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An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment

197 点作者 pps大约 2 年前

7 条评论

bottlepalm大约 2 年前
Man how lucky is Nvidia? crypto winds down just as AI is ramps up.
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crop_rotation大约 2 年前
Nvidia seems in a really great position. They are to AI what Intel was to the PC (and unlike the PC era there is not a single Microsoft here who controls the entire ecosystem). CUDA still has no alternative. Yes Google has TPUs but outside of Google NVIDIA still dominates and enjoys the network effects (support in all kinds of libs and framework). They face the same problems that Intel faced, as in the market just wants the software and if the software works the same, the hardware is replaceable. It will be interesting to see how they adapt.
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tmsh大约 2 年前
Lots of great quotes like:<p><pre><code> &quot;Inference will be the way software is operated in the future. Inference is simply a piece of software that was written by a computer instead of a piece of software that was written by a human and every computer will just run inference someday.&quot;</code></pre>
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davidwu大约 2 年前
Jensen Huang is awesome and in lots of ways underrated compared to a lot of his contemporaries. Per Wikipedia, he founded the company on his 30th birthday in February, 1993. That means he&#x27;s spent more of his life running Nvidia than not. What a stellar run.<p>The two Acquired episodes about Nvidia are fantastic and worth listening to:<p>Nvidia: The GPU Company (1993-2006): <a href="https:&#x2F;&#x2F;www.acquired.fm&#x2F;episodes&#x2F;nvidia-the-gpu-company-1993-2006" rel="nofollow">https:&#x2F;&#x2F;www.acquired.fm&#x2F;episodes&#x2F;nvidia-the-gpu-company-1993...</a><p>Nvidia: The Machine Learning Company (2006-2022): <a href="https:&#x2F;&#x2F;www.acquired.fm&#x2F;episodes&#x2F;nvidia-the-machine-learning-company-2006-2022" rel="nofollow">https:&#x2F;&#x2F;www.acquired.fm&#x2F;episodes&#x2F;nvidia-the-machine-learning...</a>
lsy大约 2 年前
On Nvidia seemingly being in perfect position to ride successive hype cycles of technology: their product category is one of the few types of hardware with significant technical advancement in the last decade, making it only natural that people would seek to leverage that category of hardware with new software efforts. So less that they have been brilliant strategically and more that they have been brilliant technically and that has been creating the market so to speak. What is not clear is whether, as an industry, we are constrained by this technology into seeking solutions that can be massively parallelized.<p>More simply, when every leap in compute is a massively parallel architecture, every problem seems like it needs to be solved by a massively parallel system. But I&#x27;m guessing before this cycle is over we start to see the limitations of that.
_qua大约 2 年前
This is a lot to read. It says there is a podcast link in the email but I don&#x27;t see a link. Do you need to be a subscriber?
Giorgi大约 2 年前
Why is this text though? Is there video?
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