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NVIDIA CEO Jensen Huang Keynote at COMPUTEX 2024

Summary of NVIDIA CEO Jensen Huang's Keynote at COMPUTEX 2024
Short Summary:
- Jensen Huang's keynote focused on the evolution of computing from CPUs to accelerated computing with GPUs, leading to the rise of AI and now, AI-generated content.
- Key technologies discussed include NVIDIA's Cuda platform, AI models like ChatGPT, and the new Blackwell GPU architecture.
- The applications of AI are vast, ranging from simulating Earth's climate to powering robots in factories.
- Huang emphasizes the importance of AI factories, which generate valuable AI-powered content, and the need for a new type of software, Nims, to manage these AI systems.
Detailed Summary:
1. Accelerated Computing and the Rise of AI:
- Huang begins by outlining the evolution of computing, highlighting the limitations of CPUs and the need for accelerated computing.
- He introduces NVIDIA's Cuda platform, which provides significant performance gains over CPUs for various tasks, including graphics, simulations, and deep learning.
- He emphasizes the cost-effectiveness of accelerated computing, showcasing how GPU-powered systems can achieve significant performance improvements with minimal increases in power consumption and cost.
- He argues that the widespread adoption of Cuda has created a virtuous cycle, driving further development and adoption of accelerated computing.
2. The AI Revolution and the Birth of AI Factories:
- Huang discusses the impact of AI on various industries, showcasing examples like NVIDIA Earth-2, a digital twin of Earth used for climate modeling.
- He highlights the importance of AI models like ChatGPT, which demonstrate the potential of AI to generate creative content.
- He introduces the concept of AI factories, which generate valuable AI-powered content, becoming a new type of production facility for various industries.
- He explains that NVIDIA's AI factories are powered by a new type of software called Nims, which are pre-trained AI models designed to manage and optimize AI systems.
3. The Future of AI: Physical AI and Robotics:
- Huang predicts the next wave of AI will be physical AI, which understands the laws of physics and can interact with the physical world.
- He emphasizes the importance of robotics in this future, showcasing how physical AI can be used to power robots in factories, warehouses, and other environments.
- He introduces NVIDIA Omniverse, a platform for developing simulations and training physical AI models.
- He highlights the role of NVIDIA's Jetson platform for running AI models on robots and the importance of partnerships with companies like Foxconn and others in building robotic factories.
4. NVIDIA Blackwell and the Future of Computing:
- Huang unveils NVIDIA's new Blackwell GPU architecture, designed for the next generation of AI models.
- He describes the impressive performance and energy efficiency of Blackwell, highlighting the significant reduction in energy consumption for training large AI models.
- He introduces the new NVIDIA DGX system, which utilizes Blackwell GPUs to create powerful AI factories.
- He discusses NVIDIA's new MVLink technology, which enables high-speed communication between GPUs, allowing for the creation of even larger and more powerful AI systems.
5. NVIDIA's Roadmap and the Future of AI:
- Huang outlines NVIDIA's roadmap for the future, highlighting the continued development of its platforms and technologies.
- He emphasizes the importance of open platforms and modular systems, allowing for customization and innovation across various industries.
- He concludes by expressing his excitement for the future of AI, emphasizing the transformative potential of physical AI and robotics.
- He uses the metaphor of "walking computers" to describe the future of robotics, highlighting the potential for AI to revolutionize the way we interact with the world.
Notable Quotes:
- "The world is moving faster than the world can adopt technology, so we have to solve the problem ourselves."
- "We are basically in a world where data center throughput is extremely important."
- "The next wave of AI is physical AI, AI that understands the laws of physics."
- "The future of robotics is the future."
- "Taiwan, you built the keyboard computer, you built the pocket computer, you built the cloud data center computer. In the future, you will build the walking computer and the rolling computer."