GET IN EARLY! I'm Investing In This HUGE AI Chip Breakthrough

Summary

The video discusses the potential of Nvidia's new Blackwell GPUs, which are set to revolutionize the computing industry with their advanced performance and efficiency. The presenter argues that Nvidia's end-to-end AI computing platform, highlighted at the GTC conference, positions the company to surpass even Apple and Microsoft in market value. The Blackwell GPUs, with their dual-die design and high-speed connectivity, promise to transform data centers and supercomputers, making significant strides in AI training and inference. The presenter's enthusiasm for Nvidia's technology leads them to invest in the company's stock, anticipating its long-term dominance in the generative AI era.

Takeaways

• 🚀 Nvidia's Blackwell GPUs represent a significant leap in computing capabilities, with the potential to outperform and outscale existing technologies.
• 💡 The Blackwell architecture introduces a dual-die design, allowing for unprecedented data transfer rates and performance improvements over its predecessor, Hopper.
• 🔧 Blackwell's design costs are higher due to its complexity, which may initially result in lower profit margins, but its performance could offset this with strong market demand.
• 🌐 Nvidia is positioning itself as an end-to-end AI computing platform, not just an AI hardware company, showcasing a wide range of software solutions at GTC.
• 🔄 The Blackwell GPUs, along with Nvidia's networking technologies, enable the creation of massive, scalable data centers capable of handling the most demanding AI workloads.
• 💼 The speaker believes Nvidia's data center hardware is at the center of a major technology transformation, comparing the potential impact of Blackwell to the iPhone's influence on mobile computing.
• 📈 The speaker is bullish on Nvidia's stock, moving it up on their list of stocks to invest in, based on the company's strong product lineup and the anticipated impact of Blackwell.
• 🌟 Blackwell's performance advancements could allow for more efficient training of AI models, reducing the cost and energy consumption associated with computing.
• 🏢 Nvidia's Blackwell GPUs and data center solutions are expected to benefit a variety of industries, including self-driving cars, smart factories, and even humanoid robots.
• 📊 The speaker's investment strategy emphasizes understanding the science and technology behind companies like Nvidia, as a key to long-term wealth generation.

Q & A

What is the main assertion about Nvidia's potential in the transcript?

The main assertion is that Nvidia has the potential to become the biggest company on Earth, surpassing Apple and Microsoft, due to its innovative products and technology, particularly in the realm of AI and data center hardware.

What are some key takeaways from the GTC conference regarding Nvidia's business?

Nvidia showcased its end-to-end AI computing platform with a focus on software, interviewed executives, attended expert panels, and got hands-on with new products and services. The company is involved in various sectors from self-driving cars to supercomputers and humanoid robots.

What are the two variants of Nvidia's Blackwell GPUs?

The two variants of Nvidia's Blackwell GPUs are the B100 and the B200. The B100 is a drop-in replacement for the H100, while the B200 is a new, state-of-the-art chip with improved performance.

How does the Blackwell GPU architecture differ from its predecessor, Hopper?

Blackwell architecture scales better than Hopper in data centers and supercomputers, offering an 80% increase in speed while using the same power. It also features a unique design that combines two dies into a single chip connected by a 10 terabyte per second link.

What are the implications of the Blackwell GPU's higher unit costs?

The higher unit costs of the Blackwell GPU mean lower margins for Nvidia. However, the significant performance improvements give the company pricing power and the ability to attract more businesses to the CUDA platform.

How does Nvidia's GB200 super chip connect the Blackwell GPUs?

The GB200 super chip pairs two B200 GPUs with one Grace server CPU, connected via an NV link, which provides a chip-to-chip connection with 900 GB per second of bandwidth.

What is the significance of Nvidia's Envy link switch chip?

The Envy link switch chip, with 50 billion transistors, enables every GPU to communicate with every other GPU at full speed simultaneously, thanks to its four MV links, each capable of 1.8 terabytes per second.

How does the GB200 NVL 72 system scale to meet market demands?

The GB200 NVL 72 system scales by combining 18 compute trays with two B200 GPUs each, connected via NV link, and nine Envy link switch trays, supporting all-to-all GPU communications at 130 terabytes per second.

What is the impact of Blackwell GPUs on training large AI models?

Blackwell GPUs can train an 1.8 trillion parameter GPT model in 90 days with only 2,000 GPUs and 4 megawatts of power, compared to 8,000 GPUs and 15 megawatts with previous technology.

What is the speaker's conclusion about investing in Nvidia stock?

The speaker concludes that due to the advancements and potential applications of Blackwell GPUs, Nvidia stock is a strong investment that will likely perform well in the long term, leading to the decision to move Nvidia up one spot on their list of stocks to invest in.