{"id":63526,"date":"2024-11-20T10:14:28","date_gmt":"2024-11-20T15:14:28","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=63526"},"modified":"2024-11-20T10:14:28","modified_gmt":"2024-11-20T15:14:28","slug":"demand-for-nvidias-blackwell-chips-is-insane-says-jensen-how-insane-well-find-out-today","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=63526","title":{"rendered":"Demand for Nvidia’s Blackwell chips is “insane” says Jensen. How insane we’ll find out today."},"content":{"rendered":"

It’s Nvidia day<\/strong><\/span>. They report at 5 PM Eastern time. Here’s the Webcast Link. Sign up early.\u00a0 Click here\u00a0<\/strong><\/a><\/p>\n

Never in my 55 years of reporting on technology have I seen the frenzy and the explosion of adoption that is AI today..<\/p>\n

Here’s this morning’s Espresso<\/em> from the Economist<\/em>:<\/p>\n

All well that\u2019s Blackwell<\/strong><\/p>\n

Nvidia, the world\u2019s most valuable company, is likely to report on Wednesday that its winning streak continued in the third quarter. Revenue is expected to exceed $33bn. A good result from the chip designer would be in keeping with a bullish earnings season, during which big tech firms, such as cloud service providers, reaffirmed their faith in generative artificial intelligence and pledged to increase spending on Nvidia\u2019s products. Nvidia is also likely to benefit from strong demand from the Middle East, which is betting big on government-owned ai technology.<\/p>\n

Providing an extra fillip will be Nvidia\u2019s Blackwell ai chips, which after delays in production may generate their first revenues in the quarter. Nvidia recently declared Japan\u2019s Softbank, led by Masayoshi Son, as Blackwell\u2019s first big customer. Concern persists that companies have not found enough use for generative ai to justify all the money they spend on Nvidia\u2019s chips. But, for the time being, hope\u2013and hype\u2013remain strong.<\/p>\n

Here’s an excerpt from\u00a0 the Wall Street Street Journal:<\/em><\/p>\n

\"\"<\/p>\n

I’m obsessed with getting my head around the question, “How big will AI be?<\/em>“<\/p>\n

The more I study AI the tinier my brain feels. I’m usually\u00a0 arrogant to say “My head’s around it. Here’s what we should do.”\u00a0<\/em><\/p>\n

Not this time.<\/p>\n

Nvidia did an investor presentation in October. Here are two of the slides:<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

You can see the entire Nvidia presentation here.<\/strong><\/a><\/p>\n

I asked my favorite search engine, Perplexity, “What are the main things you can do with AI today?” <\/em>Here’s her answer:<\/p>\n

Digital Assistants: AI powers digital assistants like Siri, Google Assistant, and Alexa, enabling them to understand voice commands, manage tasks, and provide information efficiently.<\/p>\n

Chatbots: Many businesses use AI-driven chatbots for customer service, capable of handling inquiries, processing orders, and providing personalized responses through natural language processing (NLP).<\/p>\n

Image and Facial Recognition: AI is widely used in security systems and social media for facial recognition, allowing for features like unlocking phones or tagging friends in photos.<\/p>\n

Recommendation Systems: Streaming services like Netflix and Spotify utilize AI to analyze user behavior and preferences, offering personalized content recommendations that enhance user experience.<\/p>\n

Autonomous Vehicles: AI drives the development of self-driving cars and drones, employing machine learning to navigate and make real-time decisions based on environmental data.<\/p>\n

Predictive Analytics: Businesses leverage AI for predictive analytics to forecast trends, optimize inventory, and make informed decisions based on historical data.<\/p>\n

Healthcare Applications: AI assists in diagnosing diseases, predicting patient outcomes, and even in drug discovery by analyzing vast amounts of medical data.<\/p>\n

Smart Home Devices: AI enhances home automation systems that can learn user preferences for lighting, heating, and security, improving overall convenience and energy efficiency.<\/p>\n

E-commerce Enhancements: Online shopping platforms use AI for personalized product recommendations, dynamic pricing strategies, and fraud detection based on purchasing patterns.<\/p>\n

Content Creation: AI tools can generate written content, create music, or even produce videos, making them valuable for marketers and content creators looking to streamline their workflows.<\/p>\n

Emotion Recognition: Some AI systems can analyze facial expressions and body language to gauge emotions during interactions or while consuming media.<\/p>\n

Game Playing: AI has demonstrated remarkable capabilities in strategic games like chess and Go, often outperforming human players by learning from vast datasets.<\/p>\n

Robotics: Advanced robots equipped with AI can perform complex tasks such as surgical procedures or manufacturing processes with high precision.<\/p>\n

Tasteless funnies<\/strong><\/span><\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

Market’s weak today.<\/strong><\/span> Yesterday it was strong. Nvidia is weak. Yesterday it was strong.<\/p>\n

The Wall Street Journal had a fantastic dictionary on AI\u00a0 back in August “New tech has a language all its own. From neural networks to natural language processing a guide to understanding key concepts.<\/em>”\u00a0Click here.<\/strong><\/a><\/p>\n

See you soon. — Harry Newton<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

It’s Nvidia day. They report at 5 PM Eastern time. Here’s the Webcast Link. Sign up early.\u00a0 Click here\u00a0 Never in my 55 years of reporting on technology have I seen the frenzy and the explosion of adoption that is AI today.. Here’s this morning’s Espresso from the Economist: All well that\u2019s Blackwell Nvidia, the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-63526","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63526","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=63526"}],"version-history":[{"count":17,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63526\/revisions"}],"predecessor-version":[{"id":63550,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63526\/revisions\/63550"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=63526"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=63526"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=63526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}