core i9, 32GB of RAM, and an Nvidia RTX 3080 in both performance and power efficiency. Both systems are roughly the same price.\nThere are some caveats there, of course. Namely that Apple doesn’t play much in the gaming space. Sure, there are games available through the App Store, but if you’re looking for AAA titles from the world’s biggest developers, you’ll find them on PC.\nIt’s not just gaming where Nvidia is facing stiffer competition, though. AMD on Monday rolled out its new MI200 GPU for high performance computing and AI acceleration, with its sights set on taking on Nvidia in the data center space. Not to be left out, Intel is expected to bring out its own Ponte Vecchio GPU in 2022 for AI applications.\nNvidia is still as formidable as they come\nDespite staring down strong contenders, Nvidia is still a powerhouse — in large part because of its software.\n“They make their products very sticky by creating software infrastructure that makes it hard for customers to shift, particularly in the data center,” explained Matt Bryson, SVP of Equity Research at Wedbush Securities. “So I really think that that is the differentiation that they've created both in gaming and in the data center space. And that it's just really hard for competitors to replicate that.”\nNvidia also benefits by selling full-on supercomputers for AI applications, which can go for hundreds of thousands of dollars.\nWhat’s more, Nvidia benefits from largely working only with GPUs. Unlike AMD, it doesn’t sell both CPUs and GPUs, and unlike Intel, it isn’t reentering the discrete GPU market. The company is set to launch its own CPU code named Grace to ensure it can provide its customers with its own CPU — but so far it’s been able to focus all of its efforts on GPUs.\n“Nvidia has had that part of the market to itself. It has the resources to invest into the markets, both gaming and the data center, which has helped it build its business,” Priestley said. “It has one product GPUs, basically.”\nStill, Nvidia’s rivals aren’t sitting idly by. And while the company is the market leader for now, there’s no guarantee it will stay that way forever. It needs to continue to innovate at a rapid clip if it wants to hold on to its position at the top.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2442,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}