Nvidia projeta mercado de 200 bilhões de dólares para processador Vera
A Nvidia reportou receita de 81,62 bilhões de dólares no primeiro trimestre, superando as estimativas de analistas que apontavam 78,86 bilhões. A empresa também projetou receita de 91 bilhões de dólares para o segundo trimestre, valor bem acima da previsão de Wall Street de 86,84 bilhões. Os números reiteraram o domínio da companhia no setor de chips para inteligência artificial, mas o dado que realmente chamou atenção estava escondido na teleconferência com analistas.
Durante a chamada, o diretor executivo Jensen Huang revelou que o novo processador central Vera abre acesso a um mercado de 200 bilhões de dólares. Esse valor fica completamente fora da previsão de um trilhão de dólares que a empresa já projetou para sua linha de GPUs de inteligência artificial Blackwell e Rubin entre 2025 e 2027. Huang afirmou que espera que a receita do Vera alcance 20 bilhões de dólares até o final do ano fiscal. "Espero que seja o segundo maior" contribuidor de vendas, declarou o executivo.
O processador Vera representa uma segunda frente estratégica para a Nvidia. A companhia precisa dessa diversificação porque seus maiores clientes estão desenvolvendo chips personalizados próprios. Google, Amazon e Microsoft, que devem investir mais de 700 bilhões de dólares em infraestrutura de inteligência artificial neste ano, estão simultaneamente direcionando recursos para silício customizado destinado a executar modelos de IA. Intel e AMD também estão destacando processadores como uma alternativa viável para cargas de trabalho de inferência.
O cenário da indústria de chips mudou. A narrativa deixou de ser sobre quem consegue treinar o maior modelo e passou a focar em quem consegue atender as solicitações de forma mais barata e rápida. Inferência é justamente o ponto onde o domínio dos GPUs da Nvidia enfrenta maior vulnerabilidade. O treinamento de grandes modelos ainda permanece firmemente território da Nvidia, mas a inferência, que consiste em gerar respostas em grande escala e em tempo real, é cada vez mais o segmento onde chips personalizados como as unidades de processamento tensor do Google, os processadores Trainium da Amazon e outras alternativas estão ganhando espaço.
A resposta da Nvidia a essa mudança de cenário é o Vera. O chip foi desenvolvido em parte utilizando tecnologia da Groq, uma startup especializada em inferência que a Nvidia licenciou em um negócio avaliado em aproximadamente 17 bilhões de dólares. O plataforma completa Vera Rubin, que combina a CPU Vera com GPUs Rubin, está prevista para ser lançada ainda este ano.
Huang foi transparente sobre um problema existente: a oferta. 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