CNBC Nvidia GTC 2024 Becky Quick @Rwang0

New Analysis: Nvidia GTC 2024 Is The Davos of AI

March 18, 2024

New Chips, New Business Models Ahead In Accelerated Computing

Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:

New B100 Chip replacement. Built by TSMC, the new chips are expected to be advanced 3nm design. NVIDIA will take advantage of the two dieTSMC's CoWoS-L (Chip-on-Wafer-On-Substrate-L) advanced 2.5D packaging technology to get larger processors. Should Nvidia move from the monolithic design to a multi-chip module (MCM) approach, the chip maker could create faster derivatives and shorten its product cycle.
CUDA advancements. This is the software layer that allows software companies to harness the power of the GPUs
Key vertical expansion. Healthcare, pharma, defense, and public sector consume massive workloads.
Partnerships across the AI ecosystem. Expect announcements from partners such as OpenAI, Microsoft, Amazon, and Google, Meta, Micron, Oracle, Super Micro, Dell, Intel, and more.
Sovereign AI growth. Nvidia is focusing beyond data centers and serving governments for sovereign AI.

Chips Are The Foundational First Inning Of A Nine Inning Age Of AI

The winners of the internet weren’t the early infrastructure companies They were the companies that built their business model on the internet as a key distribution channel. In AI, it will be the companies that take advantage of the full-stack of AI. Software companies will drive the second inning. But the third and fourth innings will be the innovative companies who use AI as their core business model. For example, in the war for refrigeration, it wasn't the appliance manufacturers that won, it was actually Coca Cola that innovated a new market for cold beverages.

Your POV

Will you be ready for Nvidia's new AI chip? Can competitors catch up?

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