Nvidia Corp on Monday unveiled its latest family of chips for powering artificial intelligence (AI) as it seeks to consolidate its position as the major supplier to an AI frenzy.
“We need bigger GPUs. So ladies and gentlemen, I would like to introduce you to a very, very big GPU,” Nvidia chief executive officer Jensen Huang (黃仁勳) said at a developers’ conference in California, referring to the graphics processors that are vital in the creation of generative AI.
The event, dubbed the “AI Woodstock” by Wedbush Securities Inc analyst Dan Ives, has become a cannot-miss date on big tech’s calendar due to Nvidia’s singular role in the AI revolution that has taken the world by storm since the introduction of ChatGPT in late 2022.
Photo: AFP
“I hope you realize this is not a concert, this is a developers’ conference,” Huang joked as he took the stage in a packed arena usually reserved for ice hockey games and concerts.
Nvidia’s powerful GPU chips and software are an integral ingredient in the creation of generative AI, with rivals like Advanced Micro Devices Inc (AMD) or Intel Corp still struggling to match the power and efficiency of the company’s blockbuster H100 product, launched in 2022.
Not letting up, Nvidia told the audience of developers and tech executives it was releasing an even more powerful processor and accompanying software, on a platform called Blackwell — named after David Blackwell, the first black academic inducted into the US National Academy of Science.
Blackwell GPUs were AI “superchips” four times as fast as the previous generation when training AI models, Nvidia said.
“The rate at which computing is advancing is insane,” Huang said.
They would also deliver 25 times the energy efficiency, Nvidia said, a key claim when the creation of AI is criticized for its ravenous needs for energy and natural resources compared with more conventional computing.
Unlike its rivals Intel, Micron Technology Inc and Texas Instruments Inc, Nvidia, like AMD, does not manufacture its own chips, but uses subcontractors, mainly Taiwan Semiconductor Manufacturing Co (台積電).
Given the geopolitical concerns with Taiwan and China, this could be a potential weak spot. The US has banned Nvidia from sending its most powerful chips to Chinese firms.
Nvidia announced other AI developments on Monday, including a platform for training humanoid robots named Project Gr00t.
Gr00t-powered robots would be designed to understand what people say and mimic their movements, learning from experience how to interact with the world, it said.
Nvidia said it was also working with Apple Inc to put AI capabilities into the newly released Vision Pro spatial computing gear.
The company also unveiled the Earth-2 cloud platform for predicting climate change, using simulation by AI supercomputers.
In addition, Nvidia announced a major expansion of its collaboration with BYD Co (比亞迪) and other Chinese electric vehicle makers.
BYD is the latest Chinese vehicle manufacturer to use Nvidia’s DRIVE Thor, an all-in-one vehicle control system that is bolstered by powerful generative AI features.
“DRIVE Thor is poised to revolutionize the automotive landscape, ushering in an era where generative AI defines the driving experience,” Nvidia said.
Thor is expected to roll out for production vehicles as early as next year, it said.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) has approved a capital budget of US$31.28 billion for production expansion to meet long-term development needs during the artificial intelligence (AI) boom. The company’s board meeting yesterday approved the capital appropriation plan for purposes such as the installation of advanced technology capacity and fab construction, the world’s largest contract chipmaker said in a statement. At an earnings conference last month, TSMC forecast that its capital expenditure for this year would be at the higher end of the US$52 billion to US$56 billion range it forecast in January in response to robust demand for 5G, AI and
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