The "Yuan Universe" in Huang Renxun's mouth, the business scripture in Nvidia's heart

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Author / Qiao Zhibin

Picture Source / Nvidia (China) official website

Although Huang Renxun shouted the idea of ​​"Yuan Universe" in his mouth, his heart was full of Nvidia business.

A few days ago, Nvidia officially released the RTX 40 series GPU with the Ada LoveLace architecture at the GTC conference. The starting model includes three versions of RTX 4090, RTX 4080 16G and RTX 4080 12G. It is recommended that the retail price is 12999 yuan, 9499 yuan and 7199. Yuan.

It is reported that Nvidia calls RTX 4090 consisting of 76 billion crystal pipes, 16384 CUDA cores, and 24GB high -speed GDDR6X video memory. Compared with previous generation products, the performance improvement of RTX 4090 in light tracking games can reach 4 times compared to RTX 3090 TI. In the grating game, the performance improvement of the RTX 4090 has also been doubled, while maintaining the same 450W power consumption. The 16GB and 12GB versions of RTX 4080 have 9728 CUDA cores and 7680 CUDA cores, respectively. The performance is also stronger than the previous generation RTX 3090 Ti flagship graphics card.

It can be said that in terms of performance and price, the RTX 40 series GPU has significantly improved compared to the RTX 30 series, providing hardware support for the construction and operation of the Yuan universe. In addition to the game chip, Nvidia also released a self -driving THOR chip, which has reached 2000TFLOPS, which is currently 8 times that of the Orin chip. This chip will replace the previously released Altan chip. The start is listed.

The "Yuan Universe" in Nvidia and the business in the heart

As a household name in the world, the artificial intelligence computing company, which is mainly based on the design display chip and motherboard chip, the reasons for Nvidia to participate in the "Yuan Universe" are pure and well -known. Huang Renxun, the founder and CEO of Nvidia, has publicly stated many times: "The combination of artificial intelligence and computer graphics will provide motivation for the Yuan universe, that is, the next evolution of the Internet."

And whether it is the conjunction of the reality and reality of the Yuan universe, or to maintain the autonomous operation of the Yuan universe through artificial intelligence technology, it requires the support of 3D graphics processing pipelines and AI computing capabilities. In the industry Hardware manufacturer. Not only that, Nvidia also has rich accumulation in algorithm, computing power, graphics, etc.

As one of the six bottom technologies of the Yuan universe, the Sulu Yuan Universe Research Institute pointed out in the "2022 yuan universe industry trend report" that it is not only the carrier of the Yuan universe in the physical world, but also the key to promoting other core technology fields Link. Today, companies such as Google, Microsoft, Facebook, Amazon, Tesla and other companies involving AI products are using Nvidia chips.

The industry generally believes that in order to realize the Yuan universe scene described in "Aparies", at least 1000 times the computing power growth. Facing the needs of huge computing power means The improvement of the demand index level, the growth space of Nvidia's performance will also be full of imagination. Therefore, it is not an exaggeration to treat Nvidia as "the biggest beneficiary of the Yuan universe".

It seems to have tasted the "sweetness" of computing power hardware. In November last year, Nvidia announced the "three cores" strategy of upgrading the product route to "GPU+CPU+DPU" at GTC 2021. The Omniverse platform is positioned as "engineer's Yuan universe" to comprehensively promote the development of the Yuan universe solution.

Under the good situation of Nvidia's "Yuan Universe" road, EVGA broke this tranquility with Nvidia's "separated ways" on September 17. In the statement, EVGA blames the reason for Nvidia's "disrespect". In the future, it will not continue to cooperate, nor will it follow up the production and sales of the RTX 40 series graphics card.

Some insiders pointed out that EVGA's "breakup" with Nvidia on September 17 is not because of "respect", but "interests". As Nvidia RTX 40 series is about to go public, Nvidia requires partners such as EVGA to limit the price of RTX 30 series graphics cards, which leads to the FE version sold on the market. The price of the graphics card affects the partners' cleanup inventory.

The Suluyuan Universe Research Institute also found that "Nvidia's inventory has allowed downstream manufacturers to bear risks by limiting prices", which not only becomes the fuse of EVGA and Nvidia "breaks" In the inventory crisis.

On September 15th, Ethereum officially completed the merger of the main network and the letter chain, marking that Ethereum realized the transition from the workload certificate (POW) to the rights and interest certificate (POS), making the era of "mining" will become the past to become the past. The formula also caused the price collapse of the GPU market as the "mining tool".

However, some netizens have voiced, and Nvidia also hidden "cat greasy" in the data of the RTX 40 series: for example, the poster on RTX 4090 is 2-4 times faster than the RTX 3090 Ti, which is limited to high-level light tracking and DLSS 3.0. Only in the game can be reproduced. What's more, the 12G of the RTX 4080 is compared with the 16G version, not only the 4G memory, but the 16G version of the GPU core has 9728 CUDA cores, and the 12G version has only 7680 CUDA cores, shrinking by nearly 21%. From the previous positioning, the RTX 4080 12G is closer to the level of 4070 or 4060 TI, and Nvidia, this method of modifying the name, not only the positioning of the graphics card, but also the price of more than 2,000 yuan in the price.

By rising prices, Nvidia can get higher profits through hardware sales, but it also undoubtedly increases the cost threshold of the Yuan universe. It can be seen that in Huang Renxun's eyes, the priority of business is still slightly higher than the Yuan universe itself.

Omniverse Cloud use software definition to open the B -end market

In recent years, Nvidia has attracted much attention for its booming data center business. In this GTC conference, Nvidia also shows the "Portal RTX" game created based on its Yuan universe creation platform Omniverse. Further.

As we all know, Omniverse is a platform for simulation simulation and virtual cooperation launched by Nvidia in 2019 to assist users in cooperative work in the virtual world and build a digital twin world, such as car, manufacturing, and building design and manufacturing. It is liberated from the media and entertainment applications and moves towards the industrial fields of construction, manufacturing.

Earlier, Omniverse has begun to be adopted by some B -end users, especially providing 3D simulation, digital twin, artificial intelligence and other solutions for related enterprises related to the automotive industry chain. Integrate various back -end and front -end systems, and expand its technology stack to support data analysis and artificial intelligence, thereby simulating every link of automobile manufacturing business.

Omniverse marked Nvidia in addition to hardware chips, expanding a road defined by software and a Nuggets for the to B market. Huang Renxun once said: "The Yuan Universe is also known as the 3D Internet, which will be connected by USD (Universal Scene Description, General Scene Description), which will be connected to the virtual 3D world described and viewed through an analog engine. Omniveers in the cloud, we are, we Can connect teams around the world to jointly design, build and run the virtual world and digital twins. "

With the comprehensive arrival of the Yuan universe era, the combination of "Yuan Universe+Omniverse" has achieved Nvidi's important part of the industrial chain of the "Industrial Yuan Universe".

By launching the Omniverse Cloud cloud service, individuals and teams can use it to experience the design and collaboration of 3D workflow without any local computing power.

As the first batch of Omniverse Cloud, RIMAC uses Omniverse Cloud to build end -to -end automotive pipelines to run through the entire process from design to marketing. Mate Rimac, the founder and CEO of RIMAC, said: "Omniverse Cloud will also provide similar efficiency and flexibility to reduce the time spent on the complex 3D design pipeline, so that it can focus on car model design. The 3D car configuration experience avoids the work of manual rendering layer by layer, saving time and money cost, and bringing unlimited possibilities to customization. "

If the emergence of Omniverse marks that Nvidia uses the software platform to allow more B -end users and business to stay in its hard and hard ecosystem.

Then, the emergence of Omniverse Cloud is the concept of further strengthening software definition. With the help of the first software plus infrastructure, as a service product, more users can achieve cloud collaboration. At the same time You can have greater autonomy in the construction of your own cloud platform hardware specifications -while increasing the proportion of independent hardware, the market and developer advantages of consolidating your own structure.

From the perspective of the Sulu Yuan Universe Research Institute, for Nvidia, the "Yuan Universe" is obviously a wealth password that opens the market and grows revenue, but behind the business, we should see how to make the hardware computing power, and the hardware computing power, and the computing power of the hardware, with Algorithms, graphics and other technologies are integrated, and strong productivity is made.

"Yuan Universe" is synonymous with advanced technology. How to lead the progress of social productivity is a common topic in the industry. It is believed that the relevant layout of Nvidia will definitely become an important reference on the development of the industry on the path of "industrial element universe".

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