Nvidia CEO Jensen Huang has made a bold claim that his company’s AI chips are advancing faster than historical rates set by Moore’s Law. According to Huang, Nvidia’s latest data center superchip, the GB200 NVL72, is 30 to 40x faster at running AI inference workloads than Nvidia’s previous best-selling chips, the H100. This performance jump is expected to make AI reasoning models cheaper over time, potentially revolutionizing the field of artificial intelligence.
Forecast for 6 months: Nvidia’s AI chips will continue to gain traction in the market, with more companies adopting their technology to improve their AI capabilities. This will lead to increased demand for Nvidia’s chips, driving up their prices in the short term.
Forecast for 1 year: Nvidia’s GB200 NVL72 chip will become the industry standard for AI inference workloads, with most major tech companies adopting it to improve their AI capabilities. This will lead to significant advancements in AI research and development, with potential breakthroughs in areas such as natural language processing and computer vision.
Forecast for 5 years: Nvidia’s AI chips will have transformed the field of artificial intelligence, enabling the development of more sophisticated and powerful AI models. This will lead to widespread adoption of AI in various industries, including healthcare, finance, and transportation. Nvidia’s market value will continue to grow, potentially surpassing $1 trillion.
Forecast for 10 years: Nvidia’s AI chips will have enabled the development of truly autonomous AI systems, capable of learning and adapting at an exponential rate. This will lead to significant advancements in areas such as robotics, autonomous vehicles, and personalized medicine. Nvidia will have established itself as a leader in the field of artificial intelligence, with a dominant market share and a reputation for innovation and excellence.
