{"id":1468969,"date":"2024-06-03T00:25:00","date_gmt":"2024-06-03T04:25:00","guid":{"rendered":"https:\/\/bugaluu.com\/news\/?p=1468969"},"modified":"2024-06-03T00:25:00","modified_gmt":"2024-06-03T04:25:00","slug":"nvidia-ceo-nvidias-jensen-huang-reveals-new-ai-chip-slated-for-2026","status":"publish","type":"post","link":"https:\/\/bugaluu.com\/news\/nvidia-ceo-nvidias-jensen-huang-reveals-new-ai-chip-slated-for-2026\/1468969\/","title":{"rendered":"Nvidia CEO Nvidia&#8217;s Jensen Huang Reveals New AI Chip Slated For 2026"},"content":{"rendered":"<p><span class=\"field field--name-title field--type-string field--label-hidden\">Nvidia CEO Nvidia&#8217;s Jensen Huang Reveals New AI Chip Slated For 2026<\/span><\/p>\n<div class=\"clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item\">\n<p>At the 2024 Taipei International Information Technology Show,\u00a0better known as Computex,\u00a0Nvidia CEO Jensen Huang highlighted the endless\u00a0possibilities surrounding\u00a0artificial intelligence. He\u00a0unveiled plans for new AI accelerator chips, signaling the company&#8217;s shift from graphics cards to AI chips.\u00a0<\/p>\n<p>In March, Nvidia\u00a0<a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing\">unveiled<\/a> the $70,000 Blackwell B200 GPU chip, the &#8220;world&#8217;s most powerful AI chip.&#8221; On Sunday,\u00a0Huang told the audience about the\u00a0Rubin AI chip slated for 2026.\u00a0He said the new chip would use\u00a0HBM4, the next iteration of the essential high-bandwidth memory.\u00a0<\/p>\n<p>Wall Street DOES NOT understand what&#8217;s coming.<a href=\"https:\/\/twitter.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a> just changed everything we know about AI at COMPUTEX 2024.<\/p>\n<p>Don&#8217;t say I didn&#8217;t warn you<a href=\"https:\/\/t.co\/x4tD00ubJ4\">pic.twitter.com\/x4tD00ubJ4<\/a><\/p>\n<p>\u2014 Alex (@TickerSymbolYOU) <a href=\"https:\/\/twitter.com\/TickerSymbolYOU\/status\/1797324605754871897?ref_src=twsrc%5Etfw\">June 2, 2024<\/a><\/p>\n<p>Huang\u00a0stressed that companies that fail to embrace AI will be left behind.\u00a0He said companies can only manage\u00a0the &#8220;computation inflation&#8221; of ever-expanding data needs through AI chips.\u00a0<\/p>\n<p>Combining two processors on a personal computer is already standard practice for increasing computational power, but try this at a data center&#8230;<\/p>\n<p><em>&#8220;We add a GPU, a $500 GPU, to a\u00a0$1,000 PC, and the performance increases tremendously,&#8221; he said, adding, &#8220;We do this in a data center. A billion-dollar data center, we add $500 million worth of GPUs, and all of a sudden, it becomes an AI factory.&#8221;<\/em><\/p>\n<p>&#8220;The more you buy, the more you save. This is the CEO&#8217;s math. It is not accurate, but it is correct!&#8221; the executive told the audience.\u00a0<\/p>\n<p>Huang&#8217;s new chip unveiling comes ahead of Monday&#8217;s cash session in New York. The company&#8217;s shares are inching closer to the $3 trillion valuation mark.<\/p>\n<p><a href=\"https:\/\/cms.zerohedge.com\/s3\/files\/inline-images\/Screenshot%202024-06-02%20at%207.17.00%20PM_1.png?itok=6GfYVZeM\"><\/a><\/p>\n<p><em><a href=\"https:\/\/www.techradar.com\/news\/live\/nvidia-computex-2024-keynote-liveblog\">TechRadar&#8217;s\u00a0John Loeffler<\/a><\/em> had a running blog during Computex, commenting on\u00a0Huang&#8217;s speech. One big takeaway from\u00a0Loeffler is\u00a0Nvidia&#8217;s transformation from a\u00a0graphics card company to an AI chip company.\u00a0<\/p>\n<p><em>They [Nvidia] are no longer a graphics company, as Jensen reportedly told employees several months back, and every Nvidia keynote and live stream I&#8217;ve watched in the last year and a half really just reinforces that fact.<\/em><\/p>\n<p><em>Nvidia is absolutely, 100% going to become an AI chip company, and whatever gaming appendage sticks around for a few years will become less and less of a focus for the company.<\/em><\/p>\n<p><em>There&#8217;s nothing particularly wrong with that, to be honest. Nvidia is printing money hand over fist selling AI hardware to OpenAI, Google, and all the rest, so from a business perspective, it makes perfect sense. It&#8217;d be the height of madness not to position yourself at the center of an industry that&#8217;s giving you 10x better returns than what you were doing before.<\/em><\/p>\n<p><em>Its AI revenue, even if AMD and Intel eventually produce AI data center hardware that offers genuine competition to whatever Nvidia is producing down the road, is still going to dwarf whatever money its GeForce products bring in. GeForce might continue for some time, especially on mobile devices where RTX chips can be a way to interface with Nvidia&#8217;s broader AI ecosystem, but I think in the end, the consumer graphics market is going to come down the AMD and Intel. I just don&#8217;t see Nvidia&#8217;s heart being in the consumer graphics game any longer.<\/em><\/p>\n<p>Loeffler continued:<\/p>\n<p><em>If it helps Nvidia sleep better at night to call what its making now GPUs, they&#8217;re the ones with the $2 trillion valuation, they can do as they like. But there&#8217;s a part of me, the life-long PC gamer part of me, that feels like Nvidia has decided that the PC gamers that initially propelled the company to success two decades ago don&#8217;t really matter anymore.<\/em><\/p>\n<p>Huang didn&#8217;t offer many specifics on the new chip that will begin shipping in 2026. However, during an earnings call earlier this year, the exec said the chip giant will design new platforms\u00a0annually, down from every two years.\u00a0<\/p>\n<\/div>\n<p>      <span class=\"field field--name-uid field--type-entity-reference field--label-hidden\"><a title=\"View user profile.\" href=\"https:\/\/cms.zerohedge.com\/users\/tyler-durden\" class=\"username\">Tyler Durden<\/a><\/span><br \/>\n<span class=\"field field--name-created field--type-created field--label-hidden\">Sun, 06\/02\/2024 &#8211; 20:25<\/span><\/p>\n<p>\u200b<a href=\"https:\/\/www.zerohedge.com\/technology\/nvidia-ceo-nvidias-jensen-huang-reveals-new-ai-chip-slated-2026\" target=\"_blank\" class=\"\" rel=\"noopener\">https:\/\/www.zerohedge.com\/technology\/nvidia-ceo-nvidias-jensen-huang-reveals-new-ai-chip-slated-2026<\/a>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia CEO Nvidia&#8217;s Jensen Huang Reveals New AI Chip Slated For 2026 At the 2024 Taipei International Information Technology Show,\u00a0better known as Computex,\u00a0Nvidia CEO Jensen&#8230;<\/p>\n","protected":false},"author":0,"featured_media":1468970,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1468969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1468969","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/comments?post=1468969"}],"version-history":[{"count":0,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1468969\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media\/1468970"}],"wp:attachment":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media?parent=1468969"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/categories?post=1468969"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/tags?post=1468969"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}