Sam Korus, Nick Grous, and Frank Downing discuss NVIDIA's new AI products and gaming industry shifts. They touch on gaming's 'YouTube moment', user-generated content monetization, revenue comparison between YouTube and Hollywood in gaming, and the evolution of gaming subscriptions.
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Quick takeaways
NVIDIA introduces Blackwell architecture for AI, enhancing language models with improved training and inference.
Gaming industry sees a shift towards User-Generated Content games, resembling the YouTube model for diverse experiences and brand collaborations.
Deep dives
Nvidia's Next-Generation Architecture: Blackwell and NIMS
Nvidia announced Blackwell, their next-generation architecture for accelerators, which greatly improves training and inference for large language models like GPT-4. The Blackwell architecture is designed for AI use cases by adding more transistors, using lower precision arithmetic, and fusing two chips together. Additionally, Nvidia introduced NIMS, Nvidia Inference Microservices, as prepackaged models for easy deployment on Nvidia infrastructure, aiming at developers building on their hardware.
Epic Games' Partnership with Lego and UGC Trend in Gaming
Epic Games' collaboration with Lego marks a shift in IP rights treatment within gaming, enabling individual creators in Fortnite to access Lego IP and share revenue through Fortnite's UGC. This initiative is part of Epic's Creator Economy 2.0 to support creators monetarily and attract brands to the ecosystem. The move towards User-Generated Content (UGC) games like Fortnite and Roblox signifies a personalized gaming trend, allowing diverse game creation and brand integration for a wider audience.
Implications of UGC Games and Brand IP Moderation
The rise of UGC in gaming, similar to the YouTube content model, offers a broad range of game experiences catering to mass and niche audiences. User-generated games provide a platform for personalization and expansion of the gaming ecosystem, emphasizing creativity and brand collaborations. However, rigorous moderation controls and AI integration are crucial for ensuring brand-safe usage of IP in UGC games, highlighting the need for scalable and effective brand protection strategies.
Are we at a pivot point for the gaming industry? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the recent NVIDIA announcements as well as shifts in the gaming industry.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
NVIDIA announces exciting new AI related products
Gaming may be having it's "YouTube moment"
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