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JKGan
JKGan
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2021-11-28
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2021-06-22
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2021-06-21
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Why did Cloudflare and CrowdStrike stocks soar on Thursday?<blockquote>为什么Cloudflare和CrowdStrike的股票周四飙升?</blockquote>
Downtime incident stimulated the cybersecurity sector to rise on Thursday.Cloudflare stock rose more
Why did Cloudflare and CrowdStrike stocks soar on Thursday?<blockquote>为什么Cloudflare和CrowdStrike的股票周四飙升?</blockquote>
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JKGan
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2021-06-20
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1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛弃AMD并购买NVIDIA的1大理由</blockquote>
The graphics specialist enjoys a huge advantage over its smaller rival in an important market.
1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛弃AMD并购买NVIDIA的1大理由</blockquote>
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2021-06-19
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2021-06-19
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2021-06-18
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2021-06-18
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2021-06-14
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2021-06-13
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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623995103,"share":"https://www.laohu8.com/m/news/1114024445?lang=zh_CN&edition=full","pubTime":"2021-06-18 13:45","market":"us","language":"en","title":"Why did Cloudflare and CrowdStrike stocks soar on Thursday?<blockquote>为什么Cloudflare和CrowdStrike的股票周四飙升?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114024445","media":"Tiger Newspress","summary":"Downtime incident stimulated the cybersecurity sector to rise on Thursday.Cloudflare stock rose more","content":"<p>Downtime incident stimulated the cybersecurity sector to rise on Thursday.Cloudflare stock rose more than 6% to a new high and CrowdStrike stock rose more than 3% close to previous historical highs.</p><p><blockquote>宕机事件刺激网络安全板块周四上涨。Cloudflare股价涨超6%创新高,CrowdStrike股价涨超3%接近此前历史高点。</blockquote></p><p> A plethora of websites operated by financial institutions, governments and airlines including Hong Kong Exchanges & Clearing Ltd. and Australia’s central bank went down briefly Thursday in the second global internetoutagein as many weeks.</p><p><blockquote>周四,包括香港交易及结算所有限公司和澳大利亚央行在内的金融机构、政府和航空公司运营的大量网站短暂关闭,这是几周内的第二次全球互联网宕机。</blockquote></p><p> Some of the outages, including those that affected Commonwealth Bank of Australia,Westpac Banking Corp. and Australia & New Zealand Banking Group Ltd., were linked to a failure at Akamai Technologies Inc., which helps clients manage web services, people familiar with the matter said, asking not to be identified discussing internal affairs. The Reserve Bank of Australia was forced to cancel a scheduled bond-buying operation Thursday, blaming“technical difficulties.” The central bank said it had adopted workarounds and its website was now back up and running.</p><p><blockquote>知情人士表示,一些中断,包括影响澳大利亚联邦银行、西太平洋银行和澳大利亚新西兰银行集团有限公司的中断,与Akamai Technologies Inc.的故障有关,该公司帮助客户管理网络服务。澳大利亚央行周四被迫取消了原定的债券购买操作,原因是“技术困难”。央行表示,已采取变通办法,其网站现已恢复运行。</blockquote></p><p> The widespread downtime recalled an hour-long global outage earlier this month, triggered by a software failure at content delivery platform Fastly Inc. The resultant cascading failures, which affected services from Amazon.com Inc. to Shopify Inc. and Stripe Inc., served as a stark reminder of how exposed the world’s biggest websites are to the impact of disruptions ranging from simple human error to coordinated cyberattack.</p><p><blockquote>这次大范围的停机让人想起本月早些时候由内容交付平台Fastly Inc.的软件故障引发的长达一小时的全球停电。由此产生的级联故障影响了亚马逊的服务。com Inc.到Shopify Inc.和Stripe Inc.,这清楚地提醒人们,世界上最大的网站是多么容易受到从简单的人为错误到协调一致的网络攻击的影响。</blockquote></p><p> Akamai said in a statement it was aware of the issue and “actively working to restore services as soon as possible.” Website tracker Downdetector.com initially flagged hundreds of user complaints about outages affecting Southwest Airlines Co.,Delta Air Lines Inc. and Automatic Data Processing Inc.Other websites pinpointed included those operated by Vanguard,E-Trade and Navy Federal Credit Union.</p><p><blockquote>Akamai在一份声明中表示,它意识到了这个问题,并“积极努力尽快恢复服务”。网站跟踪器Downdetector.com最初标记了数百起用户关于影响西南航空公司、达美航空公司和自动数据处理公司的停电投诉。其他被点名的网站包括Vanguard、E-Trade和海军联邦信用合作社运营的网站。</blockquote></p><p> Many of the websites affected on Thursday recovered within the hour, some after rerouting to other providers. Companies including Hong Kong’s exchange and Southwest said they were investigating the incident, without elaborating. “The pause in connectivity did not impact our operation,” Southwest said in an emailed response to questions.</p><p><blockquote>周四受影响的许多网站在一小时内恢复,有些网站在重定向到其他提供商后。包括香港交易所和西南航空在内的公司表示,他们正在调查这一事件,但没有详细说明。西南航空在回答问题的电子邮件中表示:“连接暂停并没有影响我们的运营。”</blockquote></p><p> It was unclear what triggered the incidents Thursday. In Fastly’s case, a valid software configuration change by one of its customers triggered a previously undiscovered bug, introduced during a May 12 software deployment. Fastly quickly identified an issue with its content delivery network and announced it was rolling out a fix just 46 minutes after acknowledging a problem. Sites began to spring back to life soon afterward.</p><p><blockquote>目前还不清楚是什么引发了周四的事件。在Fastly的案例中,其一位客户的有效软件配置更改引发了一个以前未发现的错误,该错误是在5月12日的软件部署期间引入的。Fastly很快发现了其内容交付网络的问题,并在承认问题仅46分钟后就宣布推出修复程序。不久之后,网站开始恢复生机。</blockquote></p><p> Akamai is one of a number of high-level website and application hosting services that large enterprises use to serve content to millions of users simultaneously.</p><p><blockquote>Akamai是大型企业用来同时向数百万用户提供内容的众多高级网站和应用程序托管服务之一。</blockquote></p><p> Rather than hosting all website content on a single set of servers in one location, Fastly’s so-called “edge computing” model puts servers in dozens of locations, allowing websites to serve pages to users from physical locations closest to them. This cuts lag time, speeding up page-loading and spreading the burden on individual servers.</p><p><blockquote>Fastly所谓的“边缘计算”模式不是将所有网站内容托管在一个位置的一组服务器上,而是将服务器放在几十个位置,允许网站从离用户最近的物理位置向用户提供页面。这减少了延迟时间,加快了页面加载速度,并分散了各个服务器的负担。</blockquote></p><p> These vast and complex setups are run by just a few companies, such as Fastly and Cloudflare Inc.The global edge computing market was valued at $4.68 billion in 2020 and is expected to expand at a compound annual growth rate of 38.4% from 2021 to 2028, according to a recent analysis by Grand View Research.</p><p><blockquote>这些庞大而复杂的设置仅由少数公司运营,例如Fastly和Cloudflare Inc.。根据Grand View Research最近的分析,2020年全球边缘计算市场价值为46.8亿美元,预计从2021年到2028年将以38.4%的复合年增长率扩张。</blockquote></p><p> While these setups usually work perfectly, their complexity means that even a simple error in a configuration file can trigger chain reactions of outages. For users, most of whom rarely need to think about how the internet works, that can come as a shock.</p><p><blockquote>虽然这些设置通常工作得很好,但它们的复杂性意味着即使是配置文件中的一个简单错误也可能引发停机的连锁反应。对于大多数用户来说,这可能会令人震惊,因为他们很少需要考虑互联网是如何工作的。</blockquote></p><p></p>","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>Why did Cloudflare and CrowdStrike stocks soar on Thursday?<blockquote>为什么Cloudflare和CrowdStrike的股票周四飙升?</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\">\nWhy did Cloudflare and CrowdStrike stocks soar on Thursday?<blockquote>为什么Cloudflare和CrowdStrike的股票周四飙升?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-18 13:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Downtime incident stimulated the cybersecurity sector to rise on Thursday.Cloudflare stock rose more than 6% to a new high and CrowdStrike stock rose more than 3% close to previous historical highs.</p><p><blockquote>宕机事件刺激网络安全板块周四上涨。Cloudflare股价涨超6%创新高,CrowdStrike股价涨超3%接近此前历史高点。</blockquote></p><p> A plethora of websites operated by financial institutions, governments and airlines including Hong Kong Exchanges & Clearing Ltd. and Australia’s central bank went down briefly Thursday in the second global internetoutagein as many weeks.</p><p><blockquote>周四,包括香港交易及结算所有限公司和澳大利亚央行在内的金融机构、政府和航空公司运营的大量网站短暂关闭,这是几周内的第二次全球互联网宕机。</blockquote></p><p> Some of the outages, including those that affected Commonwealth Bank of Australia,Westpac Banking Corp. and Australia & New Zealand Banking Group Ltd., were linked to a failure at Akamai Technologies Inc., which helps clients manage web services, people familiar with the matter said, asking not to be identified discussing internal affairs. The Reserve Bank of Australia was forced to cancel a scheduled bond-buying operation Thursday, blaming“technical difficulties.” The central bank said it had adopted workarounds and its website was now back up and running.</p><p><blockquote>知情人士表示,一些中断,包括影响澳大利亚联邦银行、西太平洋银行和澳大利亚新西兰银行集团有限公司的中断,与Akamai Technologies Inc.的故障有关,该公司帮助客户管理网络服务。澳大利亚央行周四被迫取消了原定的债券购买操作,原因是“技术困难”。央行表示,已采取变通办法,其网站现已恢复运行。</blockquote></p><p> The widespread downtime recalled an hour-long global outage earlier this month, triggered by a software failure at content delivery platform Fastly Inc. The resultant cascading failures, which affected services from Amazon.com Inc. to Shopify Inc. and Stripe Inc., served as a stark reminder of how exposed the world’s biggest websites are to the impact of disruptions ranging from simple human error to coordinated cyberattack.</p><p><blockquote>这次大范围的停机让人想起本月早些时候由内容交付平台Fastly Inc.的软件故障引发的长达一小时的全球停电。由此产生的级联故障影响了亚马逊的服务。com Inc.到Shopify Inc.和Stripe Inc.,这清楚地提醒人们,世界上最大的网站是多么容易受到从简单的人为错误到协调一致的网络攻击的影响。</blockquote></p><p> Akamai said in a statement it was aware of the issue and “actively working to restore services as soon as possible.” Website tracker Downdetector.com initially flagged hundreds of user complaints about outages affecting Southwest Airlines Co.,Delta Air Lines Inc. and Automatic Data Processing Inc.Other websites pinpointed included those operated by Vanguard,E-Trade and Navy Federal Credit Union.</p><p><blockquote>Akamai在一份声明中表示,它意识到了这个问题,并“积极努力尽快恢复服务”。网站跟踪器Downdetector.com最初标记了数百起用户关于影响西南航空公司、达美航空公司和自动数据处理公司的停电投诉。其他被点名的网站包括Vanguard、E-Trade和海军联邦信用合作社运营的网站。</blockquote></p><p> Many of the websites affected on Thursday recovered within the hour, some after rerouting to other providers. Companies including Hong Kong’s exchange and Southwest said they were investigating the incident, without elaborating. “The pause in connectivity did not impact our operation,” Southwest said in an emailed response to questions.</p><p><blockquote>周四受影响的许多网站在一小时内恢复,有些网站在重定向到其他提供商后。包括香港交易所和西南航空在内的公司表示,他们正在调查这一事件,但没有详细说明。西南航空在回答问题的电子邮件中表示:“连接暂停并没有影响我们的运营。”</blockquote></p><p> It was unclear what triggered the incidents Thursday. In Fastly’s case, a valid software configuration change by one of its customers triggered a previously undiscovered bug, introduced during a May 12 software deployment. Fastly quickly identified an issue with its content delivery network and announced it was rolling out a fix just 46 minutes after acknowledging a problem. Sites began to spring back to life soon afterward.</p><p><blockquote>目前还不清楚是什么引发了周四的事件。在Fastly的案例中,其一位客户的有效软件配置更改引发了一个以前未发现的错误,该错误是在5月12日的软件部署期间引入的。Fastly很快发现了其内容交付网络的问题,并在承认问题仅46分钟后就宣布推出修复程序。不久之后,网站开始恢复生机。</blockquote></p><p> Akamai is one of a number of high-level website and application hosting services that large enterprises use to serve content to millions of users simultaneously.</p><p><blockquote>Akamai是大型企业用来同时向数百万用户提供内容的众多高级网站和应用程序托管服务之一。</blockquote></p><p> Rather than hosting all website content on a single set of servers in one location, Fastly’s so-called “edge computing” model puts servers in dozens of locations, allowing websites to serve pages to users from physical locations closest to them. This cuts lag time, speeding up page-loading and spreading the burden on individual servers.</p><p><blockquote>Fastly所谓的“边缘计算”模式不是将所有网站内容托管在一个位置的一组服务器上,而是将服务器放在几十个位置,允许网站从离用户最近的物理位置向用户提供页面。这减少了延迟时间,加快了页面加载速度,并分散了各个服务器的负担。</blockquote></p><p> These vast and complex setups are run by just a few companies, such as Fastly and Cloudflare Inc.The global edge computing market was valued at $4.68 billion in 2020 and is expected to expand at a compound annual growth rate of 38.4% from 2021 to 2028, according to a recent analysis by Grand View Research.</p><p><blockquote>这些庞大而复杂的设置仅由少数公司运营,例如Fastly和Cloudflare Inc.。根据Grand View Research最近的分析,2020年全球边缘计算市场价值为46.8亿美元,预计从2021年到2028年将以38.4%的复合年增长率扩张。</blockquote></p><p> While these setups usually work perfectly, their complexity means that even a simple error in a configuration file can trigger chain reactions of outages. For users, most of whom rarely need to think about how the internet works, that can come as a shock.</p><p><blockquote>虽然这些设置通常工作得很好,但它们的复杂性意味着即使是配置文件中的一个简单错误也可能引发停机的连锁反应。对于大多数用户来说,这可能会令人震惊,因为他们很少需要考虑互联网是如何工作的。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","NET":"Cloudflare, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114024445","content_text":"Downtime incident stimulated the cybersecurity sector to rise on Thursday.Cloudflare stock rose more than 6% to a new high and CrowdStrike stock rose more than 3% close to previous historical highs.\nA plethora of websites operated by financial institutions, governments and airlines including Hong Kong Exchanges & Clearing Ltd. and Australia’s central bank went down briefly Thursday in the second global internetoutagein as many weeks.\nSome of the outages, including those that affected Commonwealth Bank of Australia,Westpac Banking Corp. and Australia & New Zealand Banking Group Ltd., were linked to a failure at Akamai Technologies Inc., which helps clients manage web services, people familiar with the matter said, asking not to be identified discussing internal affairs. The Reserve Bank of Australia was forced to cancel a scheduled bond-buying operation Thursday, blaming“technical difficulties.” The central bank said it had adopted workarounds and its website was now back up and running.\nThe widespread downtime recalled an hour-long global outage earlier this month, triggered by a software failure at content delivery platform Fastly Inc. The resultant cascading failures, which affected services from Amazon.com Inc. to Shopify Inc. and Stripe Inc., served as a stark reminder of how exposed the world’s biggest websites are to the impact of disruptions ranging from simple human error to coordinated cyberattack.\nAkamai said in a statement it was aware of the issue and “actively working to restore services as soon as possible.” Website tracker Downdetector.com initially flagged hundreds of user complaints about outages affecting Southwest Airlines Co.,Delta Air Lines Inc. and Automatic Data Processing Inc.Other websites pinpointed included those operated by Vanguard,E-Trade and Navy Federal Credit Union.\nMany of the websites affected on Thursday recovered within the hour, some after rerouting to other providers. Companies including Hong Kong’s exchange and Southwest said they were investigating the incident, without elaborating. “The pause in connectivity did not impact our operation,” Southwest said in an emailed response to questions.\nIt was unclear what triggered the incidents Thursday. In Fastly’s case, a valid software configuration change by one of its customers triggered a previously undiscovered bug, introduced during a May 12 software deployment. Fastly quickly identified an issue with its content delivery network and announced it was rolling out a fix just 46 minutes after acknowledging a problem. Sites began to spring back to life soon afterward.\nAkamai is one of a number of high-level website and application hosting services that large enterprises use to serve content to millions of users simultaneously.\nRather than hosting all website content on a single set of servers in one location, Fastly’s so-called “edge computing” model puts servers in dozens of locations, allowing websites to serve pages to users from physical locations closest to them. This cuts lag time, speeding up page-loading and spreading the burden on individual servers.\nThese vast and complex setups are run by just a few companies, such as Fastly and Cloudflare Inc.The global edge computing market was valued at $4.68 billion in 2020 and is expected to expand at a compound annual growth rate of 38.4% from 2021 to 2028, according to a recent analysis by Grand View Research.\nWhile these setups usually work perfectly, their complexity means that even a simple error in a configuration file can trigger chain reactions of outages. For users, most of whom rarely need to think about how the internet works, that can come as a shock.","news_type":1,"symbols_score_info":{"NET":0.9,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164338480,"gmtCreate":1624170558740,"gmtModify":1634009831245,"author":{"id":"3577494759333904","authorId":"3577494759333904","name":"JKGan","avatar":"https://static.tigerbbs.com/918b0f86622cedc2f23e00ebe3ce6924","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577494759333904","idStr":"3577494759333904"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/164338480","repostId":"1197160756","repostType":4,"repost":{"id":"1197160756","kind":"news","pubTimestamp":1623980251,"share":"https://www.laohu8.com/m/news/1197160756?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛弃AMD并购买NVIDIA的1大理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b> (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of <b>Advanced Micro Devices</b>(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>(纳斯达克:NVDA)一直在独立图形处理单元(GPU)市场上占据主导地位,尽管<b>先进微设备公司</b>(纳斯达克:AMD)在这个利润丰厚的领域获得份额。根据Jon Peddie Research提供的最新市场份额数据,NVIDIA没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对NVIDIA来说是个好兆头,并使其成为比主要竞争对手AMD更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA再次在显卡上树立权威</b></blockquote></p><p> NVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场,而AMD则控制了其余部分。该公司令人印象深刻的势头已经蔓延到2021年,在第一季度占据了81%的市场份额。与去年同期75%的市场份额相比,这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面,AMD又失去了一个季度的市场份额。自英伟达在2020年底推出RTX 30系列卡以来,该公司一直在输给英伟达。在RTX 30系列卡到来之前,AMD正处于复兴模式——一年前,它的Navi GPU对NVIDIA的显卡霸主地位产生了很大的影响。但现在已经不是这样了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA再次在显卡上树立权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p><p><blockquote>截至2020年,Nvidia控制了82%的独立显卡市场,而AMD则控制了其余市场。该公司令人印象深刻的势头已经蔓延到2021年,在第一季度占据了81%的市场份额。与去年同期75%的市场份额相比,这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面,AMD又失去了一个季度的市场份额。自英伟达于2020年底推出TX 30系列卡以来,该公司一直在输给英伟达。在RTX 30系列卡到来之前,AMD正处于复兴模式——一年前,它的Navi GPU正在成为英伟达显卡霸主的一个很好的牙本质。但现在已经不是这样了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research估计,独立GPU出货量同比猛增24.4%。由于巨大的需求和供应短缺引发的平均售价(ASP)上涨,该市场在第一季度创造了125亿美元的收入,比去年同期增长了370%。英伟达巨大的市场份额意味着它从这一飙升中受益匪浅,这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>英伟达2022财年第一季度的游戏收入同比增长了一倍多,达到27.6亿美元。AMD的计算与显卡分部,其中还包括其锐龙台式机与笔记本电脑处理器的销售额,在Q1同比增长相对较慢,为46%,至21亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research估计,到2025年,独立GPU市场价值可能达到540亿美元,而去年为236亿美元。英伟达的主导地位应该使其能够在未来垄断很大一部分蛋糕,特别是考虑到其加强地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在努力对抗NVIDIA,上个季度确实取得了一些进展,市场份额环比增长了一个百分点。然而,AMD现在正寻求通过一项新技术FidelityFX超分辨率(FSR)来提高其竞争力。这将与英伟达的深度学习超级采样(DLSS)图像升级技术竞争,该技术有助于游戏看起来更好,运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称,其新技术可以帮助游戏在超质量设置下以59%的帧率运行。该芯片制造商还声称,使用性能设置,FSR可以将某些游戏的游戏性能提高2.5倍。此外,AMD表示,由于其开源性质,FSR支持广泛的硬件,包括100多种处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.</p><p><blockquote>FSR将于6月22日推出,它可能会给AMD在GPU市场带来很好的推动。然而,只有时间才能证明这项新技术是否会转化为AMD的销售额,因为其竞争对手的DLSS技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而,值得注意的是,英伟达正试图通过新产品的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU,售价分别为1199美元和599美元。NVIDIA给了旧显卡的用户一个升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍,而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出,英伟达也在加强其在笔记本电脑市场的游戏。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号,价格范围很广。这使得英伟达在快速增长的游戏笔记本电脑市场中占据了稳固的地位,预计到2027年,该市场的收入将达到156亿美元,而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.</p><p><blockquote>所有这些都表明,英伟达的游戏业务可能会在未来很长一段时间内保持其惊人的增长水平,特别是考虑到大量游戏玩家尚未升级到其最新的卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时,AMD游戏业务的增长远不及英伟达,鉴于后者在该领域的霸主地位,这种情况不太可能改变。这就是为什么希望利用蓬勃发展的独立显卡市场并在其投资组合中添加顶级增长股票的投资者应该选择英伟达。游戏是其最大的收入来源,这项业务可能会在很长一段时间内保持火热。</blockquote></p><p></p>","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>1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛弃AMD并购买NVIDIA的1大理由</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛弃AMD并购买NVIDIA的1大理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-18 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>NVIDIA</b> (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of <b>Advanced Micro Devices</b>(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>(纳斯达克:NVDA)一直在独立图形处理单元(GPU)市场上占据主导地位,尽管<b>先进微设备公司</b>(纳斯达克:AMD)在这个利润丰厚的领域获得份额。根据Jon Peddie Research提供的最新市场份额数据,NVIDIA没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对NVIDIA来说是个好兆头,并使其成为比主要竞争对手AMD更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA再次在显卡上树立权威</b></blockquote></p><p> NVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场,而AMD则控制了其余部分。该公司令人印象深刻的势头已经蔓延到2021年,在第一季度占据了81%的市场份额。与去年同期75%的市场份额相比,这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面,AMD又失去了一个季度的市场份额。自英伟达在2020年底推出RTX 30系列卡以来,该公司一直在输给英伟达。在RTX 30系列卡到来之前,AMD正处于复兴模式——一年前,它的Navi GPU对NVIDIA的显卡霸主地位产生了很大的影响。但现在已经不是这样了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA再次在显卡上树立权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p><p><blockquote>截至2020年,Nvidia控制了82%的独立显卡市场,而AMD则控制了其余市场。该公司令人印象深刻的势头已经蔓延到2021年,在第一季度占据了81%的市场份额。与去年同期75%的市场份额相比,这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面,AMD又失去了一个季度的市场份额。自英伟达于2020年底推出TX 30系列卡以来,该公司一直在输给英伟达。在RTX 30系列卡到来之前,AMD正处于复兴模式——一年前,它的Navi GPU正在成为英伟达显卡霸主的一个很好的牙本质。但现在已经不是这样了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research估计,独立GPU出货量同比猛增24.4%。由于巨大的需求和供应短缺引发的平均售价(ASP)上涨,该市场在第一季度创造了125亿美元的收入,比去年同期增长了370%。英伟达巨大的市场份额意味着它从这一飙升中受益匪浅,这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>英伟达2022财年第一季度的游戏收入同比增长了一倍多,达到27.6亿美元。AMD的计算与显卡分部,其中还包括其锐龙台式机与笔记本电脑处理器的销售额,在Q1同比增长相对较慢,为46%,至21亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research估计,到2025年,独立GPU市场价值可能达到540亿美元,而去年为236亿美元。英伟达的主导地位应该使其能够在未来垄断很大一部分蛋糕,特别是考虑到其加强地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在努力对抗NVIDIA,上个季度确实取得了一些进展,市场份额环比增长了一个百分点。然而,AMD现在正寻求通过一项新技术FidelityFX超分辨率(FSR)来提高其竞争力。这将与英伟达的深度学习超级采样(DLSS)图像升级技术竞争,该技术有助于游戏看起来更好,运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称,其新技术可以帮助游戏在超质量设置下以59%的帧率运行。该芯片制造商还声称,使用性能设置,FSR可以将某些游戏的游戏性能提高2.5倍。此外,AMD表示,由于其开源性质,FSR支持广泛的硬件,包括100多种处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.</p><p><blockquote>FSR将于6月22日推出,它可能会给AMD在GPU市场带来很好的推动。然而,只有时间才能证明这项新技术是否会转化为AMD的销售额,因为其竞争对手的DLSS技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而,值得注意的是,英伟达正试图通过新产品的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU,售价分别为1199美元和599美元。NVIDIA给了旧显卡的用户一个升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍,而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出,英伟达也在加强其在笔记本电脑市场的游戏。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号,价格范围很广。这使得英伟达在快速增长的游戏笔记本电脑市场中占据了稳固的地位,预计到2027年,该市场的收入将达到156亿美元,而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.</p><p><blockquote>所有这些都表明,英伟达的游戏业务可能会在未来很长一段时间内保持其惊人的增长水平,特别是考虑到大量游戏玩家尚未升级到其最新的卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时,AMD游戏业务的增长远不及英伟达,鉴于后者在该领域的霸主地位,这种情况不太可能改变。这就是为什么希望利用蓬勃发展的独立显卡市场并在其投资组合中添加顶级增长股票的投资者应该选择英伟达。游戏是其最大的收入来源,这项业务可能会在很长一段时间内保持火热。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. 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