Eric Savitz’s Post

🌏 NVIDIA, despite being as the frontrunner of the current global AI chip battle, is still facing some challenges both internally and externally! ⚠️ TrendForce has listed 5 main factors which may potentially impact NVIDIA’s standing in the competition - along with its arch-rivals Intel and AMD, even their clients have potentially become their competitors? 💡 Dive deeper into the 5 factors compiled by TrendForce here: https://buff.ly/49HNjkF 🔗 #NVIDIA #Intel #AMD

🚀 Everyone is talking about NVIDIA these days 🚀 In this thought-provoking WIRED article, Jensen Huang, CEO of NVIDIA, delves into the transformative impact of hardware acceleration on our digital landscape. 🌐 🔍 Key Takeaways: #ai Revolution: NVIDIA’s GPUs are at the forefront of the AI revolution, powering everything from self-driving cars to medical diagnostics. 🤖 #datacenters: The exponential growth of data centers relies heavily on NVIDIA’s hardware for efficient processing. 💻 Edge Devices: From gaming consoles to edge devices, NVIDIA’s chips are shaping the future of computing. 🎮 👉 What are your thoughts on the role of NVIDIA’s hardware in our tech-driven world? https://lnkd.in/eAbxh6iY

There’s another company riding the artificial intelligence wave with faster growth than GPU manufacturer Nvidia: Supermicro. The company expects its total revenue to double in fiscal 2024 over fiscal 2023 and its AI revenue to grow even faster. Charles Liang founded Supermicro the same year as Nvidia, in 1993. They were headquartered within 10 miles of each other, which helped foster a 30-plus-year relationship wherein Supermicro’s motherboards and systems incorporated Nvidia chips, particularly its GPUs that have become the base on which much of today’s AI infrastructure is built. “So whatever Nvidia develops, we pretty much sync up with them,” CEO and President Liang said. “And that’s another reason why, whenever they have a new product out, we have a new product available quicker than our competitors do.” Read Liang’s interview with Joseph Kovar to learn more about the AI powerhouse.

This is a liveblog of NVIDIA's pre-#Computex 2024 keynote address by CEO Jensen Huang, focusing heavily on the company's shift towards #AI and #datacenter technology. Key points include: 1. Nvidia's increasing focus on AI, with 95% of the keynote expected to be about AI-related topics. 2. Discussion of Nvidia's tensor core hardware and its role in enabling the company's leadership in AI. 3. Introduction of Nvidia AI Modules (NIMs) https://lnkd.in/gpdfQCQi and Nvidia ACE, aimed at demonstrating AI use cases across various industries. 4. Unveiling of Nvidia Blackwell, https://lnkd.in/gtnTeDef a powerful AI chip/system with a 10TB/s interconnect, and a preview of the next-generation GPU architecture, Nvidia Rubin https://lnkd.in/gpnAYKQP. 5. Showcase of Nvidia's robotics plans, emphasizing the practicality of wheeled robots over humanoid designs. 6. The author is skeptical about the feasibility of #selfdrivingcars and concerns about the #energyconsumption of AI hardware. 7. Nvidia's apparent shift away from #consumergraphics and #gaming, with the author predicting that Nvidia may eventually stop producing GeForce graphics cards in favor of focusing on more profitable AI and data center products. The article suggests that while Nvidia's pivot to AI makes business sense, it leaves PC gamers feeling abandoned by the company they once supported.

NVIDIA CEO Jensen Huang is set to host the latest installment of his GPU Technology Conference (GTC) - almost 15 years after the first event took place. "Nvidia has been on a roller coaster ride since the start of the generative AI boom, as everyone from Sam Altman to Mark Zuckerberg has been scrambling to secure enough computing power for their AI models by buying up Nvidia's chips, known as GPUs. Last month, the company gave a sense of just how relentless demand has been after it announced $22.1 billion in revenue for its latest quarter. That's 265% more than it earned in the same quarter last year." At a market cap of $2.2 trillion, it's certainly generating the hype! AI's next phase? Tune in on Monday..... #AI #gtc24 #AIModels

In case you missed NVIDIA's 2024 #gtc24 #keynote event, here are the main takeaways: ●Unveiling of Blackwell: NVIDIA introduced the Blackwell platform, the latest version of its AI-powering technology, described as the "world's most powerful chip" that will power "a new era of computing." ●Blackwell's Capabilities: The Blackwell GPU boasts an inference capability that is "30 times Hopper," making it significantly more efficient. It can run a generative AI large language model consuming around 25 times less cost and energy as Hopper. ●GB200 Grace Blackwell Superchip: NVIDIA also unveiled the GB200 Grace Blackwell Superchip, which connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU, available on NVIDIA DGX™ Cloud. ●Partnerships: Many leading AI companies are set to use the Blackwell system, with Amazon, Microsoft, and Alphabet's Google among the partners set to use Blackwell. ●Omniverse and Apple's VisionPro: NVIDIA announced bringing Omniverse to Apple's VisionPro virtual reality headset, allowing developers to stream advanced 3D experiences to Apple Vision Pro.

NVIDIA has reached a significant milestone, becoming the most valuable company globally. Jensen Huang's vision of the future of computing, centered around AI and powered by NVIDIA's GPUs, has propelled the company to the very top. With a market cap exceeding $3.3 trillion, NVIDIA continues to lead the way in the AI ecosystem, showcasing resilience and dedication amidst challenges. The introduction of Hopper GPUs like H100 and H200 has revolutionized the landscape, paving the way for groundbreaking advancements. Looking ahead, the upcoming Blackwell GPU architecture and the anticipated Rubin GPUs in 2026 highlight NVIDIA's commitment to driving performance gains and shaping the future of AI. Jensen's recent keynote underscored Taiwan's pivotal role in NVIDIA's success, offering insights into the company's trajectory and the transformative impact of AI across various domains. #nvidia #techgiants #chips #aichips #chipmaker #ai #marketcap #technology #technologyleadership #technologynews #innovation

Intel introduced its Gaudi 3 AI accelerators, dramatically undercutting Nvidia’s GPUs by up to 50%. The Gaudi 3 accelerators provide comparable performance in AI training and inference workloads. Despite the competitive pricing, Intel faces challenges in convincing enterprises to shift from Nvidia's CUDA platform. #Gaudi #Accelerators #Nvidia

NVIDIA's earnings report last week showed that it surpassed Intel Corporation in annual revenue, mainly thanks to high demand for its data center GPUs driven by generative AI interest. It's a remarkable feat for a company that made most of its revenue from gaming GPUs for most of its 30-year history, so I decided to write an in-depth analysis about how we got here, from Nvidia's perspective and Intel's perspective. I conclude the article with a look at how Intel plans to fight back on multiple battlefields, including one where Nvidia is absent: manufacturing. #nvidia #intel #aicomputing #ai #semiconductorindustry

Since the #AI boom, the key drivers of Nvidia’s revenue have shifted significantly. Today, data center processors for analytics and #AI have quickly become Nvidia’s largest source of revenue, surpassing the company’s historical main business line of GPUs (graphic processing units). Given the surging demand for hardware that drives AI models, Nvidia’s revenues reached $22.1 billion in the last quarter—a 265% jump from the year before. This graphic breaks down Nvidia’s revenue by product line, based on Affinity data powered by Syntax.