NVIDIA CEO Jensen Huang dismissed views warning concerning the threat of a man-made intelligence bubble, which has lately sparked inventory market volatility and nervousness amongst buyers.
Over the previous weeks, and earlier than the publication of Nvidia’s enterprise outcomes early this morning, there have been rising warnings concerning the synthetic intelligence bubble, amid investor concern about large spending on knowledge facilities and the long-term return on that exercise.
At a convention to debate the enterprise outcomes – which have been stronger than expectations and calmed fears – Hwang mentioned: “There was a number of discuss concerning the synthetic intelligence bubble. From our standpoint, we see one thing fully totally different.”
He acknowledged that areas reminiscent of knowledge processing, advert suggestions, search methods, and engineering are shifting in direction of graphics processing items (GPUs) as a result of they want synthetic intelligence, and which means that the outdated pc infrastructure based mostly on the central processor will transfer to new methods operating on NVIDIA chips.
He identified that synthetic intelligence will not be solely built-in into present purposes, however will allow the event of completely new purposes, including that “AI brokers,” or purposes that may be run with out vital consumer intervention, will be capable of assume and plan, and would require higher computing capabilities.
He added that “NVIDIA” is the one firm able to addressing all three use circumstances, persevering with: “When enthusiastic about infrastructure investments, remember these three fundamental dynamics, every of which can contribute to infrastructure development within the coming years.”
