Rebecca Picciotto is an associate reporter for CNBC.com. She graduated from Amherst College in 2022. Rebecca previously interned at the Wall Street Journal, The Bergen Record and Morning Brew.Rebecca PicciottoCNBC Associate Reporter
Posted on 06/02/2024 4:44:56 PM PDT by SunkenCiv
Nvidia on Sunday unveiled its next generation of artificial intelligence chips to succeed the previous model, which was announced just months earlier in March.
Nvidia CEO Jensen Huang announced the new AI chip architecture, dubbed "Rubin," ahead of the COMPUTEX tech conference in Taipei.
Rubin comes months after the March announcement of the upcoming "Blackwell" model, which is still in production and expected to ship to customers later in 2024.
Huang's announcement of Rubin appears to quicken the company's already-accelerated pace of AI chip advancement.
Nvidia has pledged to release new AI chip models on a "one-year rhythm," as Huang put it on Sunday. The company had previously been operating on a slower two-year update timeline for chips.
The turnaround from Blackwell to Rubin was a matter of less than three months, underscoring the competitive frenzy in the AI chip market and Nvidia's sprint to preserve its dominant spot.
AMD and Intel are two major competitors working to catch up, though their gross margins trailed Nvidia's in the most recent fiscal quarter. Companies like Microsoft, Google and Amazon are also vying for Nvidia's top spot, even as they are simultaneously some of Nvidia's biggest patrons. A flurry of startups are also working to enter the space.
"Today, we're at the cusp of a major shift in computing," Huang said Sunday. "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."
The Rubin chip platform will have new GPUs, the crucial graphic processing technology that helps train and launch AI systems. It will come with other new features like a central processor called "Vera," though the Sunday announcement did not provide many details.
(Excerpt) Read more at cnbc.com ...
Rebecca Picciotto is an associate reporter for CNBC.com. She graduated from Amherst College in 2022. Rebecca previously interned at the Wall Street Journal, The Bergen Record and Morning Brew.Rebecca PicciottoCNBC Associate Reporter
How long to the next level of video games?
I believe everything she says.
She?
Friday in after-hours trading another expiring option got exercised, by the look of it, someone paid nearly $1400 for at least one share round 5 PM. There's been a bunch of that kind of activity over recent works.
Was “she” at one point a “he”? Very successful transformation if so.
Heh... I suspect there's going to be continued rising interest in VM versions of legacy gaming.
Jensen Huang runs Nvidia. The head of AMD is also Asian, but a woman.
Unless you’re talking about Rebecca who wrote the article. Laz would hit it.
I bought the equivalent of 12 shares at about $114 a share in 2019 (it’s split several times afterward). Right now my return is about 2700%. Thank you, Charles Payne.
Here’s what “AI” is:
You now have oodles of memory, (basically an infinite amount for the software (as opposed to data)), oodles of processing power (choose a single chip or a committee of chips), everything cheap, all ordinary computer tasks already programmed hundreds of times over.
What do programmers do now? That’s AI. Also, what do article writers write about? That’s AI. What’s the next big computer thing? That’s AI.
Image recognition and rendering of solid figures in consumer-affordable equipment are software and hardware frontiers.
They shouldn’t have these conferences in Taipei.
Those chips they make. Could they be designed to take out an invading force?
I’m talking about Rebecca.
Interesting factiod: Lisa Su, CEO of AMD, is Jenson Huang’s first cousin once removed (whatever that is). That said, they are not close.
Nvidia is 10 years ahead of the competition.
And when will this AI bubble burst?
Nvidia, 93 percent donations to democraps. Uh huh. The pelosis are having another bull run this year, making 4 million of them alone and its not even fall yet.
stock is going to split 10 to 1 soon, very nice.
computex is the biggest cons of its type in asia and happens to be in Taiwan. you’re right now, the security needs to be tighter, many AI ceo’s cto’s etc are there this weekend.
and it’s pissing off ccp no doubt
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