China always had an ‘Oil’ problem. It produced only 30% of its total oil consumption. Even worse, 80% of its oil imports passed through the Strait of Malacca. This ‘chokepoint’ is 2.8 kilometers wide at its narrowest, making it easy to effect a naval blockade. To reduce its dependence on Oil, the Chinese government went…
Category: Nvidia
AI Scaling Laws and the Race to AGI – Part 2
In the first part ‘AI Scaling Laws and the Race to AGI – Part 1‘, we explored: In this blog, we will look at why AGI is an opportunity and an existential risk for most tech companies. AGI – Opportunity or Existential risk for Big Tech? In 2005, Ray Kurzweil predicted in his book ‘The…
AI Scaling Laws and the Race to AGI – Part 1
Outline Overview Some analysts are saying that the markets today are like 1996 – the promise of a magical era where valuations didn’t matter as long as you dared to dream big and believe in the power of the emerging World Wide Web (Internet). Others say that a rude awakening awaits us and the markets…
Running Stable Diffusion is also expensive but Nvidia isn’t complaining – Part 2
In the first part of this series on Nvidia’s role in AI, we covered how the Artificial Intelligence (AI) arms race began. We examined the Graphic Processing Unit (GPU) requirements for training AI Models such as ChatGPT and Stable Diffusion. We saw that training AI Models is clearly expensive – it took 4,000 & 10,000 Nvidia…
Teaching ChatGPT is Expensive but profitable for Nvidia – Part 1
“This is the iPhone moment of artificial intelligence” said Jensen Huang, the charismatic Nvidia CEO, to an audience hanging on to every word in rapt attention at the Haas School of Business, Berkeley on 1 Feb. The analyst community was counting down to 22 Feb when Nvidia would release its Q4 and FY23 results. The…
Nvidia – From GPUs to AI to everything else in Between
If you have been following Nvidia of late, it seems to offers a dizzying array of products and solutions in industries ranging from self-driving tractors, medical scanning, folding proteins, robots running around, metaverse and of course, everyone’s favourite – Artificial Intelligence (AI). It still remains the Graphic Processing Unit (GPU) of choice for gamers. But…
Nvidia – A Trillion Dollar Opportunity?
Unveiling Nvidia’s trillion-dollar potential as CEO Jensen Huang forecasts growth across gaming, data centers, professional visualization, automotive, and emerging markets. An in-depth analysis of revenue segments and market projections for Nvidia’s future dominance