Nvidia exec talks AI, Blackwell chips, and energy efficiency
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- Опубліковано 25 вер 2024
- One of the biggest concerns AI players like Nvidia (NVDA) have to contend with is increased energy use. Dion Harris, Nvidia's head of data center product marketing, joins Catalysts to discuss the heightened energy demand and how the energy efficiency of Nvidia's new Blackwell chip. "Blackwell was purpose-built from the ground up to really make sure it could deliver the most performance and efficiency," Harris tells Yahoo Finance. He notes that the Blackwell processor is coupled with the Grace CPU to offer two times more energy efficiency than the standard x86 CPU. He adds, "And then of course, we also looked at how do they communicate to each other. So we have a proprietary communication protocol called NVLink, which allows GPUs to connect to each other at very high speeds, and that eliminates a lot of the bottlenecks and therefore drives more efficiency." Thus, Harris explains that the whole system is designed to deliver "incredible performance" at 25 times more energy efficiency than Nvidia's previous generation. When it comes to energy, he believes there are two parts of the equation: short-term and long-term. In the short-term, many of Nvidia's customers do not have the means to quickly build efficient data centers. Thus, Blackwell chips provide "a huge uplift in terms of the productivity they can get out of their existing power assets." In the long-term, Nvidia is working closely with partners and energy providers to ensure that data centers are being built as efficiently as possible and that grid infrastructure is resilient. "AI is going to be critical to enabling sort of the next wave of infrastructure. We talk about the grids as one sort of key use case, but it will also play out in manufacturing and aeronautics and a number of heavy industries," Harris notes.
#youtube #Nvidia #news
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Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
Aria Cookings program is widely available online.
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Everyone needs more than a Basic Income to be Financially Secured in this present time that there's an Economic Decline.
135 tomorrow?
What AI stocks offer the highest growth potential for long-term investors (3-5 years)?
NVIDIA is a dominant leader in AI, with significant market share (~88%) and margins (~72%). Demand for its Blackwell chip exceeds production through 2025+, with no direct competitor. However, emerging competition and evolving market dynamics warrant monitoring. With a forward P/E of ~42, NVIDIA's stock appears reasonably valued. Consider buying and holding for long-term potential, but always do your own research.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
When it comes to investment, diversification is key. That's why I've allocated my portfolio across key sectors, including EV, renewable energy, Tech, and Health (AMD), alongside coins and gold. I'm also exploring AI opportunities with Nvidia, MSFT, Alphabet, and others, guided by my seasoned financial advisor. Over the past 18 months, my portfolio has grown an impressive 150%, significantly outpacing market averages. This success is attributed to careful planning, strategic diversification, and expert guidance.
Who's your financial advisor? how do I get in touch ?
My CFA Glen Howard Chester ’ , a renowned figure in his line of work. I recommend researching his name & credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I like this guy,. Glad you work for the greatest company in the nation.
The power grid is ultimately the bottleneck that will slowdown the progress of AI revolution even though the demand in infrastructure and service in data centers will continue to increase.
Silly Analysts won't listen to 1 Word that Mr. Dion Harris said to still discount Blackwell and AI because they're attempting to push a "Small Cap" Narrative.
I believe Jensen has the wrong metric. It’s not energy per unit of compute: There is an aggregate energy constraint that he is ignoring, and that we ignore to our own peril.
It should be possible to use the waste heat generated by AI data centers for heating purposes.
Champlin Mills
Hahaha smart black dude talking about Blackwell. 😂
@@WinnersMind67 ironic, isn't it?
are you 5 years old?
jensen is the goat
💚🖤📈🇺🇸
!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Kristine Lynn Weber, for her expertise and exposure to different areas of the market.
Without a doubt! Kristine Lynn Weber is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.
nice! once you hit a big milestone, the next comes easier. How can i reach her if you don't mind me asking?
look up her name on the web for her website.
I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this.
2x more energy efficient is a nonsense statement. That's not a measurement, it's not a comparison. It's not even defined. They just say big number better, buy my thing. This is what happens when you let women interview tech salesmen
You do know…
NVDA’s closest competitor AMD, is run by a woman…
She is scary intelligent….
The guy getting interviewed, Dion Harris… isn’t a tech salesman… he is head of data center marketing…. And is a technology guru…
I’m proud of you for not mentioning his skin tone…
😃
@@AC-jk8wq,
All Facts!