Nvidia Soars 23%: Imagine Every Query on the Internet a GPU Query, Says CEO Huang
In a phone call last night following the report and the conference call, CEO Jen-Hsun Huangtold me that the “big idea” of it all “is that here’s a graphics chip company that started in PC graphics and transformed itself into a GPU computing company, and its platform has ignited this wave of A.I.”
“We are a computing company that’s able to innovate all the way through system software and libraries through to applications like self-driving cars, at the center of one of the most important revolutions the computer industry has seen,” he said.
I asked Huang about a comment from Joe Moore of Morgan Stanley, who asked him on the call how many GPU chips could possibly be sold for “inference,” by which he meant the part of A.I. that answers queries spontaneously, rather than the slower part of A.I., “training,” that prepares the skills of computers over time. It was a clear attempt by Moore to gauge whether Nvidia’s chips will see higher volumes of unit shipments as real-time use starts to match off-line or non-real-time use.
Huang avoided committing himself, instead answering indirectly that many of the 5,000 to 10,000 “nodes” of cloud computing will increasingly use a GPU to answer queries on the Internet.
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