NVDA/OAI: Jensen was on BG2 Podcast…full YT video here
Key quotes below:
Demand, scaling laws & the inference explosion
“The old way of doing inference was one shot, right? But the new way of doing inference, which we appreciate, is thinking. So think before you answer. And so now you have three scaling laws. The longer you think, the better the quality answer you get. While you’re thinking, you do research, you go check on some ground truth. And you you learn some things, you think some more, you go learn some more, and then you generate an answer. Don’t just generate right off the bat. And so thinking, post-training, pre-training, we now have three scaling laws, not one.”
“I’m more confident this year and the reason for that is because look at the agent systems now and AI is no longer a language model and AI is a system of language models and they’re all running concurrently maybe using tools. Some of us using tools, some of us doing research and yeah, there’s a whole bunch of stuff and it’s all multimodality and look at all the video that’s being generated.”
OpenAI “Stargate” partnership & optional investment
“I think that OpenAI is likely going to be the next multi- trillion dollar hypers scale company. Okay… If that’s the case, the opportunity to invest before they get there, this is some of the smartest investments we can possibly imagine… we love the opportunity to invest. We don’t have to invest, right? And it’s not required for us to invest, but they’re giving us the opportunity to invest.”
“This this new partnership is about helping OpenAI working partnering with OpenAI to build their own selfb uild AI infrastructure for the first time, right? And so this is us working directly with OpenAI at the chip level, at the software level, at the systems level, at the AI factory level… And it’s going to supplement it’s going to supplement the amount of you know they’re going through two exponentials… This last one is an additive on top of everything that they’ve already announced, all the things that we’re already working on with them.”
ASICs/alt-silicon vs NVDA platform
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