Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top
Chip stocks battle heats up: Who will take the cake?
Views 312K Contents 46

GTC 2023: AI's iPhone moment

avatar
Noah Johnson joined discussion · Mar 23, 2023 02:35
The Nvidia GTC conference released a variety of new products, technologies and landing applications, setting off another AIGC climax.
Nvidia held the GTC conference on the evening of March 21, 2023. At the conference, Mr. Huang Renxun shared the latest developments and future trends of Nvidia's latest products and the AI field. Over the past month, major manufacturers have released and upgraded large-scale models and related applications intensively. At present, the AIGC industry has gone from a single phenomenon-level product to a major turning point that is expected to drive the productivity revolution in various industries.
Hardware: Nvidia released a number of new products for training and reasoning at the GTC conference.
Nvidia has launched a new GPU inference platform (L4, L40, H100 NVL, Grace Hopper chip) with four configurations for accelerating AI video, image generation, large-scale language model deployment, and recommendation systems. Among them, the DGXH100, which is suitable for the training phase, has 8 H100 GPU modules, which can provide 32PetaFLOPS computing power at FP8 precision, and provide a complete NVIDIA AI software stack to help simplify AI development. The NVIDIA DGXH100 AI supercomputer is currently in full production. Many companies in the field of generative AI, including cloud computing giants, are using the H100 GPU provided by Nvidia to accelerate their work. Accelerated computing products and the development of the AI industry coexist and co-prosper. Nvidia continues to provide a more powerful computing power base for larger-scale AI model training, which has played an important role in promoting the cutting-edge development of AI training and reasoning. The booming AI boom has brought a broader market and opportunity.
GTC 2023: AI's iPhone moment
Software: Under the new business model, DGXCloud, with a monthly payment of US$37,000 allows enterprises to quickly implement AI applications.
Nvidia also announced the joint launch of DGXCloud service with Google Cloud, Microsoft Azure, and Oracle Cloud. DGXCloud gives customers instant access to NVIDIA AI supercomputing in the cloud at a global scale. Enterprises can rent DGXCloud clusters on a monthly basis to quickly and easily scale the development of large multi-node training workloads without waiting for accelerated computing resources that are often in high demand. DGXCloud, which pays $37,000 a month, allows companies to train their own ChatGPT on the web, allowing commercial companies to use super computing power and AI application libraries faster and more conveniently.
GTC 2023: AI's iPhone moment
Applications: Nvidia cooperates with major industry manufacturers to launch and upgrade AI-enabled new applications, covering various industries such as lithography, automobiles, and quantum computing medical care.
Nvidia announced a new technology called CuLitho lithography at the GTC conference to speed up the design and manufacture of semiconductors. The software uses Nvidia chips to speed up the steps between software-based chip design and the physical fabrication of the photolithography masks used to print that design on the chip. The advance would allow chips with smaller transistors and circuits than today, while speeding up time to market and improving the energy efficiency of the massive data centers that run around the clock to power the manufacturing process. In addition, NVIDIA has also released a series of new developments in the fields of automobiles, quantum computing, and medical biology, including the opening of PaaS service NVIDIA Omniverse Cloud to specific enterprises, expanding cooperation with BMW Group to build a virtual factory, and cooperation with BYD on the NVIDIA DRIVE Orin platform.
GTC 2023: AI's iPhone moment
Judging from the company's product release rhythm, the competition barriers in the software field are constantly rising, and Nvidia has gradually evolved from a hardware company to a platform-level company.
In the long run, the contribution of the software business to the company's revenue is gradually becoming more prominent, and it will also bring significant positive contributions to the company's growth, competitive position, and valuation logic in the long run.
GO!NVIDIA!
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
3
+0
Translate
Report
50K Views
Comment
Sign in to post a comment