But you knew that. If you had time to read May 23's "NVIDIA Earnings Call And Transcript Q1 2025 - May 22, 2024 (NVDA)".
Here's NVIDIA's Preview of Coming Attractions, June 2:
‘Accelerate Everything,’ NVIDIA CEO Says Ahead of COMPUTEX
Emphasizing cost reduction and sustainability, Huang detailed new semiconductors, software and systems to power data centers, factories, consumer devices, robots and more, driving a new industrial revolution.
“Generative AI is reshaping industries and opening new opportunities for innovation and growth,” NVIDIA founder and CEO Jensen Huang said in an address ahead of this week’s COMPUTEX technology conference in Taipei.
“Today, we’re at the cusp of a major shift in computing,” Huang told the audience, clad in his trademark black leather jacket. “The intersection of AI and accelerated computing is set to redefine the future.”
Huang spoke ahead of one of the world’s premier technology conferences to an audience of more than 6,500 industry leaders, press, entrepreneurs, gamers, creators and AI enthusiasts gathered at the glass-domed National Taiwan University Sports Center set in the verdant heart of Taipei.
The theme: NVIDIA accelerated platforms are in full production, whether through AI PCs and consumer devices featuring a host of NVIDIA RTX-powered capabilities or enterprises building and deploying AI factories with NVIDIA’s full-stack computing platform.
“The future of computing is accelerated,” Huang said. “With our innovations in AI and accelerated computing, we’re pushing the boundaries of what’s possible and driving the next wave of technological advancement.”‘One-Year Rhythm’
More’s coming, with Huang revealing a roadmap for new semiconductors that will arrive on a one-year rhythm. Revealed for the first time, the Rubin platform will succeed the upcoming Blackwell platform, featuring new GPUs, a new Arm-based CPU — Vera — and advanced networking with NVLink 6, CX9 SuperNIC and the X1600 converged InfiniBand/Ethernet switch.
“Our company has a one-year rhythm. Our basic philosophy is very simple: build the entire data center scale, disaggregate and sell to you parts on a one-year rhythm, and push everything to technology limits,” Huang explained.
NVIDIA’s creative team used AI tools from members of the NVIDIA Inception startup program, built on NVIDIA NIM and NVIDIA’s accelerated computing, to create the COMPUTEX keynote. Packed with demos, this showcase highlighted these innovative tools and the transformative impact of NVIDIA’s technology.
‘Accelerated Computing Is Sustainable Computing’
NVIDIA is driving down the cost of turning data into intelligence, Huang explained as he began his talk.
“Accelerated computing is sustainable computing,” he emphasized, outlining how the combination of GPUs and CPUs can deliver up to a 100x speedup while only increasing power consumption by a factor of three, achieving 25x more performance per Watt over CPUs alone.
“The more you buy, the more you save,” Huang noted, highlighting this approach’s significant cost and energy savings.
Industry Joins NVIDIA to Build AI Factories to Power New Industrial Revolution....
....MUCH MORE
As you can see, he is making a determined effort to get out in front of the data center electricity use issue.
And yesterday:
Mr. Huang was yesterday's keynote speaker and as the company did for the GPU get-together in March, they had a slew of announcements timed to coincide with the talk. and as with the March event it takes a while to absorb it all and since Computex is going to run through June 7 we'll start of with a little divertissement....
Some of our recent electricity use posts are embedded in June 2's "Another Way To Beat AI's Power Consumption Problem: Brain Organoids"
One-year rhythm. Is it any wonder that Intel's stock chart looks lie this:
Then the market realized the money was going to Intel.
We actually wish them well, it's a national security thing, but it is hard to take them seriously when they need 10 large to build fabs after buying back $110 billion of their own stock.
And employ a a guy who says things like this:
December 29, 2023
"Intel CEO: Nvidia Got 'Extraordinarily Lucky' in Dominating the AI Market" (NVDA; INTC)
