NVIDIA Is On a Different Planet
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NVIDIA had a lot of announcements this week between the Blackwell GPUs (which will presumably come to the RTX 5090, 5080, and others), its NIMs, the humanoid and other robotics Project GR00T, NVLink Switch advancements, and more. But in addition to covering those stories and some of the surface-level technicals that have been released so far, we're also talking about some of the absurdity of media coverage. This piece is a mix of news reporting on NVIDIA's GTC 2024 keynote and of commentary and opinions on the state of the industry, NVIDIA's scary position, and what AMD and Intel are left to do. Despite our focus in gaming, much of this technology eventually works its way into consumer parts (and it's just fun to learn about). We also have the "great" mainstream news coverage of #NVDA / #NVIDIA to discuss.
Check out our engineering interviews! Recently updated: https://www.youtube.com/watch?v=C_RO8bJop8o&list=PLsuVSmND84Qsv6Q_9GERaAKQ_FsQkOQ7H
Check out the one referenced with AMD on chiplet designs: https://www.youtube.com/watch?v=8XBFpjM6EIY
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TIMESTAMPS
00:00 - The AI Gold Rush
00:54 - Jensen Was Right
01:37 - Everyone Loves NVIDIA
05:04 - NVIDIA's Keynote
06:30 - The Announcements Quickly Recapped
08:19 - NVIDIA Blackwell GPU Details
11:57 - Combinations of Blackwell & Grace (GB200)
13:07 - Why Multi-Chip Isn't Easy for GPUs
17:55 - NVLink Switch, Connections, & RAS Diagnostics
19:50 - NIMs & Software Advancements
21:48 - Humanoid & Other Robotics: Project Gr00t
24:30 - WHAT WE THINK & Conclusions
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Jeremy Clayton: Writing, Research
Vitalii Makhnovets: Video Editing