I feel like I have a monster in my office now. It's Yeah, it's an absolute beast. The machine is huge and it's uh pumping a lot of air through it and I can't wait to use it.>> What are your uh first plans with this uh GB300 station. >> Definitely going to get the largest possible model running locally that I can Frontier level coding model running locally. That'd be really cool.After that, I'm going to start fine-tuning smaller models. >> Over 700 GB of coherent memory. It's going to be pretty exciting.And ...

Welcome to GTC. GTC. We're going to talk about technology. We're going to talk about platforms.Nvidia has three platforms. You think that we mostly talk about one of them. It's related to CUDA X.Our systems is another platform and now we have a new platform called AI factories. We're going to talk about all of them. And most importantly, we're going to talk about ecosystems.About 10 years ago, we thought that AI would revolutionize computer graphics. Just as GeForce brought AI to the world, AI is now going ...

Joining us now is Patrick Morehead. More insights and strategies. Uh Patrick Morhead along with Dylan Patel, a founder, CEO, and chief analyst at research firm Semi analysis.Both are in San Jose. Just came from Hang's keynote. Um guys, great to see you both.Thanks for joining us. I want to get your take. Um Dylan, I'll start off with you on that $1 trillion forecast, which at first blush seems enormous, but then when you back away and think that the forecast through 2026 was $500 billion, doesn't seem that ...

Core Insights - The discussion revolves around a $1 trillion forecast for AI, which, while initially appearing significant, is compared to a previous forecast of $500 billion through 2026, suggesting a more tempered view on growth expectations [2][3] - The conversation highlights the shift in focus from major hyperscalers to a broader ecosystem of companies investing in AI, indicating a growing market beyond just a few key players [4][5] Group 1: Market Dynamics - The AI market is seeing increased investment from a diverse range of companies, not just the five major hyperscalers, which is crucial for long-term growth and ROI [4][6] - Nvidia has secured over 60% of the market capacity through long-term contracts, positioning itself strongly against competitors [11] - The company is negotiating over $250 billion in contracts for wafers, memory, and other components, which could limit supply for startups and smaller firms [11] Group 2: Competitive Landscape - Nvidia is developing various chip architectures and has made strategic acquisitions to enhance its competitive edge in the AI space [10][12] - The company is focused on creating a comprehensive supply chain that connects silicon manufacturers to end customers, ensuring scalability in production [13][14] - Even if competitors develop superior chips, they may struggle to secure the necessary supply, as Nvidia is setting up to manufacture tens of millions of AI chips [12][14] Group 3: Technological Integration - The integration of different chip types and software solutions is essential for optimizing performance and usability across AI applications [8] - Nvidia's approach includes the development of software like Dynamo inference to streamline operations across various hardware [8]

Jensen just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere https://t.co/R06Cbrngly ...

Group 1 - Nvidia's CEO Jensen Huang projected $1 trillion in orders for the company's Blackwell and Vera Rubin chips, indicating a strong growth in the AI sector [1][2] - Last year, Nvidia reported approximately $500 billion in demand for its Blackwell and upcoming Rubin chips through 2026, highlighting significant revenue potential [2] - The Rubin chip architecture, announced in 2024, is expected to outperform the Blackwell architecture, operating 3.5 times faster on model-training tasks and 5 times faster on inference tasks, achieving up to 50 petaflops [2]

Core Insights - Nvidia CEO Jensen Huang emphasizes that the company is more than just an AI chipmaker, highlighting its growth potential and ongoing innovations [1][6][8] Group 1: Financial Projections - The next-generation Vera Rubin platform, along with its predecessor Blackwell, is projected to generate $1 trillion in revenues through 2027, a significant increase from the previously estimated $500 billion through the end of 2026 [3][6] - Nvidia's stock has seen a rise of nearly 2% following Huang's keynote address, despite a challenging start to the year [8] Group 2: Product Innovations - Huang introduced the Feynman platform, expected to launch in 2028, which will feature a powerful new chip named "Rosa" [4] - The company is also releasing new coding libraries and an open agent framework called NemoClaw, aimed at expanding its influence beyond hardware [5] Group 3: Market Position and Demand - Huang stated that demand for Nvidia's latest offerings is "off the charts," with every major player in the AI space utilizing its technology [6][7] - Nvidia is positioned as a comprehensive computing platform that supports all domains of AI, reinforcing its leadership in the industry [7][8]

🎥 A quick hello from our Director of Enablement, Jainarine (Kevin) Kissoon ✌🏾 — welcoming you to our booth at #NVIDIAGTC! We’re gearing up for an afternoon of sharp insights and great booth demos. Come ready to swap ideas, meet the builders behind real AI outcomes, and see how data intelligence turns pipelines into results. 🤝 Planning your week? Book time with our team: bit.ly/4uc55aT See you soon at the AI Data Summit later today! 🙌 #NVIDIAGTC ...

Key TakeawaysGlobal markets rallied as President Trump stated the war with Iran would be "wrapped up soon," leading to a 1% rise in the S&P 500 and a significant drop in oil prices.Nvidia (NVDA) secured major expansions in its self-driving and enterprise AI businesses, adding partners like Hyundai, BYD, and Lenovo.The Walt Disney Co. (DIS) announced a sweeping leadership overhaul, consolidating streaming, film, television, and games under Dana Walden.Geopolitical tensions showed signs of shifting as the US ...

美光科技生产与英伟达Vera Rubin相关的HBM4。 ...