The software is one of the areas that NVDA uses in their total-cost-of-ownership pitch.
It is also one of the areas the antitrust people focus on because they can liken it to Microsoft bundling a browser with the operating system.
Mr. Huang and just as importantly his corporate and outside attorneys know this is an area in which the company is vulnerable and is the reason Nvidia chose to go with an answer to the administrative state that I had never heard used before: Be Not Afraid. That's enough inside baseball for now, more after the jump.
From Bloomberg, October 8:
Nvidia Touts Energy Efficiency of Chips at Washington Summit
- The AI computing boom has drawn concerns about power use
- Nvidia also highlights its progress in developing software
Nvidia Corp., facing concerns about the electricity demands of artificial intelligence computing, touted the energy efficiency of its latest chips at a conference Tuesday in Washington.
The company’s Blackwell chips, which are beginning to roll out to customers this year, would need 3 gigawatts of power to develop OpenAI’s GPT-4 software, Nvidia said at an event called the AI Summit DC. Ten years ago, that process would have required 5,500 gigawatts, the chipmaker said.
“Our Blackwell platform is basically built with energy efficiency in mind,” Nvidia Vice President Bob Pette said at a briefing ahead of the event.
The Santa Clara, California-based company also pointed to its headway in software. That includes producing “agent blueprints” that will let businesses rapidly deploy customized AI services. Agents are pieces of software that handle real-world tasks, such as dealing with customer requests, aiding in the design of a device or speeding up drug discovery.
Nvidia shares gained as much as 4.1% to $132.92 on Tuesday. The stock has more than doubled this year, following a 239% rally in 2023.
Though Nvidia has been the single biggest beneficiary of the AI spending boom, much of its revenue comes from a small group of data center makers and operators. The company said it’s “leading the charge” to spread the use of the technology to more areas, setting the stage for what it sees as a new industrial revolution.....
....MUCH MORE
