23Mar
"C.E.O"MrJensen Huang delivered his keynote at Nvidia's annual GTC developers conference: gave the keynote afternoon speech, where he educate the world Concerning the state of the AI revolution.
Before we get into the key takeaways, let's revisit what’s changed since the launch of the Chinese DeepSeek model earlier this year.
Earlier this year, he said the theme of 2025 would be physical AI. This is where AI systems integrate with the physical world.
And Mr.Jensen has said in the past that physical AI will reshape $100 trillion worth of global industry.
Remember, the "breakthrough" from the "DeepSeek model", was the ability to enhance existing foundation (large language) models. And do so at a low cost.
This innovation slashed the barriers to AI model development. That means broader AI adoption and more AI consumption. With that, more AI models mean more inferencing.More inferencing means more data creation (by the models), which leads to more inferencing.
Two months ago, he said the general robotics "moment" was "just around the corner."
Physical AI is about robotsRealism.And ahead during the week's GTC event, Nvidia's head of research said "this is the year of humanoid robots" -- the hardware capabilities are rapidly improving, so are the foundation models (the AI brain), and the costs are coming down.
Mr.Jensen showed how the entire AI ecosystem is coming together, and Nvidia is involved in every part of it -- from the hardware that powers AI, to the software that makes it smarter and smarter, and the systems that will bring it to life in products like autonomous robots. That said, at this stage, AI advancement is being limited by computing capacity. We've seen it in Nvidia's quarterly earnings.
This is all a formula for more and more demand for computing capacity -- and that further cements Nvidia's leadership role in the technology revolution.
Mr.Jensen has equated this combination of robotics and AI ("general robotics") to the launch of ChatGPT, which he described as the defining moment that "crystallized" how Multiple language models would translate to a product and service.
With that, we head into this event with the S&P having hit official correction territory last week (-10.6% peak to trough in the S&P futures), and the Nasdaq having retraced back to this big trendline that represents the rise from the "ChatGPT moment."
We should get some optimism concerning the technology revolution for markets to digest this week. The future of AI isn’t just about making more chips. Eventually, the ultimate limit will be how much power you can deliver to these systems. Faster inferencing, means higher performance, which translates into more revenue. And revenue will be determined by your access to energy.
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