The Circuit Episode 110: NVIDIA's Identity Crisis
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Mar 24, 2025 The hosts share their lively experiences from the recent tech conference, likening it to a 'geek prom' filled with excitement. They express disappointment over NVIDIA's keynote, critiquing the lack of innovative AI demos and highlighting a frustrating identity crisis for the company. A discussion on the rising demand for Blackwell units reveals intense competition in the chip industry. They also touch on NVIDIA's crucial role in the evolving tech landscape, revealing challenges like labor shortages and the integration of robotics.
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GTC's Shift to AI
- GTC, ironically named the Graphics Technology Conference, now focuses on AI and robotics, not graphics.
- The event's massive scale, with roughly 25,000 attendees, overwhelmed San Jose's capacity.
Jay Goldberg's NVIDIA Week
- Jay Goldberg's emotional rollercoaster with NVIDIA started with a low-energy keynote, causing stock dips and peak NVIDIA concerns.
- His optimism revived after Jensen Huang's investor Q&A and the bustling GTC, only to turn disillusioned by repetitive AI demos.
GTC's Lack of Progress
- NVIDIA's hardware displays drew cult-like crowds at GTC, but the software demos, particularly in telecom and BioNemo, lacked novelty.
- Despite NVIDIA's AI hype, Goldberg felt the practical applications and advancements remained stagnant, raising questions about AI's true potential.