Reforçando seu protagonismo no mercado de inteligência artificial (IA), a Nvidia anunciou finalmente a data de sua conferência anual de desenvolvedores, que trará uma prévia de seus novos produtos de IA. Conforme divulgado pela Reuters, Jensen Huang, CEO da empresa, apresentará o já famoso novo chip da companhia na segunda-feira (18), no Vale do Silício.
O que você precisa saber:
- Esta será a primeira conferência anual presencial para desenvolvedores desde a pandemia;
- O evento espera receber 16 mil pessoas, quase o dobro do número que compareceu ao show de 2019;
- Analistas já preveem uma significativa movimentação nas ações da companhia — ela está a US$ 400 bilhões de alcançar a Apple como a segunda empresa mais valiosa de Wall Street, que está atrás apenas da líder Microsoft;
- A Nvidia deve apresentar durante o evento sua próxima geração de processadores IA de ponta, os B100, e seu novo chip focado na tecnologia, H200, que começará a ser comercializado ainda este ano.
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Além dos processadores, a Nvidia provavelmente também revelará a atualização de software CUDA, que fornece ferramentas para os desenvolvedores executarem seus programas de IA em seus chips.
O produto estratégico ajuda a manter desenvolvedores vinculados aos chips da Nvidia, já que torna mais difícil a mudança para componentes rivais como da AMD e chips internos oferecidos pela Microsoft e Alphabet.
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Ainda conforme a Reuters, é improvável que a Nvidia forneça preços específicos, mas o B100 possivelmente custará bem mais do que seu antecessor, vendido por mais de US$ 20.000 (quase R$ 100 mil).
Em ascensão meteórica, as ações da Nvidia já subiram 84% apenas em 2024, segundo dados do LSEG. Apesar do sucesso, analistas também se preocupam por quanto tempo a big tech conseguirá manter os números, dada grandiosidade — a demanda da empresa, por exemplo, já está ultrapassando a oferta.
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Stacy Rasgon, analista da Bernstein, à Reuters.
Vale lembrar que a Nvidia também tem preparado versões especiais de chips para a China, uma forma de contornar as restrições de exportação impostas pelos EUA.
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