Nvidia CEO Jensen Huang announced a new generation of AI chips called Blackwell, aiming to solidify Nvidia’s dominance as a primary supplier for AI companies. The announcement includes the introduction of the GB200 chip, which will enhance the performance of AI model training. Additionally, Nvidia is diversifying into a platform provider with the launch of its NIM software, designed to facilitate AI deployment. The move, amidst increasing competition, marks a strategic shift in Nvidia’s business model.
Main Points
New AI chip generation named Blackwell introduced
Nvidia introduces a new generation of AI chips named Blackwell, with an initial model dubbed the GB200, aiming to bolster its leadership in the AI chip market.
Nvidia launches NIM for easier AI deployment
By creating NIM, Nvidia offers a software solution that simplifies the deployment of AI on its chips, positioning itself more as a comprehensive platform provider.
GB200 offers major performance upgrade
The GB200 chip constitutes a significant technical advancement, promising substantial performance improvements for training AI models, featuring 20 petaflops of AI performance.
Insights
Nvidia announces new AI chips named "Blackwell" with the first model being the GB200.
Nvidia on Monday announced a new generation of artificial intelligence chips and software for running artificial intelligence models. The announcement, made during Nvidia’s developer’s conference in San Jose, comes as the chipmaker seeks to solidify its position as the go-to supplier for AI companies.
Nvidia shifts towards becoming more of a platform provider rather than just a chip provider.
Nvidia executives say that the company is becoming less of a mercenary chip provider and more of a platform provider, like Microsoft or Apple, on which other companies can build software.
Nvidia introduces NIM, a software to make AI deployment easier.
The company also introduced revenue-generating software called NIM that will make it easier to deploy AI, giving customers another reason to stick with Nvidia chips over a rising field of competitors.
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https://www.cnbc.com/2024/03/18/nvidia-announces-gb200-blackwell-ai-chip-launching-later-this-year.html