Nvidia's continuous efforts to advance its AI hardware leadership are evident, further expanding its lead over its nearest competitor in the GPU market. This innovation is expected to drive higher revenue through the sales of the premium-priced B200s, a sentiment echoed by Nvidia's share price increasing by 1%, in contrast to AMD's 5% decrease yesterday.
Another intriguing, perhaps even daunting, highlight was the presentation of nine robots alongside Jensen Huang on stage.
While Nvidia is not directly constructing these robots, it aims to equip them with the necessary 'brains' through its Generalist Robot 00 Technology, or GR00T.
Huang argued that AI could accelerate the next phase of robotics, enabling robots to learn and adapt in real-world settings beyond predefined instructions. Nvidia aspires to be the foundational platform for AI in robotics.
The prospect of living alongside robots, reminiscent of a Star Wars scenario, seems increasingly feasible. With rapid advancements in AI, driven by Nvidia's development of more powerful GPUs, we are entering an era filled with both exhilarating and frightening possibilities for our future.
Nvidia is currently hosting its GPU Technology Conference (GTC), attracting a record audience of 11,000 attendees. This turnout signals the rising prominence of both the company and artificial intelligence (AI).
Nvidia's CEO, Jensen Huang, made two significant announcements.
The first announcement introduced the Blackwell B200, a new, advanced GPU designed to meet the escalating demands of AI computing. This GPU is reported to be four times faster than its predecessor, the Hopper H100, and could potentially offer a 25-fold reduction in both cost and energy consumption.
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