Monday, March 18, 2024

In Nvidia's World, If You (and your company) Don't Have Money You Will Not Be Able To Compete (NVDA)

The advantage flywheels keep spinning and reinforcing each other to the point that the Pareto distribution of profits - 20% of companies reap 80% of the profits - is becoming Super-Pareto where 5% of the companies reap 95% of the profits and is approaching Hyper-Pareto at maybe 2% of companies reaping 98% of profits.

It all comes down to having the resources to keep up. 

I watched Mr. Huang give the keynote and it's all a bit much to digest before firing out comments that would make any sense at all so here are some of today's headlines to give a taste of what the intro paragraph is based on.

These are Nvidia's press releases via GlobeNewswire

Some of the collaboration announcements went with PR Newswire e.g. "Microsoft and NVIDIA announce major integrations to accelerate generative AI for enterprises everywhere" and "Supermicro Grows AI Optimized Product Portfolio with a New Generation of Systems and Rack Architectures Featuring New NVIDIA Blackwell Architecture Solutions" while others are with companies that handle their own press releases.

NVIDIA Digital Human Technologies Bring AI Characters to Life
March 18, 2024 18:01 ET

NVIDIA Powers Japan’s ABCI-Q Supercomputer for Quantum Research
March 18, 2024 18:00 ET

NVIDIA Unveils 6G Research Cloud Platform to Advance Wireless Communications With AI
March 18, 2024 18:00 ET

NVIDIA Launches Cloud Quantum-Computer Simulation Microservices
March 18, 2024 17:58 ET

NVIDIA Announces Project GR00T Foundation Model for Humanoid Robots and Major Isaac Robotics Platform Update
March 18, 2024 17:54 ET

NVIDIA DRIVE Powers Next Generation of Transportation — From Cars and Trucks to Robotaxis and Autonomous Delivery Vehicles
March 18, 2024 17:47 ET

NVIDIA Announces Omniverse Cloud APIs to Power Wave of Industrial Digital Twin Software Tools
March 18, 2024 17:38 ET

NVIDIA Launches Generative AI Microservices for Developers to Create and Deploy Generative AI Copilots Across NVIDIA CUDA GPU Installed Base
March 18, 2024 17:18 ET

NVIDIA Healthcare Launches Generative AI Microservices to Advance Drug Discovery, MedTech and Digital Health
March 18, 2024 17:16 ET

NVIDIA Announces Earth Climate Digital Twin
March 18, 2024 17:11 ET

NVIDIA Announces New Switches Optimized for Trillion-Parameter GPU Computing and AI Infrastructure
March 18, 2024 16:30 ET

NVIDIA Launches Blackwell-Powered DGX SuperPOD for Generative AI Supercomputing at Trillion-Parameter Scale
March 18, 2024 16:30 ET

NVIDIA Blackwell Platform Arrives to Power a New Era of Computing
March 18, 2024 16:27 ET

TSMC and Synopsys Bring Breakthrough NVIDIA Computational Lithography Platform to Production
March 18, 2024 16:19 ET

Here's the keynote speech, the conference continues through the 21st:


More to come, probably tomorrow.