NVIDIA Is On a Different Planet

NVIDIA had a lot of announcements this week between the Blackwell GPUs (which will presumably come to the RTX 5090, 5080, and others), its NIMs, the humanoid and other robotics Project GR00T, NVLink Switch advancements, and more. But in addition to covering those stories and some of the surface-level technicals that have been released so far, we're also talking about some of the absurdity of media coverage. This piece is a mix of news reporting on NVIDIA's GTC 2024 keynote and of commentary and opinions on the state of the industry, NVIDIA's scary position, and what AMD and Intel are left to do. Despite our focus in gaming, much of this technology eventually works its way into consumer parts (and it's just fun to learn about). We also have the "great" mainstream news coverage of #NVDA / #NVIDIA to discuss.



TIMESTAMPS

00:00 - The AI Gold Rush
00:54 - Jensen Was Right
01:37 - Everyone Loves NVIDIA
05:04 - NVIDIA's Keynote
06:30 - The Announcements Quickly Recapped
08:19 - NVIDIA Blackwell GPU Details
11:57 - Combinations of Blackwell & Grace (GB200)
13:07 - Why Multi-Chip Isn't Easy for GPUs
17:55 - NVLink Switch, Connections, & RAS Diagnostics
19:50 - NIMs & Software Advancements
21:48 - Humanoid & Other Robotics: Project Gr00t
24:30 - WHAT WE THINK & Conclusions

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Steve Burke: Host, Writing, Editing
Jeremy Clayton: Writing, Research
Vitalii Makhnovets: Video Editing

[GamersNexus]

Time to start selling pick axes on the GN store. They'll be a wooden handle with a GPU on the end.

[Stan-Elfrink]

Been beating myself up a bit that I sold my 53 shares of NVDA at $303 each back in May 2023. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.

[Chadeus]

ah yes my favorite programming languages: Java, Python, and 4chan.

[RenegadePandaZ]

I hate to tell you this, Steve, but my dad's friend works for nvidia and told me they had green put down minutes after that performance.

[Nostalgia_Realm]

>me programming in 4chan
>le sad kicks in
>watch Steve
>not sad anymore
>spaghetti falls out of pocket
>can't stop watching steve but the spaghetti keeps coming
>try to shove it into my pockets, it's too much
>stop watching Steve
>spaghetti disappears
>life sad again
>le sigh
>keep programming in 4chan while crying
>mfw

[nif]

How is it possible that 7 out of the 10 largest companies are tech companies, yet economists remain tech illiterate?

[ItsHaldun]

"CONNECT ANUS TO THE OMNIVERSE"

I want a t-shirt of that

[Tyrelguitarist]

"1 GPU= elephant, or more heavy weight..."

*confused applause"

[thhtpegla]

I'm glad you clarified that GN modmats weigh 0.0004165 of an adult African bush elephant (for those curious about it, this amounts to ~2.2473 kg). However, it is still unclear if Steve was referring to the medium or large size modmat nor did he specify if the elephant in question is male or female(this would lower the mass of the modmat to ~1.1237kg).
In any case, here's a design idea: GN modmat, but all connectors and diagrams are using adult African bush elephants as a unit of measurement.

[robertsludock]

That Bloomberg clip really has “Old man yells at clouds” type of vibe.

[Blackpapalink]

The fucking memes are coming true. The RTX 9090 is gonna be a skyscraper sized heater.

[RedLine_Renesis]

Non technical media should just stick to weather forecast as that's the most "accurate" info they can broadcast.

[JonPerson]

CNBC: These "files" appear to be IN the computer

[Poctyk]

>first multi-die product
Intel/AMD engineers must've been just delighted to hear that

[DKTronics]

Question, Will a 6090 fit through my front door ?
I don't mind removing my door, to accommodate. I may need to let my landlord know.

[sean]

OMG those clips from CNBC, Bloomberg and what not. Painful.

[tomhan]

If this is how badly they present tech news, just imagine how badly they present the rest of your news

[TomTomEntertainment]

Nothing will beat "Thanks, Steve."

[JMurph]

It is extremely concerning that the general investor public has next to zero understanding of even the basic workings of the tech industry, considering that the tech giants make up a large part of the S&P 500.

[depression_daily]

that media segment was beautifully excruciating