Nvidia is writing new domain specific libraries to enable the rewriting of applications to use accelerated GPUs instead of CPUs. This can reduce the energy used by 20 times and speeding up the applications.
Nvidia is enabling humanoid robotics with compute for the training, compute for the simulation and then compute for the robot.
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People should know that Jensen Huang has been selling 120,000 shares of Nvidea on the open market every open market day since mid-June, according to my brokerage service’s alert system (I am a MUCH more minor shareholder too). This could help explain Nvidea’s recent swoon from ~140 post split, to ~112 now, with a ~13% jump yesterday on (false) rumors of an imminent rate cut (September is possible).
Does Jensen Huang know something we don’t?
A few weeks ago, he warned that unless companies started making money on AI, the spending curve was going to start flattening, maybe even go down. Of course, that means the great AI bubble is going to pop, or already has started to.
In my humble amateur opinion, I think that nvidia value relys in a specialized and improved branch of his GPU technology that was developed in the past to work on another domains (graphics an general calculations) that shares a few characteristics with AI needs but it is not 100% taylor made for that, and it isn´t a real breackthrought technology for AI. It is a sort of “meanwhile” technology.
It is probable that a new generation of some sort of ASICs will overshoot nvidia technology and this technology may not be well suited to be produced in TMSC forges or similar auxiliary providers leaving nVidia in a no comfortable situation in the mid term.
If I am wrong (probably I am wrong), and the above is not accurate, the bubble is about to explode.
Sorry, I mean TSMC
There are now several chip-makers making dedicated AI chips, like this one: https://hailo.ai/applications/hailo-8-ai-accelerator/ but there are many more.
The cost of entry is very high and the cost to changeover is also very high for any potential customers, but if the performance enhancements are real, then the selloff in Nvidea has just begun, despite yesterday’s 13% pop.
It’s too lucrative a market to remain in just one manufacturer’s domain.