(VOR News) – Jensen Huang, the Chief Executive Officer of Nvidia (NVDA-2.07%), will be the focus of the majority of the attention today as he discloses new information about the artificial intelligence processors that the chipmaker will be delivering in the near future.
Huang announced in February that he would be delivering a presentation at the GPU Technology Conference (GTC) this year.
The Nvidia conference is held annually.
He intended to address the Blackwell Ultra AI processor, the Vera Rubin platform, and other advancements that the company has made during his presentation.
Huang maintains that the organisation will disclose “some truly thrilling information” to its delegates during the forthcoming developer conference. To be more precise, these activities will be linked to reasoning models, robotics, enterprise, and agentic artificial intelligence.
Huang stated during the fiscal fourth quarter earnings call that the company “successfully ramped up” large-scale manufacturing and generated “billions of dollars in sales” in its inaugural quarter. The Blackwell AI platform was introduced at the Global Technology Conference (GTC) the previous year.
During the company’s earnings call, Huang expressed these sentiments. The Blackwell AI platform was introduced by this chipmaker. It is anticipated that the product announcements at GTC will serve as “another positive catalyst” for Nvidia, as indicated by a study conducted by analysts at Jefferies (JEF+1.08%) the previous week.
Investors are able to regain their enthusiasm for the technology future as a result of the announcements, as they are able to overcome the commotion associated with the supply chain.
Analysts at Bank of America (BAC+0.08%) have predicted that major corporations, including Google and OpenAI, are racing to develop reasoning models. Consequently, these organisations are focusing on inferencing for these models in order to establish a competitive edge.
Due to Big Data’s expanding importance, Nvidia generated these forecasts.
The researchers asserted in their statement that they “anticipate that Nvidia will release updates on Blackwell Ultra that are both anticipated and visually appealing in the week preceding the current discussion.”
Additionally, the analysts at Bank of America are currently anticipating the release of new information concerning the next-generation networking technologies that Nvidia is developing.
Furthermore, they are eager to gain a more comprehensive understanding of the chipmaker’s future objectives in the areas of quantum computation, driverless vehicles, and physical artificial intelligence, which encompasses robots.
According to comments published by Quartz, senior stock analyst Kevin Cook of Zacks Investment Research predicted that Nvidia would allocate more time at the Great Technology Conference (GTC) to the discussion of its Project DIGITS personal artificial intelligence supercomputer. This prediction was made in response to comments that were published in Quartz.
Cook has averred that Nvidia GPU systems are “like the iPhone cycle, but better,” which is a continuation of an old argument that was made over a few years ago. Cook’s comment is a continuance of an allegation that was made.
“What I mean is that businesses will invest in Jensen’s newest, greatest, and fastest products, but they can also keep using their older gear as long as it’s CUDA-compatible and gets regular software updates.”
Cook has indicated that the utilisation of DIGITS would enable smaller developers to develop their own physical artificial intelligence models and agentic AI applications. This would represent a substantial stride forward in the field of artificial intelligence.
The most recent Blackwell graphics processing units (GPUs) are priced at less than five percent of the cost of the new personal utility DIGITS, which is being offered by Nvidia. As a result, any software developer or entrepreneur who is establishing a new business will desire to have one for their home or workplace system.
Cook made the pertinent statement during an interview. “We have another Apple (AAPL-0.84%) moment for Nvidia,” he explained to reporters.
SOURCE: QZ
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