Huang is the man of the hour. The year. Maybe even the decade. Tech companies literally can’t get enough of Nvidia’s supercomputing GPUs. This is not the Nvidia of old, the supplier of Gen X video game graphics cards that made images come to life by efficiently rendering zillions of triangles. This is the Nvidia whose hardware has ushered in a world where we talk to computers, they talk back to us, and eventually, depending on which technologist you talk to, they overtake us.
But, you know, this year is also the beginning of a new generation for us. Do you mean Blackwell, your rumored new GPU? That’s right. It’s a new generation of GPUs coming out, and the performance of Blackwell is off the charts. It’s going to be incredible. Does that equate to customers needing fewer GPUs? That’s the goal. The goal is to reduce the cost of training models tremendously. Then people can scale up the models they want to train. Nvidia invests in a lot of AI startups.
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