Nvidia’s Jensen Huang Highlights GenAI and GPU Plans at Computex 2024

Computex 2023: A Milestone Event in the AI Era

This year’s Computex marks a quantum leap. The CEOs of leading semiconductor firms are set to deliver keynotes under the generative AI revolution’s spotlight and the AI PC category’s debut.

The first keynote was given by Nvidia’s Jensen Huang, embodying the semiconductor industry’s AI transformation. His speech combined historical insights and showcased Nvidia products fueling the GenAI era.

Huang introduced the concept of "AI factories," powered by Nvidia hardware and software, heralding a new industrial revolution.

Nvidia’s Roadmap: Blackwell to Rubin

While discussing existing products, Huang unveiled a roadmap extending to 2027 with the Rubin platform succeeding Blackwell. Named after astronomer Vera Rubin, it offers a glimpse into future architectures.

Nvidia’s strategy now includes significant GPU enhancements yearly while maintaining a two-year cycle for major architectural changes. This accelerated pace ensures Nvidia’s dominance in AI accelerators.

Ensuring continual innovation, Nvidia’s roadmap comprises Blackwell, Blackwell Ultra, Rubin, and Rubin Ultra platforms.

Software and Services: Nvidia’s New Frontier

Huang also discussed Nvidia’s venture into software and services. The company’s CUDA platform is now a standard in AI acceleration, complemented by Nvidia Inference Microservices (NIM).

NIMs offer prebuilt containers to build AI applications, retraining the company’s focus on enterprise software. Strategic partnerships with hardware giants like Dell, Lenovo, and HPE promise to extend NIM’s reach.

There’s speculation around Nvidia’s foray into the AI PC market, potentially with an Arm-powered SoC in collaboration with Mediatek. This move could disrupt the crowded PC chip market by 2025.

Huang concluded with insights on AI-powered robotics and Nvidia’s Omniverse platform, underlining the potential for industrial and human-interactive applications.

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