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Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

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221–230 of 340 posts

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#221
post #10
post #7

I haven't listened to Jensen speak before, but am I the only one who thought the presentation wasn't very polished? Not a knock on anything he has accomplished, just an observation that sorta surprised me

He has more important things to do than perfecting a presentation. He likes his employees to message him freely with things they think he can help with.

I read about this around and tbh I respect it a lot. Somehow Jensen has managed to scale the company and still keep it focused on the product with high eng practices.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#222
post #211

Earlier quoted context omitted.

Hardware people don't get along very well with software people.

Why's that?

Because it is a different type of engineering. If you manage software development like you manage hardware development your software is going to be bad. That has always been AMD's problem and it is not likely to get fixed.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#223

Earlier quoted context omitted.

Doesn’t matter how good your in-house tech team was, your company still outsourced it to cloud infra. That’s what Nvidia faces. Doesn’t matter how good the current in-house teams are using direct hardware, the trend in corporate is shift to a vendor (Google/AWS). Nvidia can watch this inevitable shift or get ready to offer itself as a platform too.

I get it, the service model always shines the brightest in the eye of the revenue calculator. But I have immediate skepticism they’ll be able to execute at a competitive level. Their core competency has always been manufacture and production, not service-based things. It’s a big rock to push up a tall hill.

Hey, if it doesn’t work out they can always return back to what they are, a consumer first company but now with world class hardware/software.

AI graphics service that renders games in the cloud (photorealistic), concluding its epic journey of being an amazing graphics card company.

Kinda cool when you think about it.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#224
post #179
post #120

Earlier quoted context omitted.

>bit misleading. Only partially, because in LLMs FP4 isn't half as useful as FP8. So if you have gear that crushes at FP4 then that's what you use and you benefit from that increased speed (at minimal accuracy loss). Definitely some marketing creativity in there, but its not entirely wrong as a measure of real world usage

curiously, what real world usage actually uses FP4? AFICT, most of the LLMs still use BF16, and even the quantizations down to 4bits and 2bits end up back to 16bit or INT8 for actual computations.

Half the reason why they move back up to 8/16 bit is that current hardware doesn't properly support 4 bit floats, and you get better performance from the conversion. I think once this hardware hits, most of the computation will shift to native 4 bit just for efficency's sake.

...assuming the recent 1.58b paper doesn't render the entire float quantization approach obsolete by then.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#225
post #188

Earlier quoted context omitted.

Did you read that in the linked article? I couldn’t find it. But maybe due to the better efficiency with regard to the performance boost (5x) and the ability to now use 27 trillion parameters versus 1.7 Trillion, one can presumably finish the same amount of work in 1/25th of the time and bam, reduction in power consumption. As you say, I’m skeptical the max power draw itself is 25x lower.

I think Jensen said something like needing 25x fewer GPUs (vs. A100) to get the same performance, which amounts to essentially the same thing.

It doesn't imply a full 25x reduction in power consumption though, that might "only" go down by 10x.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#226

Time to sell. When they start becoming a platform, it means they have nothing more concrete in the near future. Sell now and buy again later once the price corrects.

Selling is a bit exaggerated. Scaling up is almost always non-detrimental. But I do feel that NVDA is slowly falling to a stall because there are no exciting new modes of business coming out.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#227
post #193
post #86

Earlier quoted context omitted.

As someone who has used Ubuntu in the past and has now moved onto greener pastures, I appreciate everything Canonical and Ubuntu have done for the Linux community but there are many better options today and Canonical is already far from the company it once used to be.

what would your top suggestions be for server or desktop, instead of ubuntu? Arch (too unstable for server?), Silverblue?

Debian for server, Fedora or openSUSE Tumbleweed for desktop.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#228
post #196

Earlier quoted context omitted.

The cuda api is essentially open... Hip is basically a copy. CUDA is such a misnomer. Amd doesn't have tensorRT, cuDNN, cutlass, etc. Forcing Nvidia to make these work on AMD is like forcing Microsoft to make windows work on apple hardware... Not going to happen.

They did force Microsoft to make Office work on Mac though... (Office for Mac already existed but I think MS agreed to not cancel it.)

It was more like Microsoft had the anti-trust stuff going on, and Apple was on the verge of going bankrupt.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#229

Earlier quoted context omitted.

Doesn’t matter how good your in-house tech team was, your company still outsourced it to cloud infra. That’s what Nvidia faces. Doesn’t matter how good the current in-house teams are using direct hardware, the trend in corporate is shift to a vendor (Google/AWS). Nvidia can watch this inevitable shift or get ready to offer itself as a platform too.

I get it, the service model always shines the brightest in the eye of the revenue calculator. But I have immediate skepticism they’ll be able to execute at a competitive level. Their core competency has always been manufacture and production, not service-based things. It’s a big rock to push up a tall hill.

This doesnt seem to be true. They have been running Geforce Now for a long time and its one of the best gaming streaming services. It seems they are doing it in partnership with other regional companies but nobody says they cant use same partners. Running games with small latency seems more complicated than llms on cuda.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#230

They acquired Bright Cluster Manager a few years ago, who would be next on their list to acquire? It seems like they want to provide customers with the whole stack.

Canonical is a ripe target. Canonical has been trying to grow Ubuntu and other tools in the enterprise world for the last few years without significant success, and much of the Nvidia devkit stuff is built around Ubuntu.

I would rather bet Microsoft doing that, given their cozy relationship for .NET and main WSL distribution.

At least I would finally get to buy MS Ubuntu PCs at the shopping mall.

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