Jensen Huang keynote at CES 2025 [video] • Hacker News Board

Re: Jensen Huang keynote at CES 2025 [video]

#21

Post by tim333 » Tue, Jan 07, 2025, 1:05 PM UTC

seaofliberty wrote: post #11

behnamoh wrote: post #10

Earlier quoted context omitted.

He tried so much to look funny but it didn't look good on him. And at one point he said 4090 is like taking home an equivalent of a $10,000 PC, and he expected the crowd to clap, but no one, literally no one, clapped. Because everyone knows GeForce prices have been monopoly prices for years and 4090 is intentionally crippled by nvidia drivers to be less capable than it really is (see George Hotz in-depth analysis).

Haha. So true. I am writing a program to draw facial geometry and similarity between him and Jackie Chan is too good to be true.

Jensen has noticed also https://www.pcgamer.com/jensen-huang-thinks-jackie-chan-woul...

Re: Jensen Huang keynote at CES 2025 [video]

#22

Post by belter » Tue, Jan 07, 2025, 1:46 PM UTC

nomel wrote: post #15

magicalhippo wrote: post #7

AMD barely mentioned their next-gen GPUs, NVIDIA came out swinging right from the start. AMD announced two new models which by their own cryptic slide wouldn't even compete with their current top-end. Then NVIDIA came and announced a 4090-performance GPU for $549... If that's not just hot hair from NVIDIA, I totally get the business decision from AMD but man, would love some more competition in the higher end.

> Then NVIDIA came and announced a 4090-performance GPU for $549 Never trust vendor performance claims (these specifically rely on 3x frame generation), and never assume cards will be available at MSRP.

Correct: "Debunking the CUDA Myth Towards GPU-Based AI Systems" - https://arxiv.org/abs/2501.00210

Re: Jensen Huang keynote at CES 2025 [video]

#23

Post by tim333 » Tue, Jan 07, 2025, 2:04 PM UTC

blitzar wrote: post #16

[flagged]

I'm not sure what you mean by that? Jensen seemed quite normal in his presentation. Some of the prerecorded video was a bit iffy - "this is how intelligence is made" totally ignoring natural intelligence. Coked up behaviour is more like Will Smith punching Chris Rock.

I thought the synthetic data generation for self driving was interesting https://youtu.be/k82RwXqZHY8?t=4369 I could have used something like that myself for learning flying.

Re: Jensen Huang keynote at CES 2025 [video]

#24

Post by ksec » Sat, Jan 11, 2025, 4:43 PM UTC

behnamoh wrote: post #2

I liked this part: "one small step at a time, and one giant leap, together." I didn't like this part: 5090 for $2000, about $500 more than 4090 when it was announced. They didn't mention VRAM amount though, and I doubt it's more than 24GB. If Apple M4 Ultra gets close to 1.8 TB/s bandwidth of 5090, it'll crush GeForce once and for all (and for good). Also nitpick: the opening video said tokens are responsible for all…

For what 5090 is offering with 32GB RAM I thought it is a pretty decent price comparatively to 4090. I thought the whole lineup is really well priced.

Re: Jensen Huang keynote at CES 2025 [video]

#25

Post by ksec » Sat, Jan 11, 2025, 4:46 PM UTC

behnamoh wrote: post #8

magicalhippo wrote: post #7

AMD barely mentioned their next-gen GPUs, NVIDIA came out swinging right from the start. AMD announced two new models which by their own cryptic slide wouldn't even compete with their current top-end. Then NVIDIA came and announced a 4090-performance GPU for $549... If that's not just hot hair from NVIDIA, I totally get the business decision from AMD but man, would love some more competition in the higher end.

AMD has strategically decided to abandon the enthusiasts market [0]. Really sad that nvidia's monopoly has got solidified even further. That's one of the reasons I contribute to Apple's MLX instead of CUDA. 0: https://www.techradar.com/computing/gpu/amd-announces-new-ra... Update: typical HN behavior. someone is downvoting all my comments one by one...

>Update: typical HN behavior. someone is downvoting all my comments one by one...

You cant downvote older comments or comments older than 1 / 2 days.

Re: Jensen Huang keynote at CES 2025 [video]

#26

Post by [deleted] » Sat, Jan 11, 2025, 5:05 PM UTC

ksec wrote: post #25

behnamoh wrote: post #8

Earlier quoted context omitted.

AMD has strategically decided to abandon the enthusiasts market [0]. Really sad that nvidia's monopoly has got solidified even further. That's one of the reasons I contribute to Apple's MLX instead of CUDA. 0: https://www.techradar.com/computing/gpu/amd-announces-new-ra... Update: typical HN behavior. someone is downvoting all my comments one by one...

>Update: typical HN behavior. someone is downvoting all my comments one by one... You cant downvote older comments or comments older than 1 / 2 days.

[deleted]

Re: Jensen Huang keynote at CES 2025 [video]

#27

Post by ksec » Sat, Jan 11, 2025, 5:05 PM UTC

I actually got a lot more upbeat about the potential of AI after watching this keynote more so than any other demonstration or presentation.

Blackwell is still based on N4, a derivative of 5nm. We know we will have N3 GPU next year, and they should be working with TSMC on capacity planning for N2. Currently Blackwell is pretty much limited by capacity of either TSMC, HBM or packaging. And unless the AI hype dies off soon ( which I doubt will happen ), we should still have at least another 5 years of these GPU improvements. We will have another 5 - 10x performance increase.

And they have foreshadowed their PC entry with MediaTek Partnership. ( I wonder why they dont just acquired Mediatek ) and may be even Smartphone or Tablet with Geforce GPU IP.

The future is exciting.

Re: Jensen Huang keynote at CES 2025 [video]

#28

Post by AlotOfReading » Sat, Jan 11, 2025, 5:52 PM UTC

ksec wrote: post #27

I actually got a lot more upbeat about the potential of AI after watching this keynote more so than any other demonstration or presentation. Blackwell is still based on N4, a derivative of 5nm. We know we will have N3 GPU next year, and they should be working with TSMC on capacity planning for N2. Currently Blackwell is pretty much limited by capacity of either TSMC, HBM or packaging. And unless the AI hype dies off…

The same industry opposition that killed the ARM acquisition would kill a mediatek acquisition.

Re: Jensen Huang keynote at CES 2025 [video]

#29

Post by brookst » Sat, Jan 11, 2025, 5:54 PM UTC

ksec wrote: post #27

I actually got a lot more upbeat about the potential of AI after watching this keynote more so than any other demonstration or presentation. Blackwell is still based on N4, a derivative of 5nm. We know we will have N3 GPU next year, and they should be working with TSMC on capacity planning for N2. Currently Blackwell is pretty much limited by capacity of either TSMC, HBM or packaging. And unless the AI hype dies off…

My guess is mediatek’s margins are much lower so an acquisition would tank Nvidia’s stock price by leading to lower returns. That and/or not wanting the distraction of operating mediatek’s many businesses that aren’t aligned to Nvidia core competence.

Re: Jensen Huang keynote at CES 2025 [video]

#30

Post by [deleted] » Sat, Jan 11, 2025, 5:55 PM UTC

behnamoh wrote: post #5

jsheard wrote: post #4

Earlier quoted context omitted.

It's 32GB, that was leaked well before the event. > If Apple M4 Ultra gets close to 1.8 TB/s bandwidth of 5090 If past trends hold (Ultra = 2x Max) it'll be around 1.1 TB/s, so closer to the 4090.

Jensen didn't talk about it. Maybe he knows it's embarrassingly low. Everyone knows nvidia won't give us more VRAM to avoid cannibalizing their enterprise products.

[deleted]