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Technology Stocks : NVIDIA Corporation (NVDA)
NVDA 201.03+5.0%Oct 28 3:59 PM EDT

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From: Frank Sully11/23/2021 4:17:02 PM
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techlvr

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Super Exponential Growth in Supercomputer Performance

Moore’s Law was coined in the early 1960’s by then-Intel CEO Gordon Moore to describe his forecast that the number of transistors in a computer chip would double every two years. An exponential curve fit (using linear regression to the logs of the counts) which I did to the historical number of transistors on an Intel CPU grew from 2,300 transistors per chip in 1971 to 8 billion transistors per chip in 2017, growing in the 46 year period from 1971 to 2017 at a CAGR of 39.1%, doubling every 2.1 years. See graph below:



However, NVIDIA CEO Jensen Huang, in a supercomputer conference earlier this year (Teradec), pointed out that supercomputer performance was growing at a super exponential growth rate. He noted thsvn the fifteen prior years supercomputer performance had grown 10 trillion-fold, a CAGR of 635%! At this CAGR, supercomputer performance grows over seven-fold “every year”! This is really amazing! Huang announced a GTC that NVIDIA is planning on using this super exponential growth rates n supercomputer performance to create a new supercomputer to study and forecast Climate change by creating an Omniverse Digital Twin if the entire earth. These are very interesting times!

Cheers,
Frank
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