Beyond Generative AI: The Robots are Coming. 10 Key Takeaways from NVIDIA’s GTC 2024 Keynote

Eleodor Sotropa

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  1. NVIDIA’s Financial Success: NVIDIA’s stock price and sales have seen exponential growth, with a 23x increase in stock price from $39 to $900 since 2018. This growth is mirrored in their hardware demand, demonstrating NVIDIA’s strong market position. The two-hour keynote of NVIDIA CEO has been a much awaited event, with the key question “Can this momentum continue?”
  2. Introduction of the Blackwell Platform…this should have been announced in 2029: At the heart of the keynote was the unveiling of the Blackwell chip, a revolutionary leap in AI and computing. It significantly outperforms the Hopper chip, offering a 30x performance increase and 25x energy efficiency improvement with the GP200 super chip configuration. If Moore Law puts the doubling of compute every year, this announcement should been made 5 years from now (32=25) , in 2029.
  1. GP200 Grace Blackwell Super Chip: The GP200 combines two Blackwell chips and a Grace CPU, setting new benchmarks for performance and energy efficiency. This chip exemplifies NVIDIA’s leadership in creating next-generation AI computing infrastructure.
  2. Innovative Chip Architecture: NVIDIA’s new design approach, including the integration of multiple dies to function as a single chip, showcases their innovative edge in overcoming physical limitations in chip design.
  3. Partnerships with Major Tech Giants: NVIDIA’s collaboration with companies like AWS, Google, Oracle, and Microsoft highlights its central role in accelerating AI and computing across various industries, underscoring the widespread adoption of NVIDIA’s technology.
  4. NVLink Switch Chip for Enhanced Connectivity: The introduction of the NVLink switch chip facilitates unprecedented connectivity and communication speed between GPUs, enabling the creation of highly integrated and powerful AI systems.
  5. Liquid Cooling for Enhanced Efficiency: NVIDIA’s adoption of liquid cooling systems for their hardware points to their commitment to sustainability and efficiency, offering a quieter and more effective cooling solution compared to traditional fan-based systems.
  6. Foundation Models and Robotics: NVIDIA’s focus on foundation models and their application in robotics, exemplified by projects like Groot and the use of Omniverse for simulation, indicates a significant push towards creating versatile and adaptive AI-driven robots. This is the new frontier of AI. Today, training human-like-robots is very expensive and resource intensive.
  7. AI and Robotics Future: NVIDIA’s advancements in AI and robotics indicate a swift progression towards more sophisticated and capable AI systems. The keynote emphasized making these technologies accessible and understandable to a broader audience.
  8. AI Ecosystem and Services: Beyond hardware, NVIDIA is building a comprehensive ecosystem that includes AI tools, services like Nims and Nemo microservices, and platforms like Omniverse, aimed at empowering companies to innovate and create with AI.

NVIDIA’s GTC 2025 keynote paints a future where AI and robotics are deeply integrated into our daily lives, driven by NVIDIA’s pioneering technology and partnerships. The company’s advancements not only push the boundaries of what’s possible in computing but also promise to make these technologies more accessible to a wider audience, heralding a new era of innovation and digital transformation.

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