The company behind the most desirable equipment in the world is expected to unveil the next generation of its AI chip this week at a conference it has already dubbed “Woodstock AI” employees AND analysts both.
Nvidia Hosted by CEO Jensen Huang annual AI chipmaker conference (GTC) for GPU technology in San Jose, California, where he will be joined by other major players in the AI industry, including Brad Lightcap, OpenAI’s COO, and Arthur Mensch, CEO Mistral AI.
Huang will likely announce the next generation of the company’s H100 chip, the B100. They say yes Nvidia’s first multi-column chipwhich means massive project divide into smaller parts. If this happens, the chip is expected to be even more powerful than its predecessor. Microsoft and Meta are largest clients H100 chip, with both tech giants spending $9 billion on chips in 2023. Last year, Google’s parent companies Alphabet, Amazon and Oracle also spent the most on chips.
However, the frenzy around Nvidia’s H100 chips has some companies worried about shortages, and competitors looking to get ahead of the AI race have started building their own versions of chips. Amazon was working on two chips called Inferentia and Tranium, while Google was working on its Tensor processing units.
Despite the competition, Nvidia is on a sizzling streak, becoming the first semiconductor company reach a value of $2 trillion in February. The company saw its shares drop before the release of its fourth-quarter earnings, but then rebounded beating Wall Street expectations. In the fourth quarter, the company reported revenue of $22 billion, up 270% from the previous year. Nvidia also beat out Amazon and Alphabet to become a company The third most valuable company in the US by market capitalization in February and defeated Aramco from Saudi Arabia to become the third most valuable company in the world in March. But Wall Street can’t make up its mind about Nvidia’s success: Some are calling the hype a bubble, a one that will soon burst.
What to watch out for this week at Nvidia’s GTC
Monday, March 18
⛰️ View from above. Nvidia CEO Jensen Huang will deliver a two-hour keynote at the SAP Center in San Jose, where he will discuss the company’s progress in artificial intelligence this year.
👽 AI Links. Around Huang’s keynote speech Nvidia executives and researchers will host panels on topics including extraterrestrial intelligence, diffusion models, autonomous vehicles, artificial intelligence ethics and cybersecurity.
💊 Robo-medicines. Daniel Ferrante, Managing Director of Artificial Intelligence and Data Strategy at Deloitte Consulting, will present a lecture on AI drug discovery with Atlas AI, a product jointly developed by Nvidia and Deloitte.
Tuesday, March 19
👫 This is a personal matter. Fei Fei Li, co-director of Stanford University’s Human-Centered AI Institute (HAI), will host a fireside chat with Bill Dally, chief scientist and vice president of research at Nvidia, on the impact of the AI revolution on humanity.
🔍 Whose responsibility? Joelle Pineau, vice president of artificial intelligence research at Meta, will lead a session on “responsible training and implementation of AI research systems” to reduce risk in models currently being developed.
🎬 In the featherlight. Nikola Todorovic, co-founder and CEO of visual effects company Wonder Dynamics, will discuss artificial intelligence in the media and entertainment industry.
🤫 Grok of gossip. Christian Szegedy, co-founder and researcher at Elon Musk’s OpenAI rival, xAIwill have a fireside chat with Nvidia data scientist Bojan Tunguz about the potential for using AI-based reasoning in software synthesis and verification, the importance of data for huge language model (LLM) chatbots, and Grok’s “play mode.”
Wednesday, March 20
⚠️Cyber war. David Reber, Nvidia’s chief security officer, will lead a panel on what cybersecurity leaders in companies and organizations need to know about mitigating risks associated with generative artificial intelligence.
🇫🇷 But yes. Mistral AI CEO Arthur Mensch will give a talk on what French rival OpenAI has learned in training its generative AI models, Mistral and Mixtral, as well as what he looks forward to for the rest of the year.
🫥 Now you see it. Graham Brookie, vice president of the Atlantic Council, will host a fireside chat with Nvidia’s deputy general counsel Iain Cunningham about the challenges of deepfakes and AI-generated disinformation.
Thursday, March 21
📚 Open the book. Brad Lightcap, chief operating officer at OpenAI, is expected to talk about what products will soon be offered by the generative AI giant.
