

Nvidia Waves and Moats
Mar 19, 2024
NVIDIA's recent chip launch marked a cultural moment, transforming CEO Jensen Huang into an AI icon amidst enthusiastic crowds. The launch resonates with historical tech events, showcasing NVIDIA's role as a hardware-software powerhouse. The innovative Blackwell chip architecture promises improved performance, particularly for generative AI, while NVIDIA aims for seamless enterprise AI deployments in 2024 with new inference services. Lastly, the focus on creating a structured GPU-centric ecosystem highlights both the competitive landscape and the emerging challenges of software lock-in in the AI realm.
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NVIDIA's "AI Woodstock"
- NVIDIA's CEO, Jensen Huang, held a keynote in a stadium, drawing a massive crowd.
- This event, dubbed "AI Woodstock," rivaled even Apple's iPhone launches in scale.
From Diverse Applications to Focused Chips
- Past NVIDIA GTCs showcased diverse applications, from robots to metaverse tools.
- This year's GTC was laser-focused on the new Blackwell GPUs, reflecting the now-clear generative AI use case.
Blackwell's Size and Pricing Strategy
- Blackwell, NVIDIA's new GPU architecture, uses two fused dies, significantly increasing size and performance.
- Despite higher manufacturing costs, NVIDIA isn't proportionally increasing prices, possibly due to competition and customer concerns.