Because everyone needs his GPUs to power their AI dreams.
Its a unique position to be in, but how did Jensen Huang get here?
And what is he doing with this opportunity of a lifetime when hes not on the conference stage?
Image: Justin Sullivan, Simon Dawson, Noah Berger (Getty Images)
Microsoft and Meta bought150,000 Nvidia H100s and H800sthis year, which cost about $30,000 each.
Joe Biden deliberately setUnited States foreign policyto limit Nvidia chips getting into the hands of Chinese companies.
2023 was the year powerful people learned Jensen Huangs name.
Big Tech doesnt want to be beholden to anyone.
History of GPUs
Jensen Huangs position at the center of the AI revolution started long ago.
A GPU can perform many tasks at once, whereas a CPU performs tasks one at a time.
GPUs revolutionized the gaming industry, making video game graphics look way better than anything produced with CPUs.
Competitor or Customer?
Everyone made headlines for jumping into AI chip production this year.
Microsoft hasthe Maia 100, Google has theTPU v5p, Amazon has itsTrainium 2, and Meta announced itsMTIA.
They all sound great, but the truth is none of them hold a candle to Nvidias GPUs.
Meta is not going to have their own chip until 2025.
Nvidia will likely only lose a couple of percentage points of market share in the next year.
By the time they do catch up, Nvidia has even bigger plans for computing domination.
But who will win?
Huang is hoping he can use his position to reign in a new era of computing.
Were at the beginning of a brand new generation of computing.
It hasnt been reinvented in 60 years, this is why its such a big deal, said Huang.
In the future, he says computing will involve retrieval as well as generation powered by AI.
Intel drastically increased humanitys computing power by putting many small transistors on silicon computer chips.
Jensen Huang sees Nvidia and GPUs at the center of the next revolution; the next Intel.
You cant solve this new way of doing computing by just designing a chip, said Huang.
Its a big deal because its a complete reinvention of the computer industry.
The shift Jensen is talking about lines up with what Sam Altman describes as the future of technology.
Theyre describing AI generation as not just a feature, but the core operating system of computers moving forward.
Its hard for people to wrap their heads around it, said Huang.
But that was the great observation that we made.
It includes a chip, but its not about that chip.
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