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Technology Stocks : Investing in Exponential Growth
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From: Paul H. Christiansen5/13/2017 3:44:22 AM
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Nvidia Up Another 5%: Bulls Delighted Pondering ‘Epic Disruption’



Tuesday’s better-than-expected fiscal Q1 report was followed yesterday by the company’s annual analyst day meeting, which included details of a new chip design aimed at data center uses such as artificial intelligence. The chip is called “Volta,” and it is being compared today in various ways to Intel’s ( INTC) capabilities.

There were no updates on the financial outlook from Nvidia management, but the company did talk up what it believes are $70 billion worth of addressable markets for its products come 2020, and analysts seem encouraged by that today.

As one analyst, Rosenblatt’s Hans Mosesmann, crowed today, "The level of disruption that the Nvidia GPU acceleration approach will do to the computing world will be epic in our opinion."

Among the intriguing topics that emerged amidst everything else was that of “inferencing.”

As I discussed in a November interview with Jen-Hsun Huang, Nvidia’s CEO, inferencing is the corollary of what happens in today’s machine learning. In machine learning’s “training” phase, which is where Nvidia is getting most of its GPU contracts, computing facilities learn how to understand information by sifting through large data sets.

Inferencing is when the machine responds to an actual query from an internet user by applying the rules it has learned in training phase.

Huang indicated to me in November that having his chips used for inferencing would spread their adoption to a much broader set of uses, where just about every Web page request could become a kind of inference.

barrons.com

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