Motley Fool Money
Nvidia’s New Chips, with a Side of Valuation
Mar 19, 2025
Asit Sharma, a savvy investment analyst at Motley Fool, dives into the exciting developments unleashing from Nvidia’s latest chip announcements. He and his co-host discuss Nvidia's ambitious $1 trillion AI infrastructure vision and how competitors are stepping up with their own innovations. The pair also explore how AI is transforming healthcare, revolutionizing drug design. Plus, they tackle intriguing 'radar stocks' and emphasize the importance of customer service in investment choices.
33:19
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Quick takeaways
- NVIDIA's upcoming Vera Rubin GPU architecture is set to significantly enhance performance, doubling computational power and revolutionizing AI technology.
- Tech giants like Meta and Amazon are developing their own AI chips to reduce dependency on NVIDIA, highlighting intensified competition in the industry.
Deep dives
NVIDIA's New Vera Rubin GPU Architecture
NVIDIA announced its upcoming Vera Rubin GPU architecture, set to launch in late 2026, which is a significant enhancement over its previous Blackwell architecture. The Vera Rubin system includes a redesigned CPU known as New Grace, which promises double the performance of its predecessor. New features like NVLink scaling facilitate improved communication between GPUs, potentially doubling processing power, and the introduction of HBM4 memory enhances computational capabilities further. Overall, Vera Rubin represents a major advancement in GPU technology, with expectations of up to ten times the compute power of the earlier Blackwell platform.
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