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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-03-25
- Length: 45m
- Episode: 61
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc
- Listen: https://share.transistor.fm/s/6587ba20

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=5) Introduction: Nvidia GTC Overview and Jensen's Keynote
- [3:37](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=217) Blackwell Architecture: Monolithic Cores and NVLink
- [7:00](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=420) Nvidia as a Full-Stack Platform Company
- [13:41](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=821) Turnkey Solutions vs. Customer Optionality
- [16:47](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=1007) The Complexity and Scale of Inference
- [23:12](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=1392) Inference Competition and NVLink Limitations
- [25:37](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=1537) Robotics and Software-Defined 6G
- [33:30](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=2010) Software Revenue, NIMs, and Export Controls
- [37:01](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc#t=2221) The AI Compute S-Curve and Future Performance

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- Blackwell (product)
- NVLink (product)
- AMD (company)
- Google (company)
- Amazon (company)
- Intel (company)
- Groq (company)
- H100 (product)
- H800 (product)
- NIMs (product)
- Omniverse (product)
- Ericsson (company)
- Synopsys (company)
- Kulitho (product)

## Related episodes from other shows

- [Can the Nvidia Monopoly on AI Chips Be Broken?](https://hardwarepodcasts.com/podcast/ee-times-current/2026-03-16-can-the-nvidia-monopoly-on-ai-chips-be-broken) (EE Times Current)
- [NVIDIA GTC24 and R-24 recap](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2024-03-22-nvidia-gtc24-and-r-24-recap) (The Robot Report Podcast)
- [Ep. 29 | NVIDIA CTO Michael Kagan on the New Age of AI and Supercomputers](https://hardwarepodcasts.com/podcast/moores-lobby/2021-09-07-ep-29-nvidia-cto-michael-kagan-on-the-new-age-of-ai-and-supercomputers) (Moore's Lobby)
- [NVIDIA's Trojan horse, Yann LeCun Timebomb, 8 Sleep Mega Raise and the Physical AI Boom](https://hardwarepodcasts.com/podcast/built-2-scale/2025-08-22-nvidias-trojan-horse-yann-lecun-timebomb-8-sleep-mega-raise-and-the-physical-ai) (Built 2 Scale)
- [Back Into The Swing Of Things](https://hardwarepodcasts.com/podcast/the-amp-hour/2017-05-14-back-into-the-swing-of-things) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2024-03-25-episode-60-takeaways-observations-and-insights-from-nvidia-gtc. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.