Hardware Podcasts

Episode 60: Takeaways, observations, and insights from Nvidia GTC

The Circuit · 25 Mar 2024 · 45m · Episode 61

What this episode covers

Ben Bajarin and Jake Goldberg analyze Nvidia's GTC keynote, highlighting Jensen Huang's positioning of Nvidia as a full-stack platform company rather than just a semiconductor vendor. They discuss the architectural significance of the Blackwell GPU, which stitches two monolithic cores together, and the strategic implications of selling complete data center racks via NVLink. The hosts debate the future of inference, noting that while Nvidia's ecosystem is dominant, the reliance on expensive networking layers like NVLink leaves room for competitors like AMD to gain share in specific inference workloads. They also cover emerging applications in robotics, software-defined 6G, and the longevity of the current AI compute S-curve.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, AMD, Google, Amazon, Intel, Groq, Ericsson, Synopsys
Products
Blackwell, NVLink, H100, H800, NIMs, Omniverse, Kulitho

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