Nvidias new chips and software show how fast the AI king is moving to defend its crown
Summary
There was much consternation about whether big tech companies, Nvidias clients, could run AI with less computing power — and thus, slow their massive spending plans. Major boxes checked Huang provided investors with long-awaited details on the updated version of Blackwell, its recently launched AI chip platform. "Basically, everything is brand new except for the chassis," Huang said, in a comment designed to assuage concerns that the Vera Rubin rollout would experience similar hurdles to Blackwell. Nvidia also confirmed Wall Street chatter that the company would announce a new type of networking product that helps stitch together large clusters of GPUs in data centers and make communication between the chips better. In general, a wave of press releases touting collaborations is commonplace at GTC, but the specifics each year are always interesting to see and further reinforce Nvidias technology leadership.