Tuesday March 18 Nvidia GTC Keynote Takeaways
AI Summary
Summary of Jensen Huang’s Announcements at GTC Conference
Key Developments:
- Chip Evolution:
- Introduction of Reuben series following Blackwell.
- Blackwell to launch in the second half of the year; Reuben expected next year and into 2027.
- Note: Previous production struggles with Blackwell yields.
- Focus Areas:
- Emphasis on robotics and automotive applications; potential partnership with GM.
- Introduction of a workstation for developers to run local models.
- Neotron Model Investments:
- Enhancements in the Neotron model, a fork of Meta’s Llama, touted as superior to Deep SE.
- Concerns about how this model helps customers remain within the Nvidia ecosystem.
- AI Economy:
- Strategic push for Nvidia to become central in enterprises utilizing numerous small AI applications.
- Anticipation of sales strategies to convince enterprises to use Nvidia hardware for efficiency and consistency.